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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, ExamWRITER, and OfficeMate Enterprise. 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 through April 11, 2010. The curriculum for OfficeMate 8.0 courses offered beginning on April 12, 2010, is posted here. The curriculum for OfficeMate 9.0 courses offered beginning on April 12, 2010, is posted here.
New Client Set Up - 1 Business NamesPrior to registering and participating in this course, please view the recorded tutorial video on setting up Business Names. When you register for this course, you will be able to submit up to three questions for us to discuss in the course. This course will allow you to ask questions about recording information on the Business Names window in OfficeMate. This course covers information in the “Getting Started” chapter in the OfficeMate User's Guide.
Assessment
Prior to registering and participating in this course, please view the recorded tutorial video on customizing OfficeMate. When you register for this course, you will be able to submit up to three questions for us to discuss in the course. This course will allow you to ask questions about customizing OfficeMate. This course covers information in the “Getting Started” chapter in the OfficeMate User's Guide.
Assessment
Prior to registering and participating in this course, please view the recorded tutorial video on customizing OfficeMate. When you register for this course, you will be able to submit up to three questions for us to discuss in the course. This course will allow you to ask questions about setting up preferences. This course covers information in the “Getting Started” chapter in the OfficeMate User's Guide.
Assessment
Prior to registering and participating in this course, please view the recorded tutorial video on setting up products and services in OfficeMate. When you register for this course, you will be able to submit up to three questions for us to discuss in the course. This course will allow you to ask questions about setting up products and services. This course covers information in the “Getting Started” and “Maintaining Product & Service Information” chapter in the OfficeMate User's Guide.
Assessment
Prior to registering and participating in this course, please view the recorded tutorial video on setting up the Appointment Scheduler in OfficeMate. When you register for this course, you will be able to submit up to three questions for us to discuss in the course. This course will allow you to ask questions about setting up the Appointment Scheduler. This course covers information in the “Scheduling, Moving, & Cancelling Appointments” chapter in the OfficeMate User's Guide.
Assessment
This course will teach you how to create and update a patient's demographic record; schedule, reschedule, and cancel appointments; and use the Patient Quick List. This course is approximately 1 hour in duration and covers the “Creating, Modifying, & Deleting Patient Records,” “Scheduling, Moving, & Cancelling Appointments,” and “Using To Do & Quick Lists” chapters in the OfficeMate User's Guide.
Post Training Task List
Assessment
This course will teach you how to create a fee slip for a patient and understand the relationship between products and fee slips. You will learn how to create fee slips, bill insurance, change and void fee slips, create charges from Rx orders, and post receipts. This course covers the “Creating & Recording Fee Slips” chapter in the OfficeMate User's Guide.
Assessment
This course will teach you how to create Rx lab orders with and without ExamWRITER, update lab orders, create open charges to post on fee slips, and correctly select information and add-ons for frames and lenses. This course is approximately 1 hour in duration and covers the “Ordering & Tracking Prescriptions” chapter in the OfficeMate User's Guide.
Assessment
This course will optimize your use of the OfficeMate inventory tracking system and guide you through the steps necessary to process a physical inventory count. OfficeMate's perpetual inventory system tracks all of the items that you have in stock and updates your inventory when a product is purchased, sold, or returned. Training will also be provided for using purchase orders to utilize OfficeMate reports effectively. This course is approximately 1 hour in duration and covers the “Maintaining Inventory” chapter in the OfficeMate User's Guide.
Post Training Task List
Assessment
This course will teach you how to process bills electronically through the third party processing module in OfficeMate. You will learn about the benefits of using the third party processing module to automatically check your insurance claims for errors, complete required fields on the CMS 1500 form, correct errors, and process your claims electronically. This course is approximately 1 hour in duration and covers the “Processing Insurance Claims” chapter in the OfficeMate User's Guide.
Post Training Task List
Assessment
This course will teach you how to print CMS 1500 forms in the third party processing module of OfficeMate. You will learn about the features of processing paper insurance claims, how to create a print image file for filing through VisionWeb, and the benefits of using the third party processing module to manage all of your insurance claims. This course is approximately 1 hour in duration and covers the “Processing Insurance Claims” chapter in the OfficeMate User's Guide.
Assessment
This course will instruct you on how to post patient and insurance payments, record adjustments, return and refund items, record adjustments from the Patient Ledger, and use the Receipt History window. This course is approximately 1 hour in duration and covers the “Recording Receipts & Adjustments” and “Using the Patient Ledger” chapters in the OfficeMate User's Guide.
Assessment
This course will teach you how to add and remove available reports in OfficeMate. We will also discuss the types of reports that are available. This course is approximately 1 hour in duration and covers the “Creating & Printing Reports, Statements, & Graphs” and “Printing Correspondences” chapters in the OfficeMate User's Guide.
Assessment
This course will teach you how to properly set up the OfficeMate VSP interface. You will learn how to map products and obtain VSP member eligibility and authorization information. In addition, you will also learn how to create and record VSP lab orders, create and record fee slips, and submit insurance claims to Eyefinity through the VSP Third Party Processing window. This course is approximately 1 hour in duration and covers content in the OfficeMate VSP Interface Handbook.
Post Training Task List
Assessment
This course is available to all OfficeMate and OfficeMate Enterprise clients at no charge. If you recently purchased and implemented OfficeMate or OfficeMate Enterprise, please view the OfficeMate or OfficeMate Enterprise recorded video tutorials and attend the other instructor-led 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 and OfficeMate Enterprise clients at no charge. If you recently purchased and implemented OfficeMate or OfficeMate Enterprise, please view the OfficeMate or OfficeMate Enterprise recorded video tutorials and attend the other instructor-led 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 and OfficeMate Enterprise clients at no charge. If you recently purchased and implemented OfficeMate or OfficeMate Enterprise, please view the OfficeMate or OfficeMate Enterprise recorded video tutorials and attend the other instructor-led 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 and OfficeMate Enterprise clients at no charge. If you recently purchased and implemented OfficeMate or OfficeMate Enterprise, please view the OfficeMate or OfficeMate Enterprise recorded video tutorials and attend the other instructor-led 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 or OfficeMate Enterprise, please view the OfficeMate or OfficeMate Enterprise recorded video tutorials and attend the other instructor-led 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 and OfficeMate Enterprise clients at no charge. If you recently purchased and implemented OfficeMate or OfficeMate Enterprise, please view the OfficeMate or OfficeMate Enterprise recorded video tutorials and attend the other instructor-led 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 and OfficeMate Enterprise clients at no charge. If you recently purchased and implemented OfficeMate or OfficeMate Enterprise, please view the OfficeMate or OfficeMate Enterprise recorded video tutorials and attend the other instructor-led 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.
