Computers in the Medical Office

Computers inthe Medical Office Chapter 6: Entering Charge Transactions and Patient Payments

Transaction Entry Overview • Charges are the amounts a provider bills for services provided • Payments are monies received from patients and insurance carriers in exchange for services • Adjustments are changes to accounts after the initial billing of charges

Transaction Entry Dialog Box

To Begin Entering a Transaction… • First, a patient’s chart number is selected from the Chart drop-down list • Next, a case number is selected from the Case drop-down list

Entering Charges • Clicking the New button opens a new line in which a charge can be entered

Entering Charges • The date is entered by the program, and corresponds to the Medisoft Program Date in the lower right corner of the screen

Entering Charges • A procedure code (CPT) is selected from the drop-down list in the Procedure column

Entering Charges • The program enters the charge amount for the procedure, based on the account code assigned to the patient

Entering Charges • Other information entered includes:

Color Coding in Transaction Entry • Color codes are applied to the status of a procedure charge • No payment (gray) • Partially paid (aqua) • Overpaid (yellow)

MultiLink Codes • MultiLink codes are related procedure codes that are grouped together so they can be entered with a single code to save time

Editing Transactions • Transactions already entered can be edited simply by clicking in the field that contains the error and entering new data

Payment Entry Overview • Patient payments, such as copayments, are entered in the Transaction Entry dialog box • Insurance payments are entered using Medisoft’s Enter Deposit/Payment feature, located on the Activities menu

Entering Patient Payments • Patient payments are entered in the Payments, Adjustments, and Comments section in the lower half of the dialog box

Entering Patient Payments • The type of payment is selected from a drop-down list of choices

Entering Patient Payments • A drop-down list in the Who Paid column identifies who is making the payment

Entering Patient Payments • Other information entered includes:

Applying Charges to Payments • After payments are entered, they must be applied to the charge for which the payment is being made

Walkout Statements • Printed when a patient payment is made at the time of the office visit • Clicking the Print Receipt button in the Transaction Entry dialog box produces a walkout statement

Computers in the Medical Office