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

  1. Open the Insurance Mapping window. See Opening the Insurance Mapping window.
  2. 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.
  3. Click the Plans link for the carrier with the insurance plan that you want to assign.

    The Insurance Plan Mapping window opens.

  4. 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.
  5. Click the Expand icon next to an insurance plan.

    All schedule version for the plan appear.

  6. Click Assign Offices in the Schedule Name table to assign the schedule to additional offices.

    The Assign Schedule window opens.

  7. 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.
  8. Click Insert.
  9. Click Done to close the Assign Schedule window.

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