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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 clients; view these informative and educational videos if you are a new employee at a practice, to refresh your OfficeMate knowledge, and for reference when you need help answering a question about OfficeMate. Our OSSU trainers keep these videos up-to-date with the latest OfficeMate 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:

OSSU 100 Tutorials: Setting Up OfficeMate

Title Length
OSSU 102 Customizing OfficeMate *NEW*
102-A Customizing List Box Selections
102-B Customizing Diagnosis Codes
102-C Customizing Zip Code Short Cuts
102-D Customizing Recalls
102-E Customizing Service Agreements & the Duplication of Fees
102-F Customizing Procedure Codes
102-G Customizing Marketing Information
15:04
OSSU 103 Setting Up Business Name Information *NEW*
 103-A Setting Up Business Name Information
103-B Setting Up Provider & Staff Information
103-C Setting Up Vendor Information
103-D Setting Up Place of Service Information
103-E Setting Up Referring Doctor Information
103-F Setting Up Insurance Information
10:08
OSSU 104 Setting Up Preferences *NEW*
104-A Setting Up Patient Preferences
104-B Setting Up Other Preferences
104-C Setting Up Label Printer Preferences
104-D Setting Up One Click Document Preferences
104-E Setting Up Statement Preferences
104-F Setting Up CMS 1500 Preferences
13:22
OSSU 105 Setting Up Products & Services *NEW*
105-A Setting Up Accessories
105-B Setting Up Contact Lenses
105-C Manually Setting Up Frames
105-C Using the FRAMES CD (FrameMate)
105-D Setting Up Lens Treatments
105-E Setting Up Ophthalmic Lenses
105-F Setting Up Other Products
105-G Setting Up Plano Sunglasses
105-H Setting Up Ready Readers
105-I Setting Up Services
47:33
OSSU 106 Setting Up the Appointment Scheduler *NEW*
 106-A Setting Up Office Hours & Services
106-B Setting Up Providers and Providers Hours
106-C Setting Up Provider Exceptions
106-D Setting Up Service & Insurance Reminders
106-E Setting Up Preferences
16:26
OSSU 107 Maintaining Documents *NEW*
107-A Creating Letters
107-B Creating Postcards
5:57
OSSU 108 Setting Up Fee Schedules & Special Pricing *NEW*
108-A Setting Up Fee Schedules
108-B Setting Up Special Pricing
5:09
OSSU 111 Setting Up Security *NEW*
111-A Setting Up Security for OfficeMate
3:52

 

OSSU 200 Tutorials: OfficeMate for Front Desk Staff

Title Length
OSSU 201 Scheduling Appointments *NEW*
201-A Scheduling Appointments
201-B Canceling & Rescheduling Appointments
201-C Confirming Appointments
9:33
OSSU 202 Checking In Patients *NEW*
 202-A Navigating/Using the Quick List
202-B Entering Guarantor Information
202-C Recording Demographic Information
202-D Recording Insurance Recording
202-E Recording Marketing Information & Notes
202-F Recording Recalls, Financial Information, & Correspondence Hx
202-G Attaching HIPAAMate/eDocuments to Patient Records
202-H Assigning Letters to Patients
20:30
OSSU 203 Checking Out Patients *NEW*
 203-A Posting Open Charges
203-B Posting Charges Manually
203-C Recording Discounts & Line Additional Data
203-D Billing Items by Line
203-E Recording Patient Payments
29:08

 

