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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