Chapter
7
VERSION 5
MEDICAL BILLING COURSE.COM, LLC
Home Study Course for the Medical Biller
 2001 - 2015, Medical Billing Course.com
Email: CustomerService@medicalbillingcourse.com
M E D I C A L
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Chapter
7
Practical Experience Using Your
Medical Billing Application
A hands-on simulation to give you real-world
experience
DAQbilling Software
Program by
CompuGroup Medical
In this Chapter you will
be using a live, online,
fully functional medical
billing program. We
have chosen this
software because it
allows our students
access by simply
logging in.
If you would like to
speak to someone
about a software
program that is suitable
in a home/office based
medical billing business,
please call:
(865) 286-9124 #2
In this chapter you will learn the day-to-day operations of a Medical Biller utilizing
a Medical Billing/Practice Management software program that you will be
accessing via the internet. You will be able to take the concepts you have learned
in Chapters 1-6 and apply them in this Chapter using a fully functional, live
software program. This is a crucial step in your learning process. It is one thing
to read about what a medical biller does – it is entirely another to actually perform
their duties through hands-on training. This type of training not only allows our
students to much more readily retain the information they have learned, it also
provides them with confidence and a sense of accomplishment.
You will be using your Chapter 7 Study Guide through-out this chapter. If you
haven’t already done so, now would be a good time to print the Study Guide. The
study guide includes Practice (Location) and Physician Information, Patient
Registration Forms, Insurance Verification Forms, Encounter Documents and
EOB’s (explanation of benefit) forms from insurance companies. For your Chapter
7 examination, you will be completing and printing various forms for submission.
The experience you will gain from this chapter is foundational to the successful
operation of your medical billing business and/or your medical billing position.
Throughout this chapter
you will be alerted to pay special
attention to certain areas with the symbols you see in the icon
 Valuable
key to the left. The Valuable Information may be contained
Information
on your chapter exam and you may wish to use a highlighter
 Internet Resources to come back to these areas prior to taking your test. Please
take advantage of the Internet Resources we have compiled
 Platform Opinions
for you. These will be listed in the left margin on any given
page of this course. Periodically, we will provide you with Platform Opinions.
I C O N
K E Y
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These are nothing more than opinions or information from one or more of the
medical billing center owners involved with putting together this course.
Accessing DAQBilling
First you will need to obtain a CLIENT, USER and PASSWORD from
Medical Billing Course. Follow the instructions in the Chapter 7 Download
Area in order to obtain this information.
DAQbilling Basics
A field outlined in Dark Green is a Lookup. To view the Lookup list, place your
cursor in the green box and click on the goggles (Lookup button) at the bottom of
the screen or Press F5.
To search for criteria that has been entered, you can use the Fetch button.
DAQbilling User Guide
DAQbilling User Guide
When you downloaded
DAQbilling, you should
have also received the
DAQbilling User Guide
on your desktop.
Prior to beginning this chapter, go to the DAQbilling User Guide located in the
Chapter 7 section of your Student Download Area to learn more basics and shortcut keys.
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In this chapter, you will be acting as a billing agent for a mock chiropractic clinic
(Advanced Chiropractic). You will enter data and get hands on experience utilizing
a fully functional, medical billing/practice management software system
(DAQbilling).
You will be performing the following data entry and duties:








