METRO TECHNOLOGY CENTERS MEDICAL ASSISTING GUIDEBOOK

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1 METRO TECHNOLOGY CENTERS MEDICAL ASSISTING GUIDEBOOK School Year

2 TABLE OF CONTENTS Welcome/Accreditations... 3 Statement of Employment Understanding...4 Health Careers Center Organizational Chart...5 Health Careers Center Staff...6 Medical Assisting Organizational Chart...7 Metro Tech Mission Statement/Vision/Commitment...8 Philosophy of Medical Assisting Program...9 Program Description/Vision Statement...10 Textbook List...11 Goals and Objectives Course Descriptions Progress Chart...17 Program/Course Outline Core Curriculum CMA Core Values, Code of Ethics, Creed...32 AAMA Article College Connection Tuition...37 Student Services, Assistance & Information Payment/Refund Policy...45 Voluntary Withdrawal, Dismissal, Student Organizations Procedures and Expectations Attendance and Grading Policies Student Affirmation Form...54 Assignment Procedure & Skill Lab Rules Monthly Contract...57 Testing Procedures...58 Career Major Completion...59 Drug Screening Drugs and Alcohol Use Clinical Requirements...64 Conflict Resolution...65 Discipline Procedure District Calendar...68 Library Information Student of the Year Wireless Devices...72 Complaint/Appeal Process Student Class Information Page 2 of 80

3 WELCOME The faculty of Metro Technology Centers (aka Metro Tech) Medical Assistant program wishes to congratulate you for being accepted in the program. A career in medical assisting is challenging and offers variety, job satisfaction, opportunity for service, and possibility for advancement. The skills acquired by the medical assistant can be carried all through life, and employment is readily available anywhere in the world that medicine is practiced. Although the medical assisting field will make many demands on you, the Metro Tech Medical Assisting program will prepare you to accept those demands. We hope you are ready to accept the challenge of hard work in learning about your chosen profession. The rules and regulations found in this information guide have been made to encourage self-discipline and to maintain high standards of the school from which you will graduate. It is the desire of the faculty that all students will succeed in this program. We are aware that there are times when things do not always go as we would like. If this happens with you, and if we can be of help please call on us. Faculty Members Tammy Kersey AAS, CMA (AAMA) - Instructor Deborah Kamphaus, M.Ed, MSN, RN - Director The Medical Assistant Program is accredited by: National Commission on Accreditation of Allied Health Education Programs (CAAHEP) 1361 Park Street Clearwater, FL Phone: Fax: Medical Assisting Education Review Board (MAERB) 20 N. Wacker Drive, Suite 1575 Chicago, IL Oklahoma Board of Career and Technology Education (OBCTE) 1500 West Seventh Ave. Stillwater, OK phone (405) , fax (405) Page 3 of 80

4 STATEMENT OF EMPLOYMENT UNDERSTANDING Medical Assistant Career Major I, understand that neither the instructor nor the institution will guarantee me a job upon graduation/completion from the Metro Technology Centers Medical Assistant career major. I know that I can increase my chances of employment by: Preparing an employment portfolio Practicing interview techniques Passing all certification exams Participating in professional organization for networking Demonstrating excellent employability skills during clinical practicum experience Maintaining excellent attendance at school and clinical assignments I am also aware that I can check the local newspaper, online, healthcare placement agencies and professional journals listing job opportunities. I understand that securing employment is my responsibility and that the training I have received at Metro Tech will enable me to meet the qualifications for an entry level position as a Medical Assistant. Student s Signature Date HCC-F-0356 Page 4 of 80

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6 TITLES OF ORGANIZATIONAL CHART Medical Assistant Director Tammy Kersey Administrative Assistant- Attendance (HCC) Twyla Miller HCC Site Counselor Lois T. Jones Instructional Assistant (HCC) Keely Ellsworth Administrative Specialist-Finance (HCC) Carolyn Johnson HCC Site Director Deborah Kamphaus HCC Lead Teacher/Assistant Director Brian Leaver Superintendent Dr. Elaine Stith Associate Superintendent of Instruction Dr. Dennis Portis Page 6 of 80

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8 MISSION Metro Technology Centers prepares people for successful employment and life in a global society. OUR VISION Metro Technology Centers enables students success in the workplace and in life by providing high quality instruction in design, flexible in delivery and adaptable to changing markets and requirements. We are recognized as a vital partner in creating individual, community and economic development in Oklahoma City. We manage our financial resources to ensure growth and sustainability of the District. We positively impact our community through s systematic commitment to public service and social responsibility. Our people are engaged, growing professional and are valued for their ongoing contributions to student success, their own growth and sustainability of the organization. We model ethic behavior and focus on continuous and breakthrough improvement of processes and work systems. OUR COMMITMENT To be the very best we can be at serving our students and stakeholders and to find joy in doing so. OUR CORE VALUES Customer-focused Learning-center Ethical in practice Innovative in delivery Dedicated to continuous quality improvement Willing to do whatever it takes HEALTH CAREER CENTER MISSION STATEMENT The HCC prepares people to be successful in Health Sciences and Life through continuous quality improvement. Page 8 of 80

