Management Tools
Quiz Answers
70 Royal Little Drive
Providence, RI 02904
Copyright © 2002-2010 Ingenix. All rights reserved.
General Navigation and Help
1)
How do you send messages within CareTracker?
a) Through company e-mail
b) Through the transactions function
c) By sending them a ToDo
d) Through inter-office mail
2)
How long is your personal password good for?
a) 90 days
b) 3 days
c) 60 days
d) As long as you are a CareTracker user
3)
You should not allow pop-ups while using CareTracker.
True or False
4)
Where do you go to view a pre-recorded training session?
a) Help → Index
b) Help → Training
c) The Admin Tab
d) Help → Support
5)
Where is the Quick Reference Guide located?
a) The Admin Tab
b) Help
c) The News application
d) The Document Tab
6)
Where do you go to change your password?
a) Admin → System Administration
b) Help → Support
c) Home → Management
d) None of the above
7)
You should use your internet browser’s Back button to navigate to a
previous page while in CareTracker.
True or False
Revised 11/12/09
1
8)
What is the best method for printing within CareTracker?
a) Using the Print button on the Dashboard
b) Right clicking on the screen that you would like to print
c) Using the Print function through your internet browser
d) Using the Control P function
9)
The modules are displayed in the left pane of the CareTracker window
and works like a table of contents enabling easy navigation. The active module
you are working in is always highlighted in ________ for easy identification.
a) Green
b) Yellow
c) Red
d) Orange
10)
What is displayed on your Dashboard?
a) Patient’s personal information
b) All of the areas you have access to
c) User’s personal information
d) None of the above
11)
There
a)
b)
c)
d)
12)
Where do you go to access PDF files of all training sessions?
a) Help → Training → Web Training
b) Help → Training → Pre-Recorded Training
c) Help → Support → Knowledge Base
d) Help → Contents
Revised 11/12/09
is a Glossary of CareTracker terms located in _____.
Help
Admin
Documents
Training
2
Patient Module
Application Match-up
a.) Demographics
b.) Other
c.) Referral/Authorization
e.) Family f.) Log-on
g.) Patient log h.) Summary
d.) Details
___g____- An audit trail of every action that has been performed on a
patient's record can be viewed in this application. The log shows the date and
time of the action that was performed and the operator who performed it.
___h___- In this application you can view and print a summary of the patient's
information. Each patient summary includes their basic demographic and
insurance information, their next and last appointment, active diagnoses, and
any outstanding balance they owe.
___c___- This application is where patient referrals and authorizations for
treatment are stored, and multiple referrals and authorizations for a patient
can be saved. Referrals can be out-going, as in the case of a primary care
office tracking to whom they refer patients, or inbound, as in the case of a
specialist tracking from whom he is getting patient referrals.
___f___- This is a future enhancement to CareTracker.
___a___- In this application, patients are registered and added into the
CareTracker system. Each patient's record contains basic identifying
information, i.e., full name, address, phone number, gender, Social Security
number, date of birth and health insurance information.
___e___- This application allows a practice's family members to be linked
together, as well as other family members who may serve as the patient's
emergency contact.
___b___- A patient's active providers, schools, pharmacies, cases, and
attorneys can be entered and saved in this application.
___d___- Additional demographic patient information can be entered in this
application, including the patient's primary language, race, religion, and
ethnicity. It is also within this application that you can choose to hold a
patient's statement.
Revised 11/12/09
1
1)
If you need to add an extra line for additional information which button
would you use?
a) […]
b) [activate]
c) [more]
d) [▼]
2)
What is the function of the […] button?
a) Automatically adds in information
b) Automatically deletes information
c) It is used to search the data base for information
d) It is used to save information
3)
In patient Demographic which are required fields:
a) Name, address, phone, Social Security number & gender
b) Name, gender, PCP, date of birth & referral
c) Name, address, date of birth, referring Dr., gender &
Insurance info
d) All fields must be filled in
4)
Using the ______ button will automatically put in the punctuation and
capitalize, while setting up a new patient profile.
a) [enter]
b) Right (clicking the mouse)
c) [tab]
d) [shift]
5)
Under what circumstance are you required to add a patient’s employer
information?
a) When they are the insurance subscriber
b) When it is a worker’s comp case
c) When they are employed by your office
d) When the referring physician requests it
6)
Which tab in the name bar would you use to get a pop-up to register
patient?
a) Info
b) Auth
c) Edit
d) New
7)
The [Phn#] tab will show all phone numbers listed for that patient.
