OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Setting up OfficeMate
Chapter 1 Getting Started
Select the Discount radio button to create a discount or select the Package
radio button to create a package.
Notes
• Packages are applied to the fee slip prior to insurance payments.
Packages affect both patient and insurance charges. Packages
are special pricing for bundles of products or discounts that are
applied to combinations of products, for example, buy a frame
and opthalmic lenses and get a free scratch coat.
• Discounts are applied to the fee slip after insurance payments.
Discounts affect only patient charges.
• Discounts and packages are applied separately on the fee slip.
Discounts are only visible in the Discounts window, and
packages are only visible in the Packages window. For
information about applying discounts to fee slips, go to To
apply discounts on page 124. For information about applying
packages to fee slips, go to To apply package discounts on page
126.
Select the Active check box to allow users in the locations to apply the discount
or package to fee slips.
Select the Password Protected check box to require an authorized password
to apply the discount or package.
Select the Manual Over-ride check box to allow users in the locations to
manually edit the dollar amount or percentage of the discount or package.
Note
When the discount or package allows for manual overrides, the
user in the location may edit the discount dollar amount or
percentage for individual line items on the fee slip.
Select the Rx Order Level Only check box if the products must be on the
same lab order to qualify as a package.
Select the Line Item Enabled check box if the discount can be applied as a line
item discount.
Select the Line Item Only check box if the discount can only be applied as a line
item discount.
Select the Exclusive checkbox if the discount cannot be applied with other
discounts.
For Required Products, select the Any radio button to apply the discount if any
one of the products on the fee slip is eligible or select the All radio button to
apply the discount only if all of the products appear on the fee slip.
Select the type of product being discounted or included in the package from the
Product Type drop-down menu.
80 OfficeMate Home Office User’s Guide