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Where can I record a patient's prior authorization number on the CMS 1500 form and in OfficeMate?

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Abstract:

Box 23 on the CMS 1500 form is designated for prior authorization numbers.

If you are using OfficeMate 12.0.2 and below, you will have to manually type the patient's prior authorization number in box 23 on the CMS 1500 form before submitting the claim.

If you are using OfficeMate 12.0.3 and above, click the Addl Info button in the top right corner of the CMS 1500 form, select the Authorization Number radio button, manually type the patient's prior authorization number in the Number text box, and click OK before submitting the claim.


How can I find a claim in Billing History?

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Abstract:

You can view a claim in Billing History in the following ways:

  • Click the Billing History icon in the Third Party Processing window to view the date the claims were created. You can also search for claims by patient name, fee slip number, and status.
  • Open a patient's Demographic window, click the Correspondence Hx tab, select CMSPrinting from the Correspondence Type drop-down menu, and click Display to view the date claims for this patient were created.
  • Create the Insurance Aging report from the Reports & Statements window and view the last billed dates on the report.

Notes:

  • If an insurance carrier was not recorded on a fee slip, then add it, re-record the fee slip, and update the claim and notes so that you can then submit and find the claim in the Third Party Processing window.
  • Ensure that the claim settings for the insurance carrier and plan are properly set up in OfficeMate Administration (Setup>Insurance Setup>select an insurance carrier>InsuranceCarrier>Plan). Also, ensure that you are including all non-covered items on claims.
  • If you are searching for Medicare claims filed using the ANSI 5010A format, ensure that the secondary policy type for the Medicare insurance carrier/plan is Medicare in OfficeMate Administration (Setup>Insurance Setup>select an insurance carrier>InsuranceCarrier).
  • If you cannot find a submitted claim in OfficeMate, call Customer Care at 1.800.942.5353.

Diagnosis Codes in OfficeMate & ExamWRITER

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Occasionally, an update to OfficeMate/ExamWRITER includes the most recent diagnosis codes. Check the enhancements document, which can be found under the Help menu by selecting What's New, for information about any codes that are added. None of your current diagnosis codes are overwritten; only new codes are added. If you need to add or update diagnosis codes manually, follow the instructions below:

In OfficeMate

  1. From the OfficeMate Administration main window, click Setup and select Third Party Setup.
    Note: If you are using ExamWRITER as a standalone application, open ExamWRITER Administration.
  2. Click the Diagnosis Codes tab.
  3. Click

Using the Change .INI Utility

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Abstract:

The OfficeMate Change .INI Utility changes updates your Omate32.ini file’s data directory.

If you are using a Microsoft Access database with the OfficeMate Suite, read the instructions in the Using the Change INI Utility with Access Database.pdf document attached to this article to use the utility.

If you are using a Microsoft SQL database with the OfficeMate Suite, read the instructions in the Using the Change INI Utility with SQL Database.pdf document attached to this article to use the utility.

To determine your database type (Microsoft Access or SQL), perform the following steps:

1.Open OfficeMate or ExamWRITER.

2.Click Help

How do I move products from one Product Type to another?

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Abstract:

You can use the Move Products Utility to move products from one Product Type to another. To use this utility, follow the instructions below:

  1. Close OfficeMate and all other applications on all computers. Note that because you must close all OfficeMate programs before running this utility, we recommend running the utility during nonbusiness hours.
  2. Back up your data!
  3. If you do not have an OMATE32/Utilities folder (for OfficeMate) or OfficeMate/Utilities folder (for OfficeMate Enterprise) folder on your computer, read the related article below for instructions on how to download the utilities.
  4. Navigate to your OMATE32/Utilities folder (for OfficeMate) or OfficeMate/Utilities folder (for OfficeMate Enterprise).
  5. Double-click MoveProd.exe.
  6. Ensure that you have backed up your data and click Yes.
  7. Find the products and services for which you want to change product types and select new product types from the drop-down menu under the Move to Product Type column.
    Note: Click Print to print a list of the products and services that are displayed in the table. If you have a large quantity of products and services to move, you might find that reviewing the printed list will help you select the correct products and services to move.
  8. Click Move after you have finished selecting new product types for all the products and services that you want to move.
  9. Click OK.
  10. If you want to move additional products, click Yes; otherwise, click No.

