Operation Manual

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100

Adding Insurance Information in Create New Person

Insurance information can be added to a new person using the

Create New Person—Insurance Providers dialog

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

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.

Click Add Person

on the toolbar to open the

Create New Person dialog box.

❍

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

The

Select Person dialog box opens.

Click Create New

to open the

Create New Person dialog box.

From the left navigation panel, select the

Insurance

option.

Note:

The

Create New Person

dialog box opens to the personal information option. You must complete the

required fields (First Name, Last Name, Date of Birth

) in the

Create New Person—Personal Information

dialog box to be able to access the other left navigation panel options.

Click Create New

in the

Create New Person—Insurance Providers dialog box.

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.

Click OK

on the

Create New Person—Insurance Providers dialog box to close the dialog box, or

Select another option on the

Create New Person

left navigation bar to add more information about the

person.