Electronic Health Record

Which 3 statements are correct regarding reconciling a bank account in QuickBooks Online?

- Bank accounts can be reconciled only if they are connected through bank feeds - Transactions added or matched in the Banking Center are automatically marked tentatively cleared - To begin the reconcile process, you need to enter the statement ending date and ending balance from the relevant bank statement

Which 3 of these statements regarding bank rules are true?

- Bank rules can be copied, edited, or deleted - Bank rules can automatically add transactions to the register - Bank rules can be prioritized

Which 3 options for customizing invoices can you access via the Custom form styles > Invoice template?

- Change invoice color scheme - Add a logo - Change invoice fonts

In which 3 cases would you use the "Add funds to this deposit" grid in a Bank deposit?

- When an employee reimburses the company - When a company doesn't record income using sales transactions (invoices or sales receipts), and wants to record deposits directly to income accounts - You receive a tax refund from the IRS

Which 3 statements are true about recording journal entries?

-When posting to the accounts receivable account, you must specify a customer -Total debits must equal total credits -You can post to multiple accounts receivable and/or accounts payable accounts in the same journal entry

Practice management software

1 software that stores patient information for use in billing, scheduling, patient calls, and registration 2. used for administrative tasks such as appointment scheduling and billing.

What are 2 features QuickBooks Time Elite has that Premium does not?

1. Ability to approve time before processing payroll 2. Ability to track time off

What are 3 benefits of the Pay down credit card feature?

1. It allows users to electronically pay their credit card balances from within QuickBooks Online2. It prevents miscategorization of credit card payment transactions3. It prevents common errors that affect the company's financial statements

Chief complaint

1. The main reason for the patient's visit. 2. The patient's stated primary reason for seeking treatment.

A lead bookkeeper in Teresa's firm recently retired. How does Teresa update the lead for her client in QuickBooks Online?

Clients > Select client > Edit > Team Access > Select new lead > Save

What are 4 status types that can be assigned to an estimate in QuickBooks Online?

Closed, Pending, Rejected, Accepted

CPOE

Computerized Provider Order Entry, an EHR function that facilitates automated prescribing.

Sarah would like to create a new custom management report for her client. How would she accomplish this?

Create a new template under Custom reports and save to Management reports

Which feature helps streamline the purchasing process once a customer approves an estimate?

Create purchase order from an estimate

Which common workflow error can cause duplicate expenses in QuickBooks Online?

Creating a bill to record a vendor expense, and creating a check to the vendor for the same expense

Your client would like to display negative numbers in red on their Profit and Loss report. Where can you select this option for them?

Customize > General

Electronic transcription

Data entry into the EHR using handwriting recognition, voice recognition, electronic sentence building, scanning, and other means.

Jane has just recorded customer payments against open invoices and does not see the payments on the Bank Deposit screen. What field should she review on the Receive payment screen?

Deposit to

Which 2 QuickBooks Online Payroll subscription levels include QuickBooks Time?

Elite and Premium

What are 2 ways to access the vendor credit screen in QuickBooks Online?

Expenses Center > New Transaction > Vendor Credit + New > Vendor Credit

When an excluded transaction is reinstated, which tab will it appear under?

For review

Which 2 forms related to employees and contractors do you need to file at year end?

Form 1099, Form W-2

Denise would like for all of her leads to save their notes in the Client details screen. Who would have access to these notes?

Full access team members

Josie's client is rapidly growing and needs to upgrade their current subscription level of QuickBooks Online. If Josie pays for the subscription, what steps will she take to upgrade her client?

Gear > subscriptions and billing > billing details > upgrade

Undoing the reconciliation allows you to start over so that you can find the discrepancies. Where would you navigate to undo a prior reconciliation as an Accountant user?

Reconcile > History by account > Down arrow > Undo

Which report can be viewed to provide some guidance on how you can resolve transactions that are causing discrepancies when reconciling an account?

Reconciliation Discrepancy report

Where would you navigate in QuickBooks Online to generate a Balance Sheet report?

Reports > Business overview > Balance Sheet

How can you find the Exceptions to Closing Date report?

Reports > For my accountant

Heather just received a customer payment and selected Undeposited Funds as the Deposit to account. Later that day she created a deposit transaction to group all the payments taken to the bank. Where can she view what has been deposited?

Sales Center > All Sales > select Paid on the money bar

Brittany provides in-home hairstyling services to her clients and collects payment from them at the time of service. What type of transaction in QuickBooks Online allows her to record the sale and the payment on a single screen?

Sales receipt

Ledger

Screen that contains the amount owed and other billing details.

IRS guidelines require specific information to substantiate deductible automobile expenses. Which 3 items are included in the substantiation requirements?

Vehicle type, date placed in service, and total mileage (including business, commuting, and personal)

When can an Accountant user use the Write off invoices tool?

When a customer has outstanding invoices that will not be paid

Active patient

used to describe an established patient who currently sees the physician.

Structured data entry

1. Use of mouse clicks, touch-screen commands, or simple keystroke combinations to enter data that conform to a controlled vocabulary; structured data entry helps practitioners input a large amount of information efficiently and is appropriate for describing typical signs, symptoms, and other straightforward clinical facts and findings. 2. documentation that utilizes drop-down menus, radio buttons, and sentence builders.

