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Instructor-Led Course Curriculum - OfficeMate 8.0
The Training department offers live, online affordable courses for clients who want to focus on specific topics or modules in OfficeMate and ExamWRITER. Our virtual courses are taught via the Web by knowledgeable staff instructors. You observe exactly what our trainers are doing while listening to their live step-by-step narratives from the convenience of your home or office. Instructor-led courses are great opportunities to learn robust, feature-rich software in small one-hour increments; they eliminate having to dedicate several days of staff time and efforts to learn too much information in too little time.
Note: The courses listed below are offered beginning on April 12, 2010. The curriculum for OfficeMate 9.0 courses offered beginning on April 12, 2010, is posted here.
-Click Here to Register- 801 - Personalizing Business Names, Customization, & Preferences
In this course, you will learn to
- Review the Business Names window (Business tab) for accuracy
- Record the practice's FAX number, contact information, and default area code
- Set up providers, staff members, and resources
- Record vendors
- Set up system preferences
- Customize list box selections
- Set up marketing and recall notices
- Add and modify procedure and diagnosis codes
In this course, you will learn how to
- Add and modify products and services
- Set up product details
- Select product types to modify
- Modify fees and costs
In this course, you will learn how to
- Set up Appointment Scheduler preferences
- Set up services
- Set up office hours
- Set up reminders
- Set up providers
- Set up exceptions
- Set up icons
- Schedule new appointments
- Cancel, move, and reschedule appointments
- Confirm appointments
Assessment
In this course, you will learn how to
- Record patient demographic data
- Record patient insurance
- Record financial, marketing, recall, and correspondence information
- Add and scan HIPAA and eDocument information
- Create and modify letters and postcards
- Assign and use one-click documents
- Process correspondence
In this course, you will learn how to
- Post charges
- Record initial payments on fee slips
- Record payments in the Receipts & Adjustments window
Assessment
In this course, you will learn how to
- Bill insurance carriers for all fee slip line items
- Select insurance carriers for individual fee slip line items
- Review patient charges
- Record payments in the Receipts & Adjustments window
- Record insurance payments
- Apply payments to line items
- Transfer unapplied amounts to patients and other insurance carriers
- Write off insurance balances by line or globally
- Apply unapplied amounts to patient balances
- Record insurance chargebacks
Assessment
In this course, you will learn how to
- View lab orders
- Create Rx orders for spectacles and contact lenses
- Record and update order statuses
- Invoice orders
- Redo orders
Assessment
In this course, you will learn how to
- Change the quantity on hand through the Inventory Adjustment window
- Print the Inventory Variance report
- Record and close inventory cycles
- Utilize purchase orders
Post Training Task List
Assessment
In this course, you will learn how to
- Review required data for insurance claims
- Select claims
- Correct errors in claims
- Create and edit claims
- Upload and print claims
Assessment
In this course, you will learn how to
- Activate security
- Assign levels of security access to providers and staff members
- Add, view, and print reports
- Print patient statements
Post Training Task List
Assessment
In this course, you will learn how to
- Add and map products to use with the VSP Interface
- Obtain member information
- Authorizations
- Eligibility information
- Create Rx lab orders for VSP orders
- Submit insurance claims to VSP
This course is available to all OfficeMate clients at no charge. If you recently purchased and implemented OfficeMate, please view the Billing series recorded video tutorials and attend the 908 and 909 courses before participating in this Q & A course. When you register for the course, you will have the opportunity to submit three questions for discussion during the class.
This course is available to all OfficeMate clients at no charge. If you recently purchased and implemented OfficeMate, please view the Third Party Processing recorded video tutorial and attend the 911 course before participating in this Q & A course. When you register for the course, you will have the opportunity to submit three questions for discussion during the class.
This course is available to all OfficeMate clients at no charge. If you recently purchased and implemented OfficeMate, please view the Optical series recorded video tutorials and attend the 910 course before participating in this Q & A course. When you register for the course, you will have the opportunity to submit three questions for discussion during the class.
This course is available to all OfficeMate clients at no charge. If you recently purchased and implemented OfficeMate, please view the Appointment Scheduler Setup recorded video tutorial and the applicable Front Desk series recorded video tutorials and attend the 906 course before participating in this Q & A course. When you register for the course, you will have the opportunity to submit three questions for discussion during the class.
This course is available to all OfficeMate clients at no charge. If you recently purchased and implemented OfficeMate, please view the VSP Interface series recorded video tutorials and attend the 914 course before participating in this Q & A course. When you register for the course, you will have the opportunity to submit three questions for discussion during the class.
