Setting Up Insurance Carriers & Plans

The insurance plan features in OfficeMate enable your stores to immediately and accurately calculate patients’ insurance benefits based on insurance carrier, plan, and practice billing rules. The insurance plan setup is dynamic and scalable. The more detail you are able to add to each insurance plan, the more accurate the fee slip information will be when the patients check out.

This section includes:

• Understanding the Insurance Carriers & Plans
• Setting Up Insurance Codes, Modifiers, & Attributes
• Setting Up Insurance Carriers
• Setting Up Insurance Plans
• Setting Up Plan Detailed Benefits
• Setting Up Plan Maximum Allotments
• Setting Up Plan Percentages
• Attaching Electronic Documents to Insurance Carriers & Plans

For more information on setting up insurance carriers and plans, watch these videos