Deck 3: Entering Patient Information

Question 1

Which of these is accessed through the Patient List dialog box?

A) transaction information
B) provider information
C) patient information
D) research information

Answer 1

patient information

Question 2

Into how many sections is the Patient List dialog box divided?

A) two sections
B) three sections
C) four sections
D) five sections

Answer 2

two sections

Question 3

Which button appears on the upper-right side of the Patient List dialog box?

A) the Patient radio button
B) the Case radio button
C) the Edit radio button
D) the Patient radio button and the Case radio button

Answer 3

the Patient radio button and the Case radio button

Question 4

Depending on ____________, the command buttons at the bottom of the Patient List dialog box will vary.

A) where the arrow is on the screen
B) which side of the window is active
C) which patient is highlighted
D) None of these are correct; they do not vary.

Question 5

Explain how information in the Patient window is displayed to help the user.

A) It is color-coded to provide additional information.
B) It is black and white to provide clarity.
C) It is all green to eliminate confusion.
D) It is all blue to eliminate confusion.

Question 6

Which of the following data fields cannot be found in the Patient window?

A) Billing Code
B) Chart Number
C) Social Security Number
D) Procedure Code

Question 7

Choose the method you would use to open a patient case as quickly as possible.

A) highlight the patient's name and left-click
B) type the patient's name into the search field and select his/her case
C) double-click on the line associated with a case
D) right-click on the line associated with a case

Question 8

What is displayed on the right side of the Patient List dialog box?

A) information about cases
B) information about insurance carriers
C) information about patients
D) information about transactions

Question 9

What is displayed on the left side of the Patient List dialog box?

A) information about cases
B) information about insurance carriers
C) information about patients
D) information about transactions

Question 10

What happens if you double-click on a patient line?

A) The patient file is closed.
B) The patient file is opened.
C) The patient file is deleted.
D) The patient file is updated.

Question 11

What part of the Patient List dialog box becomes active when the Patient radio button is clicked?

A) the left side
B) the right side
C) the top part
D) the bottom part

Question 12

What part of the Patient List dialog box becomes active when the Case radio button is clicked?

A) the left side
B) the right side
C) the top part
D) the bottom part

Question 13

You need to view some additional patient information that does not initially display in the Patient window. Determine how to view the information.

A) resize the Patient area of the dialog box
B) use the scroll bar to move over to the information
C) maximize the dialog box
D) All of these are correct.

Question 14

What is the purpose of resizing the Patient area of the Patient List dialog box?

A) It allows the user to access the New Patient button.
B) It allows the user to access the Edit Patient button.
C) It allows the user to view more patient information.
D) All of these are correct.

Question 15

What button is clicked on the Lists menu to display the Patient List dialog box?

A) Patient Recall
B) Patients/Guarantors and Cases
C) Patient Entry Template
D) Patient Treatment Plans

Question 16

How can the Patient List dialog box be displayed?

A) by clicking the corresponding shortcut button on the toolbar
B) by selecting Patients/Guarantors and Cases from the Lists menu
C) by clicking the Patient radio button
D) by selecting Patients/Guarantors and Cases from the Lists menu or by clicking the corresponding shortcut button on the toolbar

Question 17

Name the two radio buttons on the upper-right side of the Patient List dialog box.

A) Patient and Case
B) Provider and Case
C) Patient and Provider
D) Case and Guarantor

Question 18

Which of the following is not an acceptable chart number in Medisoft?

A) SANDRO.Ø
B) ALLISM1Ø
C) SMITHHUØ
D) GREENHAØ

Question 19

Which of the following is the correct chart number for Daniel Ho?

A) HODANIEØ
B) HOXXXDAØ
C) HO___DAØ
D) DANIEHOØ

Question 20

What type of patient has been seen by a provider in the practice in the same specialty within three years?

A) new patient
B) old patient
C) established patient
D) referral patient

Question 21

Which of the following tabs is not contained within the Patient/Guarantor dialog box?

