FINANCIAL AND INSURANCE MANAGEMENT
OPTO II is very integrated with OPTO I, the communications module. It helps you manage
the income area of your practice by replacing your manual daysheet, deposit slips, billing
statements, accounts receivable aging, ledgers, production records and patient financial
histories. Insurance management is a very integral part of this module.
Feeslip Entries
OPTO has a unique system for entering the services provided and the corresponding fees,
which eliminates using any code numbers and minimizes typing any numbers. A route slip is
printed before the services take place, which allows the doctor and the dispensary to
check which services were performed and mark a diagnosis code for the insurance form.
Your fee schedule is entered into the data base on a similar set of screens. There are
screens for general professional services, contact lenses, and ophthalmic materials. To
enter the charges for a comprehensive exam, the cursor (a blinking rectangle) is
positioned in the field next to the exam, the f key
is hit, and your normal fee automatically appears for use on billing statements, insurance
forms, the recall system, a doctor's production record, and a statistical analysis of your
practice. OPTO already knows the CPT code numbers and a full description of the services
provided for use in filling out the insurance form. The insurance form is then printed
quickly following all of the intricate rules of Medicare and Medicaid.
OPTO will automatically total all of the charges for you, calculate any applicable
sales taxes and allow you to enter a discount if you wish. You may override your usual fee
at any time by typing in another amount. These entries are usually made while the patient
is still in your office.
OPTO will calculate the correct amounts to charge VSP patients for frames and extras
and how much VSP is going to pay you. When insurance checks are received, you pay off the
patients which were billed to that plan. This is a great help to make sure you got paid
what you were due.
Updating Recall Information
As you leave this screen, you will be asked when the patient is to return for a
progress evaluation or a recall examination. You may also designate those patients to
receive a follow-up letter, contact lens booklet, service agreement and a future
appointment reminder. The information for your recall system and service agreement system
take about a second to enter and are automatically entered on the patient's record without
requiring a separate entry on that screen. OPTO will not let you leave the screen without
entering the recall date, which eliminates the possibility of forgetting to enter the
patient in the recall system. A walkout statement is then printed to give to the patient.
This shows the charges and payments in addition to the recall recommendations and the next
appointment date.