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Paperless Medical Office: Using Harris CareTracker, Spiral bound Version New edition [Spiraalköide]

(Uuem väljaanne: 9781337614191)

Michelle Heller (Columbus State Community College), Virginia Ferrari (Solano Community College)

Formaat: Spiral bound, 688 pages, kõrgus x laius x paksus: 276x244x35 mm, kaal: 1451 g, illustrations
Ilmumisaeg: 29-Apr-2014
Kirjastus: Delmar Cengage Learning
ISBN-10: 1133278957
ISBN-13: 9781133278955 (Uuem väljaanne: 9781337614191)

Teised raamatud teemal:

Medical administration & management - (Hetkel poes: 1 nimetust)

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Formaat: Spiral bound, 688 pages, kõrgus x laius x paksus: 276x244x35 mm, kaal: 1451 g, illustrations
Ilmumisaeg: 29-Apr-2014
Kirjastus: Delmar Cengage Learning
ISBN-10: 1133278957
ISBN-13: 9781133278955 (Uuem väljaanne: 9781337614191)

Teised raamatud teemal:

Medical administration & management - (Hetkel poes: 1 nimetust)

Püsilink: https://www.kriso.ee/db/9781133278955.html

Märksõnad:

This practical text provides step-by-step, hands-on instruction in using Optum™ PM and Physician EMR, a fully integrated, CCHIT and ONC-ATCB certified Practice Management and Electronic Health Record (EHR) solution. This unique instructional package combines an engaging, reader-friendly text with online access to the Optum™ PM and Physician EMR system, enabling readers to learn the features, functions, and workflows of administrative, practice management, clinical, and billing activities using a live electronic medical record (EMR) program. In addition to connecting essential EHR concepts to real-world scenarios and tools, the authors link knowledge and activities to the CEHRS credential, with CEHRS Exam Connections highlighted throughout the text. Chapters emphasize key topics such as patient demographics and registration, appointment scheduling, EMR clinical duties, and administrative tasks including billing and collections. For additional context, numerous applied learning Case Studies provide valuable perspective and feature relevant activities and exercises to help prepare readers for professional success in this dynamic, rapidly growing field.

List of Activities

How to Use the Book

Preface

System Requirements for Optum™ PM and Physician EMR

xxiii

Chapter 1 Introduction to the Paperless Medical Office

(44)

Paper Records vs. Paperless Records

(3)

Sustainability

(1)

Government Health Initiatives

(2)

Converting the Practice

(1)

Introduction of CEHRS™ Exam Outline

(3)

The EHR Specialist---Administrative and Practice Management

(1)

Administrative Workflows in Optum™

(2)

Practice Management

(3)

Front Office

(1)

Billing

(2)

Administrative

(1)

Classification Systems

(1)

Coding Systems

(10)

International Classification of Diseases (ICD)

(6)

Current Procedural Terminology (CPT®)

(1)

Healthcare Common Procedural Coding System (HCPCS)

(2)

Electronic Medical Records

(5)

Core Functions of the EMR/EHR

(1)

Advantages of Electronic Medical/Health Records

(1)

Duties of an EHR Specialist

(1)

Pitfalls of the Electronic Health Record

(1)

Clinical Workflows in Optum™

(2)

Common Acronyms and Terminology

(3)

CEHRS™ Clinical Components

(1)

Computer Physician Order Entry

(9)

Medical Terminology

(4)

Coding Fundamentals

(4)

Chapter 2 Introduction to Optum™ PM and Physician EMR

(68)

(5)

Help System

(7)

Using the Optum™ PM and Physician EMR Help Window

(1)

Contents

(1)

Training

(3)

Support

(1)

Glossary

(1)

Forward and Back

(1)

Main Menu and Navigation

(7)

Home Overview

(1)

Dashboard Overview

(6)

Administration Features and Functions

(34)

Practice--Daily Administration

(5)

Practice--System Administration

(11)

Clinical--Daily Administration

(2)

Clinical--System Administration

(2)

