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McGraw-Hill Companies,Inc.
Computers in the Medical Office / Edition 6

Computers in the Medical Office / Edition 6

by Susan M. Sanderson


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Product Details

ISBN-13: 2900073401996
Publisher: McGraw-Hill Companies,Inc.
Publication date: 07/22/2008
Edition description: Older Edition
Pages: 416
Product dimensions: 6.00(w) x 1.25(h) x 9.00(d)

About the Author

Susan M. Sanderson, Senior Technical Writer for Chestnut Hill Enterprises, Inc., is the author of the best-selling textbook, Computers in the Medical Office, 7th edition, and is now the author of Practice Management and EHR: The Total Patient Encounter for Medisoft Clinical. She also authored Electronic Health Records for Allied Health Professions, Case Studies for Use with Computers in the Medical Office, and Patient Billing.

In her more than ten years' experience with Medisoft, and now Medisoft Clinical, Susan has participated in alpha and beta testing, has worked with instructors to site test materials, and has provided technical support to McGraw-Hill customers.

In 2009 Susan earned CPEHR (Certified Professional in Electronic Health Records) certification. In addition, she is a member of the Health Information and Management Systems Society (HIMSS). Susan is a graduate of Drew University with further study at Columbia University.

Table of Contents


Chapter 1 The Medical Office Billing Process

Step 1 Preregister Patients

Step 2 Establish Financial Responsibility for Visit

Step 3 Check in Patients

Step 4 Check Out Patients

Step 5 Review Coding Compliance

Step 6 Check Billing Compliance

Step 7 Prepare and Transmit Claims

Step 8 Monitor Payer Adjudication

Step 9 Generate Patient Statements

Step 10 Follow up Patient Payments and Handle Collections

Chapter 2 Information Technology and HIPAA

Medical Office Applications

Electronic Medical Records

Electronic Prescribing

Practice Management

Advantages of Computer Use

A Note of Caution: What Computers Cannot Do

HIPAA and Electronic Exchange of Information

HIPAA Electronic Transaction and Code Sets Standards

Privacy Requirements

Security Requirements


Chapter 3 Introduction to Medisoft

What is Medisoft?