True or False
Revised 11/12/09
2
8)
Where do you set a patient’s emergency contact information?
a) Family
b) Info
c) Details
d) Other
9)
You can look up a patient by using the __________ icon or by typing
patient information into the _________ box.
a) Camera & Id
b) Patient & Name
c) Magnifying Glass & update
d) Magnifying Glass & Id
10)
What is the suggested information to search an insurance company by?
a) Name
b) PO Box
c) Group number
d) Policy number
Revised 11/12/09
3
Scheduling I
1)
What is “recall” used for?
a) Calling a patients insurance provider
b) Calling up past appointments
c) To set as a reminder for future appointments
d) None of the above.
2)
You can always move the schedule back to the current date by selecting _____
from the "Move" drop-down list.
a) Date
b) Today
c) Current
d) Next day
3)
When
appointment
a)
b)
c)
d)
a patient is scheduled for an appointment, but would like an earlier
you would add them to the:
Recall list
Wait list
Will call
Task sheet
4)
You will get a pop-up for the wait list when an earlier appointment is
available.
True or False
5)
The gray shaded areas in the Book application means that they are
a) For “anything”
b) For “Free”
c) “New Patient”
d) “unavailable”
6)
Why would you want to cancel an appointment if the patient was a no
show?
a) So you do not get a missing encounter
b) To keep a record of patient no-shows
c) To remove it from the schedule
d) All of the above
7)
The application in which you schedule, reschedule and cancel patient
appointments is:
a) Schedule
b) Book
c) Advanced
d) Wait list
Revised 11/24/09
1
8)
By using the _____ button, you can access the Book Appointment screen
where you can select the appointment criteria, e.g., a provider, location, and an
appointment type.
a) Calendar application
b) Advanced
c) Move
d) Find
9)
When
a)
b)
c)
d)
patients have an upcoming recall where are they listed?
Dashboard
History
Reports
None of the above
10)
If “None” is selected in the name field, then you will be booking what kind
of appointment?
a) Forced
b) Double-booked
c) Recall
d) Non-Patient Appointment
Revised 11/24/09
2
Scheduling II
1)
Where is the mini menu located?
a) In the “Advanced” application
b) Left clicking the Patient’s appointment
c) Right Clicking the Patient’s appointment
d) In the move drop down
2)
By clicking on ______, in the mini menu, the patient is brought into
context, and the patient's name and CareTracker ID number will display in the
Name Bar.
a) Confirm
b) Visit
c) Patient Demographic
d) Pull
3)
___________ is where you go to edit appointment information or to
cancel a patient’s appointment.
a) View Appointments
b) Open Items
c) Encounter Form
d) Confirm
4)
By default, the Batch Name box displays a batch identification name which
consists of.
a) Your user name and CareTracker ID
b) Patient’s ID and Name
c) Tracking number followed by the current date
d) Your user name followed by the current date
5)
The Batch Name can not be changed.
True or False
6)
Upon check in the appointment box will turn:
a) Yellow
b) Red
c) Green
d) Blue
7)
It is important to ____________ before entering and posting any financial
transaction such as charges, payments, co-payments, adjustments and refunds.
a) Go to Transactions
b) Creat a batch
c) Open a Financial report
d) Send a ToDo
Revised 11/24/09
1
8)
The “confirm” application is located in the:
a) History tab
b) Recall list
c) Mini Menu
d) All of the above
9)
Using the ______ button will allow you to book an appointment even if
the time and field normally would not allow you to.
a) Find
b) Search
c) Go
d) Force
10)
You can view up to 30 days on the schedule.
