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.

This section explains how to perform the following tasks:

• Recording Demographic Information
• Recording Insurance Information
• Recording Additional Insurance Claim Information
• To Record Insurance Eligibility and Authorizations
• To Record Marketing Information
• To Record Patient Notes
• To Record and Review Recall Information
• To Record Financial Information
• To View and Print Correspondence History
• To Record HIPAA Information
• To Select Letters to Send to a Patient