Practice (Location) Data
Physician (Provider) Data
Patient Data
Patient Payment Posting
Claim Generation
Insurance Payment Posting
Deposit Reconciliation
Report Generation
The Chapter 7 Study Guide contains all of the office forms and information that
you will use to perform the functions and duties above.
Since you will be using the DAQbilling Software on your computer, it is advisable
for you to print both Chapter 7 and the Chapter 7 Study Guide before you begin.
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Logging into DAQbilling
Once you have logged into the DAQBilling System you will see a screen very
similar to this one:
To get to the area where you will be entering the practice (location) data, from the
screen above, simply click on the Setup tab. This will take you to the following
Setup screen:
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Entering Data
Study Guide
Reference Page 2:
Clinic (Location)
Information Form.
Practice (Location) Data
The data that we need to enter first is the clinic data (location). The area that we
will enter the clinic information into is found by going to SETUP  SYSTEM
SETTINGS  LOCATION.
When you are at the above Setup screen, simply click Location [LO] under
System Settings. The following screen will open:
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At the top of the screen you will see a field for No. and a field for Name. In the No.
field, type the number 1 then tab to the Name field. The Name will reflect the
name of the location you are entering. The fictitious practice/location we will be
using is called Advanced Chiropractic. Type the following clinic name in the
Name field.
Advanced Chiropractic
You will now need to reference Page 2 of your Chapter 7 Study Guide in order to
complete the remaining fields of your Practice Location screen.
Location Tab – Report Header
Line 1: Advanced Chiropractic
Line 2: 246 Pine Lake Avenue
Line 3: La Porte, IN 46350
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Location Tab – Location Name and Address
Location: Advanced Chiropractic
Address 1: 246 Pine Lake Avenue
Zip Box: 46350-8874 (City & State will populate automatically after pressing
TAB)
Phone: 2193621234
Fax: 2193621235
Advanced Chiropractic does not have a CLIA ID, so leave this field blank
Electronic Submission Location Type: NONE
New Patient Defaults
This is a handy feature. We are going to leave it blank since we will be entering
patients from other geographic locations.
Patient Statement Customization
Go ahead and check the same fields on the right that we have selected under
Patient Statement Customization (these are preferences, so there is no need to
go into any detail about them):
Credit Card Info on top
Display Encounter ID
Display Encounter Date
Display Procedure Code
Display Line Item From Date
Display Line Item To Date
Display Tax ID
Display Diagnosis Code
Display Diagnosis Description
Print Statement Per Guarantor
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Select Tax ID Type
Select the radio button for Tax ID
Tax ID: 95-6632587
NPI: 1234567893
Once you have completed populating the fields under the Location tab, your screen
should look like this:
If it does, look yourself in the mirror and tell yourself how wonderful you are and
then we are ready to move on to the next tab (Billing).
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Study Guide
Click on the Billing tab to the right of the Location Tab.
The Billing
Reference Page 2
information is also located on Page 2 of your Study Guide. Enter the data as
shown into the Billing screen.
Billing Name: Advanced Chiropractic
Address 1: 246 Pine Lake Avenue
Zip: 46350-8874
Phone: 2193621234
Electronic Submission Entity Type: 2 - Organization (Non-person entity)
Statements – Dunning Messages/Payment Type
The DAQbilling program allows you to use your own default messages that will
appear on the patient billing statements based upon the age of the account balance.
Let’s use the following Dunning Messages:
Standard: Payment is Expected at Time of Visit.
31-60: Your Payment is Overdue. Please Pay Promptly.
61-90: Avoid Collections by Sending Your Payment Today.
91-120: We Have Placed Your Account For Collections.
Once you have finished, your Billing screen should look like this:
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The Billing information that you just completed reflects the information that will
appear in Box 33 of the CMS-1500 Form.
Next, click on the Aging tab to the right of the Billing tab. For the purpose of the
course, we do not need to make any changes to this screen. Go ahead and click the
drop down arrows and take a look at your options. Choosing your option is based
upon your preferences. Here are mine:
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Next, click on the HCFA tab to the right of the Aging tab. The option you choose
here will tell the program what information you would like to include in Box 32 and
33 of the CMS-1500 form. Since the services being rendered to the patient’s are
performed at the office (Advanced Chiropractic) we are going to choose the lower
option: Use Location Name and Address in HCFA Box 33 and leave HCFA
box 32 blank. See below.
Click
. Your Practice Location is now saved.
or close the Location screen.
Provider Data
Now that we have entered a clinic/location, it is time to enter our Provider
Information. A Provider is just another word for doctor or physician. He/she is
the “Provider of Service.”
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Go back to your Setup screen by clicking on the Setup tab in the left menu. When
you click the small plus sign to the left of Other Setup a collapsible list will appear.
(see below)
Setup  Other Setup  Provider [PR]
Study Guide
Reference Page 2
Once you have accessed the Provider screen you will need to reference Page 2 of
your Study Guide for the information that will be used to populate the fields.
Begin by using the No. 1 in the No. field. Go ahead and complete the Last, First,
Middle and Credentials fields. Then tab to the Specialty Field.
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Last: Welby
First: Marcus Middle: B
Credentials: D.C. (stands for Doctor of Chiropractic)
Specialty
Notice that the Specialty field is outlined in dark green. At the beginning of this
chapter we provided you with a Basic Function Key. We told you that a field
outlined in dark green represents a Lookup Field. To determine the Specialty
Code, place your cursor in the Specialty field and either click
at the
bottom of your form or simply hit the F5 button on your keyboard. The Specialty
Lookup screen will appear.
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Since Dr. Welby is a Chiropractor, scroll down and double click on Chiropractor
Code 35. This code will then populate the Specialty field on your Provider screen.
Taxonomy
The Taxonomy field is also a lookup field. While your cursor is in this field,
lookup the appropriate Taxonomy code for Chiropractor and select it by double
clicking.
Company
Since we have already entered the Clinic/Location information, we can use the
short-cut to populate the company demographics
information. Once this is populated, tab to the next available field.
Supervisor
Dr. Welby is the performing provider and the billing provider so leave this field
blank.
Super Bill
For the purpose of this course, leave this field blank. For an explanation of this
field, reference the DAQbilling User Guide.
Referencing Page 2 of the Study Guide, populate the remainder of the Provider
screen. When you are finished, compare your screen to the image of our Provider
screen on the following page.
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Once you are satisfied with your screen, click
discard your changes and begin again, simply click on
or close the Provider screen.
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to save. If you wish to
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Adding an Insurance Company
The majority of the information in a database involves Patient Data. Patient Data
includes Demographics Information, Insurance Information, Procedure
Information, and Diagnosis Information.
Study Guide
Pages 3-5.
Thomas Davis
Registration, Insurance
Card, Insurance
Verification.
When entering Patient Data, you need to first find out if the patient is already in the
database. If not, you will need to enter the Demographics and Insurance
Information for the patient. In the Study Guide you will see a Patient Registration
Form for Thomas Davis. Thomas will be the first patient added to the database.
When you are adding new patients, you should first look at their insurance coverage
to see if the insurance carriers covering the patients are in the database. Since
Thomas Davis is the first patient, we know that the carrier covering him is not in the
database yet. On pages 4-5 of the study guide, you will find Thomas Davis’
Insurance Card and Insurance Verification form. He is covered by Blue Cross/
Blue Shield and the address for the carrier is on the back of the card.
To enter this information into DAQbilling, at your DAQbilling screen, go to:
Setup  Other Setup  Insurance [IN]
This will open up a blank Insurance Company screen.
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Enter Insurance Company Information for Thomas Davis
Thomas Davis is the very first patient we will be entering. Before we enter Thomas
Davis’ Patient Information, let’s go ahead and enter his Insurance Company
information. In your Study Guide, reference pages 3 and 4 (Patient Registration
and Insurance card for Thomas Davis).
In your blank Insurance Company screen, enter the following data:
No.: To the right of the No. field, click on the
to advance to the next
possible No. for Insurance Companies. Since you have not yet entered an Insurance
Company, this number will come up as 1. If not, just enter 1 and tab to the Name
field.
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Complete the following:
Name: Blue Cross Blue Shield of Indiana
Routing ID: At the bottom of your screen, click on
. Since we are
entering a Blue Cross Blue Shield insurance company, double click on 4 – BC/BS
HCFA (ANY STATE).
Insurance Group No.: For the sake of the course, we do not need to populate this
field. This field can be used to place insurance companies in specific categories for
the purpose of generating specific reports. Tab out of this field.
Address 1: P.O. Box 1166
tab twice to reach zip code field
ZIP: 46408
(tab and notice that by entering 46408, the city (Gary) and state have already been
populated for you)
tab to Phone field
Phone: 800-777-9000
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tab to Fax field
Fax: 219-884-1001
Since this is not a capitated plan and does not require authorization, do not select
these boxes. Click on the
button to save this Insurance Company.
or close the Insurance screen.

