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Find Insurance Company

To find an insurance company

  1. Click Settings > Insurance > Find Insurance Company.

  1. In the Look For search bar, enter all or part of the name of an insurance company. You can choose to search by:

    • E-Claims: An electronic claim status

    • Search In: A specific field criteria

    • Scope: An insurance company available to one or all practices

  2. Click Find Now.

  3. Once you find the insurance company, double-click to open it.

 

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