OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 7 Recording Receipts & Adjustments
Applying Payments to Patient Receivables
Click Record and follow the instructions below to record the payment and print
a receipt.
Click Print Receipt to print a receipt.
Click Printer Setup to set up the printer or select a printer other than the
default printer. For more information on setting up the printer, go to
Changing the Posting Date on page 7.
Click Close to close the Patient Receipt window.
Note
After you record a payment, the payment is assigned a receipt
number. To view and change payments, click History. For more
information on viewing and changing payments, go to Modifying
Payments Using the Receipt History on page 367.
To record prepayments
A prepayment results in a credit (or unapplied payment) on the patient’s account.
Note
• To use all or part of the prepayment credit to pay open charges, go to
To pay open items with credit amounts on page 323.
• To automatically apply unapplied patient amounts from fee slips to
new fee slip charges in the Fee Slip window, select the Yes radio
button next to the Apply patient unapplied amount from fee slip
other system preference. For more information on modifying other
system preferences, go to To set up other preferences on page 56.
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
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