1. 6 Lecture 1 Entering Charge Transactions and Patient Payments

2. Learning Outcomes When you finish this chapter, you will be able to: 6.1 Describe the three types of transactions recorded in Medisoft. 6.2 Discuss how to select a patient and case in Transaction Entry. 6.3 Demonstrate how to enter charge transactions in Medisoft. 6.4 Demonstrate how to enter payments made at the time of an office visit. 6.5 Demonstrate how to print a Walkout Receipt. 6-2

3. Learning Outcomes (Continued) When you finish this chapter, you will be able to: 6.6 Demonstrate how to process a refund for a patient. 6.7 Demonstrate how to post a Nonsufficient Funds (NSF) check. 6-3

4. Key Terms adjustments charges MultiLink codes NSF checks payments 6-4

5. 6.1 Understanding Charges, Payments, and Adjustments 6-5 Three types of transactions are recorded in Medisoft: charges, payments, and adjustments – Charges are the amounts a provider bills for the services performed – Payments are monies received from patients and insurance carriers – Adjustments are changes to patients’ accounts

6. 6.1 Understanding Charges, Payments, and Adjustments (Continued) 6-6 Transaction Entry dialog box with three sections highlighted

7. 6.2 Selecting a Patient and Case 6-7 Selecting a patient chart – Key first several letters of patient’s last name – If correct choice is not highlighted, use arrow keys to move up and down through charts – When the desired patient is highlighted, press Tab to select and close the drop-down list

8. 6.2 Selecting a Patient and Case (Continued) 6-8 Selecting the case that relates to the current charges or payments – Must locate the patient’s chart first – Select the desired choice from the case numbers and descriptions for the patient – Only one case can be opened at a time

9. 6.3 Entering Charge Transactions 6-9 Entering charges after selecting a case – Click the New button to open a new line for entering charges New button

10. 6.3 Entering Charge Transactions (Continued) 6-10 When the New button is clicked, the program automatically enters the current Medisoft Program Date A procedure code is then selected from a drop-down list of CPT codes in the database CPT codes

11. 6.3 Entering Charge Transactions (Continued) 6-11 After the code is selected and the Tab key is pressed, the program automatically enters the charge amount for that procedure Charges section after a procedure code is selected

12. 6.3 Entering Charge Transactions (Continued) 6-12 Other information entered includes: ▪ Date ▪ Procedure ▪ Units ▪ Amount ▪ Diag 1-4 ▪ 1-4 ▪ Provider ▪ POS ▪ TOS ▪ Allowed ▪ M1 ▪ Copay

13. 6.3 Entering Charge Transactions (Continued) 6-13 MultiLink codes are groups of procedure code entries that relate to a single activity, and save time when entering multiple CPT codes MultiLink button MultiLink code drop-down list

14. 6.3 Entering Charge Transactions (Continued) 6-14 Transactions are color-coded, making it easy to determine the status of a charge or payment – No payment (gray) – Partially paid charge (aqua) – Overpaid (yellow) Transactions are saved by clicking the Save Transactions button, or the Update All button

15. 6.3 Entering Charge Transactions (Continued) 6-15 Transactions already entered can be edited by clicking in the field that contains the error and entering new data – Data must be saved after making edits Exercise 6-1 page 185 Exercise 6-2 page 188