Management Tools Quiz Answers

Management Tools Quiz Answers 70 Royal Little Drive Providence, RI 02904 Copyright 2002-2010 Ingenix. All rights reserved.

General Navigation and Help 1) How do you send messages within CareTracker? a) Through company e-mail b) Through the transactions function c) By sending them a ToDo d) Through inter-office mail 2) How long is your personal password good for? a) 90 days b) 3 days c) 60 days d) As long as you are a CareTracker user 3) You should not allow pop-ups while using CareTracker. 4) Where do you go to view a pre-recorded training session? a) Help Index b) Help Training c) The Admin Tab d) Help Support 5) Where is the Quick Reference Guide located? a) The Admin Tab b) Help c) The News application d) The Document Tab 6) Where do you go to change your password? a) Admin System Administration b) Help Support c) Home Management d) None of the above 7) You should use your internet browser s Back button to navigate to a previous page while in CareTracker. Revised 11/12/09 1

8) What is the best method for printing within CareTracker? a) Using the Print button on the Dashboard b) Right clicking on the screen that you would like to print c) Using the Print function through your internet browser d) Using the Control P function 9) The modules are displayed in the left pane of the CareTracker window and works like a table of contents enabling easy navigation. The active module you are working in is always highlighted in for easy identification. a) Green b) Yellow c) Red d) Orange 10) What is displayed on your Dashboard? a) Patient s personal information b) All of the areas you have access to c) User s personal information d) None of the above 11) There is a Glossary of CareTracker terms located in. a) Help b) Admin c) Documents d) Training 12) Where do you go to access PDF files of all training sessions? a) Help Training Web Training b) Help Training Pre-Recorded Training c) Help Support Knowledge Base d) Help Contents Revised 11/12/09 2

Patient Module Application Match-up a.) Demographics b.) Other c.) Referral/Authorization d.) Details e.) Family f.) Log-on g.) Patient log h.) Summary g - An audit trail of every action that has been performed on a patient's record can be viewed in this application. The log shows the date and time of the action that was performed and the operator who performed it. h - In this application you can view and print a summary of the patient's information. Each patient summary includes their basic demographic and insurance information, their next and last appointment, active diagnoses, and any outstanding balance they owe. c - This application is where patient referrals and authorizations for treatment are stored, and multiple referrals and authorizations for a patient can be saved. Referrals can be out-going, as in the case of a primary care office tracking to whom they refer patients, or inbound, as in the case of a specialist tracking from whom he is getting patient referrals. f - This is a future enhancement to CareTracker. a - In this application, patients are registered and added into the CareTracker system. Each patient's record contains basic identifying information, i.e., full name, address, phone number, gender, Social Security number, date of birth and health insurance information. e - This application allows a practice's family members to be linked together, as well as other family members who may serve as the patient's emergency contact. b - A patient's active providers, schools, pharmacies, cases, and attorneys can be entered and saved in this application. d - Additional demographic patient information can be entered in this application, including the patient's primary language, race, religion, and ethnicity. It is also within this application that you can choose to hold a patient's statement. Revised 11/12/09 1

1) If you need to add an extra line for additional information which button would you use? a) [ ] b) [activate] c) [more] d) [ ] 2) What is the function of the [ ] button? a) Automatically adds in information b) Automatically deletes information c) It is used to search the data base for information d) It is used to save information 3) In patient Demographic which are required fields: a) Name, address, phone, Social Security number & gender b) Name, gender, PCP, date of birth & referral c) Name, address, date of birth, referring Dr., gender & Insurance info d) All fields must be filled in 4) Using the button will automatically put in the punctuation and capitalize, while setting up a new patient profile. a) [enter] b) Right (clicking the mouse) c) [tab] d) [shift] 5) Under what circumstance are you required to add a patient s employer information? a) When they are the insurance subscriber b) When it is a worker s comp case c) When they are employed by your office d) When the referring physician requests it 6) Which tab in the name bar would you use to get a pop-up to register patient? a) Info b) Auth c) Edit d) New 7) The [Phn#] tab will show all phone numbers listed for that patient. Revised 11/12/09 2

