Adding or Modifying Services

Follow the instructions below to add or modify services.

  1. Open the Products window. For more information, see Opening the Products Window.
  2. Select Services from the Product Type drop-down menu.
  3. Complete one of the following tasks:
    • Click New Product to add a new service.
    • Enter additional search criteria and click F2 - Find or press Enter to search for and find an existing service. For more information, see Finding Products and Services.
    • Click Delete to delete a service if it is not linked to a fee slip, Rx order, or purchase order.
    • Click Next and Previous to add or modify the previous or next service in your database.
  4. Click Copy to copy the service details and then make changes to them to record a new service.

    OR

    Type the service name in the Product Name text box.

    Name the service a short name (for ease and simplicity) or a number or CPT code with more than one digit.

  5. Make selections from the drop-down menus as needed:

    • Print on Fee Slip
    • Stocking Type
    • First Modifier and Second Modifier
      Modifiers will automatically be recorded on the CMS 1500 form in box 24D when the service is billed to an insurance carrier.
    • Type of Service
    • Select a fee type from the Ins. Fee Type drop-down menu, if applicable.
    • Type or select the duration in minutes for the service in the Duration in Min. text box, if applicable.
    • Type or select the units or days of the service in the Units or Days text box, if applicable.
  6. Select the check boxes as needed:
    • Inactive
    • Quick List
    • Recall Reminder
    • Update Last Exam
  7. If you want to add more information to the service, see Adding Additional Information to Services and Itemizing Service Details; 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.
  • If you need to associate the service with the specific pricing of a particular insurance plan, perform the following steps:
    1. Select an insurance carrier from the Carrier drop-down menu.
    2. Select a plan from the Plan drop-down menu.
    3. Select a service group from the Group drop-down menu.
    4. Click Save Line to save the service’s association with the insurance group.
      The insurance group information is only available to practices that upgraded from OfficeMate Enterprise 2.0 or OfficeMate 9.0, 9.5, or 10.0, and had at least one insurance plan that used either the Detailed Benefits or Maximum Allotments pricing methods.

      Only the insurance plans that are set up in the Detailed Benefits window will be available from the drop-own menus. Insurance plans are set up in OfficeMate Administration. For information, see To open the Detail Benefits window.

    • In addition to the procedure above, watch this video.