How Medisoft Data are Organized and Stored

Medisoft Databases

The Student Data Template

The Medisoft Menu Bar

Exercise 3-1

The Medisoft Toolbar

Exercise 3-2

Entering and Editing Data

Changing the Medisoft Program Date

Exercise 3-3

Saving Data

Deleting Data

Using Medisoft Help

Exercise 3-4

Exercise 3-5

Exiting Medisoft

Making a Backup File While Exiting Medisoft

Exercise 3-6

Restoring the Backup File

File Maintenance Utilities

Rebuilding Indexes

Packing Data

Purging Data

Recalculating Patient Balances

CHAPTER 4 Entering Patient Information

How Patient Information is Organized in Medisoft

Entering New Patient Information

Name, Address Tab

Exercise 4-1

Other Information Tab

Payment Plan Tab

Exercise 4-2

Adding an Employer to the Address List

Exercise 4-3

Editing Patient Information

Searching for Patient Information

Search for and Field Option

Exercise 4-4

Locate Buttons Option

Exercise 4-5

On Your Own Exercises

On Your Own Exercise 1: Entering a New Patient

Chapter 5 Entering Insurance, Account, and Condition Information

Working with Cases

When to Set Up a New Case

Case Command Buttons

Creating a New Case for a New Patient

Personal Tab

Exercise 5-1

Account Tab

Exercise 5-2

Diagnosis Tab

Exercise 5-3

Policy 1 Tab

Exercise 5-4

Policy 2 Tab

Policy 3 Tab

Condition Tab

Exercise 5-5

Miscellaneous Tab

Medicaid and Tricare Tab

Comment Tab


Editing Case Information on an Established Patient

Exercise 5-6

On Your Own Exercise 2: Creating a Case for a New Patient

Chapter 6 Entering Charge Transactions and Patient Payments

Transaction Entry Overview

Patient/Account Information



Totals and Charge Tabs

Charge Transactions

Buttons in the Charges Area of the Transaction Entry Dialog Box

Saving Charges

Editing Transactions

Color Coding in Transaction Entry

Exercise 6-1

Exercise 6-2

Payment/Adjustment Transactions

Entering Payments Made During Office Visits

Saving Paymenet Information

Exercise 6-3

Exercise 6-4

Printing Walkout Receipts

Exercise 6-5

Entering Adjustments

Exercise 6-6

On Your Own Exercise 3: Enter Procedure Charges and a Patient Payment

On Your Own Exercise 4: Print a Walkout Receipt

Chapter 7 Creating Claims

Introduction to Health Care Claims

Creating Claims

Create Claims Dialog Box

Exercise 7-1

Claim Selection

Editing Claims

Carrier 1 Tab

Carrier 2 and Carrier 3 Tabs

Transactions Tab

Comment Tab

Exercise 7-2

Electronic Claims

Steps in Submitting Electronic Claims

Sending Electronic Claim Attachments

Changing the Status of Claims

Exercise 7-3

On Your Own Exercise 5: Create Insurance Claims

Chapter 8 Posting Insurance Payments and Creating Patient Statements

Third-Party Reimbursement Overview

Indemnity Plan Example

Mangaged Care Example

Medicare Participating Example

Remittance Advice (RA) Processing

Steps for Processing a Remittance Advice

Entering Insurance Carrier Payments in Medisoft

Entering Insurance Payments

Applying Insurance Payments to Charges

Exercise 8-1

Exercise 8-2

Exercise 8-3

Entering Capitation Payments and Adjustments

Exercise 8-4

Exercise 8-5

Creating Statements

Statement Management Dialog Box

Create Statements Dialog Box

Exercise 8-6

Editing Statements

General Tab

Transactions Tab

Comment Tab

Exercise 8-7

Printing Statements

Selecting a Format

Selecting the Filters and Printing Statements

Exercise 8-8

On Your Own Exercise 6: Enter Insurance Payments

On Your Own Exercise 7: Create Statements

Chapter 9 Printing Reports

Reports in the Medical Office

Day Sheets

Exercise 9-1

Exercise 9-2

Exercise 9-3

Analysis Reports

Exercise 9-4

Aging Reports

Exercise 9-5

Collection Reports

Patient Ledger Reports

Exercise 9-6

Standard Patient Lists

Custom Reports

Exercise 9-7

Exercise 9-8

Using Report Designer

Exercise 9-9

On Your Own Exercise 8: Print a Patient Day Sheet

On Your Own Exercise 9: Print a Practice Analysis Report

Chapter 10: Collections in the Medical Office

The Importance of Collections in the Medical Practice

The Patient Collection Process

Laws Governing Timely Payment of Insurance Claims

Using a Practice Management Program for Collections Activities

Exercise 10-1

Using the Collection List

Entering a Tickler Item

Exercise 10-2

Creating Collection Letters

Exercise 10-3

Printing a Collection Tracer Report

Exercise 10-4

On Your Own Exercise 10: Print a Patient Aging Applied Report

On Your Own Exercise 11: Add an Item to the Work List

On Your Own Exercise 12: Create a Collection Letter

Chapter 11 Scheduling

Introduction to Office Hours

Overview of the Office Hours Window

Program Options

Entering and Exiting Office Hours

Entering Appointments

Looking for a Future Date

Exercise 11-1

Exercise 11-2

Exercise 11-3

Exercise 11-4

Searching for Available Appointment Time

Exercise 11-5

Exercise 11-6

Entering Appointments for New Patients

Exercise 11-7

Booking Repeated Appointments

Exercise 11-8

Changing or Deleting Appointments

Exercise 11-9

Creating a Recall List

Adding a Patient to the Recall List

Exercise 11-10

Creating Breaks

Exercise 11-11

Previewing and Printing Schedules

Exercise 11-12

On Your Own Exercise 13: Enter an Appointment

On Your Own Exercise 14: Change an Appointment

On Your Own Exercise 15: Print a Physician Schedule


Chapter 12 Handling Patient Records and Transactions

Exercise 12-1: Inputting Patient Information

Exercise 12-2: An Emergency Visit

Exercise 12-3: Inputting Transaction Data

Exercise 12-4: Entering a New Patient and Transactions

Exercise 12-5: Entering and Applying an Insurance Carrier Payment

Chapter 13 Setting Up Appointments

Exercise 13-1: Scheduling Appointments

Exercise 13-2: Making an Appointment Change

Exercise 13-3: Juggling Schedules

Exercise 13-4: Adding Patients to the Recall List

Exercise 13-5: Diane Hsu and Michael Syzmanski

Exercise 13-6: Changing a Transaction Record

Chapter 14 Printing Lists and Reports

Exercise 14-1: Finding a Patient’s Balance

Exercise 14-2: Printing a Schedule

Exercise 14-3: Printing Day Sheet Reports

Exercise 14-4: Creating a Patient Aging Applied Payment Report

Exercise 14-5: Adding Items to the Work List

Exercise 14-6: Creating a Practice Analysis Report

Exercise 14-7: Stewart Robertson

Exercise 14-8: Michael Syzmanski

Chapter 15 Putting it all Together

Exercise 15-1: Scheduling Appointments

Exercise 15-2: Creating Cases

Exercise 15-3: Entering Transactions

Exercise 15-4: Creating Claims

Exercise 15-5: Entering Insurance Payments

Exercise 15-6: Creating Patient Statements

Exercise 15-7: Printing Reports

Exercise 15-8: Adding Items to the Collection List

Exercise 15-9: Creating Collection Letters




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