OfficeMate Home Office User's Guide - OfficeMate Software Solutions

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Index history, 190 letters, 263 modifying letters, 264 modifying schedules, 30, 261 paper stock, 266 Patients w/No Recall Date report, 650 printing correspondence, 266 printing labels, 271 printing list of patients, 269 recording, 190, 262 reminders, 244 reports, 501 reviewing, 190 types, 190 receipts modifying payments, 380 opening, 315 viewing from ledger, 379 Receipts Journal report, 676 Receiving History report, 677 recorded video tutorials, 1 Red Flags Rule, 191, 192, 200, 316, 320 preference, 58 Re-Do Lab Orders report, 678 referral, 177 correspondences, 745 referral thank you notes, 759 Referrals report, 679 referring doctor NPI number, 43 other ID, 44 qualifier, 43 referring doctors, 46 referring physician, 184 Referring Physician Listing report, 679 referring professional, 177 refunding unapplied patient credits, 367 replacement codes, 184 report settings, 84 reports, 501 Accounts Receivable, 530 Accounts Receivable Variance, 583 adding to tabs, 498 Adjustment Register, 584 Aged A/R 30-60-90-120+, 530 aging, 499 Applied Insurance Payment, 554, 584 Applied Payment, 585 Applied Payment Register by Date, 586 Applied Payment Summary, 586 Appointment Schedule, 587 Appointment Utilization, 588 Appointments Scheduled with Insurance, 536 Bad Address List, 588 Billing History, 589 business analysis, 523 Cancellations And No Shows, 589 Capture Ratio, 590 Cash Reconciliation, 591 Claim Edit Errors, 592 commission, 739 Consignment, 593 Contact Lens Listing, 594 Contact Lens Sales by Patient, 594 Conversion Exception, 595 custom, 525 daily, 503 Daily Transaction Audit, 596 Day Sheet Details, 599 Day Sheet Summary, 597 Deleted Patients, 600 Deposit Adjustments, 601 Deposit Ticket, 602 Deposit Ticket Summary with Variance, 603 Diagnosis Code Listing, 604 Discount Register, 604 Exam Analysis, 605 exam analysis, 574 Fee Slip Adjustment and Payment, 542, 607 Fee Slip Audit, 608 800 OfficeMate Home Office User’s Guide
Index Fee Slip Detail, 609 Fee Slip Detail by Resource, 610 Fee Slip Listing, 542, 611 Fee Slip on Hold, 611 financial transactions, 499 Frame Aging, 612 Frame Listing, 613 Frame Sales Detail by Manufacturer, 614 Frame Sales Summary, 614 Frame Stock Status, 615 General Ledger Setup Listing, 615 Gross Profitability by Vendor, 616 history, 577 Insurance Aging by Patient Detail, 617 Insurance Aging by Patient Summary, 619 Insurance Aging Summary, 620 Insurance Analysis, 621 Insurance Audit, 621 Insurance Audit Deposit, 548 Insurance Charge Back, 621 Insurance Charges, 624 insurance financial transaction, 500 Insurance Listing, 622 Insurance Profitability, 623 Insurance Sales Analysis, 554, 624 Insurance Sales Total, 626 Internal Marketing, 626 internal marketing, 516 inventory, 500 Inventory Adjustments, 627 Inventory Profitability, 627 Inventory Transfer, 628 Inventory Turnover, 629 Inventory Valuation, 630 lab orders, 500 Lab Orders Outstanding, 632 Lab Orders Patient Follow-Up, 633 Lab Orders Patient Notification, 634 Lab Orders Received & Notified, 635 list, 498 lists, 500 Location Inventory, 637 monthly, 508 Monthly Production Recap, 567 Monthly Production Summary, 639 New Patient Demographics, 642 New Patient Growth Rate, 643 Open Charges, 644 Ophthalmic Lens Listing, 644 Order Recommendation, 645 Other Product Listing, 645 paper stock, 498 Patient Aging - Detail, 646 Patient Aging - Summary, 647 Patient Demographics, 649 Patient List, 650 Patient Refund of Unapplied Payments, 648 Patients in Quick List, 650 Patients w/No Recall Date, 650 Performance - Net Fees, 560, 651 Performance - Net Quantities, 560, 654 Physical Inventory Variance, 656 printing, 498 Procedure Code Listing, 658 Product Return Analysis, 659 product sales, 501 Product Transaction Details, 660 Production, 661 production, 501 Production - Location Comparison, 567 Production - Period Comparison, 567 Production - Provider Comparison, 567 Production - Year-to-Year Comparison, 567 Production Summary by Provider on Fee Slip, 667 Production Summary by Provider on Fee Slip Item, 670 OfficeMate Home Office User’s Guide 801
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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 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 9 Using FrameMate In this c
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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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Chapter 16 Calculating & Reporting
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CHAPTER 17 Printing Correspondences
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Chapter 17 Printing Correspondences
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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 and 804: Index previewing, 524 Product Retur
Page 805 and 806: Index Production Period Comparison
Page 807 and 808: Index eyewear Rx expiration, 64 F F
Page 809 and 810: Index eligibility, 185 financial tr
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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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