Computers in the Medical Office
, by Sanderson, Susan
- ISBN: 9780073402130 | 0073402133
- Cover: Spiral Bound
- Copyright: 7/27/2012
Computers in the Medical Office 8eis the best-selling text for training students using full-featured and current Medisoft Version 17 Patient Billing software. McGraw-Hill publishes the most titles to train students on Medisoft software. Our publishing relationship with Medisoft has been ongoing for 15 years. Computers in the Medical Office 8eoffers medical office training using current, realistic medical office cases while building transferable computerized medical billing and scheduling skills. Students who complete this course will learn the appropriate terminology and skills to use any patient billing software program with minimal additional training. As students progress through Medisoft, they learn to gather patient information, schedule appointments and enter transactions. The practical, systematic approach is based on real-world medical office activities. Go with the best. Go with the tried and true. Go with the Medisoft titles that will give you and your students the training and support you need to be successful. Go with McGraw-Hill's Computers in the Medical Office 8e.
Part 1: INTRODUCTION TO COMPUTERS IN THE MEDICAL OFFICE
Chapter 1: Introduction to Health Information Technology and Medical Billing
1.1 THE INCREASING USE OF TECHNOLOGY IN HEALTHCARE
1.2 FUNCTIONS OF PRACTICE MANAGEMENT PROGRAMS
Creating and Transmitting Claims
Monitoring Claim Status
Receiving and Processing Payments
1.3 FUNCTIONS OF ELECTRONIC HEALTH RECORD PROGRAMS
Health Information and Data Elements
Results Management
Order Management
Decision Support
Electronic Communication and Connectivity
Patient Support
Administrative Processes
Reporting and Population Management
Advantages of Electronic Health Records
1.4 THE MEDICAL DOCUMENTATION AND BILLING CYCLE: PRE-ENCOUNTER
Step 1: Preregister Patients
1.5 THE MEDICAL DOCUMENTATION AND BILLING CYCLE: ENCOUNTER
Step 2: Establish Financial Responsibility
Step 3: Check In Patients
Step 4: Review Coding Compliance
Step 5: Review Billing Compliance
Step 6: Check Out Patients
1.6 THE MEDICAL DOCUMENTATION AND BILLING CYCLE: POST-ENCOUNTER
Step 7: Prepare and Transmit Claims
Step 8: Monitor Payer Adjudication
Step 9: Generate Patient Statements
Step 10: Follow Up Payments and Collections
1.7 THE IMPACT OF LEGISLATION: HIPAA
HIPAA Electronic Transaction and Code Sets Standards
HIPAA Privacy Requirements
HIPAA Security Requirements
State Regulation
1.8 THE IMPACT OF LEGISLATION: HITECH AND ACA
Health Information Technology for Economic and Clinical Health Act (2009)
Patient Protection and Affordable Care Act (2010)
Part 2: MEDISOFT ADVANCED TRAINING
Chapter 2: Introduction to Medisoft
2.1 THE MEDISOFT DATABASES
2.2 THE MEDISOFT MENUS
File Menu
Edit Menu
Activities Menu
Lists Menu
Reports Menu
Tools Menu
Window Menu
Help Menu
Exercise 2-1: Medisoft Menus
2.3 THE MEDISOFT TOOLBAR
Exercise 2-2: Toolbar Buttons
2.4 ENTERING, EDITING, SAVING, AND DELETING DATA IN MEDISOFT
Entering Data
Editing Data
Exercise 2-3: Editing Data
Saving Data
Deleting Data
2.5 CHANGING THE MEDISOFT PROGRAM DATE
Windows XP
Windows Vista and Windows 7
2.6 USING MEDISOFT HELP
Hints
Built-In
Exercise 2-4: Using Built-in Help
2.7 CREATING AND RESTORING BACKUP FILES
Creating a Backup File While Exiting Medisoft
Exercise 2-5: Backing Up
Restoring the Backup File
Exercise 2-6: Restoring a Backup File
2.8 MEDISOFT’S FILE MAINTENANCE UTILITIES
Rebuilding Indexes
Packing Data
Purging Data
Recalculating Patient Balances
