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To add a new medical plan:

  1. Click .
    The Confirm window is displayed.
  2. Click .
    The Type field in the Details area is selected.
  3. Select the Type. See luMedicalPlanType lookup table in the System maintenance manual.
  4. Type the name of the staff member that issued the plan into the Issued By field.
  5. Select the Location. See luMedicalLocation lookup table in the System maintenance manual.
  6. Select the Start Date.
  7. Select the End Date.
  8. Click to link a document to the medical plan, if necessary.
  9. Click .