How to Set Up Third Party Company Profiles

  • Updated

In order to associate insurance companies with patient profiles, you must first add it to the system.

1) Navigate to Settings > Third Party Companies


2) Select + New Third Party Company from the top-right



3) Enter details in the applicable fields.


a) Enter the name and address that will display on invoices.

b) Select a group to attach the company to (must have been already created)

c) (Optional) If billing through Telus, select the applicable eClaims Insurance #


4) Select the Form tab to associate a claim form with the added insurance company.


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


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