OfficeMate Home Office User's Guide - OfficeMate Software Solutions

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Index box 29, 112, 440 box 30, 441 box 31, 441 box 32–32B, 441 box 32B, 15 box 33–33B, 441 box 33A, 15, 469 box 9D, 111 paper stock, 442 recording additional information, 435 commercial claims, 467 commission, 40, 42, 234, 247 products, 220 services, 220 commission method, 221 commission report, 739 confirming appointments, 311 Consignment, 230 consignment, 225 report, 593 contact lens duplication fees, 34 elective vs. nonelective, 133 expiration, 64 Contact Lens Listing report, 594 Contact Lens Sales by Patient report, 594 Conversion Exception report, 595 copy appointments, 308 copy forward preferences, 87 correspondence history printing, 193 viewing, 193 correspondences appointment reminders, 751 birthday, 749 centralizing, 65 delinquent, 753 recall, 747 referral, 745 service agreement renewal plan, 755 thank you, 744 welcome, 744 county tax setting up, 69 coupons, 81 CPT/HCPCS codes. See procedure codes credit amounts paying open items, 323, 381 credit card information, 192 credit limit, 191 credits refunding, 386 custom reports Accounts Receivable, 530 Aged A/R 30-60-90-120+, 530 Applied Insurance Payment, 554, 584 Appointments Scheduled with Insurance, 536 creating, 525 detail, 530, 536, 542, 548, 55 4, 560, 567 Fee Slip Adjustment and Payment, 542, 607 Fee Slip Listing, 542, 611 Insurance Audit Deposit, 548 Insurance Sales Analysis, 554, 624 Monthly Production Recap, 567 Monthly Production Recap, 638 Performance - Net Fees, 560, 651 Performance - Net Quantities, 560, 654 Production - Location Comparison, 567 Production - Period Comparison, 567 Production - Provider Comparison, 567 Production - Year-to-Year Comparison, 567 Production Location Comparison Production Location Comparison, 662 788 OfficeMate Home Office User’s Guide
Index Production Period Comparison Production Period Comparison, 663 Production Provider Comparison Production Provider Comparison, 666 Production Year-to-Year Comparison Production Year-to-Year Comparison, 667 Productivity Recap, 567 Productivity Recap, 672 Customer Care team e-mail address, 773 phone number, 773 Web site, 773 customization contact lens duplication fees, 34 marketing groups and categories, 35 recall schedule, 28, 30, 259, 261 service agreement renewal plan, 31, 32, 33 ZIP code shortcuts, 26, 28 cylinder form, 85 D daily reports creating, 503 exporting, 504, 576 previewing, 504 printing, 504, 576 Daily Transaction Audit report, 596 data automatically backing up, 782 backing up, 781 DataHEALTH, 782 Day Sheet Details report, 599 Day Sheet Summary report, 597 DEA # default preferences, 85 default location patient, 177 default preferences, 85 cylinder form, 85 dilation orders, 86 eye selection, 85 next appointment, 86 patient quick list, 86 recall date, 85 recalls, 86 retinal image, 86 Rx expiration, 85 show contact lenses, 86 sphere form, 85 delete appointments, 310 Deleted Patients report, 600 deleting add-in programs, 54 mailing schedule, 30, 33 marketing category, 36 marketing group, 35 patient records, 211 providers, 38 recall schedules, 30 renewal fee schedule fee, 33 resources, 45 service agreement renewal plan, 33 staff members, 41 vendors, 21 delinquent correspondences, 753 delinquent notices, 759 demographic information, 174 denials, 355 Department of Public Safety number, 39 Deposit Adjustments report, 601 Deposit Ticket report, 602 Deposit Ticket Summary with Variance report, 603 Diagnosis Code Listing report, 604 diagnosis codes adding, 103 default view Did, 38 OfficeMate Home Office User’s Guide 789
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OfficeMate Home Office User’s Gui
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CONTENTS 1 Getting Started. . . . .
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Contents Viewing Patient Exams . .
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Contents 8 Using the Patient Ledger
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Contents Mapping Products . . . . .
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Contents Frame Aging . . . . . . .
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Contents Production - Provider Comp
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Contents Finance Charge . . . . . .
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CHAPTER 1 Getting Started In this c
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Chapter 1 Getting Started OfficeMat
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Chapter 1 Getting Started OfficeMat
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Chapter 1 Getting Started Setting u
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CHAPTER 2 Setting Up Insurance Carr
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CHAPTER 3 Creating, Modifying, & De
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CHAPTER 4 Maintaining Product & Ser
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CHAPTER 5 Recalling Patients In thi
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Chapter 5 Recalling Patients Modify
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Chapter 5 Recalling Patients Creati
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Chapter 5 Recalling Patients Creati
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Chapter 5 Recalling Patients Printi
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CHAPTER 6 Scheduling, Moving, & Can
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Chapter 6 Scheduling, Moving, & Can
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CHAPTER 7 Recording Receipts & Adju
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CHAPTER 8 Using the Patient Ledger
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Chapter 8 Using the Patient Ledger
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CHAPTER 9 Using FrameMate In this c
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Chapter 9 Using FrameMate Using the
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Chapter 9 Using FrameMate Transferr
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Chapter 9 Using FrameMate Viewing F
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CHAPTER 10 Maintaining Inventory In
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CHAPTER 11 Processing Insurance Cla
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CHAPTER 12 Setting Up & Using the V
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CHAPTER 13 Creating & Printing Repo
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CHAPTER 14 Using the General Ledger
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CHAPTER 15 Using the Task Manager&
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CHAPTER 16 Calculating & Reporting
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Page 791 and 792: APPENDIX A Processing End of Day In
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Page 797 and 798: APPENDIX B Backing Up & Restoring D
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Page 801 and 802: INDEX Symbols >, 173, 174 A access
Page 803: Index previewing, 524 Product Retur
Page 807 and 808: Index eyewear Rx expiration, 64 F F
Page 809 and 810: Index eligibility, 185 financial tr
Page 811 and 812: Index local tax setting up, 69 loca
Page 813 and 814: Index Patient Refund of Unapplied P
Page 815 and 816: Index maintaining costs, 240 mainta
Page 817 and 818: Index Fee Slip Detail, 609 Fee Slip
Page 819 and 820: Index deleting, 33 modifying, 32 pr
Page 821 and 822: Index boxes 63-64, 460 box 65, 460
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