How to Set Up Third Party Company Profiles

  • Updated

You will have some third party companies already in your system when you start.

You are also able to add additional third parties.


Step 1 

Navigate to Settings > Third Party Companies




Step 2

Select + New Third Party Company from the top-right corner of the page.


Third_Party_Company.jpg

Step 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 #


Step 4

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

 

 

 

Check Active to make it available in the patient profile.

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

 

 

 

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