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OfficeMate Training Videos

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Course Content

Scheduling Patients
Welcome to Scheduler Training
Navigating the Scheduler
Navigating the Demographics Tab
Blocking Appointment Times with Exceptions
Scheduling Established Patients
Scheduling New Patients
Confirming Appointments
Scheduling Patient Appointments with Insurance
Running Scheduler Reports
Checking Patients In
Welcome to Check-In Training
Navigating the Patient Center
Recording Patient Demographics
Managing Patient Insurance
Documenting HIPAA Consents, Authorizations, and Disclosures
Checking Patients Out
Welcome To Check Out Training
Navigating Fee Slips
Editing Fee Slips
Navigating Patient Receipts
Processing Returns and Refunds
USING THE PATIENT LEDGER
Navigating the Patient Ledger
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