OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 1 Getting Started
Setting up OfficeMate
Click Yes to continue.
Click OK to close the Customization window.
To create new service agreement renewal plans
On the OfficeMate Home Office main window, click Setup, and select
Customization.
The Customization window opens.
Click the Service Agreement tab.
Click New Plan.
Type the name of the new service agreement in the Renewal Plan text box.
Place your cursor in the Renewal Fees Schedule Terms in Months box and
select the number of months for each renewal year you offer.
Place your cursor in the Renewal Fees Schedule Fee box and type the fee that
corresponds to the renewal plan.
Type the number of weeks or months between the patient’s renewal date and the
notice that you are creating in the Renewal Notice Mailing Schedule # column.
Select Month(s) or Week(s) from the Period column drop-down menu.
Select After or Before from the When column drop-down menu.
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