OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 2 Setting Up Insurance Carriers & Plans
Setting Up Insurance Plans
Click Print Notes to print the notes as needed.
Note
For information on attaching eDocuments (e.g., insurance
contracts, plan descriptions), go to Attaching Electronic
Documents to Insurance Carriers & Plans on page 162.
To add & modify at-a-glance information
The Insurance at a Glance window is informational only. Information entered in the
glance window does not affect insurance billing. Insurance billing information does
not affect the information entered on the Glance window.The Glance window
provides free-form information as a summary of the plan details. Opticians may refer
to the insurance glance information on the Insurance tab on the Patient Demographic
window while assisting patients.
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 Glance.
The Insurance at a Glance window opens.
Type information in the text boxes as needed.
If you have an electronic or scanned copy of the insurance plan information,
perform the following steps:
a. Save the file to a folder within the OfficeMate folder on the network so the
file is accessible to everyone.
b. Type the path to the file in the Document Path field.
OfficeMate Home Office User’s Guide 127