Exporting Insurance Plan Schedules

You can export the details of insurance plan schedule to Microsoft Excel.

To export insurance plan schedules

1. Open the Insurance Mapping window. See Opening the Insurance Mapping window.
2. To search for the insurance carrier with the plan schedule that you want to export, 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 schedule that you want to export.

   The Insurance Plan Mapping window opens.

4. To search for the plan with the plan schedule that you want to export, select a plan or type the plan name in the Plan Name drop-down list and click Find.
5. Click the Expand icon for the insurance plan with the schedule that you want to export.
6. Click Export in the Schedule Name table to export the insurance plan schedule.

   AcuityLogic exports the insurance plan schedule to Microsoft Excel.

Related Topics

• Setting Up Insurance
• Setting Up Your Company
• AcuityLogic Admin