Preface |
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xiv | |
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Part 1 Managing the Revenue Cycle |
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1 | (150) |
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Chapter 1 A Total Patient Encounter |
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2 | (48) |
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1.1 Health Information Technology: Tools for a Total Patient Encounter |
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4 | (3) |
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Practice Management Programs and Electronic Health Records |
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5 | (1) |
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5 | (2) |
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1.2 Major Government HIT Initiatives |
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7 | (6) |
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Electronic Exchange and Protection of Health information: HIPAA |
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7 | (1) |
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The Medicare Improvements for Patients and Providers Act MIPPA |
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7 | (1) |
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Medical Treatment Plans Based on Clinical Evidence of Effectiveness: PQRl |
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8 | (1) |
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Electronic Health Records: HITECH |
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8 | (1) |
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8 | (1) |
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Regional Extension Centers |
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9 | (1) |
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Health Information Exchange |
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9 | (3) |
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Integrated PM/EHR Programs |
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12 | (1) |
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Introduction to Medisoft Clinical |
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12 | (1) |
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1.3 Documenting the Patient Encounter |
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13 | (3) |
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Types of Clinical Encounters |
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13 | (1) |
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14 | (2) |
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1.4 Other Uses of Clinical Information |
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16 | (2) |
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16 | (1) |
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17 | (1) |
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17 | (1) |
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17 | (1) |
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Public Health and Homeland Security |
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17 | (1) |
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Billing and Reimbursement |
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17 | (1) |
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1.5 Functions of an Electronic Health Record Program |
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18 | (6) |
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18 | (1) |
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Contents of EHRs in Ambulatory Care Settings |
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19 | (1) |
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19 | (2) |
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Advantages of Electronic Health Records |
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21 | (1) |
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21 | (1) |
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22 | (1) |
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22 | (1) |
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22 | (2) |
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1.6 Functions of a Practice Management Program |
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24 | (2) |
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24 | (1) |
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24 | (1) |
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Focus on Health Care Claim Processing |
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25 | (1) |
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Creating Electronic Claims |
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25 | (1) |
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Electronic Monitoring of Claim Status |
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25 | (1) |
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Receiving Electronic Payment Notification |
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25 | (1) |
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Handling Electronic Payments |
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25 | (1) |
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1.7 The Medical Documentation and Billing Cycle |
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26 | (7) |
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Steps in the Medical Documentation and Billing Cycle |
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27 | (1) |
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Step 1 Preregister Patients |
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27 | (1) |
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Step 2 Establish Financial Responsibility for Visit |
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27 | (1) |
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28 | (1) |
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Step 4 Review Coding Compliance |
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28 | (1) |
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Step 5 Review Billing Compliance |
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29 | (1) |
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Step 6 Check Out Patients |
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30 | (1) |
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Step 7 Prepare and Transmit Claims |
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30 | (1) |
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Step 8 Monitor Payer Adjudication |
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31 | (1) |
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Step 9 Generate Patient Statements |
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31 | (1) |
