Agency

Add the Services that will be provided

Step 1- Click on the SETTINGS menu. Fig. Step 1. Step 2- Click on the Services sub-menu. Fig. Step 2. Step 3- Click on the +Create New button. Fig. Step 3. Step 4- Click on the box to establish a Name. Step 5- Click on the drop-down list and select Insurance. Step 6- Click on…

Add the types of providers

Step 1- Click on the SETTINGS menu. Fig. Step 1. Step 2- Click on the Provider Types sub-menu. Fig. Step 2. Step 3- Click on the +Create New button. Fig. Step 3. Step 4- Click on the box to establish a Name. Step 5- Click on the drop-down to establish the Role. Step 6- Click…