OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Applying Payments to Patient Receivables
Chapter 7 Recording Receipts & Adjustments
Enter search information in the Patient Last/First name text boxes and click F2
Find to find and select a patient.
Notes
• If the patient has been sent to collection, the Collection
Warning message appears. You can remove the patient from
collection after you record a payment and click Yes on the
Collection Message window.
• Click Ledger to open the Patient Ledger window and review
the ledger. For more information on reviewing the ledger, go to
Using the Patient Ledger on page 371.
Applying
Payments to
Patient
Receivables
This section tells you how to apply payments to patient receivables, including how
• To apply payments to patient receivables, 316
• To record prepayments, 319
• To pay open items with credit amounts, 323
For more
information on
applying
payments to
patients, see the
“Receiving and
Adjusting Patient
Payments”
recorded video
tutorial and the
908 “Patient
Financial
Transactions”
training course.
To apply payments to patient receivables
Open a patient’s receipts and adjustments. For more information on opening a
patient’s receipts and adjustments, go to Opening a Patient’s Receipts &
Adjustments on page 315.
Select one of the following payment Method radio buttons:
Check
Cash
Debit Card
Credit Card
Other
If you have activated the Safeguard - Red Flags Rule feature, select the
appropriate Credit Card (only available when you select the Credit Card
method of payment) and Driver’s License/Photo ID check boxes in the Verify
Patient Identification box to indicate whether or not you have verified that the
patient’s identity matches the types of identification listed.
316 OfficeMate Home Office User’s Guide