Presentation on theme: "HS210 – Medical Office Management Unit 8 Assignment"— Presentation transcript:
1HS210 – Medical Office Management Unit 8 Assignment
2Final Assignment Part 1: Due in Unit 8 There are two parts to this assignment. Download the rubric, the bank deposit template, and the patient ledger template from Unit 8 of Doc Sharing.Part 1: Due in Unit 8Bank Deposit – 20 pointsPatient Ledger – 20 points
3Unit 8 AssignmentFinancial management is an essential responsibility in the medical office. It will involve accepting payments, endorsing and depositing checks, writing checks, and regularly reconciling bank statements.
4Part 1: Bank Deposit Slip Download the Bank Deposit Sheet Template from the Unit 8 folder in Doc SharingFill in the bank deposit sheet using the information located directly on the template.
5Part 1: Bank Deposit Slip Please see the example of a deposit slip on thenext slide. Note the following:Your template will be longer as several lines have been removed from the middle so the slip would fit on the slide.The currency and coin are listed together at the top of the slip.The currency and coin are listed separately at the bottom of the slip.Complete the entire form.
7Part 2: Patient LedgerDownload the PT Daysheet Ledger Template from the Unit 8 folder Doc Sharing.Work through the information supplied on the template itself.
8Patient Ledger Example The patient data is already entered on this example. You will need to enter your patient data on your ledger. Here is information for the sample ledger:Entry TransactionJorge is a new patient at the clinic on February 13, He wasgiven an injection and scheduled for surgery to remove a nasalpolyp. The charge for a new patient visit is $ Theinjection is $ Jorge paid $75.00 by check (number 6630).Jorge has surgery to remove a nasal polyp on February 21, 2012.The cost is $ Jorge pays $50.00 by check (number 6635).Aetna insurance paid $ by check (number 89501) on March27, Because the physician is an Aetna provider, $ isadjusted off the balance.Jorge was given a refund (check number 3467) from the clinic on April2, 2012 so his balance is zero.