True or False
Revised 11/24/09
2
Scheduling III
1)
Where is the mini menu located?
a) In the “Advanced” application
b) Left clicking the Patient’s appointment
c) Right Clicking the Patient’s appointment
d) In the move drop down
2)
By clicking on ______, in the mini menu, the patient is brought into
context, and the patient's name and CareTracker ID number will display in the
Name Bar.
a) Confirm
b) Visit
c) Patient Demographic
d) Pull
3)
___________ is where you go to edit appointment information or to
cancel a patient’s appointment.
a) View Appointments
b) Open Items
c) Encounter Form
d) Confirm
4)
By default, the Batch Name box displays a batch identification name which
consists of.
a) Your user name and CareTracker ID
b) Patient’s ID and Name
c) Tracking number followed by the current date
d) Your user name followed by the current date
5)
The Batch Name can not be changed.
True or False
6)
Upon check in the appointment box will turn:
a) Yellow
b) Red
c) Green
d) Blue
7)
The “confirm” application is located in the:
a) History tab
b) Recall list
c) Mini Menu
d) All of the above
Revised 3/29/10
8)
When
a)
b)
c)
d)
9)
Which module do you find “Today’s Journal” in?
a) Transaction
b) Reports
c) Admin
d) Financial
10)
Which module do you access to “Post” a batch?
a) Transaction
b) Reports
c) Admin
d) Financial
Revised 3/29/10
you want to assign a room for a patient, you use:
Check-in
Take Back
Check-out
Double Book
ToDo’s and Front Office Dashboard Review
1)
Where is the “PM Task Sheet” located?
a) Help → Training
b) Help → Quick Reference Guide
c) Documents
d) Help → Index
2)
CareTracker ensures there is a visit and charge for every appointment
scheduled in the system through the _______________ link.
a) Admissions
b) Missing Encounters
c) Missing Info
d) None of the above
3)
The Appointment Conflicts link only allows you to see the appointments
that have an availability conflict. True or False
4)
If Claims Manager fails one line in a charge, but passes two others, the
whole charge is________.
a) Passed
b) Sent to Billing
c) Put on Hold
d) Approved for Payment
5)
When all the unprinted correspondence has been printed, click on the
___________ button and the letters are removed from the Unprinted
Correspondence queue.
a) Print
b) Generate
c) Done
d) Mark Printed
6)
CareTracker defaults to checking missing information for
appointments within the next ______ days.
a) 5
b) 10
c) 15
d) 30
7)
CareTracker only electronically checks eligibility with insurances with
which there is an on-line, real time electronic link. True or False
Revised 1/27/10
1
8)
Patients who were originally registered in CareTracker without insurance
information, but have since had insurance information entered onto their
account are flagged in the ____________ link.
a) Admissions
b) Missing Info
c) Eligibility
d) New Insurance
Revised 1/27/10
2
Front Desk Billing Basics
1)
In patient Demographic which are required fields:
a) Name, address, phone, Social Security number & gender
b) Name, gender, PCP, date of birth, referral and Insurance
Subscriber.
c) Name, address, date of birth, referring Dr., gender,
and all Insurance fields.
d) All fields must be filled in
2)
To ensure you are receiving any Missing Info alerts, you should set this up
in your _________.
a) Operators and Roles
b) Operator Batch Control Set-up
c) Patient Module
d) None of the Above
3)
Once a patient's insurance card is scanned and saved into CareTracker,
the insurance information does not have to be entered into the insurance fields.
True or False
4)
A list of Undeliverable and Forwarded address can be found in the
____________link.
a) Statements
b) Letters
c) Missing Info
d) Unprinted Correspondences
5)
You can add to or remove options from a drop-down list by clicking on the
Quick Pick Setup link under the Financial Setup and Admin section of the
__________ Module.
a) Financial
b) Administration
c) Home
d) Transactions
6)
You can Create Quick Pick Lists for:
a) Referring Providers
b) Insurance Plans
c) Financial Transactions
d) Statement Messages
e) None of the Above
f) All of the above
Revised 1/27/10
1
Charge Entry
1)
When you set up your very first batch what should you do with the “Show
Alerts” drop-down?
a) Leave it at the default
b) Set it to No
c) Set it to Yes
d) There is no alerts drop-down
2)
In which Module will you find “Today’s Journals”?
a) Home
b) Reports
c) Financial
d) Transactions
3)
You should always post a batch; even if it does not balance.
