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 is calculated correctly.

1. Star Collins, a private pay new patient, saw Dr. Practon for a Level V office visit. Locate the correct CPT code and corresponding charge in the fee schedule (Evaluation and Management section). Post the charge 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.

tar Collins

DATE	REFERENCE	DESCRIPTION	CHARGES		CREDITS				BALANCE
					Pymnts		Adj
		BALANCE FORWARD
5-25-2021	99205	NP OV level 5	132	28					132	28
5-28-2021	99212	OV, Level 2	20	50					152	78

1. Helen Rice was seen as a new patient on 1/16/XX 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.

2. . One month later the patient pays the collection agency $150 and the agency sends check No. 9876543 to the office. Post the agency check on the patient's ledger, reverse the adjustment by $150, and indicate, account closed in the balance column.

Helen Rice

DATE	REFERENCE	DESCRIPTION	CHARGES		CREDITS				BALANCE
					Pymnts		Adj
		BALANCE FORWARD
1/16/XX	99205	NP OV level V	132	28					132	28
1/23/XX	99214	Est Pt OV level 4	61	51					193	79
1/30/XX	99213	Ext Pt OV level 3	40	20					233	99
2/1/XX	Billed pt	Please pay balance due							233	99
3/1/XX	Billed pt	Account is overdue please pay balance							233	99
4/1/XX	Billed pt	Final notice. If payment is not received in 5 days, your account will be sent to a collection agency							233	99