The Insurance Type Mini Directory stores the user-defined Insurance Type codes. This directory provides a standard list of types of insurance policy coverage for consistency in Case entry and ease of reporting on the Insurance Tab.
The Insurance Type field displays in the Policy Information section of an Insurance item. Insurance items can be filtered by Insurance Type in the list view.
NOTE: You must have Enabled, Add, Modify, and/or Delete permissions to Directories > Mini Directories as needed.
To add a new Insurance Type, click the + Add button. A blank entry will display in the first row of the grid. Double-click the Type field of the new entry to enter edit mode. Type is a required and unique field. Up to 35 characters can be entered in the Type field. New Insurance Types are Active by default.
Reports, such as "Insurance History by Insurer" and Advanced Search reports can be utilized to locate insurance items by Insurance Type.
To delete an Insurance Type, click the delete icon to the far right of the entry.
Click the Yes button to delete the item if it is not in use. If it is being used, the item will be marked inactive.
Click the No button to abort the deletion.
Click the Save button to keep your changes.
