OfficeMate Knowledge Base : Enterprise

Using the Change Provider Utility

Customer Care — Mon, 03 Dec 2012 05:04:00 GMT

Abstract: You can use the Change Provider Utility to transfer patients and all of their transactions from one provider to another provider. To use this utility, follow the instructions below:

Close OfficeMate and all other applications on all computers. Note that because you must close all OfficeMate programs before running this utility, we recommend running the utility during nonbusiness hours.
Back up your data!
If you do not have an OMATE32/Utilities folder (for OfficeMate) or OfficeMate/Utilities folder (for OfficeMate Enterprise) folder on your computer, read the related article below for instructions on how to download the utilities.
Navigate to your OMATE32/Utilities folder (for OfficeMate) or OfficeMate/Utilities folder (for OfficeMate Enterprise).
Double-click Provider.exe (for OfficeMate) or OME_Providers.exe (for OfficeMate Enterprise).
Select the provider from which you want transfer patients.
Select the provider to which you want to transfer patients.
Click Continue.
Verify that the providers that you selected are correct. If they are not correct, click Back and repeat steps 6-8.
Chose the appropriate radio button to transfer or delete patient appointments with the old provider.
If you want to assign patients with no provider to the "TO" provider, select the first check box.
If you want to delete the old provider from the OfficeMate or OfficeMate Enterprise program, select the second check box.
Click Update to update your providers in OfficeMate or OfficeMate Enterprise.
Verify that all of the options you selected are correct and click Yes.
Click OK after the update is complete.
The provider from whom you transfer

Using the Do Not Print Utility

Customer Care — Fri, 30 Nov 2012 08:59:00 GMT

Abstract: You can use the Do Not Print Utility to remove the "Do not print on patient statement" flag on fee slips to allow statements and aging reports to print correctly. To use this utility, follow the instructions below:

Close OfficeMate and all other applications on all computers. Note that because you must close all OfficeMate programs before running this utility, we recommend running the utility during nonbusiness hours.
Back up your data!
If you do not have an OMATE32/Utilities folder (for OfficeMate) or OfficeMate/Utilities folder (for OfficeMate Enterprise) folder on your computer, read the related article below for instructions on on how to download the utilities.
Navigate to your OMATE32/Utilities folder (for OfficeMate) or OfficeMate/Utilities folder (for OfficeMate Enterprise).
Double-click Donotprt3.exe.
Select the Search Fee Slip Items radio button.
Click Search Data.
Complete one of the following actions:
--Note the fee slip number and then edit the fee slip or adjustment in OfficeMate or OfficeMate Enterprise.
--Click Remove Checked Items to delete the checkmarks from currently checked boxes.
Select the Search Fee Slip Transactions radio button.
Click Search Data.
Complete one of the following actions:
--Note the fee slip number and then edit the fee slip or adjustment in OfficeMate or OfficeMate Enterprise.
--Click Remove Checked Items to delete the checkmarks from currently checked boxes.
Click the red X in the top right corner of the window to exit the utility.

After you have finished removing the "Do not print on patien

OfficeMate Support for Windows Vista

Customer Care — Fri, 26 Oct 2012 07:33:00 GMT

Abstract:

Eyefinity no longer supports OfficeMate/ExamWRITER on Windows Vista. You should upgrade any computers in your practice running Windows Vista to Windows 7, which is a much more stable environment for your mission-critical software.

Re-Doing Lab Orders

Customer Care — Fri, 29 Jun 2012 04:12:00 GMT

Abstract:

Follow the instructions below to redo an eyewear order that you have already created and send it back to the lab.

Open the Eyewear Order window.

Enter search information in the Last and First name text boxes and click F2 Find to find the patient for which you want to redo an eyewear order.

Select the order that needs to be re-done from the list.
Note: Only orders marked as Received can be re-done.

Click Redo.

Select a reason for the redo from the drop-down menu.
Note: To add or modify redo reasons, open OfficeMate Administration. Click Setup and select Customization. Click the List Box Selections tab. Select ReDo Reason from the Entry Field Name list.
Note: Click the arrow buttons under Order/Of to view other eyewear orders for the patient, if available.

Record new eyewear order information.

To view a list of lab orders that you re-did, print the Re-Do Lab Orders report from the Reports, Statements & Graphs window.

Note: When you redo an eyewear order in OfficeMate, open charges are created again; however, because you have already billed the patient for the original charges, you must simply close out the open charges (do not post the open charges to the fee slip). When you close out the charges, no production is reported and no commission is generated because no new fee slip is created for the charges. When you redo an eyewear order in OfficeMate Enterprise, no open charges are created and no production is reported and no commission is generated.

Dymo LabelWriter 450 and 450 Turbo

Customer Care — Thu, 14 Jun 2012 00:52:00 GMT

Abstract:

OfficeMate 10.0 and later interfaces directly with Dymo software version 8. If you ae using OfficeMate 9.5 or lower or OfficeMate Enterprise 1.0 or 2.0, follow the instructions below.

Before using the Dymo LabelWriter 450 or 450 Turbo printer with OfficeMate or OfficeMate Enterprise, you must install updated printer drivers from Dymo. Follow the instructions below to properly connect the printer, install the software, and install the updated printer drivers.

Connect the Dymo LabelWriter 450 to your computer via a USB port.
The information below is applicable to OfficeMate Enterprise, ExamWRITER version 8.0 and above, and OfficeMate version 9.0 and above. The information in this article applies to you if you are using one of these versions and you purchased the HL7 interface to integrate with your existing COS or AcuityLogic practice management systems.

The HL7 interface receives patient demographic data from an external system and returns charge information on fee slips back to that system. This exchange of data can be via a shared folder structure and passing text files or via a TCP/IP socket.

The demographic

Error 75

Customer Care — Mon, 05 Mar 2012 06:01:00 GMT
Abstract:
Error 75 indicates that the OfficeMate or OfficeMate Enterprise software cannot read the data because of a Windows permission setting. Perform the following steps to correct the permissions issue:
Set the Sharing permissions for Server:\OfficeMate\DATA (OfficeMate Enterprise users) or Server:\OMATE32\DATA (OfficeMate users) to Full Control for everyone.
Set the NTFS Security permissions for Server:\OfficeMate (OfficeMate Enterprise users) or Server:\OMATE32\DATA (OfficeMate users) so that users can Read & Execute, List Folder Contents, Read, Modify, and Write.
Set the NTFS Security permissions for Server:\Program Files\3D-Eye (if applicable) so that users can Read & Execute, List Folder Contents, Read, and Write.
Set the Security permissions for C:\Windows\Omate32.ini file so that users can List & Execute, Write, and Read.
Set the Security permissions for C:\Windows so that users can Read & Execute, List Folder Contents, Read, Modify, and Write.
Print this knowledge base article for OfficeMate specific details and then, for more information on sharing folders and setting security permissions, go to our "Sharing Folders" document online at http://www.officemate.net/pdfs/Sharing%20Folders.pdf.

Using the i.Terminal Interface with OfficeMate & OfficeMate Enterprise

Customer Care — Wed, 22 Feb 2012 05:54:00 GMT
Abstract: If you are using OfficeMate 8.0.21 or above or OfficeMate Enterprise 2.0 or above and you are using the Zeiss i.Terminal software, read the PDF at http://www.officemate.net/pdfs/iTerminal.pdf for instructions on interfacing the i.Terminal software with OfficeMate or OfficeMate Enterprise.

OfficeMate Lab Interface - Cannot Start! Another instance of this interface appears to be currently running.

Customer Care — Wed, 15 Feb 2012 07:58:00 GMT
Abstract:
If you receive the following message while attempting to open the OfficeMate lab interface, complete the instructions below: “Cannot Start! Another instance of this interface appears to be currently running”

1. Ensure that the lab interface is not actually running by opening Windows Task Manager and verifying that the OMLabIFSysTray.exe process is not running. If it is running, you can still stop it and restart it for the current user.
Download and install the most recent PCL5e printer driver for the printer that you are using from the manufacturer’s Web site.
Ensure that you have installed all of the latest Microsoft Windows service packs and patches, especially those related to the .NET Framework.
If you are using OfficeMate v8 or below, navigate to your OfficeMate or OMATE32 and double-click ~OMRegAll.bat. If you are using OfficeMate v9 or above, navigate to your OfficeMate or OMATE32 and double-click ~RegAllOME_DLLs.bat and ~RegAllOME.NetDLLs.bat.
Ensure that your Microsoft Windows user permissions are correctly set up (see the related article below for information on setting up user permissions)
Re-install OfficeMate/ExamWRITER, including the most recent service pack/patch, if the error continues to occur.

