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Getting Started with SimChart for the Medical Office
Access your SimChart for the Medical Office course:
1. Go to http://evolve.elsevier.com.
2. Log-in using your Evolve Username and Password.
3. Click on your SimChart for the Medical Office course.
Copyright © 2014 by Elsevier Inc. All Rights Reserved.
1
Evolve Info Panel
Use the Evolve Info Panel to access SimChart for the Medical Office, access grades for all
submitted assignments, and review resources in the Student Resource folder prior to class. The
Help button in the toolbar is a quick way to access Evolve Customer support if you are
experiencing technical issues.
Grades: Quick view of Assignment grades
• Access current course grade
• Review grades for submitted assignments
• View assignments left to complete
Course Calendar: View assignment due dates listed by
Instructor
SimChart for the Medical Office: Link to application
• Access Open and Graded Assignments
• Maintain front office calendar
• Document clinical care
• Code and bill patient encounters
• Practice documenting in the Simulation
Playground
Student Resources: Help guides for completing
assignments
• Quick Guides
• Job Readiness
• Portfolio Tips
Copyright © 2014 by Elsevier Inc. All Rights Reserved.
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Front Office, Clinical Care, Coding & Billing Practice Assignments
Use the following click path to access the Simulation Playground and complete the practice
assignments in order. Any documentation recorded in the Simulation Playground is not tied to
any instructor grading and should be viewed as a learning and practice environment to perform
tasks and improve your documentation skills while mastering the competencies.
1. Select the SimChart for the Medical Office link from the Evolve Info Panel.
2. Select the Simulation Playground button from the Open Assignments screen.
Copyright © 2014 by Elsevier Inc. All Rights Reserved.
3
Front Office Practice Assignment
Schedule Appointment for Henry Wright
Assignment Objectives
Search for a patient record.
Create a new patient.
Schedule patient appointment.
Competencies
• Execute data management using electronic healthcare records such as the EMR, ABHES 7-b.2,
CAAHEP V.P-5
• Manage appointment schedule, using established priorities, ABHES 8-c, CAAHEP V.P-1
• Perform basic keyboarding skills by locating the keys on a keyboard, ABHES 7-a.1
• Recognize office policies and protocols for handling appointments, ABHES 8-c, CAAHEP V.C-3
Assignment Description
Henry Wright, 43, has been experiencing mild chest pains for the past few weeks. He does not
go to a regular doctor but would like to begin seeing Dr. Martin as his primary provider. Create a
new patient record for Mr. Wright and schedule a 30-minute appointment for 1:30 p.m.
tomorrow.
Insurance: Blue Cross Blue Shield
SSN: 123-44-8875
Policy Holder: Henry G Wright
ID #: 444325
Group #: 34567GW
Date of Birth: June 7, 1971
Copyright © 2014 by Elsevier Inc. All Rights Reserved.
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Front Office Practice Assignment
How to Schedule an Appointment
1. Within the weekly calendar, click on a
time slot to open the New Appointment
window.
2. Select the Patient Visit radio button as
the Appointment Type.
3. Select New patient visit from the Visit
Type dropdown.
4. Document “Recurring mild chest pains”
in the Chief Complaint text box.
5. Select the Search Existing Patients radio button.
6. Using the Patient Search fields, search for Wright, Henry in the patient database. Searching
for a patient record confirms that patient does not already exist within the system.
7. Helpful Hint: Confirming a patient’s date of birth will help to ensure that you have located
the correct patient record.
8. Select Cancel to return to the New Appointment overlay.
9. Select the Create New Patient radio button.
10. Document Mr. Wright’s demographics, provider and insurance information from the
Assignment Description.
11. Click Save.
12. Select an exam room for the patient’s appointment using the Exam Room dropdown.
13. Confirm the correct appointment date or use the calendar picker to select the correct date.
14. Select a start and end time for the
appointment using the Start Time and
End Time dropdowns.
15. Type “New patient.” in the Description
text field.
16. Click the Save button. A confirmation
message will appear.
17. Click the OK button to proceed.
18. Mr. Wright’s appointment will be
displayed on the calendar.
Copyright © 2014 by Elsevier Inc. All Rights Reserved.
