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Instructor-Led Course Schedule - OfficeMate 9.0
The Training department offers a variety of courses on OfficeMate and ExamWRITER. For your convenience, we have listed the available training times for OfficeMate version 9.0 courses beginning September 7, 2010, below. To view a list of courses and training times for OfficeMate version 8.0 beginning on September 7, 2010, click here. Unless otherwise noted, all courses are one hour in duration.
Note: If the times for the Upgrade (9-01, 9-02, 9-03, 9-04, 9-05, 9-06) courses listed below do not fit into your schedule, please send an e-mail to ossu@officemate.net and our Training team will send you links to video recordings of the Upgrade courses.
Call OfficeMate at 800.269.3666, option 3, option 1, or click here, to enroll in a course. Please join all courses 5-10 minutes prior to the start time; you will be unable to join a course ten minutes after it begins. You must have a high-speed Internet DSL, cable, or T1 connection in order to successfully view online instructor-led courses.
The following course schedules are listed on this Web page:
- Upgrade 9-01 - Home Office, Security, End of Day
- Upgrade 9-02 - Setup Differences
- Upgrade 9-03 - Appointment Scheduler
- Upgrade 9-04 - Patient Information
- Upgrade 9-05 - Lab Orders & Inventory
- Upgrade 9-06 - Receiving Payments & Third Party Processing
- 901 - Location Maintenance, Business Names, Resource Setup & Security
- 902 - Third Party Setup & Phase One Insurance Setup - Percentage
- 903 - Vendor Maintenance, Preferences, & Customization
- 904 - Building & Maintaining Your Products & Services Database
- 905 - Building the Appointment Scheduler
- 906 - Scheduling & Patient Check In
- 907 - Contact Lens & Spectacle Rx Orders
- 908 - Patient Financial Transactions
- 909 - Insurance Financial Transactions
- 910 - Inventory Management
- 911 - Third Party Processing
- 912 - Reports, Internal Bulletin, & Task Manager
- 913 - Patient Correspondence & Recall
- 914 - VSP Interface
- 915 - Phase Two Advanced Insurance Setup - Detailed Benefits/Maximum Allotments
- 916 - Phase Discounts & Discount Packages
- Q & A Fee Slips & Receipts
- Q & A Third Party Processing
- Q & A VSP Interface
- Q & A Inventory
- Q & A Scheduler
| Upgrade 9-01 - Home Office, Security, End of Day [register] (You must have viewed the Home Office, Security, End of Day recorded video tutorial and the applicable Home Office series recorded video tutorials and Performing End of Day Processes recorded video tutorial prior to enrolling in this course.) |
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| Monday Thursday Friday |
7:30am PDT 6:00am PDT 10:30am PDT |
8:30am MDT 7:00am MDT 11:30am MDT |
9:30am CDT 8:00am CDT 12:30pm CDT |
10:30am EDT 9:00am EDT 1:30pm EDT |
| Upgrade 9-02 - Setup Differences [register] (You must have viewed the Setup Differences recorded video tutorial and applicable Home Office series recorded video tutorials prior to enrolling in this course.) |
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| Wednesday Thursday Friday |
8:00am PDT 1:30pm PDT 8:30am PDT |
9:00am MDT 2:30pm MDT 9:30am MDT |
10:00am CDT 3:30pm CDT 10:30am CDT |
11:00am EDT 4:30pm EDT 11:30am EDT |
| Upgrade 9-03 - Appointment Scheduler [register] (You must have viewed the Appointment Scheduler recorded video tutorial, Appointment Scheduler Setup recorded video tutorial and Scheduling, Modifying, and Confirming Appointments recorded video tutorial prior to enrolling in this course.) |
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| Wednesday Thursday Friday |