Upon completion of the data entry for this Insurance Company, your screen will
look like this: (simply type the number 1 in the No. field and hit tab to take a look
at your screen again).
Internet Resource
What is Capitation?
http://www.healthsym
phony.com/capitation.
htm
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Click on the
or close the Insurance screen when you’ve verified it.
Click on the
again to return to the Main Menu.
Enter Thomas Davis as a New Patient – Patient No. 1
In the left hand menu of the DAQbilling screen, click on Encounters. Then in the
main screen:
Study Guide
Entering New Patient:
Thomas Davis
Pages 3 - 5
Patient Management  Add/Edit Patient [NP]
This will bring you to a blank patient screen:
Reference Pages 3-5 of your Study Guide in order to complete the Patient
Information for Thomas Davis.
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No.: Type the number 1 and tab to next field.
Last: Davis
First: Thomas
Middle: M
(tab to Birth)
Birth: 100163
Gender: Male (you can either use the “M” button on your keyboard or use the
drop down list to select).
SSN: 311781014
Address 1: 214 Dell Street
Zip: 46350
Home Phone: 219-362-4747
Tab to Signature Date and reference the date of Thomas’s signature on his Patient
Registration form on Page 3 of your Study Guide.
Thomas signed the
“Assignment of Benefits, Release of Information, Payment Agreement and HIPAA
Guidelines” on 9/1/2014.
Signature Date: 090114
The Default Location (Advanced Chiropractic) and Default Provider (Marcus
Welby) have been filled in. Tab to Marital Status.
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Marital Status: Married
We won’t be using the rest of the fields. Your Patient screen (General) for Thomas
Davis should look like this:
Notice to the right of the General tab, there is a tab called Insurance. Let’s go
ahead and complete the Insurance Information for Thomas Davis. Click on the
Insurance tab. You will be taken to a screen that looks like this:
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Remember, prior to adding Thomas Davis as a new patient, we first entered his
Insurance Company Information. Because of this, we can now simply select his
insurance by doing the following:
Click on
.
This is Thomas’s primary insurance so go ahead and tab to the Insurance field.
Remember, the fields surrounded by dark green are lookup fields. Either press
the F5 button on your keyboard, or click on
.
By pressing F5 once or clicking on the Lookup button, you will be taken to the
Insurance Company Lookup Screen. Press F5 again and you will see that
Thomas’s insurance, Blue Cross Blue Shield of Indiana will appear.
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Click
C O U R S E . C O M
to choose this insurance.
You should be back at the Thomas Davis Patient screen and it should look like
this:
Tab to the Effective date field. Reference the completed Insurance Verification
Form for Thomas Davis on page 5 of your Study Guide.
Effective: 120193
Expire: Leave blank as it is non-applicable
Policy No.: Reference Thomas Davis’s insurance card on page 4 of your Study
Guide. His policy number will be the I.D. number that his insurance has assigned
to him personally. Thomas’s policy number is: XYZ311781014
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Group No.: 80550
Plan Code: 630
Copay: Thomas does not have a “set copay dollar amount” so tab past this field.
Relationship: Thomas’s relationship to the “insured” is himself: Self
(tab to Notes)
Notes: This is a good place to store pertinent information about the insurance
coverage. In verifying Thomas’s insurance benefits you learned that he has an
80/20 policy with a $200 annual deductible and that X-Ray and Lab Charges are
covered at 90%. Go ahead and record this information into Notes.
When you are finished, your Insurance screen for Thomas should look like this:
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Click the
B I L L I N G
C O U R S E . C O M
button and you will be taken to the following screen:
If Thomas had a secondary insurance, this would be the area in which you would
add another insurance.
Also, in this area, you can edit Thomas’s insurance
information or delete any insurance companies associated with Thomas Davis.
Click the
button and you will be taken back to the Patient screen
allowing you to go ahead and enter the next patient (Debby Williams).
Important Note: Prior to entering the Patient Information for Thomas Davis, I had
you enter his Insurance Company information and then select his insurance
company by performing a Lookup. This time I am going to have you enter the
patient (Debby Williams) first and show you how you can enter her Insurance
information “on the fly.”
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Enter Debby Williams as a New Patient – Patient No. 2
At the Patient screen, in the No. field, type the number “2” and press TAB.
NOTE: You can also use “file” or “chart” numbers in this field if you wish. For
instance, you will notice that Thomas’s file number on his patient registration form
is 10015, and Debby’s is 10016. You may opt to use these numbers if you wish.
Study Guide
Entering New Patient:
Debby Williams
Pages 6 - 8
Let’s go ahead and complete the information for Debby Williams. Reference
Debby’s Patient Registration information on page 6 of your Study Guide and
complete all of the information under the General tab as it is found in your Study
Guide. If you need to, go back and reference the images provided for Thomas
Davis.
Debby’s Insurance – Insurance Tab
Click on the Insurance tab to the right of the General tab.
Click on
.
This is Debby’s primary insurance. Tab to the Insurance field.
Click on
or press the F5 button on your keyboard.
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Once again, click on
C O U R S E . C O M
or press the F5 button to bring up the last
insurance entered. Your screen will look like this:
Reference Debby’s insurance card. You will notice that she too has Blue Cross
Blue Shield of Indiana and the mailing address and phone number is the same as the
one listed above.
Click
to choose this Insurance Company.
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Reference Debby’s information on pages 6-8 of your Study Guide to complete her
Insurance Information.
Study Guide
Entering New Patient:
Roger Simms
Pages 9 - 11
Click
to continue.
Click
again to enter the next patient (Roger Simms).
Roger Simms – New Patient – Patient No. 3
Go ahead and complete Roger Simms Patient Information on your own following
the steps given above for Debby Williams.
We are going to enter Rogers’
insurance “on the fly” but because his insurance company has not already been put
in the system, we will need to add a new insurance.
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Roger Simms – Add New Insurance – “On the Fly”
Select
.
This is Roger’s primary insurance so tab to the green Insurance lookup field.
Click on
or press F5.
We know Roger’s Insurance Company (Aetna) has not yet been put into the
system. We are going to enter Roger’s insurance “on the fly” much like Debby
Williams, except for the fact that Debby’s Insurance Company was already loaded
and simply needed to be selected.
At the bottom of the Insurance Company Lookup window, click on
.
Advance to the next No. by clicking on the
to the right of the No. field. Since this is the second insurance company created, it
will reflect the number 2.
Complete the Insurance Company Information for Roger Simms. Although the
information is provided here, reference your Study Guide so that you get into the
habit of reading these forms from a physicians office.
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Name: Aetna
Routing ID: Lookup field. Choose 1 – Commercial HCFA (MISC). Aetna is a
commercial insurance company.
