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Homework 2.2

This document explains the responsibilities of administrative staff in a medical office, the importance of appointment scheduling, and factors that may affect it. It also covers how an untrained staff can impact a practice, the steps for preparing records and registering patients, and the reimbursement process. Finally, it summarizes chapter 2 of a user manual on a medical billing program home page.
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0% found this document useful (0 votes)
29 views8 pages

Homework 2.2

This document explains the responsibilities of administrative staff in a medical office, the importance of appointment scheduling, and factors that may affect it. It also covers how an untrained staff can impact a practice, the steps for preparing records and registering patients, and the reimbursement process. Finally, it summarizes chapter 2 of a user manual on a medical billing program home page.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Nation to the University College Online Division

GA Medical Billing and Coding

Task 2.2
“Basic Knowledge about Electronic Billing Programs”

Isoannette Falcón Martínez


#its T. 1808088420
MEBC 1020-3130ONL
Prof. Noeimee Rodríguez Rivera
January 20, 2019

INTRODUCTION

In this writing I am going to explain the back and front office responsibilities of administrative staff in a

medical office. The importance of the appointment scheduling process, the factors that can affect this

scheduling and what complications can cause it. I will also talk to you about how it can affect administrative

staff who do not have knowledge, training on the tasks and functions in a medical practice. I will indicate what

the steps are in collecting information and preparing files. I will elaborate on the steps of the arrival and

departure registration of the Pte. in a medical office, (Check-In & Check-Out). Finally, I will be explaining

what the refund process (Reimbursement) consists of.


1. Using what you learned in unit 3 of the textbook, answer the following:

a. Explains what the responsibilities of administrative staff in a medical office are. (Back and

Front office Responsibilities)

In the clinical area ( back office ), patients are examined, diagnostic tests and medical procedures are
performed. The medical team may include physician assistant, nurses, laboratory and x-ray technicians.
His primary focus is direct patient care.
In the administrative area ( front office ), there are several tasks such as receiving and registering
patients, taking payments, following up on appointments, answering the phone, and billing. This team of
administrative people includes reception staff, medical secretary, medical administrative assistant,
medical transcriptionist, billers, and office administrators.
b. Explains the importance of the appointment scheduling process (Appointment Scheduling)

It is one of the first opportunities the administrative team has to collect patient information. A distinction
is made between a medical consultation and a referral, inquiring about the medical plan coverage,
confirming with the patient if they have diagnostic test results, and obtaining basic information about the
patient.
c. What factors can affect appointment scheduling? Mention an example.

The number of rooms, staff and equipment have a direct impact on the scheduling of patient
appointments. In addition, personal preferences, medical specialties, and physicians' habits should be
taken into consideration because some physicians require more or less time for consultations and some
procedures. Other factors that may affect scheduling an appointment are the doctor's work routines, as
some have responsibilities outside of the office. They also depend on the patients themselves. Some
require fasting, many request hours after their children's classes end, and patients who have jobs with
irregular hours.

Example: “Based on the Textbook”

Office A is a small group with two doctors. The office has three exam rooms and a clinical
medical assistant for both doctors. Due to the small office space, only one doctor can see patients during
a block of time. All blood tests, procedures, and minor tests, such as electrocardiograms (ECGs), must
be performed in the exam rooms, as there is no separate procedure area.
d. What factors can cause complications in scheduling appointments?

Sometimes, there are situations that cause complications in scheduling appointments at a doctor's office.

For a patient to arrive without an appointment, even if they are already an established patient, they did

not call to request an appointment. A 'work-in' patient, who calls the day before or the same day to

request an appointment. And unexpected emergencies and delays may arise in the office, causing

disruption to the established routine of that specific day.

e. What type of method or tool is used to document appointment scheduling in medical

practices that do not have a computerized electronic system?

Offices that use a manual system must maintain an appointment book appropriate for the medical

practice environment.

f. What tool can be used to remind the Pte. of a follow-up appointment?

When a patient needs a follow-up appointment, they are usually provided with an appointment reminder

card, the size of a business card, that contains information for the next appointment.

g. How do you think it can affect an administrative staff with little or no training in the tasks

and functions of a medical practice?

An administrative staff with little or no training can affect the entire flow of a medical office since all

steps and/or procedures are established to maintain order in the office. A billing error can result in

losses for the office, or even a denial of a patient claim. Poor appointment management can cause a

patient with an urgent care condition to miss their appointment and even have their condition

complicated.

h. Indicates the steps for collecting information and preparing files.

The collection of information and preparation of established patient records includes the following: Date

of the patient's last visit, verifying that the patient's account has no outstanding balance, that all

documents are properly filed, verifying the patient notes page progress to ensure there is enough space

for clinical staff to write notes. When the patient arrives for their appointment, a blank 'superbill', also
known as an encounter form, is prepared. Finally, patients are contacted to confirm their scheduled

medical appointments.

i. It indicates the steps in registering the arrival ( check-in ) and departure ( check-out ) of

patients in a medical office.

Check-In: * When new patients arrive and register at the office, they are given a registration sheet to fill

out. * Information is updated if necessary for established patients when they arrive. *Referrals for

managed care patients are verified to ensure services are authorized.

Check-Out: * Payments are collected. * Tests or referrals are ordered if necessary. * A follow-up visit

is scheduled if necessary. * Any final information, if required, is addressed before the patient leaves the

office.

j. What is the reimbursement process?

Once the patient receives the doctor's services, the reimbursement process begins with a medical claim.

The first step is to complete the Superbill. An explanation of benefits accompanies payments received

from the insurer. The biller or other authorized personnel uses the explanation of benefits to post

payments corresponding to customer accounts. After the medical office receives payment from the

insurer, two steps are taken: if there is an outstanding balance, it is billed to the secondary plan or an

invoice is sent to the client. The last step in the refund process is to collect late payments.
2. Then, read and study chapter 2 titled Dashboard , of the Secure claim : User Manual and briefly

summarize what it is about.

In this chapter we find a brief explanation of what we can find on the Inmediata home page; from

announcements, information about the HIPAA 5010 transaction format, news, laws, changes, etc. It also

briefly explains the Toolbar, the Menu Bar, indicates which version of the program is being used, and

notifies users about version changes, features, and announcements about the program.
CONCLUSION

According to what I offered in this writing, I was able to understand and learn the importance and
responsibilities of staff in a medical office. In addition, I also learned the utmost importance of appointment
scheduling.
REFERENCES

Text book

Getting Started in the Computerized Medical Office “Fundamentals and Practice” By: Cindy
Correa 2nd Edition

User's manual

Manual on the Secure Claim (Medical Billing) simulator [PDF]. (n.d.).

(n.d.). Retrieved from https://bibliotecavirtual-cengage-com.nuc.idm.oclc.org/online_viewer/pdf

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