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Practice Management And Ehr: A Total Patient Encounter For Medisoft Clinical [Pehme köide]

  • Formaat: Paperback / softback, 736 pages, kõrgus x laius x paksus: 275x218x25 mm, kaal: 1495 g
  • Ilmumisaeg: 23-Feb-2011
  • Kirjastus: McGraw-Hill Professional
  • ISBN-10: 0073374946
  • ISBN-13: 9780073374949
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  • Formaat: Paperback / softback, 736 pages, kõrgus x laius x paksus: 275x218x25 mm, kaal: 1495 g
  • Ilmumisaeg: 23-Feb-2011
  • Kirjastus: McGraw-Hill Professional
  • ISBN-10: 0073374946
  • ISBN-13: 9780073374949
Practice Management and EHR: A Total Patient Encounter for Medisoft Clinical is a unique one-semester text designed to teach allied health students how to work with an integrated practice management and electronic health record program. It covers EHR and insurance and patient billing so students obtain a comprehensive picture of documenting the administrative and clinical tasks that take place during each step of the patient encounter during an office visit. It prepares students for employment in both administrative and clinical positions in a medical office.
Preface xiv
Part 1 Managing the Revenue Cycle
1(150)
Chapter 1 A Total Patient Encounter
2(48)
1.1 Health Information Technology: Tools for a Total Patient Encounter
4(3)
Practice Management Programs and Electronic Health Records
5(1)
Health Informatics
5(2)
1.2 Major Government HIT Initiatives
7(6)
Electronic Exchange and Protection of Health information: HIPAA
7(1)
The Medicare Improvements for Patients and Providers Act MIPPA
7(1)
Medical Treatment Plans Based on Clinical Evidence of Effectiveness: PQRl
8(1)
Electronic Health Records: HITECH
8(1)
Meaningful Use
8(1)
Regional Extension Centers
9(1)
Health Information Exchange
9(3)
Integrated PM/EHR Programs
12(1)
Introduction to Medisoft Clinical
12(1)
1.3 Documenting the Patient Encounter
13(3)
Types of Clinical Encounters
13(1)
The Medical Record
14(2)
1.4 Other Uses of Clinical Information
16(2)
Legal Issues
16(1)
Quality Review
17(1)
Research
17(1)
Education
17(1)
Public Health and Homeland Security
17(1)
Billing and Reimbursement
17(1)
1.5 Functions of an Electronic Health Record Program
18(6)
What's in a Name?
18(1)
Contents of EHRs in Ambulatory Care Settings
19(1)
Functions and Uses
19(2)
Advantages of Electronic Health Records
21(1)
Safety
21(1)
Quality
22(1)
Efficiency
22(1)
Implementation Issues
22(2)
1.6 Functions of a Practice Management Program
24(2)
Initial Setup
24(1)
Daily Activities
24(1)
Focus on Health Care Claim Processing
25(1)
Creating Electronic Claims
25(1)
Electronic Monitoring of Claim Status
25(1)
Receiving Electronic Payment Notification
25(1)
Handling Electronic Payments
25(1)
1.7 The Medical Documentation and Billing Cycle
26(7)
Steps in the Medical Documentation and Billing Cycle
27(1)
Step 1 Preregister Patients
27(1)
Step 2 Establish Financial Responsibility for Visit
27(1)
Step 3 Check In Patients
28(1)
Step 4 Review Coding Compliance
28(1)
Step 5 Review Billing Compliance
29(1)
Step 6 Check Out Patients
30(1)
Step 7 Prepare and Transmit Claims
30(1)
Step 8 Monitor Payer Adjudication
31(1)
Step 9 Generate Patient Statements
31(1)
Step 10 Follow Up Payments and Collections
31(1)
Increasing Patient Financial Responsibility
32(1)
Data Management and Records Retention
32(1)
1.8 The Physician Practice Health Care Team: Roles and Responsibilities
33(5)
Physicians
34(1)
Physician Assistants
34(1)
Nurses
34(1)
Medical Assistants
34(1)
Medical Billers and Coders
35(1)
Practice or Office Manager
36(1)
