Question 1

What is the last step in the daily routine for managing patient transactions?
A)Document payments.
B)Document patient treatments.
C)Complete end of day procedures.
D)Post financial transactions.

Accepted Answer

The last step in the daily routine for managing patient transactions should be to complete end of day procedures, which can include tasks such as running reports, reconciling accounts, and preparing bank deposits. This ensures that all transactions for the day have been properly processed and accounted for before closing out the day. While documenting patient treatments, posting financial transactions, and documenting payments are all important steps in the daily routine, they may occur earlier in the day and do not necessarily need to be the last step.

Question 2

Fill in the blank:
 A/an _______ is created when a patient pays for treatment in advance.
A)account balance
B)balance adjustment
C)service charge
D)credit balance

Accepted Answer

A credit balance is created when a patient pays for treatment in advance and the amount paid is more than the total cost of the treatment. The excess amount is credited to the patient's account and can be used for future treatments or refunded to the patient. A balance adjustment is a change made to an account balance, which may be a credit or a debit adjustment. A service charge is a fee charged for a specific service, while an account balance refers to the total amount owed by or credited to a patient.

Question 3

All the following are components of the financial record,except:
A)patient information.
B)responsible party.
C)insurance coverage.
D)treatment plans and associated costs.

Accepted Answer

Treatment plans and associated costs are typically part of the clinical record, not the financial record.

Question 4

What is the purpose of a routing slip?
A)To inform the front desk where the patient record is located when it has been removed from the file
B)To provide the back office staff with information as to which treatment rooms are being used
C)To communicate treatment information between the treatment area and the business office
D)To inform the office manager when insurance claims have been sent to an insurance provider

Accepted Answer

The purpose of a routing slip is to communicate treatment information between the treatment area and the business office, allowing for accurate billing and documentation. It may include information such as the type of treatment performed, the provider who performed it, and any necessary follow-up appointments. Therefore, option C is the best choice. The other options are not related to the purpose of a routing slip.

Question 5

When transactions are posted in a computerized accounting system,the information is stored in the patient's database and is used to generate:
A)the patient's ledger.
B)the patient's billing statement.
C)the insurance claim.
D)all of the above.

Accepted Answer

When transactions are posted in a computerized accounting system, they are stored in the patient's database and can be used to generate the patient's ledger, billing statement, and insurance claim. Therefore, the correct choice is D, all of the above.

Question 6

Bookkeeping is the responsibility of the _______.
A)administrative dental assistant
B)dentist
C)accountant
D)office manager

Accepted Answer

The administrative dental assistant is typically responsible for bookkeeping tasks in a dental office, managing financial records and transactions.

Question 7

All the following components are part of the pegboard system,except the:
A)receipt.
B)ledger card.
C)accounts receivable report.
D)daily journal.

Accepted Answer

The accounts receivable report is not a component of the pegboard system, which typically includes a receipt, ledger card, and daily journal for recording financial transactions.

Question 8

Accounts payable can be defined as a:
A)system of recording all financial transactions.
B)system that records all financial transactions between a patient and the dental practice.
C)system that records all monies the dental practice owes others.
D)method used to verify and classify all transactions.

Accepted Answer

Accounts payable refers to the outstanding debts and financial obligations a dental practice has to pay other entities such as vendors, suppliers, and service providers. It is a system that records and tracks all monies owed by the dental practice to others. The other choices do not accurately define accounts payable.

Question 9

Which of the following should be kept to complete the audit report,if a one-write system is used?
A)The NCR deposit slip
B)The receipt
C)The charge slip
D)The patient's ledger card

Accepted Answer

The charge slip is a critical document in a one-write system as it records the services provided and the charges incurred, which are necessary for completing the audit report.

Question 10

Patients commonly pay their bills around their payday.If the patient usually is paid on the 1st of the month,when would be the best date for the office to send out bills?
A)Bills should be sent so they will arrive around the 10th of the month.
B)Bills should be sent so they will arrive around the 23rd of the month.
C)All bills should be mailed on the first day of the month.
D)Bills should be sent out bimonthly in alphabetic order.

Accepted Answer

If the patient is paid on the 1st of the month, it would be best for the office to send out bills around the 23rd of the month. This would give the patient enough time to receive the bill after payday and plan accordingly for payment. Sending bills on the 1st of the month may result in patients not having enough funds yet and delaying payment. Sending bills bimonthly in alphabetic order may not be efficient or convenient for all patients.

Question 11

Superbills are regularly used as routing slips.Routing slips must be kept from the sight of all unauthorized personnel.
A)The first statement is true;the second statement is false.
B)The first statement is false;the second statement is true.
C)Both statements are true.
D)Both statements are false.

Accepted Answer

The first statement is true, as superbills are commonly used as routing slips to move paperwork between different departments or medical professionals. The second statement is also true, as routing slips typically contain sensitive patient information and should only be visible to authorized personnel. It is important to maintain patient privacy and confidentiality, which can be achieved by keeping routing slips out of view from unauthorized individuals.

Question 12

Which of the following is not included in the billing statement?
A)Date of service
B)Patient's Social Security number
C)Patient identification
D)List of transactions

Accepted Answer

Patient's Social Security number is considered private and confidential information and should not be included on a billing statement to protect the patient's privacy and prevent identity theft.

