Searching for Billing Rules

To search for billing rules

  1. Open the Company Information window. See To open the Company Information window.
  2. Click the Insurance Rules link for your company.
  3. In the Insurance Rules window, select the Billing Rules tab.
  4. From the Carrier Name list, select the carrier associated with the rule.
  5. If necessary, from the Plan Name list, select the plan associated with the rule.
  6. To search for billing rules in effect on a specific date, enter a date in the Effective on field.

    By default, the field contains today’s date, and the search returns only rules currently in effect.

    To search for all billing rules, leave the Effective on field empty.

  7. Click Find.

    The billing rules that meet your search criteria are displayed.

    Search results may include billing rules previously created for your office by Eyefinity and billing rules identified as invalid. Invalid billing rules are denoted by (invalid) in the Rule Description column.

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