How to Create an Insurer Schedule

Insurer schedules are similar to invoices; they allow you to bill an insurer for appointments and other miscellaneous items.

Client conditions are linked either to insurers or to ACC which determines the schedule type.

In this tutorial, you will learn how to create a new insurer schedule

Note: Insurer schedules need to be sent to the Insurer by email, post, or fax and will not bill electronically

An appointment has been created: see How to Create an Appointment.

A client's condition has been created: see How to Create an Insured Client Condition

An insurer has been created: How to Setup a New Insurer.

Note: The claim type for this condition would need to be set to Insured and the insurer specified