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Step 10 Follow Up Payments and Collections |
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31 | (1) |
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Increasing Patient Financial Responsibility |
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32 | (1) |
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Data Management and Records Retention |
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32 | (1) |
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1.8 The Physician Practice Health Care Team: Roles and Responsibilities |
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33 | (5) |
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34 | (1) |
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34 | (1) |
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34 | (1) |
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34 | (1) |
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Medical Billers and Coders |
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35 | (1) |
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Practice or Office Manager |
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36 | (1) |
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36 | (1) |
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36 | (2) |
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1.9 Administrative Careers Working with Integrated PM/EHR Programs |
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38 | (12) |
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Gaining Certification in Your Field |
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39 | (1) |
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A Commitment to Lifelong Learning |
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40 | (10) |
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Chapter 2 HIPAA, HITECH, and Medical Records |
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50 | (54) |
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2.1 The Legal Medical Record |
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52 | (1) |
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2.2 Health Care Regulation |
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53 | (4) |
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53 | (1) |
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54 | (1) |
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54 | (1) |
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Electronic Data Interchange |
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55 | (1) |
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The Administrative Simplification Provisions |
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55 | (1) |
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55 | (1) |
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Covered Entities: Complying with HIPAA and HITECH |
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56 | (1) |
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56 | (1) |
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56 | (1) |
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57 | (9) |
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Minimum Necessary Standard |
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58 | (1) |
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59 | (1) |
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Notice of Privacy Practices and Acknowledgment |
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59 | (1) |
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Disclosure for Treatment, Payment, and Health Care Operations (TPO) |
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59 | (2) |
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61 | (1) |
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PHI Release to People Acting on a Patient's Behalf |
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61 | (1) |
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Release of Information for Purposes Other than TPO |
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62 | (1) |
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62 | (3) |
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Accounting for Disclosures Exceptions to Disclosure Standards |
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65 | (1) |
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65 | (1) |
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66 | (3) |
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Administrative Safeguards |
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67 | (1) |
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67 | (1) |
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67 | (1) |
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67 | (1) |
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Intrusion Detection Systems |
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68 | (1) |
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68 | (1) |
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69 | (1) |
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2.5 HITECH Breach Notification Rule |
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69 | (3) |
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70 | (1) |
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Breach Notification Procedures |
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70 | (2) |
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2.6 HIPAA Electronic Health Care Transactions and Code Sets, and National Identifiers |
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72 | (5) |
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73 | (1) |
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73 | (1) |
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74 | (1) |
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74 | (1) |
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ICD-9-CM (Volumes 1 and 2): Codes for Diseases |
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74 | (1) |
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CPT Level 1: Codes for Physician Procedures and Services |
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75 | (1) |
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75 | (1) |
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76 | (1) |
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HIPAA National Identifiers |
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76 | (1) |
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Employer Identification Number |
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76 | (1) |
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National Provider Identifier |
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77 | (1) |