Preparing for OfficeMate/ExamWRITER v10

Customer Care — Tue, 17 Jan 2012 09:24:00 GMT
Abstract:
In order to complete a successful upgrade to OfficeMate/ExamWRITER v10, you must complete the following tasks before and after your upgrade.

Before You Upgrade to OfficeMate OfficeMate/ExamWRITER 10:

Hardware & Systems

VSP Patient Out-of-Pocket Calculator will Stop Working on 1/1/2012 (OfficeMate Enterprise 2.0 Users ONLY!)

Customer Care — Mon, 21 Nov 2011 09:46:00 GMT
Abstract:
OfficeMate Enterprise 2.0 Users ONLY:
If you are using the VSP Patient Out-of-Pocket Calculator (Price Order button in the Rx Order and Fee Slip windows) in OfficeMate Enterprise 2.0, be aware that as of January 1, 2012, it will no longer work due to VSP upgrades to the Calculator. Note that all other features in your software will continue to work and you will still be able to submit insurance claims. To continue using the Calculator, upgrade to OfficeMate v10.5 or above.

Using the Lab Product Mapping Utility

Customer Care — Thu, 17 Nov 2011 03:15:00 GMT
Abstract:
The Lab Product Mapping application is a program that works with the Lab Interface application. See the "Using the Lab Product Mapping Application" section of the attached document for more information on using the application with the Lab Interface.

Using Your DYMO LabelWriter Printer with Terminal Services

Customer Care — Tue, 01 Nov 2011 09:33:00 GMT
Abstract:
The attached document describes how to attach your DYMO LabelWriter 400, 450, or 450 Turbo printer to your local computer while accessing OfficeMate or OfficeMate Enterprise from a remote host.
Before you set up the DYMO LabelWriter printer with Terminal Services, be aware of the following information:
Microsoft Remote Desktop Connection 6 or later must be installed on the local computer in order to use Terminal Services. Information about Microsoft Remote Desktop Connection can be found on Microsoft's Web site at http://support.microsoft.com/kb/925876/en-us.
DYMO does not directly support Windows Terminal Services. More information can be found on DYMO's Web site at http://sites.dymo.com/Search/Pages/SupportSearchResults.aspx?k=Terminal server.
You cannot use a DYMO printer in all Terminal Services or cloud computing environments. A DYMO printer cannot print a job sent from an outside network. For example, a DYMO printer will not print jobs sent from the World Wide Web. However, if set up correctly, a DYMO printer can prints jobs that are sent from a VPN or a local network.

Mapping Your Current Ophthalmic Lenses in OME 2.0 After Upgrading From 1.0

Customer Care — Fri, 28 Oct 2011 08:38:00 GMT
Abstract:
If you were using OfficeMate Enterprise 1.0 and you received the ophthalmic lens list to submit VSP lab orders electronically and you upgraded to OfficeMate Enterprise 2.0, complete the instructions below to ensure that you do not receive an error message after your upgrade. Although your active ophthalmic lenses in OfficeMate Enterprise 2.0 will appear to be mapped to the VSP PMI codes when you view them in the OME Lens Product Loader, they are not fully mapped; therefore, you will receive the following error message: "The [product name] is not set up properly. Make sure a base attribute is selected on the Product Details tab on the Products and Services screen. Remove this item and reselect it after the product is setup correctly."
To eliminate the error message described above, complete the instructions below in OfficeMate Enterprise 2.0:
Locate the price list for the products for which you have on hand.
Open Home Office.
Click Setup.
Select Third Party Setup.
Click the Attributes tab.
Scroll down to the Ophthalmic Lenses Product Type.
Type default prices for the Attribute Categories using your price list.
Note: The default prices will be attached to each ophthalmic lens product. You can also assign prices to products in the Products window.
Click Save.
Click Exit.
Click Tasks on the main Home Office window.
Select Lens Product Loader.
Click Update to obtain the latest ophthalmic lens list.
Select Ophthalmic Lenses from the Product Type drop-down menu.
Click Find.
The highlighted green products are lenses that you have imported into your product database.
Select t

Fee on Line Item is Equal to Zero on Fee Slip

Customer Care — Fri, 21 Oct 2011 07:07:00 GMT
Abstract:
If you receive an error in the OfficeMate or OfficeMate Enterprise Third Party Processing window that states that a "Fee on Line Item is Equal to Zero on Fee Slip," ensure that all service line items with a zero fee are assigned a PQRS or Level II CPT code. For more information on setting up and assigning these codes, go to http://www.officemate.net/omkb/article.aspx?id=13513 and http://www.officemate.net/omkb/Article.aspx?id=12657. After you've ensured that the line items with zero fees are assigned proper diagnosis codes and Level II procedure codes on fee slips, refresh the insurance claim and submit it. If you are an OfficeMate Enterprise user, you must click Update Claim & Notes in the Fee Slip window and then refresh the insurance claim and submit it.
After you refresh the claim, you should not receive this error message again, unless you are using the OfficeMate VSP Interface and trying to submit a Level II procedure code, in which case you will receive the error and you will be unable to submit the insurance claim to VSP. Currently the ability to submit $0 fees on insurance claims is only available with Medicare, and not VSP. Go to https://www.cms.gov/PQRS/ for more information on PQRS program guidelines.

Error 217887 in the Third Party Processing window

Customer Care — Fri, 21 Oct 2011 07:06:00 GMT
Abstract:
You may receive Error 217887 in the Third Party Processing window while selecting or refreshing claims due to any of the following reasons:
A special character (e.g., parenthesis, apostrophes, dashes) has been entered on the Patient Demographic window.
The patient's first and middle name were entered in the First Name field on the Patient Demographic window (for example, Jane Marie).
The PQRS codes are not set up properly.
To diagnose and resolve the issue, perform the following steps:
Try to determine which claim is causing the error.
Remove all special characters from the Patient Demographic window.
Remove any middle names that appear in the First Name field on the Patient Demographic window.
Verify that the PQRS codes are set up properly and are not being sent with a fee of $0.01. Refer to the related article, below, for information on setting up PQRS codes in Home Office.
Upgrade to the latest version of OfficeMate on MyInstallCenter.

Automatically Calculating Product/Service Sales Tax

Customer Care — Thu, 14 Jul 2011 04:43:00 GMT
Abstract:
OfficeMate v8 and Below and OfficeMate Enterprise v1
In OfficeMate v8 and below and OfficeMate Enterprise v1, you can automatically calculate the sales tax for specific product and services that you bill to clients by following the instructions below:
Click the Products icon in OfficeMate and select Products and Services.
Find and select a product or service for which you want to the sales tax to automatically calculate.
Select tax types from the Tax Type1 and Tax Type2 drop-down menus.
Note: To add a new tax type and

Can the posting date be changed in OfficeMate Enterprise v1 and v2 and OfficeMate v9 and v10?

Customer Care — Mon, 23 May 2011 07:32:00 GMT
Abstract: You cannot change the posting date in OfficeMate Enterprise v1 and v2 and OfficeMate v9 and v10. However, in OfficeMate v10.5, you can set up a preference to allow the posting date to be changed in Administration and in locations. To change this preference, click Setup in Administration, select Preferences, and click the Finance tab.

The End of Day process was run accidentally before business was concluded; can I undo this?

Customer Care — Mon, 23 May 2011 07:28:00 GMT
Abstract:
No. Once the End of Day process is run, it cannot be undone, and, if you are using OfficeMate Enterprise or OfficeMate v9 or v10, any new fee slips recorded after the End of Day process will need to be recorded under tomorrow's posting date.
If you are using OfficeMate v9 or above, you can set up a preference to allow fee slips to be changed after the end of day process. If you are using OfficeMate v10.5 or above, you can set up a preference to allow the posting date to be changed so that you can record new fee slips after the End of Day process.

