Computers in the Medical Office with Student Data CD-ROM

PART 1 INTRODUCTION TO COMPUTERS IN THE MEDICAL OFFICE

Chapter 1 The Medical Office Billing Process

Step 1 Preregister Patients

Step 2 Establish Financial Responsibility for Visit

Step 3 Check in Patients

Step 4 Check Out Patients

Step 5 Review Coding Compliance

Step 6 Check Billing Compliance

Step 7 Prepare and Transmit Claims

Step 8 Monitor Payer Adjudication

Step 9 Generate Patient Statements

Step 10 Follow up Patient Payments and Handle Collections

Chapter 2 Information Technology and HIPAA

Medical Office Applications

Electronic Medical Records

Electronic Prescribing

Practice Management

Advantages of Computer Use

A Note of Caution:: What Computers Cannot Do

HIPAA and Electronic Exchange of Information

HIPAA Electronic Transaction and Code Sets Standards

Privacy Requirements

Security Requirements

PART 2 MEDISOFT ADVANCED PATIENT ACCOUNTING TRAINING

Chapter 3 Introduction to Medisoft

What is Medisoft?

How Medisoft Data are Organized and Stored

Medisoft Databases

The Student Data CD

Starting Medisoft and Loading Practice Data

The Medisoft Menu Bar

The Medisoft Toolbar

Entering and Editing Data

Changing Dates in Medisoft

Saving Data

Deleting Data

Using Medisoft Help

Exiting Medisoft

Making a Backup File While Exiting Medisoft

File Maintenance Utilities

Rebuilding Indexes

Packing Data

Purging Data

Recalculating Patient Balances

CHAPTER 4 Entering Patient Information

How Patient Information is Organized in Medisoft

Entering New Patient Information

Name, Address Tab

Other Information Tab

Payment Plan Tab

Adding an Employer to the Address List

Searching for Patient Information

Search for and Field Option

Locate Buttons Option:: Field Value, Search Type, Fields

Editing Patient Information

On Your Own Exercises

On Your Own Exercise 1:: Entering a New Patient

Chapter 5 Entering Insurance, Account, and Condition Information

Working with Cases

When to Set Up a New Case

Case Command Buttons

Creating a New Case for a New Patient

Personal Tab

Account Tab

Diagnosis Tab

Policy 1 Tab

Policy 2 Tab

Policy 3 Tab

Condition Tab

Miscellaneous Tab

Medicaid and Tricare Tab

Comment Tab

EDI Tab

Editing Case Information on an Established Patient

On Your Own Exercise 2:: Creating a Case for a New Patient

Chapter 6 Entering Charge Transactions and Patient Payments

Transaction Entry Overview

The Transaction Entry Dialog Box

Patient/Account Information

Charge Transactions

Color Coding in Transaction Entry

Payment/Adjustment Transactions

Entering Payments Made During Office Visits

Printing Walkout Receipts

On Your Own Exercise 3:: Enter Procedure Charges and a Patient Payment

On Your Own Exercise 4:: Print a Walkout Receipt

Chapter 7 Creating Claims

Introduction to Health Care Claims

Creating Claims

Create Claims Dialog Box

Claim Selection

Editing Claims

Carrier 1 Tab

Carrier 2 and Carrier 3 Tabs

Transactions Tab

Comment Tab

Electronic Claims

Steps in Submitting Electronic Claims

Sending Electronic Claim Attachments

Changing the Status of Claims

On Your Own Exercise 5:: Create Insurance Claims

Chapter 8 Posting Insurance Payments and Creating Patient Statements

Third-Party Reimbursement Overview

Remittance Advice (RA) Processing

Steps for Processing a Remittance Advice

Entering Insurance Carrier Payments in Medisoft

Entering Insurance Payments

Applying Insurance Payments to Charges

Entering Capitation Payments and Adjustments

Creating Statements

Statement Management Dialog Box

Create Statements Dialog Box

Editing Statements

General Tab

Transactions Tab

Comment Tab

Printing Statements

Selecting a Format

Selecting the Filters and Printing Statements

On Your Own Exercise 6:: Enter Insurance Payments

On Your Own Exercise 7:: Create Statements

Chapter 9 Printing Reports

Reports in the Medical Office

Day Sheets

Analysis Reports

Aging Reports

Collection Reports

Patient Ledger Reports

Custom Reports

Using Report Designer

On Your Own Exercise 8:: Print a Patient Day Sheet

On Your Own Exercise 9:: Print a Practice Analysis Report

Chapter 10:: Collections in the Medical Office

The Importance of Collections in the Medical Practice

The Patient Collection Process

Laws Governing Timely Payment of Insurance Claims

Using a Practice Management Program for Collections Activities

Using the Work List

Creating Collection Letters

Printing a Collection Tracer Report

On Your Own Exercise 10:: Print a Patient Aging Applied Report

On Your Own Exercise 11:: Add an Item to the Work List

On Your Own Exercise 12:: Create a Collection Letter

Chapter 11 Scheduling

Introduction to Office Hours

Overview of the Office Hours Window

Program Options

Entering and Exiting Office Hours

Entering Appointments

Searching for Available Appointment Time

Entering Appointments for New Patients

Booking Repeated Appointments

Changing or Deleting Appointments

Creating a Recall List

Adding a Patient to the Recall List

Creating Breaks

Previewing and Printing Schedules

On Your Own Exercise 13:: Enter an Appointment

On Your Own Exercise 14:: Change an Appointment

On Your Own Exercise 15:: Print a Physician Schedule

PART 3 APPLYING YOUR KNOWLEDGE

Chapter 12 Handling Patient Records and Transactions

Inputting Patient Information

An Emergency Visit

Inputting Transaction Data

Entering a New Patient and Transactions

Entering and Applying an Insurance Carrier Payment

Chapter 13 Setting Up Appointments

Scheduling Appointments

Making an Appointment Change

Juggling Schedules

Adding Patients to the Recall List

Diane Hsu and Michael Syzmanski

Changing a Transaction Record

Chapter 14 Printing Lists and Reports

Finding a Patient’s Balance

Printing a Schedule

Printing Day Sheet Reports

Creating a Patient Aging Applied Payment Report

Adding Items to the Work List

Creating a Practice Analysis Report

Stewart Robertson

Michael Syzmanski

Chapter 15 Putting it all Together

Scheduling Appointments

Creating Cases

Entering Transactions

Creating Claims

Entering Insurance Payments

Creating Patient Statements

Printing Reports

Adding Items to the Work List

Creating Collection Letters

PART 4 SOURCE DOCUMENTS

Glossary

Index