Computers in the Medical Office Book

PART 1 INTRODUCTION TO COMPUTERS IN THE MEDICAL OFFICEChapter 1 The Medical Office Billing ProcessStep 1 Preregister PatientsStep 2 Establish Financial Responsibility for VisitStep 3 Check in PatientsStep 4 Check Out PatientsStep 5 Review Coding ComplianceStep 6 Check Billing ComplianceStep 7 Prepare and Transmit ClaimsStep 8 Monitor Payer AdjudicationStep 9 Generate Patient StatementsStep 10 Follow up Patient Payments and Handle Collections Chapter 2 Information Technology and HIPAAMedical Office ApplicationsElectronic Medical RecordsElectronic PrescribingPractice Management Advantages of Computer UseA Note of Caution: What Computers Cannot DoHIPAA and Electronic Exchange of Information HIPAA Electronic Transaction and Code Sets StandardsPrivacy RequirementsSecurity RequirementsPART 2 MEDISOFT ADVANCED TRAININGChapter 3 Introduction to MedisoftWhat is Medisoft?How Medisoft Data are Organized and StoredMedisoft DatabasesThe Student Data TemplateThe Medisoft Menu BarExercise 3-1The Medisoft ToolbarExercise 3-2Entering and Editing DataChanging the Medisoft Program DateExercise 3-3Saving DataDeleting DataUsing Medisoft HelpExercise 3-4Exercise 3-5Exiting MedisoftMaking a Backup File While Exiting Medisoft Exercise 3-6Restoring the Backup FileFile Maintenance UtilitiesRebuilding IndexesPacking DataPurging DataRecalculating Patient BalancesCHAPTER 4 Entering Patient InformationHow Patient Information is Organized in MedisoftEntering New Patient InformationName, Address TabExercise 4-1Other Information TabPayment Plan TabExercise 4-2Adding an Employer to the Address ListExercise 4-3Editing Patient InformationSearching for Patient InformationSearch for and Field OptionExercise 4-4Locate Buttons OptionExercise 4-5On Your Own ExercisesOn Your Own Exercise 1: Entering a New PatientChapter 5 Entering Insurance, Account, and Condition InformationWorking with CasesWhen to Set Up a New CaseCase Command ButtonsCreating a New Case for a New PatientPersonal TabExercise 5-1Account TabExercise 5-2Diagnosis TabExercise 5-3Policy 1 TabExercise 5-4Policy 2 TabPolicy 3 TabCondition TabExercise 5-5Miscellaneous TabMedicaid and Tricare TabComment TabEDI TabEditing Case Information on an Established PatientExercise 5-6On Your Own Exercise 2: Creating a Case for a New PatientChapter 6 Entering Charge Transactions and Patient PaymentsTransaction Entry OverviewPatient/Account Information ChartCaseTotals and Charge TabsCharge TransactionsButtons in the Charges Area of the Transaction Entry Dialog BoxSaving ChargesEditing TransactionsColor Coding in Transaction EntryExercise 6-1Exercise 6-2Payment/Adjustment TransactionsEntering Payments Made During Office VisitsSaving Paymenet InformationExercise 6-3Exercise 6-4Printing Walkout ReceiptsExercise 6-5Entering AdjustmentsExercise 6-6On Your Own Exercise 3: Enter Procedure Charges and a Patient PaymentOn Your Own Exercise 4: Print a Walkout ReceiptChapter 7 Creating ClaimsIntroduction to Health Care ClaimsCreating ClaimsCreate Claims Dialog BoxExercise 7-1Claim SelectionEditing ClaimsCarrier 1 TabCarrier 2 and Carrier 3 TabsTransactions TabComment TabExercise 7-2Electronic ClaimsSteps in Submitting Electronic ClaimsSending Electronic Claim AttachmentsChanging the Status of ClaimsExercise 7-3On Your Own Exercise 5: Create Insurance ClaimsChapter 8 Posting Insurance Payments and Creating Patient StatementsThird-Party Reimbursement OverviewIndemnity Plan ExampleMangaged Care ExampleMedicare Participating ExampleRemittance Advice (RA) ProcessingSteps for Processing a Remittance AdviceEntering Insurance