Medical Assistinng CIMO Review – Flashcards

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Why is it important to verify a patient's Insurance before the office visit?
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To establish the patient payment method of payment . Also to verify if the patient and the card holder is the same person
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Why is it necessary to collect estimated payment from patients during check-in?
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To maintain a regular cash flow.
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Why does a medical insurance specialist need to learn about electronic health records?
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Medical specialist is the one who examine all the record of the patient and compare the payment and explanations of the procedure.
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Explain why many in the healthcare field believe these programs ( HIT & PMPs) can trim costs and improve quality.
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They believed that PMP and EHR can trim the cost and improved the quality of care because of immediate access to the latest clinical research on diagnosis and treatments. With PMP and EHR the most frequently cited advantages are increased patient safety, improved quality of care and greater efficiency because of the immediate retrieval of the information from the EHR. The claims are processed electronically and payments received through direct deposits which cut the cost of spending on papers and stamp and other expenses that go along with the paper filing.
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List 10 steps of medical billing cycle
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Step 1: Pre-register patients (PMP) Step 2: Establishing financial responsibility (PMP) Step 3: Check in patients (EHR/PMP) Step 4: Review coding compliance (PMP) Step 5: Review Billing compliance (PMP) Step 6: Check out patients (PMP) Step 7: Prepare and transmit claims (PMP/EHR) Step 8: Monitor payer adjudication (PMP/EHR) Step 9: Generate patients statements (PMP) Step 10: Follow up payments and collections (PMP)
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Describe two ways of issuing a command in Medisoft.
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Medisoft offers choices of actions through a series of menus. Command are issued by clicking options on the menus or by clicking shortcut buttons on the toolbar.
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What are two ways data are entered in a box
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The two ways data are entered in a box through the menus on the menu bar or through the buttons on the toolbar.
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What two types of Medisoft Help are available
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Hints and Built-in
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Which menu provides access to Office Hours, Medisoft's scheduling features?
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The appointment book. To access the appointment book by clicking the activity button and then click the appointment book.
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What is the format for entering dates in Medisoft?
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MM DD CC YY format
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Describe two ways of exiting Medisoft
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Exited by clicking exit on the file menu or by clicking the close box in the upper right corner of the window.
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Why is it important to buck up data regularly?
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It is important to back-up data regularly because backup data can be used to restore data to the system in the event the data in the system are accidentally lost or destroyed.
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Why is extra caution required when purging data?
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Extra caution is required when purging data because once the data purged from the system, they cannot be retrieved except from a backup file.
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When is data restore performed?
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Data restore performed before each new session to be sure you are working with your own data.
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Give an example of how Medisoft's Auto Log off Features protects?
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________________ is designed to protect data files from unauthorized access by logging a user off after detecting no activity for a specified number of minutes. For example: a user steps away from her/ his desk without first logging off, information in the Medisoft program can be viewed by anyone who uses the computer. This feature automatically logs off the users, preventing access to the program.
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Give two reasons why it is important to assign each users a login ID and password?
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... because it limits access to the program and allow tracking in actions of the user.
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List the six Medisoft database?
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provider data, patient data, insurance carrier, diagnosis codes, procedure codes, transaction.
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Chart number
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is a unique number that identifies a patient.
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Office Hours Break
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is a block of time when a physician is unavailable for appointments with patients.
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What are the different ways to starting Office Hours?
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It can be started from the within the Medisoft or directly from the windows.
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If the Office Hours calendar shows October 6, how do you move to November 6.
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You can move the month by clicking the arrow key button of the month in the calendar
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How is the patient added to the recall list?
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Patient added to the recall list by clicking the New button in the patient Recall dialog box.
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If a patient is new and does not yet have a chart number, what is entered in the New Appointment Entry dialog box?
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Enter the name of the patient in the New Appointment Entry dialog box.
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How is an appointment rescheduled?
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an appointment may be done by cut and paste command in the Office Hours Edit Menu. Locate the appointment that needs to be changed. Make sure the appointment slot is visible on the provider's daily schedule. Click on the existing time-slot box. A black border surrounds the slot to indicate that is is selected. Click Cut on the Edit menu. The appointment disappears from the schedule. Click the date on the calendar when the appointment is to be rescheduled. Click the desired time-slot box in the schedule. The slot becomes active. Click paste on the Edit menu. The patient's name appears in the new time-slot box.
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How do you check in a patient in Office Hours?
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Click the desired provider on the provider's drop-down list. Locate the patient's appointment on the calendar. Click once to select the appointment then right click to view the menus and click Checked In on the shortcut menu. Then you will see the appointment icon changed to ✔ mark.
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How do you access the dialog box that contains the options for scheduling repeating appointment?
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In the window of the New Appointment Entry box at the very bottom of the window click the "Repeat Change" button and the Repeat Change box appears. Then in that box you can choose the frequencies and etc.
