OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Setting Up the Appointment Scheduler
Chapter 6 Scheduling, Moving, & Canceling Appointments
Select an insurance plan from the Insurance 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
insurance plan 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 insurance reminder in the
Reminder box.
Click OK.
To add insurance plans in OfficeMate, go to To modify or add
appointment schedule resources on page 45.
To set up appointment icons
You can set up appointment icons to use when you are scheduling patient
appointments to denote new or established patients, the status of a patient in the
office, patients who need more attention, etc. To assign icons to patient appointments,
go to Scheduling Appointments on page 297.
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 Appointment Icons.
The Icon Setup window opens.
292 OfficeMate Home Office User’s Guide