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2.7 Threats to Privacy and Security |
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77 | (4) |
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Threats in Connection with EHRs |
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78 | (1) |
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Sharing Clinical Data Through Networks |
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78 | (1) |
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Portable Computers and Storage Devices |
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79 | (1) |
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HITECH Provisions: Addressing Inadequacies in Privacy Standards |
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79 | (1) |
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Overseas Business Associates |
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80 | (1) |
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80 | (1) |
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Private Sector Electronic Networks |
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80 | (1) |
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2.8 Fraud and Abuse Regulations |
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81 | (4) |
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The Health Care Fraud and Abuse Control Program |
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81 | (1) |
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Federal False Claims Act and State Laws |
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81 | (1) |
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OIG Enforcement Actions for Fraud, False Claims, and Substandard Care: Case Examples |
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82 | (1) |
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83 | (1) |
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Definition of Fraud and Abuse |
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83 | (1) |
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Examples of Fraudulent and Abusive Acts |
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83 | (1) |
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Medicaid Fraud: A Case Example |
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84 | (1) |
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84 | (1) |
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2.9 Enforcement and Penalties |
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85 | (5) |
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HIPAA Enforcement Agencies |
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85 | (1) |
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85 | (1) |
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86 | (1) |
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Centers for Medicare and Medicaid Services |
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86 | (1) |
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Office of Inspector General |
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87 | (1) |
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88 | (1) |
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89 | (1) |
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90 | (14) |
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Parts of a Compliance Plan |
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90 | (1) |
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Compliance Officer and Committee |
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91 | (1) |
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91 | (1) |
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91 | (1) |
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91 | (1) |
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92 | (1) |
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92 | (1) |
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92 | (12) |
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Chapter 3 Introduction to Medisoft Clinical |
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104 | (47) |
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3.1 Medisoft Clinical: A Practice Management/Electronic Health Record Program |
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106 | (1) |
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3.2 Security Features in Medisoft Clinical |
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106 | (3) |
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106 | (1) |
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107 | (1) |
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The Park Feature and Auto Log Off |
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108 | (1) |
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3.3 Medisoft Clinical Patient Records |
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109 | (4) |
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Exploring the Main Medisoft Clinical Patient Records Window |
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110 | (1) |
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110 | (2) |
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112 | (1) |
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112 | (1) |
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112 | (1) |
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112 | (1) |
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112 | (1) |
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3.4 Medisoft Network Professional |
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113 | (4) |
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Exploring the Main Medisoft Network Professional Window |
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114 | (3) |
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3.5 Using Medisoft Clinical to Complete Pre-Encounter Tasks |
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117 | (4) |
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118 | (1) |
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Entering the Chief Complaint/Reason for Visit |
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118 | (1) |
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119 | (2) |
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3.6 Using Medisoft Clinical to Complete Encounter Tasks |
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121 | (13) |
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Establishing Financial Responsibility |
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121 | (1) |
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Checking Insurance Eligibility |
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122 | (1) |
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122 | (1) |
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Checking In and Reviewing Account Balance |