Question 13

In a computerized system,which of the following alerts other members of the team that the patient has arrived?
A)Change the patient's status in the electronic scheduler to "in the office."
B)Ask the patient to update his/her health history at the computer kiosk.
C)Use the light intercom to announce the patient's arrival.
D)Queue the system to process the insurance claim.

Accepted Answer

Changing the patient's status in the electronic scheduler to "in the office" will notify all members of the team that the patient has arrived and is ready to be seen. This is a common feature in many practice management software programs. Options B and D do not serve the purpose of alerting the team, while option C may not be practical in every office setting.

Question 14

The administrative dental assistant should pull patients' clinical records,confirm appointments,and prepare the daily schedule _______.
A)a week in advance
B)the day before treatment
C)before patients arrive
D)as patients arrive

Accepted Answer

The administrative dental assistant should prepare the daily schedule the day before treatment, based on confirmed appointments and pulled clinical records. This allows for the smooth flow of patient appointments without any last-minute scheduling conflicts or confusion. Option A is too far in advance, and option C and D are too risky as it may cause delays or inaccuracies in the schedule.

Question 15

A "one-write system" is an example of a(n)__________ system.
A)computerized bookkeeping
B)manual bookkeeping
C)one-step accounts payable and receivable
D)automated billing

Accepted Answer

A "one-write system" typically involves using a manual journal or ledger, where each transaction is recorded once and copies are made automatically on subsequent pages. This is a form of manual bookkeeping.

Question 16

Fill in the blank: 
A(n)_______ system calculates the amount of money owed to the dental practice by accounting for charges and payments.
A)accounts payable
B)accounts receivable
C)pegboard
D)bookkeeping

Accepted Answer

An accounts receivable system is used to calculate the amount of money owed to a business or practice by its patients or clients. This system accounts for charges and payments, and allows the dental practice to track outstanding balances and follow up with patients for payment. The other options (accounts payable, pegboard, and bookkeeping) are not directly related to calculating money owed by patients to a business or practice.

Question 17

Knowledge of how to properly make entries and use receipts and superbills is required by the administrative dental assistant for use of which type of bookkeeping?
A)Accounts receivable
B)Computerized bookkeeping
C)Pegboard system
D)QuickBooks Accounting

Accepted Answer

The Pegboard system is a manual bookkeeping system that requires the use of receipts and superbills to record transactions and maintain accurate accounts receivable. Knowledge of how to properly make entries and use these documents is essential for the administrative dental assistant to effectively manage the practice's finances using this system. The other options (QuickBooks Accounting and computerized bookkeeping) both use software to automate many bookkeeping tasks, so while basic accounting knowledge is still required, the specific skills for using receipts and superbills are not as essential.

Question 18

What is the purpose of production reports?
A)Categorize the monies that patients and insurance companies owe the dental practice
B)Identify what types of procedures have been performed and by whom
C)Help to determine the financial health of the dental practice
D)Identify the cost it takes to operate a business

Accepted Answer

The purpose of production reports is to identify what types of procedures have been performed and by whom, allowing for analysis of the efficiency of the practice and identification of areas where improvements may be needed.

Question 19

Which of the following adjustments will raise the patient's balance?
A)Returned check
B)Disallowed insurance charge
C)Professional courtesies
D)Uncollectible fees

Accepted Answer

A returned check will raise the patient's balance because it indicates that a payment previously made to the account has been reversed due to the check not being honored by the bank. This effectively removes the payment from the patient's account, increasing the amount they owe.

Question 20

Match between columns
                        Premises: Produce routing slips.
Process payments.
Balance daysheet.
Complete insurance processing.
Prepare a daily schedule.
Review charts with office staff (mini-staff meeting).
Account for all transactions (audit report).
Fill the schedule,if needed,from the call list.
Process payments.
Pull and review patient's charts.

Accepted Answer

The Answer of Day of Appointment and Day Before and is...

Quiz 17: Bookkeeping Procedures: Accounts Receivable

What is the last step in the daily routine for managing patient transactions?

Fill in the blank: A/an _______ is created when a patient pays for treatment in advance.

All the following are components of the financial record,except:

What is the purpose of a routing slip?

When transactions are posted in a computerized accounting system,the information is stored in the patient's database and is used to generate:

Bookkeeping is the responsibility of the _______.

All the following components are part of the pegboard system,except the:

Accounts payable can be defined as a:

Which of the following should be kept to complete the audit report,if a one-write system is used?

Patients commonly pay their bills around their payday.If the patient usually is paid on the 1st of the month,when would be the best date for the office to send out bills?

Superbills are regularly used as routing slips.Routing slips must be kept from the sight of all unauthorized personnel.

Which of the following is not included in the billing statement?

In a computerized system,which of the following alerts other members of the team that the patient has arrived?

The administrative dental assistant should pull patients' clinical records,confirm appointments,and prepare the daily schedule _______.

A "one-write system" is an example of a(n) __________ system.

Fill in the blank: A(n) _______ system calculates the amount of money owed to the dental practice by accounting for charges and payments.

Knowledge of how to properly make entries and use receipts and superbills is required by the administrative dental assistant for use of which type of bookkeeping?

What is the purpose of production reports?

Which of the following adjustments will raise the patient's balance?

Match each task with the time frame in which it should be completed.