OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 2 Setting Up Insurance Carriers & Plans
Setting Up Plan Maximum Allotments
In the Maximum Patient Allowance fields, enter the following information:
a. Enter the patient’s allowance in the $ Amount field.
b. If there is a limit to the quantity of this product type, enter the quantity in
the Limit field.
Type the maximum amount the insurance plan will pay in the Maximum T/P
Reimbursement.
Type the discount that the patient receives on any remaining balance over his or
her allowance in the % Discounts Before/After Allowance field and select
the Before or After radio button to specify if you want the discount to be
applied before or after the allowance is applied.
Type the patient’s copay in the Maximum Co-Pay field.
Click Save to save your changes.
The maximum allowance information is added to the tree on the left side of the
window.
Repeat steps 3–10 to add additional maximum allowance settings.
Setting Up
Plan
Maximum
Allotments
The maximum allotment pricing method allows you to set up the maximum insurance
plan benefits for individual attributes and combinations of attributes.
Note
If your practice requires a more complex insurance plan setup, go to
Setting Up Plan Detailed Benefits on page 129. If your practice requires
a less complex insurance plan setup, go to Setting Up Plan Percentages
on page 161.
This section explains how to set up maximum allotments, including how
• To open the Maximum Allotments window, 158
• To add & modify maximum allotments, 158
• To copy maximum allotments, 160
OfficeMate Home Office User’s Guide 157