OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 13 Creating & Printing Reports & Statements
List of Reports
Statements
The Statements report prints statements for all patients with outstanding balances.
Select to print the information on a 30, 60, or 90+ day delinquent statement. This
report lists all charges that are still open. A payment coupon is printed on the last page.
Eyefinity/OfficeMate suggests creating this report on demand.
To create the Statements report, follow the instructions below:
Click in the Patient Name text box to find and select a patient.
Type the Last Name selection parameters.
Select the By Family check box if you want to sort the report by family.
Note
If the By Family check box is deselected, the following layout changes
are displayed in the Statements report:
• All charges, payments, and adjustments related to a fee slip at a
specific location are combined under the original fee slip.
• Transfers to and from patients are on a single line.
• Transfer to and from insurance carriers are on two lines.
• Payments split across multiple charges are combined into one
payment. Also, the payment method and date are displayed for
payments split across multiple charges.
• Insurance carrier abbreviations are used in the description of
the insurance carrier.
• An entire fee slip and its associated transactions are displayed
before another fee slip is displayed.
• If a fee slip is void, that fee slip and the corresponding credit fee
slip are displayed.
• The Credit Card # line now includes a line for the SEC #.
Set the Period end date parameter.
Type the dollar amount at which you want to begin displaying balances in the
Display if balance text box.
Type the number of days for which you want to display details in the Display
details (# days) text box.
Note
The Statements report can display up to 3650 days of details. If you
do not want to display details, type 0.
Select the Print Ins charges/payment check box if you want to print
insurance and patient payment and charge responsibilities.
Select the Print reason for Ins denial check box if you want to print the
reason for an insurance denial.
Note
Select the Print reason for Ins denial check box if you recorded a
transfer from an insurance carrier to a patient.
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