Compliance Officer
36(1)
Working as a Team
36(2)
1.9 Administrative Careers Working with Integrated PM/EHR Programs
38(12)
Gaining Certification in Your Field
39(1)
A Commitment to Lifelong Learning
40(10)
Chapter 2 HIPAA, HITECH, and Medical Records
50(54)
2.1 The Legal Medical Record
52(1)
2.2 Health Care Regulation
53(4)
Federal Regulation
53(1)
State Regulation
54(1)
HIPAA Rules
54(1)
Electronic Data Interchange
55(1)
The Administrative Simplification Provisions
55(1)
HITECH Act
55(1)
Covered Entities: Complying with HIPAA and HITECH
56(1)
Covered Entities
56(1)
Business Associates
56(1)
2.3 HIPAA Privacy Rule
57(9)
Minimum Necessary Standard
58(1)
Designated Record Set
59(1)
Notice of Privacy Practices and Acknowledgment
59(1)
Disclosure for Treatment, Payment, and Health Care Operations (TPO)
59(2)
Release by Any Method
61(1)
PHI Release to People Acting on a Patient's Behalf
61(1)
Release of Information for Purposes Other than TPO
62(1)
Authorization Document
62(3)
Accounting for Disclosures Exceptions to Disclosure Standards
65(1)
Patients' Rights
65(1)
2.4 HIPAA Security Rule
66(3)
Administrative Safeguards
67(1)
Physical Safeguards
67(1)
Technical Safeguards
67(1)
Firewalls
67(1)
Intrusion Detection Systems
68(1)
Access Control
68(1)
Antivirus Software
69(1)
2.5 HITECH Breach Notification Rule
69(3)
Guidance on Securing PHI
70(1)
Breach Notification Procedures
70(2)
2.6 HIPAA Electronic Health Care Transactions and Code Sets, and National Identifiers
72(5)
Standard Transactions
73(1)
ASCX12 Version 4010
73(1)
ASCX12 Version 5010
74(1)
Standard Code Sets
74(1)
ICD-9-CM (Volumes 1 and 2): Codes for Diseases
74(1)
CPT Level 1: Codes for Physician Procedures and Services
75(1)
HCPCS Level II
75(1)
ICD-10-CM and ICD-10-PCS
76(1)
HIPAA National Identifiers
76(1)
Employer Identification Number
76(1)
National Provider Identifier
77(1)
2.7 Threats to Privacy and Security
77(4)
Threats in Connection with EHRs
78(1)
Sharing Clinical Data Through Networks
78(1)
Portable Computers and Storage Devices
79(1)
HITECH Provisions: Addressing Inadequacies in Privacy Standards
79(1)
Overseas Business Associates
80(1)
Personal Health Records
80(1)
Private Sector Electronic Networks
80(1)
2.8 Fraud and Abuse Regulations
81(4)
The Health Care Fraud and Abuse Control Program
81(1)
Federal False Claims Act and State Laws
81(1)
OIG Enforcement Actions for Fraud, False Claims, and Substandard Care: Case Examples
82(1)
Additional Laws
83(1)
Definition of Fraud and Abuse
83(1)
Examples of Fraudulent and Abusive Acts
83(1)
Medicaid Fraud: A Case Example
84(1)
Excluded Parties
84(1)
2.9 Enforcement and Penalties
85(5)
HIPAA Enforcement Agencies
85(1)
Office for Civil Rights
85(1)
Department of Justice
86(1)
Centers for Medicare and Medicaid Services
86(1)
Office of Inspector General
87(1)
Civil Money Penalties
88(1)
Criminal Case Procedures
89(1)
2.10 Compliance Plans
90(14)
Parts of a Compliance Plan
90(1)
Compliance Officer and Committee
91(1)
Ongoing Training
91(1)
Physician Training
91(1)
Staff Training
91(1)
Code of Conduct
92(1)
Audits
92(1)
Documentation
92(12)
Chapter 3 Introduction to Medisoft Clinical
104(47)
3.1 Medisoft Clinical: A Practice Management/Electronic Health Record Program
106(1)
3.2 Security Features in Medisoft Clinical
106(3)
User Names and Passwords
106(1)
Access Levels
107(1)
The Park Feature and Auto Log Off
108(1)
3.3 Medisoft Clinical Patient Records
109(4)
Exploring the Main Medisoft Clinical Patient Records Window
110(1)
The Dashboard
110(2)
Schedule
112(1)
Messages
112(1)
Lab Review
112(1)
To Do
112(1)
Note Review
112(1)
3.4 Medisoft Network Professional