10:00am PDT 12:00pm PDT 1:00pm PDT |
11:00am MDT 1:00pm MDT 2:00pm MDT |
12:00pm CDT 2:00pm CDT 3:00pm CDT |
1:00pm EDT 3:00pm EDT 4:00pm EDT |
| Upgrade 9-04 - Patient Information [register] (You must have viewed the Patient Information recorded video tutorial and the applicable Front Desk series recorded video tutorials prior to enrolling in this course.) |
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| Wednesday Thursday Friday |
9:30am
PDT 4:00pm PDT 6:00am PDT |
10:30am MDT 5:00pm MDT 7:00am MDT |
11:30am CDT 6:00pm CDT 8:00am CDT |
12:30pm EDT 7:00pm EDT 9:00am EDT |
| Upgrade 9-05 - Lab Orders & Inventory [register] (You must have viewed the Lab Orders & Inventory recorded video tutorial and the Optical series recorded video tutorials prior to enrolling in this course.) |
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| Tuesday Thursday Friday |
1:00pm PDT 10:30am PDT 2:30pm PDT |
2:00pm MDT 11:30am MDT 3:30pm MDT |
3:00pm CDT 12:30pm CDT 4:30pm CDT |
4:00pm EDT 1:30pm EDT 5:30pm EDT |
| Upgrade 9-06 - Receiving Payments & Third Party Processing [register] (You must have viewed the Receiving Payments & Third Party Processing recorded video tutorial and the applicable Billing series recorded video tutorials prior to enrolling in this course. You must view the Using the Electronic Remittance Advice recorded video tutorial to learn about using the new Electronic Remittance Advice feature in OfficeMate 9.0.) |
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| Monday Thursday Friday |
1:00pm PDT 8:30am PDT 4:00pm PDT |
2:00pm MDT 9:30am MDT 5:00pm MDT |
3:00pm CDT 10:30am CDT 6:00pm CDT |
4:00pm EDT 11:30am EDT 7:00pm EDT |
| 901 - Location Maintenance, Business Names, Resource Setup & Security [register] (You must have viewed the Location Maintenance and Business Names recorded video tutorial, Resource Setup recorded video tutorial, and Setting Up and Maintaining Security recorded video tutorial prior to enrolling in this course.) |
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| Monday Wednesday Thursday Friday |
11:30am PDT 3:30pm PDT 11:30am PDT 8:00am PDT |
12:30pm MDT 4:30pm MDT 12:30pm MDT 9:00am MDT |
1:30pm CDT 5:30pm CDT 1:30pm CDT 10:00am CDT |
2:30pm EDT 6:30pm EDT 2:30pm EDT 11:00am EDT |
| 902 - Third Party Setup & Phase One Insurance Setup - Percentage [register] (You must have viewed the Insurance Setup - Phase One - Percentage recorded video tutorial prior to enrolling in this course.) |
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| Monday Tuesday Wednesday Friday |
7:00am PDT 1:30pm PDT 6:00am PDT 9:00am PDT |
8:00am MDT 2:30pm MDT 7:00am MDT 10:00am MDT |
9:00am CDT 3:30pm CDT 8:00am CDT 11:00am CDT |
10:00am EDT 4:30pm EDT 9:00am EDT 12:00pm EDT |
| 903 - Vendor Maintenance, Preferences, & Customization [register] (You must have viewed the Vendor Maintenance recorded video tutorial, Preference Settings recorded video tutorial, and Customization recorded video tutorial prior to enrolling in this course.) |
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| Wednesday Thursday Friday |
11:00am PDT 1:00pm PDT 5:00pm PDT |
12:00pm MDT 2:00pm MDT 6:00pm MDT |
1:00pm CDT 3:00pm CDT 7:00pm CDT |
2:00pm EDT 4:00pm EDT 8:00pm EDT |
| 904 - Building & Maintaining Your Products & Services Database [register] (You must have viewed the applicable Home Office series recorded video tutorials prior to enrolling in this course. This course is 1.5 hours in duration.) |
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| Monday Tuesday Wednesday |
10:30am PDT 8:00am PDT 1:30pm PDT |