True or False
4)
You can have more than one batch open per day.
True or False
5)
It is important to create a batch before entering and posting:
a) A Visit
b) An Appointment
c) All Reports
d) Financial Transactions
6)
Where is the “Operator Batch Control” application found?
a) Home
b) Name Bar
c) Financial Module
d) Reports
7)
By default, the Batch Name box displays a batch identification name which
consists of.
a) Your user name and CareTracker ID
b) Patient’s ID and Name
c) Tracking number followed by the current date
d) Your user name followed by the current date
8)
In the “Search Diagnosis” field; you can only search by codes.
True or False
Revised 11/30/09
1
9)
A list of _______ diagnosis is displayed on the charge screen.
a) Patient’s previous
b) Provider’s most used
c) Insurance approved
d) General
10)
What is the maximum number of modifiers you can have per procedure
code?
a) 2
b) 4
c) 6
d) 3
11)
You must ___________ or your bills will not go out.
a) Balance Your Journals
b) Confirm all Patient Visits
c) Hold Charges
d) Post Batches
12)
The “Servicing Provider” and “Billing Provider” must be the same.
True or False
13)
You can add a referral/auth in the charge entry screen.
True or False
Revised 11/30/09
2
Electronic Remittances
1)
When you set up your very first batch what should you do with the “Show
Alerts” drop-down?
a) Leave it at the default
b) Set it to No
c) Set it to Yes
d) There is no alerts drop-down
2)
Remittances received electronically into CareTracker are identified in the
Electronic Remittances link under the Billing section of the __________.
a) Open Items
b) Dashboard
c) Reports
d) Financials
3)
Only completely matched transactions will be processed electronically.
True or False
4)
If the transactions are not matched the payment will need to be manually
posted into CareTracker via the _____________ application.
a) Reports
b) Financial
c) Admin
d) Open Items
5)
After payments have been posted electronically, credit balances and
denials are automatically processed.
True or False
6)
When a transaction line item is a match it will be high-lighted in _____.
a) Blue
b) Green
c) White
d) Gray
7)
The status of manually posted remittances should be changed to ______.
a) ‘Active’
b) ‘Inactive’
c) ‘Transition’
d) ‘Posted Manually’
8)
CareTracker does not give you the ability to print paper EOB’s.
True or False
Revised 4/7/10
1
Billing Follow-Up
1)
CareTracker waits a minimum of ___________ from the first day a claim
is submitted to check the status of the claim.
a)
b)
c)
d)
Three days
Five days
Seven days
Ten days
2)
Claim status for individual claims can be checked from any application in
CareTracker where the ____________ screen displays.
a) Open Items
b) Claims Summary
c) Reports
d) None of the above
3)
Unpaid/Inactive Claims link can be found under the Billing section of the
___________ section.
a) Dashboard
b) Open Items
c) Info
d) Financial
4)
Inactive claims are claims that are not only unpaid, but also have not had
any follow-up activity on them for the last _____days.
a) 10 days
b) 20 days
c) 30 days
d) 90 days
5)
Every evening, CareTracker will automatically check the status of every
claim on which there is an outstanding balance.
True or False
6)
Not all payers are currently active with electronic claim status. The 'CareTracker
Claim Status Payer List' will detail the available payers. It can be found in _________.
a) Help
b) Doc
c) Reports
d) Admin
7)
CareTracker checks claims moved to the 'Hold' category automatically.
True or False
Revised 4/7/10
1
8)
When the billing provider, dates of service, procedure codes, fee, units, servicing
provider, or insurance needs to be changed, the charge will need to be reversed via the
Edit application in the ____________ Module.
a) Home
b) Transactions
c) Reports
d) Financial
The __________ application is used to view all dates of service and all the
associated procedures, financial transactions and claim activity.
9)
a)
b)
c)
d)
Revised 4/7/10
Dashboard
Reports
Open Items
Financial
2
Billing Dashboard Review
1)
All transactions must be posted before running any Month End report in
CareTracker and periods cannot be closed if batches linked to that period are
open.
