OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 3 Creating, Modifying, & Deleting Patient Records
Recording Patient Information
Select the patient’s relationship to the insured party from the Relationship to
Insured (Box 6) drop-down menu.
The Co Payment, Policy Type, and PPO/HMO selections are populated
based on the insurance setup. For information on setting up insurance plans, go
to Setting Up Insurance Plans on page 120.
Select the Insured Party Patient, Guarantor, or Other radio button.
Note
If you selected the Other radio button, go to the Insured Party
section of the window, and click Edit to create a new insured party
or click F2 Find to locate an existing insured party.
If the patient has a signature on file with your office, follow the instructions
below; otherwise, go to step 9.
a. Select the Signature On File check box.
b. Select the date the signature was filed from the Date calendar.
c. Select the signature source from the Signature Source drop-down
menu.
If the patient has authorized the release of his or her medical information to the
insurance company so that the insurance company can process the patient’s
claims, select the Release Information check box and then select the date the
patient released the information from the date calendar next to the check box.
Click the Add’l Claim Information tab to add additional insurance
information; otherwise, go to step 16.
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