OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Printing Patient Welcome Forms
Chapter 3 Creating, Modifying, & Deleting Patient Records
Printing
Patient
Welcome
Forms
The patient welcome form displays basic patient demographic and insurance
information. A patient welcome form is printed for each patient with a confirmed
appointment on a given day. Follow the instructions below to print patient welcome
forms.
Note
OfficeMate prints patient welcome forms only for appointments that
have been confirmed.
Click Tasks on the OfficeMate Home Office main window toolbar and select
Print Patient Welcome Forms.
The Print Patient Welcome Forms window opens.
Select your location from the Location drop-down menu if it is not selected
already.
Type or select a date in the Appointment Date field.
Click Print Patient Welcome Forms.
The Preview Window opens.
Complete one or more of the following tasks:
Click the Print Report icon to open the Print window and print the
patient welcome forms.
Click the Export Report icon to open the Export window and choose a
format and destination for your exported patient welcome forms.
Note
If you are exporting the report to a Microsoft Windows
application, such as Excel, select the MS Excel 97-2000 (Data
Only) format and Disk file destination in the Export window
and click OK. Select the Column width based on objects in
the Details radio button and all the check boxes in the Excel
Format Options window and click OK.
Close the Preview Window.
Click Exit to close the Print Patient Welcome Forms window.
214 OfficeMate Home Office User’s Guide