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OfficeMate 10.5 Enhancements

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<strong>OfficeMate</strong> <strong>10.5</strong> <strong>Enhancements</strong><br />

Patient Demographic<br />

Patient<br />

Demographic<br />

The Patient Demographic window includes the following new features:<br />

• Ability to record eligibility notes without having to record all of the details of<br />

the patient’s eligibility. This feature is designed to allow you to quickly create<br />

notes about patients’ eligibility while you are on the phone with an insurance<br />

carrier. When the fee slip is created and the patient’s insurance is selected,<br />

the Eligibility/Authorization window automatically opens (if the new<br />

preference, Pop-Up Copay/Eligibility information on Fee Slip, is set to Yes;<br />

for more information about this preference, go to “Preferences” on page 26)<br />

to display the notes that were entered. You will need to record copayment<br />

information at that time.<br />

To record eligibility notes, open the patient’s demographic record, click the<br />

Insurance tab, select the insurance carrier, click Eligibility/Authorization,<br />

type your notes in the Comments text box, and click Save.<br />

• Ability to record multiple authorizations to coordinate benefits for patients<br />

who are eligible through two different VSP insurance plans. For example, a<br />

patient who has VSP benefits through her employer and her spouse's<br />

employer may be eligible to coordinate those benefits and, therefore, qualify<br />

for more services.<br />

To coordinate benefits, record both VSP insurance plans on the Patient<br />

Demographics window (Insurance tab) and record or retrieve an<br />

authorization for both VSP insurance plans.<br />

<strong>OfficeMate</strong> <strong>10.5</strong> <strong>Enhancements</strong> 21

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