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OfficeMate & ExamWRITER Virtual Users' Group Meeting Course Descriptions, Handouts, Videos, & Chat Q&As
Thirty-seven individual classes and six vendor demonstrations were offered at this year’s Virtual Users’ Group Meeting. Click on the links below to download the handouts and chat Q&As for the courses and demonstrations and to view the video recordings. Additional chat Q&As will be posted as they become available. You must have Adobe Reader installed on your computer in order to download and view the handouts and chat Q&As. The video recordings will be available for viewing (not for downloading!) from August 16 - December 31, 2010.
-Click Here to Purchase Video Access to the Course and Demonstration Recordings-
To view the videos, follow the instructions below:
Note: You must have speakers and a high-speed Internet DSL, cable, or T1 connection in order to successfully view and hear the video recordings.
- Click on a link below.
The Input password WebEx Web page opens. - Type the password that you received in the e-mail sent to you from Eyefinity/OfficeMate and click OK.
The Setting Up the Network Player window opens and loads the video player, which may take anywhere from ten seconds to 30 seconds, depending on your Internet connection.The Network Recording Player window opens and plays the video.
Note: Depending on your Internet connection speed, the video may take a few moments to fully load, even though it may begin playing immediately. - Use the tools at the bottom of the player to stop, play, and pause the video and adjust the volume.
4PatientCare Vendor Demonstration
Wednesday, July 28, 1:00pm EST
Friday, July 30, 3:00pm EST
Presenter: Shelie Romo
Handout: There is no handout for this demonstration.
Video Recording: Click here.
Best Accounting Practices Using OfficeMate Custom Reports
Tuesday, July 27, 8:00pm EST
Wednesday, July 28, 3:00pm EST
Presenter: Stephen Rosenbaum
Course Description: BEST practices make perfect! There are over 100 reports in OfficeMate and a new Custom Reports feature. This course will give you a better understanding of their use in your practice. This course will cover the following areas: best accounting practices when using the reports, the new Custom Reports available in v9.0, and creating and saving your own reports.
This course will demonstrate lesser known reports that you can use for researching, purchasing, auditing, controlling inventory, marketing, communicating and planning, as well as calculating commissions.
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
Chair Cost and Managed Care
Tuesday, July 27, 6:00pm EST
Friday, July 30, 5:00pm EST
Presenter: Steve Sunder
Course Description: We all loved to play musical chairs as children, but in your practice this is no game. In this course, you will not actually enter the OfficeMate program, but you will learn about “Chair Cost Survival.” This course will ask the question, “How much does it cost each time a patients sits down in the exam chair?” You will learn the value of this question and how to monitor the information over time. This course will also demonstrate the variables to consider before you can calculate an accurate number for your practice.
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
Completing the Care Cycle
Tuesday, July 27, 4:00pm EST
Friday, July 30, 8:00pm EST
Presenter: Valerie Manso
Course Description:
We are all familiar with the cycles on our washing machines. “Regular” works for most loads. Then there is “heavy” for those loads that can take it. And then there is the “gentle” cycle for extra care loads. This course reviews the importance of completing the care cycle from eye health and the vision exam all the way through the dispensing of eyewear and contact lenses. In truth, transition of care, or the dreaded ‘optical handoff,’ is a requirement of successful practices. Yet all too often we use the “regular” or “heavy” cycle and things do not turn out as we would have liked them. ExamWRITER and OfficeMate can help us to use the “gentle” cycle more often and ultimately provide improved patient satisfaction. Don’t forget the fabric softener…
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
Consistent Care: Methods to Keep Patients Coming Back
Tuesday, July 28, 11:00am EST
Thursday, July 29, 6:00pm EST
Presenter: Marsha Vaughn
Course Description: Parents know that “consistency” is the key to success with children. It is no different in your practice! This course will give you the tools to use consistent marketing to reach out to patients. It will demonstrate how to create marketing groups and categories and assign them to patients and it will stress the importance of keeping patient demographic information up to date. You will learn how to use the Internal Marketing tab in the Reports, Statements & Graphs window to create marketing letters and newsletters to keep patients informed, create and export labels, and use various recalls to prompt patients to return. Lastly, this course will cover how to analyze your practice's marketing needs through OfficeMate’s reports using both graph and business analysis information. Now, can I have the keys to the car?
