OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Setting Up Insurance Plans
Chapter 2 Setting Up Insurance Carriers & Plans
Setting Up
Insurance
Plans
This section tells you how to set up insurance plans, including how to
• To open the insurance Plan tab, 120
• To add & modify insurance plans, 120
• To set up insurance plan preferences, 123
• To set up insurance plan dispensing fees, 125
• To set up insurance plan notes, 126
• To add & modify at-a-glance information, 127
• To copy insurance plans, 128
To open the insurance Plan tab
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
Add an insurance carrier. Go to To add & modify insurance carriers on page 110
for information about adding insurance carriers.
Click the Plan tab.
To add & modify insurance plans
Open the Plan tab on the Insurance Billing Initial Setup window. For
information on opening the Plan tab, go to To open the insurance Plan tab on
page 120.
Select an insurance plan from the Select Plan drop-down menu.
OR
Click New to add a plan.
Note
Type the insurance plan’s name, address, and telephone information in the fields
provided.
OR
Select the Same as Insurance checkbox to copy the insurance carrier’s
address.
Note
If you are creating a plan that is similar to one that you have already
created, select the existing plan, click Copy to duplicate the plan,
and adjust the details as needed. For information on copying
insurance plans, go to To copy insurance plans on page 128.
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 plan in the HL7 ID field as needed.
120 OfficeMate Home Office User’s Guide