OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 13 Creating & Printing Reports & Statements
Creating & Printing Statements
If you are calculating and applying late charges, follow the instructions below;
otherwise, go to step 5.
Note
To define and change your late charge preferences from within the
System Preferences window, go to To set up statement preferences
on page 63.
a. Click the Calculate late charges check box.
b. If you did not define your late charge preferences in the System Preferences
window, skip this step and go to step c. If you already defined your late
charge preferences, click Preview to view, print, and export the Late
Charge List; click Apply/Record to record the late charges on the Patient
Ledger window; and go to step 5.
c. Type the late charge amount in the Late Charge Amount $ text box.
d. Type the amount at which the late charge will be applied in the Apply if
Balance >= $ text box. Late charges will be applied if the balance is
greater than or equal to the amount in this text box.
e. Type the number of grace period days in the Grace Period (# days) text
box.
f. Type the late charge description in the Late charge description text
box.
g. Select the Fee Slip Date or Transfer Date radio button to calculate late
charges for insurance transfers using the fee slip date or transfer date.
h. Click Preview to view, print, and export the Late Charge List.
i. Click Apply/Record to record the late charges on the Patient Ledger
window.
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