9 PHILOSOPHY OF MEDICAL ASSISTING The Medical Assisting program functions within the Metro Technology Centers, and reflects the mission statement, vision statement and core values developed by the employees of the district. The purpose of the Medical Assisting program is to focus on producing a cross-trained, multi-skilled employee to meet the ever changing needs of industry. The delivery of health care has changed dramatically in the last two decades. Increasing health care costs have created a trend away from hospital-based treatment toward the delivery of care in physicians' offices and in outpatient centers. Although doctors have employed assistants in their practices for many years, computerization and technologic advances have created more opportunities for qualified medical assistants and increased their responsibilities; as a result, the need for those trained in this profession has grown. 1 The Medical Assisting program provides quality instruction. The curriculum is based on the minimum standards outlined by the American Association of Medical Assistants' Endowment and the American Medical Association Essentials for an accredited program. The program maintains a strong relationship with industry. It strives to include all entry-level competencies necessary for each student to successfully complete the program. The Medical Assisting program promotes the belief that flexibility is a key factor in achieving success in the world of work. With the redesign of health care delivery and more limitations of resources, we believe a proactive approach to preparing students for a successful career in Medical Assisting is essential. The Medical Assisting program provides a progressive environment, which is imperative in meeting the current technology of the health care industry. The Medical Assisting Advisory Committee provides input to ensure that the program is reflective of industry's advanced technology. The Medical Assisting program faculty promotes the development of a strong work ethic by enforcing regular attendance, promptness, dependability, and initiative. All Career and Technology Educational programs stress values, attitudes, and skills necessary to meet the client's needs. Our program strives to prepare diverse populations for successful employment in a competitive, global economy. The strength of all Health Occupations Education programs is in the clinical component, which enhances the classroom and laboratory learning experiences. The Medical Assisting program provides extensive externships in clinical and administrative areas of training. The opportunity for training in a specialty area is also provided. The Medical Assisting philosophy promotes the belief that students be prepared for a variety of job options when they have completed the program. 1 Mary E. Kinn, The Administrative Medical Assistant (Philadelphia: W.B. Saunders Company, 1993) Page 9 of 80

10 MEDICAL ASSISTING PROGRAM DESCRIPTION The medical assistants are multi-skilled health professionals specifically educated to work in ambulatory settings performing administrative and clinical duties. The practice of medical assisting directly influences the public s health and well-being, and requires mastery of complex body of knowledge and specialized skills requiring both formal education and practical experience that serve as standards for entry into the profession. Medical Assisting continues to be one of the fastest growing occupations. The Metro Technology Centers Medical Assisting program is a comprehensive program that combines classroom, laboratory and clinical experiences to ensure achievement of the entry-level competencies for the medical assistant. The curriculum includes courses in Anatomy and Physiology, Medical Terminology, Medical Law and Ethics, Human Relations, Clinical Procedures, Administrative Skills, Pharmacology, Clinical Laboratory and Professional Development. Students will participate in a clinical/administrative externship. The program is 10 months in length and approximately 1115 clock hours. Total approximate cost of the program is $4,900.00, which includes the admission fee, student fee, book/curriculum fee, uniform fee and graduation fee. Classes begin each year in August student could be accepted in October and January as seats come available. VISION STATEMENT OF MEDICAL ASSISTING In the rapidly changing health care industry, one versatile professional stands out, the Certified Medical Assistant. The Metro Tech Medical Assistant program is fully accredited by the Commission on Accreditation of Allied Health Education Programs (CAAHEP) and eligible for 42 college credits with Oklahoma City Community College (OKCCC), to apply toward and Associates of Applied Science Degree in Medical Assistant. Our vision is to develop quality program completers who will successfully complete the American Association of Medical Assistants (AAMA) National Certification examination. Page 10 of 80

11 BOOK LIST BOOK TITLE EDITION ISBN AUTHOR PUBLISHER FORMAT (PRINT OR ebook?) HIPAA (online) 2nd Saunders Elsevier online Todays Medical Assistant 2nd Bonewit-West Elsevier ebook Todays Medical Assistant (workbook) 2nd Bonewit-West Elsevier Text Anatomy and Physiology 8th Patton Thibodeau Elsevier/Mosby ebook Pharmacology Principles and App 3rd Fulcher Elsevier ebook Pharmacology Principles and App (wbk) 3rd Fulcher Elsevier Text Legal and Ethical Issues for Health Prof 3rd Aiken Elsevier ebook Sim Chart for the Medical Office 1st Elseiver Elseiver online Medical Terminology System 7th Gylys and Wedding FA Davis Text MA Notes Brassington FA Davis Text Coding Notes Andress FA Davis Text Lab Notes Hopkins FA Davis Text MS word 2010 Medical Professionals Beskee, Duffy Cengage Text From Patient to Payment 6th Newby McGraw Hill Text Northstar Learning Northstar online Page 11 of 80

12 PROGRAM GOALS AND OBJECTIVES I. Provide classroom instruction and externship experiences which promote professionalism. a. State the importance in understanding the scope of practice for the Medical Assistant b. Discuss the role of the Medical Assistant as a member of the health care team. c. Demonstrate the personal attributes that are required of a Medical Assistant. d. Explain accreditation, certification, and continuing education as they pertain to the professional medical assistant. II. III. IV. Provide opportunities for the development of effective communication skills. a. Explain the importance of effective communication skills. b. Transmit information using the communication cycle and channels of communication. c. Demonstrate the role of the Medical Assistant in producing written communications. d. Demonstrate proper telephone technique using listening and communication skills. Provide classroom instruction, laboratory experiences, and externships to develop entry-level competencies in Administrative Medical Assisting. a. Manage ambulatory care offices files. b. Schedule appointments using computer application and manual methods. c. Demonstrate database management concepts used in an ambulatory care setting. d. Function as a Medical Assistant in all areas of administration. Provide classroom instruction, laboratory experiences, and externship to develop entry-level competencies in Clinical Medical Assisting. a. Adhere to OSHA Bloodborne Pathogens Standards. b. Respond accurately to emergency situations in the ambulatory care setting. c. Assist the physician with all clinical procedures. d. Perform laboratory procedures in a medical office. e. Operate all clinical equipment in the medical office. Page 12 of 80

