OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Adjusting, Transferring, & Writing Off Charges
Chapter 7 Recording Receipts & Adjustments
Click in an item’s Payment text box and type the payment amount to apply the
amount to a specific item.
Click Global Adjustment and select Transfer to Patient to transfer the
balance of the items to which you applied payments.
Note
• If you are transferring charges in the summary view, clicking
Transfer to Patient will transfer insurance balances for all of
the patients displayed.
• If you are transferring charges in the detail view, clicking
Transfer to Patient will transfer insurance balances with
partially applied payments for all of the patients displayed.
The Transfer to patient confirmation window opens.
Click Yes to continue transferring the balances.
Balances that remained after you posted payments to them are transferred.
Balances with no applied payments are not transferred.
362 OfficeMate Home Office User’s Guide