Installing the New Appointment Scheduler v1.3.4.229

Customer Care — Wed, 11 May 2011 04:17:00 GMT
Abstract:
If you are using OfficeMate Enterprise 2.0.x or OfficeMate 9.0.x, follow the instructions below to install the latest version of the new OfficeMate Appointment Scheduler (v1.3.4.229) in your live environment. You must install the new OfficeMate Appointment Scheduler on each computer running OfficeMate.

Installing the Latest Appointment Scheduler (v1.3.4.229)
1. Ensure that you are using OfficeMate Enterprise 2.0.x or OfficeMate 9.0.x.
2.
In the Open field, type REGSVR32 C:\OfficeMate\ome_bax.dll and press Enter.^†
Click Start and select Run.
In the Open field, type REGSVR32 C:\OfficeMate\ome_Aging2.dll and press Enter.^†
Click Start and select Run.
In the Open field, type REGSVR32 C:\OfficeMate\ome_Commission2.dll and press Enter.^†
The DLL files required to run the Business Analysis Custom Reports are now registered, and Error 512 is resolved.

OfficeMate is sending appointment confirmation e-mails from a generic office

Customer Care — Fri, 14 Jan 2011 01:18:00 GMT
Abstract:
If your patients are asking about mysterious e-mail messages confirming their appointment, but the e-mail appears to originate from a generic eyecare practice, perform the steps below to download and run a utility that will prevent OfficeMate from initiating these emails.
Note: This issue only affects OfficeMate versions 9.0 and 9.5.
Step 1: Download Send Email Fix Utility
1. Close OfficeMate and ExamWRITER on all computers.
2.

2011 VSP Lens Options Changes

Customer Care — Fri, 07 Jan 2011 05:44:00 GMT
Abstract:
Recently, VSP announced that effective January 1, 2011, several changes to their progressive lens payments that will provide varying levels of reimbursement to providers for dispensing progressive lenses.

What the Changes Mean to VSP Providers
These changes include:
New payment methodology.If you are using OfficeMate Enterprise 2.0.x or OfficeMate 9.0.x, follow the instructions below to install the latest version of the new OfficeMate Appointment Scheduler (v1.3.3) in your live environment. You must install the new OfficeMate Appointment Scheduler on each computer running OfficeMate.

Installing the Latest Appointment Scheduler (v1.3.3)
1. Ensure that you are using OfficeMate Enterprise 2.0.x or OfficeMate 9.0.x.
If you licensed OfficeMate Enterprise or OfficeMate 9.0 or above after September 15, 2006, and you are missing sample correspondences (correspondences open blank with no pre-written text) and would like a set of the sample OfficeMate pre-written letters/text templates, follow the instructions below to download the missing sample correspondences and store them in your OfficeMate DATA folder.
Click http://oss.ome.s3.amazonaws.com/OMEStyleSheet.exe.
Click Run on the Download File - Security Warning window.
Click Run if the Internet Explorer - Security Warning window opens.
Follow the steps below to upgrade from OfficeMate Enterprise 1.0.x to 2.0.43 SP2:

1. Choose Your Conversion Computer
The conversion computer is the computer that will run the conversion process. The time that it takes to complete your conversion is directly related to the speed of your conversion computer; therefore, choose the fastest computer in your environme

Error 62

Customer Care — Tue, 19 Oct 2010 10:14:00 GMT
Abstract: If you receive an error 62 message while opening OfficeMate 9.0 or above or OfficeMate Enterprise that states, "Input past end of file," ensure that you have activated the OfficeMate Suite and then set up your users so that they have both read and write permissions to the C:\Windows\Omate32.ini file. For more information on setting up permissions, see the related article linked below.

Errors 13 and 41501 in OfficeMate Enterprise 2.0.38 with SP3

Customer Care — Fri, 24 Sep 2010 03:22:00 GMT
Abstract:
If you are using OfficeMate Enterprise 2.0.38 SP3 and you receive error 13 or 41501 when trying to open the Patient Ledger window, navigate to your OfficeMate folder in Windows Explorer and double-click RegGrdBAndComLib.bat.
Note: If you are using Terminal Services and do not have OfficeMate Enterprise installed locally on your system, contact your computer technician and ask him or her to log on to the Terminal Server, navigate to your OfficeMate folder in Windows Explorer and double-click RegGrdBAndComLib.bat.

Downloading the OfficeMate Enterprise & OfficeMate v9.0 & Above Utilities

Customer Care — Fri, 03 Sep 2010 10:22:00 GMT
Abstract:
Download these utilities ONLY if you are using OfficeMate Enterprise or OfficeMate v9.0 and above!
Note: In order to use the downloaded OfficeMate Enterprise and OfficeMate v9.0 and above utilities, you must be using the most current version of OfficeMate Enterprise or OfficeMate v9.0 and above.
Download the OfficeMate Enterprise and OfficeMate v9.0 and above utilities on your main workstation/server or on the computer that is shared on your network. These instructions tell you how to download the following utilities to your computer/server:
Close HCFA (CloseHCFA.exe)
Remove Do Not Print Flag (Donotprt3.exe)
Move Products (MoveProd.exe)
Open HCFA (OpenHCFA.exe)
Provider Transfer (OME_Provider.exe)

Downloading OfficeMate Enterprise 1.0.53 with SP1

Customer Care — Fri, 27 Aug 2010 09:34:00 GMT
Abstract:
The latest OfficeMate Enterprise release version is now available for you to download at http://www.officemate.net/ome_1053update.aspx.

Please see the PDF on the Web page for the download and installation instructions. You must install this latest version to use the current and most up-to-date copy of OfficeMate Enterprise. Although we do not anticipate any issues, we advise you to upgrade OfficeMate Enterprise during regular business hours, Monday through Friday. OfficeMate staff will not be available to help you if you need immediate assistance over the weekend.

You can access hel

Using the Fix HCFA Margin Utility

Customer Care — Mon, 23 Aug 2010 05:21:00 GMT
Abstract:
You can use the Fix HCFA Margin Utility to correct error 13 when you are trying to modify CMS margins. This utility will verify that your OfficeMate database has the CMS margin record in the control table. If the record is missing, the utility will add it to your database.

Note: If you are using OfficeMate 9.0 or above or OfficeMate Enterprise 2.0 or above, do not use this utility; instead modify the CMS margins in the Third Party Processing window.
http://support.microsoft.com/ph/1131 or www.microsoft.com.
Effectively, this ends Eyefinity/OfficeMate's support for its products on Windows 2000.

Support for Windows Server 2008

Customer Care — Thu, 11 Mar 2010 11:34:00 GMT
Abstract:
As of February 16, 2010, the OfficeMate Suite and OfficeMate Enterprise are supported on Windows Server^® 2008 R2. We have updated our recommended server operating system specifications with this information.

Support for Windows 7

Customer Care — Fri, 26 Feb 2010 07:16:00 GMT
Abstract:
OfficeMate Suite and OfficeMate Enterprise Compatibility with Windows 7

Bookmark this article and check periodically. As we move through the process of certifying our software with Windows 7, we will update this article with the latest information.

----------------------------
UPDATE—FEBRUARY 17, 2010

VSP's New Explanation of Payments (January 2010)

Customer Care — Thu, 18 Feb 2010 06:23:00 GMT
Abstract:
As of January 2010, VSP redesigned and revised its Remittance Advice (RA). In addition to renaming the RA to Explanation of Payments (EOP), you should be aware of the following:
Enter the payments listed in the VSP Pays Provider column in OfficeMate.
Items previously labeled as Lab Chargebacks are now labeled Non-Covered Options (NCOs). NCOs are itemized. Continue to post NCOs in OfficeMate just as you did when they were called Lab Chargebacks.
For more information about entering EOP information in OfficeMate Enterprise 2.0 or OfficeMate 9.0 or above, refer to the "Recording Receipts & Adjustments" chapter in the User's Guide, which is available from the Help menu within the software.
For more information about the redesigned and revised VSP Explanation of Payments, watch this short online video:
https://doctor.vsp.com/vspdctr/tour/DREOPRARedesign.htm

How can I remove old remittance files from the list of files to process?