A) Edit Information tab
B) Name, Address tab
C) Other Information tab
D) Payment Plan tab

Question 22

Where is the Save button located in the Patient/Guarantor dialog box?

A) at the top
B) on the right side
C) on the left side
D) at the bottom

Question 23

Which of the following can be used in a chart number?

A) hyphens
B) periods
C) letters
D) spaces

Question 24

In Medisoft, the first five letters of a patient's ____________ match the first five characters of his/her chart number.

A) last name
B) first name
C) guarantor's name
D) None of these are correct.

Question 25

What character always comes last in a chart number?

A) capital letter
B) letter
C) zero
D) symbol

Question 26

What term refers to an individual who may not be a patient of the practice but who is financially responsible for a patient account?

A) parent
B) supervisor
C) provider
D) guarantor

Question 27

What feature must be used to enter the patient's employer if it does not appear on the Employer drop-down list in the Other Information tab?

A) Edit feature
B) Address feature
C) Employer feature
D) Code feature

Question 28

In which tab is a patient's assigned provider designated?

A) Name, Address
B) Other Information
C) Provider
D) Account

Question 29

Whether the patient ____________ is indicated in the Status field in the Other Information tab of the Patient/Guarantor dialog box.

A) has insurance coverage
B) is employed or in school
C) is current with payments owed
D) is currently a patient of the practice

Question 30

Codes assigned to employers in the Address dialog cannot be over ____________ characters in length.

A) four
B) five
C) six
D) ten

Question 31

The designation of an individual as a patient or guarantor is made in which field in the Patient/Guarantor dialog box?

A) Patient ID #2
B) Type
C) Patient Indicator
D) Status

Question 32

You are working in a practice and a patient arrives for an appointment on February 9, 2018; the patient last visited the practice on May 15, 2015, and is scheduled to see the same physician. Determine what you should be doing with this patient upon arrival.

A) Have the patient complete many forms before what will technically be considered an encounter with the provider as a new patient.
B) Review and update the information that is on file if necessary as this patient is an established patient.
C) The patient may see the physician without any type of review of his/her information.
D) None of these are correct.

Question 33

What color is assigned to a Medicaid patient in Medisoft in the example in Figure 4-4?

A) red
B) green
C) blue
D) purple

Question 34

What color is assigned to a patient enrolled in Blue Cross/Blue Shield in Medisoft in the example in Figure 4-4?

A) red
B) green
C) blue
D) purple

Question 35

You are working in a practice and have to assign a Medisoft chart number to a new patient named Javier Gomez. What is the correct chart number?

A) JAVIGOØ
B) JAVIEGOØ
C) GOMEZJAØ
D) GOMEZJØ

Question 36

You are working in a practice and have to assign a Medisoft chart number to a new patient named Michael Bolton. What is the correct chart number?

A) BOLTOMIØ
B) BOLTMICØ
C) BOLTONMØ
D) BOLTONMIØ

Question 37

Examine the following and determine which patient's chart number could be WILLIJOØ.

A) Joanne Willard
B) Jane Williams
C) John Williams
D) John Wilson

Question 38

Examine the following and determine which patient's chart number could be JOHNSMAØ.

A) Mary Johnson
B) Mark Johnson
C) Martin John
D) Mary Johnson or Mark Johnson

Question 39

How many characters are in a Medisoft chart number?

A) five
B) seven
C) eight
D) ten

Question 40

Identify a situation in which two patients' chart number may be the same in Medisoft.

A) Two patients have the same name.
B) Two patients have the same last name and the same first two letters of their first name.
C) Two patients are related, under the same insurance policy, and have the same name.
D) None of these are correct.

Question 41

Identify a situation in which the Copy Address button in the Patient/Guarantor dialog box would be used.

A) A new patient joins the practice and lives on the same street as an established patient.
B) A child of an established patient living at the same address joins the practice.
C) A new patient with the same name as an established patient joins the practice.
D) All of these are correct.

