Transcript 6 Lecture 1 - Walla Walla Community College

6
Lecture 1
Entering Charge
Transactions and
Patient Payments
6-2
Learning Outcomes
When you finish this chapter, you will be able to:
6.1
6.2
6.3
6.4
6.5
Describe the three types of transactions recorded in
Medisoft.
Discuss how to select a patient and case in Transaction
Entry.
Demonstrate how to enter charge transactions in
Medisoft.
Demonstrate how to enter payments made at the time of
an office visit.
Demonstrate how to print a Walkout Receipt.
6-3
Learning Outcomes (Continued)
When you finish this chapter, you will be able to:
6.6
6.7
Demonstrate how to process a refund for a patient.
Demonstrate how to post a Nonsufficient Funds (NSF)
check.
6-4
Key Terms
•
•
•
•
•
adjustments
charges
MultiLink codes
NSF checks
payments
6-5
6.1 Understanding Charges, Payments,
and Adjustments
• Three types of transactions are recorded in
Medisoft: charges, payments, and
adjustments
– Charges are the amounts a provider bills for the
services performed
– Payments are monies received from patients and
insurance carriers
– Adjustments are changes to patients’ accounts
6.1 Understanding Charges, Payments,
and Adjustments (Continued)
• Transaction Entry dialog box with three
sections highlighted
6-6
6-7
6.2 Selecting a Patient and Case
• Selecting a patient chart
– Key first several letters of patient’s last name
– If correct choice is not highlighted, use arrow keys
to move up and down through charts
– When the desired patient is highlighted, press Tab
to select and close the drop-down list
6.2 Selecting a Patient and Case
(Continued)
• Selecting the case that relates to the current
charges or payments
– Must locate the patient’s chart first
– Select the desired choice from the case numbers
and descriptions for the patient
– Only one case can be opened at a time
6-8
6.3 Entering Charge Transactions
• Entering charges after selecting a case
– Click the New button to open a new line for
entering charges
New button
6-9
6.3 Entering Charge Transactions
(Continued)
• When the New button is clicked, the program
automatically enters the current Medisoft
Program Date
• A procedure code is then selected from a
drop-down list of CPT codes in the database
CPT codes
6-10
6.3 Entering Charge Transactions
(Continued)
6-11
• After the code is selected and the Tab key is
pressed, the program automatically enters the
charge amount for that procedure
Charges section
after a procedure
code is selected
6.3 Entering Charge Transactions
(Continued)
• Other information entered includes:
▪ Date
▪ Procedure
▪ Units
▪ Amount▪ Diag 1-4
▪ 1-4
▪ Provider
▪ POS
▪ TOS
▪ Allowed▪ M1
▪ Copay
6-12
6.3 Entering Charge Transactions
(Continued)
6-13
• MultiLink codes are groups of procedure code
entries that relate to a single activity, and save
time when entering multiple CPT codes
MultiLink button
MultiLink code
drop-down list
6.3 Entering Charge Transactions
(Continued)
• Transactions are color-coded, making it easy
to determine the status of a charge or
payment
– No payment (gray)
– Partially paid charge (aqua)
– Overpaid (yellow)
• Transactions are saved by clicking the Save
Transactions button, or the Update All button
6-14
6.3 Entering Charge Transactions
(Continued)
6-15
• Transactions already entered can be edited by
clicking in the field that contains the error and
entering new data
– Data must be saved after making edits
• Exercise 6-1 page 185
• Exercise 6-2 page 188