Summary
The wizard for creating an insurance claim in PANTHEON VET also allows us to create a summary document.
The program will in this case create an Invoice for the insurance claim with the summed amounts.
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TIP
You can read the technical instructions and field descriptions in the technical manual Insurance claim.
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In this chapter, we will describe a practical example of creating a summary insurance claim.
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DESCRIPTION OF THE EXAMPLE
The responsible person in the veterinary clinic wants, using the wizard, to create a summary insurance claim. They do this in the following steps:
- Selecting the wizard
- Creating a summary insurance claim
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1. Selecting the wizard
The responsible person uses the wizard on the selected case.
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TIP
For a detailed description of using the wizard to create an insurance claim document, see the chapter Create document.
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In the case toolbar, select the button 
(Wizards) and Insurance claim.
Proceed to create the summary claim.
2. Creating a summary insurance claim
A blank window opens Creating document.
In the field Insurance company select the appropriate insurance company from the dropdown list: Zavarovalnica Triglav d.d..
Open claims are displayed.
Among the positions, use the toggle to select the cases for which you want to create a summary insurance claim.
Check the toggle Summary.
Select the button Create document.
An Invoice for the insurance claim is created with the selected data and summary value.