Exporting Insurance Plans
You can generate a spreadsheet with insurance plan information.
The spreadsheet contains insurance plan information for only the plans that meet the search criteria, if any. If you do not perform a search to filter the displayed plans, the spreadsheet includes information for all plans in your system.
For multitenant environments, the following procedure can be performed only by administrators of the parent company.
To export insurance plans
- Open the Insurance Plan window. See Opening the Insurance Plan Window.
- Perform a search if necessary. See Searching for Insurance Plans.
- Click Export.
The spreadsheet of insurance plan information opens in Microsoft Excel.