OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 2 Setting Up Insurance Carriers & Plans
Setting Up Plan Detailed Benefits
Select an insurance carrier from the Select Carrier drop-down menu.
All plans under that carrier with a detailed benefit pricing method appear in the
results list.
Select a plan from the list.
Click OK.
Modify the detailed benefits as needed. For information on modifying maximum
allotment information, go to To set up accessory detailed benefits on page 131,
To set up contact lens detailed benefits on page 133, To set up frame detailed
benefits on page 136, To set up lens treatment detailed benefits on page 137, To
set up ophthalmic lens detailed benefits on page 139, To set up other detailed
benefits on page 142, To set up plano sunglass detailed benefits on page 145, To
set up ready reader detailed benefits on page 146, or To set up service detailed
benefits on page 149.
To set up a schedule of benefits
Open the Detail Benefits window. For information on opening the Detail
Benefits window, go to To open the Detail Benefits window on page 130.
Click the Schedule of Benefits tab.
Select a product type from the Product Type drop-down menu.
Select a product from the tree.
Notes
• Only those products or combination of products set up on the
Detailed Benefits Setup tab appear in the tree. For information
on setting up products on the Detailed Benefits Setup tab go to
To add & modify detailed benefit groups on page 150.
• If you are creating a schedule of benefits that is similar to one
that you have already created, click Copy to duplicate the plan,
and adjust the details as needed.
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