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Terms in this set (64)
telephoning
in most offices patients use the traditional method of ____________ to contact the office
open hours
scheduling where patients are seen within given window of time on first come first serve basis except in the case of emergency
double booking
scheduling where two or more patients are scheduled in the same time slot
wave scheduling
where patients are scheduled at the beginning of each hour with the rest of the hour open and the patient who arrives first or has the most serious condition is usually seen first
NP (new patient)
patient who has not received professional services from another provider or another provider in the same specialty in the same practice within the past three years
EP (established patient)
patient who has received professional services from a provider or another provider with the same specialty in the same practice within the past three years
preregistration
process of gathering new patient/basic info such as contact, insurance, and reason for visit information before a new patient comes into the office for an encounter
basic demographics
patients __________ is obtained first.
name
address
gender
DOB
telephone #'s
email
address
length
the reason for the visit will determine the ___________ of time required for the appointment
coinsurance
percentage of each claim that the insured pays the patient -that is due after deductible amount must be taken into account. the coinsurance rate, such as 80-20, states health plans percentage of charge, followed by insured percentage.
charge-deductible-coinsurance=health plan payment example
indemnity policy states that deductible is first 200 covered annual medical fees and coinsurance rate is 80-20. patient whos first medical charge of year was 2000 would owe 560
charge- 2000
patient owes deductible- 200
balance (allowed amount)- 1800
patient also owes coinsurance (20% of balance)- 360
total
balance due from patient- 200+360=560
electronic transactions
instead of making telephone calls or sending faxes medical practices most often use ______________ to communicate with payers
electronic transactions
are most efficient because they only take seconds
office hours
special program called _____________ that is used to handle appointment scheduling in medisoft network professional
office hours calendar
interactive calendar used to select or change dates in office hours
medisoft network professional, directly from windows, shortcut
office hours can be started from within ____________ or ___________ or ____________ button on toolbar
after, located
___________ the provider is selected, an appointment slot must be ___________
search for open time slot shortcut button
for example, a patient needs a thirty-minute appointment and would like it to be during his lunch hour, which is from 12:00-1:00pm. he can get away from the office only on mondays and fridays. office hours makes it easy to locate an appointment slot that meets these requirements with the ________________________.
before, medisoft network professional
when a new patient phones the office for an appointment, the appointment can be scheduled in office hours ____________
the patient information is entered in
_____________________. it is possible to enter an appointment before a chart number has been assigned to the patient.
repeating
_____________ appointments occur at the same time for a limited period of time
cut command
an appointment can be canceled and not rescheduled simply by using the _____________
break entry shortcut button, new break entry dialog box
to set up a break for a current provider (that it, the provider listed in office hours provider box) click the ______________. this action causes the _______________ to appear.
patient information form
form that includes patient patients personal, employment, and insurance data needed to complete a health care claim; also known as registration form
answers and physicians observations
during the encounter, the physician reviews the info on medical history form with patient and documents the patients _____________
new patients
who fills out a patient information form
primary insurance carrier, name, policyholder
whats on a patient information form? name of patients ________________ and if the patient is covered by another insurance carrier, the ____________&_____________ information for that plan.
guarantor
person who is the insurance policyholder for patient of practice
double checked
all data from the card that the patient has written on the patient information from are _______________ against the insurance card for accuracy before being entered into the practices patient database
financial policy
____________ practices rules governing payment for medical services from patients
information packet
the practices financial policy on payment for services is usually either displayed at the reception desk or included in a new patient _____________
payment
a financial policy should explain what is required of the patient and when ____________ is due
outstanding balance
practice management programs usually have shortcut keys or quick check buttons for determining whether patient has an ________________
status, track patients location
patient tracking features used during patient encounters to track the _________ of each appointment (this includes whether the appointment was kept, canceled, or rescheduled) as well as to______________________ (this includes whether a patient has checked in, is in the exam room, is with a provider or has checked out)
patient list dialog box
lists all patients guarantors and their cases currently in the database
patient and case
on the upper-right side of the patient list dialog box, there are two radio buttons: _______&_________
payment plan tab
the _______________ is used when a patients account is overdue and a payment plan has been created to pay down the remaining balance
patient/guarantor
when patients notify the practice that they have moved, changed jobs or insurance carriers, or made other changes information needs to be updated in medisoft network professionals ___________________ database
case
in medisoft network professional, a __________ is a grouping of transactions that share a common element
new case, submit insurance claims
when a patient changes insurance plans, a __________ is set up, even if the same condition is being treated. this makes it easier to ___________________ to the appropriate carrier.
