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Index
Symbols
* (asterisk)
,
A
add-in programs
,
API Access Key configuring locating
,
,
appointment requests processing
,
C
Customer Care team e-mail address phone number
,
,
E
e-mail addresses
,
e-mail support
,
eWebExtra OfficeMate Integration overview
, setting up
,
I
insurance carriers adding to schedule template schedule categories setting up
,
,
,
N
new patient creating
,
®
O
OfficeMate add-in programs
,
online support
,
overview eWebExtra OfficeMate Integration eWebExtra OfficeMate Integration setup
Patient Info Inbox patient matching
,
,
,
,
P
patient forms creating new patient from demographics eDocuments insurance information matching with patient
,
processing
,
,
,
,
,
, reviewing social security number
,
,
Patient Info Inbox
* (asterisk) installing opening overview
, opening Patient Info Manager
,
,
,
patient forms
always on top folder location
,
,
,
appointment requests
,
configuring API Access Key configuring Practice ID
, connecting to OfficeMate processing patient forms
,
,
,
,
Patient Info Manager opening
,
opening from Patient Info Inbox
,
patient matching
,
eWebExtra OfficeMate Integration User’s Guide
49
Index
Practice ID configuring locating
,
,
practice locations display names setting up time zones
,
,
,
Provider and Location Schedules page opening
,
providers and locations assigning schedule templates uploading from OfficeMate
,
,
publish schedule templates
,
R
Reasons for Visit adding to schedule template setting up
,
,
S
schedule categories assigning to insurance carriers understanding
,
,
Schedule Sync application folder location installing
,
,
schedule templates assigning to providers and locations creating new insurance carriers
,
,
,
,
,
insurance carriers schedule modifying publishing
Reasons for Visit
,
Reasons for Visit Schedule unpublishing
,
,
,
software requirements
,
support e-mail online
,
,
U
unpublish schedule templates
,
50
eWebExtra OfficeMate Integration User’s Guide
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Table of contents
- 3 Contents
- 5 Getting Started
- 5 eWebExtra OfficeMate Integration Overview
- 5 Software Requirements
- 6 Opening the OfficeMate Integration Home
- 11 Setting Up the eWebExtra OfficeMate Integration
- 11 eWebExtra OfficeMate Integration Setup Overview
- 12 Connecting the Patient Info Inbox to OfficeMate
- 12 Installing the Schedule Sync Application
- 15 Installing the Patient Info Inbox
- 17 Connecting the Patient Info Inbox to OfficeMate
- 19 Opening the OfficeMate Integration Home from the Patient Info Inbox
- 20 Setting Up the Standard Schedule and Patient Forms
- 22 Completing the Advanced Settings
- 22 Setting Up Practice Locations
- 24 Setting Up Reasons for Visit
- 27 Setting Up Insurance Carrier Schedule Categories
- 27 Understanding Insurance Carrier Schedule Categories
- 27 Assigning Schedule Categories to Insurance Carriers
- 31 Setting Up and Assigning Schedule Templates
- 31 Opening the Provider and Location Schedules Page
- 31 Assigning and Publishing Schedule Templates
- 33 Creating a New Schedule Template
- 34 Modifying an Existing Schedule Template
- 40 Setting Up E-mail Notification Addresses
- 41 Processing Online Appointment Requests and Patient History Forms
- 41 Patient Info Inbox Overview
- 41 Processing Appointment Requests
- 43 Processing Patient History Forms
- 44 Patient Matching Overview
- 45 Searching for a Patient Match
- 46 Creating a New Patient
- 47 Reviewing Patient Forms
- 51 Getting Support
- 51 Phone Support
- 51 Online Support
- 53 Index
- 53 Symbols
- 53 A
- 53 C
- 53 E
- 53 I
- 53 N
- 53 O
- 53 P
- 54 R
- 54 S
- 54 U