Officemate Training 1
How to complete this training:
- Pick any 3 patients from our current database and transfer the demographics data into Officemate. Transfer as much matching data as possible including the “chart number” into the appropriate fields in Officemate. Make a note of the chart number.
- Schedule an appointment for this week for one of the 3 patients you created in the step above.
- Schedule an appointment for yourself as a new user. This patient’s first name should be “your” first name and last name should be “training”.
Objectives:
1. Learn how to create a patient demographics record.
2. Learn how to schedule appointments for existing patients.
3. Learn how to schedule appointment for new patients.
Resources for:
1. Creating a patient demographic record: Click Here
2. Scheduling appointment for existing patient: Click Here
3. Scheduling appointment for a new patient: Click Here
Note: Communicate chart numbers and questions to Tadeu.
How to create a patient demographic record.
How to schedule appointments.
1. Scheduling and appointment for an existing patient.
2. Scheduling and appointment for a new patient.