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.

Double-click an existing item or click Add to create a new item. The Edit Definition window opens.

Name: Enter the payment type.

N=Not selected for deposit: Enter N to exclude this type from deposit slips or leave blank to include this type.

Hidden: Check to hide this item.

Delete: Click to delete this item. If the item has been attached to an insurance payment it cannot be deleted.