OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Creating & Printing Statements
Chapter 13 Creating & Printing Reports & Statements
If you are calculating and applying finance charges, follow the instructions
below; otherwise, go to step 6.
Note
To define and change your finance charge preferences from within
the System Preferences window, go to To set up statement
preferences on page 63.
a. Click the Calculate finance charges check box.
b. If you did not define your finance charge preferences in the System
Preferences window, skip this step and go to step c. If you already defined
your finance charge preferences, click Preview to view, print, and export
the Finance Charge List; click Apply/Record to record the finance
charges on the Patient Ledger window; and go to step 6.
c. Type the monthly finance charge percentage in the Monthly Percentage
text box.
d. Type the number of grace period days in the Grace Period (# days) text
box.
e. Type the finance charge description in the Finance charge description
text box.
f. 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.
g. Click Preview to view, print, and export the Finance Charge List.
h. Click Apply/Record to record the finance charges on the Patient Ledger
window.
Type the message that you want to print at the bottom of the Statements reports
in the Print this message at bottom of Statement text box.
Type or select the payment due date from the Payment due date drop-down
menu.
520 OfficeMate Home Office User’s Guide