Customer Care — Thu, 18 Feb 2010 06:23:00 GMT
Abstract:
Remittance files are removed as the files are processed.
If you are seeing old remittance files when you click the Load ERA File button, then someone in your office is downloading the files more than once from the clearinghouse's web site. Downloading duplicate files from the clearinghouse web site is an innocent mistake that typically happens when the date range is not changed on the web site prior to downloading the file.
To remove the duplicate files from the Select Remittance File list, perform the following steps:
Select the remittance file you want to remove from the list and click OK.
OfficeMate analyzes the remittance file, compares it to claims, and notifies you that the batch has already been processed.
Click OK to dismiss the notification.
The remittance file should no longer appear in the list unless it is downloaded from the clearinghouse web site again.

Gateway Electronic Remittance Advice File Path

Customer Care — Tue, 16 Feb 2010 05:21:00 GMT
Abstract:
If Gateway is your clearinghouse, you must include \era%.rmt at the end of the path you enter on Gateway’s Web site. For example, C:\OfficeMate\DATA\EMC\ERA\era%.rmt.

Voiding Fee Slips that have Already Been Processed in the Third Party Processing Window (OfficeMate Enterprise)

Customer Care — Mon, 15 Feb 2010 09:11:00 GMT
Abstract:
To void a fee slip that has already been processed in the Third Party Processing window, follow the instructions below to reopen and reclose the insurance claim:
Note: If the fee slip was billed to multiple insurance carriers, you must reopen and reclose the insurance claims billed to all of the insurance carriers.
Open the Third Party Processing window.
Type the patient's first and/or last name in the Last Name and First Name text boxes.
Select the Billed Status radio button.
Click Search.
Select the insurance claim that you want to open from the Billed Claims table.
Select the Open Classification check box.
Click Save.
Type the patient's first and/or last name in the Last Name and First Name text boxes.
Select the Open Status radio button.
Click Search.
Select the insurance claim that you want to close from the Billed Claims table.
Select the Closed Classification check box.
Click Save.
Open the patient's ledger (click the Ledger icon and search for and find the patient).
Select the fee slip that you want to void.
Click Edit Slip.
Click Void.
Click Yes to void the fee slip.

Deleting Products and Services in OfficeMate, ExamWRITER, & OfficeMate Enterprise

Customer Care — Wed, 16 Dec 2009 07:57:00 GMT
Abstract:
You can use the Delete Products Utility to delete products and services that are NOT linked to a fee slip or Rx order or do NOT appear on your physical and scan count sheets. If the product or service is linked to a fee slip or Rx order in OfficeMate, you can select the Inactive check box in the Products window, but you cannot delete it. If the product or service appeared on your physical or scan count sheets, you can manually delete it from within OfficeMate or OfficeMate Enterprise.
To use this utility, follow the instructions below:
Close OfficeMate and all other applications on all computers. Note that because you must close all OfficeMate programs before running this utility, we recommend running the utility during nonbusiness hours.
Back up your data!
If you do not have an OMATE32/Utilities folder (for OfficeMate) or OfficeMate/Utilities folder (for OfficeMate Enterprise) folder on your computer, read the related article below for instructions on on how to download the utilities.
Navigate to your OMATE32/Utilities folder (for OfficeMate) or OfficeMate/Utilities folder (for OfficeMate Enterprise).
Double-click Prddel01.exe.
Select a product or service type to delete.
Click Continue.
Products or services not linked to fee slips or Rx orders are deleted from your OfficeMate Suite or OfficeMate Enterprise database.
Click OK when the Update Complete window appears.
Complete steps 6-8 for each product or service type you want to delete; otherwise, click Close.
After you have finished deleting products and services, you can resume using the OfficeMate Suite or OfficeMat

How do I move products from one Product Type to another?

Customer Care — Wed, 16 Dec 2009 07:57:00 GMT
Abstract:
You can use the Move Products Utility to move products from one Product Type to another. To use this utility, follow the instructions below:
Close OfficeMate and all other applications on all computers. Note that because you must close all OfficeMate programs before running this utility, we recommend running the utility during nonbusiness hours.
Back up your data!
If you do not have an OMATE32/Utilities folder (for OfficeMate) or OfficeMate/Utilities folder (for OfficeMate Enterprise) folder on your computer, read the related article below for instructions on on how to download the utilities.
Navigate to your OMATE32/Utilities folder (for OfficeMate) or OfficeMate/Utilities folder (for OfficeMate Enterprise).
Double-click MoveProd.exe.
Ensure that you have backed up your data and click Yes.
Find the products and services for which you want to change product types and select new product types from the drop-down menu under the Move to Product Type column.
Note: Click Print to print a list of the products and services that are displayed in the table. If you have a large quantity of products and services to move, you might find that reviewing the printed list will help you select the correct products and services to move.
Click Move after you have finished selecting new product types for all the products and services that you want to move.
Click OK.
If you want to move additional products, click Yes; otherwise, click No.
After you have finished moving products from one Product Type to another, you can resume using the OfficeMate Suite or OfficeMate Enterprise.

Opening CMS Forms with the Open HCFA Utility

Customer Care — Wed, 16 Dec 2009 07:53:00 GMT
Abstract: You can use the Open HCFA Utility as often as often as needed to open all CMS forms or specific CMS forms in the Third Party Processing window in OfficeMate. To use this utility, follow the instructions below:
Close OfficeMate and all other applications on all computers. Note that because you must close all OfficeMate programs before running this utility, we recommend running the utility during nonbusiness hours.
Back up your data!
If you do not have an OMATE32/Utilities folder (for OfficeMate) or OfficeMate/Utilities folder (for OfficeMate Enterprise) folder on your computer, read the related article below for instructions on on how to download the utilities.
Navigate to your OMATE32/Utilities folder (for OfficeMate) or OfficeMate/Utilities folder (for OfficeMate Enterprise).
Double-click OpenHCFA.exe.
The OfficeMate Open HCFA Program opens.
Choose the appropriate Sort radio button to sort the CMS forms by date, fee slip number, patient last name, or insurance company name.
If you want to open CMS forms from a specific date range, select the Select HCFAs for specific date range check box and type dates (in MMDDYYY format) into the From and To text boxes.
If you want to open CMS forms from a specific insurance company, select the Select HCFAs for specific insurance check box and select an insurance company from the drop-down menu.
Click Load.
CMS forms meeting your search criteria are displ

Closing CMS Forms with the Close HCFA Utility

Customer Care — Wed, 16 Dec 2009 07:42:00 GMT
Abstract: You can use the Close HCFA Utility as often as often as needed to close all CMS forms or specific CMS forms in the Third Party Processing window in OfficeMate and OfficeMate Enterprise. To use this utility, follow the instructions below:
Close OfficeMate and all other applications on all computers. Note that because you must close all OfficeMate programs before running this utility, we recommend running the utility during nonbusiness hours.
Back up your data!
If you do not have an OMATE32/Utilities folder (for OfficeMate) or OfficeMate/Utilities folder (for OfficeMate Enterprise) folder on your computer, read the related article below for instructions on on how to download the utilities.
Navigate to your OMATE32/Utilities folder (for OfficeMate) or OfficeMate/Utilities folder (for OfficeMate Enterprise).
Double-click CloseHCFA.exe.
The OfficeMate Close HCFA Program opens.
Choose the appropriate Sort radio button to sort the CMS forms by date, fee slip number, patient last name, or insurance company name.
If you want to close CMS forms from a specific date range, select the Select HCFAs for specific date range check box and type dates (in MMDDYYY format) into the From and To text boxes.
If you want to close CMS forms from a specific insurance company, select the Select HCFAs for specific insurance check box and select an insurance company from the drop-down menu.
Click Load.
CMS forms meeting your search criteria are displayed. If you want to print a list of the CMS forms that are displayed, click Print.
Select the Close check boxes next to the CMS f

"No records were updated" Error when Opening a CMS 1500 Form

Customer Care — Fri, 20 Nov 2009 11:32:00 GMT
Abstract:
This article should be read by OfficeMate 8.0 and OfficeMate Enterprise 1.0 users.
If you receive an error stating "No records were updated" when opening a CMS 1500 form in the Third Party Processing window, perform the following steps to open the CMS 1500 form without the error:
From the OfficeMate main window, click the Third Party icon.
Click Billing History.
Expand the Receiver(s)/Date(s) category.
Select the receiver.
Select the claim that you want to open.
Right-click the claim and select Open CMS.

