OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 7 Recording Receipts & Adjustments
Recording Insurance Payments Using Electronic Remittance Advice
For each line item listed in black, bold text, click the Balance column to view
the available options.
Select Distribute overpayment to other charges to distribute the
overpayment to open line items on the fee slip. The overpayment is applied
to each item on the fee slip, starting with the first item listed and moving
down, until the overpayment is exhausted.
Select Adjust the open charge amount to match the overpayment
to add an adjustment line item to the fee slip. The overpayment amount
moves from the Balance column to the Adjust column.
Select Transfer the overpayment to the patient’s credit to transfer
the overpayment amount to the patient’s account.
Select Look for other open insurance charges to apply the
overpayment to the open charges for the insurance carrier that may have
appeared on another fee slip.
If you make a mistake, click Undo to undo your last action.
For information on resolving nonexistent line items in red, bold text, go to To
resolve nonexistent line items on page 339. Resolve other line items that require
attention. For information on resolving lab chargebacks in red, bold text, go to
To resolve lab chargeback entries on page 342.
Click Record when you are finished.
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