Programmer 7500/MAX_PROGRAMMERS.iso/CLIPPER/MISC/GENHELP.ZIP/OFFICE.TXT

Text File | 1988-04-23 | 11.3 KB | 266 lines

/01DESCRIPTION OF DAILY PROGRAMS
   The main programs used on an every day basis.

ADD NEW PATIENT INFORMATION: is used to enter the patient's name,
address, responsible party information, doctor code, old balance,
referral information and insurance data.  The computer
automatically assigns the ID number based on the first 3 letters
of the patient's last name.

BILL CHARGES: is used to enter the daily charges.

EDIT PATIENT INFORMATION: is used to change the data entered
under the ADD NEW PATIENT INFORMATION section.

LEDGER SUMMARY: is used to give a ledger card display of the
patient's complete account within any specific dates wanted.  It
can also be used to print selected charges to resubmit insurance
claims.

PAYMENTS: is used to enter patient and insurance payments.  It
also asks for information to update the insurance register data
which is stored every time the insurance is billed.

REFUND CREDITS: is used to refund overpayments to the patient.
It will NOT allow a refund to a patient who does not have a
credit balance.

SUMMARY OF PATIENT'S ACCOUNT: displays the patient's complete
account information, and allows separate lookups for all charges,
payments, plus primary and secondary insurance register data.
/02DESCRIPTION OF HOUSEKEEPING PROGRAMS
   The programs used to correct other files. Billing and Payment
Deletions are stored in the patient's account as well as an
adjustment register.

BILLING DELETIONS: is used to delete individual charges in case
of BILLING program errors.

CORRECT ACCOUNT BALANCES: is used to correct errors in the
patient balances and insurance register balances.

INSURANCE REGISTER CORRECTIONS: is used to delete old insurance
register data, which will then add the balance due to the
patient's balances so that the patient now becomes responsible
for the payment.

PAYMENT DELETIONS: is used to delete patient or insurance
payments in case of PAYMENT program errors.  In case of error in
an ADJUSTMENT program, you will have to enter another ADJUSTMENT
to correct any previous errors.

RECALL DATES CORRECTIONS: is used to update the patient's return
office visit date.

STANDARD DEFAULTS CORRECTIONS: is used to update the standard
data used for the patient within the BILLING program, such as the
diagnosis codes, doctor code and disability status as well as the
send statment and insurance options.
/03DESCRIPTION OF REPORTS PROGRAMS
   The standard reports programs that are used run monthly.

MONTHLY AGING REPORTS: consists of reports of: the complete
monthly aging of all active patient accounts, patients with
credit due for overpayment, patients with a 60 day patient
balance, patient accounts and no visits within 90 days and the
complete monthly adjustment listout.

COLLECTION REPORTS: consists of reports of: unanswered regular
and final demand collection letters, patients in collection,
patients who did not make a monthly payment on monthly status,
and collection agency reports.

DELINQUENT INSURANCE REPORTS: consists of a listing of all
primary and secondary insurance companies that have not made a
payment within 90 days after the insurance has been billed.

OFFICE VISIT REPORTS: is a listing of all patients due for a
return office visit.
/04DESCRIPTION OF MONTHLY PROGRAMS
   The standard monthly programs include:

INSURANCE BILLING: is used to run insurance billing by individual
companies.  You can pick the dates to include when the insurance
printout is run.

STATMENTS: is used to print statments.  The computer only prints
out regular statments if the patient's estimated balance after
the insurance payment is greater than $ 10.  The computer prints
out statments over $ 3 and less than $ 10, as well as monthly
statments on two ply computer paper to save costs.  The computer
will not print out statments less than $ 3, and these patients
are listed out after the statments are completed.  These accounts
should be probably be credited these low amounts so as not to
send multiple statments to patients who have very low balances.
Please Note that statments can only be run monthly.  The billing,
payment, adjustment and collection programs can not be run again
until after the statment program has finished printing.  After
the statments are printed out, the patient's accounts are aged
automatically by the computer.
/05DESCRIPTION OF COLLECTION PROGRAMS
   The collection programs include the ability to change the
patient's collection status by the:

1.) CHANGE COLLECTION STATUS program: which allows you to change
the patient's collection status individually or

2.) UPDATE COLLECTION LISTS program: which allows you to change
the patient's collection status from the collection lists printed
out by the:

COLLECTION REPORTS program, which is identical to the
program in the REPORTS section.

AGENCY INFORMATION: is used to keep track of the individual
collection agency.
/06DESCRIPTION OF DAYSHEET PROGRAM
   The daysheet program should be run every day after all data
has been entered.

DAYSHEET:  prints out the daily charges, collection and payments,
as well as giving the month to date and year to date account
receivables totals.  You can print the daysheet for any date you
want.
/07DESCRIPTION OF ADJUSTMENT PROGRAMS
   The Adjustment programs are used to make adjustments to the
patient's account and they are all tracked by the adjustment
report printed out in the REPORT section.

ADJUST PATIENT'S ACCOUNT: is used to correct overcharges, or to
enter patient discounts.

