Transcript 6 Lecture 1

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
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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
6.4 Entering Payments Made at the
Time of an Office Visit
6-16
• Payments in Medisoft are entered in two ways
– Patient payments made at the office are entered
in the Transaction Entry dialog box
– Payments received electronically or by mail, such
as insurance payments and mailed patient
payments, are entered in the Deposit List dialog
box
6.4 Entering Payments Made at the
Time of an Office Visit (Continued)
• Entering patient payments
– Patient payments are entered in the Payments,
Adjustments, and Comments section of the
Transaction Entry dialog box
– Click the New button, verify/enter the date, and
press the Tab key to begin
6-17
6.4 Entering Payments Made at the
Time of an Office Visit (Continued)
• Entering patient payments
– The code for a payment is selected from a dropdown list already in Medisoft
Drop-down list
6-18
6.4 Entering Payments Made at the
Time of an Office Visit (Continued)
• Entering patient payments
– The Who Paid field displays a drop-down list of
guarantors and carriers that are assigned in the
patient case folder
• Select the person who is paying for the charges
6-19
6.4 Entering Payments Made at the
Time of an Office Visit (Continued)
• Entering patient payments
– Other information entered includes:
▪ Date
▪ Description▪ Provider
▪ Amount
▪ Check Number ▪ Unapplied
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6.4 Entering Payments Made at the
Time of an Office Visit (Continued)
6-21
• Applying charges to payments
– After payments are entered, they must be applied
to the appropriate charge
– Once a charge is selected, choose Apply To Co-pay
or Apply to Oldest based on the type of payment
received
– Exercise 6-3
page 193
– Exercise 6-4
page 196
6.5 Printing Walkout Receipts
6-22
• A walkout receipt includes information on the
procedures, diagnosis, charges, and payments
for a visit
– Given to patient after a payment is made; before
they leave the office
– Walkout receipts are created via the Print Receipt
button
Print Receipt button
6.5 Printing Walkout Receipts
(Continued)
• When the Print Receipt button is clicked, the
Open Report window appears with the first
report highlighted Walkout Receipt (All
Transactions)
• Click the OK button
• Choose an option from the Print Report Where?
dialog box and click the Start button
• Select the date for the receipt from the Data
Selection Question dialog box and click the OK
button to print the walkout receipt
• Exercise 6-5 page 200
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6-24
6.6 Processing a Patient Refund
• Adjustments to patient accounts are entered
in the same manner as payments are
recorded, in the lower third of the Transaction
Entry dialog box
– The New button begins the process of entering an
adjustment
– Overpayments are color-coded yellow
• Exercise 6-6 page 201
6.7 Processing a Nonsufficient
Funds (NSF) Check
• An NSF check is one not honored by a bank
because the account it was written on does
not have sufficient funds to cover the check
– When a practice receives a NSF notice from a
bank, an adjustment is made in the patient’s
account
– Patient then owes the amount of the returned
check, and often an additional fee
• Exercise 6-7 page 204
6-25