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Creating an Insurance Carrier Template

You may want to create templates containing both the doctor and a specific insurance carrier's information, to be used when you get a new patient covered by that insurance carrier.

Create a new folder named Carriers under the Doctor's folder.

Select the "Load previously saved EC-4AMR data" button near the top of the form,

and then select the data file that you previously created for the doctor (doctorName.xml), or complete section B. Doctor's Information.

On the form, complete the insurance carrier's information in section C. Billing Information.

Scroll to the bottom of the form and select the Save Data button

Save the file with the insurance carrier's name in the Carriers folder. This file will have an .xml file extension. (i.e. carrierName.xml)

• Create a template for a doctor