The Plans module allows you to easily show and modify the parent/child relationship between plans.
Getting Here: Click Products > Plans
When you select a Master Plan, and then select the Plan Relationships tab, you see a list of the associated child plans.
Master Plans show the following:
Supplemental Plans show the following:
- Parent Plans
- Child Plans
- Plan Exclusions
To add a plan relationship, you can enter a plan number in the text entry box, or you can click Browse to see a list of available plans.
To delete a plan relationship, click the red X to the right of the plan name.