Can I access OfficeMate and ExamWRITER from home using a Mac?

Customer Care — Thu, 12 Nov 2009 03:52:00 GMT
Abstract:
Yes, you can use such services as GoToMyPC or LogMeIn to access OfficeMate and ExamWRITER through your Mac's web browser.
If your practice is using a Terminal Server, you also have the option of using Remote Desktop Connection Client (a free download from Microsoft).
If you are remotely accessing your computes using Terminal Services or Remote Desktop Client, your OfficeMate Suite software must be licensed for 16+ computers. If your software is not licensed for 16+ computers, contact Sales at 800.269.3666 or sales@officemate.net.

OfficeMate Enterprise 2.0 Beta Custom & Commission Reports

Customer Care — Fri, 16 Oct 2009 13:58:00 GMT
Abstract:
Custom Reports Module
To update & use the Custom Reports module in OfficeMate Enterprise 2.0:
1. Click on the OME_BAX.zip file attached to the bottom of this article.
The File Download window opens.
2. <

Missing or Invalid 2330B REF*EI Segment in OfficeMate Enterprise

Customer Care — Wed, 14 Oct 2009 11:51:00 GMT
Abstract:
Note: The instructions in this article only apply to OfficeMate Enterprise users. If you are an OfficeMate 7.4 or 8.0 user, go to http://www.officemate.net/omkb/article.aspx?id=18451 to resolve this error message.
If you submit insurance claims to Gateway EDI and you are getting rejections for a missing or invalid REF*EI segment in the 2330B loop, you most likely do not have the secondary insurance carrier selected on the provider's Insurance Information window. Complete the following steps to resolve the error:
1. Depending on your software version, complete one o

Downloading OfficeMate Enterprise 2.0.37 with SP2

Customer Care — Wed, 07 Oct 2009 08:23:00 GMT
Abstract: The latest OfficeMate Enterprise version is now available for you to download at http://www.officemate.net/ome_2037update.aspx.

Please see the PDF on the Web page for the download/installation instructions. You must install this latest version to use the current and most up-to-date copy of OfficeMate Enterprise. Although we do not anticipate any issues, we advise you to upgrade OfficeMate Enterprise during regular business hours, Monday through Friday. Eyefinity/OfficeMate staff will not be available to help you if you need immediate assistance over the weekend.

Error 480 in OfficeMate Enterprise 2.0.33

Customer Care — Thu, 01 Oct 2009 07:29:00 GMT
Abstract:
If you receive "Error 480. Runtime error. Can't create auto redraw image" in OfficeMate Enterprise 2.0.33, follow the instructions below:
Navigate to your OfficeMate folder.
Double-click the RegOMComLib.bat file.

Setting Up Insurance Carriers and Plans

Customer Care — Fri, 28 Aug 2009 07:12:00 GMT
Abstract: For information about setting up insurance carriers and plans in OfficeMate Enterprise 2.0, follow the procedures outlined in the attached PDF, below.

Reconciling Production or Day Sheet Report Amounts to the OfficeMate Accounts Receivable Balance

Customer Care — Mon, 17 Aug 2009 13:01:00 GMT
Abstract:
Issue
The OfficeMate and OfficeMate Enterprise Production report's Net Fees Invoiced minus Net Receipts match up with the Day Sheet report's amounts and are the basis for the increase or decrease in total accounts receivable on the Patient Aging and Insurance Aging reports. Your reconciliation of these reports, on a monthly basis, may take a beginning accounts receivable (AR) balance and add the Production report's Net Fees Invoiced and subtract the Net Receipts to get an ending accounts receivable balance. These amounts will agree if the Aging reports are printed at the close of business on the day that is being compared to the Production report's numbers.
If there are any insurance charge backs, though, the charge back amounts will not be included in the Production, Day Sheet (including the R

OfficeMate Enterprise Appointment Scheduler Service Templates

Customer Care — Fri, 24 Jul 2009 04:51:00 GMT
Abstract:
If you are using the Appointment Scheduler's service templates in OfficeMate Enterprise, be aware that you should not have more than 25 templates set up, as setting up too many templates will slow your Appointment Scheduler down considerably. Use service templates to restrict the types of services that can be scheduled for a given provider during specific days and times. Service templates help you improve the business flow of your office and increase revenue. They are not to be used as an employee management tool, but instead, as an exam management tool.
Ensure that you are setting up your service templates properly using the Duration (minutes) and Interval (minutes) fields in the Service Template Detail window. For example, do not set up a service template for each provider for each 15 minute time slot in an hour. Instead, set up one service template that starts at the beginning of the day and finishes at the end of the day, is 15 minutes in duration, and occurs in 60-minute intervals. If you set up a template in this manner, then you can use the same template every hour throughout the day.
For more detailed information on setting up service templates, review the "Scheduling, Moving, & Cancelling Appointments" chapter in the OfficeMate Enterprise User's Guide and the "Setting Up Templates" iTrain online video.

I noticed a new version of SQL Express is available; should I upgrade?

Customer Care — Fri, 17 Jul 2009 11:48:00 GMT
Abstract: Occasionally, a service pack to SQL Express is released after we release a version of our software products. Eyefinity/OfficeMate recommends that you use the version of SQL Express that installed with the OfficeMate Suite or OfficeMate Enterprise unless you have a critical reason for installing the latest service pack.

Our software products are rigorously tested using the version of SQL Express that is bundled with our software. If you install a service pack against which our software has not been tested, our Customer Care department may be unable to help you troubleshoot if any errors occur.

Consult a Microsoft-certified technician for advice and installation.

Error 70: Permission Denied While Using the Patient Out-of-Expense Calculator

Customer Care — Thu, 18 Jun 2009 12:52:00 GMT
Abstract:
If you receive error 70, "Permission denied," while using the Patient Out-of-Expense Calculator in OfficeMate or OfficeMate Enterprise, ensure that your OfficeMate\VSP (OfficeMate Enterprise users) or OMATE32\VSP (OfficeMate users) directory has delete access rights. When your VSP directory has delete access rights, you will no longer receive error 70.

Downloading OfficeMate Enterprise 1.0.51

Customer Care — Fri, 05 Jun 2009 09:53:00 GMT
Abstract:
The latest OfficeMate Enterprise release version is now available for you to download at http://www.officemate.net/ome_1051update.aspx.

Please see the PDF on the Web page for the download and installation instructions. You must install this latest version to use the current and most up-to-date copy of OfficeMate Enterprise. Although we do not anticipate any issues, we advise you to upgrade OfficeMate Enterprise during regular business hours, Monday through Friday. OfficeMate staff will not be available to help you if you need immediate assistance over the weekend.

You can access help for OfficeMate Enterprise and ExamWRITER at any time in the OfficeMate Enterprise User’s Guide, Home Office User's Guide, and ExamWRITER Getting Started Guide. Simply click Help on t

How do I print a list of all of our patients and their e-mail addresses?

Customer Care — Thu, 21 May 2009 07:14:00 GMT
Abstract:
To generate a list of patients and their e-mail addresses, run the Internal Marketing report. From the main OfficeMate window, click the Reports icon and then click the Internal Marketing tab.
To generate a list of specific patients, choose the search criteria from the Selection Criteria and Sort Order fields. To include only patients with e-mail addresses, select Yes from the Email Address selection criteria.
To create a list of patients and their addresses, refer to the related article below.

New Insurance Features in OfficeMate Enterprise 1.0.48

Customer Care — Mon, 18 May 2009 10:26:00 GMT
Abstract: See the attached document for information on the new insurance features in OfficeMate Enterprise 1.0.48. Also, view the "Processing Insurance Claims in OfficeMate Enterprise 1.0.48 and Above" iTrain video at http://www.officemate.net/training_enterprise_online.aspx.

