Operation Manual

Adding Insurance Information for an Existing Person

A person may have multiple insurance policies and providers, so multiple sets of information may be entered by

repeating the following steps (enter information for only one insurance policy at a time).

Click My Data

on the

Main Menu

window.

❍

If you are the only person for whom data is entered in the

, the

My Data

window

opens with your information displayed.

❍

If more than one person's data is entered in the

, you must select the person you

want from the list in the

Select Person dialog box to open the My Data

window with information

displayed for that person.

Expand the

My Profile

subitems on the left navigation panel, and select

Insurance

Click Create New

in the

My Profile: Insurance

display window.

Enter the insurance provider's name and other appropriate information in the fields in the

Create New

Insurance Provider dialog box.

Click OK

to save the new insurance information and add it to the person.