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Training Outline for The Medical Office

Training for any edition of The Medical Office Suite is designed to ensure that your system is operational in the shortest time possible.

  Level 1 - 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
  Level 2 - Patient Registration & Scheduling
 
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
Appointment Scheduler
  • Scheduler Windows & Data Pages
  • Navigational Toolbar
  • Add new appointment
  • Visit Codes
  • Encounter Form/Visit Form/Super bill generation (individual & batch)
  • Adding 'New Patients' as Appointments
  • Generate Daily Schedule
  Level 3 - Claims Processing
 
HCFA 1500 Insurance Claim Processing
  • 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
  • Co-Payments
  • Recalls
UB92 Insurance Claim Processing
  • UB 92 Claim Windows and Data Pages
  • UB 92 Claim Transaction Entry
  • Claim Status (Hold, Bill to and Last Bill Date)
  • EDI Format
  • Charge Entry/Charge Groups
  • Co-Payments
  • Recalls
Medical Billing - Hardcopy Printing
  • HCFA/UB92 Individual Printing
  • HCFA/UB92 Batch Printing
  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
  Level 5 - Reports & EDI
 
Reports
  • Options - Difference in Dates and Selection
  • File Listings
  • A/R & Aging
  • Financial
  • Print individual reports from Patient and Claim File
  • Recall Reporting
  • Additional Reports - Daily, Monthly and YTD
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)