Viewing & Modifying Receipts

To view receipts

Open a patient’s ledger. For more information on opening a patient’s ledger, go to Opening a Patient’s Ledger.
Select a fee slip and click Receipts at the bottom of the window, or right-click the fee slip in the Patient, Insurance, or Patient/Insurance tab and select Receipts.
The Receipts & Adjustments window opens.

To modify payments on receipts

Open a patient’s ledger. For more information on opening a patient’s ledger, go to Opening a Patient’s Ledger.
Select a fee slip and click Receipts at the bottom of the window, or right-click the fee slip in the Patient, Insurance, or Patient/Insurance tab and select Receipts.
The Receipts & Adjustments window opens.
Modify payments using the instructions in Applying Payments to Patient Receivables, Applying Insurance Payments to Any Open Balances, or Modifying Payments by Using the Receipt History Window.

In addition to the procedure above, watch this video.

To pay open items with credit amounts

OfficeMate may automatically apply any unapplied patient amounts to new fee slip charges depending on the preferences set by your administrative location.
If you have Administration access, you can automatically apply unapplied patient amounts from fee slips to new fee slip charges in the Fee Slip window. To do this, select the Yes radio button next to the Apply patient unapplied amount from fee slip other system preference. For more information on modifying other system preferences, go to To set up financial preferences.

Open a patient’s ledger. For more information on opening a patient’s ledger, go to Opening a Patient’s Ledger.
Select a fee slip and click Receipts at the bottom of the window, or right-click the fee slip in the Patient, Insurance, or Patient/Insurance tab and select Receipts.
The Receipts & Adjustments window opens.
Pay the open item with a credit amount.

In addition to the procedure above, watch this video.