How to use TPOCS to Generate a Bill

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TPOCS Functions - Accounting
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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

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Objectives

• Provide Overview of Accounting Functionality
• Review General Ledger Activities
• Review Adjustment Activities
• Discuss TPOCS Line Item Posting
• Process for Creating a Secondary Bill

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Hands-On Exercise

• Post to an Account
• Perform Write-Offs on an Account
• Process Adjustments to an Account
• Create a Secondary Bill

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TPOCS Process Flowchart
Data Integration
Billing
Accounting
Process Bills
Verify Files Interface to TPOCS
General Ledger Posting and Write-offs
Print Bills
Review Upload Report
Adjusting Accounts
Post Bills
Ad-Hoc Reporting
Create Secondary Bills
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Posting Bills
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Posting Bills

• 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

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Posting Bills

• 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 Bills cannot be duplicated in
  TPOCS, must be closed-out in G/L before the same
  bill can be re-generated

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TPOCS Functionality Select Bills
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Select Bills Screen

• 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

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General Ledger - Select Bills
The ten (10) columns in the G/L Select Posted
Bills Screen identify

• Control Number
• Bill Type
• Entry User
• Entry Source
• eTransmit

• DMIS ID
• FMP/SSN
• Last Name
• First Name
• Date Of Service

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General Ledger - Functionality
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General Ledger - Functionality

• 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

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General Ledger - Functionality
TPOCS G/L Screen is Divided into (7) Seven Areas
(1) General Posting Area (2) Insurance Area (3)
Pay In Full Area (4) Payment Area - Bulk
Payment - Percentage () Payment
(5) Write-Off Area - Bulk Write-Off (6)
Secondary Bill Area (7) Adjustments Area
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General Ledger - Functionality

• Refresh Data Button is
• Used to reset a TPOCS session to the last
• saved session
• Available on the General Ledger and
• Adjustments screens

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General Ledger - Secondary Billing
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General Ledger - Secondary Billing

• Secondary Bills are automatically generated
• Secondary account links to original Control
  A06-5074
• Secondary Bill account Control Number contains
  original number and alpha on the end A06-5074A

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General Ledger - Secondary Billing

• (6) Secondary Bill Area
• Billing Control Number
• Procedure Code
• CPT Modifier
• Debit Amount

• Credit Amount
• Balance
• Insurance Company Billed
• Policy ID

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Adjustments
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Adjustments

• Adjustments Area functionality allow TPOCS
• user to
• Make adjustments to patient accounts per line
  item charges
• Only transaction code(s) can be assigned

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Adjustments

• 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

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??? QUESTIONS ???