After you have finished moving products from one Product Type to another, you can resume using the OfficeMate Suite or OfficeMate Enterprise.

How can I remove inactive items from the Product Add-Ons list on the Rx/Orders window?

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Abstract:

To remove inactive items from the Product Add-Ons list, follow these steps:

  1. In the OfficeMate main window, click the Products icon.
  2. Select Products and Services.
  3. Select the type from the Product Type drop-down menu.
  4. Search for the product.
  5. Double-click the product in the list of results.
  6. Click the Products tab.
  7. From the Frame and Lens Add-On Type section, select the None radio button.
  8. Select the Inactive check box.
  9. Click Save and select Save and Exit.

The item no longer appears in the Product Add-Ons list.

OfficeMate/ExamWRITER Support for Windows 10

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Abstract:

OfficeMate/ExamWRITER 12.0 and later is supported on Windows 10. Refer to the System Requirements page for a list of supported operating systems.

Microsoft released its latest operating system, Windows 10, on July 29, 2015. Additionally, Microsoft has announced free upgrades for qualifying Windows 7 and 8 systems for one year (through July 29, 2016). For more information about this free upgrade offer, click here.

Refer to the following guidelines as you deliberate upgrading to Windows 10 in your practice.

Thinking of Making the Move to Windows 10? Make a Plan First

How do I print my list of vendors?

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Abstract: To print a list of your vendors, open the Reports & Statements window and print the Vendor Listing report.

How do I transfer the price of a frame from the dispensary to the checkout desk?

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Abstract: In order to properly price the frames that you are transferring into OfficeMate from FrameMate, you must calculate the fees in FrameMate. For information on calculating fees, see the "Using FrameMate" chapter in the OfficeMate User's Guide.

Which FRAMES Data CD/source should I use with FrameMate?

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Abstract:

For the most up-to-date frame information, use the monthly SPEX UPC CD or On Demand electronic download rather than the FRAMES Data Quarterly CD to load frame information into OfficeMate. The SPEX UPC CD and On Demand electronic download is slightly more expensive than the Quarterly CD, but it is updated monthly instead of quarterly.

For more information refer to the "Using FrameMate" chapter of the OfficeMate User's Guide or the OfficeMate Home Office User's Guide, which is available from the Help menu within OfficeMate and OfficeMate Home Office.

Reports Do Not Export to PDF (Crystal Report Viewer Error)

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Abstract:

Issue: You receive a Crystal Report Viewer error ("Failed to export the report.") when attempting to export OfficeMate reports to a PDF.

Resolution: This error is caused by the KB3102429 Windows update on 64-bit systems, which in turn causes issues with Crystal Reports. Uninstall this update to resolve the error.   

Why don't all of the diagnosis codes from the fee slip appear on my CMS 1500 claim form?

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Abstract:

The diagnosis codes recorded on a fee slip (up to 12 codes) will appear in box 21 on the CMS 1500 form.

In box 24E on the CMS 1500 form, the diagnosis pointer (A B C D or any combination of these letters) referencing the line number(s) from box 21 will appear. You should reference the primary diagnosis code first, then the secondary diagnosis code, and so on.

Because multiple ICD-10 codes can be associated with one procedure code, in OfficeMate 12.0.3 SP4 and below, you may need to manually record additional diagnosis pointers in box 24E to ensure that the procedure codes in box 24D have all of the necessary diagnosis codes from box 21 associated to them. In OfficeMate 12.0.3 SP4 and below, only one diagnosis pointer is automatically recorded on the CMS 1500 form for each procedure code on the fee slip. In OfficeMate 12.0.3 SP5 and above, all of the diagnosis pointers will automatically populate in box 24E for each procedure code on the fee slip.

Recording all appropriate diagnosis pointers (up to four) in box 24E will ensure that your claims are complete.