True or False
2)
_________ batches locks the transactions permanently in CareTracker.
a) Holding
b) Posting
c) Creating
d) Closing
3)
In the Claims Worklist only certain columns can be resorted ascending or
descending by clicking on the column heading.
True or False
4)
Batches can not be shared.
True or False
5)
It is possible you will not be able to match all of the yellow or white lines.
If you do not find a match, these payments must be posted manually via the
___________ application.
a) Payment Open Items
b) Dashboard
c) Admin
d) Reports
6)
When a patient makes a payment before services are rendered, the
payment is posted into CareTracker as an _________ payment.
a) Pending
b) Posted
c) Unapplied
d) Credit
7)
The "Apply Unapplied" field displays only if a balance is out to
__________.
a) Primary Insurance
b) Secondary Insurance
c) Collections
d) Private Pay
Revised 4/7/10
1
8)
Unprinted Paper Claim Batches link is under the Billing section of the
_________.
a) Dashboard
b) Financial Application
c) Transaction Application
d) None of the above
9)
The Claims Worklist link under the Billing section of the Dashboard
identifies:
a) New Claims
b) Claims with missing submitter numbers
c) Claims with a denial status
d) All of the above
10)
Any claim listed in the __________ column is a claim that will be
transmitted during the next bill run.
a) Claims Pending
b) New/Prepared
c) Recent/New
d) CareTracker Edits
11)
A claim is only moved to the Hold Claim worklist category if you manually
flag the claim with a 'Hold' status.
True or False
12)
Claims that are transferred from a patient’s primary insurance to the
supplementary insurance and are not paid within 30 days, go into which
category?
a) Hold
b) Inactive
c) Pending
d) Crossover
13)
Claim status for individual claims can be checked from any application in
CareTracker where the Claim _________ screen displays.
a) Open Items
b) Claim Summary
c) Today’s Journal
d) Claims Report
14)
When the billing provider, dates of service, procedure codes, fee, units,
servicing provider, or insurance needs to be changed, the charge will need to be
reversed from CareTracker via the Edit application in the ____________ Module.
a) Transactions
b) Reports
c) Financial
d) Admin
Revised 4/7/10
2
15)
After the charge is reversed using the Edit application, the charge will
then need to be put back into the system.
True or False
Revised 4/7/10
3
Operators and Roles
1) Roles are based on CareTracker modules and include Administration,
Financial, and __________.
a) Overrides
b) Clinical
c) User
d) None of the above
2)
Once an operator has been added, you can not override their role to allow access
to particular features and applications in CareTracker. True or False
3)
The Operators and Roles link is found in which application?
a) Home
b) Transactions
c) Reports
d) Admin
4)
For each operator you can generate a list of activity for the last seven
days by clicking on the ___ button.
a) [A]
b) [L]
c) [O]
d) [R]
5)
Passwords must be at least ______ characters.
a) Six
b) Eight
c) Ten
d) Twelve
6)
The "Change Password" check box will automatically make the operator
have to change their password the first time they log in. True or False
7)
The Operator Log link, in the Admin Application, can include all operators,
_______________ or be limited to one particular operator.
a) Previous operator
b) Provider operator
c) Current operator
d) Admin operator
Revised 1/20/10
1
Month End Reports
1)
Month End reports can be generated all at one time in the ________
application of the Reports Module.
a) Today’s Journal
b) Report Stacker
c) Reports folder
d) Published Reports
2)
Only the operator who creates a report will be able to delete it from the
list of saved reports.
True or False
3)
___________can be run any time after a period is posted.
a)
b)
c)
d)
Financial Reports
Historical Journals
Month End Reports
None of the above
4)
This report shows financial information by period to date and fiscal year to
date, and displays the total amount of charges, payments, adjustments, patients,
visits, and units.
a) 13 Period Roll-Up
b) All Detail Report
c) Analysis Report
d) Detail Aging Report
5)
This report shows detail financial information by age and displays each
patient name, insurance plan, and their outstanding balance broken down into
aging buckets, 0-30 days, 31-60 days, 61-90 days, 91-120 days, and over 120
days.
