Closing Patient Open Charges

Follow the instructions below close open patient charges.

To close patient open charges, you must set up the following information:

  • From OfficeMate Administration, click Setup, select Preferences, click the Finance tab, select the Yes radio button next to the Activate Patient Open Charges Button preference, and click OK. For more information on setting up this preference, go to To set up financial preferences.
  • From OfficeMate Administration, click Setup, select Security, and ensure that the user has a role assigned to him or her that allows him or her to close patient open charges. For more information on setting up this security preference, go to Setting Up Security.

  1. Open a patient record. For more information, see To open patient records.
  2. Click Open Charges.

    The Patient Open Charges window opens.

  3. Click on the red check marks to deselect items that you do not want to delete and then click Close Charges to delete the selected open charges.
    Deselected items will continue to appear in the Patient Open Charges window until they are posted on a fee slip or deleted. For more information on posting open charges on a fee slip, go to Creating and Opening Fee Slips.