Centralizing Claims, Purchase Orders, Correspondence, & Reports
OfficeMate gives you the option of controlling many functions locally and from your home office (e.g., inventory management), while other functions can only be controlled from the home office (e.g., product pricing). These options allow you to maintain control over your locations while giving them the flexibility to conduct everyday business with minimal reliance on your home office.
Furthermore, you can choose to centralize insurance billing, purchase ordering, and correspondence mailing or delegate those responsibilities to the locations.
- Centralizing Third Party Processing
- Centralizing Purchase Orders & Other Inventory Functions
- Centralizing Correspondence
- Generating Reports
|
Feature |
Shared Application Availability |
|---|---|
|
Process insurance claims for all locations |
ü |
|
Price products by location |
ü |
|
Maintain products and services centrally |
ü |
|
Search inventory by location |
ü |
|
Transfer inventory between locations |
ü |
|
Generate correspondences for all locations |
ü |
|
Generate reports for all locations |
ü |
Centralizing Third Party Processing
When you are using a centrally-managed business model, you can process insurance claims by location, or, for all locations at once.
More Information
For step-by-step instructions on processing insurance claims for multiple locations, go to Processing Insurance Claims, and watch the video below in addition to other billing videos.
Centralizing Purchase Orders & Other Inventory Functions
If you want to centralize your inventory functions, you can set up detailed inventory preferences for each location.
OfficeMate also allows you to set the fees for your products and services for all of your locations. You can make exceptions to that pricing by entering a different price for individual locations. OfficeMate restricts product and service maintenance to OfficeMate Administration users. When you enter or update a product at the home office, that product is available to be added to any store’s inventory. This feature is useful for rolling out new products and services quickly and maintaining consistent products and services across all locations.
What sells well at one location, may not sell well at another. OfficeMate gives you the flexibility to easily transfer stock from one location to another. Sometimes your store may run out of an item that another location has in stock. The store manager, with access to OfficeMate Administration, can view other locations’ inventory item-by-item.
More Information
For step-by-step instructions on maintaining products and inventory in multiple locations, go to Updating Many Products and Services and Maintaining Inventory Information. In addition, watch the videos below in addition to other back office inventory videos.
Centralizing Correspondence
Generating welcome, thank-you, referral, recall, birthday, appointment, delinquent, and service agreement renewal correspondence for all locations makes keeping up with your correspondences quick and easy.
More Information
For step-by-step instructions on generating correspondences for multiple locations, go to Printing Correspondences.
Generating Reports
OfficeMate makes it easy to keep tabs on how each location, and your entire practice, is doing by giving you the ability to generate reports for all locations.
More Information
For step-by-step instructions on generating reports for multiple locations, go to Creating and Printing Reports and Statements, and watch the video below in addition to other reports videos.