OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 1 Getting Started
Setting up OfficeMate
Setting
Apply fee slip overpayment
to oldest balance
Apply patient unapplied
amount from fee slip
Display purchase order
message from Rx
Default All Same
Guarantor
Display warning msg for
handwritten products
Show voided fee slips on
billing history
Display Quick List on
startup
Display patient photo and
alerts
Display reminder for Level
II codes
Default Ophthalmic Lens
Power Range
Print patient DOB on fee
slip
Default Co-Pay to be
checked on Refund
Window
Description
Automatically applies any overpayments to the
patient’s oldest open balance.
Automatically applies an over payment on a prior fee
slip to the patient’s current fee slip.
Displays a dialog box that asks the user to confirm
that a purchase order will be generated based on the
items in the order when an order is created.
Selects the All Same Guarantor check box on the
Receipts & Adjustments window by default. This
allows payments made by one patient to be applied to
other patients within the same family.
Displays a warning message when a user manually
types a product on a fee slip that does not match any
product in the database. The warning does not
prevent the user from manually entering a product.
Displays voided fee slips on the Billing History report.
Displays the Quick List window when OfficeMate.
Displays the patient photo and alerts on the Patient
Center and Appointment Scheduler windows.
Displays a warning to remind the user to select a
PQRI code when an eligible diagnosis code is selected
on the fee slip.
Defaults the low sphere and cylinder to 0.00 and the
high sphere and cylinder to 99.00.
Includes the patient’s date of birth on the fee slip.
Selects the Refund Co-Pay check box by default on
the Fee Slip Item Return window. The Refund Co-Pay
check box can be deselected by the user as needed.
OfficeMate Home Office User’s Guide 57