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)