Adding and Copying Insurance Schedules

This section explains how to add and copy insurance schedules.

For multitenant environments, the following setup can be performed only by administrators of the parent company. Setup and updates for individual companies can be performed after the initial setup is completed. See Setting Up Insurance for Individual Companies.

Topics include the following:

  1. Open the Insurance Plan window. See Opening the Insurance Plan Window.
  2. Perform a search if necessary. See Searching for Insurance Plans.
    Ensure that the company you want to add schedules for is selected in the Company Name drop-down list when you search for insurance plans.
  3. Click the Schedule link in the Add column next to the plan to which you want to add a schedule.

    The Add Schedule window opens.

  1. Open the Add Schedule window. See To open the Add Schedule window.
  2. Select Create blank schedule from the Copy/Create drop-down list.
  3. Click Next.

    The Insurance Schedule window opens, and a version number is automatically assigned to the schedule.

  4. Enter or select the schedule start and end dates in the Start Date and Termination Date fields.
    • You must record schedule start and end dates. If you record a start date in the future, you cannot use the schedule until that date.
    • Although you can assign multiple versions of an insurance schedule to an office, the schedules’ start and termination dates cannot overlap.
    • To simultaneously update the termination dates of multiple schedules so that you do not have to manually update the termination dates for multiple carriers, see Changing Insurance Schedule Termination Dates.
  5. To modify the schedule by setting up detailed benefits information, see To modify insurance schedules.
  1. Open the Add Schedule window. See To open the Add Schedule window.
  2. Select one of the following options from the Copy/Create drop-down list:
    • To copy a schedule from any plan, select Copy from any plan, and go to step 3.
      This option lets you copy schedules created for your company for the selected plan.
    • To copy a schedule from the same plan, select Copy from another schedule within this plan, and go to step 5.
      This option lets you copy schedules created for all companies for the current plan.
  3. Select an insurance carrier from the Carrier Name drop-down list.
  4. Select an insurance plan from the Plan Name drop-down list.
  5. Select the item types to copy as follows:
    • Select the check box of each item type that you want to copy.
    • To select all item types, click All.
    • To deselect all item types, click None.
  6. Enter or select the schedule start and end dates in the Start Date and Termination Date fields.
    • You must record schedule start and end dates. If you record a start date in the future, you cannot use the schedule until that date.
    • You cannot enter a past date for the Start Date or Termination Date.

    • You can copy a schedule only when the Start Date and Termination date of the plan and version being copied to is within the range of the Start Date and Termination Date of the plan and version being copied from (as shown in the Version list shown below the Termination Date field).

    • Although you can assign multiple versions of an insurance schedule to an office, the schedules’ start and termination dates cannot overlap.
    • To simultaneously update the termination dates of multiple schedules so that you do not have to manually update the termination dates for multiple carriers, see Changing Insurance Schedule Termination Dates.
  7. Click the link of the schedule version from which you are copying item types.
    If you selected the Copy from another schedule within this plan option, the schedules for the current plan for all companies are available. The company that the plan was created for appears next to the schedule version name.

    The Insurance Schedule window opens, and a version number is automatically assigned to the schedule.

  8. To modify the schedule by setting up detailed benefits information, see To modify insurance schedules.

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