OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 7 Recording Receipts & Adjustments
Adjusting, Transferring, & Writing Off Charges
Click in the Payment text box for the item that you want to adjust.
Click Adj.
The Fee Slip Item Adjustment window opens.
Select an adjustment type from the Adj. Type drop-down menu. For more
information on adding and modifying adjustment types, go to To add & modify
adjustment types on page 347.
Select the Increase or Decrease Balance Effect radio button.
Note
To correct a negative balance, select the Decrease radio button.
Type the amount that you want to increase or decrease the item in the Amount
text box.
Type a reason for the adjustment in the Reason text box, if necessary.
Select the person recording the transaction from the Recorded By drop-down
menu, if this field is not locked.
If applicable, select the Do not print on patient statement check box if you
do not want the adjustment to print on the Statements report.
Notes
• Selecting the Do not print on patient statement check box
temporarily effects balances on the financial statement.
• You must select the Yes radio button in the System Preferences
window’s Statements tab to select the Do not print on patient
statement check box in the Fee Slip Item Additional Data
window. For more information on selecting Statements system
preferences, go to To set up statement preferences on page 63.
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