Ins Group No.: Leave this field blank. This field is used to group select insurance
companies together for the purpose of running reports.
Completed Aetna Insurance Screen
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Click
B I L L I N G
C O U R S E . C O M
to save and take you back to the Patient Screen. Complete the
Patient Screen by referencing your Study Guide.
Completed Roger Simms Patient/Insurance Screen.
Clicking
Study Guide
Entering New Patient:
Stacey Simms
Pages 12 - 13
twice will take you back to the New Patient screen.
New Patient – Stacey Simms – Patient No. 4
We are now going to enter Stacey Simms patient and insurance information. The
insurance information will be entered “on the fly.”
Special Considerations
Stacey is Roger Simms daughter and is covered under her father’s insurance.
Stacey is the patient, Aetna (already entered into the system) is the insurance
company and Roger is the guarantor.
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When you have completed Stacey’s information under the General tab, click on the
Insurance tab to the right of General.
Select
.
This is Stacey’s primary insurance so tab over to the Insurance Lookup field and
either click on
or press F5.
In the field, Insurance Company Name, press F5 again.
Click on (highlight) Aetna and click
and you will be taken back to the
Patient screen.
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Complete the following:
Effective: 050200 (May 2, 2000)
Policy No.: 772-71-9918
Group No.: P55-46462
Plan Code: Leave blank. No plan code. It is usually only Blue Cross/Blue Shield
that has a plan code.
Copay: $0
Relationship: Child
Under this field is an area to list the name of the insured party. The insured is
Stacey’s father, Roger.
Last: Simms
First: Roger
Middle: N
No need to fill in the address and telephone information. You will be setting up
Roger as the “guarantor” under another tab.
Gender: Male
SSN: 772-71-9918
Birth: 062567
Employment Status: Full-time
Employer: Toby Freight
When you are finished with this screen, it should look like this:
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Click
C O U R S E . C O M
only once to be taken back to Stacey’s Patient Screen –
Insurance Tab.
Guarantor Information
Since Stacey is covered under her father, you will need to set her father (Roger) as
the gaurantor so that Roger is financially obligated for Stacey and so that the patient
statements/bills will go to him.
Click on the Other tab in between Notes and Appointments.
Relationship: Child (relationship to gaurantor)
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Guarantor now becomes a lookup field. Press F5 or click on Lookup, then select
Add New Guarantor.
Since Roger is the first guarantor being loaded into the system, place your cursor in
the No. field, type the number 1 and hit the tab key.
The next time you load a guarantor, you will simply hit the
button to
advance to the next sequential number.
TAB to the “Last” field.
You will notice that when you tabbed to the next field (Last), the option to Import
Patient Demographics became available to you. Since Roger has already been set
up as a patient, you can easily import his demographics by clicking on Import
Patient Demographics.
Click on
.
Tab over to Last, First and type in Simms and then click on
Click on Roger Simms (highlight) and then click
Your screen should now look like this:
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Roger is employed full-time by Toby Freight. If you wish, go ahead and add this
information. When you are finished, click
to save.
Stacey’s completed Guarantor Information
Click
to exit out of Stacey and take you back to entering your next
New Patient.
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You have one patient left to enter (Jeffrey Phillips). You are going to enter Jeffrey
on your own without “help images.” I am going to provide you with the data to
enter however.
New Patient – Jeffrey Phillips – Patient No. 5
Study Guide
Entering New Patient:
Jeffrey Phillips
Pages 14 - 16
Patient Information: Reference pages 14 – 16 of your Study Guide.
Adding New Insurance Company: Reference Jeffrey’s Insurance Card and
Insurance Verification Form.
Be sure to add the information for HEALTHNETWORK. This is where you have
been instructed to send the claims to.
Routing ID: 1 – COMMERCIAL HCFA (MISC)
Ins Group No.: Leave blank
When entering the zip code “60521” for HEALTHNETWORK, it is going to come
up as “Hinsdale.” Just leave it as Hinsdale.
Policy No.: Use Jeffrey’s Policy Number listed on his card (01-K5114701-IL).
Group No.: This is an individual insurance policy and it is not related to a
group (employer). Go ahead and place Jeffrey’s policy number in this field
as well.
Note: Another way of handling this, for future reference, is to use
Jeffrey’s Social Security Number as the “Policy No” and his Policy
Number in the “Group No.” field.
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(Your goal is to make it easy for the Insurance Company to identify their “insured
party.” An “Individual Policy” is usually one that is privately purchased by the
“insured.” There isn’t an employer involved. In this scenario, the Insurance
identifies their insured by policy number and social security number.)
Click
twice and Jeffrey is saved and you are taken back to a blank
Patient screen.
Click
or close to exit out of the Patient screen.
Congratulations! All of your New Patient’s and Insurances have been entered into
the system. You are now ready to enter Encounters for each of these patient’s
using the Patient Encounter Documents located in your Study Guide.
……………………………………………………………………………………..
.
Before we enter Encounters, we are going to add pricing information to the PROC
Codes that are pre-loaded in the DAQbilling Software to match the fees of
Advanced Chiropractic. We are also going to add a Type of Payment that we will
use to post insurance payments.
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Modifying Proc Codes
In the DAQbilling left menu, click on Setup.
Other Setup  Procedures [CP]
Adding Prices and Additional Information
On the next page you will find a listing of all the PROC (or CPT) codes that have
been used in the Encounter Documents for each of the patient’s you have entered.
At the No. field, simply type in the 5 digit PROC code (99201) then tab down and
include the price as shown in the listing.
99201
$25.00
POS: 11 TOS: 1 Units: 1
TAB to the POS field, enter 11 (Place of Service = Office)
TAB to the TOS field, enter 1 (Type of Service = Medical Care)
TAB to the Units field, enter 1 (1 Unit of Service performed)
simply hit OK to move to the next code.
NOTE: POS (Place of Service), TOS (Type of Service) and Units will be
explained on Pages 49-50 under the section, “Your Encounter Tells a Story.”
Here is how the first one should look.
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NDC
“National Drug Code”
Leave blank as this procedure is
not associated to a drug.
Modifiers
If you always attach a modifier to
a certain procedure code, you
can attach it in your Procedure
Code List and it will always come
up on your Encounter. Leave
blank for the purpose of the
course.
Revenue Code
Revenue codes are 3-digit
numbers that are used on
hospital bills to tell the insurance
companies either where the
patient was when they received
treatment, or what type of item a
patient might have received as a
patient.
Revenue codes go along with
procedure codes. When putting
them in a charge master, you
would add the correct revenue
code to the CPT code you were
going to use for a particular
department. It's the use of
revenue codes which allows
hospitals to use the same CPT
code in multiple departments
because it will show which
department the services were
provided in.
We are not billing for a hospital,
so leave blank.
You selected OK to save Procedure Code 99201. Now you are ready to enter the
