OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 1 Getting Started
Setting up OfficeMate
To set up statement preferences
From the OfficeMate Home Office main window, click Setup, and select
Preferences.
The System Preferences window opens.
Click the Statements tab.
Select the Yes and No radio buttons to choose the statement options.
Note
Select the No radio button next to the Print provider license &
tax/EIN on Statement preference if you are centrally
administering your billing from the home office.
Type the number of days that you want to be displayed in detail on your
statements in the Display # days from period end text box.
If you want to calculate late charges for patients, follow the instructions below;
otherwise, go to step 6.
a. Select the Calculate late charges check box.
b. Type the late charge amount, the amount at which late charges should
begin to be calculated, the grace period, and a description of the late
charge.
c. Select the Fee Slip Date radio button if you want to calculate finance
charges for insurance transfers based on fee slip dates or select the
Transfer Date radio button if you want to calculate finance charges for
insurance transfers based on transfer dates.
If you want to calculate finance charges for patient, follow the instructions
below; otherwise, go to step 7.
a. Select the Calculate finance charges check box.
b. Type the monthly percentage, grace period, and a description of the
finance charge.
c. Select the Fee Slip Date radio button if you want to calculate finance
charges for insurance transfers based on fee slip dates or select the
Transfer Date radio button if you want to calculate finance charges for
insurance transfers based on transfer dates.
Type a message in the Print this message at bottom of Statement text box.
Type or select the payment due date from the Payment due date menu.
OfficeMate Home Office User’s Guide 63