OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Recording Patient Information
Chapter 3 Creating, Modifying, & Deleting Patient Records
Notes
• Select the Bad Address check box if the guarantor’s address is
incorrect and you do not have a correct address on file.
• Select one or more Mailing Options. Selecting the Head of
Household check box designates the guarantor as the person
making decisions in the household. Selecting the Mailing List
check box indicates that the guarantor is on your
correspondence mailing list.
• Select one or more of the following Actions.
Selecting Copy Last Name to Patient copies the
guarantor’s last name to the patient’s last name.
Selecting Link Address to Patient copies the
guarantor’s address to the patient’s address.
If applicable, selecting Unlink as Guarantor
removes the guarantor from the patient’s record.
If you are going to bill an insurance company for this
patient’s services or products, select Add as a New
Patient to add the guarantor as an OfficeMate patient.
You must also record the guarantor’s information in
the Demographic and Insurance tabs in the Patient
Demographic window. For more information on
recording information in the Demographic and
Insurance tabs see To record demographic information
on page 174 and To record insurance information on
page 181.
• A list of patients who are linked to the guarantor is displayed in
the Linked Patients box.
Select or type the patient’s name, address, phone number, e-mail, and default
location information in the appropriate yellow highlighted text boxes.
Notes
• To streamline the process of recording ZIP codes in
OfficeMate, add frequently used ZIP codes to the ZIP code
shortcut list. For more information on adding ZIP code
shortcuts, see To add ZIP code shortcuts on page 26.
• Click the button next to the patient’s e-mail address to open
your default e-mail client and send an e-mail message to the
patient. You must set up your computer permissions properly in
order to successfully send e-mail messages through your e-mail
client.
Select the Self or Guarantor radio button to link the patient’s address to
themself or the patient’s guarantor’s address.
If the patient’s address is incorrect and you do not have a correct address on file
for the patient, select the Bad Address check box.
176 OfficeMate Home Office User’s Guide