Quick and Easy Data Entry
The PMA program gives you
eight ways to enter billing data, you
can choose one that best fits your needs. The initial billing, the first
billing, should be done on the Detailed Billing screen where you enter all of
the information required for insurance claims, such as procedure codes,
diagnostic codes, TOS and POS codes. After that you can use different screens to
enter data as they will use these codes as defaults on new billing slips.
If you are entering billing for a number of patients for a certain provider, a
fast way is to use the Provider's Ledger screen. The provider listed on
the Provider's Ledger screen will be the last one accessed. Here you can simply
type in the first few letters of the patient's name, press a key to get the full
name, enter a co-payment if any and then press a key or click on Post to post
the charge. It's that simple!
Another fast and simple way to enter billing is on the Provider's Schedule
screen. Find the correct date and time in the schedule, type in the first few
letters of the patient's name, press a key to get the full name, and then press
a key to post it.
The Fast Billing screen allows you to quickly enter a number of charges for the
selected patient and even print a statement.
The Fast Credits screen allows you to quickly enter a number of insurance
payments for the selected patient.
The Group Billing screen allows you to quickly enter the billing for all
patients that attend a group session.
The Batch Mode billing feature enables you to enter billing with a batch mode
identifier which contains the batch mode number and the name of the user who
entered the billing.
You can also use the Detailed Billing screen or the Billing Grid screen to enter
billing. However, the Billing Grid screen does not give you any computed
assistance, you must enter all fields manually, including updating the Patient's
record on the Patient's Grid screen.
If you use a Palm Pilot or Microsoft Outlook, you can send billing data to
PMA from Outlook. Select the entry in
Outlook's Calendar screen and send it to PMA
in iCalendar format. In PMA, when it tells
you that you have data from Outlook waiting, press a key on the Main Menu to
import the data. The billing data in Contact must start with an optional account
number identified by a pound sign and/or the patient's last name, comma, first
name space middle initial. The optional procedure code is enclosed in
parentheses. Examples of contact information sent to
PMA are:
#T01-C-91 John Smith (90801)
Smith, John (90801)
Smith, John
Once your billing data is in the database you can print reports, patient
statements, and insurance claim forms. Patient statements are intended to be
given to the patient (or the 'bill to' party) and claim forms are sent to the
insurance carriers. You may want to give a 'superbill' (a statement that
includes procedure and diagnostic codes) to the client and let them submit
claims to the insurance carriers.
Christy Doboszenski & Marge Mazzoni
Psychotherapy Billing Service,
St. Paul, MN
"PMA data
entry screens are easy to use"
This page was last updated on 09/20/2005