UEI COLLEGE, GARDENA BUSINESS OFFICE ADMINISTRATION MEDICAL BILLING & COLLECTIONS PROJECT Presented by Miguel A. Lopez INSTRUCTOR: FRANK EZENEKWE, MBA
UEI COLLEGE, GARDENA BUSINESS OFFICE ADMINISTRATION
MEDICAL BILLING & COLLECTIONS PROJECT
Presented by Miguel A. Lopez
INSTRUCTOR: FRANK EZENEKWE, MBA
Index
4 phases of the medical billing
& Collections (How it Works)……………………………………………………………..Slide 2
Medisoft Guide lines(Steps)……….………………………………………………………………………….Slide 3
Enter a new patient……………………………………………………………………………Slide 4
PatientRegistrationForm…………………………………………………………………… Slide 5
Encounter Form………………………………………………………………………………… Slide 6
CMS 1500 Form………………………………………………………………………………...Slide 7
By Miguel Lopez ©2015
Patient appointment
and preregistration
Insurance ,benefits, HIPAA, financial account information And signatures for patients
verification
electronically created
Insurance claim.
Claim transmitted, Provider’s signature, Track pending
insurance claims (by management software)
Payers processing
payment received with EOB documents(electronically modify)
Bank deposit /unpaid claims follow up. Balance due statement mailed to patient .Full payment received and financial records
retained
Medisoft How it works
the beginning of the process and how the medical office is
determining the billing and information to the patient . This is
the order of the provider, insurance, medical office claims
By Miguel Lopez ©2015
Step1. First you look for the medisoft icon on the
computer
Step2. Double click on the medisoft icon
Step3.Once an chart pops up, you are ready to put a patients info.
Step4.On the Patient List chart there is a button with a plus sign symbol
on it
Step5. this button opens the Patients/Guarantor dialog box Once an chart pops up, you are ready to
put a patients info.
Step6. the dialog box has three tabs they are: Name, Address, other information
and payment Plan tabs Tab1 Name/Address: this option is to obtain your basic info. About the
patient: Name,Address,email,birthday ,SSI,Race,Language.the most
important thing is the chart number you need that to find your history
Tab2 Other Information: This tab gives you a option to gives the
provider more information about yourself.
Tab3 Payment Plan
Now your are finish go ahead now hit that save button and exit after each
one
Medisoft Guide Lines
By Miguel Lopez ©2015
Medisoft Patient Form
Patient: info.
Responsible Party: Second person in charge for the payment.If the patient
Insurance: Multiple coverage, supply info. From both carriers
Other information: More personal info.
Financial Agreement & Authorization for Treatment:
Signature & Date to agreed for the following
These five columns are listed on the registration
form. you would need to fill all of the open columns on
the patient form By Miguel Lopez ©2015
Medisoft Encounter form
Encounter form are key component in accurate billing and collection.
Procedure codes or relating to coding
Right below that is a ICD-9 is used to classify diseases and a wide variety of
signs symptoms and questionable findings of the patients history
The CPT code section is used to describe medical, surgical,raidology, management
services physicians and health care providers.
This form is broken down in three section. the first part is basic info. About yourself
At the end of this form there is a provider signature ,return appointment and the
amount due or billing
By Miguel Lopez ©2015
Medisoft CMS1500 form
The Form CMS-1500 is the standard paper claim form to bill Medicare fee-for-Service(FFS) Contractors when a paper claim is allowed.
Patient demographic information
Information about the patient visit to the doctor
(diagnosis,procedures,etc.)
Information about the doctor