7.04 Assign Plans to All Packages Screen

Note: Before assigning, please ensure that the plans are properly aligned across all packages; for example, HMO plans should be placed in the same row, while PPO plans should be arranged separately in another row.

Use the Reorder Plans feature within the package to modify the sequence of plans for that specific package.

  1. When the ‘Assign Plans To All Packages’ button is selected, a screen appears allowing users to assign plans across all packages, displaying the following information:
    1. Assign Plans To ‘Carrier/Package’ Name button
      1. Clicking displays the plan assignment screen for one package.
    2. Package Name – shows the first package name
    3. Discard Unsaved Changes button
    4. Save button
    5.  
  2. The grid/table displays the following columns:
    1. Census
    2. Packages – for each package associated to the product line.
      1. The first package is designated as “Assign Plans To All Packages”.