OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Setting Up Insurance Plans
Chapter 2 Setting Up Insurance Carriers & Plans
Click Save when you are finished.
Click Print to print the glance information as needed.
Click Preview to view the print preview of the glance information as needed.
The Preview window opens and displays the glance information in a format
suitable for printing. If you attached an electronic document in step 5, that
document will open after the Preview window.
Click Exit to close the Insurance at a Glance window.
To copy 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.
Click Copy.
The Copy Plan window opens.
Select an insurance carrier from the Select Carrier drop-down menu.
Select a plan from the results list.
Select the check boxes that correspond to the information you want to copy into
the new insurance carrier.
If the insurance plan that you selected in step 4 uses the detailed benefits pricing
method, and if you select the Pricing method check box from the Copy Plan
options, the Copy Pricing Method options will appear. The Copy Pricing
Method options allow you to specify the product categories the you want to
copy to the new insurance.
Select the check boxes that correspond to the pricing methods that you want to
copy into the new insurance carrier, if the Copy Pricing Method options are
available.
128 OfficeMate Home Office User’s Guide