8) Where do you set a patient s emergency contact information? a) Family b) Info c) Details d) Other 9) You can look up a patient by using the icon or by typing patient information into the box. a) Camera & Id b) Patient & Name c) Magnifying Glass & update d) Magnifying Glass & Id 10) What is the suggested information to search an insurance company by? a) Name b) PO Box c) Group number d) Policy number Revised 11/12/09 3

Scheduling I 1) What is recall used for? a) Calling a patients insurance provider b) Calling up past appointments c) To set as a reminder for future appointments d) None of the above. 2) You can always move the schedule back to the current date by selecting from the "Move" drop-down list. a) Date b) Today c) Current d) Next day 3) When a patient is scheduled for an appointment, but would like an earlier appointment you would add them to the: a) Recall list b) Wait list c) Will call d) Task sheet 4) You will get a pop-up for the wait list when an earlier appointment is available. 5) The gray shaded areas in the Book application means that they are a) For anything b) For Free c) New Patient d) unavailable 6) Why would you want to cancel an appointment if the patient was a no show? a) So you do not get a missing encounter b) To keep a record of patient no-shows c) To remove it from the schedule d) All of the above 7) The application in which you schedule, reschedule and cancel patient appointments is: a) Schedule b) Book c) Advanced d) Wait list Revised 11/24/09 1

8) By using the button, you can access the Book Appointment screen where you can select the appointment criteria, e.g., a provider, location, and an appointment type. a) Calendar application b) Advanced c) Move d) Find 9) When patients have an upcoming recall where are they listed? a) Dashboard b) History c) Reports d) None of the above 10) If None is selected in the name field, then you will be booking what kind of appointment? a) Forced b) Double-booked c) Recall d) Non-Patient Appointment Revised 11/24/09 2

Scheduling II 1) Where is the mini menu located? a) In the Advanced application b) Left clicking the Patient s appointment c) Right Clicking the Patient s appointment d) In the move drop down 2) By clicking on, in the mini menu, the patient is brought into context, and the patient's name and CareTracker ID number will display in the Name Bar. a) Confirm b) Visit c) Patient Demographic d) Pull 3) is where you go to edit appointment information or to cancel a patient s appointment. a) View Appointments b) Open Items c) Encounter Form d) Confirm 4) By default, the Batch Name box displays a batch identification name which consists of. a) Your user name and CareTracker ID b) Patient s ID and Name c) Tracking number followed by the current date d) Your user name followed by the current date 5) The Batch Name can not be changed. 6) Upon check in the appointment box will turn: a) Yellow b) Red c) Green d) Blue 7) It is important to before entering and posting any financial transaction such as charges, payments, co-payments, adjustments and refunds. a) Go to Transactions b) Creat a batch c) Open a Financial report d) Send a ToDo Revised 11/24/09 1

8) The confirm application is located in the: a) History tab b) Recall list c) Mini Menu d) All of the above 9) Using the button will allow you to book an appointment even if the time and field normally would not allow you to. a) Find b) Search c) Go d) Force 10) You can view up to 30 days on the schedule. Revised 11/24/09 2

Scheduling III 1) Where is the mini menu located? a) In the Advanced application b) Left clicking the Patient s appointment c) Right Clicking the Patient s appointment d) In the move drop down 2) By clicking on, in the mini menu, the patient is brought into context, and the patient's name and CareTracker ID number will display in the Name Bar. a) Confirm b) Visit c) Patient Demographic d) Pull 3) is where you go to edit appointment information or to cancel a patient s appointment. a) View Appointments b) Open Items c) Encounter Form d) Confirm 4) By default, the Batch Name box displays a batch identification name which consists of. a) Your user name and CareTracker ID b) Patient s ID and Name c) Tracking number followed by the current date d) Your user name followed by the current date 5) The Batch Name can not be changed. 6) Upon check in the appointment box will turn: a) Yellow b) Red c) Green d) Blue 7) The confirm application is located in the: a) History tab b) Recall list c) Mini Menu d) All of the above Revised 3/29/10

8) When you want to assign a room for a patient, you use: a) Check-in b) Take Back c) Check-out d) Double Book 9) Which module do you find Today s Journal in? a) Transaction b) Reports c) Admin d) Financial 10) Which module do you access to Post a batch? a) Transaction b) Reports c) Admin d) Financial Revised 3/29/10