a) 13 Period Roll-Up
b) All Detail Report
c) Analysis Report
d) Detail Aging Report
6)
This report shows financial information, e.g., charges, payments,
adjustments, units, the number of patients, and the number of visits over a time
frame of periods.
a) 13 Period Roll-Up
b) All Detail Report
c) Analysis Report
d) Detail Aging Report
Revised 4/9/10
1
7)
This report shows all information regarding a financial transaction within
CareTracker. All financial transactions associated with a specific date of service
will be listed on a separate line.
a) 13 Period Roll-Up
b) All Detail Report
c) Analysis Report
d) Detail Aging Report
8)
You have the ability to create ________ of Month End reports that can be
generated all at one time in the Report Stacker application of the Reports
Module.
a) Groups/Report Groups
b) Filters/Report Filter
c) Stacks/Report Stacker
d) Links/Report Links
9)
In CareTracker before any charges or payments are entered into the
system you must define your fiscal periods.
a) Report Periods
b) Batch Periods
c) Payment Periods
d) Fiscal Periods
10)
To create Month End Reports, click on the Month End Reports link under
the ___________ section of the Reports application.
a) Other Reports
b) Admin Reports
c) Financial Reports
d) Published Reports
Revised 4/9/10
2
Advanced Reports
1)
The financial Other Reports are accessible by clicking on the Other
Reports link under the Financial Reports heading of the ________ Application.
a) Financial
b) Admin
c) Reports
d) Transactions
2)
The "Accounts Receivable Payment Lag Report" report displays charges
for the service month, payments and adjustments during specific time periods
and the open balance for the specific service month.
True or False
3)
To include all CPT codes, enter ______ in the "Enter Beginning CPT Code"
field and _______ in the "Enter the End CPT Code" field.
a) 00001/00009
b) 1/99
c) 1/99999
d) 10000/99999
4)
Published reports operators have access to are not limited based on their
role in CareTracker.
True or False
5)
All reports that you have run can be found in __________ in the Reports
Application.
Revised 4/7/10
a)
b)
c)
d)
Report File
Published Reports
Other reports
None of the Above
1
Collections
1)
the Collections link under the Billing Section of the Dashboard.
a) Reports Application
b) Financial Application
c) Dashboard
d) Help
2)
The Collection System in CareTracker allows you to focus your collection
efforts on patients with balances at least _____ days overdue.
a) 30
b) 45
c) 60
d) 90
3)
When you generate statements, any patient that has a balance past your
set overdue duration will have to be manually brought into the collections system
for the first time.
True or False
4)
When the patient balance reaches zero, the patient is automatically
removed from the Collections list.
True or False
5)
Group specific Collection Letters can be built in the Letter Editor link under
the ___________ section of the Administration Module.
a) Financial
b) Forms and Letters
c) Messages
d) Patient
6)
If you create and add a group specific collection letter to your Forms quick
pick list, you will still have access to the Global Collection Letters in the
Collections System.
True or False
7)
The insurance list is based on the selection in the Insurance Plans under
the ____________ link in the Admin section of the Admin module.
a) Quick Pick Builder
b) Insurance List Builder
c) Group Insurance
d) Group Payers
8)
It is best to create a separate batch when writing off balances as it is a
convenient way to keep track of transactions created by the Auto Write Off
application.
True or False
Revised 4/9/10
1
9)
CareTracker supports the accounts receivable management process by
making it easy to keep track of small balances. This application is specifically
useful when dealing with private pay, collections pending, collections actual or
free care balances.
a) Other Reports
b) Balance Transfer
c) Secondary Claims
d) Auto Write-offs
Revised 4/9/10
2
Appointment Templating
1)
The schedule template built in the __________ Module is the interface
used to generate availability for each of the resources designated in a group.
a) Scheduling
b) Admin
c) Home
d) Reports
2)
Once a schedule template is established for your group, it can not be
edited.
True or False
3)
___________ determine what types of appointments can be seen at what
times, and are the building blocks for a resources schedule.
a) Time durations
b) Resource columns
c) Task classes
d) Non-patient appointments
4)
For a one time scheduled day change, the day in question can simply be
edited by clicking on the ____________ button.
a) Build Schedule
b) New Day
c) Schedule Macro
d) Modify Macro
5)
A new day only needs to be created for a resource when it is going to be
built into their schedule for an extended period of time.
