Definitions: Insurance Payment Types

In the Main Menu, click Setup, Definitions, Insurance Payment Types.

The Insurance Payment Types definition determines the payment type options available when Finalizing Insurance Payments.

Also set which payment types to exclude when creating a Deposit Slip. The Daily Payments Report is grouped by insurance payment type and can optionally be filtered by type.

To add or edit available payment type options:

  1. Double-click an existing item or click Add to create a new item. The Edit Definition window will open.
  2. Name: Enter the payment type.
  3. N=Not selected for deposit: Enter N to exclude this type from deposit slips or leave blank to include this type.
  4. Click OK to save.

To remove an item from the Payment Type list, double-click the item and click Delete. If the item has been attached to an insurance payment it cannot be deleted.