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Insurance Companies

Program #: 1541

Module: System Administration

Overview

Insurance Companies (program #1541) enables you to create profiles of insurance companies. A drop-down menu of insurance companies appears in Data Entry Master (program #559).

Navigating to Insurance Companies

Use the following steps to navigate to Insurance Companies:

1. From the main SBN toolbar, select Menu.

2. From the drop-down menu, select Go To [ALT+F1].

3. In the Go To Program dialog box, type in "1541."

w Insurance Companies opens.

The Insurance Companies Screen

The following graphic shows the Insurance Companies screen as the program opens.

Field/Column Label Descriptions

The following table describes the field and column labels contained in the Insurance Companies screen.

Field/Column Label	Description
Insurance ID	Abbreviation that identifies the selected insurance company.
Name	Name of the insurance company.
Street	Street address of the insurance company.
Additional Street Address (No label)	Additional information for the street address, if applicable.
City	City in which the insurance company is located.
State	State where the insurance company is located. (This field holds a maximum of 60 characters.)
Zip	Zip code of the insurance company.
Country	Country where the insurance company is located.
Phone	Primary phone number for the insurance company.
Fax	Fax number for the insurance company.
Contact	Name of the contact for the insurance company.
Phone	Phone number for the contact.
Secondary Phone (No label)	Secondary phone number for the contact.
Comment	Free-form text comment about the insurance company or contact.

Viewing Details of an Insurance Company

Use the following steps to view details of an insurance company:

1. In Insurance Companies, select the insurance company for which you want to view details.

2. Choose Get Record.

w The fields in the bottom portion of the screen fill with the details of the insurance company.

Changing a Definition of an Insurance Company

Use the following steps to change the definition of an insurance company:

1. In Insurance Companies, select the insurance company you want to change.

2. Choose Get Record.

w The fields in the bottom portion of the screen fill with the details of the selected insurance company.

3. Choose Change Record.

w Fields in the bottom portion of the screen open.

4. Enter changes in the fields.

5. Choose Save.

Adding an Insurance Company

Use the following steps to add an insurance company:

1. In Insurance Companies, choose New.

w Fields in the bottom portion of the screen open.

2. Enter new details in the fields.

3. Choose Save.

Deleting an Insurance Company

You can delete any insurance company defined in this program. You can later restore any deleted insurance company.

Use the following steps to delete an insurance company:

1. In Insurance Companies, highlight the insurance company you wish to delete.

2. Choose Delete Record.

w SBN asks you to confirm your selection.

3. Choose Yes.

Restoring an Insurance Company

After an insurance company has been deleted, you can restore that insurance company back into the system by using the Undelete function.

Use the following steps to restore an insurance company:

1. In Insurance Companies, choose Undelete.

w The Undelete window appears.

2. Find the insurance company you wish to restore in the list, and double-click the line, or press [Enter].

w The insurance company returns to the active list of defined companies.

Using a Template for a New Insurance Company Profile

You can use the profile of one insurance company as a template for a profile of another insurance company.

Use the following steps to create a new insurance company profile from a template:

1. In Insurance Companies, select the insurance company you want to use as a template.

2. Choose Copy Current Record.

w The fields in the bottom portion fill with the details of the selected insurance company, but remain open for changes.

3. Change any information needed for the new profile of an insurance company.

4. Choose Save.

w SBN adds the new profile of the insurance company to the list of defined insurance companies.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions, and functionality.

Button	Name	Shortcut Key	Action	Description
	Get	ALT+F1	1541/ 1	Get record.
	Change	F2	1541/ 2	Change selected record.
	New	F3	1541/ 3	Create new record.
	Delete	SHIFT+F10	1541/ 4	Delete selected record.
	Undelete	ALT+F10	1541/ 5	Restore deleted record.
	Print	CTRL+F8	1541	Zoom in/out of sublevel.
	Copy	Shift+F3	1541	Copy the selected record as a template.
	Previous	F4	1541/ 999	Select last record.
	Next	F5	1541/ 999	Select next record.
	Exit without saving	ESC	1541/ 999	Exit without saving changes to record.
	Save New Record	ENTER	1541/ 999	Save changes to record.