OfficeMate User's Guide - OfficeMate Software Solutions

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Recording Patient Information Chapter 2 Creating, Modifying, & Deleting Patient Records To add notes, perform the following steps: a. Click New Note to add a timestamp. b. Type your notes in the space provided. c. Click Save when you are finished. d. Click Print Notes to print the notes as needed. Click Save to save your changes. Click Exit to close the Insurance Detail window. To record marketing information For information on recording marketing information, see the “Marketing, Notes, Recall, and Financial Info Tabs” recorded video tutorial. OfficeMate allows you to record patient marketing information and send optometric practice marketing materials to patients who have similar characteristics. Follow the instructions below to record marketing information for your patients. Click the Marketing tab in the Patient Demographic window. Select marketing groups and categories from the Marketing/Lifestyle Data box’s Group and Category column drop-down menus. Note To delete a group or category, select it and click Delete Line. Select one or more of the following Mailing Information options. Select the Mailing List check box to indicate that the patient is on your correspondence mailing list. Select the Head of Household check box to designate the patient as the person making decisions in the household. Select an insurance type from the Insurance Type drop-down menu. Select the patient’s race from the Race drop-down menu. 34 OfficeMate User’s Guide
Chapter 2 Creating, Modifying, & Deleting Patient Records Recording Patient Information Select the patient’s ethnicity from the Ethnicity drop-down menu. Select the patient’s communication preference (secure messaging, e-mail, mail, messaging to a PHR, etc.) from the Communication Preference drop-down menu. OfficeMate User’s Guide 35
Page 1 and 2: OfficeMate User’s Guide November
Page 3 and 4: CONTENTS 1 Getting Started. . . . .
Page 5 and 6: Contents 5 Creating & Recording Fee
Page 7 and 8: Contents Searching for Insurance Cl
Page 9 and 10: Contents Deleted Patients . . . . .
Page 11 and 12: Contents Physical Inventory Varianc
Page 13 and 14: Contents 16 Maintaining Documents .
Page 15 and 16: CHAPTER 1 Getting Started In this c
Page 17 and 18: Chapter 1 Getting Started OfficeMat
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CHAPTER 4 Recalling Patients In thi
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Chapter 4 Recalling Patients Creati
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CHAPTER 5 Creating & Recording Fee
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CHAPTER 6 Scheduling, Moving, & Can
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CHAPTER 7 Recording Receipts & Adju
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CHAPTER 8 Using the Patient Ledger
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CHAPTER 10 Processing Insurance Cla
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CHAPTER 11 Using the VSP Interface
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CHAPTER 12 Creating & Printing Repo
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CHAPTER 13 Using the General Ledger
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CHAPTER 14 Using the Task Manager,
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CHAPTER 15 Printing Correspondences
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CHAPTER 16 Maintaining Documents In
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CHAPTER 17 Getting Support In this
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APPENDIX A Processing End of Day In
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Appendix A Processing End of Day S
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Appendix A Processing End of Day
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APPENDIX B Backing Up & Restoring D
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INDEX Symbols =, 66, 75, 76, 83, 84
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Index box 9A, 277 box 9C, 277 box 1
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Index resolving overpayments, 202 r
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Index implementation, 9 Include Ina
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Index F4, 6 F5, 7 right-click funct
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Index purchase orders creating, 253
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Index Referring Physician Listing,
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Index box 43, 300 box 44, 300 box 4
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