Contacts

Gen 3

Contacts

Add the In Care Of role

An individual or organization contact may have the In Care Of role designated if the contact receives insurance information on behalf of another party. You can add the In Care Of role in the Contacts module.

To add the In Care Of role, 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 In Care Of.
  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.