Training Outline for The DME Office
Training for any edition of The Medical Office Suite is designed
to ensure that your system is operational in the shortest time
possible.
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Level
- Setup & Data Entry |
Getting Started
- Elements of the Main Screen, including Title Bar, Menus &
Toolbars
- Controls and Navigation
System File
- Setting up system information (company, security, EDI &
preferences)
Provider File
- Provider File Windows & Data Pages
- Updating & Modifying Provider information
- Add new providers
- Switching between providers (multi)
Data Lists (Menu) & Codes
- Description of each Data List
- Access & Update Data List information
- Sorting files and Locate/Seek for records
- Adding new entries to Data Lists
- Warehouse, Category, Products, Kit & Receive Codes
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Level
2 - Patient & Inventory Control |
Patient Registration Process
- Patient File Windows & Data Pages
- Sorting files and Locate/Seek for records
- Accessing Tabs/Pages (E.g. - Index Tab, Insurance Tab)
- Add new Patient
- Access & Update Patient information
- Recalls
Inventory File
- Inventory Maintenance
- Add new parts from vendors
- Updating Quantity
- Serialized Tracking
- Rental Tracking
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Level
3 - Orders & Claims Processing |
Order Processing
- Order Windows & Data Pages
- Creating new order's
- Sale vs. Rental
- Delivery & Pick-up Tickets
- Order Auto Claims
Certificate of Medical Necessity Processing (Order Level)
- CMN General Window and Data Pages
- CMN Oxygen Window and Data Pages
- Add & Select new CMNs
HCFA 1500 Insurance Claim Processing
- Review HCFA 1500 claim entry
- HCFA 1500 Claim Windows and Data Pages
- HCFA 1500 Claim Transaction Entry
- Claim Status (Hold, Bill to and Last Bill Date)
- EDI Format
- Charge Entry/Charge Groups
- Capped Rental Equipment claim entry
- Co-Payments
- HCFA Batch/Individual Printing
Certificate of Medical Necessity Processing (Claim Level)
- CMN General Window and Data Pages
- CMN Oxygen Window and Data Pages
- Add & Select new CMNs
Recurring Claims
- Set-up Duplicate claims
- Generate Recurring claims
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Level
4 - Payments & Patient Billing |
Posting Payments
- Single - posted directly to claim
- Batch - Payment Register
- Automatic - Medicare Electronic Remittance Notices (if
applicable)
- Additional Payments - Adjustments, Refunds, etc.
Patient Invoices
- Generate & print individual & batch
- Updating Claim Status
Patient Statements
- Generate & print individual & batch
- Why Statements show up
- Process of billing Patients with The Medical Office
Reports
- Inventory
- Orders
- CMNs
- Excel Spreadsheets
- Referral Thank You letter
- 10th Month Option letter
Electronic Billing (if applicable)
- Setup of Claims - (Off Hold, Bill to = 1 and EDI Format)
- Create Electronic Claim Files
- Transmit Electronic Claim Files
- Retrieve Reports (Claim Status, Rejects and ERN's)
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