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Introduction to TPOCS Accounting UBO/UBU Conference - TPOCS - 22-25 March 2010 1 TPOCS Functions - Accounting.

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Presentation on theme: "Introduction to TPOCS Accounting UBO/UBU Conference - TPOCS - 22-25 March 2010 1 TPOCS Functions - Accounting."— Presentation transcript:

1 Introduction to TPOCS Accounting UBO/UBU Conference - TPOCS March TPOCS Functions - Accounting

2 Introduction to TPOCS Accounting UBO/UBU Conference - TPOCS March Classroom Rules Please TURN Cellular Phones/Pagers to VIBRATE or OFF DO NOT Check s or Surf Internet During Class Sessions Be Courteous To Others - NO SIDE BAR CONVERSATIONS - PLEASE Ask Questions When Prompted By The Instructor We Thank You for Cooperating

3 Introduction to TPOCS Accounting UBO/UBU Conference - TPOCS March  Provide Overview of Accounting Functionality  Review General Ledger Activities  Review Adjustment Activities  Discuss TPOCS Line Item Posting  Process for Creating a Secondary Bill Objectives

4 Introduction to TPOCS Accounting UBO/UBU Conference - TPOCS March Hands-On Exercise  Post to an Account  Perform Write-Offs on an Account  Process Adjustments to an Account  Create a Secondary Bill

5 Introduction to TPOCS Accounting UBO/UBU Conference - TPOCS March Data Integration Billing AccountingAccounting Review Upload Report Process Bills Print Bills Post Bills General Ledger Posting and Write-offs General Ledger Posting and Write-offs Adjusting Accounts Verify Files Interface to TPOCS Ad-Hoc Reporting Create Secondary Bills TPOCS Process Flowchart

6 Introduction to TPOCS Accounting UBO/UBU Conference - TPOCS March Posting Bills

7 Introduction to TPOCS Accounting UBO/UBU Conference - TPOCS March  Assigning payments or postings to accounts in TPOCS is performed in the Accounting module using the General Ledger  A bill must be printed or electronically transmitted in order to be ready for posting Posting Bills

8 Introduction to TPOCS Accounting UBO/UBU Conference - TPOCS March  A bill that has been posted to the General Ledger (G/L) will no longer be available in the Billing module of TPOCS  Type 1 - Clinic Bill’s cannot be duplicated in TPOCS, must be closed-out in G/L before the same bill can be re-generated Posting Bills

9 Introduction to TPOCS Accounting UBO/UBU Conference - TPOCS March TPOCS Functionality Select Bills

10 Introduction to TPOCS Accounting UBO/UBU Conference - TPOCS March The TPOCS Select Bills Screen in the G/L:  Lists all patients that have an open account in TPOCS  Allows the user to select bills that requires an accounting activity  Divided into ten (10) sort able columns Select Bills Screen

11 Introduction to TPOCS Accounting UBO/UBU Conference - TPOCS March  Control Number  Bill Type  Entry User  Entry Source  eTransmit  DMIS ID  FMP/SSN  Last Name  First Name  Date Of Service The ten (10) columns in the G/L Select Posted Bills Screen identify: General Ledger - Select Bills

12 Introduction to TPOCS Accounting UBO/UBU Conference - TPOCS March General Ledger - Functionality

13 Introduction to TPOCS Accounting UBO/UBU Conference - TPOCS March The General Ledger (G/L) in TPOCS:  Allows the user to process claim for payments, write-offs, and adjustments to patient accounts  Account activity is tracked using Transaction Codes  A bill that has been posted to the G/L is will no longer be available in the Billing module of TPOCS General Ledger - Functionality

14 Introduction to TPOCS Accounting UBO/UBU Conference - TPOCS March (1) General Posting Area (2) Insurance Area (3) Pay In Full Area (4) Payment Area - Bulk Payment - Percentage (%) Payment TPOCS G/L Screen is Divided into (7) Seven Areas: (5) Write-Off Area - Bulk Write-Off (6) Secondary Bill Area (7) Adjustments Area General Ledger - Functionality

15 Introduction to TPOCS Accounting UBO/UBU Conference - TPOCS March Refresh Data Button is:  Used to reset a TPOCS session to the last saved session  Available on the General Ledger and Adjustments screens General Ledger - Functionality

16 Introduction to TPOCS Accounting UBO/UBU Conference - TPOCS March General Ledger - Secondary Billing

17 Introduction to TPOCS Accounting UBO/UBU Conference - TPOCS March  Secondary Bills are automatically generated  Secondary account links to original Control # A  Secondary Bill account Control Number contains original number and alpha on the end A A General Ledger - Secondary Billing

18 Introduction to TPOCS Accounting UBO/UBU Conference - TPOCS March (6) Secondary Bill Area  Billing Control Number  Procedure Code  CPT Modifier  Debit Amount  Credit Amount  Balance  Insurance Company Billed  Policy ID General Ledger - Secondary Billing

19 Introduction to TPOCS Accounting UBO/UBU Conference - TPOCS March Adjustments

20 Introduction to TPOCS Accounting UBO/UBU Conference - TPOCS March Adjustments Area functionality allow TPOCS user to:  Make adjustments to patient accounts per line item charges  Only transaction code(s) can be assigned Adjustments

21 Introduction to TPOCS Accounting UBO/UBU Conference - TPOCS March The Adjustments function for TPOCS can be accessed one of (2) two ways:  Select directly from the TPOCS main screen  As a part of the General Ledger processing Adjustments

22 Introduction to TPOCS Accounting UBO/UBU Conference - TPOCS March ??? QUESTIONS ???


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