Printing Patient Welcome Forms and Batch Routing Slips
The patient welcome form displays basic patient demographic and insurance information. A patient welcome form is printed for each patient with a confirmed appointment on a given day or for all patients with appointments on a given day. Batch routing slips allow you to print all appointments for all patients on a given day at once, and may also be sorted by provider and location. Follow the instructions below to print patient welcome forms and batch routing slips.
- To open the Print Patient Welcome Forms or Print Batch Routing Slips window, take either of the following actions:
- Open the Appointment Scheduler, click Tools, and select Print Patient Welcome Forms or Print Batch Routing Slips. For more information on opening the Appointment Scheduler, go to Opening and Viewing the Appointment Scheduler.
- Click Tasks on the OfficeMate or OfficeMate Administration main window toolbar and select Print Patient Welcome Forms or Print Batch Routing Slips.
- Select your location from the Location drop-down menu if it is not selected already.
- If printing patient welcome forms, select to print all appointments or only confirmed appointments from the Appointments drop-down menu. If printing batch routing slips, select which provider from the Provider drop-down menu.
- Type or select a date in the Appointment Date field.
- Click Print Patient Welcome Forms or Print Batch Routing Slips.
- Complete one or more of the following tasks:
- Close the Preview Window.
- Click Exit to close the window.
The corresponding window opens.
The Preview Window opens.
If you are exporting the report to a Microsoft Windows application, such as Excel, select the MS Excel 97-2000 (Data Only) format and Disk file destination in the Export window and click OK. Select the Column width based on objects in the Details radio button and all the check boxes in the Excel Format Options window and click OK.