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8 lecture 2

8 lecture 2. Posting Insurance Payments and Creating Patient Statements. 8-23. 8.6 Creating Statements.

philip-kidd
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8 lecture 2

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  1. 8lecture 2 Posting Insurance Payments and Creating Patient Statements

  2. 8-23 8.6 Creating Statements • Patient statements are a list of the amount of money a patient owes, organized by the amount of time the money has been owed, the procedures performed, and the dates the procedures were performed • Created after an insurance claim has been filed and RA has been received

  3. 8-24 8.6 Creating Statements (Continued) • Statements are created in the Statement Management area of Medisoft Statement Management dialog box

  4. 8-25 8.6 Creating Statements (Continued) • When the Create Statements button is clicked, the Create Statements dialog box opens

  5. 8-26 8.6 Creating Statements (Continued) • The Create Statements dialog box contains several filters, including: • Transaction Dates • Chart Numbers • Billing Codes • Case Indicator • Location • Provider • Amount • Statement Type

  6. 8-27 8.6 Creating Statements (Continued) • Standard statements show all charges regardless of whether the insurance has paid on the transactions • Remainder statements list only those charges that are not paid in full after all insurance carrier payments have been received

  7. 8-28 8.6 Creating Statements (Continued) • Once statements have been created, they are listed in the Statement Dialog box with a status of Ready To Send • Exercise 8-8 page 281 Ready To Send status

  8. 8-29 8.7 Editing Statements • If changes are necessary, highlight the statement in the Statement Management dialog box and click the Edit button Edit button

  9. 8-30 8.7 Editing Statements (Continued) • The Statement dialog box has three tabs that contain important information that can be edited: • General Tab • Transactions Tab • Comment Tab • Exercise 8-9 page 285 Three tabs of the Statement diaolg box

  10. 8-31 8.8 Printing Statements • The Print/Send button in the Statement Management dialog box is used to print statements that are then sent out to patients and guarantors Print/Send button

  11. 8-32 8.8 Printing Statements (Continued) • When the Print/Send button is clicked, a statement method (paper or electronic) is chosen from the Print/Send Statements dialog box

  12. 8-33 8.8 Printing Statements (Continued) • Next, the type of statement is chosen from the list provided in the Open Report dialog box

  13. 8-34 8.8 Printing Statements (Continued) • When the Print/Send button is clicked, paper statements are printed and mailed by the office

  14. 8-35 8.8 Printing Statements (Continued) • Practices uses different methods to send statements to patients • In once-a-month billing, statements are mailed to all patients at the same time each month • In cycle billing, patients are divided into groups and statement printing/mailing is staggered throughout the month • Exercise 8-10 page 289

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