P3.15.1^Chapter 15. Putting It All Together^438^440^,,^13914^14028%
Start Medisoft, and restore the data from your last work session.
Schedule appointments for January 4, 2017, for the following patients. Make sure they are scheduled for the right doctors.
|Jackson, Luther||30 minutes||9:00 a.m.|
|Hsu, Edwin||15 minutes||9:15 a.m.|
|Simmons, Jill||15 minutes||10:15 a.m.|
|Stern, Nancy||1 hour||9:30 a.m.|
|Syzmanski, Debra||30 minutes||9:30 a.m.|
|Giles, Sheila||15 minutes||9:00 a.m.|
|Battistuta, Pauline||30 minutes||10:30 a.m.|
Switch the appointment times for Giles and Simmons.
Cancel the appointment for Edwin Hsu.
Print the appointment lists for January 4, 2017, for Dr. Banu, Dr. Beach, and Dr. McGrath.
You have completed Exercise 15-1.
Create new cases for all patients with appointments on January 4, 2017, using the information found on Source Documents 29–34.
You have completed Exercise 15-2.
Using Source Documents 29–34, record the charge and payment transactions for all of the patients who had appointments.
You have completed Exercise 15-3.
Create insurance claims for all transactions that have not already been placed on claims. (Hint: Leave the Transaction Dates boxes blank in the Create Claims dialog box.) Change the status of the newly created claims from Ready to Send to Sent.
You have completed Exercise 15-4.
Change the Medisoft Program Date to December 30, 2016. Enter the insurance payments listed on Source Documents 35–39, and apply the payments to patient charges. For capitated payments, remember to identify patients covered by this plan who had visited the practice during the month of November 2016, using the List Only … button in the Claim Management window, then enter a zero insurance deposit to adjust capitated patient accounts to a zero balance.
You have completed Exercise 15-5.
Create remainder statements as of December 30, 2016 for patients whose last names begin with the letters J through Z. Print any statements that were created.
You have completed Exercise 15-6.
Print a patient day sheet for January 4, 2017.
Print a practice analysis report for the period of January 1, 2016 to December 31, 2016.
You have completed Exercise 15-7.
Date: December 30, 2016
A notice of an electronic payment from a collection agency has come in for Kristin Zapata's account. The agency collected the full amount owed to the practice, $282.50. The payment to the practice is the full amount minus the 25 percent fee charged by the agency. Calculate the net amount of the payment and enter it in Medisoft. Write off the remaining balance.
A check has been received from Lisa Wright in the amount of $46.40. Enter the payment. The check number is 4629.
Print a Date Accurate Patient Aging by Date of Service report for transactions through December 30, 2016.
You have completed Exercise 15-8.
Date: December 30, 2016
Study the patient aging report you created in Exercise 15-8. Determine which patients have account balances of greater than $5.00 whose accounts are more than sixty days late. These patients must be added to the collection list and sent collection letters. Note: If a patient is already on the collection list, they do not need to be added. Hint: To view all items on the collection list, be sure to check the box Show All Ticklers in the Collection List dialog box.
When completing the Tickler Item dialog box, enter Call about overdue account in the Action Required box and 12/30/2016 in the Follow Up Date box. Complete the other fields as appropriate.
Create collection letters for the patients you just added to the collection list. Hint: In the Collection Letter Report dialog box, enter 12/30/2016 in both Follow Up Date Range boxes. Don't forget to check the Exclude Items that follow Payment Plan box and the Generate Collection Letters box.
You have completed Exercise 15-9.
Remember to create a backup of your work before exiting Medisoft! To help you keep track of your work, name the backup file after the chapter you are working on, for example, StudentID-c15.mbk.