Instructor-Led Course Curriculum

The Training & Education department offers live, online affordable courses for clients who want to focus on specific topics or modules in OfficeMate and ExamWRITER. Our virtual courses are taught via the Web by knowledgeable staff instructors. You observe exactly what our trainers are doing while listening to their live step-by-step narratives from the convenience of your home or office. Instructor-led courses are great opportunities to learn robust, feature-rich software in small one-hour increments; they eliminate having to dedicate several days of staff time and efforts to learn too much information in too little time. -Click Here to See the Schedule and to Register-

The following course curriculums are listed on this Web page:

• GS-AL - Attributes and Lens Loader
• GO-AS - Using the Appointment Scheduler
• GO-IV - Basic Inventory Management
• GO-LO - Managing Your Lab Orders
• GO-PF - Patient Financial Transactions
• GO-IF - Insurance Financial Transactions
• GO-CP - Claims Processing
• GO-VSP - VSP Interface
• GS-EWT - ExamWRITER Templates
• GO-EWP - ExamWRITER Pretesting
• GO-EWR - ExamWRITER Refraction
• GO-EWE - ExamWRITER Examination
• GO-EWC - ExamWRITER Completing the Exam

GS-AL - Attributes and Lens Loader
In this course, you will learn how to

• Set up attribute pricing
• Use the Lens Product Loader to download ophthalmic lenses
• Record and update product information
• Use the Product Maintenance window to update products and prices

You may find the Attributes recorded video tutorial and Lens Product Loader recorded video tutorials helpful prior to enrolling in this course. This course covers information in the "Setting Up Insurance Carriers & Plans" and "Maintaining Product & Service Information" chapters in the OfficeMate Administration User's Guide.
GO-AS - Using the Appointment Scheduler
In this course, you will learn how to

• Schedule new appointments
• Select and view various provider and resource schedules
• Cancel, move, and reschedule appointments
• Confirm appointments
• Schedule while a template is in use
• Understand how templates can be used in your office

You may find the Appointment Scheduler Functions recorded video tutorials helpful prior to enrolling in this course. This course covers information in the “Scheduling Appointments” chapter in the OfficeMate User's Guide.
GO-IV - Basic Inventory Management
In this course, you will learn how to

• Set up inventory preferences
• Manage quantity on-hand amounts using the adjustment feature
• Record and close inventory cycles
• Understand the inventory variance report

You may find the Inventory/Rx Order Setup recorded video tutorials and the Inventory Management recorded video tutorials helpful prior to enrolling in this course. This course covers the “Maintaining Inventory Information” chapter in the OfficeMate Administration User's Guide and OfficeMate User's Guide. GO-LO - Managing Your Lab Orders
In this course, you will learn how to

• View the lab order history
• Create an Rx order for spectacle and contact lenses
• Record and update order statuses
• Invoice orders

You may find the Optical - Dispensary recorded video tutorials helpful prior to enrolling in this course. This course covers information in the “Ordering & Tracking Prescriptions” chapter in the OfficeMate User's Guide.
GO-PF - Patient Financial Transactions
In this course, you will learn how to

• Post charges
• Record initial payments on fee slips
• Review patient charges on the Patient Ledger window
• Record payments on the Receipts & Adjustments window

You may find the Basic Financial Transactions recorded video tutorials helpful prior to enrolling in this course. This course covers information in the “Recording Receipts & Adjustments” and "Using the Patient Ledger" chapters in the OfficeMate Administration User's Guide and OfficeMate User's Guide.
GO-IF - Insurance Financial Transactions
In this course, you will learn how to

• Bill insurance carries for all fee slip line items
• Select insurance carriers for individual fee slip line items
• Select an insurance carrier and service date range
• Record insurance payments
• Apply payments to line items
• Transfer amounts to a patient or insurance carrier
• Write off an insurance balance by line or globally
• Apply unapplied amounts to insurance balances
• Transfer unapplied amounts to patients
• Record insurance chargebacks

You may find the Basic Financial Transactions recorded video tutorials and the Advanced Financial Transactions recorded video tutorials helpful prior to enrolling in this course. This course covers information in the “Recording Receipts & Adjustments” and "Using the Patient Ledger" chapters in the OfficeMate Administration User's Guide and OfficeMate User's Guide.
GO-CP - Claims Processing
In this course, you will learn how to

• Review required data for insurance claims
• Select claims
• Correct errors in claims
• Create and edit claims
• Upload and print claims

You may find the Claims Processing recorded video tutorials helpful prior to enrolling in this course. This course is 1.5 hours in duration and covers information in the “Processing Insurance Claims” chapter in the OfficeMate User's Guide.
GO-VSP - VSP Interface
In this course, you will learn how to

• Set up location maintenance, resources, and insurance information
• Add and map products to use with the VSP Interface
• Obtain member information, authorizations, and eligibility information
• Create Rx lab orders for VSP orders
• Submit insurance claims to VSP

You may find the VSP Interface Overview recorded video tutorials helpful prior to enrolling in this course. This course is 1.5 hours in duration and covers information in the “Setting Up & Using the VSP Interface” chapter in the OfficeMate Administration User's Guide and the "Using the VSP Interface" chapter in the OfficeMate User's Guide.
GS-EWT - ExamWRITER Templates
In this course, you will learn the purpose of templates and how to

• Use the Menu Editor and understand how it affects templates
• Create templates
• Edit templates
• Use templates in exams

You may find the Templates recorded video tutorial helpful prior to enrolling in this course. This course is covers information in the “Getting Started” chapter in the ExamWRITER User's Guide.
GO-EWP - ExamWRITER Pretesting
In this course, you will learn how to

• Set up preferences related to the pretesting categories
• Navigate from the Quick List and Control Center
• Open an examination chart
• Record pretesting documentation

You may find the ExamWRITER Pre-Test recorded video tutorials helpful prior to enrolling in this course. This course covers information in the “Getting Started,” "Recording Chief Complaint Information," and "Recording Patient Hx - ROS Information" chapters in the ExamWRITER User's Guide.
GO-EWR - ExamWRITER Refraction
In this course, you will learn how to

• Set up preferences related to the Vision category
• Use the Vision category to record additional  testing
• Create refraction and transmit lab orders for spectacles and contact lenses  
• Document binocular testing

You may find the Refraction recorded video tutorial helpful prior to enrolling in this course. This course covers information in the “Recording Vision/Rx Information” chapter in the ExamWRITER User's Guide.
GO-EWE - ExamWRITER Examination
In this course, you will learn how to

• Set up preferences related to the Examination category
• Document a patient examination
• Document  foundational patient exam data
• Document Patient Management
• Use ExamDRAW 

You may find the ExamWRITER Examination recorded video tutorials helpful prior to enrolling in this course. This course covers information in the “Recording Examination & Special Testing Information,” "Recording Surgery, Plan, & Management Information," and "Using ExamDRAW" chapters in the ExamWRITER User's Guide.

GO-EWC - ExamWRITER Completing the Exam
In this course, you will learn how to

• Set up preferences related to the completion categories
• Use the icons that pertain to completing the exam
• Manually and automatically code exams
• Differentiate between closing and finalizing an exam

You may find the ExamWRITER Completing the Exam recorded video tutorials helpful prior to enrolling in this course. This course covers information in the “Selecting Diagnosis & Procedure Codes,” “Finalizing Exams,” and “Printing EMRs” chapters in the ExamWRITER User's Guide.