OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 8 Using the Patient Ledger
Viewing, Editing, & Creating Fee Slips
To edit fee slips
Notes
• To edit fee slips, you must set up the following information:
From Home Office, click Setup, select Preferences, click
the Other tab, select the Yes radio button next to the Allow
fee slips to be edited radio button, select to edit the fee slips
before and after the end of day process or only after the end
of day process from the Fee slip edit options drop-down
menu, and click OK.
From Home Office, click Setup, select Role-based
security, and ensure that the user has a role assigned to him
or her that allows him or her to edit fee slips.
• You cannot edit fee slips that contain returned products or to which
you have already applied line item insurance payments.
• When you edit a fee slip, any payments, adjustments, insurance
selections, packages, discounts, and open insurance claims are
deleted; applied amounts on the fee slip are changed to unapplied
amounts; the charges are reopened (including charges that you
previously closed); and the lab order status is returned to “Order Not
Billed.” To avoid these scenarios, void the fee slip and create a new
fee slip with the correct items. For information about voiding fee
slips, go to Voiding Fee Slips on page 132 in the OfficeMate User’s Guide
• If you edit fee slips, the information on the Insurance Remittance
Advice Entry window may not match the ERA file. Also, if an
insurance claim associated with an edited fee slip is already sent, the
insurance claim may not match the fee slip; you will need to reopen
and refresh the claim to ensure that it correctly matches the fee slip.
In addition, if a purchase order associated with a fee slip is committed,
the purchase order may not match the fee slip and so a new purchase
order will be created.
• If you choose to edit fee slips after completing the end of day process,
you will be unable to complete the end of day process while fee slips
are being edited; you must re-record edited fee slips before completing
the end of day process. If you choose to edit fee slips after completing
the end of day process, the re-recorded fee slips' line items and
payments will use the original fee slips' dates.
• If you choose to edit fee slips after completing the end of day process,
the General Ledger will be disabled.
• You can change the provider or staff member in a fee slip that has
been recorded by changing each line item’s provider or staff member.
Simply changing the provider name in the Provider box will not affect
the transaction’s monetary distribution.
OfficeMate Home Office User’s Guide 375