11:30am MDT 9:00am MDT 2:30pm MDT |
12:30pm CDT 10:00am CDT 3:30pm CDT |
1:30pm EDT 11:00am EDT 4:30pm EDT |
| 905 - Building the Appointment Scheduler [register] (You must have viewed the Appointment Scheduler Setup recorded video tutorial prior to enrolling in this course.) |
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| Wednesday Thursday Friday |
11:30am PDT 11:00am PDT 7:30am PDT |
12:30pm MDT 12:00pm MDT 8:30am MDT |
1:30pm CDT 1:00pm CDT 9:30am CDT |
2:30pm EDT 2:00pm EDT 10:30am EDT |
| 906 - Scheduling & Patient Check In [register] (You must have viewed the applicable Front Desk series recorded video tutorials prior to enrolling in this course.) |
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| Wednesday Thursday Friday |
5:00pm PDT 10:00am PDT 11:30am PDT |
6:00pm MDT 11:00am MDT 12:30pm MDT |
7:00pm CDT 12:00pm CDT 1:30pm CDT |
8:00pm EDT 1:00pm EDT 2:30pm EDT |
| 907 - Contact Lens & Spectacle Rx Orders [register] (You must have viewed the Optical series recorded video tutorials prior to enrolling in this course.) |
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| Monday Tuesday Thursday Friday |
10:00am PDT 3:00pm PDT 8:00am PDT 12:00pm PDT |
11:00am MDT 4:00pm MDT 9:00am MDT 1:00pm MDT |
12:00pm CDT 5:00pm CDT 10:00am CDT 2:00pm CDT |
1:00pm EDT 6:00pm EDT 11:00am EDT 3:00pm EDT |
| 908 - Patient Financial Transactions [register] (You must have viewed the applicable Billing series recorded video tutorials prior to enrolling in this course.) |
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| Monday Tuesday Thursday |
1:00pm PDT 12:00pm PDT 5:00pm PDT |
2:00pm MDT 1:00pm MDT 6:00pm MDT |
3:00pm CDT 2:00pm CDT 7:00pm CDT |
4:00pm EDT 3:00pm EDT 8:00pm EDT |
| 909 - Insurance Financial Transactions [register] (You must have viewed the applicable Billing series recorded video tutorials prior to enrolling in this course.) |
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| Tuesday Wednesday Friday |
9:00am PDT 2:00pm PDT 11:00am PDT |
10:00am MDT 3:00pm MDT 12:00pm MDT |
11:00am CDT 4:00pm CDT 1:00pm CDT |
12:00pm EDT 5:00pm EDT 2:00pm EDT |
| 910 - Inventory Management [register] (You must have viewed the Optical series recorded video tutorials prior to enrolling in this course.) |
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| Monday Tuesday Wednesday |
12:30pm PDT 5:00pm PDT 8:30am PDT |
1:30pm MDT 6:00pm MDT 9:30am MDT |
2:30pm CDT 7:00pm CDT 10:30am CDT |
3:30pm EDT 8:00pm EDT 11:30am EDT |
| 911 - Third Party Processing [register] (You must have viewed the Third Party Processing recorded video tutorial prior to enrolling in this course. This course is 1.5 hours in duration.) |
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| Tuesday Wednesday Thursday Friday |
6:30am PDT 9:00am PDT 5:00am PDT 11:30am PDT |
7:30am MDT 10:00am MDT 6:00am MDT 12:30pm MDT |
8:30am CDT 11:00am CDT 7:00am CDT 1:30pm CDT |
9:30am EDT 12:00pm EDT 8:00am EDT 2:30pm EDT |
| 912 - Reports, Internal Bulletin, & Task Manager [register] (You must have viewed the applicable Administrative/Reporting series recorded video tutorials, Internal Bulletin recorded video tutorial, and Task Manager series recorded video tutorial prior to enrolling in this course.) |
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| Monday Wednesday Thursday |
2:00pm PDT 5:00am PDT 10:00am PDT |
3:00pm MDT 6:00am MDT 11:00am MDT |
4:00pm CDT 7:00am CDT 12:00pm CDT |
5:00pm EDT 8:00am EDT 1:00pm EDT |
| 913 - Patient Correspondence & Recall [register] (You must have viewed the Processing Documents series recorded video tutorials prior to enrolling in this course.) |