remaining Procedure Codes:
99202
$ 45.00
POS: 11
TOS: 1
Units: 1
98940
$ 30.00
POS: 11
TOS: 1
Units: 1
98941
$ 45.00
POS: 11
TOS: 1
Units: 1
97010
$ 15.00
POS: 11
TOS: 1
Units: 1
72010
$ 120.00
POS: 11
TOS: 4
Units: 1
72040
$ 75.00
POS: 11
TOS: 4
Units: 1
72070
$ 75.00
POS: 11
TOS: 4
Units: 1
72100
$ 75.00
POS: 11
TOS: 4
Units: 1
For the Procedure Codes beginning with a 7, you used TOS code 4 to reflect
Diagnostic X-Ray procedures.
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Adding a Type of Payment
The DAQbilling software is pre-loaded to include a payment type for patient
payment. In order to show you how to add payments, we will go ahead and add a
payment for insurance payments/checks.
Go to:
Setup  Other Setup  Payment Types [PT]
If you wish, you can do a lookup in the No. field to see that the only Payment
Type currently set up is: 1 – CASH.
Let’s set up a Payment Type for Insurance using No. 2.
No.: 2 (tab)
Description: Insurance Check
Source: Select the radio button for Insurance (this is important to do – we have
several software support calls from students who experience problems when
they post their insurance payments because they missed this step!)
Click
to save.
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Close Payment Type window.
We are now ready to move on to Patient Encounters.
Creating Encounters
When we entered the “Location” into the DAQbilling System, we had the option to
reduce the steps we take to create an encounter by choosing “auto-post encounters
on save.” We did not choose this option because you are in learning-mode and we
want to give you every opportunity to correct any mistakes made prior to actually
posting your encounter.
On your DAQbilling screen in the left menu, click on Encounters.
Encounters  Encounter Management  Create Encounter
Study Guide
Patient Encounter – Thomas Davis – 9/1/2014
Page 17
Reference the Patient Encounter Document for Thomas Davis in your Study Guide.
Thomas Davis
Encounter Document
In the No. Lookup field, click on the Lookup button or press F5 on your keyboard.
Tab over to Last, First and type in: Davis
Click on
.
The patient, Thomas Davis, will appear. Click
Here is the Encounter Screen that you should arrive at.
43
to continue.
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Notice:
•
The system assigned an Encounter number. Yours will probably be 1000
since this is the first encounter you are creating. For record keeping and
accountability purposes, an Encounter number can only be used once, even
if it is deleted.
•
The system will use “today’s date” as the “claim date.” This is correct.
•
You have the ability to change the Date of Service (Again, Reference the
Patient Encounter Document for Thomas Davis in your Study Guide).
•
The Insurance Company you entered for this patient will be brought up
automatically.
•
The Location (Advanced Chiropractic) will be the default and brought up
automatically.
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Encounter Document – Thomas Davis
You are going to use Thomas’s Encounter Document to create an Encounter for
him.
Step 1: Tab over to Date of Service and type in the date on Thomas’s Encounter
Document: 090114.
Notice that the ICD Type defaults to ICD10. We will be using ICD9 as ICD10 is
not yet available. Change the ICD Type to ICD9.
Step 2: Tab through the completed information until you arrive at Diag 1. This
field is asking for a Diagnosis Code to associate with this Encounter. You will find
the appropriate code under the DIAGNOSIS section of Thomas’s Encounter
Document. Type in 724.1 and hit tab.
Note: Did you also notice that this field is a Lookup field? You can
Lookup/Search for codes if need be.
Step 3: Tab through until you arrive at Primary Onset Date. The primary onset
date is the date that the symptoms of this diagnosis first began. You will find this
date under NOTES on Thomas’s Encounter Document. Type in this date: 082614.
Step 4: Tab once to Review and select this box (click in the box). This will allow
us to review the Encounter before we actually post it to “go live.” This isn’t
something you will always choose to do, but for the sake of learning, we are going
to review our Encounters prior to printing them.
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(we are not going to opt to “Bill Electronic” because you will be printing these
encounters on a CMS 1500 form to submit as part of your Chapter 7
examination)
Step 5: Tab 4 times until you are under the Claim Information tab and the first
line becomes dark blue.
Notice that the area under Proc is light blue. You are now prompted to enter in
your first Proc code. Referencing the Encounter Document for Thomas Davis, type
in the first Proc code marked with an X: 99201
M1 is light blue.
46
and tab over until the area under
M E D I C A L
B I L L I N G
C O U R S E . C O M
You will notice that your “from and to” dates of service have been filled in for you.
The reason why I had you tab to M1 is because this stands for “Modifier.” I just
happen to know (and these are things that you will come to know based upon
research, training, learning by doing, and experience) that whenever you bill an
E/M Code (99201 – New Patient Evaluation & Management Code) on the same
day that you bill a CMT Code (98940 – which is the next Proc you will be entering
for Thomas.. CMT = Chiropractic Manipulative Treatment) that the following has
to be considered:
CMT codes already include a level of E/M (Evaluation &
Management). So, in order to obtain reimbursement for the E/M Code
(99201) performed on the same day as a CMT (98940) code, you need
to modify the E/M code with a 25 which shows that this procedure
should be reimbursed because:
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-25 Modifier Description: Significant, separately identifiable evaluation
and management service by the same physician on the same day of the
procedure or other service
Step 6: Under M1, type in the modifier: 25
Step 7: Arrow down to reach the next Proc field on Line 2. Reference Thomas’s
Encounter Document and type in the next Proc code marked with an X: 98940.
Step 8: Simply hit the down arrow or tab button on your keyboard to be taken to
the next Proc field for Line 3. Type in the next Proc marked with an X on the
Encounter Document: 72070. Tab or down arrow.
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This completes the Encounter for Thomas Davis for Date of Service 9/1/2014. You
will notice that the charge on your screen matches the charge on the Encounter
Document: $130.00.
Before we move on to posting the payment from Thomas ($26.00), let’s go over
the details of this encounter that we have not yet covered, but that you have
learned about in previous chapters of your course.
YOUR ENCOUNTER TELLS A STORY….
DX (diagnosis): In this field, you see a 1. This “1” is a correlation to Diag 1:
724.1. This is telling the payer that the procedure (Proc) performed on this line
relates to the patient’s diagnosis of: PAIN IN THE THORACIC SPINE. This
correlation established the medical necessity for the procedure performed.
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POS (place of service):
11 signifies that the procedure took place in the
physician’s office.
TOS (type of service): 1 signifies “Medical Care” and 4 signifies “Diagnostic
X-Ray”
Units: Indicates how many times the procedure was performed. If you were to
change this to “2”, the $25.00 charge would double to $50.00.
Posting Patient Payments
Thomas made a $26.00 payment at the time of his visit. We want to post his patient
payment in such a way that it is connected to a deposit. For the sake of this course,
we will make a daily deposit for the date the payments were made (9/1/2014).
Since we have not yet opened a deposit for 9/1/2014, let’s do this “on the fly” now.

