OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 3 Creating, Modifying, & Deleting Patient Records
Attaching Electronic Documents to Patient Records
Select letters from the Patient Welcome/Thank You, Referral Thank You,
Birthday, and Appointments Letter drop-down menus.
Click OK.
Attaching
Electronic
Documents to
Patient
Records
Follow the instructions below to store and organize links to electronic documents in
OfficeMate. If you are scanning documents and saving them on your computer so that
you can link them to patients’ OfficeMate records, select a standard naming
convention (i.e., patient name or number) to use when naming the documents and
save the documents in your Officemate\DATA\eDocuments folder (if you are a new
user or were an OfficeMate Enterprise user who upgraded to OfficeMate 9.0 or
above) or OMATE32\DATA\eDocuments folder (if you were an OfficeMate user
who upgraded to OfficeMate 9.0 or above).
For information on
using the
eDocuments tab,
see the
“Correspondence
Hx, HIPAA,
eDocuments, and
Patient Exams
Tabs” recorded
video tutorial.
Notes
The following information pertains to ECR Vault users:
• To scan documents, open the Patient Demographic window and click
ECR Scan (or press F9) to open the ECR Capture window. For
more information about scanning documents, refer to the ECR Vault
User’s Guide.
• To search for and view documents, open the Patient Demographic
window and click ECR Retrieve (or press F10) to open the ECR
Vault Client window. For more information about searching for and
viewing documents, refer to the ECR Vault User’s Guide.
• To locate the ECR Vault User’s Guide, click Start, select Programs,
select, Comsquared, select ECR Vault, and select ECR Vault
User Guide.pdf.
OfficeMate Home Office User’s Guide 199