Deck 5: Entering Charge Transactions and Patient Payments

Question 1

Which of the following types of transactions are recorded in Medisoft?

A) payments
B) charges
C) adjustments
D) All of these are correct.

Answer 1

All of these are correct.

Question 2

What are the amounts a provider bills for the services performed?

A) charges
B) adjustments
C) overpayments
D) payments

Answer 2

charges

Question 3

What are changes to patients' accounts?

A) charges
B) adjustments
C) overpayments
D) payments

Answer 3

adjustments

Question 4

Monies received from patients and insurance carriers are considered

A) charges.
B) adjustments.
C) overpayments.
D) payments.

Question 5

Which of the following is an example of an adjustment?

A) discounts for cash patients
B) refunding of overpayments
C) returned checks
D) All of these are correct.

Question 6

A payer sends a practice an electronic check as scheduled under a capitation plan. This is an example of which one of the following choices?

A) charges
B) adjustments
C) overpayments
D) payments

Question 7

A practice receives notice from the bank that a patient's check has not cleared due to a lack of funds and updates its account accordingly. This is an example of which one of the following choices?

A) charges
B) adjustments
C) overpayments
D) payments

Question 8

A practice sends a patient a bill that lists the amounts they must pay for the services they received. This is an example of which one of the following choices?

A) charges
B) adjustments
C) overpayments
D) payments

Question 9

Where are patient encounter/charge transactions entered in Medisoft?

A) the Case dialog box
B) the Payment Entry dialog box
C) the Transaction Entry dialog box
D) the Patient/Guarantor dialog box

Question 10

Which of the following documents is needed by the practice in order to enter charge transactions?

A) the patient's information form
B) the patient's encounter form
C) the walkout receipt
D) the charge transaction form

Question 11

Which of the following is the main section of the Transaction Entry dialog box?

A) the Payment/Adjustment Transactions section
B) the Patient/Account Information section
C) the Charge Transactions section
D) All of these are correct.

Question 12

Read the following choices. Which one represents the correct work flow after a patient encounter has taken place?

A) Charge transactions are entered; charge transactions are checked for accuracy; transaction data are saved; a walkout receipt is printed for the patient.
B) Charge transactions are checked for accuracy; charge transactions are entered; transaction data are saved; a walkout receipt is printed for the patient.
C) Charge transactions are entered; charge transactions are checked for accuracy; a walkout receipt is printed for the patient; transaction data are saved.
D) A walkout receipt is printed for the patient; charge transactions are entered; charge transactions are checked for accuracy; transaction data are saved.

Question 13

What is the correct procedure if it is determined that incorrect data have been entered for a charge transaction in Medisoft?

A) The data should be saved, then edited.
B) The data should be edited, then saved.
C) The data should be reentered from the beginning, then saved.
D) The data should be deleted.

Question 14

What type of information does the Patient/Account Information section of the Transaction Entry dialog box contain?

A) information about the patient's insurance coverage
B) information about the patient
C) information about the patient's account
D) All of these are correct.

Question 15

Which of the following would be entered in the Payment/Adjustment Transactions section of the Transaction Entry dialog box?

A) information about the patient's insurance coverage
B) patient payments
C) charge transactions
D) All of these are correct.

Question 16

When looking at the Transaction Entry dialog box, in what section does the Patient/Account Information appear?

A) top third
B) middle third
C) bottom third
D) top half

Question 17

What critical information should appear in the Patient/Account Information section of the Transaction Entry dialog box?

A) case number
B) chart number
C) diagnosis and procedure codes
D) case number and chart number

Question 18

If the correct patient is highlighted in the Chart drop-down list, pressing what button selects the patient and closes the drop-down list?

A) Shift
B) Ctrl
C) Tab
D) Alt

Question 19

____________ and descriptions for the patient are displayed in the drop-down list in the Case box of the Patient/Account Information section of the Transaction Entry dialog box.

A) Chart numbers
B) Case numbers
C) The guarantor
D) The insurance carrier

Question 20

What section of the Transaction Entry dialog box displays account aging information for the patient and the insurance carrier?