Question 42

How can you view a list of a patient's scheduled appointments in Medisoft?

A) click the Appointments button in the Patient/Guarantor dialog box
B) click the Set Default button in the Patient/Guarantor dialog box
C) click on the Name, Address tab in the Patient/Guarantor dialog box
D) click on the Other Information tab in the Patient/Guarantor dialog box

Question 43

What tab in the Patient/Guarantor dialog box is used to record the method developed to pay down a patient's remaining overdue balance?

A) Name, Address tab
B) Other Information tab
C) Payment Plan tab
D) All of these are correct.

Question 44

What tab in the Patient/Guarantor dialog box contains basic patient information?

A) Name, Address tab
B) Other Information tab
C) Payment Plan tab
D) All of these are correct.

Question 45

What tab in the Patient/Guarantor dialog box contains information about a patient's employment?

A) Name, Address tab
B) Other Information tab
C) Payment Plan tab
D) All of these are correct.

Question 46

Explain why a guarantor's information needs to be entered in Medisoft if the guarantor is not a patient of the practice.

A) in order to process insurance claims
B) in order to provide a family's medical history for a patient
C) in order to record the patient's treatments and procedures
D) All of these are correct.

Question 47

Why is it necessary to have the Signature on File check box completed?

A) The provider's signature is on file for the purpose of submitting insurance claims.
B) The patient's signature is on file for the purpose of submitting insurance claims.
C) The payer's signature is on file for the purpose of submitting insurance claims.
D) All of these are correct.

Question 48

Which of the following fields is/are completed using the MMDDCCYY format?

A) the Retirement Date box of the Other Information tab
B) the Birth Date box of the Name, Address tab
C) the Patient Billing Code field of the Other Information tab
D) the Retirement Date box of the Other Information tab and the Birth Date box of the Name, Address tab

Question 49

What button serves as a shortcut for entering data in Medisoft?

A) Ctrl key
B) Help button
C) F8 function key
D) F10 function key

Question 50

What dialog box is used to enter employer information in Medisoft?

A) the Patient List dialog box
B) the Address dialog box
C) the Patient/Guarantor dialog box
D) the Address List dialog box

Question 51

What selections may be made from the Type drop-down list in the Address dialog box?

A) Referral Source
B) Employer
C) Attorney
D) All of these are correct.

Question 52

Which of the following could be a valid code for an employer in Medisoft?

A) ECA12
B) EFHE00
C) GAT20
D) E01AH1

Question 53

Which of the following could not be a valid code for an employer in Medisoft?

A) EAC01
B) EBE30
C) ECC321
D) EOHA1

Question 54

Name the letter with which employer codes should begin.

A) B
B) E
C) J
D) A

Question 55

Identify a person who may be put in the Contact box of the Address dialog box.

A) an individual at the place of employment
B) an alternate family member or friend the patient authorizes to talk about his/her account
C) the guarantor for the patient account
D) the primary referring physician for the patient

Question 56

Explain when information on the patient information form must be entered into the Medisoft patient/guarantor database.

A) before the patient arrives for the visit
B) before insurance claims can be submitted
C) before the physician sees the patient
D) None of these are correct.

Question 57

How many options does Medisoft provide for conducting searches?

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

Question 58

Which of the following features does Medisoft provide for conducting searches?

A) Search for and Field box
B) Quick Entry button
C) Locate buttons
D) Search for and Field box and Locate buttons

Question 59

Information is resorted by the ____________ when a selection is made in the Field box.

A) selected criteria
B) date
C) number
D) time

Question 60

In which of the following Medisoft dialog boxes may the Search for and Field feature be used?

A) Diagnosis Code List
B) Insurance Carrier List
C) Address List
D) All of these are correct.

Question 61

The Patient list can be restored to its default setting by ____________.

A) clicking the Restore button
B) typing "Restore" in the Search for box
C) deleting the entry in the Search for box
D) All of these are correct.

Question 62

When a Locate button is clicked, what is displayed?