5
Front Office Practice Assignment
Post-EHR Workflow
• Since there are no Quiz questions or grading attached to the Simulation Playground, this is
the end of the Practice Assignment for the Front Office module.
• However, when taking an Open Assignment, your next step will be to select the Back to
Assignment link to return to the assignment description after documenting in the EHR and
select the Quiz tab to begin the question and answer section.
• After all of the Quiz questions have been answered and saved, click the Submit Assignment
button to submit the completed assignment to the Instructor view for auto-grading.
Remember: only the Quiz questions are automatically graded; your charting work must be
reviewed by your Instructor.
• To review the auto-grade for a submitted assignment, select the Graded Assignments tab
from the Assignment list and select the desired assignment. You will be able to review your
answers, any Instructor comments and your automatically-calculated grade for the Quiz
questions.
Copyright © 2014 by Elsevier Inc. All Rights Reserved.
6
Clinical Care Practice Assignment
Document Vital Signs, Allergies and Medications for Henry Wright
Assignment Objectives
Search for a patient record.
Create an encounter.
Document Vital Signs.
Document Allergies.
Document Medications.
Competencies
• Execute data management using electronic healthcare records such as the EMR, ABHES 7-b.2,
CAAHEP V.P-5
• Document accurately in the patient record, CAAHEP IX.P-7
• Document patient care, CAAHEP IV.P-8
• Organize a patient’s medical record, ABHES 8-b/CAAHEP V.P-3
• Maintain medication and immunization records, ABHES 9-g
Assignment Description
Henry Wright has arrived at the clinic for his first appointment with Dr. Martin. Mr. Wright is a
heavy smoker who exercises 1-2 times a week. He states that he feels his mild chest pains occur
most often during the late afternoon and evening before bed. He believes the pain to be
heartburn but it is concerned it might be due to worsening high blood pressure. He takes a
Lisinopril 5 mg po QD for hypertension. His vital signs are measured as T: 98.5°F (TA), P: 85 reg,
strong radial, R: 14 reg, BP: 170/90 left arm, sitting. Mr. Wright also states that he has a mild
food allergy to peanuts with hives and itching. Create a New Patient Encounter for Mr. Wright
and document his vital signs, allergies and medications in the patient record.
Address: 111 Meadowlark
Anytown, AL 12345
Home Phone: 123-337-9531
SSN: 123-44-8875
Emergency Contact: Martha Wright
Emergency Contact Phone: 123-858-7741
Employer: Anytown High School
Primary Provider: Dr. James Martin
Provider Address: 1234 Anystreet
Anytown, AL 12345
Date of Last Visit: 1/20/2011
Phone: 123-123-1234
Copyright © 2014 by Elsevier Inc. All Rights Reserved.
7
Clinical Care Practice Assignment
How To Complete Patient Demographics
1. To complete Mr. Wright’s patient registration, click on the
Patient Demographics icon and search for Wright, Henry.
2. Complete all three tabs with the information
provided in the Assignment Description.
3. Click Save Patient.
How To Create a Patient Encounter
1. Click the Office Visit tab in the Info Panel on the left side of the screen.
2. Select New Patient Visit from the Visit Type drop down menu.
3. Click Save.
4. The Allergies screen of the patient record will display for the new encounter.
How To Document Allergies
1. Click Add Allergy.
2. Select the Food radio button.
3. In the Allergen section, type
P and select Peanuts from
the dropdown menu.
4. Click on the Itching and
Hives checkboxes in the
Reactions section.
5. Click on the radio button
next to Mild in the Reaction
Severity section.
6. Click on the radio button
next Self in the Informant
section.
7. Click Save and then OK.
8. The allergy will be displayed in the Allergies record.
Copyright © 2014 by Elsevier Inc. All Rights Reserved.
8
Clinical Care Practice Assignment
How to Document Medications
1. Click on the Records button and select Medications from the dropdown menu.
2. Click on Add Medication.
3. In the Medication section, type Lisinopril and select Lisinopril
tablet – (Prinvil, Zestril) from the dropdown menu.
4. Click on the drop down menu in the
Strength section and click on 5.
