Medical Assistant Administrative Procedures I



Medical Assistant Administrative Procedures I WVEIS Code 0735

Within this course the student will gain knowledge and skills needed for the performance of entry-level administrative duties commonly found within the medical office. Instruction will focus upon procedures related to reception, scheduling of patients, medical records management, the use of medical office equipment, computer use in the ambulatory care setting, safety, accounting procedures and insurance and coding. Current technology will be utilized to master course standards. Students are provided the opportunity to participate in a Career and Technical Student Organization (CTSO).

Standard 1: Reception, Telephone and Scheduling (0735.S.1)

Students will perform office procedures related to reception, telephone, and scheduling.

Reception, Telephone and Scheduling Objectives

Students will:

0735.1.1 Discuss the importance of the physical office environment to patient care.

0735.1.2 Review personality characteristics the medical receptionist should possess.

0735.1.3 Describe the process for handling incoming and outgoing mail.

0735.1.4 Compare and contrast services provided by US postal services and other delivery systems.

0735.1.5 Discuss the importance of and demonstrate proper telephone etiquette for placing and receiving calls.

0735.1.6 Perform the procedure for taking telephone messages.

0735.1.7 Explain the function of telephone triage.

0735.1.8 Compare and contrast different types of appointment scheduling systems.

0735.1.9 Demonstrate the proper procedure for scheduling appointments.

Standard 2: Patient Records (0735.S.2)

Students will perform procedures related to patient records.

Patient Records Objectives

Students will:

0735.2.1 Compare and contrast different types of patient record forms and describe the format for each.

0735.2.2 Describe each step in the filing process.

0735.2.3 Explain how to set up and use a tickler file.

0735.2.4 Identify and apply rules for charting.

0735.2.5 Identify when and how a medical record can be released.

Standard 3: Office Equipment (0735.S.3)

Students will identify common medical office equipment and demonstrate their correct use.

Office Equipment Objectives:

Students will:

0735.3.1 Identify and describe the function of common medical office equipment.

0735.3.2 Describe safety measures associated with the use of common medical office equipment.

0735.3.3 Demonstrate the use of a calculator, copy machine, and typewriter.

Standard 4: Basic Computer Applications (0735.S.4)

Students will apply knowledge and skill in the use of computer hardware and software within the medical office.

Basic Computer Applications Objectives

Students will:

0735.4.1 Define computer terms.

0735.4.2 Identify components of computer hardware.

0735.4.3 Identify types of software programs used in a medical office.

0735.4.4 Explain why backing up computer data is necessary.

0735.4.5 Demonstrate the basic operation of a computer.

0735.4.6 Describe methods for maintaining confidentiality and security in the utilization of computers and on-line devices for the storage and transfer of medical information.

Standard 5: Safety in the Medical Office (0735.S.5)

Students will describe safety standards necessary in the medical office.

Safety in the Medical Office Objectives

Students will:

0735.5.1 Identify common safety hazards found in the medical office.

0735.5.2 Observe all safety standards established by the Occupational Safety and Health Administration (OSHA).

0735.5.3 List steps to be taken for the prevention of accidents and injury to create a safe environment for both personnel and patients.

0735.5.4 Describe methods of fire prevention in an office.

0735.5.5 List the four main classes of fire extinguishers.

0735.5.6 Locate and describe the operations of the nearest fire alarm.

0735.5.7 Describe principles in an emergency evacuation plan.

Standard 6: Financial Practices (0735.S.6)

Students will apply skills necessary in the financial management of the medical office.

Medical Assistant Duties Objectives

Students will:

0735.6.1 Identify common terms and practices associated with patient fees.

0735.6.2 Describe manual and computerized booking systems.

0735.6.3 Demonstrate basic accounting skills necessary in maintaining patient accounts and records of income and expenses of the medical office.

0735.6.4 Demonstrate basic banking procedures including preparing bank deposits, writing checks, recording checks, and reconciling accounts.

Standard 7: Insurance, Coding, Billing (0735.S.7)

Students will understand medical insurance practices, including coding and billing.

Insurance, Coding, Billing Objectives

Students will:

0735.7.1 Define terminology necessary to interpret and submit medical insurance claims.

0735.7.2 Discuss examples of medical insurance coverage.

0735.7.3 Complete a basic insurance form.

0735.7.4 Explain the significance of diagnosis-related groups.

0735.7.5 Understand the process of procedure and diagnosis coding.

0735.7.6 Code a sample claim form.

Standard 8: Technology (0735.S.8)

Students will apply knowledge of computers and their use within the health care system.

Technology Objectives

Students will:

0735.8.1 Integrate the use of software, hardware, and the Internet to practice and master standards identified in the course.

0735.8.2 Utilize the Internet as a resource/research tool.

Standard 9: Student Organizations (0735.S.9)

Students will participate in a Career and Technical Student Organization (CTSO).

Student Organizations Objectives

Students will:

0735.9.1 Participate in Health Occupations Students of America (HOSA) or SkillsUSA/Vocational Industrial Clubs of America (SkillsUSA/VICA).

0735.9.2 Apply parliamentary procedure in organizational meetings.

0735.9.3 Demonstrate team membership skills, such as cooperation and leadership.

0735.9.4 Take part in local, state, and national health care and education projects.

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