Medical Office Assistant · Medical Economics, Billing, and Coding

Patient Accounts, Charges, Payments, and Adjustments

On this page 3 sections
  1. Quick check
  2. Study tools
  3. Sources & references

Quick check

5 questions here, of 84 in this lesson’s practice set. Answers stay hidden until you check.

Question 1 of 5foundational

In a medical office, what is a patient account?

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Question 2 of 5foundational

What is the primary purpose of maintaining an accurate patient account?

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Question 3 of 5foundational

Why is each patient account assigned a unique account number?

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Question 4 of 5intermediate

Who is the guarantor on a patient account?

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Question 5 of 5intermediate

A parent brings a 6-year-old patient in for care. According to standard office practice, how is the account typically set up?

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Practice all 84

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Study tools & related lessonsYou’ll learn to · Related

You’ll learn to

  • Describe the purpose and components of a patient account and its role in the revenue cycle.
  • Post charges, payments, and adjustments accurately to patient accounts following office policy.
  • Explain how charges, payments, and adjustments each affect an account balance.
  • Recognize discrepancies, credit balances, and unusual account activity and escalate them to qualified staff.
  • Apply reconciliation and cash-handling safeguards when processing patient payments.

Sources & references

  1. Centers for Medicare & Medicaid Services — CMS.gov
  2. American Health Information Management Association — AHIMA - Health Information and Coding
  3. AAPC — Medical Coding and Billing

This lesson was adapted from the open educational references above; their licenses and attributions are preserved. See Copyright & Licensing.

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