Adding Insurance Plan Schedules to Offices

The Add Insurance Plans to Offices window enables you to add multiple plan schedules to multiple offices at the same time. You can also remove multiple plan schedules from multiples offices.

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.
  3. Click Add Plans to Offices.

    The Add Insurance Plans to Offices - Select Plans window opens and displays a list of the active plans for your company.

  4. Search for plan schedules, if necessary.

    1. Select a filter from the drop-down list. You can filter by Plan ID, Plan Name, Carrier, Plan Schedule, Schedule Name, or Keyword.

      Plan ID and Keyword are available only if enabled for your company.

    2. Select one or more plan schedules in the Search By... drop-down list.

    3. Click the magnifying glass icon.

      The selected filters display in the Filters field, and the list is updated to display the plan schedules that match your criteria.

  5. Select the check boxes next to the plans you want to add.
  6. Scroll down to the bottom of the window and enter a Start Date and Termination Date for the plan schedules. Dates cannot be dates in the past or outside the dates set for the plans schedules.
  7. Click Next.

    The Add Insurance Plans to Offices - Select Offices window opens and displays a list of the offices in your company.

  8. Search for offices, if necessary.
  9. Select the check boxes next to the offices you want to add the plan schedules to.
  10. Click Next.
  11. The Add Insurance Plans to Offices - Review & Submit window opens and displays the plan schedules and offices you selected, along with the Start Date and Termination Date you entered.
  12. Click Submit and Update Plan Schedule.

    The schedules are added to the offices and the Download Change Summary window opens.

    If an office already has a schedule assigned, and the effective dates for the schedule you are adding overlap with those of the existing schedule, the Overlapping Schedules window opens. Select the schedule you would like to keep and click Continue. The schedule you do not select is removed from the office.
  13. To download the summary of office and plan assignments in CSV format, click Download as CSV. Otherwise, click Close.
  1. Open the Insurance Plan window. See Opening the Insurance Plan Window.
  2. Perform a search if necessary. See Searching for Insurance Plans.
  3. Click Remove Plans from Offices.

    The Remove Insurance Plans from Offices - Select Plans window opens.

  4. Search for plan schedules, if necessary.

    1. Select a filter from the drop-down list. You can filter by Plan ID, Plan Name, Carrier, Plan Schedule, Schedule Name, or Keyword.

      Plan ID and Keyword are available only if enabled for your company.

    2. Select one or more plan schedules in the Search By... drop-down list.

    3. Click the magnifying glass icon.

      The selected filters display in the Filters field, and the list is updated to display the plan schedules that match your criteria.

  5. Select the check boxes next to the plans you want to remove from offices.
  6. Click Next.

    The Remove Insurance Plans From Offices - Select Offices window opens and displays a list of the offices in your company.

  7. Search for offices, if necessary.
  8. Select the check boxes next to the offices you want to remove the plan schedules from.
  9. Click Next.
  10. The Remove Insurance Plans From Offices - Review & Submit window opens and displays the plan schedules and offices you selected.
  11. Click Remove Plan Schedules from Offices.

    The schedules are removed from the offices and the Download Change Summary window opens.

  12. To download the summary of the office and plan assignments you removed in CSV format, click Download as CSV. Otherwise, click Close.

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