This article explains how to add new insurance companies and how to add or change their email addresses. Insurance companies in Provet are managed as lists. For more information, see the Overview of Lists.
Add an Insurance Company
To add a new insurance company name to your Provet list:
Go to Settings > Lists & Templates > Lists.
Find the insurance company list in use.
Click the list name link. The list opens on a new page.
Select the Add item button in the top-right corner.
A new dialogue opens. Fill in the Code and Label and select Save.
Add or Edit an Insurance Company Email Address
To add or edit the email address for an insurance company on the list:
Go to Settings > Lists & Templates > Lists.
Find the insurance company list in use.
Click the list name link. The list opens on a new page.
Select the Additional Information button (next to the edit button).
Add or change the email. Save.
You may need specific permissions to access or modify settings.
Note
Changes to insurance company information in lists will only apply to new claims, not existing or historical claims.