Computers in
the Medical Office
Chapter 6:
Entering Charge Transactions
and Patient Payments
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6-2
Transaction Entry Overview
Charges are the amounts a provider
bills for services provided
Payments are monies received from
patients and insurance carriers in
exchange for services
Adjustments are changes to accounts
after the initial billing of charges
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Transaction Entry Dialog Box
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To Begin Entering a Transaction…
First, a patient’s chart number is
selected from the Chart drop-down list
Next, a case number is selected from
the Case drop-down list
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Entering Charges
Clicking the New button opens a new
line in which a charge can be entered
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Entering Charges
The date is entered by the program,
and corresponds to the Medisoft
Program Date in the lower right corner
of the screen
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Entering Charges
A procedure code (CPT) is selected
from the drop-down list in the
Procedure column
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Entering Charges
The program enters the charge amount
for the procedure, based on the
account code assigned to the patient
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Entering Charges
Other information entered includes:
Units
POS
Amount
TOS
Total
Allowed
Diag 1-4
M1
1-4
Co-pay
Provider
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Color Coding in Transaction Entry
Color codes are applied to the status of
a procedure charge
 No payment (gray)
 Partially paid (aqua)
 Overpaid (yellow)
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MultiLink Codes
MultiLink codes are related procedure
codes that are grouped together so
they can be entered with a single code
to save time
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Editing Transactions
Transactions already entered can be
edited simply by clicking in the field
that contains the error and entering
new data
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Payment Entry Overview
Patient payments, such as
copayments, are entered in the
Transaction Entry dialog box
Insurance payments are entered using
Medisoft’s Enter Deposit/Payment
feature, located on the Activities menu
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Entering Patient Payments
Patient payments are entered in the
Payments, Adjustments, and
Comments section in the lower half of
the dialog box
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Entering Patient Payments
The type of payment is selected from a
drop-down list of choices
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Entering Patient Payments
A drop-down list in the Who Paid
column identifies who is making the
payment
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Entering Patient Payments
Other information entered includes:
Date
Amount
Description Check
Number
Provider
Unapplied
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Applying Charges to Payments
After payments are entered, they must
be applied to the charge for which the
payment is being made
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Walkout Statements
Printed when a patient payment is
made at the time of the office visit
Clicking the Print Receipt button in
the Transaction Entry dialog box
produces a walkout statement
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