OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 3 Creating, Modifying, & Deleting Patient Records
Recording Patient Information
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.
Note
Click the arrows in the bottom right corner of the window to move
to the next, last, previous, or first patient’s record. The records that
are displayed are based on the search criteria you entered in the
Find Patient/Guarantor window.
Recording
Patient
Information
This section tells you how to record patient information, including how
• To record demographic information, 174
• To record insurance information, 181
• To record detailed insurance information, 182
• To record marketing information, 187
• To record patient notes, 190
• To record and review recall information, 190
• To record financial information, 191
• To view and print correspondence history, 193
• To record HIPAA Information, 193
• To select letters to send to a patient, 198
OfficeMate Home Office User’s Guide 173