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Instructor-Led Course Curriculum - OfficeMate 9.0
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 8.0 courses offered beginning on April 12, 2010, is posted here.
901 - Location Maintenance, Business Names, Resource Setup, & Security
In this course, you will learn how to
- Set up Home Office
- Record other location types
- Populate sales tax and claim information
- Review the Business Names window (Business tab) for accuracy
- Record the practice's Fax number
- Record contact information
- Record a default area code
- Set up providers, staff members, and resources
- Assign passwords and security access to providers and staff members
In this course, you will learn how to
- Add and modify procedure and diagnosis codes
- Add and modify place of service information
- Set up and modify power range selections
- Create attributes for product types
- Assign CPT codes, costs, and fees to attributes
- Set up insurance carriers and plans
In this course, you will learn how to
- Set up vendors
- Set up preferences
- List box selections
- Set up plans
- Set up recalls
In this course, you will learn how to
- Add and modify products
- Set up product details, attributes, and location inventories
- Select product types to modify
- Select and modify attributes
- Modify fees and costs
In this course, you will learn how to
- Set up Appointment Scheduler preferences
- Set up services and groups
- Create service templates
- Enter office hours and reminders
- Set up providers and resources
- Understand icons
- Create exceptions
Assessment
In this course, you will learn how to
- Schedule new appointments
- Select and view various provider and resource schedules
- Cancel, move, and reschedule appointments
- Confirm appointments
Assessment
In this course, you will learn how to
- View the lab order history
- Create an Rx order for spectacle and contact lenses
- Record and update order statuses
- Invoice orders
Assessment
In this course, you will learn how to
- Post charges
- Record initial payments on fee slips
- Bill insurance carries for all fee slip line items
- Select insurance carriers for individual fee slip line items
- Review patient charges
- Record payments on the Receipts & Adjustments window
Assessment
In this course, you will learn how to
- Select an insurance carrier and service date range
- Record insurance payments
- Apply payments to line items
- Transfer amounts to a patient or insurance carrier
- Write off an insurance balance by line or globally
- Apply unapplied amounts to insurance balances
- Transfer unapplied amounts to patients
- Record insurance chargebacks
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
- Understand 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
- Add, view, and print reports
- Print patient statements
- Use the Task Manager
- Use the Internal Bulletin
In this course, you will learn how to
- Create and modify letters and postcards
- Assign and use one-click documents
- Process correspondence and recalls
In this course, you will learn how to
- Add and map products to use with the VSP Interface
- Obtain member information, authorizations, and eligibility information
- Create Rx lab orders for VSP orders
- Submit insurance claims to VSP
Post Training Task List
Assessment
In this course, you will learn how to
- Set up advanced insurance plans
- Set up a schedule of benefits for maximum allotments and detailed benefits
In this course, you will learn how to
- Set up discount filters and discounts
- Set up discount packages
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.
