PART 1 INTRODUCTION TO COMPUTERS IN THE MEDICAL OFFICE

Transcription

1 Computers in the Medical Office Sanderson, S ISBN-13: Table of Contents 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 The Use of Health Information Technology in Physician Practices Functions of Practice Management Programs Functions of Electronic Health Record Programs Advantages of Electronic Health Records The Impact of HIT on Documentation and Coding HIPAA Legislation and Its Impact on Physician Practices The HITECH Act's Impact on Privacy and Security PART 2 MEDISOFT ADVANCED TRAINING Chapter 3 Introduction to Medisoft The Medisoft Databases The Medisoft Menus The Medisoft Toolbar Entering, Editing, Saving, and Deleting Data in Medisoft Changing the Medisoft Program Date Using Medisoft Help

2 Creating and Restoring Backup Files Medisoft's File Maintenance Utilities Using Medisoft Security Features to Ensure HIPAA and HITECH Compliance CHAPTER 4 Entering Patient Information How Patient Information is Organized in Medisoft Entering New Patient Information Searching for Patient Information Editing Patient Information Applying Your Skills 1: Entering a New Patient Chapter 5 Working with Cases Understanding Cases Navigating Cases in Medisoft Entering Patient and Account Information Entering Insurance Information Entering Health Information Entering Other Information Editing Case Information Applying Your Skills 2: Creating a Case for a New Patient Chapter 6 Entering Charge Transactions and Patient Payments Understanding Charges, Payments, and Adjustments Selecting a Patient and Case Entering Charge Transactions Entering Payments Made at the Time of an Office Visit Printing Walkout Receipts Processing a Patient Refund Processing a Nonsufficient Funds (NSF) Check Applying Your Skills 3: Enter Procedure Charge and a Patient Payment Chapter 7 Creating Claims The Role of Claims in the Billing Process Claim Management in Medisoft Creating Claims Locating Claims Editing Claims

3 Changing the Status of Claims Submitting Electronic Claims Applying Your Skills 4: Create Insurance Claims Chapter 8 Posting Insurance Payments and Creating Patient Statements Third-Party Reimbursement Overview Remittance Advice (RA) Processing Entering Insurance Payments Applying Insurance Payments to Charges Entering Capitation Payments Creating Statements Editing Statements Printing Statements Applying Your Skills 5: Enter Insurance Payments Applying Your Skills 6: Create Statements Chapter 9 Creating Reports Types of Reports in Medisoft Selecting Data for a Report Day Sheets Analysis Reports Patient Ledger Reports Standard Patient Lists Navigating in Medisoft Reports Aging Reports Custom Reports Using Report Designer Applying Your Skills 7: Print a Patient Day Sheet Applying Your Skills 8: Print an Insurance Payment by Type Report Chapter 10: Collections in the Medical Office Laws Governing Timely Payment of Insurance Claims The Importance of a Financial Policy Working with Collection Agencies Writing Off Uncollectible Accounts Using a Patient Aging Reports for Collections

4 Adding an Account to the Collection List Creating Collection Letters Printing a Collection Tracer Report Applying Your Skills 9: Print a Patient Aging Report Applying Your Skills 10: Add a Patient to the Collection List Applying Your Skills 11: Create a Collection Letter Chapter 11 Scheduling The Office Hours Window Entering Appointments Booking Follow-Up Appointments Searching for Available Time Slots Entering Appointments for New Patients Booking Repeated Appointments Rescheduling and Canceling Appointments Creating a Patient Recall List Creating Provider Breaks Printing Schedules Creating an Overdue Balance Report for Patients with Appointments Applying Your Skills 12: Enter an Appointment Applying Your Skills 13: Reschedule an Appointment Applying Your Skills 14: Print a Physician's Schedule PART 3 APPLYING YOUR KNOWLEDGE Chapter 12 Handling Patient Records and Transactions Exercise 12-1: Inputting Patient Information Exercise 12-2: An Emergency Visit Exercise 12-3: Inputting Transaction Data Exercise 12-4: Entering a New Patient and Transactions Exercise 12-5: Entering and Applying an Insurance Carrier Payment Chapter 13 Setting Up Appointments Exercise 13-1: Scheduling Appointments Exercise 13-2: Making an Appointment Change Exercise 13-3: Juggling Schedules Exercise 13-4: Adding Patients to the Recall List

5 Exercise 13-5: Diane Hsu and Michael Syzmanski Exercise 13-6: Changing a Transaction Record Chapter 14 Printing Lists and Reports Exercise 14-1: Finding a Patient s Balance Exercise 14-2: Printing a Schedule Exercise 14-3: Printing Day Sheet Reports Exercise 14-4: Creating a Patient Aging Report Exercise 14-5: Adding Items to the Collection List Exercise 14-6: Creating a Practice Analysis Report Exercise 14-7: Stewart Robertson Exercise 14-8: Michael Syzmanski Chapter 15 Putting it all Together Exercise 15-1: Scheduling Appointments Exercise 15-2: Creating Cases Exercise 15-3: Entering Transactions Exercise 15-4: Creating Claims Exercise 15-5: Entering Insurance Payments Exercise 15-6: Creating Patient Statements Exercise 15-7: Printing Reports Exercise 15-8: Entering Patient Payments and Reviewing Overdue Accounts Exercise 15-9: Adding Patients to the Collection List and Creating Collection Letters PART 4 SOURCE DOCUMENTS Glossary Index