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Add Insurance Plans to Contract

If you are creating an insurance-specific contract, you will need to add one or more insurance plans that are to be associated with the contract.

To add insurance plans to a contract

1. On the New Contract window, select the Insurance Plans tab.

2. Click Add on the right of the window. The Select Insurance Plan window opens.

3. Once you find the insurance plan you want to add, double-click it to add it to the contract. To remove a plan from the contract, click once on the plan to highlight it and click Remove on the right.

4. Repeat to add all plans that are to be associated with the contract.

5. When finished, choose one of the following:

   • Select the Fee Schedule tab. See section Add Fee Schedule.

   • Click Import Fee Schedule. See section Import Fee Schedule or Import Medicare Fee Schedule.

   • Click Save to save the contract and exit out of the New Contract window.

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