MEDICAL ASSISTING PROGRAM

Transcription

1 MCCANN TECHNICAL SCHOOL MEDICAL ASSISTING PROGRAM 70 Hodges Cross Road North Adams, MA COURSE SYLLABUS Spring Semester NAME OF COURSE: MA 207 COMPUTER APPLICATIONS II CREDITS: INSTRUCTOR: 2 Credits Tammy Clark, CMA METHODOLOGY: Lecture/Lab COURSE DESCRIPTION: Prerequisite MA 107. This course covers the next phase of the medical office computer skills. Using database software, computer skill in data entry, appointment scheduling, insurance form preparation, billing procedures, and financial report development and printing will be emphasized. TEXTBOOKS: COMPUTERIZED MEDICAL OFFICE PROCEDURES, 3 rd Edition, Larsen, Elsevier/Saunders, 2011, Worktext. ELECTRONIC HEALTH RECORD BOOSTER KIT FOR THE MEDICAL OFFICE, Buck, Elsevier/Saunders, COURSE OBJECTIVES: 1. Develop computer competency in running a database medical office program. 2. Demonstrate knowledge of computer/safety/security procedures. 3. Demonstrate knowledge of handheld computers and their use in healthcare. 4. Define terminology used in patient billing. 5. Demonstrate ability to do data entry and financial report printing using the computer keyboard. 6. Demonstrate ability to assign chart numbers and access patient and case information. 7. Develop navigating skills to access database files. 8. Edit patient options and insurance template files and edit transactions when necessary.

2 9. Post charge and payment transactions to patient accounts. 10. Record patient data for primary and secondary insurance reimbursement. 11. Generate walk-out statements 12. Generate various financial and analysis reports. 13. Schedule patients using computer software. 14. Using a patient billing simulation, demonstrate the ability to process all patient billing information for one week. 15. Using an electronic medical record simulation, demonstrate the ability to process information for eight day period. ADMINISTRATIVE FUNCTIONS: Execute data management using electronic healthcare Records such as EMR Use office hardware and software to maintain office systems BASIC PRACTICE FINANCES: Perform accounts receivable procedures including: Post entries on a daysheet Perform billing procedures Post adjustments Process a credit balance Process refunds Utilize computerized office billing systems OUTCOMES MEASUREMENT Hour Exams 40% Quiz 30% Homework/Class work 20% Checklists 10% Class Participation 10% Passing grade for the course is 76 ATTENDANCE: Mandatory at all classes. SPECIAL INSTRUCTIONS: Quizzes and exams as announced. Homework assignments due as announced. Late assignments 5 points deducted per day. Students will have 1 week to make up exams and quizzes 2

3 UNIT 1: OVERVIEW OF USE OF COMPUTER FOR PATIENT BILLING IN THE MEDICAL OFFICE GOAL: Familiarize student with the need and use of the computer in the medical office. OUTCOMES: The students will increase their knowledge of the computer and develop skill in using the computer in the daily operations of the medical office. 1. Identify the components of the computer. 2. Review format and copy disk commands 3. Define computer related terminology 4. Familiarize student with the use of the computer for patient billing and scheduling. 5. Understand the importance of backing up files in the medical office. COURSE CONTENT: I. Computers in the medical office A. Computer-based communications systems B. Microcomputer hardware 1. Input/output devices 2. Storage devices C. Operating Systems II. Ergonomic Work stations III. Patient Billing and Scheduling Programs IV.Computer Safety Procedures A. Back-up Files B. Index Files Computer application exercises Computer application exercises 3

