Settings

Settings

Attachments settings

You can select the Attachments options under Policies settings.

Attachments options include:

• Do Not Show Billing Folders when on Agency Billing
• Sync Pre-Authorized deliverable date to Print Date

Do Not Show Billing Folders when on Agency Billing

Agency billing is used when the agency is responsible for billing the insured. When an account in BriteCore is agency-billed, the invoices will be stored in Attachments but will be set to Do Not Print. As a result, the agency should bill the insured upon receiving the declaration. If the setting Do Not Show Billing Folders when on Agency Billing is enabled, the invoices will be hidden and won’t show in Attachments. To change the setting:

  1. In the BriteCore menu, select Settings.
  2. In the Settings menu, select Modules, and then select Policies.
  3. Navigate to the Attachments section.
  4. Select the checkbox next to Do Not Show Billing Folders when on Agency Billing.

Sync Pre-Authorized deliverable date to Print Date

This setting syncs the date shown on the preauthorized deliverable to that of the print date. Enabling this setting will cause the date on the preauthorized deliverable to be the print date instead of the date the deliverable was actually generated/created.

  1. In the BriteCore menu, select Settings.
  2. In the Settings menu, select Modules, and then select Policies.
  3. Navigate to the Attachments section.
  4. Select the checkbox next to Sync Pre-Authorized deliverable date to Print Date.