COMPUTERIZED PATIENT BILLING & APPOINTMENT SCHEDULING Textbook: Computers in the Medical Office, 8 th Edition by Susan M. Sanderson Software: Medisoft WEEK CHAPTER OBJECTIVES ASSIGNMENTS & TESTS 23 1 24 2 Introduction to Health Information Technology and Medical Billing Introduction to Medisoft o Explain why the use of technology in healthcare is increasing. o Describe the functions of practice management programs. o Identify the core functions of electronic health record programs. o List the step in the medical cycle that occurs before a patient encounter. o List the steps in the medical cycle that occurs during a patient encounter. o List the steps in the medical cycle that occur after a patient encounter. o Discuss how the HIPAA Privacy Rule and Security Rule protect patient health information. o Explain how the Health Information Technology for Economic and Clinical Health (HITECH) Act and the Affordable Care Act (ACA) promote health information technology and explore new models of delivering healthcare. o List the six databases Medisoft uses to store information. o List the menus in o Explain the function of the Medisoft toolbar. o Explain how to enter, edit, save, and delete data in Computers in the Medical Office Page 1 **Test 1
25 3 26 4 Scheduling Entering Patient Information o Describe how to change the Medisoft Program Date. o Discuss two types of help available in o Explain how to create and restore backup files in o Describe the functions of the file maintenance utilities in o Describe the Medisoft security features used to ensure compliance with HIPAA and HITECH regulations. o List the four main areas of the Office Hours window. an appointment. o Demonstrate how to schedule a follow-up appointment. o Demonstrate how to search for an available time slot. o Demonstrate how to book an appointment for a new patient. o Demonstrate how to book repeating appointments. o Demonstrate how to reschedule an appointment. recall list. provider breaks in the schedule. o Demonstrate how to print a provider s schedule. n overdue balance report for upcoming appointments. o Explain how patient information is organized in o Discuss how a new patient is added in o Describe how to search for a patient in o Describe how patient information is edited in Computers in the Medical Office Page 2 **Test 2 **Test 3
27 5 28 6 Working with Cases Entering Charge Transactions and Patient Payments o Describe when it is necessary to create a new case in o List the eleven tabs in the Case dialog box. o Review the information contained in the Personal tab and the Account tab. o Discuss the information recorded in the Policy 1, 2, 3, and Medicaid and Tricare tabs in o Describe the information contained in the Diagnosis tab and the Condition tab in o Describe how to edit information in a case. o Describe the three types of transactions recorded in o Discuss how to select a patient and case in Transaction Entry. charge transactions in payments made at the time of an office visit. o Demonstrate how to print a walkout receipt. o Demonstrate how to process a refund for a patient. Computers in the Medical Office Page 3 **Test 4 **Test 5
o Demonstrate how to post a nonsufficient funds (NSF) check. 29 7 30 8 Creating Claims Posting Payments and Creating Patient Statements o Describe the five most common types of health insurance plans. o Describe the role of claims in the billing cycle. o Discuss the information contained in the Claim Management dialog box. o Demonstrate how to create claims in o Describe how to locate a claim that has already been submitted. o Discuss how claims are edited in o Explain how to change the status of a claim. o List the steps required to submit electronic claims in o Describe how to add attachments to electronic claims. o Describe how an adjustment is calculated if the payer pays less than the provider s usual fee. o List the five steps for processing a remittance advice. insurance payments. o Demonstrate how to apply insurance payments to charges. and apply a patient payment received by mail. capitation payments. o Demonstrate how to create patient statements. o Explain how statements are Computers in the Medical Office Page 4 **Test 6 **Test 7
31 9 32 10 Creating Reports Collections in the Medical Office edited. o Demonstrate how to preview and print patient statements. o List the three types of reports available in o Explain why accounts receivable reports are critical to a practice s financial success. o Distinguish between patient, procedure, and payment day sheets. practice analysis report. patient ledger report. standard patient list report. o Describe how to use Medisoft Reports to create a report. o Explain how to access Medisoft s built-in custom reports. o Demonstrate how to open a report for editing in Medisoft s Report Designer. o Explain the importance of prompt follow-up on insurance claims. o Summarize the importance of a financial policy in a medical office. o Identify the laws that regulate collections from patients. o Demonstrate how to post a payment from a collection agency. o Discuss the process of writing off uncollectible accounts. o Explain how to use a patient aging report to identify pastdue accounts. o Demonstrate how to add an account to the collection list. collection letter. collection tracer report. **Test 8 **Test 9 **Test 10 Computers in the Medical Office Page 5