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Instructor-Led Course Curriculum - OfficeMate Enterprise
The Training department offers live, online affordable courses for clients who want to focus on specific topics or modules in OfficeMate, ExamWRITER, and OfficeMate Enterprise. 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.
Enterprise 200-1: Check InThis course will teach you how to create and update a patient's demographic record; schedule, reschedule, and cancel appointments; and use the Patient Quick List. This course is approximately 1 hour in duration and covers the “Creating, Modifying, & Deleting Patient Records,” “Scheduling, Moving, & Canceling Appointments,” and “Using To Do, Quick Lists, & Internal Bulletins” chapters in the OfficeMate Enterprise User's Guide.
Post Training Task List
Assessment
This course will teach you how to create a fee slip for a patient and understand the relationship between products and fee slips. You will learn how to create fee slips, bill insurance, change and void fee slips, create charges from Rx orders, and post receipts. This course covers the “Creating & Recording Fee Slips” chapter in the OfficeMate Enterprise User's Guide.
Assessment
This course will teach you how to create Rx lab orders with and without ExamWRITER, update lab orders, create open charges to post on fee slips, and correctly select information and add-ons for frames and lenses. This course is approximately 1 hour in duration and covers the “Ordering & Tracking Prescriptions” chapter in the OfficeMate Enterprise User's Guide.
Assessment
This course will optimize your use of the OfficeMate Enterprise inventory tracking system and guide you through the steps necessary to process a physical inventory count. OfficeMate Enterprise's perpetual inventory system tracks all of the items that you have in stock and updates your inventory at each location when a product is purchased, sold, or returned. You will also learn how to use purchase orders to create effective reports. This course is approximately 1 hour in duration and covers the “Maintaining Inventory” chapter in the OfficeMate Enterprise User's Guide.
Post Training Task List
Assessment
This course will teach you how to process claims electronically through the third party processing module in OfficeMate Enterprise. You will learn about the benefits of using the third party processing module to automatically check your insurance claims for errors, complete required fields on the CMS 1500 form, correct errors, and process your claims electronically. This course is approximately 1 hour in duration and covers the “Processing Insurance Claims” chapter in the OfficeMate Enterprise User's Guide.
Post Training Task List
Assessment
This course will teach you how to print CMS 1500 forms in the third party processing module in OfficeMate Enterprise. You will learn how to process paper insurance claims, create a print image file for filing through VisionWeb, and about the benefits of using the third party processing module to manage all of your insurance claims. This course is approximately 1 hour in duration and covers the “Processing Insurance Claims” chapter in the OfficeMate Enterprise User's Guide.
Assessment
This course will instruct you on how to post patient and insurance payments, record adjustments, return and refund items, record adjustments from the Patient Ledger, and use the Receipt History window. This course is approximately 1 hour in duration and covers the “Recording Receipts & Adjustments” and “Using the Patient Ledger” chapters in the OfficeMate Enterprise User's Guide.
Assessment
This course will teach you how to add and remove available reports in OfficeMate Enterprise. We will also discuss the types of reports that are available. This course is approximately 1 hour in duration and covers the “Creating & Printing Reports, Statements, & Graphs” and “Printing Correspondences” chapters in the OfficeMate Enterprise User's Guide and OfficeMate Home Office User's Guide.
Assessment
This course will teach you how to properly set up the OfficeMate Enterprise VSP interface. You will learn how to map products manually as well as use the lens loader. You will also learn how to obtain VSP member eligibility and authorization information. In addition, you will learn how to create and record VSP lab orders, create and record fee slips, and submit insurance claims to Eyefinity through the VSP Third Party Processing window. This course is approximately 1 hour in duration and covers content in the OfficeMate VSP Interface Handbook.
Post Training Task List
Assessment
This course is available to all OfficeMate and OfficeMate Enterprise clients at no charge. If you recently purchased and implemented OfficeMate or OfficeMate Enterprise, please view the OfficeMate or OfficeMate Enterprise recorded video tutorials and attend the other OSSU courses before participating in this Q & A 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 and OfficeMate Enterprise clients at no charge. If you recently purchased and implemented OfficeMate or OfficeMate Enterprise, please view the OfficeMate or OfficeMate Enterprise recorded video tutorials and attend the other OSSU courses before participating in this Q & A 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 and OfficeMate Enterprise clients at no charge. If you recently purchased and implemented OfficeMate or OfficeMate Enterprise, please view the OfficeMate or OfficeMate Enterprise recorded video tutorials and attend the other OSSU courses before participating in this Q & A 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 and OfficeMate Enterprise clients at no charge. If you recently purchased and implemented OfficeMate or OfficeMate Enterprise, please view the OfficeMate or OfficeMate Enterprise recorded video tutorials and attend the other OSSU courses before participating in this Q & A 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 Enterprise clients at no charge. If you recently purchased and implemented OfficeMate or OfficeMate Enterprise, please view the OfficeMate or OfficeMate Enterprise recorded video tutorials and attend the other OSSU courses before participating in this Q & A 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 and OfficeMate Enterprise clients at no charge. If you recently purchased and implemented OfficeMate or OfficeMate Enterprise, please view the OfficeMate or OfficeMate Enterprise recorded video tutorials and attend the other OSSU courses before participating in this Q & A 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 and OfficeMate Enterprise clients at no charge. If you recently purchased and implemented OfficeMate or OfficeMate Enterprise, please view the OfficeMate or OfficeMate Enterprise recorded video tutorials and attend the other OSSU courses before participating in this Q & A course. When you register for the course, you will have the opportunity to submit three questions for discussion during the class.
