We previously explained how to add the Insurance Company, Insurance Agent, and Policy Number Controls. Now it's time to add the Policy Holder Control to keep track and have all the necessary insurance data in one place.
When creating the Control, we recommend you to add the Insurance Control Section (Order Form Tab) if you don't have it created before, follow the next steps:
Navigate to Settings -- Office Settings -- Customize Order Form.
Click on add '+Add Section' (this action will create the tab on the Order Form)
Name it 'Insurance', add a short description, we also recommend you to use the same as the name as it's only for internal purposes and click 'Save.'
Next, it's time to add the Policy Holder Control. Open the Insurance Control Section and click on the '+Add a Control' button:
Once you are in the Control Menu, in the Type dropdown, select Policy Holder and it will appear like this:
1.- This is a preview of how this Control will look like in the Order Form
2.- The Control Dropdown (here is where you select the Control to add to your system)
3.- What you would like to name the Control in your ISN
4.- Short description, which will only be visible to the users with permission to edit Controls
5.- This field is to name the Control in the Order Form
6.- This filed is to define how the control is named in the Online scheduler
7.- You can also select the character length up to 64 characters
Once you have finished setting up the Control, click on the Add Control button to save it.
You will be sent back to the Order Controls. Now, if you want that Control to be added to the Order Form, make sure that the "Show in Order Form" option in the 6th column is checked in Green:
The Controls should appear like this:
And finally, you will see those fields in the Order Form:
If you have any questions about this information please let us know! You can reach us by chat, email at email@example.com, or phone at (800) 700-8112.