JOB SKILL 15-1 Post Entries to Ledger Cards and Calculate Balances

Performance Objective Task: Locate procedure codes and fees in the fee schedule, then post charges, adjustments, payments, a negative balance, a refund check, and a returned check for NSF; calculate percentages, send an account to a collection agency, and post a check from a collection agency making correct notations and calculating running balances.

Directions with Performance Evaluation Checklist

There are various types of posting exercises within this job skill. Post all transactions on the following ledger cards using the current date or date referred to. Enter appropriate references and descriptions to post all transactions, then calculate a running balance. Note: Typically, when using a ledger card all transactions that occur on the same day are posted on one line. However, in this exercise (and when using a computerized system), each transaction is posted separately, line-by-line, to simplify the learning process and make sure that the addition of charges, subtraction of payments and adjustments, and the running balance are calculated correctly.

Star Collins Elizabeth Hooper Maria Sanchez Jason Barnes Brett Walker Edna Hargrove Beth Jones Helen Rice Gapher materials (equipment and supplies) listed under condions. 1. Star Collins, a private pay new patient, saw Dr. Practon for a Level V offlce visit. Locate the correct CPT code and corresponding charge in the fee schedule (Evaluation and Management section). Post the charpe in the correct column with proper reference and description and indicate the running balance. 2. Star returned 1 week later for a follow.up office visit (Level II). Make the correct notations, post the charge, and calculate a running balance. POST ADJUSTMENT AND WRITE OFF BALANCE DUE POST RETURN CHECK FOR NONSUFFICIENT FUNDS POST CHARGES AND PAYMENTS, CALCULATE PERCENTAGES, AND COMPUTE A NEGATIVE BALANCE - 110 - 11011014. Mer insurance is verifed, and is is deternined that they wall pay 85% of Dr, Practen's usual and customary fee for obstetric care. She pays by check (No. 79\$3) for 15% of the total obstetric fee. Post this payment to her ledger card and calculate the running balance. Do not post the charge for the 08 care; it will be posted at the time of delivery. Her ledoer will indicate a credit balance until the obstetric fee is posted. POST ON ACCOUNT SENT TO COLLECTION AGENCY AND MONEY RECEIVED FROM AGENCY - 16 / 161615. Helen Rice was seen as a new patient on 1/16/XCX and came in for two follow-up office visits. She was billed three times and the patient has not responded so today you send the account to the Collect 4U agency, Enter the proper reference and description on the ledger, then adjust the entire balance (subtract it from the running balance), circle it, and post a zero balance. 8 / 8 15. One moeth later the patient pars the collection agency $150 and the agency sends check No. 9876543 to the office. Post the agency check on the patient's ledper, reverse the adjustment by $150, and indicate, "account closed" in the balance column