OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Adjusting, Transferring, & Writing Off Charges
Chapter 7 Recording Receipts & Adjustments
Add or edit text in the Description text boxes.
Highlight an adjustment type and click Default to select the adjustment type as
the default type; or, click UnDefault to deselect the adjustment type as the
default type.
Click OK.
To adjust patients’ charges
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
Type the payment amount in the Amount Paid text box.
Apply the payment amount using one of the following methods:
If you are applying a check payment, type the check number for your
deposit ticket in the Check # text box and type the bank number for your
deposit ticket in the Bank # text box.
If you are applying a cash payment, type the cash amount tendered in the
Tendered text box. The change amount (if applicable) appears in the
Change text box.
If you are applying debit card payment, select the card type from the Type
drop-down menu.
If you are applying a credit card payment, select the card type from the
Type drop-down menu.
If you are applying another type of payment, select the payment type from
the Type drop-down menu.
Select the person recording the transaction from the Recorded By drop-down
menu, if this field is not locked.
348 OfficeMate Home Office User’s Guide