Making Mass Updates to Insurance Plan Schedules

You can update multiple insurance schedules at the same time in AcuityLogic Admin using the mass update feature. Changes to any schedule in a plan can be copied to:

• Other schedules in the same plan
• Other plans in the same carrier

Changes to allowance, discount, receivable, and copay amounts—adding and deleting schedule items—any change you can make in the Insurance Schedule or Add Schedule Item windows can be applied in a mass update.

While you are in an insurance schedule, you can make schedule changes and apply them to one or more mass updates.

You can apply changes to a mass update, make more changes, and again apply them to a mass update.

Until you exit a schedule, changes you make are highlighted and can be applied to a mass schedule update.

The mass update feature automatically uses Start Date and Termination Date as a filter criteria for making updates to schedule items.

• When performing a mass update, the system checks to see if the existing Start Date and Termination Date for each source item and target item match. If they do not match, the update will skip the item. This rule applies to both current and future schedules. The update will also skip any items with expired dates.

• If the target item does not have a future schedule set up, but the source item does, the mass update will copy it to the target.

• If you make changes to item information in the Insurance Schedule window and select the Enable Mass Updates check box, a message displays, prompting you to save the information before proceeding.

• The Excel update results report includes the Start and Termination Dates and indicates which items were skipped during the update due to dates not matching.

To mass update insurance schedules

1. View the insurance schedules for a plan. See To display insurance schedule versions for a plan.
2. In the Schedule Name column, click the link of the schedule you want to modify.

   The Insurance Schedule window opens.

3. Make all the changes necessary for a mass update and click Save. See To modify insurance schedules.
   • To save all the highlighted changes to the schedule, click Save. If you do not click Save, changes made to the schedule may be lost unless you select this schedule for a mass update and apply the changes during the mass update.
   • To update only this schedule, click Save & Return after you finish making changes.
4. In the upper panel of the Insurance Schedule window, select the Enable Mass Updates check box.

   The following mass update buttons appear in the lower-right side of the window:

   • Select Schedules to Be Mass Updated
   • Apply Mass Update
5. Click Select Schedules to be Mass Updated.

   The Carrier Schedules window opens. The name of the edited schedule appears in the Source Schedule field. By default, all insurance plans for the current carrier are listed in the Select Schedules for Mass Update table. The schedule version displayed matches the schedule version of the edited schedule.

6. To select a single plan for the carrier, select a plan in the Plan Name drop-down list.
7. To select a different schedule version or all versions of the schedule, select a version in the Version drop-down list.
8. (Optional) Select a Start Date. If your team updates schedules by common dates, this filter enables you to select all schedules with the same start date.
9. (Optional) Select the Show Active Plans Only check box to prevent inactive or deactivated plan schedules from appearing in the schedule selection window.
10. (Optional) Select the Only Show Schedules Assigned to Offices check box to prevents schedules that are not assigned to offices from appearing in the schedule selection window.

    To update unassigned schedules—for instance, if you are preparing schedules for the new year—deselect this check box.

11. Click Find.
    When you select schedules for a mass update in the Carrier Schedules window, you must click Find after you choose your selection criteria to generate a list of matching schedules. If you change selection criteria, you must click Find again to generate a new list.
12. To select every plan on every page of the Carrier Schedules window, select the Select check box.
13. To select individual plans for a mass update, select the check box for the individual plans in the Select column.
    You can select plans on any page of the Select Schedules list before you click Save. Save does not complete or cancel the mass update.
14. When the correct plans are selected, click Save.

    The Insurance Schedule window reopens. A message states how many schedules are selected for mass update.

    You must select All Insurance Plans and All Versions to select all of the carrier’s schedules for mass update.
15. Click Apply Mass Update, and then click OK in the confirmation message.

16. • In the Insurance Schedule window after you apply a mass update, the selected schedules and filters remain selected for you to apply additional changes (unless you modify the filters or schedules or exit the current schedule).

    • Until you exit the Insurance Schedule window, you can make schedule changes and apply them to one or more mass updates. You can make multiple changes to a single schedule and save multiple times. You can apply changes to a mass update, make more changes, and again apply them to a mass update.

Related Topics

• Setting Up Insurance Schedules
• Setting Up Insurance Information
• AcuityLogic Admin