Medical Manager Unit 8

1. Medical ManagerUnit 8 ICBS 170

2. 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

3. 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

4. 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

5. 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

6. 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

7. 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

8. 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

9. 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