Estimate Insurance Mapping Setup

Overview

Open the Estimate Insurance Mapping Setup screen from Settings/Setup/Estimate Settings/Insurance Mapping. 

**You must have Transaction Permission: Estimate Settings Setup to access this screen.**

This screen enables users to map insurance names from various estimating systems to the Nexsyis master insurance list. Its primary purpose is to correct insurance companies mistakenly mapped to "[Customer Pay/No Insurance]" (yellow lines) and ensure that any unmapped insurance companies ("<not mapped>" - red lines) are properly assigned.

On the Estimate tab, it will show "<<not mapped>>" if an estimate insurance name is not mapped. Users with permission can right-click on <<not mapped>> and select Insurance Mapping to launch the Insurance Mapping screen. 

Edit Insurance Company Mapping

If a line is yellow, verify that the information is correct and confirm whether the Nexsyis name should remain as "[Customer Pay/No Insurance]." If a line is red, the user should map the source name to the correct insurance company.

1. Under the Nexsyis Name column, select the correct Insurance Name you would like to map the Source name to.

2. After updating the source names with their correct insurance names, check the box under either the "Update WIP" or "Update All" option:

• "Update WIP" (Work-In-Process): Updates all estimates in Folders that have not been delivered with the new Nexsyis insurance name.
• "Update All": Updates all estimates in the system, including historical data. Note that selecting "Update All" will impact all historical reporting.

3. Continue to update any other necessary lines. A green check will be placed in any row you have changed. Also, if necessary, selecting the blue  "x" reset button at the top right corner of the grid will reset the grid and undo all of your changes.

4. Once you are confident with all of your changes, click Save at the bottom of the screen.