Plans
- Adding and Editing Plan Services Provided Information
- Adding and Maintaining Plan Files
- Adding, Editing or Deleting Employee Plan and Plan Contact Roles
- Creating A Short Plan Year End
- Creating and Using Fee Schedules
- Reactivating a Plan
- Reassigning a Plan to a New Client
- Using Plan Details
- Using Plan Details - Workflow Tab
- Using the On Hold Function
- Working with Multiple Employer Plans