OSSU 300 Tutorials: OfficeMate for Opticians

Title Length
OSSU 301 Creating Rx Orders *NEW*
301-A Creating Eyewear Orders Sent from ExamWRITER
301-B Creating Eyewear Orders without ExamWRITER
301-C Creating Eyewear Redo Orders
301-D Creating Contact Lens Orders Sent from ExamWRITER
301-E Creating Contact Lens Orders without ExamWRITER
24:11
OSSU 302 Tracking Rx Orders & Lab Orders *NEW*
 302-A Tracking Orders
302-B Creating Lab Orders
8:17
OSSU 303 Maintaining Inventory *NEW*
 303-A Setting Up Products
303-B Recording Adjustments
303-C Recording Physical Count without Scanner
303-D Recording Physical Count with Scanner
303-E Recording Purchase Orders
36:03
OSSU 304 Transmitting Lab Orders Through VisionWeb *NEW*
304-A Transmitting Lenses & Frames
304-B Transmitting Contacts Lenses
14:31

 

OSSU 400 Tutorials: OfficeMate for Billing Staff

Title Length
OSSU 401 Receipts *NEW*
401-A Receiving Patient Payments
401-B Adjusting Patient Receipts
401-C Handling Unapplied Patient Amounts
401-D Receiving Insurance Payments
401-E Adjusting Insurance Receipts
401-F Handling Unapplied Insurance Amounts
401-G Recording Insurance Chargebacks
33:16
OSSU 402 Using Patient Ledger *NEW*
 402-A Viewing the Ledger
402-B Returning Products
9:26
OSSU 403 Third Party Processing for Paper Claims *NEW*
17:31
OSSU 404 Third Party Processing for GatewayEDI Clients *NEW*
20:24
OSSU 405 Third Party Processing for VisionWeb Clients/Print Image *NEW*
17:07
OSSU 406 Third Party Processing for McKesson Clients *NEW*
 406-A Setting Up OfficeMate to use McKesson (Java/Infoexchange.prop/Carrier Maintenance)
406-B Submitting Claims to Mckesson
23:02
OSSU 407 McKesson Reports *NEW*
9:06

 

OSSU 500 Tutorials: OfficeMate for Administrators

Title Length
OSSU 501 General Reports *NEW*
 501-A Overview of Reports
501-B Recommended Financial Reports
501-C Recommended Daily Reports
501-D Recommended Weekly Reports
501-E Recommended Monthly Reports
501-F Creating On Demand Reports
501-G Reconciling Reports
501-H Creating Inventory Reports
501-I Creating Lists & Set Up Listing Reports
501-J Creating Recall & Scheduler Reports
501-K Creating Patient Demographic/Documents Reports
501-L Creating Production/Product Sales Reports
28:02
OSSU 502 Process & Analysis Reports *NEW*
502-A Creating Internal Marketing Reports
502-B Creating Statements
502-C Creating Graphs & Business Analysis Reports
6:10
OSSU 503 Processing Documents *NEW*
 503-A Processing Recalls
503-B Processing Patient Demographic Assigned Letters
503-C Processing Delinquent
503-D Processing Service Agreements
10:27
OSSU 504 Scanning Documents *NEW*
504-A Scanning for the HIPAAMate Tab
504-B Scanning for the eDocuments Tab
5:35

 

OSSU 800 Tutorials: OfficeMate VSP Interface

Title Length
OSSU 801 Setting Up the OfficeMate VSP Interface *NEW*
 801-A Recording VSP Information on the Business Names Tab
801-B Downloading VSP Lists
801-C Mapping Products
801-D Adding Products
17:25
OSSU 802 Using the OfficeMate VSP Interface *NEW*
 802-A Obtaining Member Authorization & Eligibility
802-B Using VSP Functions in Rx Lab Orders
8:27
OSSU 803 Processing Insurance Claims with the OfficeMate VSP Interface *NEW*
6:10

 

How-To Tutorials

Title Length
Getting Help *NEW* 
6:33

 

RLISYS to OfficeMate Database Conversion

Title Length
RLISYS to OfficeMate Database Conversion *Updated*
15:00

 

What's New Tutorials

Title Length
OfficeMate 7.4 Enhancements *NEW*
2:17
OfficeMate 7.2 Enhancements
7:29
OfficeMate 7.0 Enhancements
9:12

For a schedule of live, online training, visit the OSSU Course Schedule page.