Create document
The wizard for creating an insurance claim in PANTHEON VET allows us to easily create an invoice for the insurance company from the case document.
 |
TIP
You can read the technical instructions and field descriptions in the technical manual Insurance claim.
|
In this chapter, we will describe a practical example of creating an insurance claim using the wizard.
 |
EXAMPLE DESCRIPTION
The responsible person in the veterinary clinic wants to create an insurance claim from the case document using the wizard. They do this in the following steps:
- Selecting the case document
- Creating the insurance claim
|
1. Selecting the case document
The responsible person selects the case document.
On the tab Insurance they check the data for the insurance claim.
 |
TIP
You can read the process of creating a new case document in the chapter Entering the case.
|
 |
WARNING
The tab Insurance is only visible when selecting Case type: Individual case.
|
2. Creating the insurance claim
The responsible person uses the wizard.
In the case toolbar, they select the button 
(Wizards) and Insurance claim.
A blank window opens Creating document.
In the field Insurance company they select the appropriate insurance company from the dropdown list: INSURANCE COMPANY TRIGLAV, d.d..
Open claims are displayed.
|
WARNING
To display claims for the insurance company, we must create an invoice for the case costs.
|
Check the field Document type and Dates for the document that will be created.
Among the positions with the switch, select the case for which you want to create an insurance claim.
|
TIP
In case of selecting multiple cases, the switch Summary allows the invoice to be created with only one line with the total amount. See a practical example in the chapter Summary.
|
Select the button Create document or press the key F5.
An invoice for the insurance claim with the selected data is created.
