MCCANN TECHNICAL SCHOOL
MEDICAL ASSISTING PROGRAM
70 Hodges Cross Road
North Adams, MA 01247
COURSE SYLLABUSSpring Semester
NAME OF COURSE: MA 207 COMPUTER APPLICATIONS II
CREDITS: 2 Credits
INSTRUCTOR:
Tammy Clark, CMA
METHODOLOGY: Lecture/Lab
COURSE DESCRIPTION: Prerequisite MA 107.
This course covers the next phase of the medical office computer skills. Using database software, computer skill in data entry, appointment scheduling, insurance form preparation, billing procedures, and financial report development and printing will be emphasized.
TEXTBOOKS:
COMPUTERIZED MEDICAL OFFICE PROCEDURES, 3
rdEdition, Larsen, Elsevier/Saunders, 2011, Worktext.
ELECTRONIC HEALTH RECORD “BOOSTER”KIT FOR THE
MEDICAL OFFICE, Buck, Elsevier/Saunders, 2010.
COURSE OBJECTIVES:
1.
Develop computer competency in running a database medical
office program.
2.
Demonstrate knowledge of computer/safety/security
procedures.
3.
Demonstrate knowledge of handheld computers and their use
in healthcare.
4.
Define terminology used in patient billing.
5.
Demonstrate ability to do data entry and financial report
printing using the computer keyboard.
6.
Demonstrate ability to assign chart numbers and access patient
and case information.
7.
Develop navigating skills to access database files.
8.
Edit patient options and insurance template files and edit
9.
Post charge and payment transactions to patient accounts.
10.
Record patient data for primary and secondary insurance
reimbursement.
11.
Generate walk-out statements
12.
Generate various financial and analysis reports.
13.
Schedule patients using computer software.
14.
Using a patient billing simulation, demonstrate the ability to
process all patient billing information for one week.
15.
Using an electronic medical record simulation, demonstrate the
ability to process information for eight day period.
ADMINISTRATIVE FUNCTIONS:
Execute data management using electronic healthcare
Records such as EMR
Use office hardware and software to maintain office systems
BASIC PRACTICE FINANCES:
Perform accounts receivable procedures including:
Post entries on a daysheet
Perform billing procedures
Post adjustments
Process a credit balance
Process refunds
Utilize computerized office billing systems
OUTCOMES MEASUREMENTHour Exams
40%
Quiz
30%
Homework/Class work
20%
Checklists
10%
Class Participation
10%
Passing grade for the course is 76
ATTENDANCE: Mandatory at all classes.
SPECIAL INSTRUCTIONS:
Quizzes and exams as announced.
Homework assignments due as announced.
Late assignments –5 points deducted per day.
UNIT 1: OVERVIEW OF USE OF COMPUTER FOR PATIENT BILLING IN THE MEDICAL OFFICE
GOAL: Familiarize student with the need and use of the computer in the medical office.
OUTCOMES:
The students will increase their knowledge of the computer and develop skill in using the computer in the daily operations of the medical office.
LEARNING OBJECTIVES: The student will demonstrate the ability to: 1. Identify the components of the computer.
2. Review format and copy disk commands 3. Define computer related terminology
4. Familiarize student with the use of the computer for patient billing and scheduling.
5. Understand the importance of backing up files in the medical office.
COURSE CONTENT:
I. Computers in the medical office
A. Computer-based communications systems B. Microcomputer hardware
1. Input/output devices 2. Storage devices C. Operating Systems II. Ergonomic Work stations
III. Patient Billing and Scheduling Programs IV.Computer Safety Procedures
A. Back-up Files B. Index Files
RESOURCES:
Lecture with demonstration Textbook reading assignments Chapter Review Questions Computer application exercises
OUTCOMES MEASUREMENT: Textbook exercises
Computer application exercises Chapter Review Questions
UNIT 2: INTRODUCTION TO PATIENT BILLING
GOAL: To familiarize student with the basics of Patient Billing using Medisoft software, LEARNING OBJECTIVES: The student will demonstrate the ability to:
1. Boot up the Family Care Patient Billing Program. 2. Define key terms introduced in chapter
3. Describe the major elements of a manual patient billing system 4. Explain how patient billing fits into the overall accounting system 5. Define the financial records a medical billing assistant maintains. 6. Discuss the day-to-day responsibilities of a medical billing assistant. COURSE CONTENT:
I. Run the Medisoft Patient Billing Program A. Sign onto the program
B. Use pull down menus C. Sign off the program
II. Overview of Medical Office Accounting A. Cash Payments Journal
B. Cash Receipts Journal C. Ledger
D. Daysheet
III. Patient Billing Records Kept By Medical Assistant A. Superbill
B. Patient Case C. DaySheet D. Patient Ledger
IV. Day-to-Day Activities Involved in Patient Billing A. Recording Information
B. Entering Payments
C. Preparing the Bank Deposit D. Preparing Patient Statements E. Preparing Insurance Forms F. Maintaining Patient Information
V. Chapter Review and Critical Thinking Questions RESOURCES:
Lecture with demonstration Textbook reading assignment Computer application projects Chapter Review Questions OUTCOMES MEASUREMENT:
Textbook exercises
Computer application projects Chapter Review Questions
UNIT 3: USING THE COMPUTER FOR PATIENT BILLING
GOAL: To develop skill patient billing activities using the Medisoft billing program
LEARNING OBJECTIVES: The student will demonstrate the ability to: 1. Define key terms introduced in chapter