Clinical Import/Export

(1)

Setup

(13)

Message Center

(14)

Accessing the Messages Application

(1)

Message Center Templates

100

(1)

ToDo Application

100

(3)

Mail

103

(4)

Queue

107

(1)

Fax Capabilities of Optum™

108

(5)

Chapter 3 Patient Demographics and Registration

113

(48)

Name Bar

114

(4)

Demographics

118

(12)

Patient Search

119

(1)

Patient Alerts

120

(2)

Name

122

(1)

Pictures

123

(1)

Addresses

123

(1)

Phones

124

(1)

Chart Number

125

(1)

Date of Birth

125

(1)

Social Security Number

125

(1)

Gender

125

(1)

Notes

126

(1)

VIP Flag

127

(2)

Responsible Party

129

(1)

New Insurance

129

(1)

Employers

129

(1)

Search for a Patient

130

(5)

135

(18)

Scan/Attach Insurance Card(s)

147

(4)

Print Patient Demographics Report

151

(2)

Edit Patient Information

153

(1)

Eligibility Checks

154

(7)

Chapter 4 Appointment Scheduling

161

(68)

Book Appointments

163

(21)

Booking an Appointment Using Find

170

(3)

Forcing an Appointment

173

(2)

Reschedule Appointments

175

(4)

Cancel Appointments

179

(3)

Appointment Conflicts

182

(2)

Non-Patient Appointments

184

(3)

Add Patient to the Wait List

187

(4)

Mini-Menu

189

(2)

Daily Schedule

191

(14)

Month Application

191

(1)

Calendar Display

192

(3)

Family

195

(1)

Advanced

196

(1)

Recalls

197

(2)

History

199

(1)

TeleVox®

200

(5)

Check in Patients

205

(2)

Create a Batch

207

(22)

Setting Operator Preferences

208

(7)

Accept a Payment

215

(5)

Journals

220

(9)

Chapter 5 Preliminary Duties in the EMR

229

(38)

Electronic Medical Records

230

(9)

Meaningful Use

230

(1)

Background of Meaningful Use

230

(3)

Tools within Optum™ to Assist Providers with Meaningful Use

233

(4)

Activating Care Management

237

(2)

Navigating the Medical Record Module

239

(12)

Patient Detail Bar

240

(3)

Viewing Encounter Information

243

(2)

Patient Medical History Pane

245

(2)

Clinical Toolbar

247

(2)

Chart Summary

249

(2)

Maintenance Functions That Affect Optum™ EMR

251

(16)

Room Maintenance

251

(3)

Custom Resources

254

(1)

Favorite Lab Maintenance

255

(3)

Manage Immunization Lots

258

(9)

Chapter 6 Patient Work-Up

267

(52)

Setting Operator Preferences in the Batch Application

268

(1)

Overview of the Clinical Today Module

269

(9)

Appointments

269

(2)

Tasks Menu

271

(7)

Retrieving and Updating the Patient's Electronic Medical Record

278

(32)

Updating the Patient's Medication List

279

(5)

Updating the Patient's Allergy Information

284

(3)

Updating the Patient's Immunization Status

287

(1)

Accessing the History Application

288

(7)

Recording Patient's Vital Signs and Chief Complaint

295

(5)

Viewing Flow Sheets

300

(2)

Pediatric Growth Chart

302

(4)

Accessing the Patient Care Management Application

306

(4)

Creating Progress Notes

310

(9)

Progress Note Templates

310

(9)

Chapter 7 Completing the Visit

319

(82)

Completing Requisitions for Diagnostic Orders

320

(14)

Enter New Lab Orders

323

(11)

Creating and Printing Prescriptions

334

(16)

Create Prescriptions

336

(7)

Print Prescriptions

343

(7)

Accessing the Immunization Application

350

(8)

Add Immunizations

351

(5)

Print Immunization Records

356

(1)

View the Activity Log of an Immunization

357

(1)

Pulling Up and Recording Patient Education

358

(3)

Advanced Features for Patient Education

360

(1)