ToDo s and Front Office Dashboard Review 1) Where is the PM Task Sheet located? a) Help Training b) Help Quick Reference Guide c) Documents d) Help Index 2) CareTracker ensures there is a visit and charge for every appointment scheduled in the system through the link. a) Admissions b) Missing Encounters c) Missing Info d) None of the above 3) The Appointment Conflicts link only allows you to see the appointments that have an availability conflict. 4) If Claims Manager fails one line in a charge, but passes two others, the whole charge is. a) Passed b) Sent to Billing c) Put on Hold d) Approved for Payment 5) When all the unprinted correspondence has been printed, click on the button and the letters are removed from the Unprinted Correspondence queue. a) Print b) Generate c) Done d) Mark Printed 6) CareTracker defaults to checking missing information for appointments within the next days. a) 5 b) 10 c) 15 d) 30 7) CareTracker only electronically checks eligibility with insurances with which there is an on-line, real time electronic link. Revised 1/27/10 1

8) Patients who were originally registered in CareTracker without insurance information, but have since had insurance information entered onto their account are flagged in the link. a) Admissions b) Missing Info c) Eligibility d) New Insurance Revised 1/27/10 2

Front Desk Billing Basics 1) In patient Demographic which are required fields: a) Name, address, phone, Social Security number & gender b) Name, gender, PCP, date of birth, referral and Insurance Subscriber. c) Name, address, date of birth, referring Dr., gender, and all Insurance fields. d) All fields must be filled in 2) To ensure you are receiving any Missing Info alerts, you should set this up in your. a) Operators and Roles b) Operator Batch Control Set-up c) Patient Module d) None of the Above 3) Once a patient's insurance card is scanned and saved into CareTracker, the insurance information does not have to be entered into the insurance fields. 4) A list of Undeliverable and Forwarded address can be found in the link. a) Statements b) Letters c) Missing Info d) Unprinted Correspondences 5) You can add to or remove options from a drop-down list by clicking on the Quick Pick Setup link under the Financial Setup and Admin section of the Module. a) Financial b) Administration c) Home d) Transactions 6) You can Create Quick Pick Lists for: a) Referring Providers b) Insurance Plans c) Financial Transactions d) Statement Messages e) None of the Above f) All of the above Revised 1/27/10 1

Charge Entry 1) When you set up your very first batch what should you do with the Show Alerts drop-down? a) Leave it at the default b) Set it to No c) Set it to Yes d) There is no alerts drop-down 2) In which Module will you find Today s Journals? a) Home b) Reports c) Financial d) Transactions 3) You should always post a batch; even if it does not balance. 4) You can have more than one batch open per day. 5) It is important to create a batch before entering and posting: a) A Visit b) An Appointment c) All Reports d) Financial Transactions 6) Where is the Operator Batch Control application found? a) Home b) Name Bar c) Financial Module d) Reports 7) By default, the Batch Name box displays a batch identification name which consists of. a) Your user name and CareTracker ID b) Patient s ID and Name c) Tracking number followed by the current date d) Your user name followed by the current date 8) In the Search Diagnosis field; you can only search by codes. Revised 11/30/09 1

9) A list of diagnosis is displayed on the charge screen. a) Patient s previous b) Provider s most used c) Insurance approved d) General 10) What is the maximum number of modifiers you can have per procedure code? a) 2 b) 4 c) 6 d) 3 11) You must or your bills will not go out. a) Balance Your Journals b) Confirm all Patient Visits c) Hold Charges d) Post Batches 12) The Servicing Provider and Billing Provider must be the same. 13) You can add a referral/auth in the charge entry screen. Revised 11/30/09 2

