OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Attaching Electronic Documents to Insurance Carriers & Plans
Chapter 2 Setting Up Insurance Carriers & Plans
Click Fee Schedule as needed.
The Insurance Fee Type window opens.
Select a product or service from the Insurance Fee Type drop-down menu.
Type the amount covered by the insurance plan in the Amount column.
Repeat steps 8–9 for each of the products and services covered under the plan.
Click OK when you are finished.
Click Save on the Insurance Billing Initial Setup window to save the
changes you made to the insurance plan.
Attaching
Electronic
Documents to
Insurance
Carriers &
Plans
Follow the instructions below to store and organize links to electronic documents in
OfficeMate. If you are scanning documents and saving them on your computer so that
you can link them to insurance carriers and plans, select a standard naming convention
(i.e., insurance carrier name or number) to use when naming the documents and save
the documents in your Officemate\DATA\eDocuments folder (if you are a new user
or were an OfficeMate Enterprise user who upgraded to OfficeMate 9.0 or above) or
OMATE32\DATA\eDocuments folder (if you were an OfficeMate user who
upgraded to OfficeMate 9.0 or above).
For more
information on
using your
scanner to scan
documents into
your computer,
see the manual
that came with
your scanner.
Select the Notes tab.
Notes
• To view an electronic document, select the document and click
View.
• To delete an electronic document, select it and then click
Delete.
• To print a list of the insurance carrier or plan’s electronic
documents, click Print List.
Click Add to add a new document or double-click an existing document to edit
it.
The Insurance EDocuments Information window opens.
162 OfficeMate Home Office User’s Guide