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MEDISOFT CHAPTER 1 Review questions USING TERMINOLOGY Checking Your Understanding Question # Answer Question Answer (T/F) 1 20 2 21 3 22 4 5 Answer the question in the space provided 6 23 7 8 9 10 11 12 13 14 15 16 17 18 19 Matching. Question Answer 24 25 26 27 28 MEDISOFT CHAPTER 2 : INFORMATION TECHNOLOGY AND USING TERMINOLOGY Place your answer in the space provided 1. audit/edit report 2. protected health information 3. clearinghouse 4. electronic prescribing 5. national providor identifier 6. electonic data interchange (EDI) 7. practive management program 8. electronic medical records (EMR) 9. HIPAA Security Rule 10. HIPAA Electronic Transaction and Code Sets Standards 11. information technology (IT) 12. walkout statement 13. X12-837 Health Care Claim (837P) CHECKING YOUR UNDERSTANDING Write T (true) or F (false) in the space provided 14. The HIPAA Electronic Claim Transaction and Code Sets standards specify national code sets such as ICG-9 and CPT-4 15. Computer programs use audit trails to help ensure the privacy and confidentiality of patient health care information. 16. ALL medical offices, regardless of size, must use the HIPAA standardX12-837 claim form. 17. The HIPAA standards require a practice that uses a clearinghouse to have a contract that states the procedures that must be followed to ensure HIPAA compliance. 18. Computerized databases are more efficient than manual filing systems. ATION TECHNOLOGY AND HIPAA Review questions 19. List the five advantages of using computers in a medical practice a b c d e CHOOSE THE BEST ANSWER 20 21 22 23 24 MEDISOFT CHAPTER 3 : INTRODUCTION TO MEDISOFT-Rev Name each Icon on the Toolbar below from Left to Right In Order in the space below separated by comma (currency, blue USING TERMINOLOGY Insert the correct answer in the space provided 1 2 3 4 5 6 7 8 9 CHECKING YOUR UNDERSTANDING Answer the question below in the space provided 10. Describe two ways of issuing a commnd in Medisoft. a. b. 11. What are two ways data are entered in a box? a. b. 12 What three types of Medisoft help are available? a. b. c. Which Menu provides access to Office Hours, Medisoft's scheduling 13 feature? a. 14 What is the purpose of the buttns on the toolbar? a. 15 What is the format for entering dates in Medisoft? a. 16 Describe two ways of exiting Medisoft a. b. 17 Why is it important to back up data regularly? a. 18 Why is extra caution required when purging data? a. 19 When is data restore performed? a. 20 In Medisoft, where are the two places a patient's balance can be recalculated? a. b. APPLYING KNOWLEDGE 21 Use Medisoft's built-in Help to look up information on the following topics: a. How to enter diagnosis codes How to print procedure codes fom the lists from the Medisoft database b. 22 You come to work on a Monday morning snd find thr office computer is not working. The system manager informs everyone that the computer hard disc crashed and that all data that were not backet up are lost. What do you do? TION TO MEDISOFT-Review Questions ed by comma (currency, blue square, etc) AT THE COMPUTER 23 How many options are there in the Reports menu? 24 What is the first choice in the Lists menu? 25 List the options on the Activities menu. 26 Set the Medisoft Program Date to December 1, 2010, and then exit Medisoft. MEDISOFT CHAPTER 4 Entering P CHAPTER 4 WORKSHEET-PAGE 98 1 2 3 4 5 6 7 8 9 10 REVIEW QUESTIONS PAGE 99 USING TERMINOLOGY 1 CHART NUMBER 2 ESTABLISHED PATIENT 3 GUARANTOR 4 NEW PATIENT MEDISOFT CHAPTER 4 Entering Patient Information-Worksheet and Review qu Chapter Review questions continued CHECKING YOUR UNDERSTANDING 5 TO SEARCH FOR PAUL RAMOS, 6 CREATE A CHART NUMBER FOR 7 SAM WU HAS NO INSURANCE O INDICATE THIS IN THE PATIENT A PATIENT'S ADDRESS IS 11 WE 8 IN THE PATIENT/GUARANTOR 9 HOW WOULD YOU ENTER THE APPLYING KNOWLEDGE 10 Jayne-Tyler Burke comes to the whether to enter Ms. Taylor-Bu AT THE COMPUTER 11 HOW MANY PATIENTS IN THE D 12 LIST THE NAME OF THE PATIEN 13 WHAT IS L.I.WONG'S CHART NU 14 IN THE PATIENT DIALOG BOX, S FIND THE INFORMATION? ksheet and Review questions eview questions continued YOUR UNDERSTANDING TO SEARCH FOR PAUL RAMOS, CAN YOU KEY EITHER "PAUL" OR "RAMOS"? EXPLAIN. CREATE A CHART NUMBER FOR A PATIENT NAMED WILLIAM