OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Adjusting, Transferring, & Writing Off Charges
Chapter 7 Recording Receipts & Adjustments
Transferring Charges
This section tells you how to transfer unpaid balances between insurance companies
and patients, including how
• To transfer insurance charges, 358
• To transfer insurance charges to patients, 361
• To transfer unapplied insurance credits to patients, 363
Note
You cannot transfer patient balances to other patients.
To transfer insurance charges
You can transfer all or part of any unpaid insurance charges to another insurance
company or to a patient.
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.
If a payment applied to an item creates an open balance and you want to transfer
the open balance, complete steps 7–9; otherwise, go to step 10.
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 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 you want to transfer.
Click Adj.
The Fee Slip Item Adjustment window opens.
358 OfficeMate Home Office User’s Guide