New Insurance examination

Insurance examination is an examination that the Insurance companies require when a person applies for life insurance or any company that needs a physical examination on the person's body.

The appointment type New insurance examination is used to create an insurance examination on a new patient that does not have an electronic file at the practice. The electronic file must still be created when the patient arrives at the practice. The insurance booking allows you to add the insurance form reference number and necessary information the company needs for their documentation.

This type of booking can be chosen, depending on your type setup

Web App:

Shortcut default: N/A

Roadmap 1: T Diary > S Diary >>Time slot - S Add/Edit Booking  (Choose type) > Type

Roamdap 2: T Diary > B New Booking - S Add/Edit Booking (Choose type) > Type

User manual Link: New Insurance Examination


Desktop App:

Shortcut: N/A

Roadmap 1: Mod Diary > M Appointment > SM New Insurance Examination > New patient screen

Roadmap 2: Mod Diary >  RC Patient appointment > New Insurance Examination > New Patient screen

User Manual link: New Insurance Examination

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