Electronic Remittances 1) When you set up your very first batch what should you do with the Show Alerts drop-down? a) Leave it at the default b) Set it to No c) Set it to Yes d) There is no alerts drop-down 2) Remittances received electronically into CareTracker are identified in the Electronic Remittances link under the Billing section of the. a) Open Items b) Dashboard c) Reports d) Financials 3) Only completely matched transactions will be processed electronically. 4) If the transactions are not matched the payment will need to be manually posted into CareTracker via the application. a) Reports b) Financial c) Admin d) Open Items 5) After payments have been posted electronically, credit balances and denials are automatically processed. 6) When a transaction line item is a match it will be high-lighted in. a) Blue b) Green c) White d) Gray 7) The status of manually posted remittances should be changed to. a) Active b) Inactive c) Transition d) Posted Manually 8) CareTracker does not give you the ability to print paper EOB s. Revised 4/7/10 1

Billing Follow-Up 1) CareTracker waits a minimum of from the first day a claim is submitted to check the status of the claim. a) Three days b) Five days c) Seven days d) Ten days 2) Claim status for individual claims can be checked from any application in CareTracker where the screen displays. a) Open Items b) Claims Summary c) Reports d) None of the above 3) Unpaid/Inactive Claims link can be found under the Billing section of the section. a) Dashboard b) Open Items c) Info d) Financial 4) Inactive claims are claims that are not only unpaid, but also have not had any follow-up activity on them for the last days. a) 10 days b) 20 days c) 30 days d) 90 days 5) Every evening, CareTracker will automatically check the status of every claim on which there is an outstanding balance. 6) Not all payers are currently active with electronic claim status. The 'CareTracker Claim Status Payer List' will detail the available payers. It can be found in. a) Help b) Doc c) Reports d) Admin 7) CareTracker checks claims moved to the 'Hold' category automatically. Revised 4/7/10 1

8) When the billing provider, dates of service, procedure codes, fee, units, servicing provider, or insurance needs to be changed, the charge will need to be reversed via the Edit application in the Module. a) Home b) Transactions c) Reports d) Financial 9) The application is used to view all dates of service and all the associated procedures, financial transactions and claim activity. a) Dashboard b) Reports c) Open Items d) Financial Revised 4/7/10 2

Billing Dashboard Review 1) All transactions must be posted before running any Month End report in CareTracker and periods cannot be closed if batches linked to that period are open. 2) batches locks the transactions permanently in CareTracker. a) Holding b) Posting c) Creating d) Closing 3) In the Claims Worklist only certain columns can be resorted ascending or descending by clicking on the column heading. 4) Batches can not be shared. 5) It is possible you will not be able to match all of the yellow or white lines. If you do not find a match, these payments must be posted manually via the application. a) Payment Open Items b) Dashboard c) Admin d) Reports 6) When a patient makes a payment before services are rendered, the payment is posted into CareTracker as an payment. a) Pending b) Posted c) Unapplied d) Credit 7) The "Apply Unapplied" field displays only if a balance is out to. a) Primary Insurance b) Secondary Insurance c) Collections d) Private Pay Revised 4/7/10 1

8) Unprinted Paper Claim Batches link is under the Billing section of the. a) Dashboard b) Financial Application c) Transaction Application d) None of the above 9) The Claims Worklist link under the Billing section of the Dashboard identifies: a) New Claims b) Claims with missing submitter numbers c) Claims with a denial status d) All of the above 10) Any claim listed in the column is a claim that will be transmitted during the next bill run. a) Claims Pending b) New/Prepared c) Recent/New d) CareTracker Edits 11) A claim is only moved to the Hold Claim worklist category if you manually flag the claim with a 'Hold' status. 12) Claims that are transferred from a patient s primary insurance to the supplementary insurance and are not paid within 30 days, go into which category? a) Hold b) Inactive c) Pending d) Crossover 13) Claim status for individual claims can be checked from any application in CareTracker where the Claim screen displays. a) Open Items b) Claim Summary c) Today s Journal d) Claims Report 14) When the billing provider, dates of service, procedure codes, fee, units, servicing provider, or insurance needs to be changed, the charge will need to be reversed from CareTracker via the Edit application in the Module. a) Transactions b) Reports c) Financial d) Admin Revised 4/7/10 2

15) After the charge is reversed using the Edit application, the charge will then need to be put back into the system. Revised 4/7/10 3

