How to Prepare Insurance Claim Forms on Checkout

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Note Forms you will be using must first be activated by navigating to Settings>Forms & Letters>Forms.


To prepare a claim form during the checkout process, the form must first be activated and then linked to the correct insurance company.

1) Navigate to Settings > Companies & Contacts > Third-Party Companies



2) Select the Form Tab and locate the matching insurance claim form.

Check Active to activate the form.

Check AutoGen to display the form on checkout. (Optional)




3) The Form will be enabled by default to display once you select Complete and Invoice or Invoice Appointment on the Checkout window.

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