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OfficeMate Home Office User's Guide - OfficeMate Software Solutions

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<strong><strong>Office</strong>Mate</strong> Overview<br />

Chapter 1 Getting Started<br />

Explanation of Navigation Schemes<br />

<strong><strong>Office</strong>Mate</strong> has many unique navigation schemes. Eyefinity/<strong><strong>Office</strong>Mate</strong> highly<br />

recommends familiarizing yourself with the <strong><strong>Office</strong>Mate</strong> navigation schemes in order<br />

to more quickly and efficiently navigate through <strong><strong>Office</strong>Mate</strong> and perform tasks.<br />

This section tells you how to use the various navigation schemes in <strong><strong>Office</strong>Mate</strong>,<br />

including how<br />

• To use right-click functionality, 4<br />

• To add and maintain list box selections (F12), 5<br />

• To search for patients and guarantors (F2), 5<br />

• To use other keyboard shortcuts, 6<br />

For information on<br />

navigating in<br />

<strong><strong>Office</strong>Mate</strong>, see<br />

the “Navigation<br />

and Help”<br />

recorded video<br />

tutorial.<br />

<br />

<br />

To use right-click functionality<br />

Right-click the Patient Demographic, Eyewear Order, Soft Lens Order, Hard<br />

Lens Order, Fee Slip, Patient Ledger, and Receipts & Adjustments window title<br />

bars or on a patient in the Quick List window to open a shortcut window with<br />

options to open the current patient’s Patient Demographic, Rx Eyewear, Soft<br />

Lens, Hard Lens, Schedule, and Receipts windows. You can also open<br />

ExamWRITER, print labels and documents, and change the patient’s room<br />

location by right-clicking on these title bars.<br />

<br />

<br />

For example, right-click on the Patient Demographic window title bar<br />

and select Ledger. The Patient Ledger window opens and displays the<br />

ledger information for the same patient displayed on the Patient<br />

Demographic window.<br />

For example, right-click on the Patient Ledger window title bar, click<br />

Label, and select Mailing Label. The Print Labels window opens,<br />

allowing you to print a label.<br />

4 <strong><strong>Office</strong>Mate</strong> <strong>Home</strong> <strong>Office</strong> User’s <strong>Guide</strong>

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