The Insurance module in Flovix allows users to manage and maintain insurance company records within the system. This section helps users store insurance details, organize insurance providers, and manage related information efficiently.
At the top of the screen, users can access system options such as notifications, help, apps, and language settings. The Insurance page also includes tools that allow users to search records, customize columns, print data, and export records for reporting purposes.
Users can quickly find insurance records using the Search field, which allows searching by Insurance Name. This makes it easy to locate a specific insurance provider from the list.
The page also includes a status filter, allowing users to view only active insurance records. This helps keep the list organized and focused on currently active providers.
Each record in the list displays important information such as insurance name, reference details, contact information, and balance amount.
Users can manage insurance records using the available Edit and Delete options.
Step-by-Step Guide to Manage Insurance Records
Step 1: Open the Insurance Module
Navigate to the Insurance section in Flovix to view the list of insurance records.
Step 2: Search for an Insurance Record
Use the Search bar to find an insurance company by entering the insurance name.
Step 3: Filter Active Records
Use the status filter to display only active insurance records.
Step 4: Add a New Insurance Record
Click the Add New button to create a new insurance entry and enter the required details.
Step 5: Edit Insurance Information
Click the Edit option next to a record to modify the insurance details.
Step 6: Delete an Insurance Record
Click the Delete option to remove an insurance record from the system.
Step 7: Print or Export Records
Use the available options to manage reports:
Print – Print the insurance list.
Export – Download insurance records for reporting or documentation.
Benefits of Using Insurance Module
Keeps insurance company records organized.
Allows users to quickly search and access insurance details.
Provides easy management of insurance providers.
Supports printing and exporting insurance data.
Helps maintain accurate insurance information within the system.