Platform Opinion: The ability to enter data “on the fly” isn’t
available in all software programs. There are many programs that
require you to follow a grueling protocol for data entry. If you
happen to forget a step, you will find yourself cancelling out of a
screen that you have spent time populating in order to go back
and complete a step that is necessary to do prior to coming back
to complete the screen you tried to populate. For those of you who will be
beginning a medical billing business, do yourself a favor and stay away from cheap,
user-unfriendly programs. Time is money in this business. And prospective
physician clients simply don’t lend credibility to billing center businesses who try to
“cut corners” by using “cheap starter programs.”
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Creating a New Deposit
It is a good idea to create a new deposit for the day during the time that you are
posting your first payment. It is possible to go a full day without any payments
(although rare).
Note: When you go to post a patient payment within the encounter, if you
have not already opened a deposit for the day, you can do it “on the fly.”
For the sake of the course, we will have you go through the process of
Opening a New Deposit outside of the encounter.
Step 9: In the left menu of the DAQbilling system, click on Payments. Don’t
worry that your Encounter for Thomas Davis dissappears. You can easily access it
again by clicking on it under the left hand menu.
Select Deposit/Payment Maintenance [DP]
An Open Deposits screen will appear.
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We are now going to open a new deposit for 9/1/2014.
Step 10: Click on
and complete as follows:
Description: Deposit 9/1/2014
Open Date: 9/1/2014
Click
Post Date: 9/1/2014
. Then click
.
Step 11: Re-open the Encounter for Thomas Davis.
On the left hand side of the DAQbilling System screen, under the main menu, you
will notice Thomas Davis’s Encounter. Simply click on it to open it.
Step 11: Post Thomas’s payment. Click on
Choose Yes on this Save Encounter window if it pops up.
52
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The Patient Payment screen will appear. The Payment Type will be defaulted to
PAT – CASH. This is fine because we are posting a payment from the patient.
You will notice that the open Deposit for 9/1/2014 and the Payment Date of
TODAYS DATE will be the default. Be sure this Payment Date matches the
Deposit Date of 9/1/2014, as shown above, so there will be no need to Lookup a
deposit for this payment. Complete the screen with the following information:
Payee/Check Number/Description: Thomas Davis – Check# 1263
Check Amount: 26.00
Press Tab.
Your cursor has automatically advanced to the Encounter ID field, but we need to
advance to the Applied field so that you may now apply the patient payment (if it
doesn’t automatically advance, simply click on the Applied field for the third Proc
or hit the F4 button on your keyboard twice to toggle). Go ahead and apply
Thomas’s $26.00 payment to the highest dollar procedure ($75.00).
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Type in 26.00.
TAB once and you will notice that Thomas’s payment is now applied:
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To complete this payment, click the
button.
You will be asked if you wish to Post.
Select Yes.
Patient Encounter – Debby Williams – 9/1/2014
Following the steps you used for Thomas Davis, enter the Encounter for the next
Study Guide
Page 18
Debby Williams
Encounter Document
patient, Debby Williams. I will provide the information below but you should
reference the Patient Encounter Document for Debby Williams in order to
complete her encounter.
Lookup and Fetch Debby Williams.
Date of Service: 090114
Diag 1: 723.1
Diag 2: 724.1
Diag 3: 724.2
Primary Onset Date: 081314
Check the box next to “Review.”
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Proc Codes:
Line 1: 99202
M1: 25
Line 2: 98941
Line 3: 72010
Select:
Choose Yes on this Save Encounter window if it pops up.
Payment Type: PAT – CASH
Use default “open” deposit for 9/1/2014.
Payment Date: 090114
Payee/Check Number/Description: Debby Williams – Check# 4085
Amount: $210.00
(or click in Applied field or hit F4 twice to toggle)
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Since no additional payment will be expected for this encounter (it has been paid in
full), go ahead and apply 100% of each line item individually:
Select
.
Select Yes to Post.
Study Guide
Patient Encounter – Roger Simms – 9/1/2014
Page 19
Following the steps you used for Thomas Davis, enter the Encounter for the next
Roger Simms
Encounter Document
patient, Roger Simms. I will provide the information below but you should
reference the Patient Encounter Document for Roger Simms in order to complete
his encounter.
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Lookup and fetch Roger Simms.
Date of Service: 090114
Diag 1: 723.1
Primary Onset Date: 081314
Check the box next to “Review.”
PROC Codes:
Line 1: 99201
M1: 25
Line 2: 98940
Line 3: 97010
Line 4: 72040
Select:
Payment Type: PAT – CASH
Use default “open” deposit for 9/1/2014.
Payment Date: 090114
Payee/Check Number/Description: Roger Simms – Check# 2315
Amount: $122.50
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(or click in Applied field or hit F4 twice to toggle)
You are expecting an insurance payment on this encounter. Since you are going to
have $22.50 remaining on this encounter, I would apply the payment as follows:
25.00: Apply 2.50 (be sure to pay attention to this payment amount)
30.00: Apply 30.00
15.00: Apply 15.00
75.00: Apply 75.00
Select
.
Select Yes to Post.
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Patient Encounter – Stacey Simms – 9/1/2014
Study Guide
Following the steps you used for Thomas Davis, enter the Encounter for the next
Page 20
Stacey Simms
Encounter Document
patient, Stacey Simms. I will provide the information below but you should
reference the Patient Encounter Document for Stacey Simms in order to complete
her encounter.
Lookup and fetch Stacey Simms.
Date of Service: 090114
Diag 1: 723.1
Diag 2: 724.1
Diag 3: 724.2
Primary Onset Date: 081014
Check the box next to “Review.”
PROC Codes:
Line 1: 99201
M1: 25
Line 2: 98940
Line 3: 72010
Select: Make Payment
Payment Type: PAT – CASH
Use default “open” deposit for 9/1/2014.
Payment Date: 090114
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Payee/Check Number/Description: Roger Simms – Check# 2319
Amount: $137.50
(or click in Applied field or hit F4 twice to toggle)
You are expecting an insurance payment on this encounter. Since you are going to
have $37.50 remaining on this encounter, I would apply the payment as follows:
120.00: Apply 120.00
30.00:
Apply 17.50
Select
.
Select Yes to Post.
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Patient Encounter – Jeffrey Phillips – 9/1/2014
Study Guide
Following the steps you used for the previous patient’s, enter the Encounter for the
Page 21
Jeffrey Phillips
Encounter Document
next patient, Jeffrey Phillips. I will provide the information below but you should
reference the Patient Encounter Document for Jeffrey Phillips in order to
complete his encounter.
Lookup and fetch Jeffrey Phillips.
Date of Service: 090114
Diag 1: 724.2
Primary Onset Date: 030114
Check the box next to “Review.”
PROC Codes:
Line 1: 99201
M1: 25
Line 2: 98940
Line 3: 97010
Line 4: 72100
Select: Make Payment
Payment Type: PAT – CASH
Use default “open” deposit for 9/1/2014.
Payment Date: 090114
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Payee/Check Number/Description: Jeffrey Phillips – Check# 3222
Amount: $145.00
(or click in Applied field or hit F4 twice to toggle)
Since no additional payment will be expected for this encounter (it has been paid in
full), go ahead and apply 100% of each line item individually:
Select
.
Select Yes to Post.
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Congratulations! You have entered all of your Patient Encounters and Patient
Payments. We are now ready to move on.
Closing Out Your Deposit
Let’s assume that all payments for the day have been posted and you are now ready
to close your deposit for 9/1/2014.
Go to:
Payments

