OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Setting Up Insurance Plans
Chapter 2 Setting Up Insurance Carriers & Plans
Select Yes from the Display Dispensing Fees on Patient’s Fee
Slip/Statements radio buttons to include the dispensing fees on fee slips and
statements. Select No to suppress the dispensing fees on the fee slips and
statements.
Click Save on the Plan tab to save your changes.
To set up insurance plan notes
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. For information on adding plans, go to To add &
modify insurance plans on page 120.
Click the Notes tab.
Click New Note to add a timestamp.
Today’s date and your name are inserted at the top the notes text box.
Type your notes in the space provided.
Click Save when you are finished.
126 OfficeMate Home Office User’s Guide