User manual ALTAPOINT DATA SYSTEMS ALTAPOINT 8.0

[. . . ] AltaPoint Medical Practice Management Software Version 8 Copyright © 1999-2007. QuickBooks and QuickBooks Pro are trademarks of Intuit, Inc. Contents Read This First!. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 AltaPoint Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Restoring Files Backed up by the AltaPoint Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 END-USER LICENSE AGREEMENT FOR ALTAPOINT SOFTWARE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Installing AltaPoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Multi-User Installation of AltaPoint. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Client-Server Installation of AltaPoint. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Additional Client-Server Configuration Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Obtaining Program Updates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Obtaining Support from AltaPoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Basic Telephone Technical Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Custom Reports & Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . [. . . ] This feature works hand-in-hand with the feature above. Note Box There is a large open area at the bottom of this screen where you can type notes about this task. 156 Patient Billing Patient Billing The Transaction Entry form is used to enter patient charges and payments. Also, from this form you can manage the specific information that will be included on an insurance form (each Bill number will produce a different insurance claim form. ) To access the Transaction Entry form, select the Billing icon from the command window, choose Transaction Entry from the Activities menu or enter through the Patient File Ledger screen. The Transaction Entry form will display. NOTE: Read through the next several pages to learn many important tips about creating and managing the billing process, including printing an insurance claim form. Also see "HCFA 1500 Mapping" later in this manual for specific information about populating each box of the HCFA insurance claim form. 157 AltaPoint Medical Practice Management When a patient is entered, the Transaction Entry screen appears as follows: When a new Bill Number is created for a patient, many pieces of information are taken from the patient's file including; insurance information, billing information, default diagnosis information and other important data. (If the information in the patient file is incomplete or wrong, it will be incomplete or wrong in the transaction screen as well. ) The following is a description of each field on the Transaction Entry form. Billing Heading Fields Patient Enter the patient code. To view a list of patients, select the lookup button displayed to the right of this field or select this field and press ["F5"]. Bill Number The next available billing number will automatically be displayed. 158 Patient Billing To view a list of existing bills for the patient entered above, select the lookup button displayed to the right of this field or select this field and press ["F5"]. Date Enter the billing date. You can use the [Shift-Up Arrow] and [Shift-Down Arrow] keys to move the date forward and backward respectively. Provider Enter the service provider who is responsible for the overall claim. To view a list of providers, select the lookup button displayed to the right of this field or select this field and press ["F5"]. Billing Detail Fields Start & End Dates Enter the date of the charge or payment. You can use the [Shift-Up Arrow] and [ShiftDown Arrow] keys to move the date forward and backward respectively. You can specify an end date if desired. Provider Enter the Provider code of the person providing the service. However the Provider listed in the header section of the Bill will appear on the claim form. ) Select the "Show More" button to display a form listing all providers. As a keyboard alternative, you can list all providers by pressing ["F5"] from the Employee column. Select the "Show More" button to display a form listing all providers associated with the patient selected. As a keyboard alternative, you can list patients by pressing ["F5"] from the patient column. Billing Code Enter the billing code for the charge or payment. Select the "Show More" button to display a form listing all billing codes. You can search billing codes for this billing line by code or description. As a keyboard alternative, you can list all billing codes by pressing ["F5"] from the Bill Code column. NOTE: 159 AltaPoint Medical Practice Management Short List & Word Search When looking up a Procedure code from the lookup button, you can check the Short List box to get a list of procedures that you have previously placed on your "Short List. " See the Billing Code section of this manual for more about the Short List. You also have the ability to do a word search if you don't know the actual procedure code. Place a check mark in the "Word Search" checkbox and choose "Sort by: Description", then as you start entering the name or partial name of the procedure, the system will narrow your search quickly. M1 ­ M4 Enter up to 2 characters for modifiers #1 through modifier #4 to the billing code. POS Enter the Place of Service for this line item. 160 Patient Billing Diagnosis Enter the diagnosis code for the treatment. Select the "Show More" button to display the "Item Detail Options" screen. The screen appears as indicated below. You can enter up to 4 diagnosis codes for this bill. [. . . ] In other words, if you want to see what the patient file should look like you should export the patient file from the AltaPoint system. You can view the resulting file from any text editor or word processor. You must, however, indicate the order in which the fields appear in the first line of the file. The example below shows how the "Patient" file looks after being exported from AltaPoint. [. . . ]