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Obtaining Accurate Patient Billing Information (Pearson Education)

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Name: ________________________________________
Date: _________________________________________
Procedure 17-1:
Obtaining Accurate Patient Billing Information
Objective: Obtain accurate billing information from patients.
Materials: Practice management system (PMS) software; new patient registration form; patient’s
health insurance card
Affective Behaviors: Affective behaviors provide a professional approach to a skill that enhances
the patient encounter. These behaviors may also display sensitivity to a patient’s rights and
enhance communication. Pay close attention to these skills, which will be in bold, italicized font.
Skills Assessment Requirements
Read and familiarize yourself with the procedure. Complete each procedure within a reasonable
amount of time, with a minimum of 85% accuracy.
Documentation
Use the area below for any documentation needed to complete the procedure.
Procedure_14-1 to 19-2.indd Page 43 26/04/17 9:40 AM f-0046-new /206/PH03233/9780134473062_BEAMAN/BEAMAN_PEARSON_COMPREHENSIVE_MEDICAL_ASSISTING_ ...
Name: ________________________________________
Date: _________________________________________
POINT VALUE
✦ = 3–6 points
✶ = 7–9 points
GRADED
TRIAL
# 1
GRADED
TRIAL
# 2
NOTES
1. ✦ Open the computerized practice
management system to the screen
to add a new patient or to the
patient’s existing account screen.
2. ✦ Ask the patient for the completed
patient registration form, which
would have been mailed out
before the visit or given to the
patient upon arrival to complete.
3. ✶ Read the information on the
registration form and ask the
patient to clarify any unclear or
missing information. Be sure to
verify the name, address, and
phone number of the person
financially responsible for the
account. Repeat back to the
patient any information they
giveyou.
4. ✶ Ask the patient for the medical
insurance card and scan it into
the PMS if a card scanner is used
by the oce. (See the chapter
titled “Computers in the Medical
Oce.”) If the oce does not use
a card scanner, manually enter the
insurance company name, policy
number, policyholder name, and
claims mailing address into the
corresponding screen in the PMS.
Procedure_14-1 to 19-2.indd Page 44 26/04/17 9:40 AM f-0046-new /206/PH03233/9780134473062_BEAMAN/BEAMAN_PEARSON_COMPREHENSIVE_MEDICAL_ASSISTING_ ...
Name: ________________________________________
Date: _________________________________________
POINT VALUE
✦ = 3–6 points
✶ = 7–9 points
GRADED
TRIAL
# 1
GRADED
TRIAL
# 2
NOTES
5. ✶ If the patient has an existing
account in the PMS and does
not need to complete an updated
patient registration form, review
the existing information. Read the
information to the patient and ask
them to verify it, such as:
•   Do you still live at 123 Main 
Street?
•   Is your phone number 
555-123-4567?
•   Is your insurance plan XYZ?
•   Do you have any other medical 
insurance?
6. ✦ Refer to the chapter titled
“Medical Insurance,” Procedure
14-3 Verifying Eligibility to
verify the patient’s insurance
information.
GRADING
Points Earned
Points Possible 45 45
Percent Grade (Points Earned/
Points Possible)
PASS: ❑ YES
❑ NO
❑ N/A
❑ YES
❑ NO
❑ N/A
Instructor Sign-O
Instructor: ________________________________________ Date: _______________________________
Procedure_14-1 to 19-2.indd Page 45 26/04/17 9:40 AM f-0046-new /206/PH03233/9780134473062_BEAMAN/BEAMAN_PEARSON_COMPREHENSIVE_MEDICAL_ASSISTING_ ...
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Completed 13 March 2021

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