Recording Marketing Information

OfficeMate allows you to record patient marketing information and send optometric practice marketing materials to patients who have similar characteristics. Follow the instructions below to record marketing information for your patients.

1. Click the Marketing tab in the Patient Demographic window.
2. Select marketing groups and categories from the Marketing/Lifestyle Data box’s Group and Category column drop-down menus.

   To delete a group or category, select it and click Delete Line.

3. Select one or both of the following Mailing Information options:
   • Select the Mailing List check box to indicate that the patient is on your correspondence mailing list.
   • Select the Head of Household check box to designate the patient as the person making decisions in the household.
4. Make selections from the following items as applicable:
   • Select an insurance type from the Insurance Type drop-down menu.
   • If the patient is deceased, select the Deceased check box and type or select the patient’s date of death.
   • If the patient is retired, select the Retired check box and type or select the patient’s retirement date.
   • If the patient’s spouse is retired, select the Spouse Retired check box and type or select the spouse’s retirement date.
5. Follow the instructions below to record marketing service agreements and contact lens duplication fees in the Service Agreements & Lens Duplication Fees table:
   1. Select a service agreement from the Plan Name drop-down menu.
   2. Type the date the service agreement becomes effective in the Eff. Date column or double-click your cursor in the Eff. Date column to open and select a date from a calendar.
   3. Type or select the number of months for each renewal year in the Months column.
   4. Type the date the service agreement expires in the Exp. Date column or double-click your cursor in the Exp. Date column to open and select a date from a calendar.
   5. Select a contact lens to duplicate in the Contact Lens Name drop-down menu.
   6. Click your cursor in the With and W/O columns to automatically populate them with the information that you set up when you customized your OfficeMate service agreements.

      To delete a service agreement, select the plan name and click Delete Line.

   If you have OfficeMate Administration access, you can:

   • Set up your service agreements. For more information, see To create new service agreement renewal plans.
   • Modify your service agreements. For more information, see To modify service agreement renewal plans.
   • Identify contact lens duplication fees. For more information, see To identify contact lens duplication fees.

In addition to the procedure above, watch this video for more information.