Items in the Customization Window That Can Be Modified

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Abstract:

The following list box items can be modified in the Customization window in OfficeMate Home Office/Administration:

  • Adjustment Type
  • City
  • Communication Preference
  • Contact Lens Blend
  • Contact Lens Category
  • Contact Lens Disinfecting Regiment

Error 75

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Abstract:

Error 75 indicates that the OfficeMate or OfficeMate Enterprise software cannot read the data because of a Windows permission setting. Perform the following steps to correct the permissions issue:

  1. Log into Windows as a local admin.
  2. Set the Sharing permissions for Server:\OfficeMate\DATA (OfficeMate Enterprise users) or Server:\OMATE32\DATA (OfficeMate users) to Full Control for everyone.
  3. Set the NTFS Security permissions for Server:\OfficeMate (OfficeMate Enterprise users) or Server:\OMATE32\DATA (OfficeMate users) so that users can Read & Execute, List Folder Contents, Read, Modify, and Write.
  4. Set the NTFS Security permissions for Server:\Program Files\3D-Eye (if applicable) so that users can Read & Execute, List Folder Contents, Read, and Write.
  5. Set the Security permissions for C:\Windows\Omate32.ini file so that users can List & Execute, Write, and Read.
  6. Set the Security permissions for C:\Windows so that users can Read & Execute, List Folder Contents, Read, Modify, and Write.

Print this knowledge base article for OfficeMate specific details and then, for more information on sharing folders and setting security permissions, go to our "Sharing Folders" document online at http://www.officemate.net/pdfs/Sharing%20Folders.pdf.

Optos Capture/Review Not Responding

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If you are using the Optos equipment interface with ExamWRITER 11.1, 11.2, or 12.0.2, the Capture and Review programs may be unresponsive. You must exit Optos Capture/Reivew in order to return to an exam in ExamWRITER after capturing/reviewing images with Optos. You may be unable to have both Optos Capture/Review and ExamWRITER open at the same time.

To resolve this issue, perform the following steps:

  1. Ensure that you are using OfficeMate/ExamWRITER 12.0.
  2. Download the Optos.dll file [click here to download].
  3. If you are asked whether you want to open or save the file, click Save.
  4. Save the Optos.dll file to the OfficeMate Updates folder on your network. If you don't have an OfficeMate Updates folder, create one on your network where all your computers can access it.
  5. On each computer that you use the Optos equipment interface, perform the following steps:
    1. Close OfficeMate and ExamWRITER.
    2. Copy the Optos.dll file to the C:/OfficeMate or C:/OMATE32 folder.
    3. If you are asked if you want to replace the existing file, click Yes.
    4. Double-click the ~RegAllOME_DLLs.bat file located in the C:/OfficeMate or C:/OMATE32 folder
      The new Optos.dll is registered. You will now be able to launch the Optos Capture and Review programs from ExamWRITER.

The updated DLL is included with OfficeMate/ExamWRITER 12.0.3 SP5.


Error 217833

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Issue: If you receive Error 217833, it is most likely because you have an apostrophe in a field name or too many characters in a field name.

Resolution: Remove the apostrophe or reduce the number of characters in the field name to remove the error message.

Some specific instances of error 217833 occurring are listed below, along with resolutions for fixing them by modifying the field name.

Procedure: fun_AddToQuickList
The Initial text box on a patient's Demographics window may have an apostrophe or more than one character. The Initial field should only have one letter. The Phone Number text box on a patient's Demographic window may also have an apostrophe.

  1. Open the C:\Officemate folder.
  2. Double-click OMEScheduler.exe to open the Appointment Scheduler.
  3. Open the Demographics window for each patient that is scheduled for an appointment today.
  4. Review the Initial text box for each patient. Make sure that there is only one letter in this field, and delete any apostrophes or additional characters in this text box.
  5. Review the Phone Number text box for each patient. Delete any apostrophes in this text box.
  6. After reviewing the Initial and Phone Number text boxes for each of today's patients, close the Scheduler.
  7. Open OfficeMate. If you are still receiving Error 217833, contact Customer Care at 800.942.5353.