5. Click on the drop down menu in the
Form section and click on Tablet.
6. Click on the drop down menu in the
Route section and click on Oral.
7. Click on the drop down menu in the
Frequency section and click on Daily.
8. Click on the radio button next to Active.
9. Click Save and then OK.
10. The new medication will be displayed
on the Medications record.
How to Document Vital Signs
1. Click on the Record button and select Vital Signs from the drop down menu.
2. Click on Add.
3. Enter 98.5 in the Fahrenheit field and click on Forehead from the Site drop down menu.
4. Enter 85 reg, strong in the Pulse field and click on Radial from the Site drop down menu.
5. Enter 14 reg in the Respiration field.
6. Enter 170 in the Systolic field, enter 90 in the Diastolic field, click on Left arm from the Site
drop down menu, click on Sitting from the Position drop down menu.
7. Click on Save and then OK.
8. The vital signs will be displayed on the Vital Signs record.
Copyright © 2014 by Elsevier Inc. All Rights Reserved.
9
Coding & Billing Practice Assignment
Post-EHR Workflow
• Since there are no Quiz questions or grading attached to the Simulation Playground, this is
the end of the Practice Assignment for the Clinical Care module.
• However, when taking an Open Assignment, your next step will be to select the Back to
Assignment link to return to the assignment description after documenting in the EHR and
select the Quiz tab to begin the question and answer section.
• After all of the Quiz questions have been answered and saved, click the Submit Assignment
button to submit the completed assignment to the Instructor view for auto-grading.
Remember: only the Quiz questions are automatically graded; your charting work must be
reviewed by your Instructor.
• To review the auto-grade for a submitted assignment, select the Graded Assignments tab
from the Assignment list and select the desired assignment. You will be able to review your
answers, any Instructor comments and your automatically-calculated grade for the Quiz
questions.
Copyright © 2014 by Elsevier Inc. All Rights Reserved.
10
Coding & Billing Practice Assignment
Post charges to the Superbill, Ledger, and Complete Claim for Henry Wright
Assignment Objectives
Search for a patient record.
Complete a Superbill .
Update a patient ledger.
Complete a claim.
Competencies
• Utilize computerized office billing systems, ABHES 8-w/CAAHEP
• Document accurately in the patient record, ABHES 4-a/CAAHEP IX.9-7
• Complete insurance claim forms, ABHES 8-u/CAAHEP VII.P-3
Assignment Description
Henry Wright has completed his visit with the physician and now the billing procedures need to
be done. The physician indicated that this was a new patient, detailed office with a diagnosis of
hypertension (ICD-9 401.1, ICD-10 I10). Complete the Superbill using the fee schedule to
determine the correct CPT code and charge amount for this visit. Complete the Ledger using
the information from the Superbill. Complete the Claim using the information from the Ledger.
Copyright © 2014 by Elsevier Inc. All Rights Reserved.
11
Coding & Billing Practice Assignment
How To Complete a Superbill
NOTE: The Clinical Care Practice Assignment must be completed before the Coding and Billing
Practice Assignment.
1. Click on the Coding & Billing Tab. Search for Wright, Henry. Click the radio button next to his
name and click on the Select button.
2. Select the correct encounter from the Encounters
Not Coded table and confirm the auto-populated
details.
3. Helpful Hint: The View Progress Notes and View
Fee Schedule links in the top right corner of the
Superbill provide information necessary in
completing the Superbill.
4. Click on the Fee Schedule link in the top right corner to obtain the charges for the NP
Detailed OV (99203).
5. Document “70.00” in the Today’s Charges field.
6. Document “70.00” in the Balance Due field.
7. Select the Same Name as Patient checkbox below the Insured Name’s field to indicate that
Mr. Wright is the insured patient for the visit.
8. Select the Same Address as Patient checkbox beneath the
Insured’s Address text box.
9. Select the Self radio button in the Patient Relationship to
Insured field.
10. Select the Single radio button in the Patient Status field.
11. Select the No radio buttons to indicate that the patient
condition is not related to employment or an accident.
