HCR 230 Understanding the Collection Process 

 You are working in a medical office and are helping train a new billing specialist about collections. You decide that a job aid in the form of a flow chart would be a useful tool.

Resources: Medical Insurance; and Microsoft® Help website

Refer to Microsoft® Help website (http://support.microsoft.com/) for questions related to creating a flow chart in Microsoft® Word.

Refer to Ch. 14 of Medical Insurance.

Create a flow chart, using Microsoft® Word, illustrating the sequence of basic steps in the collection process for patient accounts.

Write a 350- to 525-word script, below your flow chart, that could be used for a short instructional video to accompany the flow chart. The script must provide an overview of how to use the flow chart as a guideline for when dealing with collections on a patient account.

Include details about what to do at each step in the flow chart. The audience for the job aid and video is a medical office billing trainee.