Understanding the Insurance Carriers & Plans

This information is only applicable 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.

OfficeMate is designed to allow you to reconcile all of the funds you receive so you know exactly how much each insurance plan will pay for products sold and services rendered, how much you will need to write off, and how much patients need to pay out of pocket before they leave the location.

The more insurance plan details entered in OfficeMate Administration, the more streamlined the check out and billing process and the fewer opportunities for error at the location level. OfficeMate offers three methods for entering insurance plan details. Use the table below to determine which pricing method best suits the needs of your practice.

For this much detail... Select this pricing method... Go to this section for more information...

Most detail

Detailed Benefits

Setting Up Plan Detailed Benefits

Moderate detail

Maximum Allotments

Setting Up Plan Maximum Allotments

Least detail

Percentage

Setting Up Plan Percentages

Additionally, OfficeMate allows you to select a product and populate the insurance claim form with the product’s basic attributes so that you can charge the insurance carrier for each allowable benefit. For example, you could describe a lens as polycarbonate, polarized, with a scratch coat, and with an antireflective coat, and each of those attributes translates into a billable code on the insurance claim form as illustrated below.

Alternatively, OfficeMate can combine individual attributes into a single product for less complex insurance plans. Anything added to the product after it is manufactured is an add-on, and not an attribute.