Setting the Default Insurance Type for the Practice

Setting the Default Insurance Type for the Practice

Overview

Your practice can choose which insurance plan type is automatically selected when adding a new insurance plan to a client chart. Setting a default helps streamline data entry, reduce errors, and maintain consistency across your team.

What This Setting Does

When you set a default insurance type:

  • The selected insurance type will auto‑populate whenever a user adds a new insurance plan to a client chart.

  • Users can still manually change the insurance type if needed.

  • The default applies practice‑wide, ensuring consistent data entry for all team members.

You can choose which insurance plan type is automatically selected when adding a new insurance plan to a client chart.

Steps

  1. Go to Settings

  2. Select Account Settings

  3. Open Practice Settings

  4. Navigate to the Insurance section

  5. Use the Default Insurance Plan Type drop‑down to choose your preferred default

The selected insurance type will now pre‑populate whenever you add a new insurance plan, helping streamline data entry and maintain consistency across your practice.




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