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
Contact Lenses May Be Disposable, But Your Income is Not
Tuesday, July 27, 7:00pm EST
Thursday, July 29, 8:00pm EST
Presenter: Rachel Rich
Course Description:
eBay, craigslist, Overstock.com. One click shopping convenience at home or at the office. Why not offer your patients the same convenience when it comes to ordering their contact lenses? In this course, you will learn how online contact lens ordering can benefit your practice. This course will demonstrate how to use an online tool that enables your patients to order contacts directly from YOU! You will learn to develop marketing strategies to drive patients to online ordering. This course will provide tips on training your staff in valuable marketing practices.
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
Creating Documents in OfficeMate
Tuesday, July 27, 3:00pm EST
Thursday, July 29, 1:00pm
EST
Presenter: Carrie Damschroder
Course Description: Get your creative juices flowing! In this course, you will learn how to create and process various documents in OfficeMate. You will learn how to merge patient demographic and exam data to create and print appointment reminders, birthday greetings, delinquent notices, exam forms, routing slips, marketing communications, recall notices, referral thank you notes, service agreement renewal notices, welcome greetings, and thank you notes. In addition, this course will briefly discuss writing strategies and skills that you can use to write successful practice communications.
Handout: Click here.
Video Recoding: Click here.
Chat Q&A: Click here.
Creating Templates in the OfficeMate Scheduler
Tuesday, July 27, 8:00am EST
Friday, July 30, 2:00pm EST
Presenter: Katie Veety
Course Description: Wouldn’t it be nice to be able to create templates to keep the rest of our lives this organized? Well at least OfficeMate has your Appointment Scheduler covered! This course will take you through the ins and outs of setting up templates in your Appointment Scheduler. You will learn how to create new templates and how to modify existing templates. This course will demonstrate where templates will appear on the Appointment Scheduler and how to alternate your office hours. Oh, and don’t forget to pick up the dry cleaning!
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
Creating "The Eye-Care Experience" Using OfficeMate
Wednesday, July 28, 6:00pm EST
Friday, July 30, 9:00am EST
Presenter: Phernell Walker
Course Description:
We have all heard of an “out of body experience,” but what exactly is “Eye-Care Experience?” This course will demonstrate how creating this experience for your patients is vital to a thriving practice and will show you that OfficeMate and ExamWRITER have the tools to make the “Eye-Care Experience” a reality. Open your mind and explore patient flow and communication in your practice. Feel the energy of using “one-click documents” to assist your patients and receive Rx statuses. Let go and learn how to use ExamWRITER to really “know” your patients. Now repeat after me…OMMMMM…
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
eConnect Powered by Websystem2 Vendor Demonstration
Tuesday, July 27, 11:00am EST
Wednesday, July 28, 3:00pm EST
Presenter: Dr. Michael Arnell
Handout: There is no handout for this demonstration.
Video Recording: Click here.
ECR Vault Vendor Demonstration
Monday, July 26, 1:00pm EST
Thursday, July 29, 11:00am EST
Presenter: Joe Harper
Handout: Click here.
Video Recording: Click here.
Embark on ExamWRITER: Building the Foundation
Tuesday, July 27, 10:00am EST
Thursday, July 29, 12:00pm EST
Presenter: Kathy Ewing
Course Description: We have all heard the saying “A house built on a foundation of sand, will not stand.” This is also true in ExamWRITER. This course will help to prepare the foundation that you will build upon to use electronic medical records successfully by discussing the “tools” available in ExamWRITER: Preferences, Template Maintenance, and the Menu Editor. Tool belt not required.
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
ePrescribing in Correlation to ARRA
Wednesday, July 28, 5:00pm EST
Friday, July 30, 8:00am EST
Presenter: Ryan Wineinger, O.D.