12. Click the Save button and then OK.
13. Click the Next button to proceed to page two of the Superbill.
14. Select the ICD-10 radio button.
15. In the Rank 1 row of the Diagnoses box, document
“Hypertension I10”.
Copyright © 2014 by Elsevier Inc. All Rights Reserved.
12
Coding & Billing Practice Assignment
16. Document “1” in the Rank column for the
“Detailed” Office Visit and document the
corresponding CPT code “99203” in the New
column.
17. Click the Save button.
18. Click the Next button twice to progress to
the fourth/final page of the Superbill.
19. Scroll down and select the “I am ready to
submit the Superbill” checkbox.
20. Scroll down and select the Yes radio button
to indicate that there is a Signature on file.
21. Document today’s date in the Date field.
22. Select Save and then Ok.
How to Complete a Ledger
1. Select Ledger from the left Info Panel.
2. Search for Henry Wright using the Patient Search fields.
3. Select the radio button for Henry Wright and click the Select
button.
4. Confirm the auto-populated details in the header.
5.
6.
7.
8.
Document the current date in the Date column using the calendar picker.
Document “Henry Wright” in the Patient column.
Click the View Schedule link in the top right corner to determine the correct code and fee.
Helpful Hint: The View Fee Schedule link in the top right corner provides information
necessary in completing Coding & Billing assignments.
9. Document “99203” in the Service column.
10. Document “70.00” in the Charges column.
11. Document “0.00 ” in the Payment column.
12. Document “0.00” in the Adjustment column. The balance will auto-populate in the Balance
column and the total will auto-populate in the Total field below the grid.
13. Click the Save button.
Copyright © 2014 by Elsevier Inc. All Rights Reserved.
13
Coding & Billing Practice Assignment
How to Complete a Claim Form
1. Select Claim from the Info Panel and search for Mr. Wright.
2. Select the correct encounter and confirm the auto-populated details. Six tabs appear within
the claim: Patient Info, Provider Info, Payer Info, Encounter Notes, Claim Info and Charge
Capture. Review the auto-populated patient information and document any additional
information needed.
3. Click the Save button.
4. Click the Provider Info tab. Review the auto-populated information and document any
additional information needed.
5. Click the Save button.
6. Click the Payer Info tab. Review the auto-populated information and document any
additional information needed.
7. Click the Save button.
8. Click the Encounter Notes tab. Review the auto-populated information.
9. Select the Yes radio button to indicate that the HIPAA form is on file for Mr. Wright and
document today’s date in the Dated field. Document any additional information needed.
10. Click the Save button.
11. Click the Claim Info tab. Review the auto-populated information and document any
additional information needed.
12. Click the Save button.
13. Click the Charge Capture tab.
14. Document the patient encounter date in the DOS From and DOS To columns.
15. Document “99203” in the CPT/HCPCS column.
16. Document “11” in the POS column.
17. Document “1” in the DX column.
18. Document “1” in the Units column.
19. Document “70.00 ” in the Charge column. Document any additional information needed.
Copyright © 2014 by Elsevier Inc. All Rights Reserved.
14
Coding & Billing Practice Assignment
20. Select the “I am ready to submit the Claim” checkbox.
21. Click the Yes radio button to indicate there is a Signature
on file.
22. Document today’s date in the Date field.
23. Click on the Save button, then click on the Submit Claim
button.
24. A confirmation message will appear.
Post-EHR Workflow
• Since there are no Quiz questions or grading attached to the Simulation Playground, this is
the end of the Practice Assignment for the Coding and Billing module.
• However, when taking an Open Assignment, your next step will be to select the Back to
Assignment link to return to the assignment description after documenting in the EHR and
select the Quiz tab to begin the question and answer section.
• After all of the Quiz questions have been answered and saved, click the Submit Assignment
button to submit the completed assignment to the Instructor view for auto-grading.
Remember: only the Quiz questions are automatically graded; your charting work must be
reviewed by your Instructor.
• To review the auto-grade for a submitted assignment, select the Graded Assignments tab
from the Assignment list and select the desired assignment. You will be able to review your
answers, any Instructor comments and your automatically-calculated grade for the Quiz
questions.
Copyright © 2014 by Elsevier Inc. All Rights Reserved.
15