OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 3 Creating, Modifying, & Deleting Patient Records
Recording Patient Information
Select the patient’s default location from the Default Location drop-down as
needed.
If the patient was referred to your office by another patient, follow the
instructions below; otherwise, go to step 8 if the patient was referred to your
office by a professional or go to step 9 if the patient was not referred by anyone.
a. Select the Referred By Patient radio button.
b. Click the button next to Referred Name to open the Find Patient window.
c. Enter search information in the Selection Criteria text boxes and click
F2 Find.
d. Click on a patient and then click Select.
If the patient was referred to your office by a professional, follow the
instructions below; otherwise, go to step 9 if the patient was not referred by
anyone.
Note
If you select the name of a referring professional, the information
from the Referred Name field will not automatically populate in
box 17 on the CMS 1500 form; however, the information from the
Referred Name field will be displayed in the Referrals report and
other communications. For more information about recording the
referring physician, which will populate in box 17 on the CMS
1500 form, go to To record detailed insurance information on
page 182. For more information about creating the Referrals
report, go to Referrals on page 450.
a. Select the Referred By Professional radio button.
b. Click the button next to Referred Name to open the Find Professional
Referral window.
c. Click on a name and then click Select to select the professional as the
patient’s referring doctor or go to step d to create or edit a referring
professional.
Note
If applicable, click F2 Find to search for a professional referral.
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