OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 1 Getting Started
Setting up OfficeMate
Select the discount code that applies to this discount or package from the
Disc/Pack Code drop-down menu.
Notes
• Discount codes are assigned by OfficeMate Home Office when
a discount filter is created. For information about creating and
editing discount filters, go to To select discount products on
page 75.
• If you need to delete a product type and product code, click in
the row you want to delete and click Delete Line.
Repeat steps 12–13 for each product type and discount code needed to complete
the discount or package.
To set up specific dates during which the discount or package is available:
a. Select the Use Date Range check box.
b. Type or select the beginning date in the Start field.
c. Type or select the end date in the End field.
If the discount or package is available only to members of a specific group or
organization, for example, AARP members, or if you want to use the discount
or package as a coupon, set up validation codes to ensure the patient’s member
number falls within a specific range:
a. Select the Use Validation Codes check box.
b. Type the lowest possible member number in the Start field.
c. Type the highest possible member number in the End field.
Click Save to save the discount or package.
OfficeMate Home Office User’s Guide 81