OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Recording Patient Information
Chapter 3 Creating, Modifying, & Deleting Patient Records
Click New to add a new insurance plan.
OR
To modify an insurance plan, select the Inactive check box and click New to
add the plan as a new plan.
Note
Do not modify or delete existing insurance plans.
The Insurance Detail window opens.
Enter the insurance details as needed. For information on entering insurance
details, go to To record detailed insurance information on page 182.
Perform the following only as needed:
To view the most recent CMS 1500 claim form for this patient and the
selected insurance plan, click CMS Form.
To view the most recent UB-04 claim form for this patient and the selected
insurance plan, click UB04 Form.
To view and print a summary of the insurance plan, click Ins. Glance as
needed.
The Insurance Glance window opens and displays a summary of the insurance
plan and any attached documents. If there is no information to display, no glance
information was entered in the Insurance Billing Initial Setup window. For
information about adding insurance glance information, go to To add & modify
at-a-glance information on page 127.
Click OK to close the Patient Demographic window or follow the instructions
in the sections below to continue adding or modifying patient information.
To record detailed insurance information
For information on
recording detailed
insurance
information, see
the “Insurance
Tab” recorded
video tutorial.
Open the Insurance Detail window. For information on opening the Insurance
Detail window, go to To record insurance information on page 181.
Select the patient’s insurance name from the Insurance Name drop-down
menu.
Note
If you created a fee slip for the patient using the insurance name
selected in the Insurance Name drop-down menu, you can click
Claims to open, update, refresh, and print the CMS 1500
insurance form. For more information on modifying the CMS
1500 form, go to Recording Additional Information on the CMS
1500 Form & ANSI File on page 434.
Type the insured ID number in the Insured ID (Box 1a) text box as needed.
Type the policy group number in the Policy Group (Box 11a) text box as
needed.
Select the insurance plan’s name from the Plan Name (Box 11c) drop-down
menu.
182 OfficeMate Home Office User’s Guide