Assigning Insurance Plan Schedules to Offices
If you are a single-location practice, the schedules for the insurance plans you map are automatically assigned to your office location. If you are a multilocation practice, you can assign the schedules to additional office locations.
To assign insurance plan schedules to offices
- Open the Insurance Mapping window. See Opening the Insurance Mapping window.
- To search for the insurance carrier with the plan that you want to assign, select a carrier or type the carrier name in the Carrier Name drop-down list and click Find.
- Click the Plans link for the carrier with the insurance plan that you want to assign.
The Insurance Plan Mapping window opens.
- To search for the plan that you want to assign, select a plan or type the plan name in the Plan Name drop-down list and click Find.
- Click the Expand icon next to an insurance plan.
All schedule version for the plan appear.
- Click Assign Offices in the Schedule Name table to assign the schedule to additional offices.
The Assign Schedule window opens.
- Click Add Office and select the office that you want to add in the Office drop-down list.To assign the schedule to all office locations, click Add All Offices and skip to step 9.
- Click Insert.
- Click Done to close the Assign Schedule window.