About Creating Sub plans for a Master Plan

RETURN TO: Create Plan

Note the following additional considerations, related to a Master Plan.

• Add Plan Codes — When you click [Create Plan], balanceAAP will direct you to Plan Codes. Once the codes are entered, the system will create sub plans, adding them to the Plans > Recent Plans list. You can view/edit the supporting information under the sub-plan's Plan Information or under the Master Plan's Plan Codes.

• Determine Audit Status — If one or more sub plans are under audit, check the box for audit status during Master Plan creation. Proceed to Plan Information in the sub plan, and check the box, as appropriate.