Charting
Appointments
Office
Medicare/insurance
Billing
100

Information that includes follow-up appointments, provider orders, instructions, educational resources, and financial account information

AVS (after visit summary)

100

The designed time frame for appointments based on the method of appointment durations.

matrix

100

Form that tracks the amount of inventory the office has and can be used to predict anticipated amounts needed based on the history.

inventory supply log

100

The amount that must be paid before benefits are paid by the insurance company.

Deductible

100

A report that lists outstanding balances that have not been paid by either the patient or the insurance payer.

aging report

200

The use of electronic information and telecommunication technologies to
support long-distance clinical healthcare, patient and professional health
education, and public health and health administration

Telehealth

200

Scheduling patients in groups with common medical needs.

clustering

200

Document that identifies how the provider will distribute and disclose a patient’s protected health information.

Notice of Privacy practices (NPP)

200

The percentage of the allowed amount the patient will pay once the deductible is met.

coinsurance

200

An organization that accepts the claims data from a health care provider, performs edits comparable to payer edits, and submits clean claims to the third-party payer.

clearinghouse

300

Healthcare Common Procedure Coding System codes that identify supplies and procedures not described by CPT codes

HCPCS codes

300

A type of scheduling in which two or more patients are scheduled within the same time slot.

Double-booking

300

Software used to electronically manage administrative functions, such as scheduling appointments, integrating patient documentation from electronic health records, coding, billing, and revenue cycle tasks such as running aging reports and managing the accounts receivable.

practice management system (PMS)

300

A set amount determined by the plan/payer that the patient pays for specified services, usually office visits and emergency department visits

copayment

300

Meeting the stipulated requirements to participate in the health care plan.

elegibility

400

Current Procedural Terminology codes that identify medical services and procedures performed by a provider.  

CPT codes

400

Scheduling two or three patients during a designated hourly time period (last 30 min of the hour, patients seen in order of arrival).

Wave Scheduling

400

The process of reviewing a patient's medical record (chart) for
completeness, accuracy, compliance, and to ensure documentation
supports the services billed

Chart review

400

A federal agency that oversees the Medicare program and assists states with Medicaid programs.

CMS (centers for Medicare and Medicaid services)

400

A tool that allows for a submission of the coded visit to the insurance company by participating providers for reimbursement decisions by third-party payers while the patient is present.

real time adjudication (RTA)

500

International Classification of Diseases, 10th revision, Clinical Modification (ICD-10-CM) codes based on the provider’s diagnosis (why the patient is in need of medical services).

diagnosis codes

500

Patient who received same-provider services within the last 3 years.

established patient

500

The entire process of managing claims processing, payment, and revenue generation.

revenue cycle

500

Approval of insurance coverage and necessity of services prior to the patient receiving them.

preauthorization

500

A record of the diagnosis and procedures covered during the current visit; also known as superbill.

encounter form

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