Operators and Roles 1) Roles are based on CareTracker modules and include Administration, Financial, and. a) Overrides b) Clinical c) User d) None of the above 2) Once an operator has been added, you can not override their role to allow access to particular features and applications in CareTracker. 3) The Operators and Roles link is found in which application? a) Home b) Transactions c) Reports d) Admin 4) For each operator you can generate a list of activity for the last seven days by clicking on the button. a) [A] b) [L] c) [O] d) [R] 5) Passwords must be at least characters. a) Six b) Eight c) Ten d) Twelve 6) The "Change Password" check box will automatically make the operator have to change their password the first time they log in. 7) The Operator Log link, in the Admin Application, can include all operators, or be limited to one particular operator. a) Previous operator b) Provider operator c) Current operator d) Admin operator Revised 1/20/10 1

Month End Reports 1) Month End reports can be generated all at one time in the application of the Reports Module. a) Today s Journal b) Report Stacker c) Reports folder d) Published Reports 2) Only the operator who creates a report will be able to delete it from the list of saved reports. 3) can be run any time after a period is posted. a) Financial Reports b) Historical Journals c) Month End Reports d) None of the above 4) This report shows financial information by period to date and fiscal year to date, and displays the total amount of charges, payments, adjustments, patients, visits, and units. a) 13 Period Roll-Up b) All Detail Report c) Analysis Report d) Detail Aging Report 5) This report shows detail financial information by age and displays each patient name, insurance plan, and their outstanding balance broken down into aging buckets, 0-30 days, 31-60 days, 61-90 days, 91-120 days, and over 120 days. a) 13 Period Roll-Up b) All Detail Report c) Analysis Report d) Detail Aging Report 6) This report shows financial information, e.g., charges, payments, adjustments, units, the number of patients, and the number of visits over a time frame of periods. a) 13 Period Roll-Up b) All Detail Report c) Analysis Report d) Detail Aging Report Revised 4/9/10 1

7) This report shows all information regarding a financial transaction within CareTracker. All financial transactions associated with a specific date of service will be listed on a separate line. a) 13 Period Roll-Up b) All Detail Report c) Analysis Report d) Detail Aging Report 8) You have the ability to create of Month End reports that can be generated all at one time in the Report Stacker application of the Reports Module. a) Groups/Report Groups b) Filters/Report Filter c) Stacks/Report Stacker d) Links/Report Links 9) In CareTracker before any charges or payments are entered into the system you must define your fiscal periods. a) Report Periods b) Batch Periods c) Payment Periods d) Fiscal Periods 10) To create Month End Reports, click on the Month End Reports link under the section of the Reports application. a) Other Reports b) Admin Reports c) Financial Reports d) Published Reports Revised 4/9/10 2

Advanced Reports 1) The financial Other Reports are accessible by clicking on the Other Reports link under the Financial Reports heading of the Application. a) Financial b) Admin c) Reports d) Transactions 2) The "Accounts Receivable Payment Lag Report" report displays charges for the service month, payments and adjustments during specific time periods and the open balance for the specific service month. 3) To include all CPT codes, enter in the "Enter Beginning CPT Code" field and in the "Enter the End CPT Code" field. a) 00001/00009 b) 1/99 c) 1/99999 d) 10000/99999 4) Published reports operators have access to are not limited based on their role in CareTracker. 5) All reports that you have run can be found in in the Reports Application. a) Report File b) Published Reports c) Other reports d) None of the Above Revised 4/7/10 1

Collections 1) the Collections link under the Billing Section of the Dashboard. a) Reports Application b) Financial Application c) Dashboard d) Help 2) The Collection System in CareTracker allows you to focus your collection efforts on patients with balances at least days overdue. a) 30 b) 45 c) 60 d) 90 3) When you generate statements, any patient that has a balance past your set overdue duration will have to be manually brought into the collections system for the first time. 4) When the patient balance reaches zero, the patient is automatically removed from the Collections list. 5) Group specific Collection Letters can be built in the Letter Editor link under the section of the Administration Module. a) Financial b) Forms and Letters c) Messages d) Patient 6) If you create and add a group specific collection letter to your Forms quick pick list, you will still have access to the Global Collection Letters in the Collections System. 7) The insurance list is based on the selection in the Insurance Plans under the link in the Admin section of the Admin module. a) Quick Pick Builder b) Insurance List Builder c) Group Insurance d) Group Payers 8) It is best to create a separate batch when writing off balances as it is a convenient way to keep track of transactions created by the Auto Write Off application. Revised 4/9/10 1

