OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Recording Patient Information
Chapter 3 Creating, Modifying, & Deleting Patient Records
f. Click OK to close the Patient PHI Disclosure window.
Click New Notes to type new notes in the Patient Privacy and Security Notes
box or place your cursor in a previous note to edit it.
Note
To print the Patient Privacy and Security Notes, click Print
Notes.
To select letters to send to a patient
Follow the instructions below to select welcome, thank you, birthday, and
appointment letters to send to a patient.
Note
Before you select letters to send to a patient, ensure that you have set up
your patient letter preferences. To set up your preferences, see To set up
patient preferences on page 55.
Click Letters on the Patient Demographic window.
The Letters window opens.
198 OfficeMate Home Office User’s Guide