OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 3 Creating, Modifying, & Deleting Patient Records
Recording Patient Information
To record insurance information
For information on
recording
insurance
information, see
the “Insurance
Tab” recorded
video tutorial.
Notes
• You must record a patient’s insurance information before you bill the
insurance company for any products or services that the patient
purchased.
• You can record up to 99 insurance carriers for each patient, but you
should not change existing insurance carriers. Changing existing
insurance carriers will affect prior insurance claims.
Ensure that you have recorded the patient’s name, address, home phone number,
sex, date of birth, social security number, marital status, and employment status
in the Demographic tab.
Click the Insurance tab in the Patient Demographic window.
Note
Do not delete or modify an insurance carrier if you have already
billed it for any patient charges. Deleting or modifying an
insurance carrier that you have already billed will affect prior
insurance claims. Instead, select the Inactive check box to indicate
that the patient is no longer subscribed to the insurance plan.
If the patient has more than one insurance carrier, you can rearrange the carries
as needed by selecting a carrier from the list and clicking the up and down arrows
as needed.
Note
Arrange the patient’s insurance plans in the order in which they
should be billed. The primary insurance should be in the first row,
the secondary insurance should be in the second row, etc.
OfficeMate Home Office User’s Guide 181