13 V. Provide learning experiences which allow the student to develop an awareness of legal responsibilities and ethical behavior of a medical assistant. a. Demonstrate the characteristics that are important for a professional Medical Assistant. b. Practice confidentiality and right to privacy as they relate to medical records. c. Define the Medical Assistant s role in legal issues. VI. VII. VIII. Provide classroom instruction and externships for achievement of entry-level competencies in managing the Medical Office. a. Develop an office procedures manual. b. Supervise medical office personnel. c. Assist in improving work flow and office efficiencies. d. Supervise the purchase and storage of office supplies. e. Complete an inventory of supplies. Provide classroom instruction and externship which promote the role of the Medical Assistant as a health educator. a. Prepare patient education materials. b. Present patient education materials. c. Explain physician orders to the patient. d. Arrange patient/community education workshops as needed. e. Train new personnel as outlined in the office procedures manual. Provide classroom instruction in accounting billing, and bookkeeping procedures which are necessary for effective management of office finance. a. Manage office practice insurance. b. Develop office staff salary schedules. c. Implement the ICD-9-CM and CPT coding system during the billing process. d. Process accounts payable and accounts receivable during the billing cycle. Page 13 of 80

14 COURSE DESCRIPTIONS Academic Life Skills 15 hours This course is designed to provide adult students the foundation needed for success in school while preparing for certification or licensure in the chosen healthcare field. Topics of instruction include time management, resource management, study techniques, test taking skills, communication, cultural diversity, ethics and professionalism. Medical Terminology 45 hours Medical Terminology course is designed to develop in the students a working knowledge of the language of medicine. Students acquire word building skills by learning prefixes, suffixes, roots and abbreviations. By relating terms to body systems, students identify proper uses of words in a medical environment. Knowledge of medical terminology enhances students ability to successfully secure employment or pursue advanced education in healthcare. Clinical Procedures I 120 hours The student will receive an overview of the Medical Assistant career. An emphasis will be placed on professionalism, history of the profession, human relations, OSHA guidelines, medical asepsis, vital signs, routine medical office procedures, emergency procedures, law, ethics, communication and documentation. Prerequisite: Acceptance to the Medical Assistant major or focus Clinical Procedures II 120 hours The student will demonstrate an understanding of such skills as maintaining the examination area, performing clinical lab tests, twelve lead electrocardiograph (ECG), patient instruction and minor office surgery. An emphasis is placed on the patient's physical examination and treatment procedures that are performed in a medical office setting. Prerequisite: Acceptance to the Medical Assistant major or focus Pharmacology for Medical Assistants 60 hours The student will identify sources, schedules and classes of drugs. The student will identify and interpret actions of drugs commonly used in a physician's office, accurately calculate drug dosage and identify appropriate medication routes. The student will follow the written, verbal and standing physician orders and properly prepare and administer using aseptic technique as required. Prerequisite: Acceptance to the Medical Assistant major Page 14 of 80

15 Anatomy & Physiology 120 hours Anatomy/Physiology is the study of the structural complexity of the human body and its intricate functional mechanisms. This course is taught as a laboratory science. Students will conduct scientific investigations and fieldwork using scientific knowledge and methodology that will enable them to make educated conclusions based on higher-level critical thinking and problem solving skills. The areas studied will be an integration of biology and chemistry and will include, but are not limited to: organization of the body, chemical basis for life, cells & tissues, integumentary system, skeletal system, muscular system, nervous system, endocrine system, blood, circulatory system, lymphatic & immune systems, respiratory systems, digestive system & metabolism, urinary system, and reproductive system. An emphasis should be placed on real-world applications, and activelearning exercises should be included along with laboratory experiences. Medical Insurance and Coding 54 hours This course presents information necessary to understand medical insurance form preparation as it is used in a medical clinic office. Students will demonstrate an understanding of legal issues regarding insurance claims, procedural and diagnostic coding, delinquent claims, problem solving, managed care systems, proper form preparation and several major types of insurance forms. Prerequisite: Acceptance to the Medical Assistant major Medical Assisting Applications 75 hours Students will use computer and word processing software to create, modify, store, retrieve and print documents. Word processing features include create, edit, print, format, spell check, thesaurus, file management, styles, merge and sort tables and graphics. This course is an introduction and overview with emphasis on learning and applying the mechanics of the software. Prerequisite: Acceptance to the Medical Assistant major Medical Law and Ethics 40 hours This course covers information necessary to understand the legal and ethical standards of the medical assisting practice. Students will demonstrate a knowledge of ethical issues, contracts, healthcare worker liability, medical litigation, drug regulations, discrimination issues, OSHA rules, bioethical issues, medical records, acceptable fees, and laws that may affect the health care professional. Emphasis is placed upon the settings that employ medical assistants. Prerequisite: Acceptance to the Medical Assistant major or focus Page 15 of 80

