Copying Office Insurance Schedules
If you have multiple office locations, assigning multiple insurance schedules to each office may take a long time. If one or more of your offices need the same set of insurance schedules, you can copy all the schedules from one office to another. Copying schedules saves you time and increases accuracy. After copying schedules, you can modify the insurance schedules that are assigned to each office. See Assigning Insurance Schedules to Offices.
To copy office insurance schedules
- In AcuityLogic Admin, click Insurance and select Office Insurance Schedule Setup.
The Office Insurance Schedule Setup window opens.
- From the From Office drop-down list, select the office whose schedules you want to copy.
To be copied, a schedule must meet these requirements:
- Be active in the From office
- Not belong to a plan for which the To office already has an active of inactive default schedule
All schedules are copied to the To office as the active "Default Version" of a plan, even if the From office users custom names for insurance schedule versions.
- From the To Office drop-down list, select the office to copy the schedules to.
- Click Copy Insurance Schedules.
A message displays the number of schedules copied.