9) CareTracker supports the accounts receivable management process by making it easy to keep track of small balances. This application is specifically useful when dealing with private pay, collections pending, collections actual or free care balances. a) Other Reports b) Balance Transfer c) Secondary Claims d) Auto Write-offs Revised 4/9/10 2

Appointment Templating 1) The schedule template built in the Module is the interface used to generate availability for each of the resources designated in a group. a) Scheduling b) Admin c) Home d) Reports 2) Once a schedule template is established for your group, it can not be edited. 3) determine what types of appointments can be seen at what times, and are the building blocks for a resources schedule. a) Time durations b) Resource columns c) Task classes d) Non-patient appointments 4) For a one time scheduled day change, the day in question can simply be edited by clicking on the button. a) Build Schedule b) New Day c) Schedule Macro d) Modify Macro 5) A new day only needs to be created for a resource when it is going to be built into their schedule for an extended period of time. 6) Once a new week is created, that week needs to be built into the resources schedules for months and maybe years at a time. This can be done for many weeks at a time by clicking on the button. a) New week b) Build Schedule c) Schedule Macro d) Modify Macro 7) Or, weeks can be added by selecting each week of each month accordingly by clicking on the button. a) New week b) Build Schedule c) Schedule Macro d) Modify Macro Revised 4/12/10 1

8) While building a recourse s schedule, when a month and/or year is selected from the "Month" or "Year" field drop-down list, the button must be clicked in order to display the calendar for that month/year. a) Save b) [ ] c) Go d) None of the above 9) By clicking on the bull s eye like symbol located after each week of the month you can delete the resource's availability for the entire week. a) Save b) Move c) Edit d) Delete 10) There can not be any availability currently selected for a week for which you would like to use the Schedule Macro button. 11) can be used to modify an existing day or replace an existing day of a resources schedule for an extended period of time. a) New day b) Build Schedule c) Schedule Macro d) Modify Macro 12) Any appointment that was previously scheduled during an available time slot that was modified or deleted will. a) Also be deleted b) Will automatically rescheduled c) Become a conflict on your schedule d) Will get shifted to another resource at the same time frame 13) A number of conflicted appointments for the group are totaled next to the Appointment Conflicts link under the Front Office section of the. a) Front Office section of the Dashboard b) Set-Up section of the Admin c) Published Reports section of Reports d) History section of Scheduling 14) Other Reports should be published to the application of the Reports Module. a) Reports Folder b) Reports Stacker c) Published Reports d) Scheduling Reports Revised 4/12/10 2

Managing Credits and Unapplied Balances 1) Credit balances can be identified by the Credit Balances link under the for a specific batch or group. a) Front Office section of the Dashboard b) Statements section of the Financial application c) Billing section of the Dashboard d) Management section of the Dashboard 2) Credit balances are created when either a patient or an insurance company pays more money for a specific procedure for a specific date of service than what was billed. 3) After you post payments via electronic remittances, it is best to work on credit balances for the batch you were working in before. a) Running your Journal b) Posting your Batch c) Opening a new Batch d) Opening a Fiscal Period 4) The information entered in the Memo field displays on the memo section of the refund check. By default, the reference is: a) The check number and amount b) The insurance companies ID # and address c) The patient s name and date of service d) The provider s name and date of service 5) When a patient makes a payment before services are rendered, i.e. their copayment, the payment is posted into CareTracker as: a) A Credit Balance b) A Payment Balance c) A Service Fee d) An Unapplied Payment 6) A batch does not need to be open in order to apply unapplied money. 7) The unapplied money can be applied automatically to the patient s charge through either the or application. a) Charges/Bulk Charges b) Charges/Group Charges c) Bulk/Charges on Hold d) Credit Balances/Bulk Charges Revised 4/12/10 1

8) If the unapplied money is not applied automatically you will be able to apply the unapplied amount manually. 9) The Unapplied link will generate a list that shows the patient's name with an unapplied balance, the amount of money that is unapplied and the patient's last. a) Service date b) Appointment c) Transaction date d) Co-payment date 10) This list should be reviewed and reconciled on a basis. a) Daily b) Weekly c) Monthly d) As needed Revised 4/12/10 2