Course Description:
No ARRA is not that pop group that you loved from the 80s. ARRA stands for the American Recovery and Reinvestment Act and Dr. Wineinger is going to make sense of it for us all. Learn about ePrescribing and other requirements needed to qualify for stimulus money. You can sing along if you’d like…
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
ERA: It's a Whole New Ball Game
Wednesday, July 28, 4:00pm EST
Friday, July 30, 9:00am EST
Presenter: Rhonda Regguinti
Course Description: Don’t “strike out” when it comes to ERA (Electronic Remittance Advice.) In this course you will learn how to “get on base” by setting up your ERA correctly. “Steal second” every time you load the ERA in v9.0 and “hit a home run” when you learn how easy it is to post and adjust payments and review ERA information. Peanuts anyone?
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
ExamWRITER in Action: Let the Documentation Begin
Wednesday, July 28, 8:00am EST
Friday, July 30, 4:00pm EST
Presenter: Kathy Ewing
Course Description: What good is winning the race if you never cross the finish line? Slow and steady is the key. This course will cover everything to be documented in the exam record by the physician including information in the Vision, Examination, Special Testing, Surgery, Impression, Plan, Patient Management, ExamDRAW, Coding, Print, Finalization, and Search areas. Don’t be left behind!
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
ExamWRITER Pre-Test: Laying the Groundwork
Monday, July 26, 12:00pm EST
Thursday, July 29, 8:00am EST
Presenter: Kathy Ewing
Course Description: Bob Villa has nothing on OfficeMate! This course will help you to “lay the groundwork” you will need to use electronic medical records. Good Ole' Bob refers to it as “site preparation.” This course will “build on” areas such as “How to maneuver in the ExamWRITER Control Center.” It will demonstrate the documentation of Reason for Visit, Chief Complaint, History of Present Illness, Patient History, Review of Systems, and the Vision categories. This course will also demonstrate testing in the Examination category.
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
ExamWRITER Tips, Tricks, & Shortcuts
Monday, July 26, 8:00pm EST
Wednesday, July 28, 12:00pm EST
Presenter: Valerie Manso
Course Description:
Faster than a speeding bullet! Able to leap ExamWRITER in a single bound! It’s a bird! It’s a plane! It’s ExamWRITER Tips, Tricks, and Shortcuts! This course will show you how to process exams at the speed of a click, how to use “hot keys” that will get you where you need to go, and how to use notes that help gather information just the way that you like it. Fasten your seat belts! Maybe you shouldn’t have had that corn dog for lunch?
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
Eyefinity/OfficeMate: The Road Ahead
Monday, July 26, 11:00am EST
Presenter: Steve Baker
Course Description:
Join Eyefinity/OfficeMate’s President, Steve Baker, an enthusiastic cyclist, as he takes us on a tour of the road the company has traveled this past year and provides a mountain-top view of the future of Eyefinity/OfficeMate. Don’t forget your bottled water and bike helmet!
Handout: There is no handout for this course.
Video Recording: Click here.
Chat Q&A: Click here.
FRAMES Data Vendor Demonstration
Thursday, July 29, 3:00pm EST
Friday, July 30, 11:00am EST
Presenter: Tom Doyle
Handouts: Click here for FAQs. Click here for details. Click here for an offer.
Video Recording: Click here.
GatewayEDI Vendor Demonstration
Monday, July 26, 3:00pm EST
Wednesday, July 28, 11:00am EST
Presenter: Ally Segan
Handouts: Click here. Click here for online tools. Click here for a clearinghouse comparison.
Video Recording: Click here.
How to Set Up a Spectacular Detailed Benefit Plan
Monday, July 26, 4:00pm EST
Wednesday, July 28, 10:00am EST
Presenter: Diane Clark
Course Description: This course will take the “terror” out of setting up detailed benefit plans! You learn how to set up an insurance plan (like Spectera) using the detailed benefits pricing method. You will also learn how to use the pricing buckets effectively. This course will demonstrate how to copy the relevant parts of other plans into your new insurance plan so that your setup time is not so long and scary.
