Deck 8: Creating Reports

Question 1

Via the ____________, Medisoft offers several options for creating reports.

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

Answer 1

Reports menu

Question 2

Which of the following options for creating reports is/are offered in Medisoft?

A) Custom reports
B) Standard reports
C) Medisoft reports
D) All of these are correct.

Answer 2

All of these are correct.

Question 3

When a report is selected, which of the following options does not appear in the Print Report Where? dialog box?

A) Export the report to a file
B) Preview the report on the screen
C) Transmit the report to an insurance carrier
D) Print the report on the printer

Answer 3

Transmit the report to an insurance carrier

Question 4

Which of the following features is/are controlled by the buttons on the Print Preview toolbar?

A) how a report is displayed on the screen
B) how to move from page to page within a report
C) how to e-mail a report
D) how a report is displayed on the screen and how to move from page to page within a report

Question 5

The Window Display buttons on the Print Preview toolbar offer which of the following choices?

A) percentage
B) whole page
C) page width
D) All of these are correct.

Question 6

What is the purpose of the four triangle buttons on the Print Preview toolbar?

A) they are used to move through pages of a multipage report.
B) they change the size of the display of the report.
C) they make locating specific information in a report easier.
D) they set the criteria to be displayed in a report.

Question 7

What type(s) of reports is/are among the basic reports used by a medical office?

A) Practice analysis reports
B) Patient ledgers
C) Day sheets
D) All of these are correct.

Question 8

What is the advantage offered by the Window Display buttons on the Print Preview toolbar?

A) They are used to move through pages of a multipage report.
B) They make locating specific information in a report easier.
C) They set the criteria to be displayed in a report.
D) They change the size of the display of the report.

Question 9

What does a dimmed triangle button on the Print Preview toolbar mean?

A) There are no more pages in the direction indicated by the triangle.
B) There are no more pages in the report.
C) There are more pages in the direction indicated by the triangle.
D) There is only one page in the report.

Question 10

What does a bright blue triangle button on the Print Preview toolbar mean?

A) There are no more pages in the direction indicated by the triangle.
B) There are no more pages in the report.
C) There are more pages in the direction indicated by the triangle.
D) There is only one page in the report.

Question 11

What is used to perform a case-sensitive text search in a report?

A) the Print button
B) the Search Data button
C) the Window Display buttons
D) the four triangle buttons

Question 12

What dialog box is displayed once a selection is made in the Print Report Where? dialog box and the Start button is clicked?

A) the Search dialog box
B) the Find dialog box
C) the Preview Report dialog box
D) the Display dialog box

Question 13

Which of the following features in the Search dialog box determines what data are included in the report?

A) filters
B) selection boxes
C) command options
D) format buttons

Question 14

What happens when the Lookup button in the Search dialog box is clicked?

A) The drop-down list is displayed.
B) The data to be filtered are displayed.
C) The Lookup dialog box is displayed.
D) The Search feature is opened.

Question 15

Which of the following is a method of selecting a date in Medisoft?

A) by selecting the date using the pop-up calendar
B) by using the keyboard to enter the number and slashes for a date
C) by using the Find Date feature
D) by selecting the date using the pop-up calendar or using the keyboard to enter the number and slashes for a date

Question 16

You need to use the Search dialog box to produce a report for a specific patient in Medisoft. Which of the following is an effective method of finding the patient?

A) enter the patient's name in both of the Chart Number boxes in the Search dialog box
B) enter the patient's name in the first Chart Number box in the Search dialog box
C) enter the patient's chart number in both of the Chart Number boxes in the Search dialog box
D) enter the patient's chart number in the first Chart Number box in the Search dialog box

Question 17

What is displayed in the Lookup dialog box?

A) a full list of choices from the database for that field
B) a drop-down list of choices from the database for that field
C) a selection of choices from the database for that field
D) None of these are correct.

Question 18

Which of the following is the method used for making selections in the Search dialog box?

A) varies from report to report
B) does not change from report to report
C) changes based on the type of report
D) None of these are correct.

