Setup a New Insurer

A client condition is created to record all the details of a client's injury and create a record of all treatment pertaining to the injury.

When creating a condition for a client, you can specify a Claim Type which can be Insured or Private.

The Claim Type will determine who will be billed for any appointments linked to the condition.

An Insurer is a type of Debtor. A new insurer can be set up via the Client Conditions Details, or via the Accounting Form.

In this tutorial, you will learn how to setup a new insurer using the Accounting form.

Watch the video tutorial: