OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 6 Scheduling, Moving, & Canceling Appointments
Setting Up the Appointment Scheduler
Select a service from the Service column drop-down menu.
Note
Select a resource from the Resource column drop-down menu.
Select a location from the Location column drop-down menu.
Select or type the maximum number of times that you want to schedule the
service in the How Many box.
Select Week, Day, or Month from the Per drop-down menu.
Type the message that you want to appear in the service reminder in the
Reminder box.
Click OK.
To add or delete services in OfficeMate, go to To set up services
on page 282.
To set up insurance reminders
Set up insurance reminders to control the scheduling of appointments for patients
who are covered by a specific insurance plan. If you set up your preferences to allow
overrides for insurance warnings, you will still be able to schedule appointments
despite any insurance reminders and restrictions. For more information on allowing
overrides, go to To set up preferences on page 280.
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 Reminders.
The Reminders window opens.
Click the Insurance Reminders tab to set up insurance reminders.
Note
If you want to delete an insurance reminder, select the insurance plan
and click Delete.
Click Add to add an insurance reminder.
OfficeMate Home Office User’s Guide 291