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OfficeMate Home Office User's Guide - OfficeMate Software Solutions

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Viewing, Editing, & Creating Fee Slips<br />

Chapter 8 Using the Patient Ledger<br />

<br />

<br />

Open a patient’s ledger. For more information on opening a patient’s ledger, go<br />

to Opening a Patient’s Ledger on page 372.<br />

Select a fee slip and click View Slip or right-click the fee slip in the Patient,<br />

Insurance, or Patient/Insurance tab and select Edit Slip.<br />

<br />

<br />

The Fee Slip window opens.<br />

Click Edit Slip.<br />

The Edit Slip Warning window opens.<br />

Read the warning and click Yes.<br />

<br />

<br />

Double-click on line items to edit them in the Rx Order window or edit<br />

information in the Fee Slip window. For information about editing Rx orders, go<br />

to Ordering & Tracking Prescriptions on page 61 in the <strong><strong>Office</strong>Mate</strong> <strong>Home</strong> <strong>Office</strong><br />

User’s <strong>Guide</strong>. For information about editing and recording information in the Fee<br />

Slip window, go to Recording Information on Fee Slips on page 111 in the<br />

<strong><strong>Office</strong>Mate</strong> <strong>Home</strong> <strong>Office</strong> User’s <strong>Guide</strong>.<br />

Click Update Claim & Notes Info to save the edited information.<br />

Note<br />

After editing the fee slip, you must open the CMS 1500 claim form<br />

and refresh the claim so that the updated claim information is<br />

visible on the claim.<br />

376 <strong><strong>Office</strong>Mate</strong> <strong>Home</strong> <strong>Office</strong> User’s <strong>Guide</strong>

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