2.9 USING MEDISOFT SECURITY FEATURES TO ENSURE HIPAA AND HITECH COMPLIANCE
User Logins and Audit Controls
Auto Log Off and Unapproved Codes
Chapter 3: Scheduling
3.1 THE OFFICE HOURS WINDOW
Program Options
Entering and Exiting Office Hours
3.2 ENTERING APPOINTMENTS
Exercise 3-1: Entering an Appointment, Leila Patterson
Exercise 3-2: Entering an Appointment, Elizabeth Jones
Exercise 3-3: Looking up a Provider and Entering an Appointment
3.3 BOOKING FOLLOW-UP APPOINTMENTS
Exercise 3-4: Booking an Appointment with a Follow-up
3.4 SEARCHING FOR AVAILABLE TIME SLOTS
Exercise 3-5: Searching for Open Time, Ramos
Exercise 3-6: Searching for Open Time, Klein
3.5 ENTERING APPOINTMENTS FOR NEW PATIENTS
Exercise 3-7: Entering an Appointment for a New Patient
3.6 BOOKING REPEAT APPPOINTMENTS
Exercise 3-8: Booking Repeat Appointments
3.7 RESCHEDULING AND CANCELING APPPOINTMENTS
Exercise 3-9: Rescheduling Appointments
3.8 VERIFYING INSURANCE ELIGIBILITY AND BENEFITS
Eligibility Verification Icons
Exercise 3-10: Verifying a Patient’s Eligibility
3.9 CHECKING PATIENTS IN AND OUT
Exercise 3-11: Checking In a Patient
3.10 CREATING AN OVERDUE BALANCE REPORT FOR PATIENTS WITH APPOINTMENTS
Exercise 3-12: Creating an Overdue Balance Report
3.11 CREATING A PATIENT RECALL LIST
Adding a Patient to the Recall List
Exercise 3-13: Adding a Patient to the Recall List
3.12 CREATING PROVIDER BREAKS
Exercise 3-14: Entering a Provider Break
3.13 VIEWING AND PRINTING SCHEDULES
Exercise 3-15: Viewing a Provider Schedule
Applying Your Skills 1: Enter an Appointment for a New Patient
Applying Your Skills 2: Search for an Open Time
Applying Your Skills 3: Preview a Physician’s Schedule
Chapter 4: Entering Patient Information
4.1 HOW PATIENT INFORMATION IS ORGANIZED IN MEDISOFT
4.2 ENTERING NEW PATIENT INFORMATION
Name, Address Tab
Exercise 4-1: Chart Numbers
Other Information Tab
Payment Plan Tab
Exercise 4-2: Adding a New Patient
Adding an Employer to the Address List
Exercise 4-3: Adding an Employer
4.3 SEARCHING FOR PATIENT INFORMATION
Search for and Field Option
Exercise 4-4: Search Using Field Box
Locate Buttons Option
Exercise 4-5 Search Using Locate Button
4.4 EDITING PATIENT INFORMATION
Exercise 4-6: Editing Patient Information
Applying Your Skills 4: Entering a New Patient
Chapter 5: Working with Cases
5.1 UNDERSTANDING CASES
When to Set Up a New Case
Case Examples
5.2 NAVIGATING CASES IN MEDISOFT
Case Command Buttons
The Case Dialog Box
5.3 ENTERING PATIENT AND ACCOUNT INFORMATION
Personal Tab
Exercise 5-1: Entering Data in the Personal Tab
Account Tab
Exercise 5-2: Entering Data in the Account Tab
5.4 ENTERING INSURANCE INFORMATION
Policy 1 Tab
Exercise 5-3: Entering Data in the Policy 1 Tab
Policy 2 Tab
Policy 3 Tab
Medicaid and Tricare Tab
5.5 ENTERING HEALTH INFORMATION
Diagnosis Tab
Exercise 5-4: Entering Data in the Diagnosis Tab
Condition Tab
Exercise 5-5: Entering Data in the Condition Tab
5.6 ENTERING OTHER INFORMATION
Miscellaneous Tab
Comment Tab
Exercise 5-6: Entering Data in the Comment Tab
EDI Tab
5.7 EDITING CASE INFORMATION
Exercise 5-7: Editing a Case
Exercise 5-8: Copying a Case
Applying Your Skills 5: Creating a Case for a New Patient
Chapter 6: Entering Charge Transactions and Patient Payments
6.1 UNDERSTANDING CHARGES, PAYMENTS, AND ADJUSTMENTS
6.2 SELECTING A PATIENT AND CASE
Chart
Case
Additional Information
6.3 ENTERING CHARGE TRANSACTIONS
Buttons in the Charges Area of the Transaction Entry
Dialog Box
Color Coding in Transaction Entry
Saving Charges
Editing Transactions
Exercise 6-1: Entering a Charge for Hiro Tanaka