16 Administrative Medical Office Procedures 105 hours Students will apply the basic concepts and principles of medical office practices and procedures with entry-level proficiency in the performance of duties in the administrative medical office. Prerequisite: Acceptance to the Medical Assistant major Medical Informatics 45 hours The student will gain an understanding of the automated medical office by using a computerized medical office package. Included in this software package are billing, charge slips, scheduling, insurance form preparation and patient data storage. The student will demonstrate familiarity with methods and techniques used in literary research for medical professionals. The student will further be exposed to advanced Internet research. Prerequisite: Acceptance to the Medical Assistant major Medical Assisting Simulation 90 hours This course is designed to build upon previous knowledge from medical assistant course. The student will apply critical thinking skills for medical assistants to include the process of planning, managing and delivering care to patients. During this course, the student will schedule, prepare and assist in the care of a group of virtual patients' health care needs. An emphasis will be placed on communication skills in relation to patients and their families. The student will manage a simulated clinic including patient charts, inventories, billing, scheduling, insurance form preparation, coding and other administrative and clinical duties. A variety of teaching methods, learning activities, and computer research and practical simulations are utilized. Prerequisite: Acceptance to the Medical Assistant major or focus Medical Office Laboratory Procedures 75 hours This course is designed to introduce, prepare and ensure student competency in clinical lab skills required at an entry level position for a medical assistant. Students learn aseptic techniques, minor office procedures, basic diagnostic testing techniques, phlebotomy, patient assessment techniques and applications, along with various other techniques involving assisting a physician within the parameters of a medical office. Medical Assisting Externship 171 hours This course is designed to apply the knowledge and skills acquired in previous medical assistant courses to the clinical site. Externship assignments are scheduled to provide students with adjunct faculty and supervised experience in performing the skills and competencies of a medical assistant in a physician's office. Students will accept accountability and responsibility for their own behavior while in the learning environment and will practice within the clinical and legal framework of the profession of medical assistant. Prerequisite: Acceptance to the Medical Assistant major. Page 16 of 80

17 MEDICAL ASSISTANT PROGRAM PROGRESS CHART YEAR STUDENT NAME STUDENT ID LEVEL 1 PROGRAM ENTRANCE DATE: / / (16 WEEKS) LEVEL 1 CALCULATED COMPLETION DATE: / / Metro Tech Course # Semester 1 Level 1 Course College Course # Date Course Began Date Course Completed Grade Course Substitution Academic Life Skills (15 hrs.) MDL 1010 Medical Terminology (45 hrs.) AHP 1013 MDL 1020 Clinical Procedures I (120 hrs.) MA 1133 MDL 1030 Clinical Procedures II (120 hrs.) MA 1233 MDL 1040 Pharmacology for MA s (60 hrs.) MA2213 MDL 1150 MDL 1060 Medical Office Lab Procedures (55 hrs.) Technical Human Anatomy & Physiology (120 hrs.) MA 2413 BIO 1224 LEVEL 2 PROGRAM ENTRANCE DATE: / / (16 WEEKS)LEVEL 2 CALCULATED COMPLETION DATE: / / Semester 2 Course # MDL 1140 Medical Law & Ethics (40) MA 2516 MDL 1100 Administrative Med Office (105) MA 2234 MDL 1120 Medical Informatics (45) MA 1120 MDL 1160 Medical Insurance and Coding MA 1033 (54) MDL 1080 Medical Assisting Applications MA 2252 (75) MDL 1130 Medical Assisting Simulation (90) MA 2252 MDL 2516 Medical Assisting Externship (171) MA 2516 HCC-F-0263 Page 17 of 80

18 MEDICAL ASSISTANT PROGRAM CURRICULUM OUTLINE MDL 1000 ACADEMIC LIFE SKILLS Time Management Resource Management Study Techniques Test Taking Skills Communication Cultural Diversity Ethics and Professionalism Problem Solving MDL 1010 MEDICAL TERMINOLOGY MT-1 Basic Elements of a Medical Word MT-2 Suffixes MT-3 Prefixes MT-4 Body Structure MT-5 Integumentary System MT-6 Digestive System MT-7 Respiratory System MT-8 Cardiovascular System MT-9 Blood, Lymph, and Immune System MT-10 Musculoskeletal System MT-11 Genitourinary System MT-12 Female Reproduction System MT-13 Endocrine System MT-14 Nervous System MT-15 Special Senses Comprehensive Medical Terminology Review/Final Page 18 of 80

19 MDL 1060 ANATOMY & PHYSIOLOGY Chapter 1 Chapter 2 Chapter 3 Chapter 4 Chapter 5 Chapter 6 Chapter 7 Chapter 8 Chapter 9 Organization of the Human Body The Chemistry of Life Anatomy of Cells Physiology of Cells Cell Growth and Reproduction Tissues and Their Functions Skin and Its Appendages Skeletal Tissues Bone and Joints Chapter 10 Muscular System Chapter 11 Cells of the Nervous System Chapter 12 Central Nervous System Chapter 13 Peripheral Nervous System Chapter 14 Sense Organs Chapter 15 Endocrine System Chapter 16 Blood Chapter 17 Anatomy of the Cardiovascular System Chapter 18 Physiology of the Cardiovascular System Chapter 19 Lymphatic and Immune System Chapter 20 Respiratory System Chapter 21 Digestive System Chapter 23 Urinary System and Fluid Balance Chapter 24 Male Reproductive System Chapter 25 Female Reproductive System Chapter 26 Growth and Development Page 19 of 80

