Setting Up Insurance > Handling Insurance Plan Information
To edit insurance plan information:
Select List > Ins. Plan. The Insurance Plan List window is displayed.
Double-click an insurance plan in the list. The insurance plan is displayed in the Insurance Plan window.
Make changes and click OK.
If a history file is associated with the insurance plan, HIST is displayed in red text at the bottom of the Information, Coverage, and Claim Filing tabs.
Click Close twice.
In any window, press Ctrl + P or select List Insurance Plans from the Power bar to access the Insurance Plan List window.