A QuickBooks Online user wants Credit memos to automatically apply to open invoices. Where must the Automatically apply credits setting be turned on?

Account and Settings > Advanced > Automation

In which tab in the Banking Center do bills and receipts appear after they are added?

Banking

By default, all QuickBooks Online company files have tags turned on, but they can be turned off. Where would you go to disable this feature?

Banking > Tags > Settings > Disable

Which filter can be used to find a specific project when in the Work area?

Project name

Which report shows the book (purchase or cost) value of inventory items with quantity on hand?

Inventory Valuation Summary (or Detail)

Which 2 options are benefits of using the Close books feature?

It keeps track of any changes made to any transactions dated after the closing date It can prevent users from changing transactions in a closed period

What are 2 tools you can use to identify possible issues in a QuickBooks Online Company?

Journal entry and account and settings

Which 2 are QuickStart templates provided in the Work area for ProAdvisors to use when setting up a new project?

Monthly payroll and bookkeeping

Where would your client navigate within QuickBooks Online to see documents that you have shared with them?

My accountant > shared documents

Which statement about switching between Accountant and Business view is true?

Navigation labels may vary depending on whether you are in Business or Accountant view

What is the best practice sequence of steps to convert an estimate to a purchase order?

Open estimate > down arrow next to Create invoice > Copy to purchase order

Xavier wants to download an itemized invoice for the QuickBooks Online subscriptions on his preferred pricing account for last month. The statement can be downloaded in which 2 file types?

PDF and CSV

Which 2 statements are true about payment links in QuickBooks Online?

Payment links can be used anytime a client wants to sell a product to a customer Payment links can only be used when a client has an active QuickBooks Payments account

Which 2 team user roles have permission to view and search for apps using the Apps tab in QuickBooks Online Accountant?

Primary Admin, Full access

What user type is appropriate for nonprofit companies that need to provide reporting access to their board members?

Standard user

Liz's Liquor Depot wants to know the easiest way to let her customer know which invoices are still unpaid on their account. Which feature in QuickBooks Online can Liz use to easily provide this information to the customer?

Statement

Where do you go to change your Work notifications within QuickBooks Online Accountant?

Team > Your name > Edit > work notification

Interoperability

The ability to work with other systems. The ability of electronic systems to share information in compatible formats.

To keep track of her team, Esther has requested that the status of each task be updated in the Month-end review tabs. What are the 3 status options?

To do Waiting Done

The first stage of the month-end process is reviewing transactions and recognizing any possible issues. Which are 2 open issues that you can view from the Transaction review tab?

Transactions without accounts Transactions posted to the wrong period

Which tool in the Accountant Tools helps you clean up uncollectible balances from customers?

Write off invoices

Which statement is true about the Transfer feature?

You can use a transfer to pay bills directly

Which 2 of these options are benefits of using the Recurring transactions feature in QuickBooks Online?

You can use recurring Sales receipts with QuickBooks Payments You can make a Receive payment transaction recurring

What are 2 limitations of the Reclassify transactions tool?

You cannot change the payment bank account when reclassifying expense transactions You cannot change the account for inventory adjustments

Anonymity

the patient's right to have private health data collected in such a way that it can never be linked to him or her.

Authentication

the process of determining whether the person attempting to access a given network or electronic health record (EHR) system is authorized to do so.

Daysheet

a daily business record of charges and payments

Copayment

a fixed fee paid by the patient at the time of an office visit

Minimum necessary standard

a key provision of the HIPAA Privacy RUle requiring that disclosures include no more than the amount of information necessary to accomplish a given purpose

Audit trail

a record that traces a user's access within the EHR system.

Drop-down menu

a secondary, related set of options displayed by holding the cursor over an entry on the main menu or by clicking to expand a list.

Password

a sequence of characters used to prevent unauthorized access to patient information contained in secure electronic files.

Radio button

a specialized graphic element that toggles on and off and is used when only one response is appropriate because two of these buttons cannot be depressed at the same time.

Check box

a specialized graphic element that toggles on and off. Often used when more than one answer could be used.

HIPAA 5010

a standard electronic format that speeds claims processing for physicians and suppliers

Secondary use

a use of health information for a business activity or other purpose that is not directly related to patient care

Consumer reporting agency

an agency that sells or cooperatively exchanges consumer information and history in areas such as credit and healthcare.

Laws

formal, enforceable rules and polices based on community standards of conduct.

Disclosure

giving access to, releasing, or transferring health information to another person or entity.

Covered entities

healthcare providers, health plans, and healthcare clearinghouses that transmit claims electronically.

What are the 3 ways to capture bills and receipts so that they can be matched to transactions and added to the bank feed?

mobile app, email, file upload

Consent

permission given to a covered entity for uses and disclosures of protected health information (PHI) for treatment, payment, and healthcare operations.

Where would you go to review your client's expense account to see if any transactions have been miscategorized?

reclassify transactions from accountant tool

Ethics

rules and standards of conduct that govern professional behavior and arise from our shared understanding of morality.

Field

space allocated on a form for specific numeric or text data

Retention period

the amount of time records must be kept in storage by a medical office.

Confidentiality

the patient's right and expectation that individually identifiable health information will be kept private.

Protected Health Information (PHI)

the patient's right and expectation that individually identifiable health information will be kept private.

Privacy

the patient's right to determine when, how much, and under what circumstances his or her medical information may be disclosed.