# Insurance Master

The **Insurance Master** screen to configure a new insurance or update existing insurance details. 

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### Steps to Add Insurance Details in the Insurance Master

* Open the **Insurance Master (Home > Admin > Insurance > Insurance Master)** screen.
* Click the **Plus** icon to open the sections where you can enter the details.

  <figure><img src="/files/rzDUjUFXchgCuOX4Jjwp" alt="" width="320"><figcaption></figcaption></figure>
* Enter the **Insurance Name** and the full **Long Name** of the provider. Specify the **Insurance Code**. In the **Price Group** field, select one or more associated pricing groups. Provide the **Account Code** and **Account Name**. Set the number of **Clearance Days** to define the expected claim settlement period. If applicable, enter the **VAT Registration Number** detail.

  <figure><img src="/files/T1uwxCUk8LeCGHEECxUF" alt="" width="311"><figcaption></figcaption></figure>
* Select the **PostOffice Type** from the dropdown (such as **DHA**, **Riayati**, or **Shafafiya**). This value corresponds to the regulatory body or claim submission authority. Enter the **Claim Receiver ID**, which is typically a code representing the Third-Party Administrator (TPA) or insurance company receiving the claims.

  <figure><img src="/files/EMlgqYLktugO3Z1C89DD" alt=""><figcaption></figcaption></figure>
* Below these fields, there is a series of checkboxes that allow you to enable or disable specific settings:

  <figure><img src="/files/O19ngUAvzNooeETjdGCL" alt=""><figcaption></figcaption></figure>

  * **Should Submit Eclaim**: Select this option to submit claims under this insurance electronically.
  * **Correction Mode Resubmission With Full Amount**: If enabled, corrected claims will be submitted with the full invoice amount rather than just the corrected difference.
  * **Mark as active**: This option must be selected to activate the insurance and make it available.\
    \&#xNAN;***Note:** If this toggle switch is turned off, the insurance becomes inactive.*
  * **Enable Custom File Naming**: Select this checkbox to define the claim sequencing in the required format. The section appears when the checkbox is selected and hides when it's cleared.
  * **Enable File Splitup**: Select this checkbox to automatically split invoices when multiple insurances are linked. This ensures that each insurance provider is billed separately according to their respective coverage.
* Click **SAVE** to create and apply the insurance details. Based on the number of selected price groups, the equivalent entries will be created in the spread.

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### Steps to Modify Insurance Details in the Insurance Master

* Open the **Insurance Master (Home > Admin > Insurance > Insurance Master)** screen.
* Use the **Search** field to locate the desired insurance. You can enter the full or partial name to filter the list. If the insurance appears directly in the list, select it to open its details.

  <figure><img src="/files/41JFgEcwWndL2kAYM96P" alt=""><figcaption></figcaption></figure>
* Once the insurance details are visible, review the available sections and update the relevant information as needed.
* After making the necessary changes, select **SAVE** to apply and store the updated details.

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