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| Monday Wednesday Friday |
4:00pm PDT 5:00pm PDT 10:30am PDT |
5:00pm MDT 6:00pm MDT 11:30am MDT |
6:00pm CDT 7:00pm CDT 12:30pm CDT |
7:00pm EDT 8:00pm EDT 1:30pm EDT |
| 914 - VSP Interface [register] (You must have viewed the VSP Interface series recorded video tutorials prior to enrolling in this course.) |
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| Monday Wednesday |
9:00am PDT 1:00pm PDT |
10:00am MDT 2:00pm MDT |
11:00am CDT 3:00pm CDT |
12:00pm EDT 4:00pm EDT |
| 915 - Phase Two Advanced Insurance Setup - Detailed Benefits/Maximum Allotments [register] (You must have viewed the Insurance Setup - Phase Two - Maximum Allotments recorded video tutorial and Insurance Setup - Phase Two - Detailed Benefits recorded video tutorial prior to enrolling in this course.) |
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| Monday Wednesday |
8:00am PDT 11:30am PDT |
9:00am MDT 12:30pm MDT |
10:00am CDT 1:30pm CDT |
11:00am EDT 2:30pm EDT |
| 916 - Phase Two Discounts & Discount Packages [register] (You must have viewed the Discount and Package Setup recorded video tutorial and Discounts and Line Additional Data recorded video tutorial prior to enrolling in this course.) |
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| Thursday Friday |
12:00pm PDT 6:30am PDT |
1:00pm MDT 7:30am MDT |
2:00pm CDT 8:30am CDT |
3:00pm EDT 9:30am EDT |
Q & A Fee Slips & Receipts [register] (This course is available to all clients at no charge. 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 this course, you will have the opportunity to submit three questions for discussion during the class.) |
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| Monday Thursday |
11:00am PDT 11:00am PDT |
12:00pm MDT 12:00pm MDT |
1:00pm CDT 1:00pm CDT |
2:00pm EDT 2:00pm EDT |
Q & A Third Party Processing [register] (This course is available to all clients at no charge. 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 this course, you will have the opportunity to submit three questions for discussion during the class.) |
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| Tuesday Thursday |
7:00am PDT 9:00am PDT |
8:00am MDT 10:00am MDT |
9:00am CDT 11:00am CDT |
10:00am EDT 12:00pm EDT |
Q & A VSP Interface [register] (This course is available to all clients at no charge. 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 this course, you will have the opportunity to submit three questions for discussion during the class.) |
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| Monday Friday |
2:00pm PDT 7:00am PDT |
3:00pm MDT 8:00am MDT |
4:00pm CDT 9:00am CDT |
5:00pm EDT 10:00am EDT |
Q & A Inventory [register] (This course is available to all clients at no charge. Please view the Optical series recorded video tutorials and attend the 910 course before participating in this Q & A course. When you register for this course, you will have the opportunity to submit three questions for discussion during the class.) |
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| Wednesday Friday |
10:30am PDT 1:00pm PDT |
11:30am MDT 2:00pm MDT |
12:30pm CDT 3:00pm CDT |
1:30pm EDT 4:00pm EDT |
Q & A Scheduler [register] (This course is available to all clients at no charge. 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 this course, you will have the opportunity to submit three questions for discussion during the class.) |
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| Monday Thursday |
12:00pm PDT 3:00pm PDT |
1:00pm MDT 4:00pm MDT |
2:00pm CDT 5:00pm CDT |
3:00pm EDT 6:00pm EDT |

