Copying a Medicare Plan Benefit Package

Instead of creating a Medicare plan benefit package from scratch, you can create a new Medicare plan benefit package using an existing Medicare plan benefit package. This is possible through copying a Medicare plan benefit package. On copying a Medicare plan benefit package, the details are copied to the new Medicare plan benefit package. You can then edit the details, if required.

Prerequisites

To copy a Medicare plan benefit package, you should have:

  • Medicare plan benefit package (whose copy you want to create) defined in the application

Procedure

To copy a Medicare plan benefit package:

  1. Search for the Medicare plan benefit package in the Field Mapping screen.
  2. In the Search Results section, click the Duplicate (The Duplicate Icon) icon in the Duplicate column corresponding to the Medicare plan benefit package whose copy you want to create.

    The Medicare Plan Benefit Package screen appears. It contains the following section:

    • Main - Used to specify basic details of the Medicare plan benefit package. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Medicare Plan Benefit Package Used to specify the Medicare plan benefit package (i.e. 800 series plan). Yes
      Description Used to specify the description for the Medicare plan benefit package. Yes
    Tip: Alternatively, you can copy a Medicare plan benefit package by clicking the Duplicate button in the Field Mapping zone.
  3. Enter the required details in the Main section.
  4. Click Save.
    The new Medicare plan benefit package is defined.

Related Topics

For more information on... See...
How to search for a Medicare plan benefit package Searching for a Medicare Plan Benefit Package
Field Mapping zone Field Mapping