1. © 2008 MediServe, Inc. All Rights Reserved.MediServe Confidential 1 Guided Practice Exercises System Training Accounts September 2009

2. © 2008 MediServe, Inc. All Rights Reserved.MediServe Confidential 2 Account 1 2 Open the Account screen  1. Bring the patient’s record into context.  2. Double-click the desired patient account record to view  3. Or click the account once and then click the EDIT icon on the ACCOUNT tab to view 3

3. © 2008 MediServe, Inc. All Rights Reserved.MediServe Confidential 3 Account Administration tab Find the data that correspond to the appropriate fields:  1. Patient Account Number: ____________________  2. Patient Type: ____________________  3. Discipline/Program combination: ____________________  4. Patient Location: ____________________  5. Account Opened Date: ____________________ 1 2 3 4 5

4. © 2008 MediServe, Inc. All Rights Reserved.MediServe Confidential 4 Account Insurance tab  1. Double-click on the insurance record to view data Find the data that correspond to the appropriate fields:  2. Insurance Company: ____________________  3. Claim Number: ____________________  4. Policy Number: ____________________  5. Name of Insured: ____________________ 1 23 4 5

5. © 2008 MediServe, Inc. All Rights Reserved.MediServe Confidential 5 Account Diagnosis tab Find the data that correspond to the appropriate fields:  1. Principal Diagnosis: ____________________  2. Admitting Diagnosis: ____________________  3. Date of Onset: ____________________  4. DRGs: ____________________  5. Treating Diagnoses (ICD-9 Codes): ____________________ 1 23 4 5

6. © 2008 MediServe, Inc. All Rights Reserved.MediServe Confidential 6 Account Physicians tab Find the data that correspond to the appropriate fields:  1. Physician Name: ____________________  2. Association: ____________________  3. Physician ID: ____________________  4. Physician Details: ____________________ 12 4 3

7. © 2008 MediServe, Inc. All Rights Reserved.MediServe Confidential 7 Account Notes tab  1. Type a note in the ADD NOTE field  2. Click the ADD button to add the note to the patient record  RESULT: User name and a date/time stamp are preserved with each note entered  3. Add 1-2 additional notes to patient account  4. Click the APPLY button to save the entry without closing the Account screen  5. Click the OK button to save the entry and close the Account screen 1 2 45