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Mastering Claims Creation and Management in Medisoft Billing Process

In this chapter, learn how to effectively manage claims in the Medisoft system. You'll understand the essential role claims play in the billing process and gain practical skills in creating, locating, and editing claims. Explore the Claim Management dialog box, discover the steps required for submitting electronic claims, and learn how to add necessary attachments. By the end of this chapter, you will be equipped with the knowledge needed to navigate and utilize Medisoft for efficient claims management.

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Mastering Claims Creation and Management in Medisoft Billing Process

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  1. 7 Creating Claims

  2. 7-2 Learning Outcomes When you finish this chapter, you will be able to: 7.1 Describe the role of claims in the billing process. 7.2 Discuss the information contained in the Claim Management dialog box. 7.3 Demonstrate how to create claims in Medisoft. 7.4 Describe how to locate a claim that has already been submitted. 7.5 Discuss how claims are edited in Medisoft. 7.6 Explain how to change the status of a claim

  3. 7-3 Learning Outcomes (Continued) When you finish this chapter, you will be able to: 7.7 List the steps required to submit electronic claims in Medisoft. 7.8 Describe how to add attachments to electronic claims.

  4. 7-4 Key Terms • filter • navigator buttons

  5. 7-5 7.1 The Role of Claims in theBilling Process • Once the services a patient has received from a provider have been entered into the PMP, the next step is to create insurance claims • Most important document for correct reimbursement • Communicate information about a patient’s diagnosis and procedures and the charges to a payer

  6. 7-6 7.1 The Role of Claims in theBilling Process (Continued) • The HIPAA standard transaction for electronic claims is the HIPAA X12 837 Health Care Claim or Equivalent Encounter Information (837P). • The paper format is known as the CMS-1500 claim form.

  7. 7-7 7.2 Claim Management in Medisoft • Claims are created in the Claim Management area of Medisoft Claim Management dialog box

  8. 7-8 7.2 Claim Management in Medisoft(Continued) • The upper-right hand corner of the Claim Management dialog box contains five navigator buttons • Navigator buttons simplify the task of moving from one entry to another Navigator buttons

  9. 7-9 7.3 Creating Claims • The Create Claims button in the Claim Management dialog box opens the Create Claims dialog box Create Claims dialog box

  10. 7-10 7.3 Creating Claims (Continued) • A filter is a condition that data must meet to be selected • The Create Claims dialog box uses these filters: ▪ Transaction dates ▪ Location ▪ Chart numbers ▪ Assigned ▪ Primary insurance ▪ Attending ▪ Billing codes ▪ Enter Amount ▪ Case indicator

  11. 7-11 7.3 Creating Claims (Continued) • Once claims are created, they are listed in the Claim Management dialog box, with a status of Ready To Send • Exercise 7-1 page 222

  12. 7-12 7.4 Locating Claims • Medisoft’s List Only feature selects only those claims that meet specified criteria, such as: • Chart number • Date created • Insurance carrier • EDI receiver • Billing method • Billing date • Batch number • Claims status

  13. 7-13 7.4 Locating Claims (Continued) • The List Only Claims That Match dialog box • Exercise 7-2 page 226

  14. 7-14 7.5 Editing Claims • To edit a claim, first select it in the Claim Management dialog box, then click the Edit button to display the Claim dialog box Edit button

  15. 7-15 7.5 Editing Claims (Continued) • Information can be edited on the five tabs of the Claim dialog box • Exercise 7-3 page 231 Five tabs

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