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
Inventory & Purchase Orders Power Hour
Monday, July 26, 1:00pm EST
Friday, July 30, 12:00pm EST
Presenter: Phernell Walker
Course Description:
Get ready to “feel the power” when you learn that purchase orders are a key tool to capitalize your return on investment (ROI) and achieve power profits! This course will “empower you” when demonstrating how to use purchase orders to budget and control frame inventory. It will “inspire” you to review key inventory benchmarks. You will “feel elated” when you learn how to create, maintain, and use purchase orders. You will “sing the praises” of the timing relationship between inventory and purchase orders. Can I get an Amen?
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
Key Performance Indicators Measure “Gains” & “Losses”
Tuesday, July 27, 1:00pm EST
Thursday, July 29, 7:00pm EST
Presenter: Steve Sunder
Course Content: Our industry seems to love abbreviations. NPI, PQRI, HIPAA, M-O-U-S-E :-). There is one set of letters that can help set your practice above the rest - KPI. In this course, you will not actually enter the OfficeMate program, but you will learn how Key Performance Indicators (KPIs), help a practice define and measure progress toward practice goals. This course will demonstrate how to develop and measure the critical practice criteria, AKA, “Key Performance Indicators.” You will learn how to measure the practice performance to the industry benchmarks and isolate areas of opportunities and define target performance levels to decide the best way to represent variance from that target. A-OK?
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
Making Great Hires in Eyecare
Monday, July 26, 6:00pm EST
Presenter: Suzanne Brehm
Course Description: We all know that the success of any office begins with its staff. So how do you find the talent needed to run your practice? Great Staff "R" Us? Not likely. In this course you will learn how to write an effective job description to attract the right candidates for the position. This course will also include interview dos and don’ts and information on how to make your final hiring decisions.
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
Making the Numbers Count
Tuesday, July 27, 12:00pm EST
Thursday, July 28, 10:00am EST
Presenter: Phernell Walker
Course Description:
Math phobics unite! Take the guess work out of managing your practice. This course will explore the numbers behind the reports generated in OfficeMate. It will review the best reports for managing your practice, show you how to analyze the data, and explain how to use reports to manage by the numbers. And, you won’t even have to count on your fingers!
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
Navigating the VSP Interface without a Map
Monday, July 26, 10:00am EST
Thursday, July 29, 3:00pm EST
Presenter: Michelle Bonacci
Course Description: VSP travelers, get ready for the destination of a lifetime! Did you know that in OfficeMate v9.0, you do not have to “map your lenses” for the VSP Interface - it has been done for you?! Well hold onto your hats as you take a journey into setting up the VSP Interface. This course will navigate areas such as downloading the VSP lists, mapping lenses, loading lenses, adding new products, and obtaining eligibility. This course will also make stops at exciting destinations such as Rx orders and fee slips and you will learn their roles in the VSP Interface. Don’t forget your sunscreen!
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
New Face of the Old Scheduler
Monday, July 26, 9:00am EST
Thursday, July 29, 4:00pm EST
Presenter: Christine Featsent
Course Description: Joan Rivers has nothing on OfficeMate! OfficeMate v9.0 has a new Appointment Scheduler, complete with templates and color-coded appointments. This course you will teach you how to set up your new Appointment Scheduler for ease of use, best practices for scheduling your day, and the advantages that you will gain by using the Appointment Scheduler reports. OfficeMate v8.0 users will not want to miss seeing the “New Face of the old Appointment Scheduler." “Can we talk?”
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
Now What Do I Do? How to Fix Financial Fiascos
Wednesday, July 28, 2:00pm EST
Friday, July 30, 1:00pm EST
Presenter: Rhonda Regguinti
Course Description: We tried to get Bernie Madoff to present this course, but he is tied up for the next 50 years or so! There are no worries because this course will show you how to correct the financial “boo boos” that we all make from time to time. This course will include demonstrations in the following areas: receiving and posting adjustments, returning products and refunding money, using fee slips, editing and voiding fee slips, and deleting fee slips on hold without “doing time.”
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
OfficeMate iBackup Powered by DataHEALTH Vendor Demonstration
Tuesday, July 27, 3:00pm EST
Thursday, July 29, 1:00pm EST
Presenter: Carol Sites
Handout: Click here.
