Recording Fee Slips and Printing Receipts

Print receipts using 8½”×11” paper stock.

Mail receipts using #10 single window envelopes or #10 standard envelopes. Use #9 standard envelopes as return envelopes.

Print CMS 1500 forms using Single Laser Sheet Claim Forms. You can purchase CMS 1500 forms from Dependable Business Products at 800.747.7210.

  1. Create or open a fee slip. For more information on creating and opening fee slips, go to Creating and Opening Fee Slips.
  2. Record product and service information on the fee slip. For more information on recording product and service information, go to Recording Information on Fee Slips.
  3. To view the price of the items in the order, click VSP Estimator.

    The Price Order window opens.

    If the insurance is VSP Signature Choice plan, the Price Order window sends product descriptions, fees, and wholesale costs (when necessary) to VSP Web Services and retrieves copays, coverage information, and patient out-of-pocket expenses. For more information about pricing VSP orders, go to Pricing VSP Orders.

  4. Click Record.

    If the patient’s insurance carrier is VSP, the VSP Additional Information window opens. If the patient’s insurance carrier is not VSP, go to step 7.

  5. Select any appropriate Exam/Service/EHM check boxes if you are participating in the VSP Eye Health Management program.

    A second VSP Additional Information window opens.

    You cannot deselect check boxes that were already selected during the exam.

  6. Select the appropriate exam and service information from the VSP Additional Information window:
    1. Select an exam from the Exam Type drop-down menu.

      The Lens, Frame, and Contacts check boxes are automatically selected based on the order. The New Patient check box is automatically selected based on the exam selected in the Exam Type drop-down menu.

    2. Select the Refraction check box if a refraction was performed.
    3. Select the Eye Dilation Performed check box if an eye dilation was performed.
    4. Click OK.

      The VSP order and claim are submitted.

      OfficeMate does not display a message verifying that the VSP order and claim were sent. To verify that the claim and lab order were sent, go to the Third Party Processing window. For more information about searching for VSP claims and lab orders, go to Researching VSP Insurance Claims & Lab Orders.

  7. Follow the instructions below to record the fee slip and print a receipt or CMS 1500 form.
    • Click Print Fee Slip to print a receipt.
    • Click Print CMS to print the CMS 1500 form.
    • Click Printer Setup to set up the printer or select a printer other than the default OfficeMate printer. For more information on setting up the printer, go to Setting Up the Printer.
    • Click Close to close the Print Fee Slip and CMS window.

    If you opened the fee slip from the Rx Order window, you also have the option to print the prescription.