Procedure: fun_iSaveAttribute
The attribute description for the 4175F procedure code may have too many characters.

  1. Open OfficeMate Administration.
  2. Click Setup and select Third Party Setup.
  3. Click the Procedure Codes tab.
  4. Find the 4147F procedure code and remove the word "achieved" from the

Electronic Prescribing Controlled Substances (EPCS) in ExamWRITER

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Abstract: You can now legally prescribe Schedule II–V controlled substances electronically in all 50 states. In fact, New York State’s I-STOP law requires all controlled substances be e-prescribed starting March 27, 2016. Other states are expected to adopt similar laws in the future. EPCS is intended to protect your patients as well as your practice by discouraging doctor-shopping, preventing drug abuse, eliminating stolen and altered prescriptions, and providing an auditable record of prescriptions.

While ExamWRITER’s ePrescribing interface is capable of EPCS, you must undergo an authentication process before you’re able to prescribe controlled substances. You should begin the registration process at least two weeks before you’re required to use EPCS.

Note: If you have a fraud alert message on file with a credit reporting agency, you must remove the fraud alert message. Usually this request must be made in writing and could take weeks to process. Contact the credit reporting agency that initiated the fraud alert. You may restore your fraud alert after you have verified your identity through Experian. If you recently changed your name or if you’ve been the victim of identity theft, you may be required to provide physical documentation of your identity.

Understanding the Registration Process

The registration process may take up to two weeks. The individual steps don’t take much time, but you can’t complete them in one sitting. Here’s an overview of the process:
  1. Request EPCS access from Eyefinity. Eyefinity will process your request with DrFirst. DrFirst will mail your security token.
  2. Verify your identity. You’ll need a personal credit card, home address and knowledge of your credit history to verify your identity.
  3. Set up two-factor authentication. You’ll need the physical security token from DrFirst, or you’ll need to download the smartphone app.
  4. Log in for the first

Why do 2014 Edition meaningful use and clinical quality reports produce unexpected results?

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If your meaningful use and clinical quality measure numbers are producing unexpected results, perform the following steps:

  1. Ensure you're running the correct report.
    We added several permutations of the CMS Meaningful Use Reporting and CMS Quality Reporting windows to accommodate the complexities of the EHR Incentive Programs. These windows look very similar to each other. Check the window titlebar to ensure you're in the correct stage (Stage 1 or Stage 2) and the correct edition (2011 Edition or 2014 Edition). Reporting criteria change from edition to edition.
  2. Ensure your reporting dates do not precede the date you installed OfficeMate/ExamWRITER 11.1.
    You may attest to only three months of meaningful use in 2014. You must have had OfficeMate/ExamWRITER v11.1 installed during your entire reporting period. If you run the Stage 2 or 2014 CQM report and include dates prior to your installation of v11.1, your numbers will not be correct.
  3. Ensure you're running the latest version of OfficeMate/ExamWRITER and that you have installed the latest service pack.
    Version and service pack updates often include reporting enhancements and refinements. Check MyInstallCenter to update your software to take advantage of these changes.
  4. Follow the instructions outlined in the Achieving Meaningful Use documents and training videos to ensure you are meeting the measure requirements.
    Stage 1: Meaningful Use Starter Kit
    Stage 2: Meaningful Use Stage 2 Resource Center

OfficeMate Setup Tips for McKesson Users

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If you are a McKesson user, see the attached PDFs for tips on setting up OfficeMate v7/v8, v10, and v12. The purpose of these documents are to help ensure that your correct NPI and legacy ID numbers are set up in OfficeMate.

OfficeMate Setup Tips for GatewayEDI Users

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If you are a GatewayEDI user, please view one of the attached PDFs for tips on setting up OfficeMate v12, v10, v9, OfficeMate v7/v8, and OfficeMate Enterprise v2. The purpose of these documents are to help ensure that your correct NPI and legacy ID numbers are set up in OfficeMate or OfficeMate Enterprise for each insurance carrier.

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