2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim...
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Transcript of 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim...
![Page 1: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/1.jpg)
2015 User Conference
The Ins and Outs of Patient Accounts April 23 and 25, 2015
Presented by:
Kim Gingras EHR Training Specialist
PM Session
![Page 2: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/2.jpg)
2015 Office Practicum User Conference
Objectives
1. Understand Charges vs Claims
2. Create and manage claims
3. Identify the use of Payments vs Credits tabs
4. Use Messages & Tasks to notate Patient Accounts
5. Learn how to print demand Statements and CMS 1500
6. Identify the items found in the Consents & Disclosures tab
![Page 3: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/3.jpg)
2015 Office Practicum User Conference
Accessing the Patient’s Account
= F12
![Page 4: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/4.jpg)
2015 Office Practicum User Conference
Overview
![Page 5: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/5.jpg)
2015 Office Practicum User Conference
Insurance
Once an insurance is attached to a claim you cannot delete/edit it.
![Page 6: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/6.jpg)
2015 Office Practicum User Conference
Charges vs Claims
Charges vs ClaimsCharges Claims
● Current/ not Daysheeted
● No audit trail
● Not editable on the claims tab
● Current/Daysheeted
● Can View Claims Status History
● Archived claims are not editable in the charges tab
![Page 7: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/7.jpg)
2015 Office Practicum User Conference
Create/ Review Charges
● Patient not seen in office○ Hospital
● Miscellaneous charge (ex: form, interest, ROI, etc)
● Posting superbill charges○ Best practice
What are some of the reasons for creating charges from the Patient Account?
![Page 8: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/8.jpg)
2015 Office Practicum User Conference
Posting Charges
Basic Information Tab
![Page 9: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/9.jpg)
2015 Office Practicum User Conference
Posting Charges
Other Items Tab
![Page 10: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/10.jpg)
2015 Office Practicum User Conference
Let’s Try It!
#1
![Page 11: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/11.jpg)
2015 Office Practicum User Conference
Claims
Lets review what Actions can be taken:
● Task: use this to create a reminder for claims follow up.● Edit: use this to make claims corrections to error edits
for rejected claims, i.e cpt/icd9, modifiers, ndc etc.● Void: use this to remove or adjust a line item/claim, if
voiding payments, it will place the payment amount into the Credits tab for future use.
● Recoup: use this when an insurance payer takes back (recoups) a payment previous made on a claim or line item.
![Page 12: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/12.jpg)
2015 Office Practicum User Conference
Claims
Lets review what Actions can be taken:
● Revert Pat Resp: this button will transfer money on account that is in patient responsibility to the insurance responsibility.
● Change Payer: this button allows users to change the insurance payer on a claim
● Rebuild/Proof: use these buttons to correct that are out of proof when too much adjustments or excessive voidings have caused the account to go out of balance.
● Q Prim/Q Sec: use this to send the claim back to the Transmit queue to be sent to the clearinghouse.
![Page 13: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/13.jpg)
2015 Office Practicum User Conference
Let’s Try It!
#2 & #3
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2015 Office Practicum User Conference
Payments
What is the Payments tab used for?
● Posting payment for patient responsibility○ Copays, co-insurance, deductible○ Direct payments○ Apply unapplied credits
● Posting adjustments for patients, move money to patient responsibility.
● Posting patient’s insurance payments/adjustments
![Page 15: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/15.jpg)
2015 Office Practicum User Conference
Payments
Remember Insurance payments are in Green, Patient Payments in Orange
![Page 16: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/16.jpg)
2015 Office Practicum User Conference
Credits How are Credits different from Payments?
● Credits are payments collected through the Schedule or the Credits tab on the Patient Account ○ They are Copays, Pre-payments, Overpayments○ They sit in an unapplied state
● Payments is the area where the credits are applied to a line item.
How do I ensure my Credits balance?● Applying credits at time of posting
● Current Credits Report
![Page 17: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/17.jpg)
2015 Office Practicum User Conference
Current Credits Report
Match this report to your daily posting!
![Page 18: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/18.jpg)
2015 Office Practicum User Conference
Common mistakes with Credits
Common mistakes made when applying credits to charges
● Posted to incorrect DOS
● Posted to wrong line item
● Posted as actual method of payment instead of patient credit (PC)
![Page 19: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/19.jpg)
2015 Office Practicum User Conference
Let’s Try It!
#5
![Page 20: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/20.jpg)
2015 Office Practicum User Conference
Methods to Notate a Patient Account
No more...
What are the different ways to notate a Patient Account?
![Page 21: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/21.jpg)
2015 Office Practicum User Conference
Methods to Notate a Patient Account
Tasks
![Page 22: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/22.jpg)
2015 Office Practicum User Conference
Methods to Notate a Patient Account
Messages
What can messages be used
for?
![Page 23: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/23.jpg)
2015 Office Practicum User Conference
Statements
What can we do in the Statements tab??
● Print a statement○ Insurance or patient
● Queue a statement
● Drop a claim to paper (CMS 1500)
● Print a ledger
● Save a PDF Copy
● Create custom statement labels
![Page 24: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/24.jpg)
2015 Office Practicum User Conference
Let’s Take a Look#6
![Page 25: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/25.jpg)
2015 Office Practicum User Conference
Consents
A list of standard consent forms that patients have signed in OP.
![Page 26: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/26.jpg)
2015 Office Practicum User Conference
Disclosures
What does the Disclosures tab display?
![Page 27: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/27.jpg)
2015 Office Practicum User Conference
Disclosures
● Claim file
● HCFA
● Statement
![Page 28: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/28.jpg)
2015 Office Practicum User Conference
Questions?
![Page 29: 2015 User Conference The Ins and Outs of Patient Accounts April 23 and 25, 2015 Presented by: Kim Gingras EHR Training Specialist PM Session.](https://reader036.fdocuments.us/reader036/viewer/2022062423/56649e555503460f94b4c9db/html5/thumbnails/29.jpg)
2015 Office Practicum User Conference
We want your feedback!