20 MDL 1020 CLINICAL PROCEDURES 1 CP-1-1 Safety CP-1-2-Emergency Preparedness CP-1-3-The Health Care System CP-1-4-The Professional Medical Assistant CP-1-5-Ethics a Law for the Medical Office CP-1-6-Interacting with Patients CP-1-7 Medical Asepsis and OSHA Standard CP-1-8 Sterilization and Disinfection CP-1-9 The Medical Record CP-1-10 Vital Signs CP-1-11 The Physical Examination CP-1-12 Eye and Ear Assessment and Procedures MDL CLINICAL PROCEDURES II CP-II-1 Physical Agents to Promote Tissue Healing CP-II-2 The Gynecologic Examination/Prenatal Care CP-II- 3 The Pediatric Examination CP-II-4 Minor Office Surgery CP-II-5 Administration of Medication and Intravenous Therapy CP-II-6 Cardiopulmonary Procedures CP-II-7 Specialty Examinations and Procedures: Colon Procedure, Male Reproductive and Radiology Diagnostic Imaging MDL MEDICAL OFFICE LABORATORY PROCEDURES MOLP-1 Medical Office Safety MOLP-2 Medical Office Lab Documentation & Reports MOLP-3 Medical Office Lab General Collection & Transportation MOLP-4 Microscopic Testing MOLP-5 Urinary Testing MOLP- 6 Hematological Testing Page 20 of 80

21 MOLP- 7 Phlebotomy MOLP-8 Microbiological Testing MOLP-9 Gastrointestinal Testing MDL-1040 PHARMACOLOGY Pharm-1 Numerals and Fractions Pharm-2 Decimal & Fractions Pharm-3 Ratio and Proportion Pharm-4 The Metric System Pharm-5 House Measure and Apothecaries Measurements Pharm-6 Temperature Equivalents Pharm-7 Calculating Adult Dosages/Oral Parenteral Forms Pharm -8 Calculating Children s Dosages Pharm- 9 Drug Sources, Schedules and Dosages Pharm -10 Forms of Drugs and How they Act Pharm-11 The Medication Order Pharm- 12 Medication Administration Essentials/Most common used drugs MDL 1100 ADMINISTRATIVE MEDICAL OFFICE PROCEDURES AMOP-1 Patient Reception AMOP-2 Telephone Techniques AMOP-3 Scheduling Appointments AMOP-4 Medical Record Management AMOP-5 Written Communications AMOP-6 Mail AMOP-7 Managing Practice Finances AMOP- 8 Billing and Collections AMOP- 9 The Medical Assistant as Office Manager AMOP-10 Obtaining Employment MDL 1160 MEDICAL INSURANCE AND CODING MIC-1 Introduction to the Medical Billing Process Page 21 of 80

22 MIC-2 Patient Encounters and Billing MIC-3 Diagnostic Coding MIC-4 Procedural Coding CPT MIC-5 Procedural Coding HCPCS MIC-6 Health Care Claim Preparation and Transmission MIC-7 Private Payers Blue Cross and Blue Shield MIC- 8 Medicare MIC-9 Medicaid MIC-10 TRICARE and CHAMPVA MIC-11 Workers Compensation and Disability MIC-12 Payments and Billing and Collection MDL 1090 MEDICAL LAW AND ETHICS MLE-1 Introduction to Law and Ethics MLE- 2 Making Ethical Decisions MLE-3 Working in Health Care MLE-4 Law, the Courts and Contracts MLE-5 Professional Liability and Medical Malpractice MLE- 6 Defenses to Liability Suits MLE-7 Medical Records and Informed Consent MLE-8 Privacy Law and HIPAA MLE-9 The Beginning of Life and Childhood MLE-10 Death and Dying MLE-11 Health Care Trends and Forecasts MDL 1170 MEDICAL ASSISTANT APPLICATIONS MAAPP-1 Creating Documents with Word MAAPP-2 Editing Documents MAAPP-3 Formatting Text and Paragraphs MAAPP-4 Creating and Formatting Tables MAAPP-5 Formatting Documents Page 22 of 80

23 MAAPP-6 Merging Word Documents MAAPP-7 Developing Multipage Documents MAAPP-8 Working with Styles and Templates MAAPP-9 Collaborating on Documents MDL 1120 MEDICAL INFORMATICS Using Computerized EMR and Electronic Billing to simulate electronic: Patient Demographic Patient Appointments Written Communication Encounter. Allergies and Medications Problem List, Vital Sign, Progress Notes, and Immunizations Patient Assessment Health History and Preventative Services Patient Education & Order Entry Superbills, Ledger and Day Sheets with Billing and Coding MDL 1130 MEDICAL ASSISTING SIMULATION Scenario based Clinical assessment Scenario based Administrative assessment MDL 1140 MEDICAL ASSISTING EXTERNSHIP Site based hands on Clinical & Administrative assessment and training. Page 23 of 80

