Medical ManagerUnit 8

ICBS 170

Medical Manager

Unique Payments Refunding an overpayment

Patient or insurance carrier overpays an account Removing a credit for a bad check

Credit originally applied to account must be removed Automatic payment from insurance company

Insurance plan pays account in full Rebilling lost insurance claims

Using rebill feature with adjustment of 0 dollars

Medical Manager Aging report

Information that aids in collection on accounts Categorizes an account’s outstanding balance by the

length of time it has been due Shows which accounts need the most attention for

collection Six categories

1 - Current 2 - 31-60 days 3 – 61-90 days 4 – 91-120 days 5 – 121-150 days 6 – 151 + days

Medical Manager (D)etail, (S)ummary, or (A)naylsis

Detail Detail of each open item plus summary totals

Summary Ages all open items into one line providing totals in each

category Analysis

Compares an analysis of patient and insurance due portions of accounts

(A)ccount, (P)at., (I)ns. #, (C)arrier, or (D)octor Account

Based on the original date of services Patient

Only items currently patient’s responsibility are aged

Medical Manager

Insurance plan Only items currently shown as insurance responsibility

are aged Carrier

Items shown as that carrier’s responsibility will be aged Doctor

Aging is based on the original date of service and only the items that are associated with that doctor are aged

Separate by doctor? Y/N Aging for all or specific doctors

Medical Manager Display by claim? (N)one, (F)orced, (A)ll

None Items not displayed by claim

Forced (F)orced refers to an item that is billed as a “forced claim,”

a special condition used when billing Medicare, Part A. You will probably not encounter this in most physicians’ offices. However, it is used in some outpatient clinics. (page 365)

All View all items by claim

(A)ll, (S)elective, (P)ractice All or selective

Aging report will be generated for all or selective doctors Practice

Single page report will analyze the practice’s accounts receivable as a whole

Medical Manager Skip if payment since

All accounts showing payment since the entered date will be skipped and not shown in report

Include status? Y/N Each account is assigned a status Can be used as a filter for specific account statuses

Exclude status? Y/N Not to exclude any codes Exclude a status code range Up to five excluded status codes

Default options To default all categories press enter six times

Medical Manager

Display Patient Data Access to every piece of account data Immediate full screen look at an accounts activities Allows you to look at the details of a specific item without

having to print a long report Each screen provides a hard copy option Upper portion of the screen provides demographic

information about the account Middle portion provides a financial summary of the account Lower portion provides 14 options for detailed information

Medical Manager Period Close and Period Close with Purge

End of each billing period usually once a month All paid off items are purged from outstanding

accounts Allows you to start a new billing period with

accounts up to date Resets the financial figures for each doctor in the

practice to $0.00