Recalls 1) Recalls are reminders to patients that an appointment. a) Is scheduled b) Needs to be booked c) Need to be rescheduled d) None of the above 2) When appointments are scheduled in CareTracker, they can be manually linked to recalls from the "Recall" field in the screen. a) Recalls/Letters Due link b) Patient search c) Book appointment d) The Recall tab in Scheduling 3) Once a recall is linked to an appointment, it becomes inactive rather than open, but should the patient cancel the appointment; the recall. a) Is Canceled b) Needs to re-opened c) Is Expired d) Becomes open again 4) Only the appointment types that are set to active will display in the "Appointment Type" list. 5) You can activate or deactivate an appointment type by clicking the Appointment Type link under: a) Scheduling in Setup of the Admin module b) Recalls in the Dashboard c) The Correspondence tab d) Scheduling module 6) Printing Batch Letters can be done even before the letters have been generated in CareTracker. 7) From this link, appointment recall letters or envelope labels can be generated and printed: a) Letters b) Recalls/Letters Due c) Recall Import d) Admin Revised 4/12/10 1

Admissions and Hospital Rounding 1) It is important to before entering and posting any financial transaction such as charges, payments, co-payments, adjustments and refunds. a) Go to Transactions b) Creat a batch c) Open a Financial report d) Send a ToDo 2) Where is the Admissions link located? a) Payment of Account in the Transaction module b) Patient section in the Admin Module c) Front Office section on the Dashboard d) In Open Items 3) You can add a patient to the Admissions application by entering basic details required for the admission but will still have to register the patient in CareTracker for billing purposes. 4) By default, the Admission Date is set to today's date. You can change the date if necessary. 5) It is important to generate admission lists for you to work based on the criteria: Multi-Visit Days, Missing Days and Patient In Context This can be done through: a) Group b) Status c) Filter d) None of the above 6) If the status is changed to, the patient is removed from the Admissions worklist that is created based on the default settings. a) Closed b) Discharged c) Entered d) Open 7) The patient admission displays all activities that pertain to the admission selected. a) Profile b) History c) Charges d) Info Revised 4/7/10 1

8) The Charges window displays all that you must save as a charge. a) Hospital round visits b) Visit Days c) Admission charges d) Admission days Revised 4/7/10 2

Letter Editor 1) The Letter Editor application in the enables you to create and design your own personalized letters for your practice. a) Dashboard b) Admin Module c) Reports d) Transactions 2) Any form letter you design and save for your company will always be available for all your groups' operators in the Form Letters application. 3) Working in Letter Editor to create and design form letters is similar to working in. a) Microsoft Works b) Microsoft Word c) Microsoft Excel d) Microsoft PowerPoint 4) Form Letters can be accessed by clicking on the button in the Name Bar. a) [Corr] b) [OI] c) [Ltrs] d) [Info] 5) Letter Editor is preset to double space when you hit the [Enter] key to enter a new line of text. For single spacing hold the [Shift] key down as you hit the [Enter] key. Revised 4/13/10 1

Referrals/Authorizations 1) The Ref/Auth tab is located in which module: a) Patient b) Scheduling c) Transactions d) Reports 2) Referrals has two options, which are: a) PCP/Referring Provider b) Patient/Referring Provider c) Outgoing Referral/Incoming Referral d) None of the above 3) There are three Authorization types. What are they? a) Visits/Amount/Days b) Appointments/Amount/Hours c) Visit/Charge/Days d) Visits/Amount/Hours 4) You are able to add notes only to the Authorization, not Referrals. 5) With a patient in context, you can view existing Referrals in the Ref/Auth tab. You would do so by: a) Typing in the referral date b) Clicking the [inactive] button c) Clicking on the line you would like to research d) This statement is false 6) You can not edit the information on an existing Referral or Authorization. 7) Referral Authorization reports can be found in the section of the Reports module. a) Medical Reports b) Patient reports c) Scheduling Reports d) Productivity Reports Revised 4/13/10 1