Question 19

What do the Date From entries in the Search dialog box refer to?

A) the date the patient joined the practice
B) the date the procedures were entered in Medisoft
C) the actual dates of the transactions
D) the actual date the insurance payment was received

Question 20

What time period does a day sheet cover?

A) an eight-hour office day
B) a ten-hour office day
C) a twenty-four-hour period
D) None of these are correct.

Question 21

Which type of report lists the amount of money owed to the practice organized by the amount of time the money has been owed?

A) patient aging report
B) insurance aging report
C) aging report
D) All of these are correct.

Question 22

What type of report shows how long a payer has taken to respond to each claim?

A) patient aging report
B) insurance aging report
C) aging report
D) provider aging report

Question 23

What type of report lists a patient's balance by age, date and amount of the last payment, and telephone number?

A) patient aging report
B) insurance aging report
C) aging report
D) provider aging report

Question 24

What type of report is used to compare the response time with the terms of the contract the practice has with the payer?

A) patient aging report
B) insurance aging report
C) aging report
D) provider aging report

Question 25

You are working at a practice and have been asked to prepare a report that lists the amount of a patient's last payment. Which of the following reports should you produce?

A) aging report
B) patient aging report
C) insurance aging report
D) provider aging report

Question 26

You are working at a practice and have been asked to prepare a report that can be used to identify a payer that is taking too long to pay on claims. Which of the following reports should you produce?

A) aging report
B) patient aging report
C) insurance aging report
D) provider aging report

Question 27

You are working at a practice and have been asked to prepare a report that shows how much money has been owed to the practice for more than 90 days. Which of the following reports should you produce?

A) aging report
B) patient aging report
C) insurance aging report
D) provider aging report

Question 28

Which of the following is a likely first course of action if a payer is routinely responding to claims later than the claim turnaround time specified in the contract?

A) The practice manager contacts the payer to inform it that the contract will be terminated.
B) The practice manager contacts the payer to inform it that the practice will be pursuing litigation.
C) The practice manager reviews the situation with the payer's customer service manager and asks the payer to adhere to its guidelines.
D) None of these are correct.

Question 29

Which of the following is not a type of day sheet report offered in Medisoft?

A) Provider day sheets
B) Patient day sheets
C) Payment day sheets
D) Procedure day sheets

Question 30

Which of the following categories on a patient day sheet report may not be filtered?

A) Date
B) Attending provider
C) Dollar amount
D) Billing code

Question 31

What type of day sheet lists all payments received on a particular day, organized by provider?

A) provider day sheet
B) payment day sheet
C) procedure day sheet
D) patient day sheet

Question 32

What type of day sheet is a summary of the patient activity on that day?

A) provider day sheet
B) payment day sheet
C) procedure day sheet
D) patient day sheet

Question 33

What type of day sheet lists all procedures performed on a particular day and gives the dates, patients, document numbers, places of service, debits, and credits relating to them?

A) provider day sheet
B) payment day sheet
C) procedure day sheet
D) patient day sheet

Question 34

Procedures are listed in ____________ on a procedure day sheet report.

A) ascending order by dollar amount
B) alphabetical order
C) descending order by dollar amount
D) numerical order

Question 35

How are payment day sheets organized?

A) by provider
B) by patient
C) by procedure
D) by payment

Question 36

The information on a patient day sheet is grouped by patient and displayed in alphabetical order by _______________.

A) last name
B) first name
C) chart number
D) guarantor name

Question 37

You have been asked to create a report that the office manager can use to review the payments attributed to a provider for a certain day. What type of report would you create?

A) provider day sheet
B) payment day sheet
C) procedure day sheet
D) patient day sheet

Question 38

You have been asked to create a report that the office manager can use to review the places of service for the service provided for a certain day. What type of report would you create?

A) provider day sheet
B) payment day sheet
C) procedure day sheet
D) patient day sheet

Question 39

You have been asked to create a report that the office manager can use to review the adjustments made to a patient's account for a certain day. What type of report would you create?

