Office Medicine (tm) By Digital Medical Solutions Inc. – Client Training Checklist
Authorized Signature:_____________________________
Training Date: ______________
Listed below is an outline of what will be covered by a Office Medicine (tm)software trainer during your OFFICE MEDICINE (TM)BY DIGITAL MEDICAL SOLUTIONS INC. training. We ask that you initial each section as it is covered. At the end of training your trainer will ask you to sign the “Training Sign-Off” sheet so that we may keep it in your file. The purpose of this sign-off is to ensure that we agree on the quality and content of training, which will enable you to take full advantage of OFFICE MEDICINE (TM)BY DIGITAL MEDICAL SOLUTIONS INC..
q Title Bar
q Menu Bar
q Icons
q Patient Demographics
q Referrals
Practice
q Practice Preferences
q Offices
q Departments
q Providers
q Staff Members
Insurance
q Carriers
q Coverages
Procedures
q Codes
q Revenue Centers
q Fee Schedules/Allowable Schedules
q Modifiers
Office Medicine (tm) By Digital Medical Solutions Inc. – Client Training Checklist
q Diagnosis Codes
q Payment/Adjustment Codes
q Patient Search
q Patient Activity Screen
q Check Out
q Labels
q Recall
q Statement
q Submit
q Letters
q Alert
q RX
q FDA Drugs
q Medication History
q Patient Payer Mix Report
q Patient Referral Reports
q Patient Age Report
q Patient Statistics by Zip Code
q Patient with no insurance
q Patient with insurance
q Patient with primary and secondary insurance
q Correcting a charge entered incorrectly
q Accepting a payment
q Auto-Apply a payment
q Receipts
q Appointments
q Patient with no insurance
q Patient with insurance
q Patient with insurance including write-off
q Denials
Office Medicine (tm) By Digital Medical Solutions Inc. – Client Training Checklist
q Transfer balance from patient with no insurance to include insurance
q Insurance check applied from account #1 to account #2
q Insurance payment with two adjustments
q Correcting a payment posted incorrectly
Ledger Date: Initials ________
q Report
q Statement History
q Notes
q Edit
q Details
q Distribution Information
q Unpost
q Bank deposit slip
q Day Sheet
q Unapplied payments
q Ledger Notes
q Deleted transactions
q Night Call Report (optional)
q Check Insurance Queue Daily
q Back Up Discussion
Monthly Reports Date: Initials ________
q Adjustment Analysis Report
q Transaction Detail Report
q Transaction Summary Report
q Aged Receivables Report
q Practice Summary
q Procedure Analysis
q Service Office Detail Report
q Service Office Summary Report
Office Medicine (tm) By Digital Medical Solutions Inc. – Client Training Checklist
Accounts Receivable Reports Date: Initials ________
q Aged Receivables Report
q Insurance Aged Receivables
q Setup
q Practice Preferences
q System Defaults tab
q Column setup
q Offices
q Scheduling tab
q Appointment Types
q Slot Setup
q Conflicting Appointment Report
Navigating through the scheduler Date: Initials ________
q Date
q Office
q Mode
q Calendar
q View icon
q Glance
q Find
q Profile
q Reschedule
q Miscellaneous Notes
q Schedule an appointment for a Walk-In patient
Appointment Reports Date: Initials ________
q Single provider, single column
q Single provider, multi-column
Office Medicine (tm) By Digital Medical Solutions Inc. – Client Training Checklist
q Single provider, glance (5 days)
q Appointment Status Report – can be run by appointment date, status date (CA-canceled, NS-no show, DE-deleted)
Mail Merge Date: Initials ________
q Mail Merge Document Maintenance
q Add letter to queue
q Letter Queue
q Mail Merge in Conjunction with Reports
q Creating New Letters
Utilities Date: Initials ________
q Password
q Security
q Provider Reassignment
q Deactivate Providers
Office Medicine (tm) By Digital Medical Solutions Inc. – Client Training Checklist
TRAINING SIGN-OFF
Your trainer has been following the attached Training Outline. All topics should have been covered. You have been instructed to initial each topic as it is covered.
Please sign below to indicate that all relevant topics have been covered during your training.
__________________________________________ ______________
Authorized Signature Date
If you are submitting Electronic Claims submission software through BCBS EDI, please forward us the billing location to begin the ECS testing and approval process. Although we will make every effort to help you go live on ECS at the time of your system “go live”, the testing process could be a matter of days or may take up to a week. Paperwork must be completed and accepted by your insurance carriers for approval prior to them allowing ECS submissions. You should submit claims on paper during this testing process. Please DO NOT hold any claims during the training process. Please continue submitting claims as per your normal method until the testing process is completed. DMSI, Office Medicine (tm) will not be held responsible for claims held in your office during the testing process or for any claims electronically submitted before approval has been given by the insurance carrier(s).
Please sign below to verify that you understand the above.
___________________________________________ _______________
Authorized Signature Date
It is your responsibility to monitor the integrity of your claims and to make regular quality assurance reviews for data validation and correct payments. Office Medicine (tm)will not be held responsible for incorrect payment on claims submitted with incorrect data. If you find that a change needs to be made on your claims, contact our Support Department and we will be happy to assist you.
Please sign below to indicate that you understand the above, and that you have reviewed the paper claims and the trainer has made all requested changes and adjustments.
___________________________________________ _______________
Authorized Signature Date