1. Medical Manager Unit 2 ICBS 170

2. MEDICAL MANAGER Each time a new patient visits the medical office the following information is added or updated and stored in the Medical Manager system:  Patient info  Guarantor info  Insurance info  Dependant info Charges are posted to patients accounts Payments are credited to patient’s accounts

3. MEDICAL MANAGER Guarantor  Person who guarantees to pay the doctor for all charges incurred on an account Includes charges for himself/herself and all dependants When adding an account  Can add up to 99 dependants  Can add up to 99 insurance plans  Can add extended information Employer info Legal representative

4. Guarantor Screen

5. MEDICAL MANAGER Always begin a new account with guarantor information New patient entry is used ONLY to create new guarantor accounts A different screen is used when names of dependents, insurance companies or when patient extended information is modified are added to an existing account

6. MEDICAL MANAGER YOU CANNOT EXIT DURING AN ENTRY OR ALL OF YOUR INFORMATION ENTERED WILL BE LOST AND YOU WILL HAVE TO START OVER. DO NOT START AN EXERCISE UNLESS YOU ARE SURE THAT YOU WILL HAVE ENOUGH TIME TO FINISH THE EXERCISE

7. MEDICAL MANAGER To check to see if a patient is already on file:  ?  Social security number  ? Then scroll through all names The patient account number can automatically be assigned by the MM program  This feature has been turned off in the student edition

8. MEDICAL MANAGER Extended information  Patient information that is not required  Employer name and address  Can be customized Referring doctor  Specialist needed to treat a more severe condition  Each referring doctor is identified by a separate number  Referring physician number is automatically assigned by the MM program

9. MEDICAL MANAGER Bill type  Two part code that defines the type of receipt and statement the patient is to receive  System default is 11  First # is the walkout receipt type  Second # is the statement type Medical Manager allows notes and messages to be added to an account when needed

10. MEDICAL MANAGER Discounts  When another physician or family member receives care from a doctor  Percentage of discount can be calculated Large Balances  Special arrangements can be made  Budget payment accounts  Monthly payments arranged

11. MEDICAL MANAGER Medical offices need to have complete information about a patient’s health insurance coverage  Separate insurance policy information screen will be completed for each of the guarantor’s plans

12. MEDICAL MANAGER When to choose: (ins info screen)  Guarantor When the name of the insurance subscriber is the same name as the guarantor’s  Policyholder When the name of the insurance subscriber is the same as anyone else (besides guarantor) in the account  New insured party When the name of the insurance subscriber is not the same as anyone else in the account

13. MEDICAL MANAGER Assignment of Claims  Most physicians accept assignment of claims  For government programs Means that they agree to accept an amount determined to be reasonable by the insurance carrier  For other insurance types Patient has assigned benefits to the doctor Press enter to bypass fields for which no information is provided

14. MEDICAL MANAGER Insurance priority screen  Tells the system in which order to bill the insurance company  MUST BE SET FOR EVERY POLICY ON THE ACCOUNT  If you add and insurance, DO NOT forget to set the priority!  If priority is not set, the billing will be incorrect