by 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 Best Plan Pro.
BPP Instructions by Theme Select the version of BPP for which you'd like to see instructions.
Where it is.
In BPP Online Version 2.0, this feature can be found under Data > Copy Case File, the keyboard shortcut
Ctrl+! works as well.
What you get.
After clicking Copy Case File, you will receive this prompt in your browser:
Additionally, something like the following will be copied to your clipboard ready to paste into a word document or email:
Proposed Insured Details (from BPP) Basic Information DOB: 11/14/1955 SEX: Female HEIGHT: 5’9″ WEIGHT: 170 ZIP: Open Enrollment: Yes NICOTINE LAST USE: Never Coverage Information REQUESTED FACE VALUE: $25,000|$15,000 STATE: Texas MEDICATIONS (First Fill = F, Last FILL = L) INSULIN for DIABETES at dosage UNKNOWN F (10 YEARS AGO) L (11/14/2020) CONDITIONS (Diagnosed/Most Recent Event = Dx, Last Treatment = LT) DIABETES Dx (11/27/2010) LT (11/14/2020) BIPOLAR DISORDER Dx (5 YEARS AGO) LT (11/14/2020)
This was generated using this case: https://case.bestplanpro.com/4mPgzo9wKoC
(this link was generated using the Get a Link feature)
Your Case in a Glance.
Using the Copy Case File feature is a quick way to take a snapshot of your current case if you wish to have all the main details of your client at your disposal for future use. This is a great way to build a profile or portfolio on a client, especially if you’re keeping all of their data digital. In a sense, you can use BestPlan Pro as a way to record demographics on your client. The only thing missing is their name and any other unique identifiers like a SSN! We believe that our software should do most of the heavy lifting for you and so most of our features are designed to take care of as many tedious tasks as possible. After filling out a form for analysis in BPP, you can copy the data to paste into a word document and save for later.
Where it is.
In BestPlanPro Windows Edition, this feature can be found under Data > Copy Data, the keyboard shortcut
Ctrl+! works as well.
On BestPlanPro Online, this feature can be found under Data > Copy Data the keyboard shortcut Ctrl+! works as well (depending on your browser).
What you get.
Something like the following will be copied to your clipboard ready to paste into a word document or email:
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
(this link was generated using the Get a Link feature)
Your Case in a Glance.
Using the Copy Case File feature is a quick way to take a snapshot of your current case if you wish to have all the main details of your client at your disposal for future use. This is a great way to build a profile or portfolio on a client, especially if you’re keeping all of their data digital. In a sense, you can use BestPlan Pro as a way to record demographics on your client. The only thing missing is their name and any other unique identifiers like a SSN! We believe that our software should do most of the heavy lifting for you and so most of our features are designed to take care of as many tedious tasks as possible. After filling out a form for analysis in BPP, you can copy the data to paste into a word document and save for later.
