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Introduction to TPOCS Accounting
UBO/UBU Conference - TPOCS - 22-25 March 20101
TPOCS Functions - Accounting
Introduction to TPOCS Accounting
UBO/UBU Conference - TPOCS - 22-25 March 20102
Classroom Rules
Please
• TURN Cellular Phones/Pagers to VIBRATE or OFF• DO NOT Check Emails or Surf Internet During Class
Sessions• Be Courteous To Others - NO SIDE BAR
CONVERSATIONS - PLEASE• Ask Questions When Prompted By The Instructor
We Thank You for Cooperating
Introduction to TPOCS Accounting
UBO/UBU Conference - TPOCS - 22-25 March 20103
Provide Overview of Accounting Functionality Review General Ledger Activities Review Adjustment Activities Discuss TPOCS Line Item Posting Process for Creating a Secondary Bill
Objectives
Introduction to TPOCS Accounting
UBO/UBU Conference - TPOCS - 22-25 March 20104
Hands-On Exercise
Post to an Account Perform Write-Offs on an Account Process Adjustments to an Account Create a Secondary Bill
Introduction to TPOCS Accounting
UBO/UBU Conference - TPOCS - 22-25 March 20105
Data IntegrationData Integration Billing AccountingAccountingAccountingAccounting
Review Upload Report
Process Bills
Print Bills
Post Bills
General Ledger Posting General Ledger Posting and Write-offsand Write-offs
General Ledger Posting General Ledger Posting and Write-offsand Write-offs
Adjusting AccountsAdjusting AccountsAdjusting AccountsAdjusting Accounts
Verify Files Interface to TPOCS
Ad-HocReporting
Create Secondary BillsCreate Secondary BillsCreate Secondary BillsCreate Secondary Bills
TPOCS Process Flowchart
Introduction to TPOCS Accounting
UBO/UBU Conference - TPOCS - 22-25 March 20106
Posting Bills
Introduction to TPOCS Accounting
UBO/UBU Conference - TPOCS - 22-25 March 20107
Assigning payments or postings to accounts in TPOCS is performed in the Accounting module using the General Ledger
A bill must be printed or electronically transmitted in order to be ready for posting
Posting Bills
Introduction to TPOCS Accounting
UBO/UBU Conference - TPOCS - 22-25 March 20108
A bill that has been posted to the General Ledger (G/L) will no longer be available in the Billing module of TPOCS
Type 1 - Clinic Bill’s cannot be duplicated in TPOCS, must be closed-out in G/L before the same bill can be re-generated
Posting Bills
Introduction to TPOCS Accounting
UBO/UBU Conference - TPOCS - 22-25 March 20109
TPOCS Functionality Select Bills
Introduction to TPOCS Accounting
UBO/UBU Conference - TPOCS - 22-25 March 201010
The TPOCS Select Bills Screen in the G/L: Lists all patients that have an open account in
TPOCS Allows the user to select bills that requires an
accounting activity Divided into ten (10) sort able columns
Select Bills Screen
Introduction to TPOCS Accounting
UBO/UBU Conference - TPOCS - 22-25 March 201012
General Ledger - Functionality
Introduction to TPOCS Accounting
UBO/UBU Conference - TPOCS - 22-25 March 201013
The General Ledger (G/L) in TPOCS: Allows the user to process claim for payments,
write-offs, and adjustments to patient accounts Account activity is tracked using Transaction
Codes A bill that has been posted to the G/L is will no
longer be available in the Billing module of TPOCS
General Ledger - Functionality
Introduction to TPOCS Accounting
UBO/UBU Conference - TPOCS - 22-25 March 201014
(1) General Posting Area(2) Insurance Area(3) Pay In Full Area(4) Payment Area - Bulk Payment - Percentage (%) Payment
TPOCS G/L Screen is Divided into (7) Seven Areas:
(5) Write-Off Area - Bulk Write-Off(6) Secondary Bill Area(7) Adjustments Area
General Ledger - Functionality
Introduction to TPOCS Accounting
UBO/UBU Conference - TPOCS - 22-25 March 201015
Refresh Data Button is: Used to reset a TPOCS session to the last saved session Available on the General Ledger and Adjustments screens
General Ledger - Functionality
Introduction to TPOCS Accounting
UBO/UBU Conference - TPOCS - 22-25 March 201016
General Ledger - Secondary Billing
Introduction to TPOCS Accounting
UBO/UBU Conference - TPOCS - 22-25 March 201019
Adjustments
Introduction to TPOCS Accounting
UBO/UBU Conference - TPOCS - 22-25 March 201020
Adjustments Area functionality allow TPOCS user to: Make adjustments to patient accounts per
line item charges Only transaction code(s) can be assigned
Adjustments
Introduction to TPOCS Accounting
UBO/UBU Conference - TPOCS - 22-25 March 201021
The Adjustments function for TPOCS can be accessed one of (2) two ways:
Select directly from the TPOCS main screen As a part of the General Ledger processing
Adjustments
Introduction to TPOCS Accounting
UBO/UBU Conference - TPOCS - 22-25 March 201022
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