Job skill 13-2

Locate fees, calculate charges, subtract payments, and complete four cash receipt forms.

Job Skill 13-2: Complete Cash Receipts Complete Cash Receipts Name Date Score Performance Objective Task: Locate fees, calculate charges, subtract payments, and complete four cash receipt forms. Conditions: Need: Computer with Internet connection Blank Form 51 (cahs receipts) Calculator Photocopy machine Pen Refer to: Practon Medical Group, Inc., Medical Practice Reference Material (fee schedule) Chapter 7, Table 7-1: Appointment and Patient Care Abbreviations Standards: Complete all steps listed in this skill in minutes with a minimum score of instructor.) (Time element and accuracy criteria may be given by Time: Start: Completed: Total: minutes Scoring: One point for each step performed satisfactorily unless otherwise listed or weighted by instructor. Directions with Performance Evaluation Checklist The following private-pay patients have paid in full for professional services, and their entries have been posted to their accounts. Locate the correct fees in the fee schedule, calculate charges, subtract payments, and fill out cash receipts. Make a copy of each receipt for Dr. Practon's file (which you can keep for your records). Give the original receipts to the instructor for grading; these originals in a real situation would be given to the patient for his or her records. . 1st Attempt 2nd Attempt 3rd Attempt Gather materials (equipment and supplies) listed under Conditions. 1. Use February 16 of the current year as the date of service on all cash receipts. 2. The first patient is Beth T. Hobson; record the last name first. 3. Refer to the number in the bottom right corner of the receipt, and insert it in the reference" column. /3 /3 /3 4. Beth Hobson is an established patient and had a Level I office visit. Locate the fee in the "fee schedule" and insert the amount above "Charges." Use correct abbreviations to list the description. /2 12 /2 5. She has no previous balance and pays in full by cash. Add the charge and subtract the payment to determine the current balance. 6. Indicate in *Other" area if the payment is by cash, or write "check" and check number /10 /10 /10 7. Follow steps 2 through 6 to locate fees, calculate charges, subtract payments, and produce a cash receipt for new patient Henry P. Morgan. He has a Level IV examination and pays in cash. /12 - 8. Follow steps 2 through 6 to locate fees, calculate charges, subtract payments, and produce a cash receipt for a Level II office consultation for Harriet F. Garber. She also had an electrocardiogram (see Medicine Section). Indicate both services above the "Description" column and add both fees to calculate total charge. She pays in cash. /15 - /15 --/15 / 9. Follow steps 2 through 6 to locate fees, calculate charges, subtract payments, and produce a cash receipt for established patient Carole V. Putnam. She has a Level III office visit and a two-view X-ray of her right wrist. Previous balance 550; she pays the account in full with check No. 4706. Add the previous balance to the total charges to determine the amount of the check. Complete within specified time. /48 /48 / Total points earned (To obtain a percentage score, divide the total points earned by the number of points possible.) /12 /12 148 BALANCE PREVIOUS BALANCE NAME Please present this slip to receptionist before leaving office PYMNTS ADI. DATE REFERENCE DESCRIPTION CHARGES CREDITS This is your RECEIPT for this amount This is a STATEMENT of your account to date a PRACTON MEDICAL GROUP, INC. 4567 Broad Avenue Woodland Hills, XY 12345-4700 Tel. 555-486-9002 Fax. No.555-488-7815 Thank You! ROA - Received on Account OT- Other NEXT APPOINTMENT 143 RB40BC-3-96 DATE REFERENCE DESCRIPTION CHARGES PYMNTS AD CREDITS BALANCE PREVIOUS BALANCE NAME This is your RECEIPT for this amount This is a STATEMENT of your account to date Please present this slip to receptionist before leaving office. PRACTON MEDICAL GROUP, INC. 4567 Broad Avenue Woodland Hills, XY 12345-4700 Tel.555-486-9002 Fax. No.555-488-7815 Thank You! ROA - Received on Account OT - Other NEXT APPOINTMENT 144 RB40BC-3-96 DATE REFERENCE DESCRIPTION CHARGES PYMNTS ADJ CREDITS BALANCE PREVIOUS BALANCE NAME This is your RECEIPT for this amount This is a STATEMENT of your account to date Please present this slip to receptionist before leaving office. PRACTON MEDICAL GROUP, INC. 4567 Broad Avenue Woodland Hills, XY 12345-4700 Tel.555-486-9002 Fax. No.555-488-7815 Thank You! ROA - Received on Account OT - Other NEXT APPOINTMENT 145 RB40BC-3-96 PYMNTS AD) DATE REFERENCE DESCRIPTION CHARGES BALANCE CREDITS PREVIOUS BALANCE NAME This is your RECEIPT for this amount This is a STATEMENT of your account to date Please present this slip to receptionist before leaving office. PRACTON MEDICAL GROUP, INC. 4567 Broad Avenue Woodland Hills, XY 12345-4700 Tel.555-486-9002 Fax. No.555-488-7815 Thank You! ROA - Received