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1 ADMINISTRATIVE MEDICAL ASSISTING Textbook: Administrative Medical Assisting, 7 th Edition by Linda L. French & Marilyn T. Fordney Website Activities: StudyWARE Online Practice Software linked to the book. WEEK CHAPTER OBJECTIVES ASSIGNMENTS & TESTS 1 Chapter 1 A Career as an Administrative Medical Assistant o Use Internet to look up key terms and hear pronunciations. o Prioritize a task list to practice time management. o Develop a medical practice Read pp For pronunciation of key terms, go to: Webster.com. 2 Chapter 2 The Health Care Environment: Past, present, and Future 3 Chapter 3 Medicolegal and Ethical Responsibilities survey. o Direct patients to specific hospital departments. o Refer patients to the correct physician specialist. o Determine basic skills needed by the administrative medical assistant. o Demonstrate proper procedure to release patient information. o Complete an authorization form to release medical records. o Compose a letter of withdrawal. o Compare state-specific advance directives. Read pp Read pp Chapter 4 The Art of Communication o Demonstrate active listening skills by following guidelines. o Develop skills to communicate with: *Children *Older Adults *Visually Impaired *Speech-impaired patients *Patients who have an impaired level of learning *Anxious patients *Angry patients Office Procedures Page 1 Read pp

2 5 Chapter 5 Receptionist and the Medical Office Environment 6 Chapter 6 Telephone Procedures 7 Chapter 7 Appointments *Patients family members and friends o Communicate with the health care team. o Demonstrate body language. o Demonstrate steps in opening the office. o Assist patients with in-office registration procedures. o Assist patient in preparing an application form for a disabled person placard. o Understand how to work at a computer station and comply with ergonomic standards. o Know how to prevent and prepare for fires in the workplace. o Learn how and when to use a fire extinguisher. o Develop an emergency disaster plan. o Demonstrate the steps in closing the medical office. o Prepare and leave voice mail messages. o Take messages from an answering service. o Answer incoming telephone calls. o Place outgoing telephone calls. o Screen telephone calls. o Identify and manage emergency calls. o Handle a complaint from an angry caller. o Prepare an appointment sheet. o Schedule appointments and execute appointment procedures. o Schedule surgery, complete form, and notify patient. o Schedule an outpatient diagnostic test. Read pp Read pp Read pp Office Procedures Page 2

3 8 Chapter 8 Filing Procedures 9 Chapter 9 Medical Records 10 Chapter 10 Drug and Prescription Records 11 Chapter 11 Written Correspondence o File using a subject filing system. o Set up an filing system. o Organize a tickler file. o Determine filing units and indexing order to alphabetically file a patient s medical record. o Label and color-code patient charts. o Prepare, sort, and file documents in patient records. o Locate a misfiled medical record file folder. o Prepare and compile a medical record for a new patient. o Follow documentation guidelines to record information in a medical record. o Correct a medical record. o Abstract data from a medical record. o Use a Physician s Desk Reference on online source to spell and locate drug information. o Read and interpret a written prescription. o Record medication in a patient s chart and on a medication log. o Compose, format, key, proofread, and print business correspondence. o Proofread a business document. o Transcribe a dictated document. o Prepare documents for photocopying. Read pp Read pp Read pp Read pp Office Procedures Page 3

4 12 Chapter 12 Processing Mail and Telecommunications 13 Chapter 13 Fees, Credit, and Collection 14 Chapter 14 Banking o Operate a postage meter machine o Follow safety guidelines when handling large volumes of mail and suspicious mail pieces. o Open, sort, and annotate mail. o Prepare outgoing mail. o Complete Certified Mail and Return Receipt U.S. Postal Service forms. o Address a business envelope using U.S. Postal Service regulations. o Manage office mail. o Compose an message. o Prepare a fax cover sheet and send a fax. o Explain professional fees in an itemized billing statement. o Perform mathematical functions using a calculator. o Prepare and post a patient s account. o Prepare monthly itemized billing statements. o Establish a financial agreement with a patient. o Talk collection action, write off an uncollectible account, then post money from a collection agency. o Trace a skip. o Prepare a deposit slip. o Write a check using proper format. o Reconcile a bank statement. Read pp Read pp Read pp Office Procedures Page 4

5 15 Chapter 15 Bookkeeping 18 Chapter 17 Procedural and Diagnostic Coding 16 Chapter 18 Office Managerial Responsibilities 17 Chapter 19 Financial Management of the Medical Practice 24 Chapter 16 Health Insurance o Demonstrate knowledge in posting charges, payments and adjustments. o Demonstrate replenishing a petty cash fund. o Demonstrate knowledge in selecting correct procedure codes. o Demonstrate knowledge in selecting diagnostic codes. o o Demonstrate how to develop a complaint protocol, set up a staff meeting, and prepare a staff meeting agenda. o Develop and maintain an employee handbook, office policies manual, and inventory control. o Know how to prepare order forms and travel expense reports. o Demonstrate skills needed to post entries in accounts payable, write checks, and make payroll entries. o Complete the CMS-1500 Health Insurance Claim form using OCR Office Procedures Page 5 Read pp Read pp Read pp Read pp Read pp

6 Systems and Claim Submission 29 Chapter 21 Summary and Future Health Care Trends guidelines. o Discuss cultural influences that affect health care in the United States. o Name environmental factors that influence health care. o Describe how political influences affect health care. o List government mandates that have been included in health care reform to improve health. o List four indicators of a populations health o Identify goals to improve health care internationally. o Summarize future job prospects for medical assistants. Read pp Compose a report giving your opinion on what future healthcare trends will impact your job as a medical office assistant and how reforms will be beneficial or detrimental to your personal life. Office Procedures Page 6

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