Creating Clinical Letters

361

(9)

Access the Correspondence Application

363

(1)

Add Patient Correspondence

364

(3)

Work with Patient Correspondence

367

(1)

Activate and Deactivate Correspondence

367

(1)

Print the Correspondence Log

368

(2)

Creating Referrals

370

(10)

Access the Referrals and Authorizations Application

371

(1)

Create Outgoing Referrals

371

(4)

Create Incoming Referrals

375

(5)

Completing a Visit for Billing Purposes

380

(21)

Completing a Visit

380

(6)

Open Encounters

386

(5)

Unsigned Notes

391

(10)

Chapter 8 Other Clinical Documentation

401

(60)

The Progress Notes Application

402

(16)

Access and View Progress Notes

403

(5)

Filter Progress Note Templates

408

(2)

Manage Progress Note Templates

410

(8)

Access and Record Results

418

(13)

Entering Results Manually

420

(4)

Viewing Results

424

(7)

Recording Messages

431

(16)

Message Center Templates

431

(1)

ToDos

432

(4)

Mail

436

(11)

Recall Letters

447

(5)

Add Recalls

448

(3)

Update Recall Details

451

(1)

Running an Immunization Lot Number Report

452

(9)

Immunization Export

452

(1)

Immunization Lot Number Report

453

(8)

Chapter 9 Billing

461

(74)

Create a Batch

463

(4)

Setting Operator Preferences

463

(4)

Manually Enter a Charge

467

(10)

Edit an Unposted Charge

477

(7)

Journals

481

(3)

Generate Claims

484

(10)

Electronic Submission of Claims

484

(3)

Paper Claim Batches

487

(7)

Electronic Remittance

494

(41)

Post Payments and Adjustments

495

(8)

Insurance Payment Reconciliation and Follow-Up

503

(1)

Matching Unmatched Transactions

504

(1)

Print Insurance EOBs

505

(3)

Denials

508

(7)

Credit Balances

515

(4)

Unapplied Payments

519

(3)

Billing Statements

522

(1)

Verify Payments

523

(6)

View or Edit Batch Deposits

529

(6)

Chapter 10 ClaimsManager and Collections

535

(58)

ClaimsManager

536

(15)

EncoderPro

537

(1)

Claims Worklist Overview

538

(3)

Claim Summary Fields and Features

541

(1)

Work the Claims Worklist

542

(8)

Work Crossover Claims

550

(1)

Work Unpaid Claims

551

(9)

Electronically Checking Claim Status

552

(4)

Working Unpaid/Inactive Claims

556

(4)

Generate Patient Statements

560

(6)

Reprinting Statements

564

(2)

Patient Collections

566

(3)

Financial Classes

566

(3)

Collection Status

569

(4)

New Status

570

(1)

Open Collection Status

570

(1)

Review Status

570

(1)

Collections Actual Status

570

(1)

Collections Pending Status

571

(1)

Collections Pending - NS Status

571

(1)

Hold Status

571

(1)

Transfer Private Pay Balances

571

(1)

Moving Patients to Collections

572

(1)

Collection Actions

573

(6)

Collection Letters

579

(6)

Adding a Form Letter to Quick Picks

584

(1)

Generate Collection Letters

585

(8)

Chapter 11 Applied Learning for the Paperless Medical Office

593

(24)

Case Study 11-1 Julia Hernandez

593

(7)

Step 1 Register a New Patient and Schedule an Appointment

593

(1)

Step 2 Enter Payment, Check In Patient, and Complete Patient Registration

594

(1)

Step 3 Patient Work-Up

594

(4)

Step 4 Complete the Visit

598

(1)

Step 5 Capture the Visit and Sign the Note

598

(1)

Step 6 Other Clinical Documentation

599

(1)

Step 7 Verify Charges and Generate a Claim

599

(1)

Step 8 Process Remittance (EOB) and Transfer to Private Pay

599

(1)

Step 9 Work Claims and Generate Patient Statement

599

(1)

Case Study 11-2 Delores Simpson

600

(3)

