Transferring Charges and Credits in OfficeMate

For more information on transferring charges, see the Basic and Advanced Financial Transaction recorded video tutorial at https://www.officemate.net/training_om_ew.aspx. You can also read the "Adjusting, Transferring, & Writing Off Charges" chapter in the F1 online help or user's guide.

Note: You cannot transfer patient balances to other patients.

To transfer insurance balances & charges

You can transfer all or part of any unpaid insurance charges to another insurance company or to a patient.

Open the Receipts & Adjustments window.
Click the Apply to Insurance tab.
Select an insurance company from the Insurance drop-down menu.
Type or select dates in the Date Range boxes if you want to view patients that are reflected on date-specific EOBs.
Click Display Charges.
If a payment applied to an item creates an open balance and you want to transfer the open balance, complete steps 6-8; otherwise, go to step 9.
Select one of the following payment Method radio buttons:
--Check
--Other
Type the payment amount in the Amount Paid text box.
Apply the payment amount using one of the following methods:
--If you are applying a check payment, type the check number for your deposit ticket in the Check # text box and type the bank number for your deposit ticket in the Bank # text box.
--If you are ap