Deposit/Payment
Management
Maintenance [DP]
64

Deposit/Payment
M E D I C A L
B I L L I N G
C O U R S E . C O M
Click on
.
You will be asked if you are sure you wish to close the deposit. Select Yes.
Chapter 7
Examination
A screen to print a Deposit Reconciliation Report will appear.
Assignment 1
Print Deposit
Reconciliation Report
for 9/1/2014
Chapter 7 Examination: Print Deposit Reconciliation Report for 9/1/2014
Date Range: 090114
to
090114
Select Printer. We do not need a “detailed” report, so do not select Detailed.
Click
to print.
Set your Deposit Reconciliation Report aside to be submitted as part of your
Chapter 7 examination.
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Your deposit for 9/1/2014 has now been closed. Close the Open Deposit screen.
Reviewing Your Encounters
Because you told the DAQbilling System that you would like to review the
encounters you have entered, you are now able to pull up each encounter to make
sure it is correct.

This is a great feature to have in a medical billing software
program! You may not wish to review the encounters you have
entered, but if you have an employee or someone else entering
encounters, you can instruct them to mark each encounter for
review so that you may check their work prior to submitting your encounters.
To call up the newly created encounters, select Claim Control in the DAQbilling
left hand menu. Then under Claim Management, select Encounter Review.
Claim Control  Claim Management  Encounter Review.
You have 5 Encounters waiting for your review:
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Double clicking on any of the encounters will open that particular encounter for
your review. Go ahead and review each encounter if you wish.
Chapter 7 Examination – Printing CMS 1500 Forms
Chapter 7
Examination
Assignment 2
Printing CMS 1500
Forms for Encounters
entered
Your second assignment for your Chapter 7 examination is to print a CMS 1500
form for each of the encounters that you have created. In order to do this, you will
first need to print 5 blank CMS 1500 forms. This form is located in your Chapter 7
materials in the Student Download Area. Or you can access the form directly by
pointing your web browser to:
http://www.medicalbillingcourse.com/Chapters/CMS1500.pdf
Step 1: Print several (at least 6 or 7) blank CMS 1500 forms. Load one of these
forms into your printer to test the alignment.
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M E D I C A L
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Step 2: Click on the first encounter for Thomas Davis to highlight it. It becomes
dark blue. Click the
button at the bottom. When the HCFA (Self
Bill Option) window opens, it is defaulted to print to Screen. Select Printer.
Step 3: Select
to print. Do not select “Mark as submitted.”
If the document doesn’t print perfectly aligned, don’t worry. You are graded on the
information/content on your CMS 1500 forms. If the alignment is extremely poor,
you can adjust the print settings by going to:
Setup  Other Setup  HCFA Printing Offset [HP]
In this area, adjust the X and Y offset to align your printing. X = Horizontal. Y =
Vertical.
Continue to use the encounter for Thomas Davis to adjust your settings and test
them, if need be. Once you are satisfied with the alignment, continue on to the next
step.
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Step 4: Review each encounter. You can open an encounter by either double
clicking on the encounter or by highlighting the encounter and selecting
. While in the first encounter for Thomas Davis, deselect the box
for Review, then click Okay. This will mark the encounter as Ready to Post.
Step 5: Go into each encounter and deselect the box next to Review.
Step 6: Upon review of all 5 encounters, they are now all set to Ready to Post.
Simply click on the
button. You will be asked if you are sure you
want to post these encounters:
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Select Yes.
The Pending Encounters are now posted with today’s date.
Step 7: Chapter 7 Examination: Print All CMS 1500 Forms
To select all encounters for printing, click on the encounter for Thomas Davis.
Hold down your SHIFT KEY and click on the last encounter for Jeffrey Phillips.
This will highlight and select all encounters.
Load 5 blank CMS 1500 forms into your printer.
Click on
.
Note: If you were unsuccessful at aligning your CMS 1500 forms, simply print
your CMS 1500 forms on blank paper. You are graded on content, not alignment.
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Select the box for “Mark as submitted.” Select to print to Printer. Click on
.
If you get an “access violation” when you select OK to print your forms, simply
select OK to disregard. You are receiving this simply because you are working in a
schema that is not “live” but set up for educational purposes.
Your forms will print. Go ahead and close the screen. Set your printed CMS 1500
forms aside, with your deposit reconciliation report to be submitted with your
Chapter 7 examination.
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Review
You have:

Entered location (practice), provider and patient demographics

Entered insurance information

Entered the appropriate charges for your PROC codes

Posted patient charges

Posted patient payments

Added a “Type of Payment”

Printed and submitted your CMS 1500 forms
What’s next in real life? Once you submit your claims, the next step is receving
payment from the insurance company on the claims you have submitted.
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M E D I C A L
Study Guide
Page 22
Thomas Davis
Explanation of Benefits
from Insurance
Company
B I L L I N G
C O U R S E . C O M
Receiving & Posting Insurance Payments
On page 22 of your Study Guide you are provided with an EOB (explanation of
benefits) from Blue Cross Blue Shield for the claim you submitted for Thomas
Davis. This insurance payment needs to be posted to the claim submitted.
We are going to go ahead and use the deposit date that the system defaults to -which is whatever today’s date is for you. Mine is 10/9/2014.
Open a New Deposit.
Go to:

Deposit/Payment
You will be taken back to the Open Deposits screen. Click on
.
Payments