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123 | (1) |
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Gathering and Recording Additional Patient Information |
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123 | (1) |
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Documentation and Examination |
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123 | (4) |
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127 | (2) |
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Transmit Charges to Medisoft Network Professional for Billing |
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129 | (1) |
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130 | (1) |
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Coding and Billing Compliance Review |
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130 | (1) |
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Calculate and PostTime-of-Service (TOS) Payments |
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131 | (2) |
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Additional Checkout Activities |
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133 | (1) |
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3.7 Using Medisoft Clinical to Complete Post-Encounter Tasks |
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134 | (6) |
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Preparing and Transmitting Claims |
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134 | (1) |
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Monitoring Payer Adjudication |
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135 | (1) |
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Generating Patient Statements |
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136 | (1) |
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Following Up on Payments and Collections |
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137 | (3) |
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3.8 Backing Up and Restoring Files |
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140 | (3) |
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140 | (2) |
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142 | (1) |
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3.9 The Medisoft Clinical Help Feature |
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143 | (8) |
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143 | (1) |
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144 | (7) |
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Part 2 Documenting Patient Encounters |
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151 | (234) |
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152 | (62) |
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154 | (3) |
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Making Appointments via Telephone or Online |
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154 | (2) |
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156 | (1) |
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156 | (1) |
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156 | (1) |
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156 | (1) |
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157 | (1) |
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4.2 New Versus Established Patients |
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157 | (1) |
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4.3 Preregistration for New Patients |
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158 | (2) |
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Gathering Patient Demographics |
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158 | (1) |
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Gathering Insurance Information |
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159 | (1) |
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Recording the Reason for the Visit |
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159 | (1) |
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4.4 Appointments for Established Patients |
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160 | (1) |
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160 | (12) |
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Medical Insurance Policies |
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161 | (1) |
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162 | (1) |
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162 | (2) |
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164 | (1) |
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Types of Health Care Plans |
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164 | (1) |
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164 | (3) |
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167 | (1) |
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Health Maintenance Organizations |
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167 | (3) |
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170 | (1) |
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Preferred Provider Organizations |
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170 | (1) |
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Consumer-Driven Health Plans |
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171 | (1) |
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4.6 Eligibility and Benefits Verification |
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172 | (5) |
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Factors Affecting General Eligibility |
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172 | (1) |
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Checking Out-of-Network Benefits |
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173 | (1) |
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Verifying the Amount of the Copayment and Coinsurance |
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173 | (1) |
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Determining Whether the Planned Encounter Is for a Covered Service |
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173 | (1) |
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Electronic Benefit Inquiries and Responses |
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173 | (1) |
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Online Eligibility Services |
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174 | (1) |
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Procedures When the Patient Is Not Covered |
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175 | (2) |
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4.7 Preauthorization, Referrals, and Outside Procedures |
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177 | (3) |