A) Aging, Copay, and Deductible Information
B) Charges
C) Adjustments
D) Payment

Question 21

Which of the following is the most effective way to locate a patient chart number?

A) key the first several letters of a patient's first name
B) key the first several letters of a patient's last name
C) search by the patient's physician
D) search by the patient's employer

Question 22

The default Medisoft setting displays __________ when a patient is selected in the Transaction Entry dialog box.

A) the procedure and diagnosis codes for the oldest case
B) the patient's chief complaint for the most recent case
C) the transactions for the most recent case
D) the transactions for the oldest case

Question 23

How many cases can be open at the same time in the Transaction Entry dialog box?

A) one
B) two
C) four
D) eight

Question 24

Which of the following explains how to display the Insurance tab in the Transaction Entry dialog box?

A) select a patient from the case drop-down list and it will display by default
B) click on the tab title
C) select the patient's chart number
D) None of these are correct.

Question 25

What additional information may be found on the Insurance tab but not the Patient tab?

A) the date of the procedures
B) diagnosis codes
C) procedure codes
D) aging information for the carrier

Question 26

Which patients are included in the Chart drop-down list in the Transaction Entry dialog box?

A) all the patients in the practice
B) all the patients for the specified physician
C) all the patients for the specified insurance carrier
D) None of these are correct.

Question 27

What information is included in the Patient tab?

A) whether a copayment is overdue
B) the amount of the annual deductible and the amount paid toward the deductible year-to-date
C) the amount of the copayment per the patient's health plan
D) All of these are correct.

Question 28

All of the following information is found on the Patient tab except

A) the total amount outstanding.
B) the outstanding balances for 0-30, 31-60, 61-90, and 91+ days.
C) aging information for the insurance carrier.
D) the amount of the copayment.

Question 29

In what section of the Transaction Entry dialog box are charges for patient encounters entered?

A) Patient/Account Information
B) Charges
C) Payments, Adjustments, and Comments
D) All of these are correct.

Question 30

Which of the following Place of Service codes indicates the encounter took place in a provider's office?

A) 11
B) 21
C) 22
D) 23

Question 31

What does the abbreviation TOS stand for?

A) time of service
B) type of service
C) treatment or service
D) type of submission

Question 32

Press the ____________ key to quickly add a CPT code to the database if it does not appear in the drop-down list in the Procedure field.

A) Ctrl
B) F8
C) F10
D) Insert

Question 33

In the Charges section of the Transaction Entry dialog box, the Total box is the result of multiplying the number in the ____________ by the number in the Amount box.

A) Procedure box
B) TOS box
C) Units box
D) Quantity box

Question 34

To begin the process of entering a charge transaction in Medisoft, click the ____________ button.

A) MultiLink
B) New
C) Note
D) Details

Question 35

What are groups of procedure code entries that relate to a single activity?

A) group codes
B) diagnoses codes
C) multiLink codes
D) linked codes

Question 36

Which of the following is an advantage of the MultiLink feature?

A) It is time-saving.
B) It reduces omission errors.
C) It adds diagnosis codes automatically.
D) It is time-saving and it reduces omission errors.

Question 37

Which of the following menus allows you to set up color codes in Medisoft by using the Program Options selection?

A) Activities menu
B) Edit menu
C) File menu
D) Lists menu

Question 38

Which button should be clicked to save transactions?

A) Save Transactions
B) Update All
C) Print Receipt
D) Save Transactions or Update All

Question 39

Calculate the Total field if the entry in the Amount field of the Transaction Entry dialog box is $47.00 and the number in the Units field is 3.

A) $0.00
B) $47.00
C) $141.00
D) $423.00

Question 40

Calculate the Units field if the entry in the Amount field of the Transaction Entry dialog box is $126.00 and the entry in the Total field is $504.

A) 2
B) 4
C) 6
D) 8

Question 41

Calculate the entry in the Amount field if the entry in the Total field of the Transaction Entry dialog box is $63.00 and the number in the Units field is 1.

A) $0.00
B) $1.00
C) $63.00
D) $126.00

Question 42

Which of the following happens when the New button is clicked in the Transaction Entry dialog box?