113(4)
Exploring the Main Medisoft Network Professional Window
114(3)
3.5 Using Medisoft Clinical to Complete Pre-Encounter Tasks
117(4)
Preregistration
118(1)
Entering the Chief Complaint/Reason for Visit
118(1)
Scheduling Appointments
119(2)
3.6 Using Medisoft Clinical to Complete Encounter Tasks
121(13)
Establishing Financial Responsibility
121(1)
Checking Insurance Eligibility
122(1)
Check-in
122(1)
Checking In and Reviewing Account Balance
123(1)
Gathering and Recording Additional Patient Information
123(1)
Documentation and Examination
123(4)
Coding
127(2)
Transmit Charges to Medisoft Network Professional for Billing
129(1)
Checkout
130(1)
Coding and Billing Compliance Review
130(1)
Calculate and PostTime-of-Service (TOS) Payments
131(2)
Additional Checkout Activities
133(1)
3.7 Using Medisoft Clinical to Complete Post-Encounter Tasks
134(6)
Preparing and Transmitting Claims
134(1)
Monitoring Payer Adjudication
135(1)
Generating Patient Statements
136(1)
Following Up on Payments and Collections
137(3)
3.8 Backing Up and Restoring Files
140(3)
Backing Up Files
140(2)
Restoring Files
142(1)
3.9 The Medisoft Clinical Help Feature
143(8)
Built-in Help
143(1)
Online Help
144(7)
Part 2 Documenting Patient Encounters
151(234)
Chapter 4 Scheduling
152(62)
4.1 Scheduling Methods
154(3)
Making Appointments via Telephone or Online
154(2)
Scheduling Systems
156(1)
Open Hours
156(1)
Stream Scheduling
156(1)
Double-Booking
156(1)
Wave Scheduling
157(1)
4.2 New Versus Established Patients
157(1)
4.3 Preregistration for New Patients
158(2)
Gathering Patient Demographics
158(1)
Gathering Insurance Information
159(1)
Recording the Reason for the Visit
159(1)
4.4 Appointments for Established Patients
160(1)
4.5 Insurance Basics
160(12)
Medical Insurance Policies
161(1)
Health Care Benefits
162(1)
Covered Services
162(2)
Noncovered Services
164(1)
Types of Health Care Plans
164(1)
Indemnity
164(3)
Managed Care
167(1)
Health Maintenance Organizations
167(3)
Point-of-Service Plans
170(1)
Preferred Provider Organizations
170(1)
Consumer-Driven Health Plans
171(1)
4.6 Eligibility and Benefits Verification
172(5)
Factors Affecting General Eligibility
172(1)
Checking Out-of-Network Benefits
173(1)
Verifying the Amount of the Copayment and Coinsurance
173(1)
Determining Whether the Planned Encounter Is for a Covered Service
173(1)
Electronic Benefit Inquiries and Responses
173(1)
Online Eligibility Services
174(1)
Procedures When the Patient Is Not Covered
175(2)
4.7 Preauthorization, Referrals, and Outside Procedures
177(3)
Preauthorization
177(1)
Referrals
177(1)
Outside Procedures
178(2)
4.8 Using Office Hours---Medisoft Network Professional's Appointment Scheduler
180(4)
The Office Hours Window
180(1)
Program Options
181(2)
Entering and Exiting Office Hours
183(1)
4.9 Entering Appointments
184(7)
Searching for Available Time Slots
188(2)
Entering Appointments for New Patients
190(1)
4.10 Booking Follow-up and Repeating Appointments
191(3)
Booking Follow-up Appointments
191(1)
Booking Repeating Appointments
192(2)
4.11 Rescheduling and Canceling Appointments
194(2)
4.12 Creating a Patient Recall List
196(4)
Adding a Patient to the Recall List
198(2)
4.13 Creating Provider Breaks
200(2)
4.14 Printing Schedules
202(12)
Chapter 5 Check-in Procedures
214(68)
5.1 Patient Registration
216(8)
Information for New Patients
216(1)
Medical History Form
216(1)
Patient Information Form
216(1)
Identification Verification
217(3)
Assignment of Benefits
220(1)
Financial Agreement and Authorization for Treatment
220(1)
Acknowledgment of Receipt of Notice of Privacy Practices
221(1)