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177 | (1) |
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177 | (1) |
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178 | (2) |
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4.8 Using Office Hours---Medisoft Network Professional's Appointment Scheduler |
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180 | (4) |
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180 | (1) |
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181 | (2) |
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Entering and Exiting Office Hours |
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183 | (1) |
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4.9 Entering Appointments |
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184 | (7) |
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Searching for Available Time Slots |
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188 | (2) |
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Entering Appointments for New Patients |
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190 | (1) |
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4.10 Booking Follow-up and Repeating Appointments |
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191 | (3) |
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Booking Follow-up Appointments |
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191 | (1) |
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Booking Repeating Appointments |
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192 | (2) |
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4.11 Rescheduling and Canceling Appointments |
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194 | (2) |
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4.12 Creating a Patient Recall List |
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196 | (4) |
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Adding a Patient to the Recall List |
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198 | (2) |
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4.13 Creating Provider Breaks |
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200 | (2) |
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202 | (12) |
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Chapter 5 Check-in Procedures |
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214 | (68) |
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216 | (8) |
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Information for New Patients |
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216 | (1) |
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216 | (1) |
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216 | (1) |
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Identification Verification |
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217 | (3) |
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220 | (1) |
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Financial Agreement and Authorization for Treatment |
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220 | (1) |
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Acknowledgment of Receipt of Notice of Privacy Practices |
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221 | (1) |
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Other Forms and Documents |
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221 | (1) |
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221 | (1) |
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Forms Required by Particular Health Plans |
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221 | (1) |
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Information for Established Patients |
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222 | (2) |
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5.2 Other Insurance Plans: Coordination of Benefits |
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224 | (2) |
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224 | (1) |
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Guidelines for Determining the Primary Plan |
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225 | (1) |
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5.3 Financial Policy of the Practice |
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226 | (2) |
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5.4 Estimating and Collecting Payment |
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228 | (1) |
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228 | (1) |
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228 | (1) |
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229 | (1) |
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229 | (3) |
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Tracking Patients in Office Hours for Network Professional |
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230 | (1) |
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Tracking Patients in the Medisoft Clinical Appointment Scheduler |
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230 | (2) |
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5.6 Patient Information in Medisoft Network Professional |
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232 | (1) |
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The Patient List Dialog Box |
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232 | (1) |
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5.7 Entering New Patient Information |
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233 | (8) |
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234 | (1) |
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234 | (1) |
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235 | (1) |
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236 | (3) |
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239 | (2) |
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5.8 Searching for and Updating Patient Information |
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241 | (4) |
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Search for and Field Options |
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242 | (1) |
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243 | (1) |
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244 | (1) |
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244 | (1) |
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244 | (1) |
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5.9 Navigating Cases in Medisoft Network Professional |
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245 | (5) |
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When to Set Up a New Case |
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245 | (1) |
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246 | (1) |