Carrier Payments in MedisoftEntering Insurance PaymentsApplying Insurance Payments to ChargesExercise 8-1Exercise 8-2Exercise 8-3Entering Capitation Payments and AdjustmentsExercise 8-4Exercise 8-5Creating Statements Statement Management Dialog BoxCreate Statements Dialog BoxExercise 8-6Editing StatementsGeneral TabTransactions TabComment TabExercise 8-7Printing StatementsSelecting a FormatSelecting the Filters and Printing StatementsExercise 8-8On Your Own Exercise 6: Enter Insurance PaymentsOn Your Own Exercise 7: Create StatementsChapter 9 Printing ReportsReports in the Medical OfficeDay SheetsExercise 9-1Exercise 9-2Exercise 9-3Analysis ReportsExercise 9-4Aging ReportsExercise 9-5Collection ReportsPatient Ledger ReportsExercise 9-6Standard Patient ListsCustom ReportsExercise 9-7Exercise 9-8Using Report DesignerExercise 9-9On Your Own Exercise 8: Print a Patient Day SheetOn Your Own Exercise 9: Print a Practice Analysis ReportChapter 10: Collections in the Medical OfficeThe Importance of Collections in the Medical PracticeThe Patient Collection Process Laws Governing Timely Payment of Insurance ClaimsUsing a Practice Management Program for Collections ActivitiesExercise 10-1Using the Collection List Entering a Tickler ItemExercise 10-2Creating Collection LettersExercise 10-3Printing a Collection Tracer ReportExercise 10-4On Your Own Exercise 10: Print a Patient Aging Applied ReportOn Your Own Exercise 11: Add an Item to the Work ListOn Your Own Exercise 12: Create a Collection LetterChapter 11 SchedulingIntroduction to Office HoursOverview of the Office Hours WindowProgram OptionsEntering and Exiting Office HoursEntering AppointmentsLooking for a Future DateExercise 11-1Exercise 11-2Exercise 11-3Exercise 11-4Searching for Available Appointment TimeExercise 11-5Exercise 11-6Entering Appointments for New PatientsExercise 11-7Booking Repeated AppointmentsExercise 11-8Changing or Deleting AppointmentsExercise 11-9Creating a Recall ListAdding a Patient to the Recall ListExercise 11-10Creating BreaksExercise 11-11Previewing and Printing SchedulesExercise 11-12On Your Own Exercise 13: Enter an AppointmentOn Your Own Exercise 14: Change an AppointmentOn Your Own Exercise 15: Print a Physician SchedulePART 3 APPLYING YOUR KNOWLEDGEChapter 12 Handling Patient Records and TransactionsExercise 12-1: Inputting Patient InformationExercise 12-2: An Emergency VisitExercise 12-3: Inputting Transaction DataExercise 12-4: Entering a New Patient and TransactionsExercise 12-5: Entering and Applying an Insurance Carrier PaymentChapter 13 Setting Up AppointmentsExercise 13-1: Scheduling AppointmentsExercise 13-2: Making an Appointment ChangeExercise 13-3: Juggling SchedulesExercise 13-4: Adding Patients to the Recall ListExercise 13-5: Diane Hsu and Michael SyzmanskiExercise 13-6: Changing a Transaction RecordChapter 14 Printing Lists and ReportsExercise 14-1: Finding a Patient’s BalanceExercise 14-2: Printing a ScheduleExercise 14-3: Printing Day Sheet ReportsExercise 14-4: Creating a Patient Aging Applied Payment ReportExercise 14-5: Adding Items to the Work ListExercise 14-6: Creating a Practice Analysis ReportExercise 14-7: Stewart RobertsonExercise 14-8: Michael SyzmanskiChapter 15 Putting it all TogetherExercise 15-1: Scheduling AppointmentsExercise 15-2: Creating CasesExercise 15-3: Entering TransactionsExercise 15-4: Creating ClaimsExercise 15-5: Entering Insurance PaymentsExercise 15-6: Creating Patient StatementsExercise 15-7: Printing ReportsExercise 15-8: Adding Items to the Collection ListExercise 15-9: Creating Collection LettersPART 4 SOURCE DOCUMENTSGlossaryIndex