OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 4 Maintaining Product & Service Information
Recording Service Information
If you need to associate the service with the specific pricing of a particular
insurance plan, perform the following steps:
a. Select an insurance carrier from the Carrier drop-down menu.
b. Select a plan from the Plan drop-down menu.
c. Select a service group from the Group drop-down menu.
d. Click Save Line to save the service’s association with the insurance group.
Note
Only the insurance plans, carriers, and groups that are set up in the
Detailed Benefits window will be available from the drop-own
menus. For information on setting up the insurance detailed
benefits, go to To open the Detail Benefits window on page 130.
If you want to add more information to the service, go to To add additional
information to services on page 246 and To itemize service details on page 248;
otherwise, click Save and select one of the following options:
Save to save the information and keep the Products window open.
Save and New to save the information and create a new service.
Save and Exit to close the Products window.
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