OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Attaching Electronic Documents to Patient Records
Chapter 3 Creating, Modifying, & Deleting Patient Records
For more
information on
using your
scanner to scan
documents into
your computer,
see the manual
that came with
your scanner.
Click the eDocuments tab in the Patient Demographic window.
Notes
Click Add to add a new document or double-click an existing document to edit
it.
The EDocuments Information window opens.
Select a form from the Form Type menu.
Note
• To view an electronic document, select the document and click
View.
• To delete an electronic document, select it and then click
Delete.
• To print a list of the patient’s electronic documents, click Print
List.
Press the F12 key to open a Maintain window and add new items
to the Form Type menu.
Type or select an expiration date in the Expires on Date text box.
If you want to add notes to the form, type them in the Notes text box.
If you have activated the Safeguard - Red Flags Rule feature, select the
appropriate Credit Card, Driver’s License/Photo ID, and Insurance Card
check boxes to indicate whether or not you have verified that the patient’s
identity matches the types of identification listed.
For information on
recording patient
identity and
security
information, see
the “Red Flag
Rules Use”
recorded video
tutorial.
Notes
• To activate the Safeguard - Red Flags Rule feature, go to To set
up other preferences on page 56.
• If you have received a notification that the patient’s identity may
have been stolen, go to To record financial information on page
191 to record the notification.
200 OfficeMate Home Office User’s Guide