OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Recording Patient Information
Chapter 3 Creating, Modifying, & Deleting Patient Records
Notes
• To streamline the process of recording patient information in
OfficeMate, add frequently used information to list box selections.
For more information on adding list box selections, see To add list
box selections on page 24.
• To highlight the patient information fields that are required to be
complete in your office and to choose the information to display in
the Patient Demographic window title bar, modify your OfficeMate
patient preferences. For more information, see To set up patient
preferences on page 55.
To record demographic information
For information on
recording
demographic
information, see
the “Patient
Demographics”
recorded video
tutorial.
Note
If you are an ExamWRITER user, any modifications or additions that
you make to patient demographic information in OfficeMate will be
reflected in ExamWRITER. Likewise, any modifications or additions
that you make to patient demographic information in ExamWRITER
will be reflected in OfficeMate.
Click the Demographic tab on the Patient Demographic window or the
Demographics button on the Patient Center window.
Note
Click the arrows in the bottom right corner of the window to move
to the next, last, previous, or first patient’s record.
To change the patient’s guarantor, click the button next to Guarantor and follow
the instructions below:
Notes
• A guarantor is the person who is responsible for paying the
patient’s account bills.
• If the patient is responsible for paying his or her own account
bills, the guarantor is Self.
• Typically, family members have the same guarantor.
• If you link a patient’s address to a guarantor and you modify the
guarantor’s address, the patient’s address and all other family
members’ addresses linked to that guarantor will also be
modified.
a. If the patient’s current guarantor is Self, enter search information in the
Last Name, First Name, and SS No text boxes and click F2 Find to find
174 OfficeMate Home Office User’s Guide