OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Setting up OfficeMate
Chapter 1 Getting Started
If you want to set up a commission for a provider or staff member, follow the
instructions below:
a. Select the Commissionable Yes radio button.
a. Select Gross% or Margin% as a commission Method.
b. Type the commission rate in the Rate text box.
c. Type the special incentive amount in the Spiff text box, if applicable.
Notes
• The gross percentage commission is based on the product gross
minus write offs.
• The margin percentage commission is based on product gross
minus product cost and write offs.
If the doctor plans to process insurance claims, click the Insurance Info
button and follow the instructions below:
a. Select insurance companies to which the doctor plans to bill insurance
claims from the Insurance Company drop-down menus.
b. Type the insurance company PIN numbers in the Pin # column, as
needed.
c. Type the insurance company group numbers in the Group # column.
d. Type the insurance company submitter IDs in the Submitter ID column,
as needed.
Notes
e. Click OK.
• If you are processing insurance claims through McKesson, type
the billing ID and submitter ID that was assigned to you by
McKesson in the Submitter ID column (as one number).
• If you are processing VSP claims, you do not need to enter any
information on the Insurance Information window for VSP.
40 OfficeMate Home Office User’s Guide