Step 1 Search the Database and Schedule an Appointment

600

(1)

Step 2 Check In Patient

600

(1)

Step 3 Patient Work-Up

600

(2)

Step 4 Complete the Visit

602

(1)

Step 5 Capture the Visit and Sign the Note

602

(1)

Step 6 Verify Charges and Generate a Claim

603

(1)

Step 7 Process Remittance (EOB) and Transfer to Private Pay

603

(1)

Step 8 Work Claims and Generate Patient Statement

603

(1)

Case Study 11-3 Adam Zotto

603

(6)

Step 1 Search the Database and Schedule an Appointment

603

(1)

Step 2 Enter Payment and Check In Patient

604

(1)

Step 3 Patient Work-Up

604

(3)

Step 4 Complete the Visit

607

(1)

Step 5 Capture the Visit and Sign the Note

608

(1)

Step 6 Other Clinical Documentation

608

(1)

Step 7 Verify Charges and Generate a Claim

609

(1)

Step 8 Process Remittance (EOB) and Transfer to Private Pay

609

(1)

Step 9 Work Claims and Generate Patient Statement

609

(1)

Case Study 11-4 Barbara Watson

609

(4)

Step 1 Search the Database and Schedule an Appointment

609

(1)

Step 2 Enter Payment and Check In Patient

610

(1)

Step 3 Patient Work-Up

610

(2)

Step 4 Complete the Visit

612

(1)

Step 5 Capture the Visit and Sign the Note

612

(1)

Step 6 Verify Charges and Generate a Claim

612

(1)

Step 7 Process Remittance (EOB) and Transfer to Private Pay

612

(1)

Step 8 Work Claims and Generate Patient Statement

613

(1)

Case Study 11-5 Craig X. Smith

613

(2)

Step 1 Search the Database and Schedule an Appointment

613

(1)

Step 2 Enter Payment and Check In Patient

613

(1)

Step 3 Patient Work-Up

613

(2)

Step 4 Capture the Visit and Sign the Note

615

(1)

Step 5 Verify Charges and Generate a Claim

615

(1)

Step 6 Process Remittance (EOB) and Transfer to Private Pay

615

(1)

Step 7 Work Claims and Generate Patient Statement

615

(1)

Case Study 11-6 Transfer to Collections

615

(1)

Case Study 11-7 Operator Activity Log

616

(1)

Case Study 11-8 View the VIP Log

616

(1)

Case Study 11-9 Close the Fiscal Periods and Fiscal Years

616

(1)

Appendix A

617

(52)

Appendix B

669

(16)

Glossary

685

(5)

Index

690

Currently a faculty member at Columbus State Community College, Michelle Heller has worked in health care and health care education for the past 30 years. She has received a variety of "Outstanding Teacher" awards from institutions in which she has taught, as well as the Ohio Council of Private Career Schools and Colleges. A frequent presenter and the author of multiple textbooks, Heller has served as both director of education and director of the Medical Assisting Program for the Ohio Institute of Health Careers. She also serves on the ABHES Medical Assisting programmatic accreditation committee. Virginia Ferrari, BA, MHA, CEHRS is a faculty member at Solano Community College in the Career / Technical Education division, where she teaches medical front office, medical coding, and small business courses. In addition, she has been a contributing author for multiple Cengage / Delmar Learning textbooks, including the Seventh Edition of MEDICAL ASSISTING: ADMINISTRATIVE AND CLINICAL COMPETENCIES. Prior to joining Solano Community College, Ferrari served as the manager of extended services for one of the fastest-growing physicians networks in the San Francisco Bay area. In addition to overseeing the conversion and implementation of electronic medical records, she served on the Best Practice Committee, Customer Satisfaction Committee, Pilot Project for Risk Adjust Coding, and Team Up for Health, a national collaborative for Diabetes Self-Management Education. Ferrari holds dual undergraduate degrees in sociology and family and consumer studies from Central Washington University and a Master's Degree in Health Administration from the University of Phoenix.

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