Recording Patient Information

To streamline the process of recording patient information in OfficeMate, add frequently used information to list box selections (if you have OfficeMate Administration access). For more information on adding list box selections, see To add list box selections.

To highlight the patient information fields that are required to be complete in your office and to choose the information to display in the Patient Demographic window title bar, modify your OfficeMate patient preferences (if you have OfficeMate Administration access). For more information, see To set up patient preferences.

What do you want to do?

• Recording Demographic Information
• Recording Insurance Information
• Recording Additional Insurance Claim Information
• Recording Insurance Eligibility and Authorizations
• Recording Marketing Information
• Recording Patient Notes
• Recording and Reviewing Recall Information
• Recording Financial Information
• Viewing and Printing Correspondence History
• Recording HIPAA Information
• Selecting Letters to Send to a Patient