The Office Data tab of the Office Data Entry window provides the office name, address, phone number, and tax information for the office.
To add office data:
Select Tables > Practice > Offices. The Office Search window is displayed.
Find and select the office for which you want to enter data and click Edit, or click New. The Office Data Entry window is displayed.
On the Office Data tab, in the Address section, enter information in the office name and address fields.
The Office ID is automatically populated by WinOMS.
In the Phone section, enter the appropriate information in the Phone, Fax, and Modem fields.
In the Financial section, enter the appropriate information in the Bank Routing #, Bank Acct #, Tax Code, and Tax Rate fields.
The bank routing and account numbers print on the bank deposit slip.
For information about the Tax Code and Tax Rate fields, see Working with Sales Tax.
In the Prescriptions section, select your state and enter the appropriate settings.
In the Other section, enter information in the Trophy Image Folder, Prescription Form, UB92 Tax ID, and ECCPS Data Directory fields.
The ECCPS Data Directory field is only used if your office uses the electronic credit card processing service, has multiple locations, and needs to specify a separate data directory for each office. Contact your electronic services representative for assistance.
Click Ok.