Abstract:You can use the Change Provider Utility to transfer patients and all of their transactions from one provider to another provider. To use this utility, follow the instructions below:
- 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.
- Back up your data!
- If you do not have an OMATE32/Utilities folder or OfficeMate/Utilities folder folder on your computer, read the related article below for instructions on how to download the utilities.
- Navigate to your OMATE32/Utilities folder or OfficeMate/Utilities folder.
- Double-click Provider.exe or OME_Providers.exe.
- Select the provider from which you want transfer patients.
- Select the provider to which you want to transfer patients.
- Click Continue.
- Verify that the providers that you selected are correct. If they are not correct, click Back and repeat steps 6-8.
- If available, chose the appropriate radio button to transfer or delete patient appointments with the old provider.
- If you want to assign patients with no provider to the "TO" provider, select the first check box.
- If you want to delete the old provider from the OfficeMate program, select the second check box, if available.
- Click Update to update your providers in OfficeMate.
- Verify that all of the options you selected are correct and click Yes.
- Click OK after the update is complete.
The provider from whom you transferred patients is deactivated.
After you have finished transferring patients and all of their transactions from one provider to an