Medical Manager Unit 8 ICBS 170

Medical Manager Unique Payments Refunding an overpayment Patient or insurance carrier overpays an account Removing a credit for a bad check Credit originally applied to account must be removed Automatic payment from insurance company Insurance plan pays account in full Rebilling lost insurance claims Using rebill feature with adjustment of 0 dollars

Medical Manager Aging report Information that aids in collection on accounts Categorizes an account’s outstanding balance by the length of time it has been due Shows which accounts need the most attention for collection  Six categories  1 - Current  days  3 – days  4 – days  5 – days  6 – days

Medical Manager (D)etail, (S)ummary, or (A)naylsis  Detail  Detail of each open item plus summary totals  Summary  Ages all open items into one line providing totals in each category  Analysis  Compares an analysis of patient and insurance due portions of accounts (A)ccount, (P)at., (I)ns. #, (C)arrier, or (D)octor  Account  Based on the original date of services  Patient  Only items currently patient’s responsibility are aged

Medical Manager  Insurance plan  Only items currently shown as insurance responsibility are aged  Carrier  Items shown as that carrier’s responsibility will be aged  Doctor  Aging is based on the original date of service and only the items that are associated with that doctor are aged Separate by doctor? Y/N  Aging for all or specific doctors

Medical Manager Display by claim? (N)one, (F)orced, (A)ll  None  Items not displayed by claim  Forced  (F)orced refers to an item that is billed as a “forced claim,” a special condition used when billing Medicare, Part A. You will probably not encounter this in most physicians’ offices. However, it is used in some outpatient clinics. (page 365)  All  View all items by claim (A)ll, (S)elective, (P)ractice  All or selective  Aging report will be generated for all or selective doctors  Practice  Single page report will analyze the practice’s accounts receivable as a whole

Medical Manager Skip if payment since  All accounts showing payment since the entered date will be skipped and not shown in report Include status? Y/N  Each account is assigned a status  Can be used as a filter for specific account statuses Exclude status? Y/N  Not to exclude any codes  Exclude a status code range  Up to five excluded status codes Default options  To default all categories press enter six times

Medical Manager Display Patient Data Access to every piece of account data Immediate full screen look at an accounts activities Allows you to look at the details of a specific item without having to print a long report Each screen provides a hard copy option Upper portion of the screen provides demographic information about the account Middle portion provides a financial summary of the account Lower portion provides 14 options for detailed information

Medical Manager Period Close and Period Close with Purge End of each billing period usually once a month All paid off items are purged from outstanding accounts Allows you to start a new billing period with accounts up to date Resets the financial figures for each doctor in the practice to $0.00