Using the eDocuments Scanning Feature with Remote Desktop (OfficeMate Enterprise Users)

Customer Care — Tue, 14 Apr 2009 12:06:00 GMT
Abstract:
Follow the instructions in this article to install RemoteScan and begin scanning documents in OfficeMate Enterprise through Remote Desktop. See the article attachment for a graphic representation of the Terminal Server and RemoteScan setup.
Notes:
RemoteScan information, sales, and technical support is provided by RemoteScan Corporation, 305 4th Street East, Suite 200, Missoula, Montana 59801 (ph: 406.721.0319; FAX: 406.258.0402; info@remote-scan.com).
Eyefinity/OfficeMate highly recommends consulting a certified computer technician before following the instructions below.
Step 1: Install the RemoteScan Server on the workstation that has the document scanner attached to it.
previously recorded fee slip, and the changes aren't saved, you may be attempting to update a fee slip after the End of Day process has run. Only the following information can be edited on the fee slip after the End of Day process:
Procedure codes
Diagnosis codes
Service dates
Modifiers
Providers
You may edit any information on a fee slip prior to running the End of Day process.
If you need to add additional charges after the End of Day process, you must create a new fee slip. If you need to edit existing charges after the End of Day process, go to the Receipts & Adjustments window.

Why can't I see an insurance payment in the Receipts History window?

Customer Care — Wed, 04 Feb 2009 09:25:00 GMT
Abstract:
Insurance payments entered at the home office do not appear in the Receipts History window. Insurance payments entered at the store location do appear in the Receipts History window.
Insurance payments entered at the home office do appear in the Ledger window.

If payments are posted at the home office, will they appear on the location's Applied Payment report? (OfficeMate Enterprise)

Customer Care — Wed, 04 Feb 2009 05:39:00 GMT
Abstract: Yes. When you run the Applied Payment report, be sure to select the Post Original Location option to sort payments by the location in which the fee slip was created. If you do not select the Post Original Location option, the report sorts the payments by the location in which the payment was posted.

Why doesn't the Cash Reconciliation report match the Deposit ticket report?

Customer Care — Wed, 04 Feb 2009 05:38:00 GMT
Abstract:
While the reports are very similar, the Cash Reconciliation report and the Deposit ticket report serve different purposes and draw upon different information.
The Cash Reconciliation report is used to reconcile individual cash drawers. This report includes refunds.
The Deposit Ticket report is used to determine how much money is deposited in the bank. This report does not include refunds.

Why can't I print a particular Rx order? (OfficeMate Enterprise)

Customer Care — Wed, 04 Feb 2009 05:38:00 GMT
Abstract:
You may not be able to print an Rx order if the Do Not Create Open Charges check box was selected when the order was created. When the Do Not Create Open Charges check box is selected, there is no way to print an Rx order because it cannot be invoiced.
To correct this, you must delete the order and recreate it with the Do Not Create Open Charges check box deselected.

How do I delete a provider exception in the Scheduler? (OfficeMate Enterprise)

Customer Care — Wed, 04 Feb 2009 05:36:00 GMT
Abstract:
To delete a provider exception, perform the following steps:
Left-click the exception.
Right-click the exception.
Select Delete from the contextual menu.
A confirmation dialog box opens.
If you simply want to inactivate a patient's record, open their Patient Demographic window and deselect the Active check box.

Which report should I run to see sales by staff member? (OfficeMate Enterprise)

Customer Care — Wed, 04 Feb 2009 05:07:00 GMT
Abstract: Run the Fee Slip Detail by Resource report. Select By Staff Member from the Type drop-down menu.

How do I make sure my claim goes through with the correct date of service? (OfficeMate Enterprise)

Customer Care — Wed, 04 Feb 2009 04:51:00 GMT
Abstract: While you cannot change the posting date on the fee slip, you can correct the dates of service, as needed, in the Line Add'l Data window. Click Line Add'l Data on the Fee Slip window to set the correct dates of service.

Where does a credit memo in the Ledger come from? (OfficeMate Enterprise)

Customer Care — Wed, 04 Feb 2009 04:28:00 GMT
Abstract:
A credit memo is created when a fee slip is voided after the End of Day process is run. the credit memo offsets the original fee slip.
Note: Eyefinity/OfficeMate does not recommend voiding fee slips after the End of Day processing. See the related article, below, for more information.

Why do some frames appear in the Physical Count window but not in the Scan Count window? (OfficeMate Enterprise)

Customer Care — Wed, 04 Feb 2009 04:20:00 GMT
Abstract: Only items with a positive quantity on hand appear in the Scan Count window. If an item is scanned that does not appear in the window, the item will be added to the end of the item list.

Why is the Redo button on the Rx Order window grayed out? (OfficeMate Enterprise)

Customer Care — Tue, 03 Feb 2009 09:27:00 GMT
Abstract:
The Redo button does not become available on the Eyewear Order window does not become available until the status is set to Received. Perform the following steps to activate the Redo button:
Select the Received radio button
Save the order.
Reopen the order.
The Redo button is now available.

Can I void a fee slip after the End of Day process has been run? (OfficeMate Enterprise)

Customer Care — Tue, 03 Feb 2009 09:05:00 GMT
Abstract: Although you can void a fee slip after the End of Day process has run, Eyefinity/OfficeMate does not advise it. Alternatively, you should return the products in the Ledger window and refund the patient as needed.

Why is the Void button on the Fee Slip window grayed out? (OfficeMate Enterprise)

Customer Care — Mon, 02 Feb 2009 11:29:00 GMT
Abstract:
The Void button on the Fee Slip window may be unavailable because the status on the Rx Order window is set to Ordered. You must perform the following steps to make the Void button available and void the fee slip:
Close the Fee Slip window.
Open the order associated with the fee slip in the Eyewear Order, Soft Lens Order, or Hard Lens Order window.
Remove the employee's name from the Name field (next to the Ordered radio button).
Note: Press the Delete key on your keyboard to remove the name.
Remove the date from the Date field.
Select the Fit By radio button (to deselect the Ordered radio button).
Click Record.
Return to the fee slip.

When I schedule a patient in OfficeMate Enterprise, why does the resource seem to change?

Customer Care — Mon, 02 Feb 2009 10:22:00 GMT
Abstract:
When scheduling a new appointment, you may notice the provider or resource you select on the Appointment Scheduler window may not be the provider or resource that displays in the Appointment Detail window. OfficeMate Enterprise, instead, uses the default provider that is selected on the Patient Demographic window.
If you want schedule the patient with a provider other than the default, manually select the provider's name from the Resource drop-down menu on the Appointment Detail window.

Can open charges be deleted in OfficeMate Enterprise 1.0?

Customer Care — Mon, 02 Feb 2009 09:56:00 GMT
Abstract: Open charges cannot be deleted or "closed out" from OfficeMate Enterprise. The open charges must either be billed on a fee slip or the products and services incurring the charges must be removed from the order or exam.

OfficeMate Enterprise Aging Reports are Displaying Incorrectly

Customer Care — Thu, 22 Jan 2009 10:24:00 GMT
Abstract:
If you are experiencing one of the following issues in OfficeMate Enterprise 1.0.44, complete the instructions below to resolve the issue:
The Insurance Aging by Patient Detail report incorrectly lists patients whose fee slips were billed on a previous day and then were voided on the current day.
Voided fee slips (i.e., credit memos) are not displaying correctly on the Aging reports.
1. Close OfficeMate Enterprise and ExamWRITER on the computer on which you are working.
After you upgrade to version 2.0, all of your insurance carriers that already had insurance plans in version 1.0 will have new insurance plans attached to them with the same name and contact information as the insurance carrier. You will need to review your insurance plans and delete plans that should not be attached to insurance carriers. If an insurance carrier has two plans with an identical name, following the instructions below:
Rename one of the insurance plans.
Open the Patient Demographic window for a patient who uses the insurance carrier to which the insurance plan you renamed in step 1 is attached.
Click the Insurance tab.
Determine which insurance plan the patient is using.
Delete the insurance plan that is not being used. You cannot have two insurance plans with the exact same name.