24 MAERB CORE CURRICULUM FOR MEDICAL ASSISTANTS Core Curriculum for Medical Assistants Medical Assisting Education Review Board (MAERB)Foundations for Clinical Practice: Medical assistants graduating from programs accredited by the Commission on Accreditation of Allied Health Education Programs (CAAHEP) will demonstrate critical thinking based on knowledge of academic subject matter required for competence in the profession. They will incorporate the cognitive knowledge in performance of the psychomotor and affective domains in their practice as medical assistants in providing patient care. I. Cognitive (Knowledge Base) A. Anatomy & Physiology 1. Describe structural organization of the human body 2. Identify body systems 3. Describe body planes, directional terms, quadrants, and cavities 4. List major organs in each body system 5. Describe the normal function of each body system 6. Identify common pathology related to each body system 7. Analyze pathology as it relates to the interaction of body systems 8. Discuss implications for disease and disability when homeostasis is not maintained 9. Describe implications for treatment related to pathology 10. Compare body structure and function of the human body across the life span 11. Identify the classifications of medications, including desired effects, side effects and adverse reactions 12. Describe the relationship between anatomy and physiology of all body systems and medications used for treatment in each I. Psychomotor & Affective (skills and behavior) A. Anatomy & Physiology 1. Obtain vital signs 2. Perform venipuncture 3. Perform capillary puncture 4. Perform pulmonary function testing 5. Perform electrocardiography 6. Perform patient screening using established protocols 7. Select proper sites for administering parenteral medication 8. Administer oral medications 9. Administer parenteral (excluding IV) medications 10. Assist physician with patient care 11. Perform quality control measures 12. Perform CLIA-Waived hematology testing 13. Perform CLIA-Waived chemistry testing 14. Perform CLIA-Waived urinalysis 15. Perform CLIA-Waived immunology testing 16. Screen test results 17. Apply critical thinking skills in performing patient assessment and care 18. Use language/verbal skills that enable patients understanding 19. Demonstrate respect for diversity in approaching patients and families Page 24 of 80

25 II. Cognitive (Knowledge Base) A. Applied Mathematics 1. Demonstrate knowledge of basic math 2. Apply mathematical computations to solve equations 3. Identify measurement systems 4. Define basic units of measurement in metric, apothecary and household systems 5. Convert among measurement systems 6. Identify both abbreviations and symbols used in calculating medication dosages 7. Analyze charts, graphs and/or tables in the interpretation of healthcare results administration II. Psychomotor and Affective (skills and behavior) A. Mathematics 1. Prepare proper dosages of medication for 2. Maintain laboratory test results using flow sheets 3. Maintain growth charts 4. Verify ordered doses/dosages prior to computations 5. Distinguish between normal and abnormal test results III. Cognitive (Knowledge Base) A. Applied Microbiology/Infection Control 1. Describe the infection cycle, including the infectious agent, reservoir, susceptible host, means of transmission, portals of entry, and portals of exit 2. Define asepsis 3. Discuss infection control procedures. 4. Identify personal safety precautions as established by the Occupational Safety and Health Administration (OSHA) 5. List major types of infectious agents 6. Compare different methods of controlling the growth of microorganisms 7. Match types and uses of personal protective equipment (PPE) 8. Differentiate between medical and surgical asepsis used in ambulatory care settings,identifying when each is appropriate 9. Discuss quality control issues related to handling microbiological specimens 10. Identify disease processes that are indications for CLIA waived tests 11. Describe Standard Precautions, including: a) Transmission based precautions b) Purpose c) Activities regulated 12. Discuss the application of Standard Precautions with regard to: a) All body fluids, secretions and excretions b) Blood c) Non intact skin d) Mucous membranes 13. Identify the role of the Center for Disease Control (CDC) regulations in healthcare settings. III. Psychomotor & Affective (skills and behavior) B. Applied Microbiology/Infection Control 1. Participate in training on Standard Precautions 2. Practice Standard Precautions. 3. Select appropriate barrier/personal protective equipment (PPE) for potentially infectious situations 4. Perform handwashing Page 25 of 80

26 5. Prepare items for autoclaving 6. Perform sterilization procedures 7. Obtain specimens for microbiological testing 8. Perform CLIA waived microbiology testing 9. Display sensitivity to patient rights and feelings in collecting specimens 10. Explain the rationale for performance of a procedure to the patient 11. Show awareness of patients concerns regarding their perceptions related to the procedure being performed Applied Communications Medical assistants graduating from programs accredited by the Commission on Accreditation of Allied Health Education Programs (CAAHEP) will demonstrate critical thinking based on knowledge of academic subject matter required for competence in the profession. They will incorporate cognitive knowledge in performance of psychomotor and affective domains in their practice as medical assistants in communicating effectively, both orally and in writing. IV. Cognitive (Knowledge Base) A. Concepts of Effective Communication 1. Identify styles and types of verbal communication 2. Identify nonverbal communication 3. Recognize communication barriers 4. Identify techniques for overcoming communication barriers 5. Recognize the elements of oral communication using a sender-receiver process 6. Differentiate between subjective and objective information 7. Identify resources and adaptations that are required based on individual needs, i.e., culture and environment, developmental life stage, language, and physical threats to communication 8. Recognize elements of fundamental writing skills 9. Discuss applications of electronic technology in effective communication 10. Diagram medical terms, labeling the word parts 11. Define both medical terms and abbreviations related to all body systems 12. Organize technical information and summaries 13. Identify the role of self boundaries in the health care environment 14. Recognize the role of patient advocacy in the practice of medical assisting 15. Discuss the role of assertiveness in effective professional communication 16. Differentiate between adaptive and non-adaptive coping mechanisms IV. Psychomotor and Affective (skills and behavior) A. Concepts of Effective Communication 1. Use reflection, restatement and clarification techniques to obtain a patient history 2. Report relevant information to others succinctly and accurately 3. Use medical terminology, pronouncing medical terms correctly, to communicate information, patient history, data and observations 4. Explain general office policies 5. Instruct patients according to their needs to promote health maintenance and disease prevention 6. Prepare a patient for procedures and/or treatments 7. Demonstrate telephone techniques 8. Document patient care 9. Document patient education 10. Compose professional/business letters 11. Respond to nonverbal communication Page 26 of 80