Other Forms and Documents
221(1)
Release Authorization
221(1)
Forms Required by Particular Health Plans
221(1)
Information for Established Patients
222(2)
5.2 Other Insurance Plans: Coordination of Benefits
224(2)
Coordination of Benefits
224(1)
Guidelines for Determining the Primary Plan
225(1)
5.3 Financial Policy of the Practice
226(2)
5.4 Estimating and Collecting Payment
228(1)
Copayments
228(1)
Outstanding Balances
228(1)
Partial Payment
229(1)
5.5 Patient Tracking
229(3)
Tracking Patients in Office Hours for Network Professional
230(1)
Tracking Patients in the Medisoft Clinical Appointment Scheduler
230(2)
5.6 Patient Information in Medisoft Network Professional
232(1)
The Patient List Dialog Box
232(1)
5.7 Entering New Patient Information
233(8)
Name, Address Tab
234(1)
Chart Number
234(1)
Personal Data
235(1)
Other Information Tab
236(3)
Payment Plan Tab
239(2)
5.8 Searching for and Updating Patient Information
241(4)
Search for and Field Options
242(1)
Locate Buttons Option
243(1)
Field Value
244(1)
Search Type
244(1)
Fields
244(1)
5.9 Navigating Cases in Medisoft Network Professional
245(5)
When to Set Up a New Case
245(1)
Case Examples
246(1)
Example 1
246(1)
Example 2
246(1)
Example 3
247(1)
Example 4
247(1)
Case Command Buttons
247(2)
The Case Dialog Box
249(1)
5.10 Entering Patient and Account Information
250(6)
Personal Tab
250(3)
Account Tab
253(3)
5.11 Entering Insurance Information
256(6)
Policy 1 Tab
256(3)
Policy 2 Tab
259(1)
Policy 3 Tab
259(1)
Medicaid and Tricare Tab
260(1)
Medicaid
260(1)
TRICARE/CHAMPUS
261(1)
5.12 Entering Health Information
262(5)
Diagnosis Tab
262(2)
Condition Tab
264(3)
5.13 Entering Other Information
267(15)
Miscellaneous Tab
267(2)
Multimedia Tab
269(1)
Comment Tab
269(1)
EDI Tab
269(3)
Vision Claims
272(1)
Home Health Claims
272(10)
Chapter 6 Office Visit: Patient Intake
282(36)
6.1 Patient Flow in the Physician Office
284(4)
Check-in
284(1)
Patient Intake
284(1)
Examination
284(1)
Checkout
285(1)
Information Collected During Patient Flow
285(3)
6.2 The Patient Chart in Medisoft Clinical Patient Records
288(2)
The Patient Lookup Dialog Box
288(1)
The General Tab
288(1)
Organization of the Patient Chart in Medisoft Clinical Patient Records
289(1)
6.3 Medical History
290(3)
The History Dialog Boxes
291(2)
6.4 Allergies
293(2)
The Allergy Dialog Box
293(2)
6.5 Medications
295(3)
The RX/Medications Dialog Box
295(1)
The Current Tab
295(3)
6.6 The Chief Complaint
298(2)
Shared Progress Notes
299(1)
Signing Shared Progress Notes
299(1)
6.7 Vital Signs
300(2)
The Vital Signs (New) Dialog Box
300(2)
6.8 Messages
302(5)
The Messages Dialog Box
303(1)
The New Message Dialog Box
304(3)
6.9 Letters
307(11)
The Letters Dialog Box
308(10)
Chapter 7 Office Visit: Examination and Coding
318(67)
7.1 Methods of Entering Physician Documentation in an EHR
320(5)
Dictation and Transcription
320(1)
Voice Recognition Software
321(2)
Templates
323(2)
7.2 Progress Notes in Medisoft Clinical Patient Records
325(12)
SOAP Format
325(1)
Subjective
326(1)
Objective
326(1)
Assessment
326(1)
Plan
326(1)
Creating a New Progress Note
326(1)
Entering a Progress Note Without a Template
327(3)
Using a Template to Enter a Progress Note
330(7)
7.3 E-Prescribing and Electronic Health Records
337(2)
Safety Checks
337(1)
Formulary Check
337(2)
7.4 Entering Prescriptions in Medisoft Clinical Patient Records
339(4)
The Prescription Dialog Box
340(1)
Check Boxes
341(1)
Pricing
342(1)
Buttons
342(1)
7.5 Ordering Tests and Procedures in an EHR
343(2)
Receiving Results
343(1)
Benefits of Electronic Order Entry
343(2)
7.6 Order Entry in Medisoft Clinical Patient Records