Exercise 6-2: Entering a Charge for Elizabeth Jones
6.4 ENTERING PAYMENTS MADE AT THE TIME OF AN OFFICE VISIT
Applying Payments to Charges
Saving Payment Information
Exercise 6-3: Entering a Copayment
Exercise 6-4: Entering Charges and Copayment
6.5 PRINTING WALKOUT RECEIPTS
Exercise 6-5: Creating a Walkout Receipt
6.6 PROCESSING A PATIENT REFUND
Exercise 6-6: Processing a Refund
6.7 PROCESSING A NONSUFFICIENT FUNDS (NSF) CHECK
Exercise 6-7: Processing an NSF Check
Applying Your Skills 6: Add a Diagnosis and Enter
Procedure Charges
Chapter 7: Creating Claims
7.1 THE BASICS OF MEDICAL INSURANCE
Types of Health Plans
7.2 THE ROLE OF CLAIMS IN THE BILLING CYCLE
Medical Necessity
Clean Claims
CMS-1500 and X12 837 Health Care Claim
Exercise 7-1: Exploring the CMS-1500 in Medisoft Help
7.3 CLAIM MANAGEMENT IN MEDISOFT
7.4 CREATING CLAIMS
Exercise 7-2: Creating Claims
7.5 LOCATING CLAIMS
Exercise 7-3: Using the List Only Feature
7.6 EDITING CLAIMS
Carrier 1 Tab
Carrier 2 and Carrier 3 Tabs
Transactions Tab
Comment Tab
EDI Note Tab
Exercise 7-4: Reviewing a Claim
7.7 CHANGING THE STATUS OF A CLAIM
Exercise 7-5: Changing Claim Status
7.8 ELECTRONIC CLAIMS WORKFLOW
Exercise 7-6: Perform an Electronic Claim Edit Check
7.9 SENDING ELECTRONIC CLAIM ATTACHMENTS
Applying Your Skills 7:Reviewing Claims
Chapter 8: Posting Payments and Creating Patient Statements
8.1 THIRD-PARTY REIMBURSEMENT OVERVIEW
Indemnity Plan Example
Managed Care Example
Medicare Participating Example
8.2 REMITTANCE ADVICE (RA) PROCESSING
Claim Adjustments and Denials
Processing Payments
8.3 ENTERING INSURANCE PAYMENTS IN MEDISOFT
The Deposit List Dialog Box
The Deposit Dialog Box
Exercise 8-1: Entering a Deposit: ChampVA
8.4 APPLYING INSURANCE PAYMENTS TO CHARGES
Exercise 8-2: Applying Payments to Charges: ChampVA
Exercise 8-3: Entering a Deposit and Applying Payments: East Ohio PPO
Exercise 8-4: Entering a Deposit and Applying Payments: Blue Cross and Blue Shield
8.5 PROCESSING A PATIENT PAYMENT RECEIVED BY MAIL
Exercise 8-5: Entering a Patient Payment Received by Mail
8.6 ENTERING CAPITATION PAYMENTS
Exercise 8-6: Entering a Capitation Payment
Exercise 8-7: Entering a Zero Amount Payment
Exercise 8-8: Adjusting a Capitated Account
8.7 CREATING STATEMENTS
Statement Management Dialog Box
Create Statements Dialog Box
Exercise 8-9: Creating Statements
8.8 EDITING STATEMENTS
General Tab
Transactions Tab
Comment Tab
Exercise 8-10: Reviewing a Statement
8.9 PRINTING STATEMENTS
Selecting a Format
Selecting the Filters and Printing the Statements
Exercise 8-11: Printing Statements
Applying Your Skills 8: Enter Insurance Payments
Applying Your Skills 9: Create Statements
Chapter 9: Creating Reports
9.1 CREATING REPORTS IN MEDISOFT
Selecting Print Options
Selecting Data for a Report
9.2 THE IMPORTANCE OF ACCOUNTS RECEIVABLE REPORTS
Daily Reports
Monthly Reports
9.3 CREATING DAY SHEETS
Patient Day Sheet
Exercise 9-1: Printing a Patient Day sheet
Procedure Day Sheet
Payment Day Sheet
9.4 CREATING ANALYSIS REPORTS
Billing/Payment Status Report
Practice Analysis Report
Exercise 9-2: Save a Practice Analysis Report as a PDF File
Insurance Analysis Report
Referring Provider Report
Referral Source Report
Unapplied Payment/Adjustment Report
Unapplied Deposit Report
Co-payment Report
Outstanding Co-Payment Report
Appointment Eligibility Analysis—Detail and Summary
Electronic Claims Analysis—Detail and Summary
9.5 CREATING PATIENT LEDGER REPORTS
Exercise 9-3: Printing a Patient Account Ledger
9.6 CREATING STANDARD PATIENT LIST REPORTS
Exercise 9-4: Printing a Patient by Insurance Carrier List
