Definitions: Insurance Payment Types
By default, two insurance payment type options are set up: Check and EFT. It may also be useful to set up an option for when an insurance company provides a credit card as payment.
Daily Payments Report: This report is grouped by insurance payment type and can optionally be filtered by type.
The option at the top of the Definitions list is the default.
To reorder types, highlight a type, then click the up/down buttons.
Options can only be deleted if they are not in use. On the Edit Definitions window, click Delete.