Editing Existing Insurance Company

Need to make existing insurance company changes? These quick steps guide that process.


movie Video:

To access:

  • Click (top right)
  • Select Billing & Ins. (top tab)
  • Find the section Insurance Features and click (far right)


  • Here we show you a list of insurance companies
  • Either click on the name of the insurance, or


  • Make your necessary changes
  • Click (very bottom right) when finished


info Note: Editing a setting for a specific provider?

Scroll to the bottom and click the button (far right of the providers name):

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