OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Setting up OfficeMate
Chapter 1 Getting Started
For information on
maintaining
resources, see the
“Resource Setup”
recorded video
tutorial and the
901 “Location
Maintenance,
Business Names,
Resource Setup, &
Security” training
course.
Note
To modify or add provider names
Many insurance companies and clearinghouses are no longer accepting
claims with legacy numbers and prefer to rely on the NPI number.
Check with your clearinghouse or insurance carriers to determine if you
should include legacy numbers on your CMS 1500 or UB-04 claims.
On the OfficeMate Home Office main window, click Setup, and select
Resource Setup.
The Resources Setup window opens.
Click the Provider tab.
Click New to add a new provider.
OR
Select a provider from the table at the top of the window to modify a provider.
Note
You should only delete provider names if they are not linked to any
records.
Type the provider’s last name in the Last Name (Box 33) text box.
Type the provider’s first name in the First Name (Box 33) text box.
Type the provider’s middle name in the Middle Name (Box 33) text box.
Type the provider’s phone and fax number in the Phone # (Box 33) and Fax
# text boxes.
Type the login name in the User ID text box.
Select the default location for the provider or staff member from the Default
Location drop-down menu.
Select a provider type from the Provider Type drop-down menu.
Type the provider’s license number in the License # text box.
Type your individual provider NPI number in the NPI Number (Box 24j)
text box.
Notes
• You must record an NPI number for each provider.
• If you are using the VSP Interface, the NPI number is required.
Leave the VSP Doc ID text box empty even if you are using the VSP Interface.
Type the HL7 identifier for the provider in the HL7 Provider ID text box, as
needed.
38 OfficeMate Home Office User’s Guide