OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Setting Up Insurance Carriers
Chapter 2 Setting Up Insurance Carriers & Plans
To open the Insurance Billing Initial Setup window
From the OfficeMate Home Office main window, click Setup.
Select Insurance Setup.
The Insurance Billing Initial Setup window opens.
To add & modify insurance carriers
Open the Insurance Billing Initial Setup window. For information on opening
the Insurance Billing Setup window, go to To open the Insurance Billing Initial
Setup window on page 110.
Select an insurance carrier from the Carrier drop-down menu.
OR
Click New to add an insurance carrier.
Note
If you are creating a carrier that is similar to one that you have
already created, click Copy to duplicate the carrier, and adjust the
carrier setup. Go to To copy insurance carriers on page 119 for
more information.
Type the insurance carrier’s name, address, and telephone information in the
fields provided.
Notes
• If you are filing DMERC claims in an ANSI format for this
insurance carrier, the insurance carrier’s name must have
“DMERC” in it. For example, if the insurance carrier is
Medicare, type “Medicare DMERC” in the Name text box.
• If the insurance carrier is VSP, you must enter a valid VSP
address, including all spaces and punctuation.
Type the HL7 identifier for the insurance carrier in the HL7 ID field as needed.
110 OfficeMate Home Office User’s Guide