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