Computers in the Medical Office Chapter 6: Entering Charge Transactions and Patient Payments McGraw-Hill Career Education
Transaction Entry Overview Charges are the amounts a provider bills for services provided Payments are monies received from patients and insurance carriers in exchange for services Adjustments are changes to accounts after the initial billing of charges McGraw-Hill Career Education
Transaction Entry Dialog Box McGraw-Hill Career Education
To Begin Entering a Transaction… First, a patient’s chart number is selected from the Chart drop-down list Next, a case number is selected from the Case drop-down list McGraw-Hill Career Education
Entering Charges Clicking the New button opens a new line in which a charge can be entered McGraw-Hill Career Education
Entering Charges The date is entered by the program, and corresponds to the Medisoft Program Date in the lower right corner of the screen McGraw-Hill Career Education
Entering Charges A procedure code (CPT) is selected from the drop-down list in the Procedure column McGraw-Hill Career Education
Entering Charges The program enters the charge amount for the procedure, based on the account code assigned to the patient McGraw-Hill Career Education
Entering Charges Other information entered includes: Units POS Amount TOS Total Allowed Diag 1-4 M1 1-4 Co-pay Provider McGraw-Hill Career Education
Color Coding in Transaction Entry Color codes are applied to the status of a procedure charge No payment (gray) Partially paid (aqua) Overpaid (yellow) McGraw-Hill Career Education
MultiLink Codes MultiLink codes are related procedure codes that are grouped together so they can be entered with a single code to save time McGraw-Hill Career Education
Editing Transactions Transactions already entered can be edited simply by clicking in the field that contains the error and entering new data McGraw-Hill Career Education
Payment Entry Overview Patient payments, such as copayments, are entered in the Transaction Entry dialog box Insurance payments are entered using Medisoft’s Enter Deposit/Payment feature, located on the Activities menu McGraw-Hill Career Education
Entering Patient Payments Patient payments are entered in the Payments, Adjustments, and Comments section in the lower half of the dialog box McGraw-Hill Career Education
Entering Patient Payments The type of payment is selected from a drop-down list of choices McGraw-Hill Career Education
Entering Patient Payments A drop-down list in the Who Paid column identifies who is making the payment McGraw-Hill Career Education
Entering Patient Payments Other information entered includes: Date Amount Description Check Number Provider Unapplied McGraw-Hill Career Education
Applying Charges to Payments After payments are entered, they must be applied to the charge for which the payment is being made McGraw-Hill Career Education
Walkout Statements Printed when a patient payment is made at the time of the office visit Clicking the Print Receipt button in the Transaction Entry dialog box produces a walkout statement McGraw-Hill Career Education