Reactivating insurance plans

You can reactivate an insurance plan if you need to use it again.

Note: Reactivating insurance plans requires the "Edit Insurance Plans" and "Inactivate/Activate Insurance Plan" security rights.

To reactivate a plan

1. On the Home menu, under Insurance, click (or tap) Carriers.

   The Insurance Carriers page opens.

2. Select an insurance carrier.

   Tip: To help you locate an insurance carrier quickly, in the Filter box, enter part or all of a carrier's name, plan/employer, or group number to filter the carrier list so that it displays only those carriers that match what you enter.

   

   The options to edit the insurance carrier become available.

   

3. Under Plans/Employers, only active plans appear in the list by default, so open the View menu, and then select INACTIVE to view only the inactive plans.

   

4. Select an insurance plan.

   

   The options for editing the insurance plan become available.

   

5. From the Status list, select ACTIVE.

   

6. Click (or tap) Save.