2. Describe the data files maintained in a medical office database.
3. Define the options available in a computerized patient accounting system. 4. Compare manual patient billing with computerized patient billing
5. Make selections using Medisoft menus.
6. Develop expertise in starting and exiting Medisoft. CONTENT:
I. Medical Office Databases A. Using data files
a. Practice Information
b. Patient/Guarantor Information
c. Procedure, Payment, and Adjustment Codes B. Using MultiLink codes
C. Diagnosis Codes D. Insurance Carriers E. Providers
F. Addresses
II. Using the Medisoft Application Menu A. Accessing Files
B. Accessing Lists C. Accessing Reports D. Performing Activities
a. Entering transactions b. Claims management c. Appointment book III. Editing Information
a. Undo
b. Cut, Copy, Paste c. Delete Files
IV. Using the toolbar as a shortcut V. Chapter Review material RESOURCES:
Lecture with demonstration Textbook reading assignments Textbook exercises
Computer application exercises Chapter Review Questions
OUTCOMES MEASUREMENT: Computer application exercises Chapter Review Questions
UNIT 4: MANAGING DATA WITH A COMPUTERIZED SYSTEM
GOAL: To access accurately master file database information, edit, search, add new procedures and create new patient charts.
LEARNING OBJECTIVES: The student will demonstrate the ability to: 1. Define key terms introduced in chapter
2. Use the computer keyboard to enter information in Medisoft 3. Navigate the Medisoft data entry windows
4. Search for information in Medisoft
5. Add a new procedure code to a Medisoft database 6. Create a new chart number for a patient
COURSE CONTENT: I. Entering Data
A. Use keyboard to accurately enter data B. Navigate around a data entry window C. Select and correct text
II. Entering Patient Chart Numbers A. Develop the patient chart code B. Adding new codes
III. Using the Search feature in Medisoft A. Search for patients
B. Search for procedure codes IV. Backing Up Data
A. Hard Drive back-up system B. Disk back-up system V. Chapter Review material RESOURCES:
Lecture with demonstration Textbook reading assignments Computer application projects Chapter Review Questions
OUTCOMES MEASUREMENT: Computer application projects Chapter Review Questions
UNIT 5: ENTERING PATIENT AND CASE INFORMATION
GOAL: Familiarize students with procedures for entering new patient records and new patient case records. Also, updating, editing, and deleting records.
LEARNING OBJECTIVES: The student will demonstrate the ability to: 1. Define new terminology introduced in chapter
2. Explain the information requirements for a new patient record 3. Add a new patient account
4. Describe the information needed for a new patient case record 5. Enter a new patient case record
6. Revise and edit patient information
7. Demonstrate how to delete a patient record. CONTENT:
I. Organizing Patient Information
II. A. Patient/Guarantor Information Requirements B. Case Information Requirements
a. Personal Folder Information b. Account Folder Information c. Diagnosis Folder Information d. Insurance Policy Information III. Entering Patient and Case Data
A. Adding New Patient Information B. Editing Patient Information C. Updating Case Information IV. Chapter Review Materials RESOURCES:
Lecture with demonstration Textbook reading assignments Computer application projects Chapter Review Questions OUTCOME MEASUREMENT:
Textbook exercises
Computer application projects Chapter Review Questions
UNIT 6: PROCESSING TRANSACTIONS *(Billing and Collection Procedures are covered in greater detail in MA 206. The information is studied concurrently with this section.)
GOAL: Familiarize students with computerized billing and collection procedures in the medical office.
LEARNING OBJECTIVES: The student will demonstrate the ability to:
1. Compare a computerized billing system to a noncomputerized billing system. 2. List the components of billing and collection policies.
3. Describe methods of preparing patients’ statements of account 4. Describe the key pieces of data included on an aging schedule 5. Identify the resources available for the collection of accounts, 6. Carry out billing procedures.
