Recording Insurance Details
I want to record the Insurance Policy number and when it expires. There are two fields on the animal's additional screen - called 'Ref 1' and 'Date 1' - these can be used for any purpose. In this example we will switched them over to relate to Insurance.
The 1st Step is to re-name them so they are a little more helpful.
Use the option:
This will take you into the configuration file params.txt.
Enter the following two lines:
Ref1_Name = Policy No.
Date1_Name = Expires On
This has re-named the two field.
You can edit them manually as needed, if the date in 'Date_1' has past then the management screen will show 'Expired' on the bottom left of the screen.
There are reports in DataMajor to list all the policy details and expiry dates.
While you can edit the dates manually you can also setup an Automatic pricing code that fills in the details automatically.
Setup an Automatic Pricing card as follows:
| Description | Insurance Details |
|---|---|
| Keyword | INS |
| Analysis Code | Your code for Admin |
| Extras | ^29=1 ^30=1 |
Now whenever you want to record Insurance details for an animal enter the INS code within automatic pricing:
Item(s) INS
you will be prompted with
Enter reference number 123-12345-1111
Enter date 01.07.2006
they will be added to the clinical screen and update the management card automatically.