345(5)
The Order Dialog Box
346(1)
Details
346(1)
Instructions
347(1)
Order Tree
347(1)
Order Queue
348(1)
Buttons
349(1)
7.7 Order Processing in Medisoft Clinical Patient Records
350(3)
The Select Orders Dialog Box
350(1)
The Order Processing Select Dialog Box
351(2)
7.8 Medical Coding Basics
353(1)
7.9 Diagnostic Coding
353(6)
ICD-9-CM
354(1)
Official Guidelines and Coding Selection Process
355(1)
Introducing ICD-10-CM
355(1)
Different
Chapter Order
356(1)
Different Code Structure
357(2)
7.10 Procedural Coding
359(3)
CPT and HCPCS
359(1)
Category I Codes
359(1)
Category II Codes
360(1)
Category III Codes
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)
Step 8 Assign the Code
367(1)
7.12 Coding Methods
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)
The Procedures Tab
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)
Third-Party Relationship
388(1)
Preferred Provider Organizations
388(1)
Health Maintenance Organizations
389(1)
Staff Model
389(1)
Group (Network) Model
389(1)
Independent Practice Association Model
389(1)
Point-of-Service (POS) Plans
390(1)
Indemnity Plans
390(1)
8.2 Consumer-Driven Health Plans
390(3)
The High-Deductible Health Plan
390(1)
The Funding Options
390(1)
Health Reimbursement Accounts
391(1)
Health Savings Accounts
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)
Individual Health Plans
395(1)
Major Private Payers and Blue Cross and Blue Shield
395(1)
Major Private Payers
395(1)
Blue Cross and Blue Shield
395(1)
8.4 Government-Sponsored Insurance Programs, Workers' Compensation, and Disability Plans
396(6)
Medicare
396(1)
Medicare Part A
397(1)
Medicare Part B
397(1)
Original Medicare Plan
397(1)
Medigap Insurance
398(1)
Medicare Part C (Medicare Advantage Plans)
398(1)
Medicare Part D
398(1)
Medicaid
398(1)
Medi-Medi
399(1)
Tricare
399(1)
Champva
400(1)
Workers' Compensation
401(1)
Disability
401(1)
8.5 Setting Fees
402(2)
Usual, Customary, and Reasonable Payment Structure
402(1)
Relative Value Scale
402(1)
Resource-Based Relative Value Scale
403(1)
Medicare Physician Fee Schedule
403(1)
8.6 Third-Party Payment Methods
404(3)
Allowed Charges
404(3)
Contracted Fee Schedule
407(1)
Capitation
407(1)
8.7 Maintaining Insurance Information in the PM/EHR
407(21)
Address Tab
409(1)
Carrier Address
409(1)
Plan Information
409(1)
Options and Codes Tab
410(1)
Options
410(1)
Default Payment Application Codes
410(1)
EDI/Eligibility Tab
411(1)
Primary Receiver
411(1)
Secondary Receiver
412(1)
Carrier EDI Settings
412(1)
Allowed Tab
412(16)
Chapter 9 Checkout Procedures
428(62)
9.1 Overview: Charge Capture Process
430(4)
Step 1 Access Encounter Data
430(1)
Electronic Method
430(1)
Paper Method
431(1)
Step 2 Audit Coding Compliance
431(1)
Electronic Method
431(1)
Paper Method
432(1)
Step 3 Review Billing Compliance
432(1)
Step 4 Post Charges
433(1)
Electronic Method
433(1)
Paper Method
433(1)
Step 5 Calculate, Collect, and PostTime-of-Service (TOS) Payments
433(1)
Step 6 Check Out Patient
433(1)
Electronic Method
433(1)
Paper Method
434(1)
9.2 Coding Compliance
434(9)
Current, Correct Diagnosis Codes
434(1)
Current, Correct Procedure Codes
434(1)
Claim Scrubbing
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)
The General Tab
438(1)
The Amounts Tab
439(1)
The Allowed Amounts Tab
440(1)
The Diagnosis List Dialog Box
441(1)
The Diagnosis (new) Dialog Box
442(1)
9.3 Billing Compliance
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)
9.4 Modifiers
447(4)
CPT Modifiers
447(2)
HCPCS Modifiers
449(1)
Overriding Payer Edits
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)
Chart
454(1)
Case
455(1)
Additional Information
