OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Recording Product Information
Chapter 4 Maintaining Product & Service Information
Select a production group from the Production Group drop-down menu, if
the CPT code and production group are not already linked to each other. To
modify CPT codes and their associated production groups, go to To add &
modify procedure codes on page 101.
Type notes in the Notes box.
Select a commission class from the Class drop-down menu.
If you want to itemize product details, go to To itemize product details on page
234; otherwise, click Save and select one of the following options:
Save to save the information and keep the Products window open.
Save and New to save the information and create a new product.
Save and Exit to close the Products window.
To itemize product details
If you are not maintaining inventory and you want to itemize the size and color of
frames or lenses with the same name, complete the instructions below. If you are
maintaining inventory, go to Recording Product Inventory Details on page 406 to add
product details.
Open the Products window. For more information on opening the Products
window, go to Opening the Products Window on page 224.
Select a product or service from the Product Type drop-down menu.
Note
Complete one of the following tasks:
Click New Product to add a new product. For more information on
adding new products, go to To add or modify products on page 228.
Enter additional search criteria and click F2 - Find to search for and find
an existing product. For more information on finding products, go to
Finding Products & Services on page 224.
Notes
Frame and lens add-ons are included in the Other and Lens
Treatment product types.
• Click Copy to copy the product details and then make changes
to them to record a new product.
• Click Next and Previous to add or modify the previous or
next product in your database.
Click the Product Details tab.
Click New to add new product details or select a line in the table to modify
product details already recorded.
Note
Select a line and click Delete to delete the line if it is not linked to
a fee slip, Rx order, or purchase order.
234 OfficeMate Home Office User’s Guide