This page allows you to add Insurance detail.
Both of the following pages need to have a checkbox ticked in order to have this page available:
- Admin, Account Roles, Options page, Options section, Record Insurance Details checkbox.
- Admin, Product Types, Other page, Account Client Insurance Details section and tick the Include Client level Insurance details checkbox.
Insurance details
- Insurer - Select the Insurer from the dropdown list; the Insurer is set up by going to Admin, External Parties, General page.
- Policy Type - Select the insurance policy type from the dropdown list.
- Policy Number - Enter the Policy Number.
Click on the 
button which will take you back to the Account/Client page of the New Account wizard.