Exporting Insurance Plans
You can generate a spreadsheet with insurance plan information.
The spreadsheet contains insurance plan information for only the plans that meet the search criteria, if any. If you do not perform a search to filter the displayed plans, the spreadsheet includes information for all plans in your system.
To export insurance plans
- Open the Insurance Plan window. See Opening the Insurance Plan Window.
- Perform a search if necessary. See Searching for Insurance Plans.
- Click Export.
The spreadsheet of insurance plan information opens in Microsoft Excel.