To migrate insurance plans from one
carrier to another carrier, open the Home
menu and select Carriers.
Search for and select the insurance carrier
to open the Edit Carrier page.
Click Plan Migration to begin migrating
the insurance plans.
You can select the checkbox at the top
of the list to select all plans at one time,
or just select the checkboxes of the plans
you want to move.
Under Select Destination Carrier,
search for and select the insurance carrier's
name or payer ID that you want to move
the selected plans to.
To begin migrating the insurance plans,
click Migrate.
Here you can see the steps to migrate
the insurance plans.
On the Review Migration tab,
under Selected Plans to Migrate,
review the insurance plans that you
want to migrate.
The current carrier for the insurance plans
is listed Under Migrate Plans from Carrier.
The carrier you are moving the plans to,
is listed under Migrate Plans To Carrier.
Review the information carefully.
You can click the X next to a plan name
to remove it from the migration.
When you are done with your review,
click Next.
On the Migration Reason tab,
a note is added for you by default,
which indicates that the plans moved
from one carrier to another.
You can add to this note if you want to.
When you are ready, click Migrate.
There is no green success message for
this activity. You will see a refresh of the
carrier page.
If you want to check if the plan migration
was successful, you can search for the
insurance plans on the Carrier page.