455(1)
Charge Transactions
456(3)
Buttons in the Charges Area of the Transaction Entry Dialog Box
459(2)
Color Coding in Transaction Entry
461(1)
Saving Charges
462(1)
Editing Transactions
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)
Previous Balances
470(1)
Copayments or Coinsurance
470(1)
Coinsurance
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)
Searching for an Article
483(7)
Chapter 10 Claim Management
490(40)
10.1 Introduction to Health Care Claims
492(6)
Claim Formats
492(1)
Claim Content
492(1)
CMS-1500
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)
10.3 Creating Claims
499(2)
Claim Filters
499(2)
10.4 Locating Claims
501(3)
The List Only Feature
501(3)
10.5 Reviewing Claims
504(4)
Carrier 1 Tab
505(1)
Carrier 2 and Carrier 3 Tabs
505(1)
Transactions Tab
506(1)
Comment Tab
506(2)
10.6 Methods of Claim Submission
508(3)
Direct to the Payer
508(1)
Direct Data Entry
508(1)
Clearinghouse
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)
EDI Notes
516(1)
EDI Report
516(1)
10.9 Claim Adjudication
517(2)
Initial Processing
518(1)
Automated Review
518(1)
Manual Review
519(1)
Determination
519(1)
Payment
519(1)
10.10 Monitoring Claim Status
519(11)
Claim Status
519(1)
Timely Payment of Insurance Claims
520(1)
Aging
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)
Claim Control Number
532(1)
Autoposting
532(1)
Adjustments
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)
Denial Management
536(1)
11.2 Entering Insurance Payments
536(7)
The Deposit List Dialog Box
537(3)
The Deposit Dialog Box
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)
Basic Steps
560(1)
Options After Appeal Rejection
560(1)
Postpayment Audits
560(1)
Refunds of Overpayments
561(2)
Billing of Secondary Payers
563(1)
Electronic Claims
563(1)
Paper Claims
564(1)
11.6 Creating Statements
564(4)
Statement Management Dialog Box
564(2)
Create Statements Dialog Box
566(2)
11.7 Editing and Printing Statements
568(8)
General Tab
568(1)
Transactions Tab
569(1)
Comment Tab
569(2)
Selecting a Format
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)
Selecting Output Options
590(3)
12.2 Selecting Data for a Report
593(3)
12.3 Day Sheets
596(5)
Patient Day Sheet
597(3)
Procedure Day Sheet
600(1)
Payment Day Sheet
601(1)
12.4 Analysis Reports
601(6)
Billing/Payment Status Report
602(1)
Insurance Payment Comparison
602(1)
Practice Analysis Report
602(4)
Insurance Analysis
606(1)
Referring Provider Report
606(1)
Referral Source Report
606(1)
Facility Report
606(1)
Unapplied Payment/Adjustment Report
606(1)
Unapplied Deposit Report
606(1)
Co-Payment Report
606(1)
Outstanding Co-Payment Report
606(1)
12.5 Production Reports
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)
12.9 Aging Reports
616(2)
12.10 Custom Reports
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)
Reporting Methods
623(1)
Demonstrating Meaningful Use
624(1)
12.13 Record Retention
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)
Entering a Tickler Item
644(1)
Tickler Tab
644(1)
Office Notes Tab
645(2)
13.4 Laws Governing Patient Collections
647(1)
13.5 Collection Letters
647(7)
Collection Letter Series
648(1)
Creating Collection Letters
649(4)
Creating a Collection Tracer Report
653(1)
13.6 Payment Plans
654(3)
Equal Credit Opportunity Act
654(1)
Financial Agreements
655(1)
Assigning a Payment Plan to a Patient's Account
655(2)
13.7 Collection Agencies
657(2)
13.8 Write-offs and Refunds
659(14)
Types of Uncollectible Accounts
659(1)
Writing Off Uncollectible Accounts
660(1)
Small Balances
661(3)
Patient Refunds
664(9)
Part 5 Source Documents
673
Glossary 1(1)
Index 1