OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 3 Creating, Modifying, & Deleting Patient Records
Creating & Opening Patient Records
Follow the instructions in Recording Patient Information on page 173 to record
new patient information in the Demographic, Insurance, Marketing, Notes,
Recall, Financial Info, Correspondence Hx, and HIPAA tabs. Follow the
instructions in Attaching Electronic Documents to Patient Records on page 199
to record information in the eDocuments tab.
Opening Patient Records
Open the Patient Demographic window using one of the following methods:
Click the Patients icon to open the Find Patient/Guarantor window.
Click Tasks on the main window toolbar and select Patients to open the
Find Patient/Guarantor window.
Enter search information in the Selection Criteria text boxes.
Select the Include Inactive check box to include inactive patients and
guarantors in the search results.
Select the Include Other check box to include the names of people who are
neither patients nor guarantors, but are recorded in the database as other insured
parties.
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