Setting Up Insurance > Handling Insurance Plan Information

Editing Insurance Plans

To edit insurance plan information:

1. Select List > Ins. Plan. The Insurance Plan List window is displayed.

2. Double-click an insurance plan in the list. The insurance plan is displayed in the Insurance Plan window.

3. Make changes and click OK.

4. 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.

4. Click Close twice.

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