Unlinking fee schedules from insurance plans

You can quickly unlink a fee schedule from multiple insurance plans from one place so you don't have to edit each insurance plan one at a time to remove the fee schedule association.

Important:

• Unlinking a fee schedule from a plan will affect existing insurance estimates.

• The only way to relink a fee schedule is to edit the applicable insurance plans, reselecting the fee schedule, one at a time.

Note: Unlinking a fee schedule requires the "Edit Fee Schedules" and "Edit Insurance Plans" security rights.

To unlink a fee schedule from insurance plans

1. On the Settings menu, under Production, select Fee Schedules.

   The Fee Schedules page opens.

   

   Note: To search for a fee schedule, begin typing part of the name of a fee schedule in the Search for Fee Schedule box, and continue typing as needed to narrow down the list.

2. Select a fee schedule.

   The options for editing the fee schedule become available.

3. Select the Associations tab.

   

4. Expand the Insurance Plans category.

   The associated plans are grouped by carrier. The location that is associated with each plan appears next to the plan name. Also, an Unlink link appears after each plan.

   

5. Click the Unlink link of each plan you no longer want this fee schedule to be associated with.

   Note: If you want to undo the unlinking of any plan before you click Save, you may do so by clicking its Relink link.

   

6. Click Save.

   A confirmation message appears.

7. Click Unlink & Save.

Note: The unlinking of the fee schedule is recorded in the audit log.