OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Setting Up Plan Maximum Allotments
Chapter 2 Setting Up Insurance Carriers & Plans
For information on
setting up plan
maximum
allotments, see
the “Insurance
Setup - Phase Two
- Maximum
Allotments”
recorded video
tutorial and the
915 “Phase Two
Advanced
Insurance Setup -
Detailed
Benefits/Maximum
Allotments”
training course.
To open the Maximum Allotments window
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.
Select an insurance plan from the Select Plan drop-down menu.
OR
Click New to add a plan. For information on adding plans, go to To add &
modify insurance plans on page 120.
Select Maximum Allotments from the Pricing Method drop-down menu.
Click Maximum Allotments.
The Maximum Allotments window opens.
To add & modify maximum allotments
Open the Maximum Allotments window. For information on opening the
Maximum Allotments window, go to To open the Maximum Allotments
window on page 158.
Click New to add a product or combination of products to the maximum
allotments 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 allotments that is similar to
one that you have already created, click Copy to duplicate the plan,
and adjust the details as needed. For information on copying
maximum allotments, go to To copy maximum allotments on page
160.
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.
Select a code from the Replace Code drop-down menu if the insurance carrier
requires a code other than the standard CPT/HCPCS code.
Select one of the % Discounts radio buttons:
Select Before if the insurance plan mandates that a discount be applied
before the patient’s payment and type the amount of the discount as a
percent.
Select After if the insurance plan mandates that a discount be applied after
the patient’s payment and type the amount of the discount as a percent.
Select None if the insurance plan does not mandate a discount.
158 OfficeMate Home Office User’s Guide