4 UNIT 2: INTRODUCTION TO PATIENT BILLING GOAL: To familiarize student with the basics of Patient Billing using Medisoft software, 1. Boot up the Family Care Patient Billing Program. 2. Define key terms introduced in chapter 3. Describe the major elements of a manual patient billing system 4. Explain how patient billing fits into the overall accounting system 5. Define the financial records a medical billing assistant maintains. 6. Discuss the day-to-day responsibilities of a medical billing assistant. COURSE CONTENT: I. Run the Medisoft Patient Billing Program A. Sign onto the program B. Use pull down menus C. Sign off the program II. Overview of Medical Office Accounting A. Cash Payments Journal B. Cash Receipts Journal C. Ledger D. Daysheet III. Patient Billing Records Kept By Medical Assistant A. Superbill B. Patient Case C. DaySheet D. Patient Ledger IV. Day-to-Day Activities Involved in Patient Billing A. Recording Information B. Entering Payments C. Preparing the Bank Deposit D. Preparing Patient Statements E. Preparing Insurance Forms F. Maintaining Patient Information V. Chapter Review and Critical Thinking Questions Textbook reading assignment 4

5 UNIT 3: USING THE COMPUTER FOR PATIENT BILLING GOAL: To develop skill patient billing activities using the Medisoft billing program 1. Define key terms introduced in chapter 2. Describe the data files maintained in a medical office database. 3. Define the options available in a computerized patient accounting system. 4. Compare manual patient billing with computerized patient billing 5. Make selections using Medisoft menus. 6. Develop expertise in starting and exiting Medisoft. CONTENT: I. Medical Office Databases A. Using data files a. Practice Information b. Patient/Guarantor Information c. Procedure, Payment, and Adjustment Codes B. Using MultiLink codes C. Diagnosis Codes D. Insurance Carriers E. Providers F. Addresses II. Using the Medisoft Application Menu A. Accessing Files B. Accessing Lists C. Accessing Reports D. Performing Activities a. Entering transactions b. Claims management c. Appointment book III. Editing Information a. Undo b. Cut, Copy, Paste c. Delete Files IV. Using the toolbar as a shortcut V. Chapter Review material Computer application exercises Computer application exercises 5

6 UNIT 4: MANAGING DATA WITH A COMPUTERIZED SYSTEM GOAL: To access accurately master file database information, edit, search, add new procedures and create new patient charts. 1. Define key terms introduced in chapter 2. Use the computer keyboard to enter information in Medisoft 3. Navigate the Medisoft data entry windows 4. Search for information in Medisoft 5. Add a new procedure code to a Medisoft database 6. Create a new chart number for a patient COURSE CONTENT: I. Entering Data A. Use keyboard to accurately enter data B. Navigate around a data entry window C. Select and correct text II. Entering Patient Chart Numbers A. Develop the patient chart code B. Adding new codes III. Using the Search feature in Medisoft A. Search for patients B. Search for procedure codes IV. Backing Up Data A. Hard Drive back-up system B. Disk back-up system V. Chapter Review material 6

7 UNIT 5: ENTERING PATIENT AND CASE INFORMATION GOAL: Familiarize students with procedures for entering new patient records and new patient case records. Also, updating, editing, and deleting records. 1. Define new terminology introduced in chapter 2. Explain the information requirements for a new patient record 3. Add a new patient account 4. Describe the information needed for a new patient case record 5. Enter a new patient case record 6. Revise and edit patient information 7. Demonstrate how to delete a patient record. CONTENT: I. Organizing Patient Information II. A. Patient/Guarantor Information Requirements B. Case Information Requirements a. Personal Folder Information b. Account Folder Information c. Diagnosis Folder Information d. Insurance Policy Information III. Entering Patient and Case Data A. Adding New Patient Information B. Editing Patient Information C. Updating Case Information IV. Chapter Review Materials OUTCOME MEASUREMENT: 7

8 UNIT 6: PROCESSING TRANSACTIONS *(Billing and Collection Procedures are covered in greater detail in MA 206. The information is studied concurrently with this section.) GOAL: Familiarize students with computerized billing and collection procedures in the medical office. 1. Compare a computerized billing system to a noncomputerized billing system. 2. List the components of billing and collection policies. 3. Describe methods of preparing patients statements of account 4. Describe the key pieces of data included on an aging schedule 5. Identify the resources available for the collection of accounts, 6. Carry out billing procedures. 7. Explain legal implications of the collection process. OURSE CONTENT: I. Comparison of a computerized and a noncomputerized billing system. A. The Pegboard System B. Computerized billing system II. Process Procedure Charges A. Review a Completed Superbill B. Enter Procedure Charges III. Process Payments A. Enter Payments received from patients and insurance companies B. Enter Adjustments IV. Print a Walkout Receipt V. Lecture Computer applications Textbook and computer exercises Review Questions 8

