Import insurance plan codes to a version

When creating or editing a contract version, you can import insurance plan codes from another version. The import feature imports copies of the insurance plan codes.

To import insurance plan codes to a version:

  1. Navigate to the version to which you want to add codes.

  2. At the end of the version row, hover your cursor and click the Edit icon ().

  3. In the Edit Version dialog, click the Insurance Plan Codes tab.

  4. In the lower half of the dialog, click the Import tab.

  5. In the list of contracts, locate and expand the version that has the codes you want. To import a code, click the arrow icon at the end of the code row, as shown in the following example:

    The code is copied to the Assigned section of the dialog.

  6. Click Save

    NOTE: If you copy a code you do not want, before saving, you can remove it by clicking Remove icon (). To remove after saving, from the Assigned section, click the Unassign icon () for that code.

See also