Transcript CHAPTER Entering Charge Transactions and Patient Payments © 2011 The McGraw-Hill Companies, Inc. All rights reserved.

CHAPTER
6
Entering Charge
Transactions and
Patient Payments
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
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.
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
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.
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
Key Terms
•
•
•
•
•
6-4
adjustments
charges
MultiLink codes
NSF checks
payments
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
6.1 Understanding Charges, Payments,
and Adjustments
6-5
• 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
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
6.1 Understanding Charges, Payments,
and Adjustments (Continued)
6-6
• Transaction Entry dialog box with three sections
highlighted
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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
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
6.2 Selecting a Patient and Case
(Continued)
6-8
• 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
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
6.3 Entering Charge Transactions
6-9
• Entering charges after selecting a case
– Click the New button to open a new line for entering
charges
New button
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6.3 Entering Charge Transactions
(Continued)
6-10
• When the New button is clicked, the program
automatically enters the current Medisoft
Program Date
• A procedure code is then selected from a dropdown list of CPT codes in the database
CPT codes
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
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
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
6.3 Entering Charge Transactions
(Continued)
6-12
• Other information entered includes:
▪ Date
▪ Procedure
▪ Units
▪ Amount
▪ Diag 1-4
▪ 1-4
▪ Provider ▪ POS
▪ TOS
▪ Allowed
▪ M1
▪ Copay
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
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
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
6.3 Entering Charge Transactions
(Continued)
6-14
• 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
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
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
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
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
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
6.4 Entering Payments Made at the
Time of an Office Visit (Continued)
6-17
• 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
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
6.4 Entering Payments Made at the
Time of an Office Visit (Continued)
6-18
• Entering patient payments
– The code for a payment is selected from a drop-down
list already in Medisoft
Drop-down list
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
6.4 Entering Payments Made at the
Time of an Office Visit (Continued)
6-19
• 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
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
6.4 Entering Payments Made at the
Time of an Office Visit (Continued)
6-20
• Entering patient payments
– Other information entered includes:
▪ Date
▪ Description
▪ Provider
▪ Amount
▪ Check Number
▪ Unapplied
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
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
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
6-22
6.5 Printing Walkout Receipts
• 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
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
6.5 Printing Walkout Receipts (Continued)
6-23
• 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
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
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
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
6.7 Processing a Nonsufficient
Funds (NSF) Check
6-25
• 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
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.