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Unlinking documents linked to medical plans

To unlink a document linked to a medical plan:

  1. Open the Plan sub-tab. See Medical Maintenance - Medical Plan tab - Plan sub-tab.
  2. Select a medical plan in the grid area.
  3. Click Manage (wide) button).

    The Confirm window is displayed.

    Confirm window (Unlinking medical plan documents)

    Note: The Unlink button is only displayed if there is an existing linked document.

  4. Click Unlink button.

Last modified: 5/05/2017 1:34:13 PM

See Also

Medical Maintenance - Medical Plan tab - Plan sub-tab

Linking existing documents to medical plans

Linking new documents to medical plans

© 2017 Synergetic Management Systems. Published 20 July 2017.

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