Articles on: Financials

How to add a Service to an existing Policy

Let us say you have added a new service to the Clinic. You now want to add this service to an existing Insurance Policy. Let us see how to do so:

1. Goto Tools | AddressBook | Search for the Corporate in whose Policy you want to add the service.

2. Click on the Corporate to open it.

3. Click on the existing Insurance Policy.

4. Select the Services Tab | Click on Add Item | Search for the Service and click the + button to add it.

Updated on: 14/06/2023

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