OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Setting Up Plan Detailed Benefits
Chapter 2 Setting Up Insurance Carriers & Plans
To copy detailed benefit groups
Open the Detail Benefits window. For information on opening the Detail
Benefits window, go to To open the Detail Benefits window on page 130.
Select a product type from the Product Type drop-down menu.
Click Group Builder.
The Plan Group Builder window opens.
Click Copy.
The Copy Groups window opens.
Select an insurance carrier from the Insurance drop-down menu.
Select an insurance plan from the Plan drop-down menu.
Select the check boxes next to the groups that you want to copy.
Click Copy Selected.
To copy detailed benefits
Open the Detail Benefits window. For information on opening the Detail
Benefits window, go to To open the Detail Benefits window on page 130.
Click Copy.
The Copy Detailed Benefits window opens.
Note
A confirmation may appear asking you if you want to overwrite any
existing detailed benefits in this insurance plan. Select one of the
following options:
• Click Yes to erase all of the plan’s detailed benefits and replace
them with those you are about to copy.
• Click No to keep the current detailed benefits and not copy
detailed benefits from another plan.
152 OfficeMate Home Office User’s Guide