OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Setting Up Plan Detailed Benefits
Chapter 2 Setting Up Insurance Carriers & Plans
Repeat steps 3–12 for each product type.
To set up maximum detailed 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 Max Detail Benefits tab.
Click New to add a product or combination of products to the maximum
allowance list.
OR
Select a product or combination of products from the list to modify it.
Note
Select a product type from the Product Type list.
Note
If you are creating a set of maximum allowances that is similar to
one that you have already created, click Copy to duplicate the plan,
and adjust the details as needed.
Select more than one product type from the list to create a
combination. For example, many insurance plans have a different
pricing structure for frames and ophthalmic lenses when
purchased together than when purchased separately.
If you selected multiple products from the Product Type list, select the Any or
All Required Products radio button to chose whether any of the selected
product types recorded on a fee slips are included in the combination or all of
the selected product types recorded on a fee slip are included in the
combination.
156 OfficeMate Home Office User’s Guide