Deposit/Payment
Management
Maintenance [DP]
Select
Select
.
.
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Payment Type: INS – Insurance Check
Payment Date: Will default to your “Today’s Date”
Payee/Check Number/Description: BCBS of Indiana – Check# 271701
Amount: 111.50
Tab to the Encounter ID. (lookup) field.
Click on
Type in: Davis.
.
Click on
.
Thomas Davis will appear. Click on
to select his encounter.
You are now ready to apply this insurance payment.
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Referencing the EOB for Thomas Davis, type the appropriate information in the
fields for “Allowed” and “Applied
Note: When posting insurance payments, you will need to use the <ENTER>
key on your keyboard to maneuver around.
Allowed = the total allowed by the insurance carrier
Applied = what was paid by the insurance carrier
For the first line (99201 - $25): $25 was allowed. Type this into the Allowed field
and hit your enter button to move to the Applied field. $20.00 was paid towards
this procedure, so in the Applied field, type in 20.00.
There are no adjustments needed to be applied to this encounter. We are simply
going to transfer the balance of the encounter to the patient, so delete out any
amounts that appear in the Adjusted field.
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Use your <ENTER> key to move to the Allowed amount for the second procedure
(98940). Referencing your EOB, complete the remaining Allowed and Applied
fields.
Once you have applied the appropriate data, your screen should look like this:
Since the patient overpaid his coinsurance amount, we will need to transfer the
credit balance to the patient’s account. Simply click on the red Transfer Needed
and a box will appear to the right. Click on this box.
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C O U R S E . C O M
The following Transfer Options screen will appear:
Click on the line for “Patient” (because we are transferring the credit balance to the
patient’s account). Select
.
You will see that the credit balance has now been transferred to “Patient.”
Select
to save this payment.
You will be asked if you want to post this payment. Select Yes.
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Study Guide
Posting Your Next Insurance Payment
Page 23
Reference the next EOB from Blue Cross Blue Shield for Debby Williams. You
Debby Williams
Explanation of Benefits
from Insurance
Company
will notice that the entire claim submitted for Debby Williams went towards her
unsatisfied deductible – thus no payment was made from the insurance carrier.
Debby is not carrying a balance because she paid her encounter in full at the time of
visit.
Study Guide
Move on to the next EOB for Roger Simms from Aetna.
Page 24
Roger Simms
Explanation of Benefits
from Insurance
Company
Payment Type: INS – Insurance Check
Payment Date: Today’s date.
Payee/Check Number/Description: Aetna – Check #576/36369854
Amount: 45.00
Encounter ID.: Click on Lookup. Type in Simms. Select Fetch.
Double click on Roger Simms.
Referencing the EOB for Roger, complete the appropriate information for the
Allowed and Applied fields. (Remember, you must use the <ENTER> key to
maneuver in this area.
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Transfer the balance to the patient (click on Transfer Needed, a box will appear.
Click on this box, select Patient, select
Select
).
to save.
Select Yes to Post.
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Stacey Simms – Insurance Payment
Study Guide
Following the instructions for the previous patient’s, post the insurance payment for
Page 25
Stacey Simms.
Stacey Simms
Explanation of Benefits
from Insurance
Company
Remember to transfer the balance to the patient.
Your completed insurance payment for Stacey Simms will look like this:
Select
to save.
Select Yes to Post.
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Study Guide
Page 26
Jeffrey Phillips
Explanation of Benefits
from Insurance
Company
B I L L I N G
C O U R S E . C O M
The EOB from American Family Insurance for Jeffrey Phillips does not provide
a payment as the charges were all “paid to the deductible.” Jeffrey paid his entire
visit in full. There is nothing more to do with his encounter.
Your payment posting for the day is complete
Close Out Your Deposit. Remain at the Open Deposits screen. Read below for
your next assignment.
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Chapter 7
Examination
B I L L I N G
C O U R S E . C O M
Chapter 7 Examination:
Print a Deposit Reconciliation Report for the
Insurance Payments You Posted
Assignment 3
Deposit Reconciliation
for “Today’s Date”.
Select
.
Date Range: Today’s Date thru Today’s Date.
Print Report. Close the Open Deposits screen.
Set aside this Deposit Reconciliation Report to be included with your Chapter
7 examination.
Report Generation
Chapter 7
Examination
Chapter 7 Examination: Reports
Assignment 4
Printing Reports
In addition to what you have already set aside to be submitted as your Chapter 7
examination, you will be running several reports.
Each “User” has certain permissions in the setup area. Since we have done nothing
with these permissions, we will need to provide you with the ability to run basic
“Listing” reports.
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Go to: Setup  System Settings  User Settings [US]
The following screen will appear:
The USER field is a lookup field. Hit F5 or click on Lookup. Double click the
only user listed. Your User Screen will pop up and show what you have access to.
Click on Report Categories. Select “Locations” and make sure that the box under
“Allowed” is checked:
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Then click on “Report Categories” and make sure the box for “Daily Logs” and the
box for “Listing” is checked:
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Select
B I L L I N G
C O U R S E . C O M
. Close the User Screen.
Generating Your Reports
Report 1: Patient Listing by Name
Go to: Reports  Listing  Patient Listing by Name
Print Report. Set aside.
Report 2: Insurance Listing by Name
Go to: Reports  Listing  Insurance Listing by Name
Print Report. Set aside.
Report 3: A/R Log Report (Account Receivables)
Go to: Reports  Daily Logs  A/R Log Report
Enter Date to Calculate A/R: Today’s date.
Print Report. Set Aside.
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Chapter 7 Examination
In the Chapter 7 Student Access area, print your Chapter 7 cover sheet and
complete. Use a mailing address that you would like your Certificate mailed to.
Organize the Chapter 7 assignment papers to your completed cover sheet in this
order:
1. Five completed CMS 1500 Forms
2. Deposit Reconciliation Report for 9/1/2014
3. Deposit Reconciliation Report for Today’s Date
4. Patient Listing
5. Insurance Listing
6. A/R Log Report
EXAM SUBMISSION METHODS IN ORDER OF PREFERENCE:
1. Scan and Email to: customerservice@medicalbillingcourse.com
File must be submitted as a PDF
2. Fax to: (219) 369-4163
Congratulations! If you have completed the examinations for Chapters 1-6,
Chapter 7 is your final examination. We will be emailing you with your final,
overall score as well as mailing your certificate.
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What Did We Learn?
•
How to enter Practice/Location Information
•
How to enter Physician/Provider Information
•
How to enter Patient Information
•
How to enter Insurance Information
•
How to enter Charges and Payments
•
How to Print Insurance Claims
•
How to Post Insurance Payments
•
How to Generate and Print Reports
•
Basic concepts and use of a medical practice management software
Additional Practice
Once you have completed your Chapter 7 examination, feel free to enter yourself as
a patient, create charges and payments, print CMS forms, generate reports, etc. Use
your own insurance if you wish. Practice, learn and have fun!
Watch the Student Announcements for our “Additional Practice” Add On Module.
This will provide those who are interested with one week worth of patient, charge,
payment, insurance payment, report generation entries. This will come in the form
on New Patient Information, Insurance Verifications, Encounter Documents and
Insurance EOB’s.
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Chapter 7 Summary

The training in Chapter 7 should provide you with confidence.
When I began my medical billing business, no such training
existed. I basically had to figure things out as I went.
If you have taken our course in order to gain employment as a
medical biller or to receive training as a medical biller, this is
probably the completion of your course. We wish you the best.
If you have taken this course because it is your desire to begin a medical billing
business from home or an office location, you have 2 more chapters to go. We do
not examine you on Chapters 8 & 9 so this is your last Course Chapter examination.
Your certificate will be mailed to you upon completion of the Chapter 7
examination.
If you purchased the Deluxe Program, don’t forget to utilize the consultation that
comes with this purchase. Our staff members are highly knowledgeable in what
goes into beginning a medical billing business. Use our knowledge.
If you would like to give us a call with questions about starting a business:
(865) 286-9124 #2
or
Tammy’s Email: tammy@medicalbillingcourse.com
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Chapter 7 Motivation
The
future
belongs
to
who believe in the beauty of
dreams.
those
their
- Eleanor Roosevelt
We
are
what
we
repeatedly
do.
Excellence is therefore not an act but a
habit.
- Aristotle
Courage
is
resistance
to
fear,
mastery of fear-not absence of fear.
- Mark Twain
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