copy case
the ________________button copies all the information from an existing case case into a new case. this feature is useful when creating a new case for a patient who already has a case in the system
added to the database
the insurance 1 box lists the code number and name of insurance carrier. the drop-down lists shows the carriers already in the system. if the carrier is not listed, it must be ___________________.
case dialog box, insurance carrier
it is not necessary to close the ___________________ to add an _________________ to the database. when insurance is clicked on the lists menu, and carriers is clicked on the submenu, the insurance carrier list dialog box is displayed in front of the other dialog boxes on the screen.
multimedia tab
the ________________ is used to save a multimedia file, such as a picture file or a sound file, to a patients case
patients photo ID
if an image file is selected , such as a _________________, the picture appears in the right panel of the multimedia tab.
check in, patient record
during ____________ staff members confer with patient to determine if info such as change in insurance or employment needs to be updated in the _____________.
examination
during the ___________ encounter the provider may order lab work or diagnostic tests
check-out, lab work
during _____________, the office staff gives the patient any additional information required, such as patient education materials or _________________ instructions
progress notes
documenting care delivered to patient, and medical facts and clinical thinking relevant to diagnosis and treatment
SH (social history), care
information about patients tobacco use, alcohol and drug use, sexual history, relationship status, and other significant social facts may contribute to the ____________ of the patient
examination
paper office
-physician picks up chart from bin, enters exam room, and reviews information from chart
PM/EHR office
-PHYSICIAN REVIEWS PATIENT CHART IN EHR, including todays vital signs and chief complaint
checkout
paper office
-payment is collected and recorded on encounter form; patient is given handwritten receipt
PM/EHR office
-payment is collected and entered in PM; receipt is printed
file menu, chart button
the first step in opening a patient chart is to select open chart on _____________ or to click the _____________ on the toolbar, which opens the patient lookup dialog box
single note
each history section of chart consists of a ___________
history folder
to enter a patients history, open a patients chart, and click the appropriate _______________
history note, date, time
a ______________ always contains a heading with the ___________&___________
MCPR, any allergies, intolerances
when a new medication is prescribed for a patient, __________ checks whether the patient has _________or__________. while an allergy is a relative rare condition in which the immune system responds to a medication and causes adverse effects, an intolerance is generally a milder reaction, and does not involve te immune system.
drop down list, type
select the patients reaction to the medication from the ____________, or ________ a description of the patients reaction. the reaction is displayed in parentheses next to the allergy or intolerance name.
remain blank
if the medical assistant does not have enough information to complete any of the fields, those fields should ___________. if the patient cant recall when allergy started, it needs to remains blank.
physicians, no
_____________ completes progress notes. if its been started but not completed, it can be saved as an incomplete note by clicking ________ when asked whether you are permanently finished with the note
shared, signature pin
a feature in medisoft clinical patient records allows a __________ note to be signed by each person who contributes to the note. the program then prompts the user for his or her ________________
red, blue
abnormal values are highlighted in __________(high) or __________ blue(low) on the vital signs screen
posturals
the ____________ button is used to __________ the patients pulse, systolic blood pressure, and diastolic blood pressure while the patient is in different positions.
yellow, message folders
the ____________ column on the left in the message dialog box lists the ____________
letter, toolbar, letters, task
letters are created by clicking the __________ button on the ___________, or by selecting ___________ on the _________ menu which opens the insert template dialog box
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