Table of Contents

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 CollectionsChapter 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 PATIENT ACCOUNTING TRAININGChapter 3 Introduction to MedisoftWhat is Medisoft?How Medisoft Data are Organized and StoredMedisoft DatabasesThe Student Data CDStarting Medisoft and Loading Practice Data The Medisoft Menu BarThe Medisoft ToolbarEntering and Editing DataChanging Dates in MedisoftSaving DataDeleting DataUsing Medisoft HelpExiting MedisoftMaking a Backup File While Exiting Medisoft File Maintenance UtilitiesRebuilding IndexesPacking DataPurging DataRecalculating Patient BalancesCHAPTER 4 Entering Patient InformationHow Patient Information is Organized in MedisoftEntering New Patient InformationName, Address TabOther Information TabPayment Plan TabAdding an Employer to the Address ListSearching for Patient InformationSearch for and Field OptionLocate Buttons Option: Field Value, Search Type, FieldsEditing Patient Information On 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 TabAccount TabDiagnosis TabPolicy 1 TabPolicy 2 TabPolicy 3 TabCondition TabMiscellaneous TabMedicaid and Tricare TabComment TabEDI TabEditing Case Information on an Established PatientOn Your Own Exercise 2: Creating a Case for a New PatientChapter 6 Entering Charge Transactions and Patient PaymentsTransaction Entry OverviewThe Transaction Entry Dialog BoxPatient/Account Information Charge TransactionsColor Coding in Transaction EntryPayment/Adjustment TransactionsEntering Payments Made During Office VisitsPrinting Walkout ReceiptsOn 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 BoxClaim SelectionEditing ClaimsCarrier 1 TabCarrier 2 and Carrier 3 TabsTransactions TabComment TabElectronic ClaimsSteps in Submitting Electronic ClaimsSending Electronic Claim AttachmentsChanging the Status of ClaimsOn Your Own Exercise 5: Create Insurance ClaimsChapter 8 Posting Insurance Payments and Creating Patient StatementsThird-Party Reimbursement OverviewRemittance Advice (RA) ProcessingSteps for Processing a Remittance AdviceEntering Insurance Carrier Payments in MedisoftEntering Insurance PaymentsApplying Insurance Payments to ChargesEntering Capitation Payments and AdjustmentsCreating Statements Statement Management Dialog BoxCreate Statements Dialog BoxEditing StatementsGeneral TabTransactions TabComment TabPrinting StatementsSelecting a FormatSelecting the Filters and Printing StatementsOn Your Own Exercise 6: Enter Insurance PaymentsOn Your Own Exercise 7: Create StatementsChapter 9 Printing ReportsReports in the Medical OfficeDay SheetsAnalysis ReportsAging ReportsCollection ReportsPatient Ledger ReportsCustom ReportsUsing Report DesignerOn 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 ActivitiesUsing the Work List Creating Collection LettersPrinting a Collection Tracer ReportOn 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 AppointmentsSearching for Available Appointment TimeEntering Appointments for New PatientsBooking Repeated AppointmentsChanging or Deleting AppointmentsCreating a Recall ListAdding a Patient to the Recall ListCreating BreaksPreviewing and Printing SchedulesOn 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 TransactionsInputting Patient InformationAn Emergency VisitInputting Transaction DataEntering a New Patient and TransactionsEntering and Applying an Insurance Carrier PaymentChapter 13 Setting Up AppointmentsScheduling AppointmentsMaking an Appointment ChangeJuggling SchedulesAdding Patients to the Recall ListDiane Hsu and Michael SyzmanskiChanging a Transaction RecordChapter 14 Printing Lists and ReportsFinding a Patient’s BalancePrinting a SchedulePrinting Day Sheet ReportsCreating a Patient Aging Applied Payment ReportAdding Items to the Work ListCreating a Practice Analysis ReportStewart RobertsonMichael SyzmanskiChapter 15 Putting it all TogetherScheduling AppointmentsCreating CasesEntering TransactionsCreating ClaimsEntering Insurance PaymentsCreating Patient StatementsPrinting ReportsAdding Items to the Work ListCreating Collection LettersPART 4 SOURCE DOCUMENTSGlossaryIndex

About the Author

Susan M. Sanderson has authored all Windows-based editions of Computers in the Medical Office. She has also written Case Studies for use with Computers in the Medical Office, Electronic Health Records for Allied Health Careers, and Practice Management and EHR: A Total Patient Encounter for Medisoftï¿ Clinical.In her more than fifteen years experience with Medisoft, Susan has participated in alpha and beta testing, worked with instructors to site-test materials, and provided technical support to McGraw-Hillcustomers.In 2009, Susan earned her CPEHR (Certified Professional in Electronic Health Records) certification. In addition, she is a member of the Healthcare Information and Management Systems Society (HIMSS) and the eLearning Guild. Susan is a graduate of Drew University with further study at Columbia University.