Add Insurance Companies Screen

Use this screen to select insurance companies to the CSI template rule.

Description of fields on the screen

Field Label Description
Search By Insurance Company Enter your search criteria in this field.
Select All / Deselect All These options select or deselect all insurance companies in the list.
(checkbox) When checked, repair orders with the selected insurance company is added to the Rules list.
Insurance Company This field is the name of the insurance company.
OK Select this option to save your selections and close the screen.
Cancel Selecting this option closes the screen without saving.

See Also

Setting Up a CSI Rules Template

 

 

 

 

 

 

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