Add and Manage Insurance Companies This article will help you manage the Insurance Companies library, which contains information for every Insurance and Adjuster company you... 4
Update Business Information and Corporate Branding This article will help you customize your business identity and branding within Universal Office. You can modify your company details,... 2
Create and Submit Treatment and Assessment Plan (OCF-18) This article will help you create and submit a Treatment and Assessment Plan (OCF-18) to an Insurance Company via HCAI.... 2
Create and Submit Treatment Confirmation Form (OCF-23) This article will help you create and submit a Treatment Confirmation Form (OCF-23) to an Insurance Company via HCAI. You... 0
Cannot find Desjardins Auto Insurance on HCAI Desjardins is not registered with HCAI as Desjardins Insurance. To submit claims to Desjardins, select Certas Home and Auto Insurance.... 6
Cannot find Travelers Canada Auto Insurance on HCAI Travelers is not registered with HCAI as Travelers Canada. Back in 2009, Travelers has merged operations with St. Paul Fire... 3
Create and Submit OCF-21 This article will help you create and submit OCF-21 version B and C invoices. Both forms have the same cover... 4
Batch Billing The batch billing feature allows to create hundreds of invoices at once. Before creating invoices in batch, one or more... 0
Create and Manage Providers Note: Terms “Resource” and “Provider” will be used interchangeably in this article. This article is intended to help you add... 1
Create and Manage Patients This article explains how to add a Patient Record and manage an existing one. To perform the following procedures, open... 16