Assigning Insurance Schedules to Offices

You can add one insurance schedule version from each insurance plan to each office. You can assign insurance schedule versions to offices and remove insurance schedule versions from offices.

  • 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.
  • 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 of the schedules from one office to another. See Copying Office Insurance Schedules.

To assign insurance schedules to offices

  1. View the insurance schedules for a plan. See To display insurance schedule versions for a plan.
    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.
  2. Click the Assign Offices link.

    The Assign Offices window opens.

  3. To add the schedule to a specific office, click Add Office, select an office from the Office drop-down list, and click Insert.
  4. To add the schedule to all offices, click Add All Offices and click OK in the confirmation message.
  5. To remove the schedule from one office, click the Delete link and click OK in the confirmation message.
  6. To remove a schedule from all offices that it is assigned to, click Remove All Offices and click OK in the confirmation message.
  7. Click Done to close the Assign Offices window.

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