Video Recording: Click here.
OfficeMate Tips, Tricks, & Shortcuts
Monday, July 26, 2:00pm EST
Friday, July 30, 7:00pm EST
Presenter: Robin Berger
Course Description: Abra cadabra! There is nothing up our sleeves! This course will amaze and astound you with its tips and tricks to help you to navigate more efficiently in OfficeMate. This course will cover areas such as uploading patient photos, using the new Internal Bulletin, and maintaining correspondences. Troubles will “vanish” as you learn to track second pair eyewear, set up recalls for pre-appointed patients, and understand the “magic” of the function keys.
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
Paperless Vs. Paper-less
Monday, July 26, 5:00pm EST
Thursday, July 29, 11:00am EST
Presenter: Valerie Manso
Course Description:
Did you ever hear the saying “less is more?” Our parents drummed this bit of wisdom into our brains for years. This saying seems to be even more true today when it comes to paper in your office environment, but what drives us to remove paper from our processes? The desire to save trees? The need to be compliant with government regulations? The desire to do a better job for ourselves and our patients? Did you answer "yes" to all of the above? If so, then you’re in the right place! If you are saying “hold on – I can’t get rid of all of the paper," that’s okay; the real world for many practice management/EMR users includes some paper. This course will look at what makes good sense and help you walk your own path to a “paper-less” practice. Your parents would be so proud…
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
PQRI Automation with ExamWRITER
Monday, July 26, 7:00pm EST
Wednesday, July 28, 7:00pm EST
Presenter: Kim Castleberry, O.D.
Course Description:
Better than finding a secret decoder ring in a Cracker Jack box, this course will help you to decipher the ins and outs of PQRI coding. You will learn how to code PQRI exams. This course will solve the mysterious questions, “Why PQRI code?” and “How much will I get for PQRI coding?” No snacking before dinner!
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
Price Point Promotions
Monday, July 26, 4:00pm EST
Wednesday, July 28, 8:00pm EST
Presenter: Kirk Poole
Course Description: Price point promotions. Try saying that three times fast! Difficult isn’t it? Well, this course will simply answer the question, “What are price point promotions and how do they bring value to my practice?” This course will teach you how to incorporate them, maximize them, and determine your success. Now say, “Sally Sells Sea Shells by the Sea Shore.”
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
Protecting Your Most Valuable Asset - Your Data
Monday, July 26, 5:00pm EST
Tuesday, July 27, 1:00pm EST
Presenter: Rob Ross
Course Description:
Unfortunately in today’s world, we all need to know how to protect our assets. Sad, but true. In this course, you will learn how to identify and protect one of your most valuable assets - your data. You will learn the common ways that your data can be compromised and how to avoid them. You will discover the cost of losing data that you can’t recover, along with how to keep your data secure.
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
Receipts, Adjustments, and Ledgers, Oh My! (Version 8.0)
Thursday, July 29, 2:00pm EST
Friday, July 30, 3:00pm EST
Presenter: Rhonda Regguinti
Course Description: Don’t be alarmed! You will not encounter any lions, or tigers, or bears here. This course is all about troubleshooting patient and insurance receipts in OfficeMate. You will learn how to post VSP EOBs, post and reverse insurance chargebacks, post overpayments, record refunds, and correct negative ledger balances without getting lost in the woods. What are you waiting for, silly wabbit?
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
Technology Integration with OfficeMate and ExamWRITER
Thursday, July 28, 2:00pm EST
Friday, July 30, 10:00am EST
Presenter: Lorie Lippiat, O.D.
Course Description: I have an account on Facebook. I can view my Facebook account on my computer or on my phone. From Facebook, my phone, or my computer, I can access Twitter and tweet to my heart's content. The more my life is integrated, the easier my life becomes. Thanks to the world of technology integration, the equipment in your practice can all work together to make your life easier as well and isn’t that what we all want? This course will cover technology integrations that are currently available, direct vs. indirect equipment interfaces, how to get started building your technology integrated practice, the advantages associated with integrated technology, and possible ROI (return on investments) associated with integrated technology. “Tweet” me, okay?
