OfficeMate Home Office User's Guide - OfficeMate Software Solutions

List of Reports
Chapter 13 Creating & Printing Reports & Statements
Returns And Refunds
The Returns And Refunds report lists all returns and refunds by product type, fee slip
date, or provider. Eyefinity/OfficeMate suggests creating this report on demand.
To create the Returns And Refunds report, set the return date parameters, select
the By Provider check box if you want to sort the report by providers, select a
provider from the Provider drop-down menu, and select a product type from
the Product Type drop-down menu.
Notes
• The Product Return column total matches the Total Patient Return
amount on the Day Sheet report and the Returns amount on the Fee
Slip Detail report.
• The Refund Total amount matches the Refund Total amount on the
Production Summary by Provider on Fee Slip and Production
reports.
Sales Tax
The Sales Tax report lists each item on which sales tax was collected for the selected
posting date range. This report includes fee slip numbers, dates, products, amounts
charged, tax 1, tax 2, and total tax. Eyefinity/OfficeMate suggests creating this report
on a daily basis.
To create the Sales Tax report, set the posting date parameters and select the
Combine Pat and Ins Tax to display the combined total of taxes collected on
patient payments and taxes collected on insurance payments.
680 OfficeMate Home Office User’s Guide