Computers in the Medical Office 6th Edition by Susan Sanderson

Exercise 1

The medical office has just received an ERA from East Ohio PPO (see Source Document 9). The total amount of the electronic funds transfer (EFT) is $450.60. This amount includes payments for a number of patients. Enter the insurance carrier payment, and apply it to the appropriate patients.
Date: October 4, 2010
1. Verify that the entry in the Deposit Date box in the Deposit List dialog box is 10/4/2010.
2. Click the New button. Click No in response to the message that is displayed about changing the date because it is in the future. Click the New button again. The Deposit dialog box is displayed. Verify that the Deposit Date is 10/4/2010.
3. Select Insurance in the Payor Type box.
4. Select Electronic in the Payment Method box. Press Tab twice.
5. Enter the ERA ID number, 00146972, in the Description/Bank No. box.
6. Enter 450.60 in the Payment Amount box, and press Tab.
7. Accept the default entry in the Deposit Code box.
8. Select 13-East Ohio PPO in the Insurance box. Medisoft automatically completes the Payment, Adjustment, Withhold, Deductible, and Take Back Code boxes.
9. Click the Save button.
10. The payment entry appears in the Deposit List dialog box.
11. Now apply the payment to the specific transaction charges.
12. With the East Ohio PPO line highlighted, click the Apply button. The Apply Payment/Adjustments to Charges dialog box is displayed.
13. Key A in the For box, and press Tab to select Susan Arlen.
14. Locate the charge for procedure code 99212 on 09/6/2010. Key the amount of the payment, 28.60, in the Payment box, and press Tab. Notice that Medisoft automatically checks the Complete box, since Susan Arlen has only one insurance carrier (there is no payment forthcoming from any other carrier, so the charge is complete). Tab through to the end of the line to view the adjustment amount and the new remainder amount.
15. Click the Save Payments/Adjustments button, and then click the OK button when the Information box appears, reporting that the claim has been marked "done." The data for Susan Arlen that were visible in the Apply Payment/Adjustments to Charges dialog box are cleared, and the dialog box is ready for the next payment or adjustment. Notice also that the amount listed in the Unapplied column for East Ohio PPO has been reduced by the amount of the Arlen payment.
16. Now enter the payment for the next patient listed on the ERA, Herbert Bell.
17. Key BE in the For box, and press Tab to select Herbert Bell.
18. Enter the payment of 12.40 in the Payment box for the 99211 charge on 09/6/2010. Tab to the end of the line.
19. Click the Save Payments/Adjustments button, and then click the OK button.
20. Key BELLSAM in the For box, and press Tab to select Samuel Bell.
21. Enter the payment of 28.60 in the Payment box for the 99212 charge on 09/6/2010. Tab to the end of the line.
22. Click the Save Payments/Adjustments button, and then click the OK button.
23. Continue to apply the insurance payments for Janine Bell, Jonathan Bell, and Sarina Bell using the information on Source Document 9. Click the Save Payments/Adjustments button after you complete the payment entries for each patient. When you have applied all the payments, the amount in the Unapplied box for the East Ohio PPO payment should be 0.00.
24. Close the Apply Payment/Adjustments to Charges dialog box.