OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 7 Recording Receipts & Adjustments
Applying Payments to Patient Receivables
To pay open items with credit amounts
Note
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.
Click History.
The Receipt History window opens.
Select a receipt with an unapplied balance and click Select.
The Receipts & Adjustments window is populated with information from
the unapplied balance.
Select the person recording the transaction from the Recorded By drop-down
menu, if this field is not locked.
If you want to apply this payment amount to other family members, select the
All With Same Guarantor check box to view information on all of the
guarantor’s family members.
Notes
• The payment will be recorded on the patient’s receipt history.
• To automatically select the All With Same Guarantor check box,
select the Yes radio button next to the Default All Same
Guarantor other system preference. For more information on
modifying other system preferences, go to To set up other
preferences on page 56.
OfficeMate Home Office User’s Guide 323