Searching for Insurance Plans
For multitenant environments, the following procedure can be performed only by administrators of the parent company.
To search for insurance plans
- Open the Insurance Plan window. See Opening the Insurance Plan Window.
- Enter or select your search criteria in any of the following fields:
- Carrier Name
- Plan Name
- Plan Type
- Billing Mode
- Start Date
- Review Date
- Termination Date
- Active
- Select the company that you want to find insurance plans for from the Company Name drop-down list.
- Click Find.
The search results are displayed.