OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Setting Up Insurance Carriers
Chapter 2 Setting Up Insurance Carriers & Plans
Select Yes from the Tax only patient charges + covered benefits radio
buttons to assess tax on the patient and insurance charges. Select No to assess
tax on only the patient charges.
If you opted to assess tax on the patient and insurance charges in step 5, select
Yes from the Tax patient’s covered benefit net W/O radio buttons to tax the
benefit amount minus the write-off amount.
Select Yes from the Tax patient on Co pay amount radio buttons to collect
taxes on patient copays. Select No if the copay is not taxable.
Select Yes from the Display Sales tax on CMS radio buttons to include sales
tax on the CMS 1500. Select No to exclude sales tax.
If you opted to include sales tax on the CMS 1500 in step 8, select one of the
following radio buttons:
Include total amount with sales tax to line item
Display sales tax as a separate line item
Display total sales tax of fee slip items as one item
Select Automate PQRI to automatically apply PQRI codes on exams in
ExamWRITER for patients who use a specific insurance carrier as their primary
insurance carrier.
Note
After designating PQRI diagnosis codes and level II procedure
codes and selecting to auto populate PQRI codes for select
insurance companies, you will not receive a reminder on fee slips
on which the insurance company is billed, level II procedure codes
are recorded, and $0 fees are billed. Also, you will not receive the
“Line Item cannot have ZERO” error in the Third Party
Processing window. If all of the items on an insurance claim are
level II procedure codes, then you can submit a $0 balance
insurance claim. For more information on designating PQRI
diagnosis codes, go to To add & modify diagnosis codes on page
103. For information on designating level II procedure codes, go
to To add & modify procedure codes on page 101.
114 OfficeMate Home Office User’s Guide