Using OfficeMate

Choosing OfficeMate to record and manage your eyecare practice records is the first step in creating a fully automated medical practice. This section will show you how to use OfficeMate to maintain patient demographic and inventory information, create Rx and lab orders, generate fee slips and receipts, process insurance information, and generate practice and patient reports.

Your OfficeMate software manages all of your patient, practice, and product information in a secure database that is easy to modify and use.

The following topics give you an overview to help you get started with OfficeMate:

• Navigation Schemes in OfficeMate
• Logging Into and Out of OfficeMate
• Changing Your Password

This section also includes:

• Managing Patient Records
• Adding Prior Names and Addresses to Patient Demographics
• Maintaining Product & Service Information
• Ordering and Tracking Prescriptions
• Recalling Patients
• Creating and Recording Fee Slips
• Scheduling Appointments
• Recording Receipts and Adjustments
• Using the Patient Ledger
• Maintaining Inventory Information
• Processing Insurance Claims
• Using the VSP Interface
• Creating and Printing Reports and Statements
• Using the General Ledger Interface
• Using the Task Manager, Quick List, and Internal Bulletins
• Printing Correspondences
• Maintaining Documents
• Processing End of Day