A) Medisoft does not populate the Date box; the user must enter a date.
B) Medisoft automatically enters the Medisoft Program Date in the Date box.
C) Medisoft automatically enters the date on which the procedures were performed.
D) Medisoft automatically enters the date on which payments were received.

Question 43

What does the Units field in the Transaction Entry dialog box indicate?

A) the quantity of the procedure or service
B) the quality of the procedure or service
C) the amount of the procedure or service
D) the diagnosis code

Question 44

What information goes in the M1 box in the Transaction Entry dialog box?

A) TOS codes
B) POS codes
C) CPT code modifier
D) ICD code modifier

Question 45

A patient was treated at an outpatient facility and released on the same day. Which of the following POS codes would be used in Medisoft?

A) 11
B) 21
C) 22
D) 23

Question 46

Which of the following explains why it is impossible to forget to enter a procedure when codes are entered as a MultiLink?

A) All the codes that are in the MultiLink group are entered automatically.
B) Medisoft displays a Hint feature.
C) Medisoft displays a Warning feature.
D) Only one code has to be recorded with this feature.

Question 47

Which of the following buttons displays the Transaction Documentation dialog box?

A) MultiLink
B) Details
C) Note
D) Delete

Question 48

What button displays a dialog box used to enter drug/prescription information for a charge?

A) MultiLink
B) Details
C) Note
D) Delete

Question 49

What is the purpose of color-coded transactions in Medisoft?

A) They make it easy to determine the status of a payment.
B) They make it easy to determine the status of a charge.
C) They make it easy to use the MultiLink feature.
D) They make it easy to determine the status of a payment and the status of a charge.

Question 50

A patient requires a walkout receipt after an office visit. Once the transactions have been entered in Medisoft, what should be done to print this receipt?

A) open the patient's case and click the Quick Receipt button
B) open the patient's case and click the Print Receipt button
C) open the patient's case and click the Update All button
D) open the patient's case and click either the Quick Receipt button or the Print Receipt button; both options would work

Question 51

Which of the following is the most efficient method of editing a transaction in the Transaction Entry dialog box?

A) click in the field that needs to be changed and enter the correct information
B) click the Edit button and enter the correct information
C) click the Details button and enter the correct information
D) click the Note button and enter the correct information in the Transaction Documentation dialog box

Question 52

In how many different areas of the Medisoft program are payments entered?

A) one
B) two
C) three
D) four

Question 53

Where are patient payments that are made at the time of an office visit entered?

A) Transaction Entry dialog box
B) Deposit List dialog box
C) Patient Ledger dialog box
D) Transaction Entry dialog box or Deposit List dialog box

Question 54

What section of the Transaction Entry dialog box allows for payments to be entered?

A) Patient/Account Information
B) Charges
C) Payments, Adjustments, and Comments
D) All of these are correct.

Question 55

Medisoft automatically enters the current date in the Date box when the ____________ button is clicked in the Payments, Adjustments, and Comments section.

A) New
B) Apply
C) Note
D) Delete

Question 56

To indicate the ____________ status, payments are color-coded in Medisoft.

A) procedure
B) diagnosis
C) payment
D) patient

Question 57

What is indicated by a payment that is not colored and appears white in the Payments, Adjustments, and Comments section of the Transaction Entry dialog box?

A) The payment has been denied.
B) The payment has been partially approved.
C) The payment has been fully applied.
D) All of these are correct.

Question 58

What button is used to apply payments to specific charges once all the necessary information is entered in the Payments, Adjustments, and Comments section?

A) New
B) Apply
C) Save
D) Input

Question 59

The amount in the ____________ column changes once the payment has been applied in the Apply Payment to Charges dialog box.

A) Patient/Account Information
B) Charges
C) Unapplied
D) All of these are correct.

Question 60

Name the two different areas where payments are entered in Medisoft.

A) the Deposit List dialog box and the Claim Management dialog box
B) the Transaction Entry dialog box and the Deposit List dialog box
C) the Patient/Guarantor dialog box and the Case dialog box
D) the Case dialog box and the Transaction Entry dialog box

Question 61

Which of the following is a common factor that practices use to determine their preferences for how payments are entered?

