Insurance Plan Maintenance

Insurance Plan Maintenance

You can perform Insurance Maintenance under Settings > Insurance with Account Manager privileges. 

Under Settings > Insurance > Show Insurance Plans > Edit > Insurance Type > Insurance Plan > Phone > Fax > Payor ID > Address 1 > Address 2 >  City >  State > Zip > EDI Service > Primary Only > Update



Make any updates/changes to the editable fields (Insurance Type/ Insurance Plan/ Phone/ Fax/ Payor ID/ Address 1/ Address 2/ City/ State/ Zip/ EDI Service/ Primary Only) and click the Update hyperlink on the left end of the corresponding line to save the changes in your list. 





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