OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 2 Setting Up Insurance Carriers & Plans
Setting Up Insurance Carriers
Click Exit to close the Third Party Setup window.
Setting Up
Insurance
Carriers
The more information you build into your insurance carriers and plans the more
streamlined and more accurate your insurance and patient billing will be. Since the
payments from patients and insurance are very important to your practice, you are
encouraged to build the most complete insurance carriers and plans in OfficeMate
Home Office as possible.
Setting up insurance carriers and plans may seem complex and intimidating. Many
insurance plans, however, especially within the same carrier, are so similar, that you can
use the copy function to duplicate plans and modify the specifics of the plan to reduce
your work.
This section tells you how to set up insurance carriers, including how to
• To open the Insurance Billing Initial Setup window, 110
• To add & modify insurance carriers, 110
• To set up insurance billing preferences, 113
• To combine lines on insurance claims, 115
• To add & modify insurance carrier notes, 116
• To create & modify insurance modifiers, 117
• To copy insurance carriers, 119
OfficeMate Home Office User’s Guide 109