Maintaining Insurance Categories
This topic explains how to maintain the following Insurance Categories in the Master Data Admin module:
- Insurance Billing Line Charge
- Insurance Transaction Type
- Insurance Ranks
- For information on maintaining custom schedule versions, see Creating Custom Names for Insurance Schedule Versions.
- You cannot delete an item from a drop-down list after you create it. To hide items in drop-down lists, assign them a view order of 0.
- For information on maintaining custom schedule versions, see Creating Custom Names for Insurance Schedule Versions.
- You cannot delete an item from a drop-down list after you create it. To hide items in drop-down lists, assign them a view order of 0.
- For multitenant environments, the following setup can be performed only by administrators of the parent company and is required only for the parent company. The parent company setup applies to all companies.
To maintain Insurance categories
- In AcuityLogic Admin, click Master Data Admin and select Insurance Categories.
The Insurance Categories window opens.
- Click the link of the item you want to modify.
A window for that item type opens.
- Do one of the following:
- To add an item to the item type, click Add New Record.
-
To modify an existing item, click Edit.
- In the Description field, enter a name for the item.
- In the View Order field, enter a number to denote the order in which the item appears in the drop-down list. Items with low numbers appear above those with high numbers. Items with the same number appear together in alphabetical order. Items whose view order is 0 are not displayed in the drop-down list.
- Do one of the following:
- Click Insert to add a new item.
Click Update to modify an existing item.