The document summarizes the key steps and forms involved in the medical billing and collections process according to a presentation by Miguel Lopez: 1) The process begins with patient registration and preregistration where insurance and payment information is collected. 2) Next, an electronic insurance claim is created and transmitted to the payer. Claims are tracked pending insurance processing. 3) Payers process payments and any payment received with explanation of benefits documents are electronically modified. Unpaid claims are followed up on with balance due statements mailed to patients. 4) The document then outlines the steps and sections of the main forms used in Medisoft - the patient registration form, encounter form, and CMS 1500 claim form

1. UEI COLLEGE, GARDENA
BUSINESS OFFICE ADMINISTRATION
MEDICAL BILLING & COLLECTIONS PROJECT
Presented by
Miguel A. Lopez
INSTRUCTOR: FRANK EZENEKWE, MBA

2. Index
4 phases of the medical billing
& Collections (How it Works)……………………………………………………………..Slide 2
Medisoft Guide
lines(Steps)……….………………………………………………………………………….Slide 3
Enter a new patient……………………………………………………………………………Slide 4
PatientRegistrationForm…………………………………………………………………… Slide 5
Encounter Form………………………………………………………………………………… Slide 6
CMS 1500 Form………………………………………………………………………………...Slide 7
By Miguel Lopez ©2015

3. Patient
appointment
and
preregistration
Insurance ,benefits, HIPAA,
financial account information
And signatures for patients
verification
electronically
created
Insurance
claim.
Claim transmitted, Provider’s
signature, Track pending
insurance claims (by
management software)
Payers
processing
payment received with EOB
documents(electronically modify)
Bank deposit /unpaid claims
follow up. Balance due statement
mailed to patient .Full payment
received and financial records
retained
Medisoft How it works
the beginning of the process and
how the medical office is
determining the billing and
information to the patient . This is
the order of the provider, insurance,
medical office claims
By Miguel Lopez ©2015

4. Step1. First you look for the
medisoft icon on the
computer
Step2. Double click on the medisoft
icon
Step3.Once an chart pops up, you
are ready to put a patients info.
Step4.On the Patient List chart there
is a button with a plus sign symbol
on it
Step5. this button opens the
Patients/Guarantor dialog box Once
an chart pops up, you are ready to
put a patients info.
Step6. the dialog box has
three tabs they are: Name,
Address, other information
and payment Plan tabs Tab1 Name/Address: this option is to
obtain your basic info. About the
patient:
Name,Address,email,birthday
,SSI,Race,Language.the most
important thing is the chart number
you need that to find your history
Tab2 Other Information: This tab
gives you a option to gives the
provider more information about
yourself.
Tab3 Payment Plan
Now your are finish go ahead now hit
that save button and exit after each
one
Medisoft Guide Lines
By Miguel Lopez ©2015

5. Medisoft Patient Form
Patient: info.
Responsible Party: Second
person in charge for the
payment.If the patient
Insurance: Multiple coverage,
supply info. From both carriers
Other information: More
personal info.
Financial Agreement &
Authorization for Treatment:
Signature & Date to agreed for
the following
These five columns are
listed on the registration
form. you would need to fill
all of the open columns on
the patient form
By Miguel Lopez ©2015

6. Medisoft Encounter form
Encounter form are key component in
accurate billing and collection.
Procedure codes or relating to coding
Right below that is a ICD-9 is used to
classify diseases and a wide variety of
signs symptoms and questionable findings
of the patients history
The CPT code section is used to describe
medical, surgical,raidology, management
services physicians and health care
providers.
This form is broken down in three section.
the first part is basic info. About yourself
At the end of this form there is a provider
signature ,return appointment and the
amount due or billing
By Miguel Lopez ©2015

7. Medisoft CMS1500 form
The Form CMS-1500 is the standard
paper claim form to bill Medicare
fee-for-Service(FFS) Contractors
when a paper claim is allowed.
Patient demographic
information
Information about the patient
visit to the doctor
(diagnosis,procedures,etc.)
Information about the doctor