Correcting Error 339 (OfficeMate Enterprise)

Customer Care — Mon, 03 Nov 2008 03:47:00 GMT
Abstract:
Windows XP Users
If you receive an error 339 message, follow the instructions below from each workstation displaying the error:
Close OfficeMate Enterprise, Home Office, or ExamWRITER on the affected computer.
Open this computer's OfficeMate folder (usually located at C:\OfficeMate).
Windows XP users: Double-click ~RegOME_All.bat.
Click Continue if prompted and then wait while the file runs.
When the ~RegOME_All.bat file is finished running, reopen OfficeMate Enterprise, Home Office, or ExamWRITER.
Windows Vista Users
If you receive an error 339 message, follow the instructions below from each workstation displaying the error:
Close OfficeMate, Home Office, or ExamWRITER on the affected computer.
Click Start and select Computer.
Open this computer's OfficeMate folder (usually located at C:\OfficeMate).
Right-click ~RegOME_All.bat and select Run as Administrator.
Click Continue if prompted and then wait while the file runs.
Note: If you are unable to run ~RegOME_All.bat, even as the administrator, you may need to temporarily turn off User Account Control. For more information, go to the Knowledge Base article entitled, "Download and install the latest OfficeMate Enterprise version update at http://www.officemate.net/ome_1044update.aspx.
Please see the PDF on the Web pages for the download/installation instructions. You must install this latest version to use the current and most up-to-date copy of OfficeMate Enterprise. Although we do not anticipate any issues, we advise you to upgrade OfficeMate Enterprise during regular business hours, Monday through Friday. OfficeMate staff will not be available to help you if you need immediate assistance over the weekend.
You can access help for OfficeMate Enterprise and ExamWRITER at any time in the OfficeMate Enterprise User’s Guide, Home Office User's Guide, and ExamWRITER Getting Started Guide. Simply click Help on the main toolbar in OfficeMate Enterprise, Home Office, and ExamWRITER and select Help Topics from

VisionWeb Button Disappears in Rx Windows on OfficeMate Enterprise Workstations

Customer Care — Fri, 03 Oct 2008 09:01:00 GMT
Abstract:
If the VisionWeb button and information is disappearing in the Rx windows on some of your OfficeMate Enterprise workstations, complete the following tasks to restore the button:
Ensure that the Share Permissions for the OfficeMate/DATA folder are set to Full for the Everyone group/name.
Ensure that the Security permissions for the OfficeMate folder for authenticated users are set to Read & Execute, List, Read, and Write.
Ensure that the Security permissions for the C:\Windows\Omate32.ini file for authenticated users are set to Read & Execute and Read.
For help with setting up your permissions, contact your computer technician.

Understanding the Net Change to A/R Amounts in Reports

Customer Care — Thu, 17 Jul 2008 10:24:00 GMT
Abstract:
The net change to A/R amounts in your reports, which is the difference between the Net Fees Invoiced and Total Applied Payments, can be used to balance your account receivables.
A negative net change to A/R amount simply means that more payments were received during the month than new charges (i.e., you had a net negative change in A/R). This scenario is perfectly normal as payments may be made during the current month for fee slips from a prior month.

For a normal stable business, the average payments during a month should roughly match the average new sales. However, as monthly sales and collections fluctuate, some months will have more sales than purchases and other months will have more purchases than sales. Therefore, some months will have a positive net change to A/R amount and other months will have a negative net change to A/R amount.

Which FRAMES Data CD should I use with FrameMate?

Customer Care — Wed, 21 May 2008 12:49:00 GMT
Abstract:
For the most up-to-date frame information, use the monthly SPEX UPC CD rather than the FRAMES Data Quarterly CD to load frame information into OfficeMate. The SPEX UPC CD is slightly more expensive than the Quarterly CD, but it is updated monthly instead of quarterly.
For more information refer to the "Using FrameMate" chapter of the OfficeMate User's Guide or the OfficeMate Home Office User's Guide, which is available from the Help menu within OfficeMate and OfficeMate Home Office.

Closing UB04s in OfficeMate Enterprise with the Close UB04 Utility

Customer Care — Fri, 16 May 2008 10:55:00 GMT
Abstract:
You can use the Close UB04 Utility as often as often as needed to close all UB04 forms or specific UB04 forms in the Third Party Processing window in OfficeMate Enterprise. To use this utility, follow the instructions below:
Note: Read the appropriate related article for instructions on how to download the latest OfficeMate Enterprise utilities.
Close OfficeMate Enterprise and all other applications on all computers. Note that because you must close all OfficeMate Enterprise programs before running this utility, we recommend running the utility during non-business hours.
Back up your data!
Navigate to your OfficeMate/Utilities folder.
Double-click CloseUB04.exe.
The OfficeMate Close UB04 Program opens.
Choose the appropriate Sort radio button to sort the UB04 forms by date, fee slip number, patient last name, or insurance company name.
If you want to close UB04 forms from a specific date range, select the Select UB04s for specific date range check box and type dates (in MMDDYYY format) into the From and To text boxes.
If you want to close UB04 forms from a specific insurance company, select the Select UB04s for specific insurance check box and select an insurance company from the drop-down menu.
Click Load.
UB04 forms meeting your search criteria are displayed. If you want to print a list of the UB04 forms that are displayed, click Print.
Select the Close check boxes next to the CMS forms that you want to close or click Select All

Opening UB04s in OfficeMate Enterprise with the Open UB04 Utility

Customer Care — Fri, 16 May 2008 10:51:00 GMT
Abstract: You can use the Open UB04 Utility as often as often as needed to open all UB04 forms or specific UB04 forms in the Third Party Processing window in OfficeMate Enterprise. To use this utility, follow the instructions below:
Note: Read the appropriate related article for instructions on how to download the latest OfficeMate Enterprise utilities.
Close OfficeMate Enterprise and all other applications on all computers. Note that because you must close all OfficeMate Enterprise programs before running this utility, we recommend running the utility during non-business hours.
Back up your data!
Navigate to the OfficeMate/Utilities folder.
Double-click OpenUB04.exe.
The OfficeMate Open UB04 Program opens.
Choose the appropriate Sort radio button to sort the UB04 forms by date, fee slip number, patient last name, or insurance company name.
If you want to open UB04 forms from a specific date range, select the Select UB04s for specific date range check box and type dates (in MMDDYYY format) into the From and To text boxes.
If you want to open UB04 forms from a specific insurance company, select the Select UB04s for specific insurance check box and select an insurance company from the drop-down menu.
Click Load.
UB04 forms meeting your search criteria are displayed. If you want to print a list of the UB04 forms that are displayed, click Print.
Select the

Using the Update Carriers Utility

Customer Care — Fri, 16 May 2008 10:50:00 GMT
Abstract:
Use the Update Carriers Utility to complete any of the following tasks:
Move all your NSF carriers to the GatewayEDI ANSI format.
Move all NSF carriers to the ANSI format.
Move all GatewayEDI carriers to the ANSI format.
Move all ANSI carriers to the GatewayEDI format.
If you are using OfficeMate, follow the instructions below:
Close all OfficeMate Suite programs on all of your computers.
Open the attached UpdateCarriers.exe file.
Select the appropriate radio button for the action that you want to complete.
Click Move.
If you are using OfficeMate Enterprise, follow the instructions below:
Click on the linked related article below to download the OfficeMate Enterprise utilities, which includes the Update Carriers Utility (UpdateCarriers.exe).
Close OfficeMate and all other applications on all computers. Note that because you must close all OfficeMate Enterprise programs before running this utility, we recommend running the utility during non-business hours.
Navigate to your OfficeMate/Utilities folder and double click UpdateCarriers.exe.
Select the appropriate radio button for the action that you want to complete.
Click Move.
Note: Remember to update your claim file path with your insurance carrier, if you are submitting claims directly through them.

Opening CMS Forms with the Open HCFA Utility in OfficeMate Enterprise

Customer Care — Tue, 06 May 2008 08:16:00 GMT
Abstract: You can use the Open HCFA Utility as often as often as needed to open all CMS forms or specific CMS forms in the Third Party Processing window in OfficeMate Enterprise. To use this utility, follow the instructions below:
Close OfficeMate Enterprise and all other applications on all computers.
Back up your data!
Click http://oss.ome.s3.amazonaws.com/OpenHCFA.exe.
Click Save on the File Download - Security Warning window.
Navigate to your OfficeMate folder to download the Open HCFA Utility for OfficeMate Enterprise into the same folder as your OfficeMate Enterprise program data and click Save.
Navigate to your OfficeMate folder in Windows Explorer and double-click OpenHCFA.exe.
The OfficeMate Open HCFA Program opens.
Choose the appropriate Sort radio button to sort the CMS forms by date, fee slip number, patient last name, or insurance company name.
If you want to open CMS forms from a specific date range, select the Select HCFAs for specific date range check box and type dates (in MMDDYYY format) into the From and To text boxes.
If you want to open CMS forms from a specific insurance company, select the Select HCFAs for specific insurance check box and select an insurance company from the drop-down menu.
Click Load.
CMS forms meeting your search criteria are displayed. If you want

Do OfficeMate and ExameWRITER support double-sided printing on duplex printers?

