Transcription of BMS Quick Reference Guide - Bill It Now
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BMS Quick Reference Guide - Bill It Now
Frank Winston Crum Billing Quick Reference Guide Version 3 9/16/2011 Navigating Bill It Now Using your internet browser, go to Click on the Log In link located at the top right hand corner of the screen to display the BMS Login Screen, shown below. Enter your username and password in the Login dialog box and press <ENTER> to access the BillItNow Welcome Page. 2 Welcome, User The Welcome Page provides links to various options. The Tools section provides links to settings and actions. The Accounts section provides links to your policies and other entities. Select the Policy Holder or Policy link to search or browse these levels. 3 Welcome Page Welcome, User Your Agency Name Here Selecting the Policy Holder link (shown on page 3) will display the Policy Holder Screen, shown below. From this screen, you may access policy holder detail two ways. Either search for all or part of the name, or point and click on the name of the insured to view the Policy Holder Detail Screen for that client.
Frank Winston Crum Billing Quick Reference Guide 7 Policy Screen The Policy link, highlighted on page 3, will display the Policy Search Screen, shown below.
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