7. Explain legal implications of the collection process. OURSE CONTENT:
I. Comparison of a computerized and a noncomputerized billing system. A. The Pegboard System
B. Computerized billing system II. Process Procedure Charges
A. Review a Completed Superbill B. Enter Procedure Charges III. Process Payments
A. Enter Payments received from patients and insurance companies B. Enter Adjustments
IV. Print a Walkout Receipt V. Chapter Review Questions
RESOURCES: Lecture
Textbook reading assignments Textbook exercises
Computer applications OUTCOMES MEASUREMENT:
Textbook and computer exercises Review Questions
UNIT 7: PRODUCING REPORTS AND PATIENT STATEMENTS
GOAL: Familiarize students with manual and computerized statement and insurance claim preparation and end of period billing and collection practices.
LEARNING OBJECTIVES: The student will demonstrate the ability to:
1. Verify and adjust proper statement setup values to print statements correctly. 2. Generate insurance forms.
3. Print a Patient Day Sheet and Procedure Day Sheet 4. Verify Calculations
5. Print a Patient Ledger Report 6. Print a Patient Aging Report 7. Print Patient Statements
8. Print a Practice Analysis Report 9. Print Various List Reports
10. Describe how to design a custom report
COURSE CONTENT:
I. Patient Statements and Insurance Claims A. Verify and adjust statements
B. Print individual statements C. Print insurance claim form D. Print Patient Ledger Reports
E. Print Patient and Procedure Day Sheets II. Aging Accounts
III. Productivity/Analysis Reports
A. Print various end-of-period reports B. Design custom reports
RESOURCES:
Lecture with demonstration Textbook reading assignments Textbook exercises
Computer application exercises Chapter Review Questions OUTCOMES MEASUREMENT:
Textbook exercises
Computer application exercises Chapter Review Questions
UNIT 8: INSURANCE PROCESSING* (Insurance is covered in depth in MA 206 Medical Office Administration II)
GOAL: To familiarize student with insurance terminology and develop skill in accurately preparing insurance forms.
LEARNING OBJECTIVES: The student will be able to: 1. Define insurance terminology
2. Describe government criteria used to determine patient eligibility for Medicare, Medicaid, and Workmen’s Compensation.
3. Create and edit insurance claims.
4. Print completed insurance form using patient account information. 5. Print a Primary Insurance Aging Report
COURSE CONTENT
I. Insurance Terminology
II. Government sponsored insurance programs A. Medicare
B. Medicaid C. Champus
III. Create and Edit Insurance Claims IV. Print HCFA 1500 claim forms
V. Print and analyze Insurance Aging Report RESOURCES:
Lecture Handouts
Reading assignments
Textbook and computer exercises Review Questions;
OUTCOMES MEASUREMENT: Textbook exercises
Insurance Form Preparation Chapter Review Questions.
UNIT 9 A PATIENT BILLING SIMULATION
GOAL: To familiarize students with the billing procedures of a simulated medical office. LEARNING OBJECTIVES: The student will demonstrate the ability to:
1. Organize and process the daily tasks required of the administrative medical assistant. 2. Manage time
3. Perform daily tasks before the patients arrive—morning, afternoon, weekly. 4. Complete all the components of a computerized billing system
COURSE CONTENT:
I. Record Transactions
A. Create new patient charts B. Create new patient case records C. Assign codes
D. Read superbill information E. Enter new patient data
F. Enter charges, payments and adjustments G. Edit chart information
II. Prepare Billing Documents A. Walk-Out Statements B. Insurance Claims
C. Prepare Patient Day Sheets D. Prepare Procedure Day Sheets E. Prepare individual ledger reports III. Prepare end-of-week billing reports RESOURCES:
Lecture with demonstration Textbook reading assignments
Family Care Patient Billing Simulation OUTCOMES MEASUREMENT:
Completion of simulation Assessment Test
UNIT 10: APPOINTMENT SCHEDULING
GOAL: Familiarize student with options of appointment scheduler and develop skill in computerized scheduling and canceling of appointments.
LEARNING OBJECTIVES:
1. Navigate through the various options of the scheduler 2. Schedule and cancel appointments
3. Produce a routing slip
4. Produce a daily appointment schedule 5. Generate various reports from the scheduler
6. Record new patients with primary and secondary insurance 7. Record a Medicare patient
8. Record a new patient with an established guarantor 9. Produce a back up data disk
COURSE CONTENT:
I. The Appointment Scheduler
A. Access the appointment scheduler B. Navigate the appointment scheduler C. Index scheduling files
D. Build appointment screens
II. Schedule patient appointments to computer scheduler III. Generate daily, weekly, monthly schedule reports IV. Prepare patient routing slips
V. View new patient list
VI. Cancel and reschedule appointments VII. Routine Office Management
A. Post charge transactions B. Edit codes
C. Save/Return, Edit new charges, or cancel an entry VIII. Balance and print daysheet
RESOURCES:
Lecture with demonstration Textbook reading assignments Textbook exercises
Computer application projects Tests
OUTCOMES MEASUREMENT: Textbook exercises
Computer application projects’ Chapter test
