Adding or Modifying Products

  • Only users in distribution centers and the administrative location can modify information in the Products window.
  • If you need to update multiple products and services at one time, go to Updating Many Products and Services.
  • All of the fields in the steps in this section are not applicable for all products. Record the applicable information for your product type. You can record as little or as much product information in OfficeMate as is necessary for your practice.
  • To update your contact lens (ABB) database using the Contact Lens Catalog Updater, read this knowledge base article.
  1. Open the Products window. For more information, go to Opening the Products Window.
  2. Select a product from the Product Type drop-down menu.

    Frame and lens add-ons are included in the Other and Lens Treatment product types.

  3. Complete one of the following tasks:
    • Click New Product to add a new product.
    • Enter additional search criteria and click F2 - Find or press Enter to search for and find an existing product. For more information, go to Finding Products and Services.

    • Click Delete to delete a product if it is not linked to a fee slip, Rx order, or purchase order.

    • Click Next and Previous to add or modify the previous or next product in your database.
  4. Click Copy to copy the product details and then make changes to them to record a new product.

    OR

    Type the product name in the Product Name text box.

    Name the product a short name (for ease and simplicity) or a number or CPT code with more than one digit.

  5. Locate the product you are looking for in the search results and double click it.
  6. Make selections from the drop-down menus as needed:
    • Print on Fee Slip
    • Stocking Type
    • Gender
    • Lens Category

      You must assign contact lenses to a lens category in order for them to appear in the Select Contact Lens window in ExamWRITER.

    • Item Type
    • Manufacturer
    • Frame and Lens Add On Type
    • Designer Series
    • Material
    • Mount
    • Tint
    • Finish
    • Ins. Fee Type
    • Unit of Measure
    • Vendor
    • Series
    • Product Number
    • Frame Type
    • Frame Usage
    • Lenses per Pack
  7. Select any relevant check boxes:
    • Trial Lens Inventory
    • On Consignment
    • Standard Temple
    • Inactive
    • Quick List (if you are not maintaining inventory for this product and you want to add it to your Product Quick List window)
  8. To associate the product with the specific pricing of a particular insurance plan, perform the following steps:
    1. Select an insurance carrier from the Carrier drop-down menu.
    2. Select a plan from the Plan drop-down menu.
    3. Select a service group from the Group drop-down menu.
    4. Click Save Line to save the product’s association with the insurance group.

    The insurance group information is only available to practices that upgraded from OfficeMate Enterprise 2.0 or OfficeMate 9.0, 9.5, or 10.0, and had at least one insurance plan that used either the Detailed Benefits or Maximum Allotments pricing methods.

  9. To add more information to the product, go to Adding Additional Information to Products or Itemizing Product Details; otherwise, click Save and select one of the following options:
    • Save to save the information and keep the Products window open.
    • Save and New to save the information and create a new product.
    • Save and Exit to close the Products window.

In addition to the procedure above, watch this video.