Insurance Tracking: Ability to clone dependents into new plan (can clone existing members, but not dependents now)
We recently built a new plan for our dental coverage based on changes that will be coming down the pike. I cloned all existing members from the old plan set up to the new plan set up. That was easy. What doesn't happen, however, is the dependents that were on the prior plan don't also move to the new plan with the cloned employees. Therefore, I had to go into each employee's insurance tracking record and re-clone their dependents into the new plan. It took a lot of time.
1
vote
Diane Austin
shared this idea