Specific step info

Can I add multiple plans to the Plan Summary step of the review and recommendation sections?
Yes. You can include as many plans as you require within a review or recommendation section. All plans are managed via the Plan Summary step. This is the fi...
Fri, 14 Sep, 2018 at 4:08 PM
How do I add a new provider to the provider drop down menu from within the Plan Summary step?
If the provider you're recommending isn't already in the drop down menu of Plan Summary - add plan, you can add it from from directly within the s...
Fri, 14 Sep, 2018 at 4:02 PM