1. Computers in the Medical Office
Chapter 6:
Entering Charge Transactions and Patient Payments
McGraw-Hill Career Education

2. Transaction Entry Overview
Charges are the amounts a provider bills for services provided
Payments are monies received from patients and insurance carriers in exchange for services
Adjustments are changes to accounts after the initial billing of charges
McGraw-Hill Career Education

3. Transaction Entry Dialog Box
McGraw-Hill Career Education

4. To Begin Entering a Transaction…
First, a patient’s chart number is selected from the Chart drop-down list
Next, a case number is selected from the Case drop-down list
McGraw-Hill Career Education

5. Entering Charges
Clicking the New button opens a new line in which a charge can be entered
McGraw-Hill Career Education

6. Entering Charges
The date is entered by the program, and corresponds to the Medisoft Program Date in the lower right corner of the screen
McGraw-Hill Career Education

7. Entering Charges
A procedure code (CPT) is selected from the drop-down list in the Procedure column
McGraw-Hill Career Education

8. Entering Charges
The program enters the charge amount for the procedure, based on the account code assigned to the patient
McGraw-Hill Career Education

9. Entering Charges Other information entered includes: Units POS Amount
TOS
Total
Allowed
Diag 1-4 M1
1-4
Co-pay
Provider
McGraw-Hill Career Education

10. Color Coding in Transaction Entry
Color codes are applied to the status of a procedure charge
No payment (gray)
Partially paid (aqua)
Overpaid (yellow)
McGraw-Hill Career Education

11. MultiLink Codes
MultiLink codes are related procedure codes that are grouped together so they can be entered with a single code to save time
McGraw-Hill Career Education

12. Editing Transactions
Transactions already entered can be edited simply by clicking in the field that contains the error and entering new data
McGraw-Hill Career Education

13. Payment Entry Overview
Patient payments, such as copayments, are entered in the Transaction Entry dialog box
Insurance payments are entered using Medisoft’s Enter Deposit/Payment feature, located on the Activities menu
McGraw-Hill Career Education

14. Entering Patient Payments
Patient payments are entered in the Payments, Adjustments, and Comments section in the lower half of the dialog box
McGraw-Hill Career Education

15. Entering Patient Payments
The type of payment is selected from a drop-down list of choices
McGraw-Hill Career Education

16. Entering Patient Payments
A drop-down list in the Who Paid column identifies who is making the payment
McGraw-Hill Career Education

17. Entering Patient Payments
Other information entered includes:
Date
Amount
Description
Check Number
Provider
Unapplied
McGraw-Hill Career Education

18. Applying Charges to Payments
After payments are entered, they must be applied to the charge for which the payment is being made
McGraw-Hill Career Education

19. Walkout Statements
Printed when a patient payment is made at the time of the office visit
Clicking the Print Receipt button in the Transaction Entry dialog box produces a walkout statement
McGraw-Hill Career Education