A) Locate Patient dialog box
B) Search for box
C) Find box
D) Field box

Question 63

What information can be entered in the Field Value box at the top of the Locate Patient dialog box?

A) the birth date
B) the payment date or amount
C) the assigned provider
D) All of these are correct.

Question 64

You are working at a medical practice and need to enter a new patient into the Medisoft system. What should you do before entering the patient?

A) make sure that the patient you are entering is the guarantor
B) search the database to be certain that the patient does not already exist there
C) contact the patient and verify the information
D) make sure that the patient you are entering is the guarantor and search the database to be certain that the patient does not already exist there

Question 65

Explain how the entry in the Field box functions.

A) It clears the database for searching.
B) It contains the text that is to be searched on.
C) It controls how the list is sorted.
D) None of these are correct.

Question 66

Explain how the entry in the Search for box functions.

A) It clears the database for searching.
B) It contains the text that is to be searched on.
C) It controls how the list is sorted.
D) None of these are correct.

Question 67

It is important to search the Medisoft database to be certain that the patient does not already exist

A) before information on a patient is entered into the system.
B) after information on a patient is entered into the system.
C) before submitting a claim.
D) before information on a patient is entered into the system and before submitting a claim.

Question 68

If the letter M is entered in the Search for field and the Field box is set to Chart Number, which of the following patients could still be listed?

A) Mark Butala
B) Miguel Sanchez
C) Alan Mitchell
D) Claire Alem

Question 69

What does the Search field automatically filter out as each letter or number is entered?

A) records that do not match
B) records that match
C) all records
D) None of these are correct.

Question 70

How are entries in the List window listed if Social Security Number is selected in the Field box?

A) in numerical order by Social Security number, from lowest to highest
B) in numerical order by Social Security number, from highest to lowest
C) in alphabetical order by name, from A to Z
D) in alphabetical order by name, from Z to A

Question 71

Identify the field that should be used in the Locate Patient dialog box if the user is unsure of the correct spelling or entry at the end of the word.

A) Case-Sensitive
B) Exact Match
C) Partial Match at Beginning
D) Partial Match Anywhere

Question 72

You are using a partially illegible patient information form to try to find a patient and can only make out four letters in the middle of a long last name. Determine what field you should use in the Locate Patient dialog box to try to find the patient in Medisoft.

A) Case-Sensitive
B) Exact Match
C) Partial Match at Beginning
D) Partial Match Anywhere

Question 73

What type of information may be entered in the Field Value box at the top of the Locate Patient dialog box?

A) payment date or amount
B) assigned provider
C) birth date
D) All of these are correct.

Question 74

Medisoft users have ____________ fields from which to choose as the basis of a search when looking for a particular chart number.

A) 5
B) 8
C) 19
D) 91

Question 75

Which of the following reasons would require a patient's information to be updated in Medisoft's patient/guarantor database?

A) The patient has moved.
B) The patient has changed jobs.
C) The patient has changed insurance carriers.
D) All of these are correct.

Question 76

What menu is the Patients/Guarantors and Cases command selected from to change information about a patient?

A) Activities menu
B) Lists menu
C) Tools menu
D) File menu

Question 77

What button is clicked to save changes made to patient information?

A) the Save button
B) the Store button
C) the Edit button
D) None of these are correct.

Question 78

What button is clicked to display the Patient/Guarantor dialog box, where changes can be made?

A) the Save button
B) the Information button
C) the Edit button
D) the Store button

Question 79

A patient at your practice has notified you that he has changed to a new insurance provider. Determine what action you should take in Medisoft.

A) create a new patient chart with the new information
B) update the patient's information in the Patient/Guarantor dialog box
C) edit the patient's information using options from the Edit menu
D) All of these are correct.

Question 80

To change patient information, follow a process similar to that of:

A) entering information for a new patient.
B) entering information for a new insurance carrier.
C) entering transaction information for a patient.
D) entering diagnosis and procedure codes for patient.