A) their billing procedures
B) their aging procedures
C) their diagnosing procedures
D) All of these are correct.

Question 62

Which of the following Medisoft features is the most efficient when entering large insurance payments that have to be split up and applied to several patients?

A) the Transaction Entry feature
B) the Deposit List feature
C) the Quick Receipt feature
D) the MultiLink feature

Question 63

What method can be used to change the default date in Medisoft when entering patients?

A) The Date button in the lower-right corner of the screen can be clicked.
B) The Set Program Date command on the File menu can be clicked.
C) The date that is already in the Date box can be keyed.
D) All of these are correct.

Question 64

You are entering a payment code for a transaction in the Payment, Adjustments, and Comments section but cannot find the code in the Medisoft database. What action would you take to finish this assignment?

A) add the code to the database by pressing the F8 key
B) add the code to the database by clicking Procedure/Payment/Adjustment Codes on the Lists menu
C) use the default payment code and flag the entry for review
D) add the code to the database by pressing the F8 key or by clicking Procedure/Payment/Adjustment Codes on the Lists menu

Question 65

What does the entry in the Amount field of the Payments, Adjustments, and Comments section indicate?

A) the amount the patient owes
B) the amount the practice charges for a procedure
C) the amount of the payment received
D) the amount the insurance carrier owes

Question 66

What color is applied to payments in the Payments, Adjustments, and Comments section to indicate a partially applied payment?

A) red
B) pink
C) blue
D) white

Question 67

What color is applied to payments in the Payments, Adjustments, and Comments section to indicate an overapplied payment?

A) red
B) pink
C) blue
D) white

Question 68

What color is applied to payments in the Payments, Adjustments, and Comments section to indicate an unapplied payment?

A) red
B) pink
C) blue
D) white

Question 69

What is the first step in applying a payment to a patient's case in Medisoft?

A) determine the charge(s) to which the payment should be applied
B) check the entered payment for accuracy
C) click the Save Transactions button
D) click the Apply To Co-pay button in the Apply Payment to Charges dialog box

Question 70

Information about whether a procedure code requires a copayment can be found

A) in the Insurance tab of the Transaction Entry dialog box.
B) in the Patient tab of the Transaction Entry dialog box.
C) in the General tab of the Procedure/Payment/Adjustment dialog box.
D) in the Patient tab of the Procedure/Payment/Adjustment dialog box.

Question 71

A practice has received two payments, one for $137 from the payer and the other for $25 from the patient. What amount will appear in the Unapplied box if neither of these payments has been applied?

A) $25
B) $112
C) $137
D) $162

Question 72

The dialog box Print Report Where? allows the user to do what?

A) export the report to a file
B) preview the report on the screen
C) send the report directly to the printer
D) All of these are correct.

Question 73

Which of the following is another name for a walkout receipt?

A) encounter form
B) patient information form
C) walkout statement
D) patient statement

Question 74

Which of the following types of information from an encounter is included on a walkout receipt?

A) procedures
B) diagnosis
C) charges
D) All of these are correct.

Question 75

Which of the following is clicked in the Data Selection Questions window to send a report to its selected destination?

A) Cancel
B) OK
C) Print
D) Help

Question 76

Which button is used in the Transaction Entry dialog box to create walkout receipts?

A) Quick Receipt
B) Print Receipt
C) Print Claim
D) Quick Receipt or Print Receipt

Question 77

In what window are the data for the walkout receipt selected?

A) Print Report Where?
B) Date Selection Questions
C) Data Selection Questions
D) Open Report

Question 78

Which of the following buttons do you click to open the Data Selection Questions window once a printing choice is made?

A) OK
B) Print
C) Help
D) Start

Question 79

What data for a walkout receipt are selected in the Data Selection Questions window?

A) the Date From Range
B) the Chart Number
C) the Case
D) the Print Selection

Question 80

When is a walkout receipt given to the patient?

A) It is mailed to the patient at home.
B) when the patient arrives at the office
C) before the patient leaves the office
D) None of these is correct.