OfficeMate Home Office User's Guide - OfficeMate Software Solutions

CHAPTER 3
Creating, Modifying, &
Deleting Patient Records
In this chapter:
• Creating & Opening Patient Records, 167
• Recording Patient Information, 173
• Attaching Electronic Documents to Patient Records, 199
• Attaching a Photo to Patient Records, 204
• Printing Patient Labels, 205
• Viewing All Patient Information, 207
• Viewing Patient Appointments, 209
• Viewing Patient Exams, 209
• Viewing & Recording Patient Referral Information, 210
• Deleting Patient Records, 211
• Printing Patient Welcome Forms, 214
Patient records contain demographic, insurance, marketing, recall, financial,
correspondence history, HIPAA, and exam information. The amount of information
that you record for each patient depends on your office’s policies and procedures.
Creating &
Opening
Patient
Records
This section tells you how to create and open patient records in OfficeMate and
includes the following topics:
• Creating Patient Records, 168
• Opening Patient Records, 169
OfficeMate Home Office User’s Guide 167