9 UNIT 7: PRODUCING REPORTS AND PATIENT STATEMENTS GOAL: Familiarize students with manual and computerized statement and insurance claim preparation and end of period billing and collection practices. 1. Verify and adjust proper statement setup values to print statements correctly. 2. Generate insurance forms. 3. Print a Patient Day Sheet and Procedure Day Sheet 4. Verify Calculations 5. Print a Patient Ledger Report 6. Print a Patient Aging Report 7. Print Patient Statements 8. Print a Practice Analysis Report 9. Print Various List Reports 10. Describe how to design a custom report COURSE CONTENT: I. Patient Statements and Insurance Claims A. Verify and adjust statements B. Print individual statements C. Print insurance claim form D. Print Patient Ledger Reports E. Print Patient and Procedure Day Sheets II. III. Aging Accounts Productivity/Analysis Reports A. Print various end-of-period reports B. Design custom reports Computer application exercises Computer application exercises 9

10 UNIT 8: INSURANCE PROCESSING* (Insurance is covered in depth in MA 206 Medical Office Administration II) GOAL: To familiarize student with insurance terminology and develop skill in accurately preparing insurance forms. LEARNING OBJECTIVES: The student will be able to: 1. Define insurance terminology 2. Describe government criteria used to determine patient eligibility for Medicare, Medicaid, and Workmen s Compensation. 3. Create and edit insurance claims. 4. Print completed insurance form using patient account information. 5. Print a Primary Insurance Aging Report COURSE CONTENT I. Insurance Terminology II. Government sponsored insurance programs A. Medicare B. Medicaid C. Champus III. Create and Edit Insurance Claims IV. Print HCFA 1500 claim forms V. Print and analyze Insurance Aging Report Lecture Handouts Reading assignments Textbook and computer exercises Review Questions; Insurance Form Preparation. 10

11 UNIT 9 A PATIENT BILLING SIMULATION GOAL: To familiarize students with the billing procedures of a simulated medical office. 1. Organize and process the daily tasks required of the administrative medical assistant. 2. Manage time 3. Perform daily tasks before the patients arrive morning, afternoon, weekly. 4. Complete all the components of a computerized billing system COURSE CONTENT: I. Record Transactions A. Create new patient charts B. Create new patient case records C. Assign codes D. Read superbill information E. Enter new patient data F. Enter charges, payments and adjustments G. Edit chart information II. Prepare Billing Documents A. Walk-Out Statements B. Insurance Claims C. Prepare Patient Day Sheets D. Prepare Procedure Day Sheets E. Prepare individual ledger reports III. Prepare end-of-week billing reports Family Care Patient Billing Simulation Completion of simulation Assessment Test 11

12 UNIT 10: APPOINTMENT SCHEDULING GOAL: Familiarize student with options of appointment scheduler and develop skill in computerized scheduling and canceling of appointments. LEARNING OBJECTIVES: 1. Navigate through the various options of the scheduler 2. Schedule and cancel appointments 3. Produce a routing slip 4. Produce a daily appointment schedule 5. Generate various reports from the scheduler 6. Record new patients with primary and secondary insurance 7. Record a Medicare patient 8. Record a new patient with an established guarantor 9. Produce a back up data disk COURSE CONTENT: I. The Appointment Scheduler A. Access the appointment scheduler B. Navigate the appointment scheduler C. Index scheduling files D. Build appointment screens II. Schedule patient appointments to computer scheduler III. Generate daily, weekly, monthly schedule reports IV. Prepare patient routing slips V. View new patient list VI. VII. VIII. Cancel and reschedule appointments Routine Office Management A. Post charge transactions B. Edit codes C. Save/Return, Edit new charges, or cancel an entry Balance and print daysheet Tests Chapter test 12

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