eWebExtra OfficeMate Integration User`s Guide

eWebExtra OfficeMate Integration User`s Guide

Contents

Chapter 1

Chapter 2

Chapter 3

Chapter 4

Index

1 Getting Started

1 eWebExtra OfficeMate Integration Overview

1 Software Requirements

2 Opening the OfficeMate Integration Home

7

Setting Up the eWebExtra OfficeMate Integration

7 eWebExtra OfficeMate Integration Setup Overview

8 Connecting the Patient Info Inbox to OfficeMate

8

11

Installing the Schedule Sync Application

Installing the Patient Info Inbox

13

15

Connecting the Patient Info Inbox to OfficeMate

Opening the OfficeMate Integration Home from the Patient Info

Inbox

16 Setting Up the Standard Schedule and Patient Forms

18 Completing the Advanced Settings

18

20

Setting Up Practice Locations

Setting Up Reasons for Visit

23

27

36

Setting Up Insurance Carrier Schedule Categories

Setting Up and Assigning Schedule Templates

Setting Up E-mail Notification Addresses

40

41

42

43

37 Processing Online Appointment Requests and Patient History

Forms

37 Patient Info Inbox Overview

37 Processing Appointment Requests

39 Processing Patient History Forms

Patient Matching Overview

Searching for a Patient Match

Creating a New Patient

Reviewing Patient Forms

47 Getting Support

47 Phone Support

47 Online Support

49

®

eWebExtra OfficeMate Integration User’s Guide

iii

Contents

iv

eWebExtra OfficeMate Integration User’s Guide

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