Copy Plan Amounts

With the Copy Plan Amounts function, you can copy the Insurance Plan Code Conversion amounts for one insurance plan effective date into another effective date, within the same database.

Since insurance plans are stored with an effective date, whenever the need arises to create a new effective date because the conversion amounts have been updated, you copy the old amounts for the insurance plan into a new effective date. Then all you have to do is update the actual amounts for the new effective date.

Upon accessing this function, the Copy Plan Amounts screen displays containing blank data fields.

Data Field Information
Prompt Response Req Len
Plan Code Type the plan code you want or select from the Plan Code list.   5
Copy from Date Type the date you want or click the calendar icon to select a date. 10
Copy into Date Type the date you want or click the calendar icon to select a date. 10