You determine which insurance companies appear as options for users to select when completing the Insurance section of the run record. Although users can always input a custom entry, having preconfigured insurance companies available can speed up the process of adding insurance companies by automatically populating certain fields related to the company.
To add insurance companies
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From any page, go to Administration: Pick Lists.
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Search for and select Insurance Companies. The Insurance Companies page opens.
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Click Add Insurance Companies. The Add Insurance Companies window opens.
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Select the check box to the left of each insurance company you want to add.
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Click Add.
To delete insurance companies
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From any page, go to Administration: Pick Lists.
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Search for and select Insurance Companies. The Insurance Companies page opens.
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Click the Delete link associated with the insurance company you want to delete.
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When the confirmation window opens, click Ok.