OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 3 Creating, Modifying, & Deleting Patient Records
Creating & Opening Patient Records
Click on the patient and then click Select or double-click on the patient.
The Patient Center window opens and displays important patient
information, including the patient’s ID, date of birth, phone numbers, e-mail
address, last exam date, expected referral return date, chart number, next
appointment date, default provider, insurance carriers, balance, credit, the
average amount spent per visit, and photo/notes (if applicable).
For information on
using the Patient
Center, see the
“Using the Patient
Center” recorded
video tutorial.
Notes
• The Average $ text box displays the average dollar amount of all
of the patient’s fee slips divided by the number of fee slips. The
calculation for the average dollars spent is based on fee slip
product fees and does not take into account packages,
discounts, amounts billed to patients or insurance carriers,
adjustments, and returns.
• To add or update a patient’s photo, go to Attaching a Photo to
Patient Records on page 204.
• To hide the patient’s photo and notes for privacy reasons, click
Hide Notes/Photo.
• To open the Scheduler, Patient Ledger, Receipts & Adjustments,
and Rx Order window or the ExamWRITER program, click the
appropriate button in the middle of the window.
• To view linked family members’ Patient Center windows,
double-click on the family member on the Family Members
tab at the bottom of the window.
• To view the patient’s appointment history, click the
Appointment History tab at the bottom of the window.
•
• To view the patient’s diagnosis/problem list, procedures, and
medications, click the Medical History tab at the bottom of
the window.
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