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Instructor-Led Course Curriculum - OfficeMate v9 & v10
The Training 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. The curriculum for OfficeMate v8 courses is posted here. |
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GS-AS - Setting Up the Scheduler
In this course, you will learn how to
- Select and view various provider and resource schedules
- Create service templates
- Create service groups
- Copy templates
In this course, you will learn how to
- Set up recalls
- Assign recall dates to patients
- Create recall letters
In this course, you will learn how to
- Add and modify procedure and diagnosis codes
- Add and modify place of service information
- Set up and modify power range selections
- Create attributes for product types
- Assign CPT codes, costs, and fees to attributes
- Set up insurance carriers and plans
Post Training Task List
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
Post Training Task List
In this course, you will learn how to
- Add and modify products
- Set up product details, attributes, and location inventories
- Select product types to modify
- Select and modify attributes
- Modify fees and costs
In this course, you will learn how to
- Set up product and inventory preferences
- Modify the quantity on hand amounts
Post Training Task List
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
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
In this course, you will learn how to
- Post charges
- Record initial payments on fee slips
- Bill insurance carries for all fee slip line items
- Select insurance carriers for individual fee slip line items
- Review patient charges
- Record payments on the Receipts & Adjustments window
- Select an insurance carrier and service date range
In this course, you will learn how to
- 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
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
OfficeMate 9.0 Setup Tips for GatewayEDI Users
OfficeMate 10.0 Setup Tips for GatewayEDI Users
In this course, you will learn how to
- 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
Post Training Task List
In this course, you will learn how to
- Create and receive purchase orders
- Understand the relationship between lab orders and inventory
- Set up location preferences
- Manage all aspects of inventory
- Record and close inventory cycles
- Understand the Inventory Variance report
Post Training Task List
This course is available to all OfficeMate clients at no charge. If you recently purchased and implemented OfficeMate, you may find the Billing series recorded video tutorials and the GO-PF and GO-IF courses helpful before participating in this course. When you register for the course, you will have the opportunity to submit three questions for discussion during the class.
This course is available to all OfficeMate clients at no charge. If you recently purchased and implemented OfficeMate, you may find the Third Party Processing recorded video tutorial and the GO-CP course helpful before participating in this course. When you register for the course, you will have the opportunity to submit three questions for discussion during the class.
This course is available to all OfficeMate clients at no charge. If you recently purchased and implemented OfficeMate, you may find the VSP Interface series recorded video tutorials and the GO-VSP course helpful before participating in this course. When you register for the course, you will have the opportunity to submit three questions for discussion during the class.
This course is available to all OfficeMate clients at no charge. If you recently purchased and implemented OfficeMate, you may find the Optical series recorded video tutorials and the GO-IV course helpful before participating in this course. When you register for the course, you will have the opportunity to submit three questions for discussion during the class.
This course is available to all OfficeMate clients at no charge. If you recently purchased and implemented OfficeMate, you may find the Appointment Scheduler Setup recorded video tutorial; the applicable Front Desk series recorded video tutorials; and the GS-AS, GS-RE, and GO-AS courses helpful before participating in this course. When you register for the course, you will have the opportunity to submit three questions for discussion during the class.
This course is available to all OfficeMate clients at no charge. If you recently purchased and implemented OfficeMate, you may find the Administrative/Reporting recorded video tutorials and Optical series recorded video tutorials and the GS-IV and GO-IV courses helpful before participating in this course. When you register for the course, you will have the opportunity to submit three questions for discussion during the class.
This course is available to all OfficeMate clients at no charge. If you recently purchased and implemented OfficeMate, you may find the Discount and Package Setup video tutorial and the Discounts and Line Additional Data recorded video tutorial helpful before participating in this course When you register for the course, you will have the opportunity to submit three questions for discussion during the class. This course is 30 minutes in duration.
This course is available to all OfficeMate clients at no charge. If you recently purchased and implemented OfficeMate, You may find the Setting Up and Maintaining Security recorded video tutorial helpful prior to enrolling in this course. When you register for the course, you will have the opportunity to submit three questions for discussion during the class.
