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
2009