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Tips for Ordering Dental Plans

May 01, 2012


As you probably already know, you can change the order of the plans shown on the Medical reports from the Proposal Options page.  Did you also know that it could be done for Dental?  The trick is that the sort order has to be changed on the Dental Plan Selection page rather than on the Proposal Options page. 

The Sort By drop-down list shown below not only makes it easier for you to select the appropriate dental plans, it also carries over that sort order to the Dental Side by Side & the Dental Plan Listing reports.  In the example shown below, we chose to sort the Dental Plans by Premium so that same sort order was used on the Dental Side by Side shown in the last screenshot.

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