Maintaining a Bookkeeping System
Exam Questions with Correct Answers
Pegboard system - ANSWER-also called the write-it-once system; a method of tracking
patient accounts that allows the figures to be proved accurate through mathematic
formulas
Pegboard system encompasses what series of records? - ANSWER-day sheet, or daily
journal, statement- receipt, charge slip, and ledger card
day sheet or daily journal records? - ANSWER-all patients seen, all charges incurred
and all payments received
Each day sheet provides a total column which can be used for? - ANSWER-bank
deposit slips, a business analysis summary, a section for daily and monthly account
totals, a proof of posting section for verifying that account totals are accurate
Statement- receipt - ANSWER-contains information on past due balance, charges for
treatment, payment received, and current balance
The statement receipt can be given to the patient to provide? - ANSWER-to provide a
record of payment or of balance due
Superbill - ANSWER-a three layer form that notes all the previous information as well as
specific services and corresponding insurance code numbers.
The superbill serves as a? - ANSWER-Serves as a statement for the insurance
company.
The copy to the patient is to serve as? - ANSWER-To serve as a payment receipt, a
record of treatment or services, a bill for the balance due on the account, and an
appointment card if another appointment is scheduled.
Charge slip - ANSWER-they are a part of the statement-receipt record
What is entered at the top of the slip? - ANSWER-his or her name is entered
When the section of the record is torn off where is it attached? - ANSWER-It is attached
to the patients chart
The physician notes what on the slip? - ANSWER-Notes the treatments and charges,
while treating the patient
Exam Questions with Correct Answers
Pegboard system - ANSWER-also called the write-it-once system; a method of tracking
patient accounts that allows the figures to be proved accurate through mathematic
formulas
Pegboard system encompasses what series of records? - ANSWER-day sheet, or daily
journal, statement- receipt, charge slip, and ledger card
day sheet or daily journal records? - ANSWER-all patients seen, all charges incurred
and all payments received
Each day sheet provides a total column which can be used for? - ANSWER-bank
deposit slips, a business analysis summary, a section for daily and monthly account
totals, a proof of posting section for verifying that account totals are accurate
Statement- receipt - ANSWER-contains information on past due balance, charges for
treatment, payment received, and current balance
The statement receipt can be given to the patient to provide? - ANSWER-to provide a
record of payment or of balance due
Superbill - ANSWER-a three layer form that notes all the previous information as well as
specific services and corresponding insurance code numbers.
The superbill serves as a? - ANSWER-Serves as a statement for the insurance
company.
The copy to the patient is to serve as? - ANSWER-To serve as a payment receipt, a
record of treatment or services, a bill for the balance due on the account, and an
appointment card if another appointment is scheduled.
Charge slip - ANSWER-they are a part of the statement-receipt record
What is entered at the top of the slip? - ANSWER-his or her name is entered
When the section of the record is torn off where is it attached? - ANSWER-It is attached
to the patients chart
The physician notes what on the slip? - ANSWER-Notes the treatments and charges,
while treating the patient
