OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Processing CMS 1500 Claims
Chapter 11 Processing Insurance Claims
Type the third-party receiver’s Web address in the Website text box.
Click Save.
Searching for Insurance Claims
This section tells you how to search for claims.
Open the Third Party Processing window. For more information on opening
this window, go to Opening the Third Party Processing Window on page 429.
Select a format or clearinghouse from the Receivers drop-down menu.
Select a location from the Location drop-down menu, as needed.
Select an insurance carrier from the Carrier drop-down menu, as needed.
Select an insurance plan from the Plan drop-down menu, as needed.
Select the Include Inactive Carriers check box to include inactive insurance
carriers in your search results, as needed.
Select the Include Inactive Plans check box to include inactive insurance
plans in your search results, as needed.
If you are looking for claims for a particular patient, type your search criteria in
the Last Name, First Name, Fee Slip #, and Patient ID text boxes, as
needed:
If you are looking for claims from a particular time period, select dates from the
Date of Service, Date of Fee Slip, and Date Submitted fields, as needed.
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