Contacts

Gen 3

Contacts

Add a medical provider

An individual or organization that provides services related to bodily injury or death following a loss is a medical provider.  You can add a medical provider in both the Contacts and the Claims modules. To add a medical provider in the Claims module, see Adding a Medical Provider in Claims.

To add a medical provider, open the desired contact and:

  1. In the Role section, select Add a Role to open the Role dialog box.
  2. In the Role dropdown list, select Medical Provider.
  3. Select Done to close the dialog box and return to the Role section.
  4. Select Save beneath the Role dropdown list. A Save Completed pop-up window will open. No further information is needed.