True or False
6)
Once a new week is created, that week needs to be built into the
resources schedules for months and maybe years at a time. This can be done for
many weeks at a time by clicking on the _________ button.
a) New week
b) Build Schedule
c) Schedule Macro
d) Modify Macro
7)
Or, weeks can be added by selecting each week of each month
accordingly by clicking on the ____________ button.
a) New week
b) Build Schedule
c) Schedule Macro
d) Modify Macro
Revised 4/12/10
1
8)
While building a recourse’s schedule, when a month and/or year is
selected from the "Month" or "Year" field drop-down list, the _______ button
must be clicked in order to display the calendar for that month/year.
a) Save
b) [››]
c) Go
d) None of the above
9)
By clicking on the bull’s eye like symbol located after each week of the
month you can delete the resource's availability for the entire week.
a) Save
b) Move
c) Edit
d) Delete
10)
There can not be any availability currently selected for a week for which
you would like to use the Schedule Macro button.
True or False
11)
___________ can be used to modify an existing day or replace an existing
day of a resources schedule for an extended period of time.
a) New day
b) Build Schedule
c) Schedule Macro
d) Modify Macro
12)
Any appointment that was previously scheduled during an available time
slot that was modified or deleted will_____________.
a) Also be deleted
b) Will automatically rescheduled
c) Become a conflict on your schedule
d) Will get shifted to another resource at the same time frame
13)
A number of conflicted appointments for the group are totaled next to the
Appointment Conflicts link under the Front Office section of the ___________.
a) Front Office section of the Dashboard
b) Set-Up section of the Admin
c) Published Reports section of Reports
d) History section of Scheduling
14)
Other Reports should be published to the __________ application of the
Reports Module.
a) Reports Folder
b) Reports Stacker
c) Published Reports
d) Scheduling Reports
Revised 4/12/10
2
Managing Credits and Unapplied Balances
1)
Credit balances can be identified by the Credit Balances link under the
_____________________ for a specific batch or group.
a) Front Office section of the Dashboard
b) Statements section of the Financial application
c) Billing section of the Dashboard
d) Management section of the Dashboard
2)
Credit balances are created when either a patient or an insurance
company pays more money for a specific procedure for a specific date of service
than what was billed.
True or False
3)
After you post payments via electronic remittances, it is best to work on
credit balances for the batch you were working in before _____________.
a) Running your Journal
b) Posting your Batch
c) Opening a new Batch
d) Opening a Fiscal Period
4)
The information entered in the Memo field displays on the memo section
of the refund check. By default, the reference is:
a) The check number and amount
b) The insurance companies ID # and address
c) The patient’s name and date of service
d) The provider’s name and date of service
5)
When a patient makes a payment before services are rendered, i.e. their
copayment, the payment is posted into CareTracker as:
a) A Credit Balance
b) A Payment Balance
c) A Service Fee
d) An Unapplied Payment
6)
A batch does not need to be open in order to apply unapplied money.
True or False
7)
The unapplied money can be applied automatically to the patient’s charge
through either the ___________ or ____________ application.
a) Charges/Bulk Charges
b) Charges/Group Charges
c) Bulk/Charges on Hold
d) Credit Balances/Bulk Charges
Revised 4/12/10
1
8)
If the unapplied money is not applied automatically you will be able to
apply the unapplied amount manually.
True or False
9)
The Unapplied link will generate a list that shows the patient's name with
an unapplied balance, the amount of money that is unapplied and the patient's
last ____________.
a) Service date
b) Appointment
c) Transaction date
d) Co-payment date
10)
This list should be reviewed and reconciled on a ______ basis.
a) Daily
b) Weekly
c) Monthly
d) As needed
Revised 4/12/10
2
Recalls
1)
Recalls are reminders to patients that an appointment ______________.
a) Is scheduled
b) Needs to be booked
c) Need to be rescheduled
d) None of the above
2)
When appointments are scheduled in CareTracker, they can be manually
linked to recalls from the "Recall" field in the ____________________ screen.
a) Recalls/Letters Due link
b) Patient search
c) Book appointment
d) The Recall tab in Scheduling
3)
Once a recall is linked to an appointment, it becomes inactive rather than
open, but should the patient cancel the appointment; the recall
_____________________.
a) Is Canceled
b) Needs to re-opened
c) Is Expired
d) Becomes open again
4)
Only the appointment types that are set to active will display in the
"Appointment Type" list.
