Assigning Offices to Insurance Schedules

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. The window contains two tabs - Current and Future. The Current tab displays all the offices that have the schedule assigned and currently active. The Future tab displays all the offices that have the schedule assigned with a start date that is in the future. You can filter the lists by selecting filter criteria from the drop-down lists and clicking the Magnifying Glass icon.

  3. To edit the start or end date for an office, locate it in the list and click Edit. Enter the new date(s) and click Save.
  4. To add the schedule to one or more offices
    1. Click Add Offices to this Schedule.

      The Add Offices to Plan Schedule window opens.

    2. Select the check box(es) next to the offices(s) you want to assign the plan to.
    3. 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 or more offices:
    1. Select the check box next to each office you want to remove the schedule from.
    2. Click Remove Selected Offices.
    3. Click Yes, Continue in the confirmation message.
  6. Click Done to close the Assign Offices window.

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