27 12. Develop and maintain a current list of community resources related to patients healthcare needs 13. Advocate on behalf of patients 14. Demonstrate empathy in communicating with patients, family and staff 15. Apply active listening skills 16. Use appropriate body language and other nonverbal skills in communicating with patients, family and staff 17. Demonstrate awareness of the territorial boundaries of the person with whom communicating 18. Demonstrate sensitivity appropriate to the message being delivered 19. Demonstrate awareness of how an individual s personal appearance affects anticipated responses 20. Demonstrate recognition of the patient s level of understanding in communications 21. Analyze communications in providing appropriate responses/ feedback 22. Recognize and protect personal boundaries in communicating with others 23. Demonstrate respect for individual diversity, incorporating awareness of one s own biases in areas including gender, race, religion, age and economic status Medical Business Practices V. Cognitive (Knowledge Base) A. Administrative Functions 1. Discuss pros and cons of various types of appointment management systems 2. Describe scheduling guidelines 3. Recognize office policies and protocols for handling appointments 4. Identify critical information required for scheduling patient admissions and/or procedures 5. Identify systems for organizing medical records 6. Describe various types of content maintained in a patient s medical record 7. Discuss pros and cons of various filing methods 8. Identify both equipment and supplies needed for filing medical records 9. Describe indexing rules 10. Discuss filing procedures 11. Discuss principles of using Electronic Medical Record (EMR) 12. Identify types of records common to the healthcare setting 13. Identify time management principles 14. Discuss the importance of routine maintenance of office equipment V. Psychomotor and Affective (skills and behavior) A. Administrative Functions 1. Manage appointment schedule, using established priorities 2. Schedule patient admissions and/or procedures 3. Organize a patient s medical record. 4. File medical records 5. Execute data management using electronic healthcare records such as the EMR 6. Use office hardware and software to maintain office systems 7. Use internet to access information related to the medical office 8. Maintain organization by filing 9. Perform routine maintenance of office equipment with documentation 10. Perform an office inventory 11. Consider staff needs and limitations in establishment of a filing system 12. Implement time management principles to maintain effective office function Page 27 of 80

28 VI. Cognitive (Knowledge Base) A. Basic Practice Finances 1. Explain basic bookkeeping computations. 2. Differentiate between bookkeeping and accounting 3. Describe banking procedures 4. Discuss precautions for accepting checks. 5. Compare types of endorsement 6. Differentiate between accounts payable and accounts receivable VI. Psychomotor and Affective (skills and behavior) A. Basic Practice Finances 1. Prepare a bank deposit 2. Perform accounts receivable procedures, including: a. Post entries on a daysheet b. Perform billing procedures c. Perform collection procedures d. Post adjustments e. Process a credit balance 3. Demonstrate sensitivity and professionalism in handling accounts receivable activities with clients 4. Compare manual and computerized bookkeeping systems used in ambulatory healthcare 5. Describe common periodic financial reports 6. Explain both billing and payment options 7. Identify procedure for preparing patient accounts 8. Discuss procedures for collecting outstanding accounts 9. Describe the impact of both the Fair Debt Collection Act and the Federal Truth in Lending Act of 1968 as they apply to collections 10. Discuss types of adjustments that may be made to a patient s account a. Process refunds b. Post non-sufficient fund (NSF) checks c. Post collection agency payments 11. Utilize computerized office billing systems VII. Cognitive (Knowledge Base) A. Managed Care/Insurance 1. Identify types of insurance plans 2. Identify models of managed care 3. Discuss workers compensation as it applies to patients 4. Describe procedures for implementing both managed care and insurance plans 5. Discuss utilization review principles. 6. Discuss referral process for patients in a managed care program 7. Describe how guidelines are used in processing an insurance claim 8. Compare processes for filing insurance claims both manually and electronically 9. Describe guidelines for third-party claims 10. Discuss types of physician fee schedules 11. Describe the concept of RBRVS 12. Define Diagnosis-Related Groups (DRGs) VII. Psychomotor and Affective (skills and behavior) A. Managed Care/Insurance Page 28 of 80

29 1. Apply both managed care policies and procedures 2. Apply third party guidelines 3. Complete insurance claim forms 4. Obtain precertification, including documentation 5. Obtain preauthorization, including documentation 6. Verify eligibility for managed care services 7. Demonstrate assertive communication with managed care and/or insurance providers 8. Demonstrate sensitivity in communicating with both providers and patients 9. Communicate in language the patient can understand regarding managed care and insurance plans VIII. Cognitive (Knowledge Base) A. Procedural and Diagnostic Coding 1. Describe how to use the most current procedural coding system 2. Define upcoding and why it should be avoided 3. Describe how to use the most current diagnostic coding classification system 4. Describe how to use the most current HCPCS coding VIII. Psychomotor and Affective (skills and behavior) A. Procedural and Diagnostic Coding 1. Perform procedural coding 2. Perform diagnostic coding 3. Work with physician to achieve the maximum reimbursement Medical Law and Ethics IX. Cognitive (Knowledge Base) A. Legal Implications 1. Discuss legal scope of practice for medical assistants 2. Explore issue of confidentiality as it applies to the medical assistant. 3. Describe the implications of HIPAA for the medical assistant in various medical settings 4. Summarize the Patient Bill of Rights 5. Discuss licensure and certification as it applies to healthcare providers 6. Describe liability, professional, personal injury, and third party insurance 7. Compare and contrast physician and medical assistant roles in terms of standard of care 8. Compare criminal and civil law as it applies to the practicing medical assistant. 9. Provide an example of tort law as it would apply to a medical assistant 10. Explain how the following impact the medical assistant s practice and give examples a) Negligence b) Malpractice c) Statute of Limitations d) Good Samaritan Act(s) e) Uniform Anatomical Gift Act f) Living will/advanced directives g) Medical durable power of attorney 11. Identify how the Americans with Disabilities Act (ADA) applies to the medical assisting profession 12. List and discuss legal and illegal interview questions 13. Discuss all levels of governmental legislation and regulation as they apply to medical Page 29 of 80

