OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Setting Up Plan Detailed Benefits
Chapter 2 Setting Up Insurance Carriers & Plans
Select a product group from the Product Group drop-down menu as needed.
Notes
Click Save.
• If the option to combine attributes for other is selected on the
plan Preferences tab, the Product Group drop-down menus will
not be available.
• To add detailed benefit groups, go to To add & modify detailed
benefit groups on page 150.
Repeat steps 3–8 for each of the detailed benefits covered in the plan.
To add & modify detailed benefit groups
Open the Detail Benefits window. For information on opening the Detail
Benefits window, go to To open the Detail Benefits window on page 130.
Select a product type from the Product Type drop-down menu.
Click Group Builder.
The Plan Group Builder window opens.
Click New Group and type a name for the group in the Product Group field.
OR
Select a group from the Product Group drop-down menu.
Note
If you are creating a detailed benefit group that is similar to one
that you have already created, even if it’s for different insurance
plan, click Copy to duplicate the group, and adjust the details as
needed. For information on copying detailed benefit groups, go to
To copy detailed benefit groups on page 152.
Click Find Product to find and add products to the group.
The Find Product window opens.
150 OfficeMate Home Office User’s Guide