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If you need to make a one-hour appointment for a patient, in what box do you change fifteen to sixty?
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In the New Appointment Entry dialog box, choose the "length" and change the minutes by clicking the up arrow button until you reach the 60 minutes mark.
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If a patient is leaving the office and states that he needs to schedule a follow-up visit in one week, what shortcut button would you use?
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Go To Date dialog box
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In the New Break Entry dialog box, what are the three options for selecting providers?
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Current providers, some providers, and all providers
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What options on the Office Hours Report menu is used to print or preview a list of appointment?
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_______ click the Appointment list on the Office Hours Report Menu. The Report setup dialog box appears. Under Print Selection, accept the default entry to preview on the report before printing. Click the start button and enter the desired date in both date boxes. Select the provider in the providers box than click ok.The Preview Report window appears. Click the print report icon to print the report.
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Which Office Hours dialog box would you use to locate an available appointment time for a patient who can only come in on Tuesday and Thursday after 4:00pm
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Search Open Time- Slot.
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Established Patient
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is a patient who has been seen by a provider in the practice in the same specialty or subspecialty within three years.
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Guarantor
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an individual who may not be a patient of the practice but who is financially responsible for a patient account.
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New Patient
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a patient who has not received services from the same provider or a provider of the same specialty within the same practice for a period of 3 years.
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To search for Paul Ramos, can you key either "Paul" or "Ramos"? Explain.
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No. You can search from last name first and the first name and number. As each letter or number is entered the list automatically filters out record that do not match.
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Create a Chart Number for a patient named William Burroughs
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BURROWI0
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Sam Wu has no insurance of his own but is covered by his wife's insurance policy . How would you indicate this in the Patient/ Guarantor dialog box?
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I would indicate his wife (her information should enter in Medisoft also) as the guarantor which is refers to an individual who may not be a patient of the practice but who is financially responsible for a patient account.
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How would you enter the Social Security number 123-45-6789?
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The number is entered without hyphens; Medisoft automatically adds hyphens.
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A patient's phone number has changed. How would you replace the existing phone number in Medisoft
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The process of changing information about a patient is similar to that for entering information for a new patient. The patients/guarantor and cases command is selected from the List Menu. Locate the person's name and click edit patient button, enter the new phone number and when done click save button to store the changes.
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E. O. B or RA
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•An electronic document from a health plan that lists the amount of a benefit and explains how it was determined
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Accounting Cycle
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• The flow of financial transactions in a business
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HIPAA
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• Federal government act that sets guidelines for standardizing the electronic data interchange of administrative and financial transactions, exposing fraud and abuse in government programs, and protecting the security and privacy of health information.
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Encounter form
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A form listing procedures relevant to the specialty of a medical office, used to record the procedures done on the patient.
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Account receivable
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• A term used to describe money coming into a business.
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copayment
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A small fixed fee paid by the patient at the time of an office visit
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Patient information form
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46. A document that contains personal, employment, and medical insurance information about a patient
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Diagnosis code
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A value (number) that stands for a patient's illness, signs, or symptoms
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Purging data
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• The process of deleting files of patients who are no longer seen by the provider in a practice
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Payment day sheet
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49 • A report that lists payments received on a given day, organized by provider.
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Practice analysis report
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50• A report that analyzes the revenue of a practice for a specified period of time, usually a month or a year
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Patient Day Sheet
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• A summary of the activity of a patient on a given day.
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Charges
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52• The amounts billed by a provider for particular services
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Adjustments
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Changes to patients' accounts that alter the amount charged or paid
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case
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A grouping of transactions organized around a patient's condition
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chart number
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A unique number that identifies a patient
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Back-up data
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Copy of data files made at a specific point in time that can be used to restore data to the system
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Collection Agency
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An outside firm hired to collect on delinquent accounts
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Walkout receipt
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A document listing charges and payments that is given to a patient after an office visit
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Procedure code
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A number that represents medical procedures that were performed
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Guarantor
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• An individual who is not a patient of the practice, but who is the insurance policyholder for a patient of the practice
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Health plan
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• A plan, program, or organization which provides health benefits
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EFT Electronic Funds transfer
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• A system that transfers money electronically
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Policy Holder
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• A person who buys an insurance plan; the insured
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Patient aging report
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64 • A report that lists a patient's balance by age of the charges, the date and amount of the last payment, and the telephone number.
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Clearing house
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• A service company which receives electronic or paper claims from the provider, checks and prepares them for processing, and transmits them in HIPAA-compliant format to the correct carriers
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Premium
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The periodic amount of money the insured pays to a heath plan for insurance coverage
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Office Hours Schedule
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A listing of time slots for a particular day for a specific provider
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Remainder Statement
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68.Statements which only list those charges that are not paid in full after all insurance carrier payments have been received.
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Office Hours Break
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A block of time when a physician is unavailable for appointments with patients
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