30 IX. Psychomotor and Affective (skills and behavior) A. Legal Implications 1. Respond to issues of confidentiality 2. Perform within scope of practice 3. Apply HIPAA rules in regard to privacy/release of information 4. Practice within the standard of care for a medical assistant 5. Incorporate the Patient s Bill of Rights into personal practice and medical office policies and procedures 6. Complete an incident report 7. Document accurately in the patient record 8. Apply local, state and federal health care legislation and regulation appropriate to the medical assisting practice setting 9. Demonstrate sensitivity to patient rights 10. Demonstrate awareness of the consequences of not working within the legal scope of practice 11. Recognize the importance of local, state and federal legislation and regulations in the practice setting assisting practice, including FDA and DEA regulations 12. Describe the process to follow if an error is made in patient care X. Cognitive (Knowledge Base) A. Ethical Considerations 1. Differentiate between legal, ethical, and moral issues affecting healthcare 2. Compare personal, professional and organizational ethics 3. Discuss the role of cultural, social and ethnic diversity in ethical performance of medical assisting practice 4. Identify where to report illegal and/or unsafe activities and behaviors that affect health, safety and welfare of others. 5. Identify the effect personal ethics may have on professional performance X. Psychomotor and Affective (skills and behavior) A. Ethical Considerations 1. Report illegal and/or unsafe activities and behaviors that affect health, safety and welfare of others to proper authorities 2. Develop a plan for separation of personal and professional ethics 3. Apply ethical behaviors, including honesty/integrity in performance of medical assisting practice 4. Examine the impact personal ethics and morals may have on the individual s practice 5. Demonstrate awareness of diversity in providing patient care Safety and Emergency Practices XI. Cognitive (Knowledge Base) A. Protective Practices 1. Describe personal protective equipment 2. Identify safety techniques that can be used to prevent accidents and maintain a safe work environment 3. Describe the importance of Materials Safety Data Sheets (MSDS) in a healthcare setting 4. Identify safety signs, symbols and labels 5. State principles and steps of professional/provider CPR 6. Describe basic principles of first aid 7. Describe fundamental principles for evacuation of a healthcare setting 8. Discuss fire safety issues in a healthcare environment Page 30 of 80

31 9. Discuss requirements for responding to hazardous material disposal 10. Identify principles of body mechanics and ergonomics. 11. Discuss critical elements of an emergency plan for response to a natural disaster or other emergency 12. Identify emergency preparedness plans in your community 13. Discuss potential role(s) of the medical assistant in emergency preparedness XI. Psychomotor and Affective (skills and behavior) A. Protective Practices 1. Comply with safety signs, symbols and labels. 2. Evaluate the work environment to identify safe vs. unsafe working conditions. 3. Develop a personal (patient and employee) safety plan. 4. Develop an environmental safety plan. 5. Demonstrate proper use of the following equipment: a. Eyewash b. Fire extinguishers c. Sharps disposal containers 6. Participate in a mock environmental exposure event with documentation of steps taken. 7. Explain an evacuation plan for a physician s office 8. Demonstrate methods of fire prevention in the healthcare setting 9. Maintain provider/professional level CPR certification. 10. Perform first aid procedures 11. Use proper body mechanics 12. Maintain a current list of community resources for emergency preparedness 13. Recognize the effects of stress on all persons involved in emergency situations 14. Demonstrate self-awareness in responding to emergencies Page 31 of 80

32 CMA (AAMA) Core Values Actively participate in the delivery of quality health care. Promote patient safety and well-being. Contribute to a positive health care experience for patients. Demonstrate integrity and respect, and protect patient confidentiality. Advocate the essential value of certification and continuing education. Embrace change, growth, and learning. Medical Assisting Code of Ethics The Medical Assisting Code of Ethics of the AAMA sets forth principles of ethical and moral conduct as they relate to the medical profession and the particular practice of medical assisting. Members of AAMA dedicated to the conscientious pursuit of their profession, and thus desiring to merit the high regard of the entire medical profession and the respect of the general public which they serve, do pledge themselves to strive always to: 1. Render service with full respect for the dignity of humanity. 2. Respect confidential information obtained through employment unless legally authorized or required by responsible performance of duty to divulge such information. 3. Uphold the honor and high principles of the profession and accept its disciplines. 4. Seek to continually improve the knowledge and skills of medical assistants for the benefit of patients and professional colleagues. 5. Participate in additional service activities aimed toward improving the health and well-being of the community. Medical Assisting Creed The Medical Assisting Creed of the AAMA sets forth medical assisting statements of belief: I believe in the principles and purposes of the profession of medical assisting. I endeavor to be more effective. I aspire to render greater service. I protect the confidence entrusted to me. I am dedicated to the care and well-being of all people. I am loyal to my employer. I am true to the ethics of my profession. I am strengthened by compassion, courage and faith. Page 32 of 80

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