Computers in the Medical Office 6th Edition by Susan Sanderson

Exercise 16

Using Source Document 3, enter a charge transaction for Hiro Tanaka's accident case.
Date: October 4, 2010
1. Start Medisoft and restore the data from your last work session.
2. Change the Medisoft Program Date to October 4, 2010, if it is not already set to that date.
3. On the Activities menu, click Enter Transactions. The Transaction Entry dialog box is displayed.
4. Key T in the Chart box, and then press Tab to select Hiro Tanaka. An Information dialog box is displayed with a message about Tanaka's allergies. Click the OK button to close the box.
5. Verify that the Accident-back pain case is the active case in the Case box.
6. In the Charges section of the dialog box, click the New button.
7. Verify that the entry in the Date box is 10/4/2010.
8. Click in the Procedure box, and enter 99202 to select the procedure code for the service checked off on the encounter form. Press Tab. Notice that the Diagnosis box and the Units box have been automatically completed. The Amount box is also automatically completed ($88.00). If necessary, these entries can be edited by clicking in the box and entering new data.
9. Review the entries in the Provider (1) and POS (11) boxes. Since there are no modifiers to the procedure code, the M1 box is left blank.
10. Check your entries for accuracy.
11. Click the Save Transactions button. A message appears that a $20.00 copayment is due. This will be entered in the section on payments in this chapter. Click the OK button.
12. Click the Save Transactions button again to save the transaction. When the Date of Service Validation message appears, click the Yes button, since you want to save the transaction. Notice that the Co-pay Overdue field in red now lists $20.00 and the Account Total field displays $88.00.