True or False
5)
You can activate or deactivate an appointment type by clicking the
Appointment Type link under:
a) Scheduling in Setup of the Admin module
b) Recalls in the Dashboard
c) The Correspondence tab
d) Scheduling module
6)
Printing Batch Letters can be done even before the letters have been
generated in CareTracker.
True or False
7)
From this link, appointment recall letters or envelope labels can be
generated and printed:
a) Letters
b) Recalls/Letters Due
c) Recall Import
d) Admin
Revised 4/12/10
1
Admissions and Hospital Rounding
1)
It is important to ____________ before entering and posting any financial
transaction such as charges, payments, co-payments, adjustments and refunds.
a) Go to Transactions
b) Creat a batch
c) Open a Financial report
d) Send a ToDo
2)
Where is the Admissions link located?
a) Payment of Account in the Transaction module
b) Patient section in the Admin Module
c) Front Office section on the Dashboard
d) In Open Items
3)
You can add a patient to the Admissions application by entering basic
details required for the admission but will still have to register the patient in
CareTracker for billing purposes.
True or False
4)
By default, the Admission Date is set to today's date. You can change
the date if necessary.
True or False
5)
It is important to generate admission lists for you to work based on the
criteria: Multi-Visit Days, Missing Days and Patient In Context – This can be
done through:
a) Group
b) Status
c) Filter
d) None of the above
6)
If the status is changed to ________, the patient is removed from
the Admissions worklist that is created based on the default settings.
a) Closed
b) Discharged
c) Entered
d) Open
7)
The patient admission _________ displays all activities that pertain to the
admission selected.
a) Profile
b) History
c) Charges
d) Info
Revised 4/7/10
1
8)
The Charges window displays all _________ that you must save as a
charge.
a) Hospital round visits
b) Visit Days
c) Admission charges
d) Admission days
Revised 4/7/10
2
Letter Editor
1)
The Letter Editor application in the _______________ enables you to
create and design your own personalized letters for your practice.
a) Dashboard
b) Admin Module
c) Reports
d) Transactions
2)
Any form letter you design and save for your company will always be
available for all your groups' operators in the Form Letters application.
True or False
3)
Working in Letter Editor to create and design form letters is similar to
working in _________.
a) Microsoft Works
b) Microsoft Word
c) Microsoft Excel
d) Microsoft PowerPoint
4)
Form Letters
Name Bar.
a)
b)
c)
d)
can be accessed by clicking on the _____ button in the
[Corr]
[OI]
[Ltrs]
[Info]
5)
Letter Editor is preset to double space when you hit the [Enter] key to
enter a new line of text. For single spacing hold the [Shift] key down as you hit
the [Enter] key.
True or False
Revised 4/13/10
1
Referrals/Authorizations
1)
The Ref/Auth tab is located in which module:
a) Patient
b) Scheduling
c) Transactions
d) Reports
2)
Referrals has two options, which are:
a) PCP/Referring Provider
b) Patient/Referring Provider
c) Outgoing Referral/Incoming Referral
d) None of the above
3)
There are three Authorization types. What are they?
a) Visits/Amount/Days
b) Appointments/Amount/Hours
c) Visit/Charge/Days
d) Visits/Amount/Hours
4)
You are able to add notes only to the Authorization, not Referrals.
True or False
5)
With a patient in context, you can view existing Referrals in the Ref/Auth
tab. You would do so by:
a) Typing in the referral date
b) Clicking the [inactive] button
c) Clicking on the line you would like to research
d) This statement is false
6)
You can not edit the information on an existing Referral or Authorization.
True or False
7)
Referral Authorization reports can be found in the _____________ section
of the Reports module.
a) Medical Reports
b) Patient reports
c) Scheduling Reports
d) Productivity Reports
Revised 4/13/10
1