A) provider day sheet
B) payment day sheet
C) procedure day sheet
D) patient day sheet

Question 40

How many types of day sheet reports are there in Medisoft?

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

Question 41

On which of the following menus can the options to view or print a day sheet be found in Medisoft?

A) reports menu
B) file menu
C) activities menu
D) edit menu

Question 42

Which of the following options exist for day sheets within the Day Sheets submenu?

A) to view the day sheets
B) to print the day sheets
C) to e-mail the day sheets
D) to view or print the day sheets

Question 43

What type of information is included on a patient day sheet?

A) a summary of a practice's charges, payments, and adjustments
B) procedures performed for a particular patient or group of patients
C) charges, receipts, adjustments, and balances for a particular patient or group of patients
D) All of these are correct.

Question 44

What type of information is NOT found on a procedure day sheet?

A) adjustments for a particular patient
B) debits relating to procedures
C) the dates that procedures took place
D) the place of service for procedures

Question 45

What type of information is found on a payment day sheet?

A) adjustments for a particular patient
B) all payments received on a particular day
C) credits relating to procedures
D) a summary of a practice's charges, payments, and adjustments

Question 46

You have been asked to print a payment day sheet. Which method would you use to print the report in Medisoft?

A) click Payment Day Sheet and then Day Sheets on the Reports menu
B) click Payment Day Sheet and then Day Sheets on the Activities menu
C) click Day Sheets and then Payment Day Sheet on the Reports menu
D) click Day Sheets and then Payment Day Sheet on the Activities menu

Question 47

What are standard reports that provide information about practice finances known as?

A) Analysis reports
B) Financial reports
C) Custom reports
D) Practice reports

Question 48

Which of the following methods can be used to indicate that the payer has made a complete payment for that transaction?

A) placing an arrow next to a chart number
B) placing an asterisk next to a chart number
C) placing a bullet next to a chart number
D) placing a check mark next to a chart number

Question 49

Total charges, payments, adjustments, and ____________ are listed in the Practice Totals section of a practice analysis report.

A) write-offs
B) take backs
C) procedures
D) accounts receivable

Question 50

What type of Medisoft report analyzes the revenue of a practice for a specified period of time?

A) insurance analysis
B) unapplied deposit
C) practice analysis
D) copayment

Question 51

What type of Medisoft report tracks charges, insurance payments received during a specified period, and copayments applied to accounts that include those procedures?

A) insurance analysis
B) unapplied deposit
C) practice analysis
D) copayment

Question 52

What type of Medisoft report lists payments or adjustments that have not been fully applied?

A) unapplied payment/adjustment
B) unapplied deposit
C) practice analysis
D) outstanding co-payment

Question 53

What type of Medisoft report tracks the source of referrals that are not from other medical offices or providers, such as referrals from established patients?

A) referring provider
B) referral source
C) unapplied payment/adjustment
D) reference

Question 54

What type of Medisoft report lists the percentage of total income that was generated by referring providers?

A) referring provider report
B) referral source report
C) unapplied payment/adjustment report
D) reference

Question 55

What type of Medisoft report would you use to track the source of referrals from established patients?

A) unapplied payment/adjustment report
B) referral source report
C) unapplied deposit report
D) referring provider report

Question 56

What type of Medisoft report would you use to examine deposits that need to be applied to patient accounts?

A) unapplied payment/adjustment report
B) referral source report
C) unapplied deposit report
D) referring provider report

Question 57

What type of Medisoft report would you use to determine the origins of revenue derived from providers who have referred patients to your practice?

A) unapplied payment/adjustment report
B) referral source report
C) unapplied deposit report
D) referring provider report

Question 58

What type of Medisoft report would you use to examine the outstanding adjustments that need to be applied to patient accounts?

A) unapplied payment/adjustment report
B) referral source report
C) unapplied deposit report
D) referring provider report

Question 59

What type of Medisoft report would you use to analyze your practice's revenue for the previous month?

A) co-payment report
B) outstanding co-payment report
C) insurance analysis report
D) practice analysis report

Question 60

What type of Medisoft report would you use to examine the amounts of applied copayments?

