Adding Insurance Schedule Notes

You can add notes to insurance schedules when you update or terminate the schedule.

  • You can review notes added to schedules, but you cannot edit or delete existing notes.
  • Notes are not copied to new versions of an insurance schedule.
  • For multitenant environments, the following procedure can be performed only by administrators of the parent company.

To add insurance schedule notes

  1. View the insurance schedules for a plan. See To display insurance schedule versions for a plan.
  2. Click the Notes link in the row of the appropriate schedule.

    The Insurance Schedule Notes window opens.

  3. Enter the note, and click Add Note.
  4. Click Return.

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