Maintaining a Bookkeeping System
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? - answerto provide a
record of payment or of balance due
Superbill - answera three layer form that notes all the previous information as well as
specific services and corresponding insurance code numbers.
The superbill serves as a? - answerServes as a statment for the insurance company.
The copy to the patient is to serve as? - answerTo 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 - answerthey are a part of the statement-receipt record
What is entered at the top of the slip? - answerhis or her name is entered
When the section of the record is torn off where is it attached? - answerIt is attached to
the patients chart
The physician notes what on the slip? - answerNotes the treatments and charges, while
treating the patient
The slip is given back to the receptionist to do what? - answerSo they can post charges
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? - answerto provide a
record of payment or of balance due
Superbill - answera three layer form that notes all the previous information as well as
specific services and corresponding insurance code numbers.
The superbill serves as a? - answerServes as a statment for the insurance company.
The copy to the patient is to serve as? - answerTo 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 - answerthey are a part of the statement-receipt record
What is entered at the top of the slip? - answerhis or her name is entered
When the section of the record is torn off where is it attached? - answerIt is attached to
the patients chart
The physician notes what on the slip? - answerNotes the treatments and charges, while
treating the patient
The slip is given back to the receptionist to do what? - answerSo they can post charges