A) co-payment report
B) outstanding co-payment report
C) insurance analysis report
D) practice analysis report

Question 61

What type of Medisoft report would you use to examine the amounts of expected copayments?

A) co-payment report
B) outstanding co-payment report
C) insurance analysis report
D) practice analysis report

Question 62

What type of Medisoft report would you use to review payments received from an insurance carrier for the end of month?

A) co-payment report
B) outstanding co-payment report
C) insurance analysis report
D) practice analysis report

Question 63

What report can be used by practices to determine whether billing charges can be applied to a patient account?

A) billing/payment status report
B) practice analysis report
C) insurance analysis report
D) unapplied payment/adjustment report

Question 64

What lists the financial activity in each patient's account, including charges, payments, and adjustments?

A) patient log
B) patient statement
C) patient ledger
D) patient account file

Question 65

In creating a patient ledger report in Medisoft, the user can select from which of the following options?

A) patient reference balances
B) chart numbers
C) attending providers
D) All of these are correct.

Question 66

What button is clicked on the Reports Menu to create a patient ledger report?

A) Patient Statements
B) Patient Ledger
C) Day Sheets
D) Analysis Reports

Question 67

In which of the following circumstances is the information in a patient ledger useful?

A) There is a question about a patient's account.
B) There is a question about the practice's outstanding charges.
C) There is a question about a referral.
D) All of these are correct.

Question 68

Charges, payments, and adjustments are all examples of the ____________ of a patient's account.

A) provider details
B) referral details
C) transaction details
D) patient details

Question 69

When there is a question about an adjustment on a patient's account, what report should be used?

A) patient statement
B) patient ledger
C) patient log
D) patient account file

Question 70

What submenu on the Reports menu is used to access Medisoft's reports for identifying patients by diagnosis or insurance carrier?

A) Report Lists
B) Standard Patient Lists
C) Patient Lists
D) Standard Report Lists

Question 71

What report lists diagnosis code, chart number, patient name, age, attending provider, facility, and date of last visit?

A) Patient by Procedure report
B) Patient by Insurance Carrier report
C) Patient by Provider report
D) Patient by Diagnosis report

Question 72

What report lists patients sorted by provider or facility, and then by their insurance carrier?

A) Patient by Procedure report
B) Patient by Insurance Carrier report
C) Patient by Provider report
D) Patient by Diagnosis report

Question 73

You have been asked to prepare a report that displays the patients who visited a facility owned by your practice. What type of report would you use?

A) Patient by Provider report
B) Patient by Diagnosis report
C) Patient by Insurance Carrier report
D) Patient by Physician report

Question 74

You have been asked to prepare a report that lists the date of last visit to the practice by a group of patients. What type of report would you use?

A) Patient by Provider report
B) Patient by Diagnosis report
C) Patient by Insurance Carrier report
D) Patient by Physician report

Question 75

You have been asked to prepare a report that lists a group of patients who were seen by a particular attending provider. What type of report would you use?

A) Patient by Provider report
B) Patient by Diagnosis report
C) Patient by Insurance Carrier report
D) Patient by Physician report

Question 76

What Medisoft report(s) can be accessed via the Standard Patient Lists submenu on the Reports menu?

A) the Patient by Diagnosis report
B) the Patient by Insurance Carrier report
C) the Patient by Provider report
D) the Patient by Diagnosis report and the Patient by Insurance Carrier report

Question 77

What section of the Medisoft Reports window displays the reports directory and the subfolders in the directory?

A) all folders
B) aging power pack
C) contents of all folders
D) data analysis

Question 78

Which of the following choices is included in the Medisoft Reports menus?

A) View
B) File
C) Help
D) All of these are correct.

Question 79

Which of the following features is not present on the Medisoft Reports Help menu?

A) viewing help contents
B) navigating to Medisoft's website
C) viewing the previous version of Medisoft Reports
D) viewing the Medisoft Reports file location and path

Question 80

What does the Medisoft Reports window have?

A) its own toolbar
B) its own menu bar
C) its own search area
D) All of these are correct.