Adjusting Draw Dates for In-Office Accounts
This guide explains how to modify an in-office paying member’s draw date using the Adjust Contract Date tool.
Where to Find the Adjustment Tool
The draw date adjustment tool is located next to the member’s term dates on the platform. It appears as a pencil icon, allowing users to make necessary modifications.
Steps to Adjust the Draw Date
Locate the member’s term dates on the platform.
Click the pencil icon to open the adjustment tool.
Enter the desired start date for the plan.
A green check mark will appear—click it to confirm and save the change.
Once saved, the system updates the member’s draw date accordingly.
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