OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 2 Setting Up Insurance Carriers & Plans
Setting Up Insurance Carriers
Type a date in the Activation Date field or select a date from the drop-down
menu.
Type a date in the Termination Date field or select a date from the drop-down
menu.
Note
Type the main contact information for the insurance carrier in the following
fields as needed:
Contact
Job Title
Contact Phone #
Contact Email
Web Address
Select the type of insurance from the Box 1 Insurance Type drop-down
menu.
Notes
Select Yes from the Box 9d Populate with Secondary Ins. radio buttons to
populate the CMS 1500 with the patient’s secondary insurance when this
insurance is the primary. Select No to not populate the CMS 1500 with the
patient’s secondary information.
Note
The activation and termination dates are determined by your
contract with the insurance carrier and control when products and
services can be billed to the insurance carrier.
• You must select an insurance type to process insurance claims.
• If the carrier is VSP, select VSP from the Insurance Type
drop-down menu.
The default for new insurance carriers is No. The default for
insurance carriers that were included in data that was converted
from OfficeMate 8.0 and below or OfficeMate Enterprise 1.0 and
below is Yes.
Select Yes from the Box 17 Auto Populate radio buttons to display the name
of the referring provider on the CMS 1500. Select No to not populate box 17
on the CMS 1500.
If you opted to populate box 17 with the referring provider in step 10, select the
Billing Provider or Referring Dr. radio button.
Note
If you select the Billing Provider radio button, the provider that
you select from the Provider drop-down menu at the top of the fee
slip will populate in box 17.
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