Insurance "Plans"

[mdeyedoc]

I've seen several references to Insurance "plans". It sounds like we can now create "plans" to consolidate all the difference coverage and fee structures within one insurance company but I don't see a tutorial on it. Besides the shorter list of insurance cos, what are the advantages of creating plans? Does it allow you to combine the plans on one mass insurance check?

Vanderky said:
You can merge your previously long list (If you had one for auto calculation) into the plans by adding plan and copying/merging info from the original to the plan (or vise versa) I always forget which way to merge but I also back up and re install if I "F" up and do the opposite and all is right in the world

Any other tips about converting/using plans?

Also, any concerns about past invoices/claims if you merge insurance cos into "plans"?

Marcia

[Kraig]

Last time I checked merging the insurances WILL affect previous invoices. I was talking to Paul trying to figure out a way to avoid this. As far as I know this has not been changed at this time. I'll try to get more info on Monday.

[vaderkty]

Nov 22, 2014 18:26:49 GMT -6 Kraig said:

Last time I checked merging the insurances WILL affect previous invoices. I was talking to Paul trying to figure out a way to avoid this. As far as I know this has not been changed at this time. I'll try to get more info on Monday.

They did a sort of "work around" so you can manage to reconcile your "new" plans and your "old" plans they keep them separate.


You can also edit the line item and keep old data as is once something is reconciled. They had fixed this issue 2 updates ago. I found a pic of the work around.

Trust me, It was a HUGH pain in the ... at first but, once you can actually shorten your insurance list AND have it auto-calculated, It makes the insurance dropdowns SO much easier.

The more they work on it and the more we throw the ideas out, the better it gets. I would not worry too much about merging but I would test on some "lesser used" insurances to test it out first. Just to play it safe.