Medical Office Management

Instructions
Part 1:
Patient Ledger & Bank Deposit Slip
? Download from Doc Sharing the “PT Day sheet Ledger Template”.
? Work through the information provided in the template to fill in the ledger.
? Download the Bank Deposit Detail Template from Doc Sharing
? Fill in the bank deposit sheet using the information supplied on the bank deposit form

Part 2:
Write a 200 word script describing how you might coach a patient (Mr Rosen) during his first office visit. Advise him of a) the medical office policy regarding his responsibility, as the guarantor, for services rendered in your medical practice, b) the policy for releasing medical records, and c) another policy of your choice that demonstrates your understanding of office policy and the importance of properly coaching your patients.

Bank Deposit Template

Bank Deposit Detail

Payments

Bank Number By Check or PMO By Coin or Currency Credit Card

TOTALS
CURRENCY
COIN
CHECKS
CREDIT CARDS
TOTAL RECEIPTS
LESS CREDIT CARDS $
TOTAL DEPOSITS
DEPOSIT DATE FIRM

Patient Daysheet/Ledger

Blackburn Primary Care Associates
1990 Turquoise Drive
Blackburn, WI 12345
(123) 456-7890 / (123) 456-7898

Patient Name:
Patient Address:
City State Zip Code
Home Phone Cell Phone:
Email MR#

Entry Date Reference Service Charge Payment Adjustment Previous Balance Current Balance

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