OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 7 Recording Receipts & Adjustments
Adjusting, Transferring, & Writing Off Charges
To record insurance denials
Open the Receipts & Adjustments window. For more information on opening
the Receipts & Adjustments window, go to Opening a Patient’s Receipts &
Adjustments on page 315.
Click the Apply to Insurance tab.
Select an insurance company from the Insurance drop-down menu.
Type or select dates in the Date Range boxes if you want to view patients that
are reflected on date-specific EOBs.
Click Display Charges and select Display Detail View.
Select one of the following payment Method radio buttons:
Check
Credit Card
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 credit card payment, select the card 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.
Click in the Payment text box for the item that you want to adjust.
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