OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Setting Up the Appointment Scheduler
Chapter 6 Scheduling, Moving, & Canceling Appointments
Setting Up the
Appointment
Scheduler
Before you begin using OfficeMate to schedule, move, change, and cancel patient
appointments, set up the Appointment Scheduler. This section tells you how to set up
the Appointment Scheduler, including how
• To set up preferences, 280
• To set up services, 282
• To set up provider & resource hours, 283
• To set up service templates, 285
• To set up provider & resource exceptions, 289
• To set up service reminders, 290
• To set up insurance reminders, 291
• To set up appointment icons, 292
Note
You must set up the Appointment Scheduler before you begin
scheduling appointments.
For information on
the setting up the
Appointment
Scheduler, see the
“Appointment
Scheduler Setup”
recorded video
tutorial and the
906 “Building the
Appointment
Scheduler”
training course.
To set up preferences
Open the Appointment Scheduler. For more information on opening the
Appointment Scheduler, go to Opening & Viewing the Appointment Scheduler
on page 275.
Click Tools and select Scheduler Preferences.
The Scheduler Preferences window opens.
Select one of the following options from the Phone number box to denote
your preference for recording patients’ home phone numbers when scheduling
appointments:
Not Required
Warn If Missing
Always Required
Select one of the following options from the Insurance box to denote your
preference for recording patients’ insurance information when scheduling
appointments:
Not Required
Warn If Missing
Always Required
Select one of the following options from the Patient For Appointment box
to denote your preference for recording patients when scheduling appointments
(for example, if you select “Not Required,” then you will be able to schedule time
for non-patient appointments, such as office meetings and breaks):
Not Required
Warn If Missing
Always Required
280 OfficeMate Home Office User’s Guide