WEEK CHAPTER OBJECTIVES ASSIGNMENTS & TESTS 23 1

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1 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 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

technology in healthcare is increasing. o Describe the functions of practice management programs. o Identify the core functions of electronic health record programs.

2 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

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.

3 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 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

4 o Demonstrate how to post a nonsufficient funds (NSF) check 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

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.

5 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

o Distinguish between patient, procedure, and payment day sheets. practice analysis report. patient ledger report. standard patient list report.

MEA 141. Medical Billing. Course Package

MEA 141. Medical Billing. Course Package MEA 141 Medical Billing Course Package Approved: December 3, 2010 EFFECTIVE DATE: Fall 2011 COURSE PACKAGE FORM Team Leader and Members Carol Elledge, Lori Howell, Jeff Turner, Lori Hogue Date of proposal