BUROUGHS AND TYPE YOUR ANSWER BELOW SAM WU HAS NO INSURANCE OF HIS OWN BUT IS COVERED NY HIS WIFE'S INSURANCE POLICY. HOW WOULD YOU INDICATE THIS IN THE PATIENT/GUARANTOR BOX? A PATIENT'S ADDRESS IS 11 WEST MAIN STREET, ANYTOWN, WI 5555. WHAT WOULD YOU ENTER IN THE CITY BOX IN THE PATIENT/GUARANTOR DIALOG BOX? HOW WOULD YOU ENTER THE SOCIAL SECURITY NUMBER 123-45-6789? KNOWLEDGE Jayne-Tyler Burke comes to the office. She thinks she saw Dr. Yan a few years ago for a flu shot. You need to decide whether to enter Ms. Taylor-Burke as a new patient in the Medisoft database. What should you do? HOW MANY PATIENTS IN THE DATABASE HAVE THE LAST NAME OF SMITH? LIST THE NAME OF THE PATIENT WHO IS FOUND WHEN YOUSEARCH FOR THE LETTERS JO . WHAT IS L.I.WONG'S CHART NUMBER? IN THE PATIENT DIALOG BOX, SEARCH FOR INFORMATION ON LEILA PATTERSON. WHAT STEPS DID YOU TAKE TO FIND THE INFORMATION? USiNG TERMINOLOGY d 1 capitated Plan f 2 case a 3 chart e 4 promary insurance carrier b 5 record of treatment and progress c 6 referring providor g 7 sponsor CHECKING YOUR UNDERSTANDING 8 Sarina Bell has no insurance of her own but its covered by her father's insurance policy. How would this be indicated in the Policy 1 Tab for Sarina Bell? Parents name or chart number will be entered. 9 Where in the Case Dialog Box can you find information about a patients allergies? Diagnosis Tab 10 a. Is it necessary to set up a new case when a patient changes insurance b. Why? Yes, Its necessary because it makses it easier to submit insurance claims to the appropriate carrier, also the transactions that occur after the change in policies 11 In the Case Dialog Box, where would you enter information about a work- related accident? 12 Where the is information needed to complete the Diagnosis tab usually found? A patient has been seeing the doctor regularly for treatment of diabetes. She 13 was hospitalized yesterday, and the doctor saw her in the hospital for treatment. Do you need to set up a new case for the hospitalization? A patient has been seeing the doctor regularly for treatment of diabetes. She was hospitalized yesterday, and the doctor saw her in the hospital for treatment. Do you need to set up a new case for the hospitalization? APPLYING KNOWLEDGE 14 While you are entering case information for a new patient, you realize that the patient's referring providor is not one of the choices in the Referring Provier box in the Account tab. What should you do? 15 An estabilshed patient has changed insurance carriers from Blue Cross and Blue Sheild to OhioCare HMO. What specific boxes need to be changed in the case dialog box? Click on image and resize as needed Medisoft Chapter 6 Review Questi USING TERMINOLGY 1 ADJUSTMENTS 2 CHARGES 3 MultiLink Codes 4 PAYMENTS CHECKING YOUR UNDERSTANDING 5 What are the two key pieces of information you must have before entering a procedure charge? a. b. 6 List two advantages of using MultiLink Codes a. b. 7 When is it appropriate to print a walkout receipt? 8 What color code indicates that no payment has been made on a charge transaction? 9 What is the color code for an unapplied payment? er 6 Review Questions APPLYING KNOWLEDGE 10 After you entered a charge for procedure code 99393, you reaize it should have been 99394, What should you do? 11 The receptionist working at the front desk phones to tell you that Maritza Ramos has just seen the physician and would like to know- before she pays her copayment-what the charges were for her September 8, 2010 office visit. You are in the middle of entering charges from an encounter form for another patient. What should come first? What is your reasoning? 12 After you have entered a patient copayment fo $20.00, you realize it should have been $30.00. What should you do? 13 The physician sees RG Paul in the office for the first time. The physician enters the ICD-9 code 752.7 with multiple CPT codes including 19301, 54520, 55180, and 57106 . What MultiLink Code should you set up as you've never scheduled a procedure like this? What name would you like to assign? Will his insurance pay for the procedure with the ICD-9 code presented? What name will you list for the guarantor if the procedure is a success? Hint: follow the pink link on the right. an enters the ICD-9 code 752.7 . What MultiLink Code should you would you like to assign? Will his at name will you list for the n the right. Using Terminology Describe the terms below 1. filter 2. navigator buttons Checking Your Understanding 3. A claim needs to be submitted for John Fitzwilliams. How would you select ONLY those claims pertaining to John Fitxwilliams? 4. If an error is found on a claim, how is it corrected? 5. What is meant by a "clean claim"? 6. What is HIPAA X12 837? 7. What is the List Only Feature in the Claim Management dialog box used for? 8. In Medisoft, where is information about electronic claim attachments entered? MEDISOFT CHAPTER 7 Review questions Applying Knowledge 9. Suppose you were asked to create claims dialog box, you receive the message, "No ne Samuel Bell? 10. How would you create claims for one spe 11. You are not sure whether an electronic c out? 12. A new billing specialist in the office tells y carriers without using a clearing house. Why 13. How many claims were created on Novem 14. What Transactions were included on the ying Knowledge you were asked to create claims for samuel Bell. After entering his chart number in the Create Claims you receive the message, "No new claims were created". Why were there no claims created foe l? ould you create claims for one specific Insurance carrier? e not sure whether an electronic claim for a particular patient was transmitted. How would you find billing specialist in the office tells you it ios les costly to submit electronic claims directly to insurance thout using a clearing house. Why doi you think offices use clearing houses? What are the benefits? any claims were created on November 5, 2010? ransactions were included on the September 10, 2010 claim fo0r sheila Giles? MEDISOFT CHAPTER 8 Using Terminology Type your answer in the A column to the following: 1. capitation payments 2. cycle billing 3. electronic remittance (ERA) 4. Fee scheule 6. patient statement 7. payment schedule 8. remainder statements 9. standard statements Checking Your Understanding Answer the following in the space provided (clear region) 10. Why is it easier to enter large insurance payments in the Deposit List dialog box than in the Transation Entry Box? 11. When all payments on a remittance advice have been successfully entered and applied to all charges, what should appear in the Unapplied box in the upper-right corner of the Deposit List box? 12. Why do charges need to be adjusted for patients who are covered under a capitated insurance plan? 13. If a practice did not want to create statements for patients with anaccount balance of less than $5.00, how would this be done? DISOFT CHAPTER 8 Review questions APPLYING KNOWLEDGE Answer the questions in the space provided 14. Randall Klein calls. He would like to know whether Medic the charges for his September office visit. How would y information? 15. Why do so many practices send out remainder statemen standard statements? AT THE COMPUTER 16. What is the total amount that John Fitzwiliams paid in co September 2010? (hint: Include his daughter in the calculatio Fitzwiliams is the Guarantor ) 17. On September 10, 2010, $168.00 was received from Blue Sheild as payment for James Smith's facial nerve function stu September 9, 2010. How much should James Smith have pai met his annual deductable? e provided ke to know whether Medicare has paid any of r office visit. How would you look up this nformation? d out remainder statements rather than John Fitzwiliams paid in copayments in s daughter in the calculations since Mr. .00 was received from Blue Cross and Blue h's facial nerve function studies performed on ould James Smith have paid, assuming he has Medisoft Chapter 9 Printing Reports Review Questions USING TERMINOLOGY APPLYING KNOWLEDGE 1 14 2 3 4 5 6 7 8 15 9 CHECKING YOUR UNDERSTANDING 10 What is the difference between a patient day sheet and a procedure day sheet? 11 What is the name of a dialog box that provides options for filtering data included on a report? 12 What is the difference between a patient aging report and a patient aging applied report? 13 Which entries print in a report if the boxes in the Data Selection Questions dialog box are left blank? APPLYING KNOWLEDGE One of the providers in a practice asks for a report of yesterday's transactions. How would this report be created? A patient is unsure whether she mailed a check last month for noutstanding balance on her account. How could you use Medisoft's reports feature to help answer her question? MEDISOFT CHAPTER 10 Review Answer Collections in the Medical Office Book USING TERMINOLOGY COLLECTION AGENCY 1 COLLECTION LIST 2 COLLECTION TRACER REPORT 3 PAYMENT PLAN 4 PROMPT PAYMENT LAWS 5 TICKLER 6 UNCOLLECTIBLE AMOUNT 7 TRUE OR FALSE Accounts that are overdue are treated equally; accounts with small balances are just as likely 8 to be sent foe collections as accounts with big balances Collection activities regarding patient accounts are considered business collections and are 9 not regulated by federal or state law 10 By Law, payment plans cannot include finance charges 11 Aging reports are used to determine which accounts are overdue 12 An account is considered current if it is paid within 30 days 13 A tickler item entered on the collection listr includes a follow-up date for action Medical Office CHOOSE THE BEST ANSWER 14 The entry in the Resp[onsible Party Field General guidelines for telephone collect 15 before 8:00 am or after--- An arrangement in which a patient agree 16 accountfor aspecified period of time is k An account that must be written off the 17 is---- APPLYING KNOWLEDGE 18 What is the purpose of a medical practices financial balances are just as likely ness collections and are 19 What is the first step in the collection process? 20 How is an aging report used to identify accounts for te for action 21 What 2 steps need to occur before a collection lette a. b. n the Resp[onsible Party Field in the Colloection List P for Patient or- idelines for telephone collection practices recommend not calling 0 am or after--- ment in which a patient agrees to make a regular onthly payment on aspecified period of time is known a s a----- that must be written off the practices expected accounts receivable f a medical practices financial policy? n the collection process? used to identify accounts for collection? occur before a collection letter can be printed in Medisoft? MEDISOFT CHAPTER 11 Review SCHEDULING Questions Workbook USING TERMINOLOGY 1 Office Hours schedule 2 Office Hours break CHECKING YOUR UNDERSTANDING 3 What are the different ways of starting Office Houre? 4 How do you display the schedule for a specific date? If the Office Hour Calender shows October 65, how do you move to 5 November 6? 6 How do you display the schedule for a specific provider? CHECKING YOU UNDERSTANDING (CONTINUED) 7 How do you schedule a new appointmwnt in Office Hours? 8 How is an appointment deleted? 9 How is an appointment moved from one time slot to another? 10 Suppose your Office has set up Office Hours so that the default appointment length is 15 minutes. If you need to make a one-hour appointment for a patient, in what box do you change fifteen to sixty? APPLYING KNOWLEDGE 11 After you entered a personal break for Dr Yan for Feb 24, she tells you she gave the wrong date. The breaK SHOULD BE February 25th. How do you correct the schedule and still make sure Dr Yan won't ever do that again or you will place a nasty replicating virus into her personal laptop? 12 Today is November 15, 2010. Samuel Bell needs to be scheduled as soon as possible for his weekly 1 hour prostate exam between 10:00 am and 12:00 pm with extremly attractive Dr. Nancy Procto. When is the next available time slot that meets both those requirements? How did you locate the open slot? What Hotel are they going to? When do you think Mr. Bell's wife will catch on? Are going to tell her? Today is November 15, 2010. Samuel Bell needs to be scheduled as soon as possible for his weekly 1 hour prostate exam between 10:00 am and 12:00 pm with extremly attractive Dr. Nancy Procto. When is the next available time slot that meets both those requirements? How did you locate the open slot? What Hotel are they going to? When do you think Mr. Bell's wife will catch on? Are going to tell her? tment length is 15 what box do you she gave the wrong hedule and still make ng virus into her on as possible for his xtremly attractive Dr. ose requirements? n do you think Mr. on as possible for his xtremly attractive Dr. ose requirements? n do you think Mr.
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