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246 | (1) |
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246 | (1) |
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247 | (1) |
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247 | (1) |
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247 | (2) |
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249 | (1) |
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5.10 Entering Patient and Account Information |
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250 | (6) |
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250 | (3) |
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253 | (3) |
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5.11 Entering Insurance Information |
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256 | (6) |
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256 | (3) |
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259 | (1) |
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259 | (1) |
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260 | (1) |
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260 | (1) |
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261 | (1) |
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5.12 Entering Health Information |
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262 | (5) |
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262 | (2) |
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264 | (3) |
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5.13 Entering Other Information |
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267 | (15) |
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267 | (2) |
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269 | (1) |
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269 | (1) |
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269 | (3) |
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272 | (1) |
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272 | (10) |
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Chapter 6 Office Visit: Patient Intake |
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282 | (36) |
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6.1 Patient Flow in the Physician Office |
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284 | (4) |
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284 | (1) |
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284 | (1) |
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284 | (1) |
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285 | (1) |
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Information Collected During Patient Flow |
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285 | (3) |
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6.2 The Patient Chart in Medisoft Clinical Patient Records |
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288 | (2) |
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The Patient Lookup Dialog Box |
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288 | (1) |
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288 | (1) |
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Organization of the Patient Chart in Medisoft Clinical Patient Records |
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289 | (1) |
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290 | (3) |
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291 | (2) |
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293 | (2) |
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293 | (2) |
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295 | (3) |
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The RX/Medications Dialog Box |
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295 | (1) |
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295 | (3) |
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298 | (2) |
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299 | (1) |
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Signing Shared Progress Notes |
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299 | (1) |
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300 | (2) |
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The Vital Signs (New) Dialog Box |
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300 | (2) |
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302 | (5) |
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303 | (1) |
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The New Message Dialog Box |
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304 | (3) |
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307 | (11) |
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308 | (10) |
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Chapter 7 Office Visit: Examination and Coding |
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318 | (67) |
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7.1 Methods of Entering Physician Documentation in an EHR |
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320 | (5) |
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Dictation and Transcription |
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320 | (1) |
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Voice Recognition Software |
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321 | (2) |
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323 | (2) |
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7.2 Progress Notes in Medisoft Clinical Patient Records |
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325 | (12) |
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325 | (1) |
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326 | (1) |
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326 | (1) |
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326 | (1) |
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326 | (1) |
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Creating a New Progress Note |
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326 | (1) |
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Entering a Progress Note Without a Template |
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327 | (3) |
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Using a Template to Enter a Progress Note |
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330 | (7) |
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7.3 E-Prescribing and Electronic Health Records |
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337 | (2) |
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337 | (1) |
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337 | (2) |
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7.4 Entering Prescriptions in Medisoft Clinical Patient Records |
