Add an Insurance Company

Q: How do I add an insurance company?

1.  Open the Insurance Company Manager

Click on the Tools menu, then select Insurance Companies.

2.  Add New Insurance Company

2.  Add New Insurance Company

Click the Green + button.

3.  Enter Insurance Company Information

3.  Enter Insurance Company Information

Complete the insurance company information, then click the OK button to save.

For information on setting up an insurance company for use with the SOAPware Practice Management system, please see: PM: Setup Insurance Companies.