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
Third Party Processing in Version 8.0
Monday, July 26, 1:00pm EST
Tuesday, July 27, 4:00pm EST
Presenter: Michelle Bonacci
Course Description:
Everyone loves a party, and Third Party Processing is no exception! It is time to celebrate as you learn the proper setup to ensure that all information in OfficeMate defaults correctly to the CMS 1500 form. This course will leave you dancing in the aisles when you review areas such as Business Names, Patient Demographics, and Fee Slips. Macarena anyone?
Handout: There is no handout for this course.
Video Recording: Click here.
Chat Q&A: Click here.
Third Party Processing in Version 9.0
Wednesday, July 28, 7:00am EST
Friday, July 30, 11:00am
EST
Presenter: Michelle Bonacci
Course Description: Don’t get lost in the third party process! Setting up your third party in OfficeMate 9.0 is crucial to getting paid. In this course, you will learn the proper setup to ensure that all information defaults correctly to the CMS 1500 form. This course will review areas such as Location Maintenance, Business Names, Resource Setup, Insurance Setup, Patient Demographics, and Fee Slips.
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
Using the General Ledger
Tuesday, July 27, 5:00pm EST
Wednesday, July 28, 1:00pm EST
Presenter: Stephen Rosenbaum
Course Description: Let’s face it, accounting can be boring, but this course will keep you WIDE AWAKE and glued to your seats as it demonstrates how to set up the new OfficeMate General Ledger interface and how to create the journal entries needed to import data into your accounting system. No Red Bull needed.
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
Using OfficeMate to Manage Your Financial Performance
Monday, July 26, 3:00pm EST
Wednesday, July 28, 11:00am EST
Presenter: Steve Sunder
Course Description: Body builders know what tools they need to use to increase their performance, but do you know the tools that are available in OfficeMate to increase your financial performance? This course will “train you” to comprehend the financial and productivity reports to determine the operating performance of your practice and staff. This course will “pump you up” in areas such as ascertaining critical cash flow deficiencies using the accounts receivable reports, learning how to measure practice performance to the industry benchmarks, and isolating areas of opportunities. You will also learn to “develop” and implement practice revenue drivers in preparation of budget development. Water and a towel are suggested.
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
What's New in ExamWRITER 9.0
Tuesday, July 27, 9:00am EST
Thursday, July 29, 5:00pm EST
Presenter: Ryan Wineinger, O.D.
Course Description:
Not since Tom Jones shook those golden hips has there been so much excitement! v9.0 has too many new features to list, so I will give you just a “Tom Jones tease” as to what you will learn in this course. Dr. Wineinger will entertain you with automated PQRI, the ability to link Dx codes to procedure codes, the ability to protect your patients' privacy using the Safeguard Rule – Red Flags Rule, the new Task Manager, and so much more. So what’s new pussycat? Sign up and find out. Whoa whoa whoa whoa whoa…:-)
Handout: Click here.
Video Recording: Click here.
Q&A Chat: Click here.
What's Up with Inventory?
Monday, July 26, 8:00am EST
Friday, July 30, 3:00pm EST
Presenter: Mary Kay Melvin
Course Description: Keeping track of inventory can be a monumental task. Lace up your hiking boots and climb up “Mount Inventory” to learn the ins and outs of inventory setup and maintenance. This course will traverse how day-to-day sales affect inventory and will also demonstrate helpful inventory reports. No bumps, bruises, or scratches - guaranteed!
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
Wrap it Up with Discounts & Packages
Tuesday, July 27, 2:00pm EST
Thursday, July 29, 9:00am EST
Presenter: Katie Veety
Course Description:
This course will tie up the loose ends of setting up packages for select products. You will be “surprised” you when you learn how OfficeMate can now accommodate package pricing. Patients will flock to your “Back to School Special” and “Summer Frame” sales. Every day can be a party with discounts and packages, and it’s not even your birthday!
Handout: Click here.
Video Recording: Click here.
Chat Q&A: Click here.
