OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Applying Insurance Payments to Only Specific Patients
Chapter 7 Recording Receipts & Adjustments
Click in an item’s Payment text box and type the payment amount to apply the
amount to a specific item.
Notes
• Typing a partial payment amount in the Payment text box will
display an amount in the Balance box next to the item. If you
only record a partial payment, you can post the remainder of the
insurance payment at a later time.
• Click Adj to transfer the balance to another insurance company
or patient, adjust the amount, or write off the balance. For more
information on adjustments, go to Adjusting, Transferring, &
Writing Off Charges on page 347.
Repeat steps 9–11 for each patient for whom the payment should be applied.
If you want to adjust a charge, go to Adjusting, Transferring, & Writing Off
Charges on page 347.
Click Print if you want to print the list of patient insurance receivables.
330 OfficeMate Home Office User’s Guide