Customer Care — Tue, 25 Mar 2008 05:35:00 GMT
Abstract:
OfficeMate and ExamWRITER can print to duplex printers, but offer very limited control over printing within the programs themselves. To print on both sides of the page using your duplex printer, you must change the default settings for that printer on each computer on which you are using OfficeMate or ExamWRITER.
Note: OfficeMate Software Solutions recommends HP brand printers. OfficeMate and ExamWRITER are tested using HP printers.
To change your default print settings in Windows XP, perform the following steps:
From the windows desktop, click Start.
Select Settings, select Printers and Faxes,
Right-click the duplex printer and select Properties to change the default settings.
If OfficeMate and ExamWRITER still don't print on both sides of the page, go to the manufacturer's Web site and download the latest driver for your printer.
If you have set your default printer settings and downloaded and installed the latest driver for your printer, your last resort is printing from OfficeMate or ExamWRITER to a PDF using a program like PDF Creator. You can then open the PDF in Acrobat Reader and print to your duplex printer. Information on the free PDF Creator can be found in article 11578.

Can I set up the Appointment Scheduler so a provider can be scheduled every other week or have alternating schedules from week to week?

Customer Care — Tue, 11 Mar 2008 05:01:00 GMT
Abstract: No. The Appointment Scheduler does not support alternating schedules at this time. This feature may become available in a future version of OfficeMate.

Patient Names Are Not Displaying on Appointment Scheduler Confirmation Tab (OfficeMate Enteprise)

Customer Care — Fri, 07 Mar 2008 12:16:00 GMT
Abstract:
If patient names are not displaying on the OfficeMate Enterprise Appointment Scheduler Confirmation tab, first check to make sure that the Patient column is displayed.
If the Patient column is not displayed, right-click on the confirmation grid and select Choose Columns. Drag and drop the grey Patient "tab" in the Columns Not Displayed window to wherever you want the column to be displayed (anywhere next to the other Confirmation tab column headings).
If the Patient column is displayed, but there are no names displayed in the column, it may be due to changes in user profiles from the last version you had installed to the current version you have installed. To resolve this issue, navigate to the OfficeMate\DATA\UserProfiles folder and delete the .xml file for the user logged into OfficeMate Enterprise. For example, if the User ID for the person logged in is "Admin," delete the Admin.xml file.

How can I change the application OfficeMate uses to send e-mail?

Customer Care — Tue, 26 Feb 2008 09:24:00 GMT
Abstract:
OfficeMate relies on the Windows Internet settings to determine which application to launch when you click the Send Patient E-mail button. to change this setting, perform the following steps:
From your Windows desktop, click Start.
Select Settings, then Control Panel, and then Internet Options.
The Internet Properties window opens.
Click the Programs tab.
Select your e-mail application from the E-mail drop-down menu.
Click OK to save your settings.
The e-mail application you selected will now launch when you click the Send Patient E-mail button.
Note: You cannot use the Send Patient E-mail feature with a Web-based e-mail service through Internet Explorer or Mozilla Firefox. You must use such client-based e-mail applications as Outlook, Outlook Express, or Thunderbird. Contact your e-mail service provider for information about using these applications to send e-mail.
Note: These steps may vary depending on what version of the Windows operating system you are running.

Is there a report in OfficeMate that shows the dollar amounts of cash and checks collected by each staff member for the day?

Customer Care — Tue, 19 Feb 2008 09:20:00 GMT
Abstract: There is currently no such report in OfficeMate. The Cash Reconciliation report in OfficeMate Enterprise provides this information and may be available in a future version of OfficeMate.

Product Selections Are Removed from Rx If Line Item is Deleted From Fee Slip Before It's Recorded

Customer Care — Wed, 30 Jan 2008 12:02:00 GMT
Abstract: If your record an Rx in OfficeMate Enterprise and then while creating a fee slip that contains products from the Rx, delete the line items before recording the fee slip, the product selections will also be removed from the Rx; however, the open charges created for these products will not be removed. Therefore, you will have to manually delete the open charges that are automatically created if you delete products associated with them from a fee slip before it is recorded.

Blank pages in the online User's Guides or Enhancement documents

Customer Care — Thu, 15 Nov 2007 09:48:00 GMT
Abstract:
The PDF documents available on our Web site and from the Help menu within our software, including the User's Guide and What's New? documents, require that you have Adobe Acrobat Reader 6.0 or higher installed on your computer.
Some pages in the online documents may appear to be blank if you are using a verion of Adobe Acrobat Reader that is older than version 6.0.
To download the latest version of Adobe Reader, visit the Adobe Systems, Inc., Web site at http://www.adobe.com/products/acrobat/readstep2.html.

Can I fax a correspondence letter directly from the computer?

Customer Care — Mon, 22 Oct 2007 06:02:00 GMT
Abstract:
The OfficeMate Suite does not provide any functionality or support for sending faxes.
There are, however, many fax/printers and fax applications that allow you to fax from any application in the same way you would print to a printer. If your fax machine is connected to your network, consult the documentation that came with your fax machine for information on sending faxes from your computer.

Can I use OfficeMate software with Windows XP Home Edition or Media Center Edition?

Customer Care — Thu, 18 Oct 2007 10:29:00 GMT
Abstract:
OfficeMate Software Solutions does not support the use of its products on Windows XP Home Edition or Windows XP Media Center Edition. Only Windows XP Professional Edition provides the features and networking support for running critical business applications like the OfficeMate Suite, OfficeMate Enterprise, and iPoint VTO.
For detailed information on the differences between Windows XP Home Edition and Professional Edition, refer to Microsoft's Web site at http://www.microsoft.com/windowsxp/home/howtobuy/choosing2.mspx.
For detailed system requirements, refer to the related article, below.

"Order Not Billed" Does Not Display in OfficeMate Rx Order

Customer Care — Tue, 03 Jul 2007 10:04:00 GMT
Abstract: The "Order Not Billed" text will not display in an OfficeMate Rx order if the exam in which the Rx is being recorded is open in ExamWRITER at the same time the Rx Order window in OfficeMate is open. In order for the "Order Not Billed" text to be displayed in the OfficeMate Rx Order window, close the Rx window in ExamWRITER and then close the exam record. After the record is closed and the Rx Order is opened in OfficeMate, the "Order Not Billed" text will display.

How do I register for online training?

Customer Care — Mon, 07 May 2007 04:36:00 GMT
Abstract:
You can register for online training through our Web site at http://www.officemate.net/training_om_enroll.aspx or call us at 800.269.3666, option 3.
Prerecorded, refresher training is available on our Web site at http://www.officemate.net/training_om_online.aspx.

Is it possible for OfficeMate to be shared/networked between two or more locations?

Customer Care — Fri, 22 Dec 2006 06:50:00 GMT
Abstract:
It is not possible to share/network OfficeMate between two or more locations; however, you can share/network OfficeMate Enterprise, our newest product geared towards multi-location retail practices, with two or more locations. For more information on OfficeMate Enterprise, contact our Sales team at 1.800.269.3666 or sales@officemate.net. You can also read information about this exciting new product on our Web site at http://www.officemate.net/enterprise_overview.aspx.

Can you convert my current practice management data into OfficeMate Enterprise data?

Customer Care — Fri, 31 Mar 2006 05:04:00 GMT
Abstract: Yes, we will be able to convert your current PMS data into OfficeMate Enterprise data after the program is released and conversion testing has been completed. There is no timeline right now as to when conversions will begin taking place with OfficeMate Enterprise. For more information on OfficeMate Enterprise and converting your data, contact the Sales team at 1.800.269.3666 or sales@officemate.net.