Learn how to renew a case's benefits for the next plan year, either several at once or one benefit at a time.
In this video:
- Selecting benefits on a case's Benefits tab and choosing Bulk Actions > Renew
- Choosing which tabs to copy to the renewed benefits
- Finding the renewed benefits with the Future and All status filters
- Renewing a single benefit from its Actions menu
- Renewing benefits for several cases at once from Policy View on the Cases/Policies page
For step-by-step instructions, including the Update Dates option, see Renewing Benefits.