Insurance Plan List

The Insurance Plan List is useful to look up an insurance plan's details or benefits, to modify a plan for all plan subscribers, or to clean up duplicate plans.

See also:

To open the list, in the Main Menu, click Lists, Insurance Plans, or from the Edit Insurance Plan Windowclick Pick From List.

The first 200 results that match filter criteria will display. Click Get All to show all plans that match. Each line entry refers to an individual plan. The number of plan subscribers is indicated under the Subs column. Double click a plan to view carrier, plan, and benefit information.

To narrow or sort the list of plans, enter filter criteria:

Combine: Combine duplicate plans into a single plan. See Combining Insurance Plans.

Hide Unused: Mark plans that have 0 subscribers as hidden.

Blank Plan: Only visible when the list is accessed via the Edit Insurance Plan window. Click to open a blank Edit Insurance Plan window.

Questions and Answers

I have duplicate insurance plans in the list. Why and how do I fix this?

There are a few reasons you may have duplicate plans. Sometimes plans look the same, but when the details are examined they are different. Thus what looks like duplicate entries is really different plans that share the same employer, carrier, group name, group number. Things to check:

If you created new insurance plans by mistake instead of using an existing plan, you can combine insurance plans. Combining is irreversible and changes historical data.

To avoid creating new plans inadvertently, follow these guidelines: