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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
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       19
Matching.
Question Answer
24
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                                                    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

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      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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