Managing Patient Records

Patient records contain demographic, insurance, marketing, recall, financial, correspondence history, HIPAA, and exam information. The amount of information that you record for each patient depends on your office’s policies and procedures.

This section includes:

• Creating and Opening Patient Records
• Recording Patient Information
• Attaching Electronic Documents to Patient Records in OfficeMate
• Attaching a Photo to Patient Records
• Printing Patient Labels
• Viewing All Patient Information
• Viewing Patient Appointments
• Viewing Patient Exams
• Viewing & Recording Patient Referrals to Other Providers
• Printing One-Click Patient Documents
• Deleting Patient Records
• Closing Patient Open Charges
• Printing Patient Welcome Forms and Batch Routing Slips