Understanding Merged Data
Review the table below to understand what data from your single location applications will be merged into your multilocation application. This information will also be shared with you in the OfficeMate Database Merge Statement of Work (SOW) that you receive.
|
Included in Merge |
Excluded From Merge |
|---|---|
|
Patient demographics (active and inactive patients) Name Social Security Number Address Birth date Guarantor Marital Status Insurance carriers and plans Patient insurance information Providers Provider insurance information Recall types Patient recalls Appointments (by default, only future appointments, although you can also include past appointments) Service types (you must specify if you want some or all service types merged) Patient exams ExamWRITER exam templates Patient Rx Eyeglass Soft contacts Rigid contacts Open charges (if desired) Products and details (not inventory counts) |
Patient financial information Fee slips Receipts Ledger data Deposits Third-party insurance claims Payments Inventory counts Customized tasks Customized reports Database merge software customization Software installation or upgrades |