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339 | (4) |
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The Prescription Dialog Box |
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340 | (1) |
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341 | (1) |
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342 | (1) |
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342 | (1) |
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7.5 Ordering Tests and Procedures in an EHR |
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343 | (2) |
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343 | (1) |
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Benefits of Electronic Order Entry |
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343 | (2) |
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7.6 Order Entry in Medisoft Clinical Patient Records |
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345 | (5) |
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346 | (1) |
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346 | (1) |
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347 | (1) |
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347 | (1) |
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348 | (1) |
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349 | (1) |
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7.7 Order Processing in Medisoft Clinical Patient Records |
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350 | (3) |
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The Select Orders Dialog Box |
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350 | (1) |
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The Order Processing Select Dialog Box |
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351 | (2) |
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7.8 Medical Coding Basics |
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353 | (1) |
|
|
353 | (6) |
|
|
354 | (1) |
|
Official Guidelines and Coding Selection Process |
|
|
355 | (1) |
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|
355 | (1) |
|
|
356 | (1) |
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|
357 | (2) |
|
|
359 | (3) |
|
|
359 | (1) |
|
|
359 | (1) |
|
|
360 | (1) |
|
|
360 | (1) |
|
CPT Organization and Format |
|
|
361 | (1) |
|
7.11 Evaluation and Management (E/M) Codes |
|
|
362 | (5) |
|
E/M Code Selection Process |
|
|
362 | (1) |
|
Step 1 Determine the Category and Subcategory of Service Based on the Place of Service and the Patient's Status |
|
|
362 | (1) |
|
Step 2 Determine the Extent of the History That Is Documented |
|
|
363 | (2) |
|
Step 3 Determine the Extent of the Examination That Is Documented |
|
|
365 | (1) |
|
Step 4 Determine the Complexity of Medical Decision Making That Is Documented |
|
|
365 | (1) |
|
Step 5 Analyze the Requirements to Report the Service Level |
|
|
366 | (1) |
|
Step 6 Verify the Service Level Based on the Nature of the Presenting Problem, Time, Counseling, and Care Coordination |
|
|
366 | (1) |
|
Step 7 Verify That the Documentation Is Complete |
|
|
367 | (1) |
|
|
367 | (1) |
|
|
367 | (2) |
|
Coding in a Paper-Based Office |
|
|
368 | (1) |
|
Coding in an Electronic Health Record |
|
|
368 | (1) |
|
7.13 Coding in Medisoft Clinical Patient Records |
|
|
369 | (16) |
|
The Electronic Encounter Select Dialog Box |
|
|
370 | (1) |
|
The Electronic Encounter Dialog Box |
|
|
371 | (1) |
|
|
372 | (13) |
|
Part 3 Charge Capture and Billing Patient Encounters |
|
|
385 | (202) |
|
Chapter 8 Third-Party Payers |
|
|
386 | (42) |
|
8.1 Types of Health Plans |
|
|
388 | (2) |
|
|
388 | (1) |
|
Preferred Provider Organizations |
|
|
388 | (1) |
|
Health Maintenance Organizations |
|
|
389 | (1) |
|
|
389 | (1) |
|
|
389 | (1) |
|
Independent Practice Association Model |
|
|
389 | (1) |
|
Point-of-Service (POS) Plans |
|
|
390 | (1) |
|
|
390 | (1) |
|
8.2 Consumer-Driven Health Plans |
|
|
390 | (3) |
|
The High-Deductible Health Plan |
|
|
390 | (1) |
|
|
390 | (1) |
|
Health Reimbursement Accounts |
|
|
391 | (1) |
|
|
391 | (1) |
|
Flexible Savings Accounts |
|
|
392 | (1) |
|
Billing Under Consumer-Driven Health Plans |
|
|
392 | (1) |
|
8.3 Private Insurance Payers and Blue Cross and Blue Shield |
|
|
393 | (3) |
|
Employer-Sponsored Medical Insurance |
|
|
393 | (1) |
|
Regulation and Eligibility for Benefits |
|
|
393 | (1) |
|
Federal Employees Health Benefits Program |
|
|
394 | (1) |
|
Self-Insured Health Plans |
|
|
394 | (1) |
|
|
395 | (1) |
|
Major Private Payers and Blue Cross and Blue Shield |
|
|
395 | (1) |
|
|
395 | (1) |
|
Blue Cross and Blue Shield |
|
|
395 | (1) |
|
8.4 Government-Sponsored Insurance Programs, Workers' Compensation, and Disability Plans |
|
|
396 | (6) |
|
|
396 | (1) |
|
|
397 | (1) |
|
|
397 | (1) |
|
|
397 | (1) |
|
|
398 | (1) |
|
Medicare Part C (Medicare Advantage Plans) |
|
|
398 | (1) |
|
|
398 | (1) |
|
|
398 | (1) |
|
|
399 | (1) |
|
|
399 | (1) |
|
|
400 | (1) |
|
|
401 | (1) |
|
|
401 | (1) |
|
|
402 | (2) |
|
Usual, Customary, and Reasonable Payment Structure |
|
|
402 | (1) |
|
|
402 | (1) |
|
Resource-Based Relative Value Scale |
|
|
403 | (1) |
|
Medicare Physician Fee Schedule |
|
|
403 | (1) |
|
8.6 Third-Party Payment Methods |
|
|
404 | (3) |
|
|
404 | (3) |
|
|
407 | (1) |
|
|
407 | (1) |
|
8.7 Maintaining Insurance Information in the PM/EHR |
|
|
407 | (21) |
|
|
409 | (1) |
|
|
409 | (1) |
|
|
409 | (1) |
|
|
410 | (1) |
|
|
410 | (1) |
|
Default Payment Application Codes |
|
|
410 | (1) |
|
|
411 | (1) |
|
|
411 | (1) |
|
|
412 | (1) |
|
|
412 | (1) |
|
|
412 | (16) |
|
Chapter 9 Checkout Procedures |
|
|
428 | (62) |
|
9.1 Overview: Charge Capture Process |
|
|
430 | (4) |
|
Step 1 Access Encounter Data |
|
|
430 | (1) |
|
|
430 | (1) |
|
|
431 | (1) |
|
Step 2 Audit Coding Compliance |
|
|
431 | (1) |
|
|
431 | (1) |
|
|
432 | (1) |
|
Step 3 Review Billing Compliance |
|
|
432 | (1) |
|
|
433 | (1) |
|
|
433 | (1) |
|
|
433 | (1) |
|
Step 5 Calculate, Collect, and PostTime-of-Service (TOS) Payments |
|
|
433 | (1) |
|
|
433 | (1) |
|
|
433 | (1) |
|
|
434 | (1) |
|
|
434 | (9) |
|
Current, Correct Diagnosis Codes |
|
|
434 | (1) |
|
Current, Correct Procedure Codes |
|
|
434 | (1) |
|
|
435 | (1) |
|
Code Linkage and Medical Necessity |
|
|
435 | (1) |
|
The Procedure/Payment/Adjustment List Dialog Box |
|
|
436 | (2) |
|
The Procedure/Payment/Adjustment (new) Dialog Box |
|
|
438 | (1) |
|
|
438 | (1) |
|
|
439 | (1) |
|
|
440 | (1) |
|
The Diagnosis List Dialog Box |
|
|
441 | (1) |
|
The Diagnosis (new) Dialog Box |
|
|
442 | (1) |
|
|
443 | (4) |
|
Package Codes and Global Periods |
|
|
444 | (1) |
|
Medicare National Correct Coding Initiative |
|
|
444 | (2) |
|
Organization of the CCI Edits |
|
|
446 | (1) |
|
Medicare Medically Unlikely Edits |
|
|
447 | (1) |
|
|
447 | (4) |
|
|
447 | (2) |
|
|
449 | (1) |
|
|
450 | (1) |
|
9.5 Strategies to Avoid Common Coding/Billing Problems |
