OD Best Practices

The VSP Interface in Officemate has come a long way from when I implemented it three years ago. You can find the latest VSP Interface checklist on page 483 of Officemate Administration v12.0.3 Guide . The newest implementation method provided by Officemate is a module called the VSP Setup Assistant and it walks you through each step to get VSP Interface up and running. If you look at the checklist, lens setup is 70% of the VSP Setup Assistant, so using Lens Loader properly is essential to proper VSP Interface implementation. The VSP Setup Assistant is a stripped-down, guided version of properly setup your lenses in Officemate. I want to show you how to properly use the actual Lens Loader feature.

Categorizing in your Practice Management (PM) Software is a method in which you group products and services with other similar products and services for reporting purposes. In Officemate , they call it Financial and Production Groups and in CrystalPM , it’s classified as a Category . For all intents and purposes, we will use category and group interchangeably.

A few months ago, an office that I work with converted over to ECR Vault.  This office was strictly using eDocuments, a multifunction printer, and a PDF printer to archive all their new documents.  But because this office has been in business for 20+ years, their previous paper records were not being archived into eDocuments because of the sheer number of paper files that needed to be scanned and the turtle-paced multifunction scanner that scans at a mere 4 pages a minute. ECR Vault's high speed scanner and archiving system is perfect for offices looking for a system to archive and retrieve large amounts of paper (and small amounts too).  But whether or not everyone needs it, that really depends on a few factors.  First let me go over the pros and cons of each. Officemate eDocuments Pros: Built-in to eDocuments - no additional cost Simple - the eDocuments section is basically a shortcut to the folder: O:\Omate32\Data\eDocuments folder. Flexible - because eD...

To take advantage of Officemate's eDocuments archiving system you will need a PDF printer to archive electronic documents (more information on the last post ).  This guide will show you a way to use PDF Creator to integrate with your Officemate Suite. Setup Install PDF Creator .  Follow the screen prompts and you will be given the option for a server or stand-alone installation.  I recommend the server option for an office with 4 or more computers, that way each user can install the printer as a network printer.  Use stand-alone installation if you wish to customize the naming scheme of the automatically created PDF.  If you have any more questions, feel free to comment below and I can answer them. After installation, run the PDFCreator program . Click on Printer (1) , then click on Options(2) .  (Or press Ctrl + O ) In the option menu, Click on Auto-save (1) , Check Use Auto-Save (2) .  The next step will customize the filename of the automat...