Copy Plans

This Utility program allows the user to copy one or all plans from one practice to another or the same practice. The options available in this utility are as follows:

Option...	Where...	What...
Copy All Plans	From One Practice to Another	What is Copied?
		Plan - General Tab
		Plan - Details Tab
		Plan - Claims Tab
		The EMC Format "points" to an EMC Format Plan in the "From" practice. The new Plan in the "To" practice cannot be permitted to "point" to the EMC Format Plan from a different practice, so the EMC Format cannot be copied.
		Plan - HCFA Tab
		Plan - HCFA Medigap Tab
		Plan - ERA Tab
		Plan - Anesthesia Tab
		The Anesthesia Preference is "replicated" into the "To" practice using the same names and values as the "From" practice.
		Plan - ASA Overrides Tab
		What isn't Copied?
		Plan - Pricing Tab
		The Plan Fee Schedule and Plan Rates "point" to a Fee Schedule and Rate Structure in the "From" practice. The new Plan in the "To" practice cannot be permitted to "point" to the Fees and Rates from a different practice, so the Fees and Rates cannot be copied.
Copy All Plans	Within the Same Practice	This capability is not supported as it would have the effect of "doubling" all of the plans in a Practice.
Copy One Plan	From One Practice to Another	What is copied?
		Plan - General Tab
		Plan - Details Tab
		Plan - Claims Tab
		The EMC Format "points" to an EMC Format Plan in the "From" practice. The new Plan in the "To" practice cannot be permitted to "point" to the EMC Format Plan from a different practice, so the EMC Format cannot be copied.
		Plan - HCFA Tab
		Plan - HCFA Medigap Tab
		Plan - ERA Tab
		Plan - Anesthesia Tab
		Plan - ASA Overrides Tab
		The Anesthesia Preference is "replicated" into the "To" practice using the same names and values as the "From" practice.
		What isn't Copied?
		Plan - Pricing Tab
		The Plan Fee Schedule and Plan Rates "point" to a Fee Schedule and Rate Structure in the "From" practice. The new Plan in the "To" practice cannot be permitted to "point" to the Fees and Rates from a different practice, so the Fees and Rates cannot be copied.
Copy One Plan	Within the Same Practice	What is Copied?
		Plan - General Tab
		Plan - Details Tab
		Plan - Claims Tab
		Plan - HCFA Tab
		Plan - HCFA Medigap Tab
		Plan - ERA Tab
		Plan - Pricing Tab
		Since the "From" and "To" practices are the same, the Plan Fee Schedule and Plan Rates "point" to a the same Fee Schedule and Rate Structure in the "To" Plan as the "From" Plan. There is no "pointing" problem with the Pricing information.
		Plan - Anesthesia Tab
		Plan - ASA Override Tab