|
|
451 | (2) |
|
Errors Relating to the Coding Process |
|
|
451 | (1) |
|
Errors Relating to the Billing Process |
|
|
452 | (1) |
|
Strategies for Compliance |
|
|
452 | (1) |
|
9.6 Posting Charges in Medisoft Network Professional |
|
|
453 | (16) |
|
Patient/Account Information |
|
|
454 | (1) |
|
|
454 | (1) |
|
|
455 | (1) |
|
|
455 | (1) |
|
|
456 | (3) |
|
Buttons in the Charges Area of the Transaction Entry Dialog Box |
|
|
459 | (2) |
|
Color Coding in Transaction Entry |
|
|
461 | (1) |
|
|
462 | (1) |
|
|
463 | (1) |
|
Posting Charges from an EHR |
|
|
464 | (2) |
|
Posting Unprocessed Transactions |
|
|
466 | (1) |
|
Deleting Unprocessed Transactions |
|
|
467 | (2) |
|
9.7 Posting Patient Time-of-Service Payments |
|
|
469 | (8) |
|
Types of Time-of-Service Payments |
|
|
470 | (1) |
|
|
470 | (1) |
|
Copayments or Coinsurance |
|
|
470 | (1) |
|
|
470 | (1) |
|
Charges for Noncovered/Overlimit Services |
|
|
470 | (1) |
|
Charges of Nonparticipating Providers |
|
|
471 | (1) |
|
Charges for Services to Self-Pay Patients |
|
|
471 | (1) |
|
Deductibles for Patients with Consumer-Driven Health Plans (CDHPs) |
|
|
471 | (1) |
|
Real-Time Claim Adjudication |
|
|
471 | (1) |
|
Posting Payments Made at the Time of Service in Medisoft Network Professional |
|
|
472 | (2) |
|
Applying Payments to Charges |
|
|
474 | (2) |
|
Saving Payment Information |
|
|
476 | (1) |
|
9.8 Creating Walkout Receipts |
|
|
477 | (3) |
|
Receipt Options in the Transaction Entry Dialog Box |
|
|
478 | (2) |
|
9.9 Printing Patient Education Materials |
|
|
480 | (10) |
|
The Patient Education Window |
|
|
481 | (2) |
|
Using the Patient Education Index |
|
|
483 | (1) |
|
|
483 | (7) |
|
Chapter 10 Claim Management |
|
|
490 | (40) |
|
10.1 Introduction to Health Care Claims |
|
|
492 | (6) |
|
|
492 | (1) |
|
|
492 | (1) |
|
|
492 | (3) |
|
The HIPAA 837 Transaction |
|
|
495 | (3) |
|
10.2 Claim Management in Medisoft Network Professional |
|
|
498 | (1) |
|
The Claim Management Dialog Box |
|
|
498 | (1) |
|
|
499 | (2) |
|
|
499 | (2) |
|
|
501 | (3) |
|
|
501 | (3) |
|
|
504 | (4) |
|
|
505 | (1) |
|
Carrier 2 and Carrier 3 Tabs |
|
|
505 | (1) |
|
|
506 | (1) |
|
|
506 | (2) |
|
10.6 Methods of Claim Submission |
|
|
508 | (3) |
|
|
508 | (1) |
|
|
508 | (1) |
|
|
508 | (1) |
|
Primary Versus Secondary and Tertiary Claims |
|
|
509 | (2) |
|
10.7 Submitting Claims in Medisoft Network Professional |
|
|
511 | (4) |
|
Steps in Transmitting Electronic Claims |
|
|
512 | (3) |
|
10.8 Sending Electronic Claim Attachments |
|
|
515 | (2) |
|
|
516 | (1) |
|
|
516 | (1) |
|
|
517 | (2) |
|
|
518 | (1) |
|
|
518 | (1) |
|
|
519 | (1) |
|
|
519 | (1) |
|
|
519 | (1) |
|
10.10 Monitoring Claim Status |
|
|
519 | (11) |
|
|
519 | (1) |
|
Timely Payment of Insurance Claims |
|
|
520 | (1) |
|
|
520 | (1) |
|
HIPAA Health Care Claim Status Inquiry/Response |
|
|
521 | (1) |
|
Working with Health Plans |
|
|
521 | (9) |
|
Chapter 11 Posting Payments and Creating Statements |
|
|
530 | (57) |
|
11.1 Working with the Remittance Advice (RA) |
|
|
532 | (4) |
|
|
532 | (1) |
|
|
532 | (1) |
|
|
532 | (2) |
|
Claim Adjustment Group Codes |
|
|
534 | (1) |
|
Claim Adjustment Reason Codes |
|
|
534 | (1) |
|
Remittance Advice Remark Codes |
|
|
534 | (1) |
|
Steps for Checking a Remittance Advice |
|
|
534 | (2) |
|
|
536 | (1) |
|
11.2 Entering Insurance Payments |
|
|
536 | (7) |
|
The Deposit List Dialog Box |
|
|
537 | (3) |
|
|
540 | (3) |
|
11.3 Applying Insurance Payments to Charges |
|
|
543 | (10) |
|
11.4 Entering Capitation Payments |
|
|
553 | (7) |
|
11.5 Appeals, Postpayment Audits, Overpayments, and Billing of Secondary Payers |
|
|
560 | (4) |
|
The General Appeal Process |
|
|
560 | (1) |
|
|
560 | (1) |
|
Options After Appeal Rejection |
|
|
560 | (1) |
|
|
560 | (1) |
|
|
561 | (2) |
|
Billing of Secondary Payers |
|
|
563 | (1) |
|
|
563 | (1) |
|
|
564 | (1) |
|
|
564 | (4) |
|
Statement Management Dialog Box |
|
|
564 | (2) |
|
Create Statements Dialog Box |
|
|
566 | (2) |
|
11.7 Editing and Printing Statements |
|
|
568 | (8) |
|
|
568 | (1) |
|
|
569 | (1) |
|
|
569 | (2) |
|
|
571 | (1) |
|
Selecting the Filters and Printing the Statements |
|
|
572 | (4) |
|
11.8 Nonsufficient Funds (NSF) |
|
|
576 | (11) |
|
Part 4 Producing Reports and Following Up |
|
|
587 | (86) |
|
Chapter 12 Financial and Clinical Reports |
|
|
588 | (46) |
|
12.1 Types of Reports in Medisoft Network Professional |
|
|
590 | (3) |
|
|
590 | (3) |
|
12.2 Selecting Data for a Report |
|
|
593 | (3) |
|
|
596 | (5) |
|
|
597 | (3) |
|
|
600 | (1) |
|
|
601 | (1) |
|
|
601 | (6) |
|
Billing/Payment Status Report |
|
|
602 | (1) |
|
Insurance Payment Comparison |
|
|
602 | (1) |
|
|
602 | (4) |
|
|
606 | (1) |
|
Referring Provider Report |
|
|
606 | (1) |
|
|
606 | (1) |
|
|
606 | (1) |
|
Unapplied Payment/Adjustment Report |
|
|
606 | (1) |
|
|
606 | (1) |
|
|
606 | (1) |
|
Outstanding Co-Payment Report |
|
|
606 | (1) |
|
|
607 | (3) |
|
Production by Provider Report |
|
|
607 | (2) |
|
Production by Procedure Report |
|
|
609 | (1) |
|
Production by Insurance Report |
|
|
609 | (1) |
|
Production Summary Reports |
|
|
609 | (1) |
|
12.6 Patient Ledger Reports |
|
|
610 | (2) |
|
12.7 Standard Patient Lists |
|
|
612 | (2) |
|
12.8 Navigating in Medisoft Reports |
|
|
614 | (2) |
|
The Medisoft Reports Menus |
|
|
614 | (1) |
|
The Medisoft Reports Toolbar |
|
|
615 | (1) |
|
The Medisoft Reports Find Box |
|
|
616 | (1) |
|
The Medisoft Reports Help Feature |
|
|
616 | (1) |
|
|
616 | (2) |
|
|
618 | (2) |
|
12.11 Using Report Designer |
|
|
620 | (2) |
|
12.12 Preparing Clinical Reports |
|
|
622 | (2) |
|
Performance Measure Reporting |
|
|
623 | (1) |
|
Types of Performance Measures |
|
|
623 | (1) |
|
|
623 | (1) |
|
Demonstrating Meaningful Use |
|
|
624 | (1) |
|
|
624 | (10) |
|
Chapter 13 Accounts Receivable Follow-up and Collections |
|
|
634 | (39) |
|
13.1 The Importance of Collections from Patients |
|
|
636 | (1) |
|
13.2 The Financial Policy and Payment Expectations |
|
|
636 | (1) |
|
13.3 Collection Procedures |
|
|
637 | (10) |
|
Working with Patient Aging Reports |
|
|
637 | (3) |
|
Adding an Account to the Collection List |
|
|
640 | (1) |
|
Using the Collection List Window |
|
|
640 | (4) |
|
|
644 | (1) |
|
|
644 | (1) |
|
|
645 | (2) |
|
13.4 Laws Governing Patient Collections |
|
|
647 | (1) |
|
|
647 | (7) |
|
|
648 | (1) |
|
Creating Collection Letters |
|
|
649 | (4) |
|
Creating a Collection Tracer Report |
|
|
653 | (1) |
|
|
654 | (3) |
|
Equal Credit Opportunity Act |
|
|
654 | (1) |
|
|
655 | (1) |
|
Assigning a Payment Plan to a Patient's Account |
|
|
655 | (2) |
|
|
657 | (2) |
|
13.8 Write-offs and Refunds |
|
|
659 | (14) |
|
Types of Uncollectible Accounts |
|
|
659 | (1) |
|
Writing Off Uncollectible Accounts |
|
|
660 | (1) |
|
|
661 | (3) |
|
|
664 | (9) |
|
|
673 | |
Glossary |
|
1 | (1) |
Index |
|
1 | |