The system will use this setting to determine which Insurance Profile will be used when creating a new insurance for an account at the patient setup level.
Default Value: 1 = Health Insurance
Steps to Complete
- Update the company setting by searching "Default Insurance profile"
- Value (number) entered should match that found under Setup -> Billing Setup -> Insurance Profiles, for the associated Insurance Profile to be used when creating a new insurance for an account at the patient setup level.
This setting ONLY defaults the Insurance Profile when created on the Patient Setup screen. When adding/editing insurance from the Patient Setup screen, the default Profile can be changed for that particular patient. This does NOT affect what will be defaulted on an Appointment when Appointment Types have been setup for Insurance Profile defaults.