9.7 NAVIGATING IN MEDISOFT REPORTS
The Medisoft Reports Menus
The Medisoft Reports Toolbar
The Medisoft Reports Find Report Box
The Medisoft Reports Help Feature
9.8 CREATING AGING REPORTS
Exercise 9-5 Printing a Patient Aging Report
9.9 CREATING CUSTOM REPORTS
Exercise 9-6: Printing a List of Patients
Exercise 9-7: Printing a List of Procedure Codes
9.10 USING REPORT DESIGNER
Exercise 9-8: Modifying a Report
Applying Your Skills 10: Print a Patient Day Sheet
Applying Your Skills 11: Print an Insurance Payment by Type Report
Chapter 10: Collections in the Medical Office
10.1 FOLLOWING UP ON INSURANCE CLAIMS
Prompt Payment Laws
Working Claim Denials
Aging Insurance Claims
Resubmitting Claims
10.2 THE IMPORTANCE OF A FINANCIAL POLICY
10.3 LAWS GOVERNING PATIENT COLLECTIONS
Using Payment Plans
10.4 WORKING WITH COLLECTION AGENCIES
Exercise 10-1: Posting a Payment from a Collection Agency
10.5 WRITING OFF UNCOLLECTIBLE ACCOUNTS
Exercise 10-2: Writing Off a Patient Balance
10.6 USING A PATIENT AGING REPORT FOR COLLECTIONS
Exercise 10-3: Identifying Overdue Accounts
10.7 ADDING AN ACCOUNT TO THE COLLECTION LIST
Using the Collection List Window
Entering a Tickler Item
Exercise 10-4: Creating a Tickler
10.8 CREATING COLLECTION LETTERS
Exercise 10-5: Creating a Collection Letter
10.9 CREATING A COLLECTION TRACER REPORT
Exercise 10-6: Creating a Collection Tracer Report
Applying Your Skills 12: Print a Patient Aging Report
Applying Your Skills 13: Add a Patient to the Collection List
Applying Your Skills 14: Create a Collection Letter
Part 3: APPLYING YOUR SKILLS
Chapter 11: Appointments and Registration
Exercise 11-1: Scheduling an Appointment: Lawana Brooks
Exercise 11-2: Scheduling an Appointment: Edwin Hsu
Exercise 11-3: Scheduling an Appointment: Anthony Battistuta
Exercise 11-4: Scheduling an Appointment: Stewart Robertson
Exercise 11-5: Scheduling an Appointment: Hannah Syzmanski
Exercise 11-6: Making an Appointment Change
Exercise 11-7: Juggling Schedules
Exercise 11-8: Scheduling an Appointment: Michael Syzmanski
Exercise 11-9: Print a Provider Schedule
Chapter 12: Cases, Transactions, and Claims
Exercise 12-1: Entering Transactions
Exercise 12-2: An Unscheduled Visit
Exercise 12-3: Changing a Transaction Record
Exercise 12-4: Scheduling an Appointment: Diane Hsu
Exercise 12-5: Entering Charges and Payments: Stewart Robertson
Exercise 12-6: Entering Charges and Payments: Diane Hsu
Exercise 12-7: Entering Charges and Payments: Michael Syzmanski
Exercise 12-8: Entering and Applying an Insurance Carrier Payment
Exercise 12-9: Creating Insurance Claims
Exercise 12-10: Finding a Patient’s Balance
Chapter 13: Reports and Collections
Exercise 13-1: Creating a Patient Day Sheet Report
Exercise 13-2: Creating a Patient Aging Report
Exercise 13-3: Creating a Practice Analysis Report
Exercise 13-4: Adding Items to the Collection List
Exercise 13-5: Create Collection Letters
Chapter 14: Putting It All Together
Exercise 14-1: Scheduling Appointments
Exercise 14-2: Rescheduling and Canceling Appointments
Exercise 14-3: Printing Schedules
Exercise 14-4: Creating Cases
Exercise 14-5: Entering Transactions
Exercise 14-6: Creating Claims
Exercise 14-7: Entering Insurance Payments
Exercise 14-8: Creating Patient Statements
Exercise 14-9: Printing Reports
Exercise 14-10: Entering Collection Agency and Patient Payments
Exercise 14-11: Reviewing Overdue Accounts
Exercise 14-12: Adding Patients to the Collection List and Creating Collection Letters
Part 4: SOURCE DOCUMENTS
Glossary
Index
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