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OfficeMate Enterprise Online Training
All of our iTrain online tutorials have been completely reformatted with new content and helpful navigation features. These tutorials are not just for new OfficeMate Enterprise clients; view these informative and educational videos if you are a new employee at a practice, to refresh your OfficeMate Enterprise knowledge, and for reference when you need help answering a question about OfficeMate Enterprise. Our OSSU trainers keep these videos up-to-date with the latest OfficeMate Enterprise features at all times.
Click on a link below to open a new window and view an iTrain tutorial video. Depending on your Internet connection speed, the video may take a few moments to fully load. These tutorials do not have to be viewed linearly; after the video is fully loaded, use the table of contents in the panel on the left side of the video window to skip to specific sections in the video that you want to view. Your Internet browser must have the latest version of the Adobe Flash Player installed in order to play the iTrain videos. To install the Adobe Flash Player, click here. iTrain tutorials work best with a screen resolution of 1024 x 768 or higher.
The following iTrain tutorials are available on this Web page:
- Converting from OfficeMate to OfficeMate Enterprise
- OSSU 1002 Tutorials: Location Maintenance
- OSSU 1003 Tutorials: Business Names
- OSSU 1004 Tutorials: Vendor Maintenance
- OSSU 1005 Tutorials: Customization
- OSSU 1006 Tutorials: Setting Up Security
- OSSU 1007 Tutorials: Preferences
- OSSU 1008 Tutorials: Product Set Up
- OSSU 1009 Tutorials: Sales Tax Codes
- OSSU 1010 Tutorials: Products and Services
- OSSU 1011 Tutorials: Appointment Scheduler
Converting from OfficeMate to OfficeMate Enterprise
| Title | Length |
|---|---|
| Converting from OfficeMate to OfficeMate Enterprise: The Differences Between the Programs *NEW* | 18:46 |
OSSU 1002 Tutorials: Location Maintenance
| Title | Length |
|---|---|
| OSSU 1002 Location Maintenance *NEW* OSSU 1002-A Home Office OSSU 1002-B Other Locations |
5:13 |
OSSU 1003 Tutorials: Business Names
| Title | Length |
|---|---|
| OSSU 1003 Business Names *NEW* 1003-A Business Names Tab 1003-B Provider/Staff Tab 1003-C Place of Service 1003-D Referring Doctor 1003-E Insurance Tab 1003-F Resource Tab |
13:11 |
OSSU 1004 Tutorials: Vendor Maintenance
| Title | Length |
|---|---|
| OSSU 1004 Vendor Maintenance *NEW* 1004-A Vendor Tab 1004-B Store Settings Tab 1004-C Lab Settings Tab 1004-E Lab Store Settings Tab |
1:56 |
OSSU 1005 Tutorials: Customization
| Title | Length |
|---|---|
| OSSU 1005 Customization *NEW* 1005-A List Box Selections 1005-B Diagnosis Codes 1005-C Zip Code Shortcuts 1005-D Recall Tab 1005-E Service Agreements 1005-F Procedure Codes 1005-G Marketing |
13:46 |
OSSU 1006 Tutorials: Setting Up Security
| Title | Length |
|---|---|
| OSSU 1006 Setting Up Security *NEW* 1006-A Security Access 1006-B ExamWRITER 1006-C Other ExamWRITER Options |
3:51 |
OSSU 1007 Tutorials: Preferences
| Title | Length |
|---|---|
| OSSU 1007 Preferences *NEW* 1007-A Patient Tab 1007-B Other Tab 1007-C Label Printer Tab 1007-D One Click Tab 1007-E Statements Tab 1007-F CMS Tab 1007-G Location Tab |
16:13 |
OSSU 1008 Tutorials: Product Set Up
| Title | Length |
|---|---|
| OSSU 1008 Product Set Up *NEW* 1008-A Product Type 1008-B Preferences 1008-C Mass Change 1008-D Commission Class |
9:25 |
OSSU 1009 Tutorials: Sales Tax Codes
| Title | Length |
|---|---|
| OSSU 1009 Sales Tax Codes *NEW* 1009-A Set Up Sales Tax Codes |
1:40 |
OSSU 1010 Tutorials: Products and Services
| Title | Length |
|---|---|
| OSSU 1010 Products and Services *NEW* 1010-A Accessories 1010-B Contact Lenses 1010-C Frames 1010-D Lens Treatments/Other 1010-E Ophthalmic Lenses 1010-F PL Sun/Readers 1010-G Services |
44:23 |
OSSU 1011 Tutorials: Appointment Scheduler
| Title | Length |
|---|---|
| OSSU 1011 Appointment Scheduler Setup *NEW* 1011-A Preferences 1011-B Services 1011-C Hours 1011-D Reminders 1011-E Providers/Resources 1011-F Icons 1011-G Exceptions |
11:25 |
Using the Appointment Scheduler *NEW* | 18:36 |

