OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 7 Recording Receipts & Adjustments
Adjusting, Transferring, & Writing Off Charges
To transfer insurance charges to patients
You can transfer all insurance charges to a patient. If an insurance company does not
pay the full amount of one or more open items, you can transfer the unpaid open items
to which you applied payments. If you are transferring insurance charges to patients,
the difference between the amount owed and the amount paid is recorded as a general
Global Transfer to Patient adjustment. If you want to track what you are transferring
by each insurance company, set up an adjustment type for each company instead of
using the Transfer to Patient feature.
Note
Consult with your insurance billing accountant to determine if
transferring insurance charges to patients is appropriate for your office.
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 Summary View or 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.
OfficeMate Home Office User’s Guide 361