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To the Student, ix
Your Career in Medical Billing, ix
About This Book, x
Computer Supplies and Equipment, xi
How Can I Succeed in This Class?, xiii
To the Instructor, xxi
Teaching and Learning Supplements, xxi
Acknowledgments, xxiii
Chapter 1. Introduction to Patient Billing, 1
What You Will Learn, 1
Key Terms, 1
Overview of Medical Office Accounting, 2
Day-to-Day Activities, 3
Step 1 Preregister Patients, 3
Step 2 Establish Financial Responsibility, 4
Step 3 Check In Patients, 4
Step 4 Check Out Patients, 7
Step 5 Review Coding Compliance, 10
Step 6 Check Billing Compliance, 10
Step 7 Prepare and Transmit Claims, 10
Step 8 Monitor Payer Adjudication, 12
Step 9 Generate Patient Statements, 12
Step 10 Follow Up Payments and Collections, 12
Computerized Medical Office Databases, 16
Comparing a Computerized Billing System with a Manual Billing System, 18
Access to Information, 18
Search Capability, 18
Minimal Storage Space, 19
Prod, 19
Electronic Claims Transmission, 19
Fewer Errors, 19
Claims Creation and Processing, 20
Fewer Steps to Record Data, 20
Chapter 1 Review, 23
Chapter 2. Using the Computer for Patient Billing, 27
What You Need to Know, 27
What You Will Learn, 27
Key Terms, 27
Medisoft: A Computerized Patient Billing System, 28
Medisoft Menu Bar, 28
Toolbar, 33
Getting Started with Medisoft, 34
Navigating the Medisoft Menus, 34
Dates, 35
Changing the Medisoft Program Date, 35
Formats for Entering Dates, 36
Using Medisoft Help, 36
Exiting Medisoft, 38
Chapter 2 Review, 41
Chapter 3. Managing Data with a Computerized System, 43
What You Need to Know, 43
What You Will Learn, 43
Key Terms, 43
Entering and Editing Data, 44
Editing Data, 44
Saving Data, 44
Deleting Data, 44
Patient Chart Numbers, 46
Searching in Medisoft, 48
Searching for Patients, 48
Searching for Other Data, 49
Adding New Codes, 50
Backing Up Data Files, 52
Viewing Backup Data Files, 54
Restoring the Backup File, 55
Chapter 3 Review, 57
Chapter 4. Entering Patient and Case Information, 61
What You Need to Know, 61
What You Will Learn, 61
Key Terms, 61
How Patient Information is Organized, 62
Patient/Guarantor Information Requirements, 64
Case Information Requirements, 67
Entering Patient and Case Data, 76
Chapter 4 Review, 83
Chapter 5. Processing Transactions, 87
What You Need to Know, 87
What You Will Learn, 87
Key Terms, 87
Handling Transactions, 88
Recording and Entering Procedure Charges, 88
Reviewing a Completed Encounter Form, 88
Entering a Procedure Charge, 90
Entering Payments, 97
Patient Payments, 98
Printing a Walkout Receipt, 98
Chapter 5 Review, 105
Chapter 6. Processing Claims and Creating Statements, 109
What You Need to Know, 109
What You Will Learn, 109
Key Terms, 109
Claim Management, 110
Creating Claims, 110
Editing Claims, 113
Proofing Claims Using the List Only Option, 114
Transmitting Electronic Claims, 114
Printing Insurance Claim Forms, 117
Changing the Claim Status Manually, 119
Deleting Claims, 120
Insurance Payments, 120
Understanding the RA, 121
Entering Insurance Payments in Medisoft, 122
Adjustments, 127
Creating Patient Statements, 128
Statement Management Window, 128
Creating Patient Statements, 130
Printing Statements, 132
Chapter 6 Review, 135
Chapter 7. Producing Reports, 139
What You Need to Know, 139
What You Will Learn, 139
Key Terms, 139
Medisoft Reports, 140
Day Sheets, 140
Crystal Reports Preview Window, 144
Analysis Reports, 145
Billing/Payment Status Report, 145
Practice Analysis Report, 145
Aging Reports, 147
Collection Reports, 149
Patient Collection Report, 149
Insurance Collection Reports, 150
Patient Ledgers, 151
Standard Patient Lists, 154
Custom Reports, 154
List Reports, 156
Designing Custom Reports and Bills, 157
Chapter 7 Review, 159
Family Care Center: A Patient Billing Simulation, 163
Office Procedures Manual, 163
Daily Tasks Before Patients Arrive, 163
Morning Tasks, 164
Afternoon Tasks, 164
Other Tasks During the Day, 164
Weekly Tasks, 164
Monday, November 1, 2010, 165
Tuesday, November 2, 2010, 167
Wednesday, November 3, 2010, 167
Thursday, November 4, 2010, 169
Friday, November 5, 2010, 170
Appendix: Office Hours, 173
What You Need to Know, 173
What You Will Learn, 173
Introduction to Office Hours, 173
Overview of the Office Hours Window, 173
Program Options, 174
Entering and Exiting Office Hours, 175
Entering Appointments, 175
Looking for a Future Date, 176
Searching for Available Appointment Time, 179
Entering Appointments for New Patients, 180
Changing or Deleting Appointments, 180
Previewing and Printing Schedules, 181
Source Documents, 183
Glossary, 303
Index, 307

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