on Account OT - Other NEXT APPOINTMENT 146 RB40BC-3-96 Job Skill 13-2: Complete Cash Receipts Complete Cash Receipts Name Date Score Performance Objective Task: Locate fees, calculate charges, subtract payments, and complete four cash receipt forms. Conditions: Need: Computer with Internet connection Blank Form 51 (cahs receipts) Calculator Photocopy machine Pen Refer to: Practon Medical Group, Inc., Medical Practice Reference Material (fee schedule) Chapter 7, Table 7-1: Appointment and Patient Care Abbreviations Standards: Complete all steps listed in this skill in minutes with a minimum score of instructor.) (Time element and accuracy criteria may be given by Time: Start: Completed: Total: minutes Scoring: One point for each step performed satisfactorily unless otherwise listed or weighted by instructor. Directions with Performance Evaluation Checklist The following private-pay patients have paid in full for professional services, and their entries have been posted to their accounts. Locate the correct fees in the fee schedule, calculate charges, subtract payments, and fill out cash receipts. Make a copy of each receipt for Dr. Practon's file (which you can keep for your records). Give the original receipts to the instructor for grading; these originals in a real situation would be given to the patient for his or her records. . 1st Attempt 2nd Attempt 3rd Attempt Gather materials (equipment and supplies) listed under Conditions. 1. Use February 16 of the current year as the date of service on all cash receipts. 2. The first patient is Beth T. Hobson; record the last name first. 3. Refer to the number in the bottom right corner of the receipt, and insert it in the reference" column. /3 /3 /3 4. Beth Hobson is an established patient and had a Level I office visit. Locate the fee in the "fee schedule" and insert the amount above "Charges." Use correct abbreviations to list the description. /2 12 /2 5. She has no previous balance and pays in full by cash. Add the charge and subtract the payment to determine the current balance. 6. Indicate in *Other" area if the payment is by cash, or write "check" and check number /10 /10 /10 7. Follow steps 2 through 6 to locate fees, calculate charges, subtract payments, and produce a cash receipt for new patient Henry P. Morgan. He has a Level IV examination and pays in cash. /12 - 8. Follow steps 2 through 6 to locate fees, calculate charges, subtract payments, and produce a cash receipt for a Level II office consultation for Harriet F. Garber. She also had an electrocardiogram (see Medicine Section). Indicate both services above the "Description" column and add both fees to calculate total charge. She pays in cash. /15 - /15 --/15 / 9. Follow steps 2 through 6 to locate fees, calculate charges, subtract payments, and produce a cash receipt for established patient Carole V. Putnam. She has a Level III office visit and a two-view X-ray of her right wrist. Previous balance 550; she pays the account in full with check No. 4706. Add the previous balance to the total charges to determine the amount of the check. Complete within specified time. /48 /48 / Total points earned (To obtain a percentage score, divide the total points earned by the number of points possible.) /12 /12 148 BALANCE PREVIOUS BALANCE NAME Please present this slip to receptionist before leaving office PYMNTS ADI. DATE REFERENCE DESCRIPTION CHARGES CREDITS This is your RECEIPT for this amount This is a STATEMENT of your account to date a PRACTON MEDICAL GROUP, INC. 4567 Broad Avenue Woodland Hills, XY 12345-4700 Tel. 555-486-9002 Fax. No.555-488-7815 Thank You! ROA - Received on Account OT- Other NEXT APPOINTMENT 143 RB40BC-3-96 DATE REFERENCE DESCRIPTION CHARGES PYMNTS AD CREDITS BALANCE PREVIOUS BALANCE NAME This is your RECEIPT for this amount This is a STATEMENT of your account to date Please present this slip to receptionist before leaving office. PRACTON MEDICAL GROUP, INC. 4567 Broad Avenue Woodland Hills, XY 12345-4700 Tel.555-486-9002 Fax. No.555-488-7815 Thank You! ROA - Received on Account OT - Other NEXT APPOINTMENT 144 RB40BC-3-96 DATE REFERENCE DESCRIPTION CHARGES PYMNTS ADJ CREDITS BALANCE PREVIOUS BALANCE NAME This is your RECEIPT for this amount This is a STATEMENT of your account to date Please present this slip to receptionist before leaving office. PRACTON MEDICAL GROUP, INC. 4567 Broad Avenue Woodland Hills, XY 12345-4700 Tel.555-486-9002 Fax. No.555-488-7815 Thank You! ROA - Received on Account OT - Other NEXT APPOINTMENT 145 RB40BC-3-96 PYMNTS AD) DATE REFERENCE DESCRIPTION CHARGES BALANCE CREDITS PREVIOUS BALANCE NAME This is your RECEIPT for this amount This is a STATEMENT of your account to date Please present this slip to receptionist before leaving office. PRACTON MEDICAL GROUP, INC. 4567 Broad Avenue Woodland Hills, XY 12345-4700 Tel.555-486-9002 Fax. No.555-488-7815 Thank You! ROA - Received on Account OT - Other NEXT APPOINTMENT 146 RB40BC-3-96