Profile Insurances -- PCD-1643

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Profile Insurances -- PCD-1643

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DESCRIPTION: Improvements have been made to how insurances are managed within Expanded Demographics to make viewing and updating information easier and more flexible. Users may now:

View both Profile and Claims insurances in one place

See a complete list of all profile insurances

Add new profile insurances by selecting directly from the insurance company listing

Edit exisiting profile insurance information

oReorder insurances to reflect priority or sequence

oSet the relationship to the insured using predefined codes

Remove profile insurances when they are no longer applicable

 

DOCUMENTATION: See Expanded Demographics