Can I get a plain-text copy of the data I can send to an underwriter if I have a question or to someone on my team if they don’t have Best Plan Pro?
This question encouraged the development of the Copy Data feature for BPP Online.
Where it is.
On BestPlanPro Online, this feature can be found under Data > Copy Data the keyboard shortcut
Ctrl + ! works as well (depending on your browser).
(This feature doesn’t exist on Best Plan Pro Windows Edition.)
What you get.
Something like the following will be copied to your clipboard:
Proposed Insured Details (from BPP) Basic Information DOB: 12/17/1953 SEX: Female HEIGHT: 5"2' WEIGHT: 208 ZIP: Open Enrollment: false NICOTINE LAST USE: Within the Last 12 months Coverage Information REQUESTED FACE VALUE: $7,500 MEDICATIONS (First Fill = F, Last FILL = L) METFORMIN for DIABETES at dosage 0 F (08/05/2020) L (08/05/2020) METOPROLOL for HIGH BLOOD PRESSURE (CONTROLLED) at dosage 0 F (08/05/2020) L (08/05/2020) GABAPENTIN for PAIN at dosage 0 F (08/05/2020) L (08/05/2020) ARIPIPRAZOLE for DEPRESSION at dosage 0 F (08/05/2020) L (08/05/2020) CONDITIONS (Diagnosed/Most Recent Event = Dx, Last Treatment = LT) DIABETES Dx (08/05/2020) LT (08/05/2020) HIGH BLOOD PRESSURE (CONTROLLED) Dx (08/05/2020) LT (08/05/2020) PAIN Dx (08/05/2020) LT (08/05/2020) DEPRESSION Dx (08/05/2020) LT (08/05/2020)
This was generated using this case: case.bestplanpro.com/OJ5iTBPyIju