Phone: 1-800-624-8832 | Email: hsms.support@henryschein.com | Help Center
Blog
Mar 28

PM & EMR Tips and Tricks

Q1 2022: MicroMD PM & EMR Tips and Tricks

There are a variety of interesting tricks when using any software program, and MicroMD is no exception. Some of the following useful tips could help save you time and improve your financial bottom line. Let’s learn more.

PM: Resetting Claim Status in Bulk

At times, you may need to reset your claims status in bulk. Below are the steps to follow.

  1. Select Claims > Claims Processing – EB from the main menu.

OR

Select Claims > Claims Processing – Paper from the main menu.

    1. Select the appropriate Form Type from the drop-down.
    2. From the Date Type section, click the Filed option and select the appropriate Filed Date range for the claims you want to reset.
    3. In the Claim Status section, remove the check marks next to Print and Hold.
    4. Place a check mark next to Processed.
    5. Click the Search button on the window. MicroMD PM displays a list of all claims for that Form Type that were filed during the date range you specified. These claims are marked as Processed.
    6. To change the Status of all the claims selected:
      • a. Click the Claim Status Reset icon () on the Task Pane.
      • b. Select the Print option and click the Reset button.
      • c. Click Yes or No to confirm that you want (or do not want) to reset the status of the selected claims.

The Claim Status will then change to the status you selected.

PM: Standard Adjustment Codes

In MicroMD PM, write-offs are used to reduce balances, while Adjustments are used to correct an entry to a payment, write-off, or charge. It could increase or decrease a balance depending on the code.

Here are some helpful hints for standard MicroMD adjustment codes.

Procedure Code Description Type POS Action on Patient Account
41 – Adjust to Reduce charge CREDIT CR Patient balance DECREASES (-)
42 – Adjust to Increase Payment CREDIT CR Patient balance DECREASES (-)
*43-98 – Write-off [User description] CREDIT W1 Patient balance DECREASES (-)
100 – Adjust to Refund CREDIT RR Patient balance DECREASES (-)
101 – Adjust to Reduce Payment DEBIT PR Patient balance INCREASES (+)
102 – Adjust to Increase Charge DEBIT CI Patient balance INCREASES (+)
103 – Refund DEBIT R1 Patient balance INCREASES (+)
104 – Adjust to Write – off DEBIT WR Patient balance INCREASES (+)
106 – Adjust Insurance Take Back DEBIT PR Patient balance INCREASES (+)Add your Table Here

*Codes 43-98 can be used for various write-offs. Examples include Insurance, Bad Debt, Courtesy, Goodwill

Special NOTE: Before you click the ‘SAVE’ option, verify your balance on that sequence! If it is not correct, simply cancel out and re-do.

EMR: Copy a Common List to Any User

Did you know that you can copy a common list to any user?

Please note, you will need to make sure your common list includes all data that you want to be able to make available to other users within your practice.

From you Desktop go to Tools > Common List Builder

In this area you have two options:

1. You can select Copy All To, which will copy all your common list to the user(s) OR
2. You can highlight a specific common list and Copy that Common List only to the user(s)

Note: You will need to make sure that in the EMR Manager you have the additional function added Copy All Common Lists To

Below you will see the options, when you select Copy All To, it will copy all of your Common List Data, if you Select Copy To, it will only Copy the Common List you are highlighted on.

When you select either option, a box opens and you can then select the individual(s) to whom you want to send the Common List(s) to.

EMR: How to Easily See Trending Patient Labs

You can easily see how a patient’s labs are trending when viewing lab results in MicroMD EMR. Here’s how.

From Test Results on the Desktop highlight patient, right click and select View Grouped

Then right click on a lab and select View Patient Labs

This will open Laboratory Results in the Medical Information Viewer

About The Author

Leave a reply

Your email address will not be published. Required fields are marked *