BILLING ADJUSTMENTS: is used to correct errors in the billing
file of the patient.

CANCELLED CHECKS ADJUSTMENT: is used to remove a payment in which
the check was cancelled or returned by the bank.

PAYMENT ADJUSTMENTS: is used to correct errors in the payment
file of the patient.

RECOVER PRIOR ADJUSTMENTS: is used to recover an adjustment
previously made to the patient's account, that was later paid
by the patient or the insurance company.

TRANSFER CREDITS: is used to transfer the balance of one patient
to another, and is useful to transfer a credit of one family
member to the account of another family member.
/08DESCRIPTION OF INVENTORY PROGRAMS
   The Inventory programs keep track of the expiration dates of:

EMERGENCY MEDICATIONS and SAMPLE MEDICATIONS.
/09DESCRIPTION OF SPECIAL PROGRAMS
   The special programs are specific to the specialty the OFFICE
programs were designed for.

ANTIGEN PROGRAMS: are used to keep track of the antigens used, as
well as calculate the percentages of antigens in a special mix.

CHANGE RECALL DATES DATA: are used to change the recall
information associated with allergy shots including: annual
review visit date, antigen billing date, number of antigens, plus
allows deletion of data for patients transferring to outside
offices or quitting shots.

DRUG LEVEL DATE CORRECTIONS: is used to keep track of the date
patient's are due for a repeat theophylline level.

RESUME LETTER: is used to ask for the patient's usual allergy
information then print out a summary letter for other physicians.

PFT CALCULATIONS: is used to calculate the predicted, and
percentages data when raw PFT data is entered.

SPECIAL REPORTS: prints reports including patients due for annual
allergy review, antigens needed to be billed, patients who have
not been in for allergy shots in past month, patients due for
theophylline levels, and patients with unbilled CPT testing.
/10DESCRIPTION OF FILES PROGRAMS
   The FILES programs are used to maintain the datafiles and
indexes used throughout the OFFICE program.

UPDATE DATA FILES: updates all those datafiles used including
doctor codes, return visit codes, collection agency codes,
diagnosis codes, fee information, hospital codes, insurance
company data, referral source data, plus individual listings
of physicians and other referral sources.

EDIT DBF FILES: is a restricted file used to individually update
a Data File.

UPDATE INDEXES: allows updating of individual or all of the
various index files used throughout the OFFICE program.

MARGIN SETTING PROGRAM: allows you to store the number of spaces
to use for the left margin for the STATMENT and INSURANCE BILLING
programs to properly printout the forms.
/11DESCRIPTION OF OVERVIEW PROGRAMS
   The Overview Programs Include:

MAIN OVERVIEW PROGRAM used by the system administrator to
regulate the whole OFFICE program.

PRACTICE REPORTS: gives summary of account receivables,
production by doctor and procedure codes, billing and payment
breakdowns by insurance companies, and referral reports.
/12DESCRIPTION OF QUIT
QUIT: Closes all files used by the OFFICE program and exits back
to the operating system.
/13DESCRIPTION OF FILES MENU GROUPINGS
     All sections in the OFFICE program are logically grouped
according to the general purpose of each separate program.

DAILY: consists of programs used every day to add new patient
accounts, bill daily charges, and to record both patient and
insurance payments.  There are also auxiliary programs to edit
or change the patient's address and insurance data, summarize
the patient's complete account status, look up ledger card data
on the screen or print it out to resubmit insurance claims as
well as refund overpayments to patients.

HOUSEKEEPING: consists of programs used to delete billing or
payment mistakes, remove old insurance register data, update
patient's standard billing defaults and doctor code, and change
the return office visit data.

REPORTS: consists of programs that list out account receivables
data, collection reports, delinquent insurance register data,
and return office visit data.

MONTHLY: consist of the statment and insurance billing sections.

COLLECTIONS: consists of programs used to change any patient's
collection status either individually or by updating the
collection lists that have been reported out.

END-OF-DAY: is the daysheet program that summarizes all of the
day's charges, collection, and payment totals, including any
adjustments to the billing and payment programs.

ADJUSTMENTS: consists of programs that allow adjustments to the
billing and payment files, allows recovery of adjustments
previously written off that have later been paid by the insurance
companies, deletes payments when checks have been cancelled or
returned by the bank and also allows you to transfer the total
balance of one patient to another patient, which is useful when
one family member may have a credit that they want to apply to
the account of another family member who has a positive balance.

INVENTORY: consists of programs that keep track of office
supplies and their expiration dates.

SPECIAL: consists of programs that are specialty specific for
this implementation of the OFFICE program.

FILES: consists of programs that allow changes to the master
reference files throughout the OFFICE program, such as the list
of diagnosis codes, doctor codes, hospital codes, fees, etc.
It also allows the ability to reindex separate office files and
to change the left margin setting for the statment and insurance
billing program to conform to the printer being used.

OVERVIEW: consists of programs that give production reports.

QUIT: Closes all files used by the OFFICE program and exits back
to the operating system.