OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 3 Creating, Modifying, & Deleting Patient Records
Recording Patient Information
Follow the instructions below to record marketing service agreements and
contact lens duplication fees in the Service Agreements & Lens
Duplication Fees table:
Notes
• To set up your service agreements, see To create new service
agreement renewal plans on page 31.
• To modify your service agreements, see To modify service
agreement renewal plans on page 32.
• To identify contact lens duplication fees, see To identify contact
lens duplication fees on page 34.
a. Select a service agreement from the Plan Name drop-down menu.
b. Type the date the service agreement becomes effective in the Eff. Date
column or double-click your cursor in the Eff. Date column to open and
select a date from a calendar.
c. Type or select the number of months for each renewal year in the Months
column.
d. Type the date the service agreement expires in the Exp. Date column or
double-click your cursor in the Exp. Date column to open and select a date
from a calendar.
e. Select a contact lens to duplicate in the Contact Lens Name drop-down
menu.
f. Click your cursor in the With and W/O columns to automatically
populate them with the information that you set up when you customized
your OfficeMate service agreements.
Note
To delete a service agreement, select the plan name and click
Delete Line.
OfficeMate Home Office User’s Guide 189