1. © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Chapter 5: Entering Insurance, Account, and Condition Information Computers in the Medical Office

2. 5-2 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education What is a Case?  A grouping of transactions that relate to a particular condition

3. 5-3 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education When is a new case created?  New cases are set up when a patient is treated for a new condition, or when there is a change in insurance  Patients may have more than one case open at a time

4. 5-4 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Case Command Buttons  Edit Case  New Case  Delete Case  Copy Case  Print Grid  Close

5. 5-5 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Case Folder

6. 5-6 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Information Stored in Case Folder  Personal Tab  Account Tab  Diagnosis Tab  Policy 1 Tab  Policy 2 Tab  Policy 3 Tab  Condition Tab  Miscellaneous Tab  Medicaid and TRICARE Tab  Comment Tab  EDI Tab

7. 5-7 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Personal Tab Contains a description of the case, the guarantor, and other information about the patient’s work, school, and marital status

8. 5-8 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Account Tab Lists basic information about the patient's account, including referring and attending providers

9. 5-9 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Diagnosis Tab Records up to four diagnosis codes

10. 5-10 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Policy 1 Tab Contains information about the patient’s primary insurance carrier

11. 5-11 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Policy 2 Tab Contains information about the patient’s secondary insurance carrier

12. 5-12 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Policy 3 Tab Contains information about the patient’s tertiary insurance carrier

13. 5-13 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Condition Tab Shows information relating to the general status or condition of the patient

14. 5-14 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Miscellaneous Tab Records outside lab work and the entry of lab charges Records outside lab work and the entry of lab charges, as well as other information

15. 5-15 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Medicaid and TRICARE Tab Displays information regarding Medicaid and TRICARE claims

16. 5-16 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Comment Tab Enter case notes on this tab. Enter case notes on this tab. This note will print on statements if you format the statement to include case comments.

17. 5-17 © 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education EDI Tab Enter electronic claim information specific to this case