CMA 200 - Welcome to Medical Office Management

This course prepares you for medical office management, including the basics in scheduling patient appointments, dealing with medical records and payment options, and overall learning how to help make a medical office run effectively and efficiently. Medical Office Management is a 4 credit course that will assist you in learning the Course and Module Outcomes. 

COURSE OUTCOMES:

  1. Discuss applications of electronic technology in effective communication.
  2. Explain general office policies.
  3. Discuss pros and cons of various types of appointment management systems.
  4. Describe scheduling guidelines.
  5. Recognize office policies and protocols for handling appointments. 
  6. Identify critical information required for scheduling patient admissions and/or procedures.
  7. Identify systems for organizing medical records.
  8. Describe various types of content maintained in a patient's medical record.
  9. Discuss pros and cons of various filling methods.
  10. Identify both equipment and supplies needed for filing medical records.
  11. Describe indexing rules.
  12. Discuss filing procedures. 
  13. Discuss principles of using Electronic Medical Record (EMR).
  14. Identify types of records common to the healthcare setting.
  15. Identify time management principles.
  16. Discuss the importance of routine maintenance of office equipment.
  17. Manage appointment schedule, using established priorities.
  18. Schedule patient admissions and/or procedures.
  19. Organize a patient's medical record.
  20. File medical records.
  21. Execute data management using electronic health records such as EMR. 
  22. Use office hardware and software to maintain office systems.
  23. Use internet to access information related to the medical office.
  24. Maintain organization by filing.
  25. Perform routine maintenance of office equipment with documentation. 
  26. Perform an office inventory. 
  27. Consider staff needs and limitations in established of a filing system.
  28. Implement time management principles to maintain effective office function.
  29. Explain basic bookkeeping computations.
  30. Differentiate between bookkeeping and accounting.
  31. Describe banking procedures.
  32. Discuss precautions for accepting checks.
  33. Compare types of endorsement. 
  34. Differentiate between accounts payable and accounts receivable.
  35. Compare manual and computerized bookkeeping systems used in ambulatory healthcare.
  36. Describe common periodic financial reports.
  37. Explain both billing and payment options.
  38. Identify procedure for preparing patient accounts.
  39. Discuss procedures for collecting outstanding accounts.
  40. Describe the impact of both the Fair Debt Collection Act and the Federal Truth in Lending Act of 1960 as they apply to collections.
  41. Discuss types of adjustments that may be made to a patient's account.
  42. Prepare a bank deposit.
  43. AR-Post entries on a daysheet.
  44. AR-Perform billing procedures.
  45. AR-Perform collection procedures. 
  46. AR-Post adjustments.
  47. AR-Process a credit balance.
  48. AR-Process refunds. 
  49. AR-Post non-sufficient fund (NSF) checks.
  50. AR-Post collection agency payments.
  51. Utilize computerized office billing systems.
  52. Demonstrate sensitivity and professionalism in handling accounts receivable activities with client. 
  53. Summarize the Patient Bill of Rights.

Credit Unit 1:

In Credit Unit 1, you will learn methods that will aid you in succeeding in your chosen field of study, as well as the basic overview of the medical assistant profession, and how to properly behave in a professional workplace. 

Credit Unit 2:

In Credit Unit 2, you will be taught the important relationship between medicine and law, the essential functions of the computer in a medical office, and how and when to schedule appointments for patients. 

Credit Unit 3:

In Credit Unit 3, you will be introduced to the daily routine of a medical office and how to deal with both electronic and paper medical records in the workplace. 

Credit Unit 4:

In Credit Unit 4, you will learn about properly managing health information and will be introduced to the financial aspect of the medical office--including how billing and collections work, how to deal with banks, and how to manage money matters in and around the office.

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Module Component Descriptions:

Introductory Information

The first page of each Module gives you an overview of what will be covered within that Module. It will also list Module Outcomes or Course Outcomes.

Readings

Each Module has one chapter from the online textbook. All assigned Reading sections are linked to Medical Assisting Online for Kinn's Medical Assistant: An Applied Learning Approach text by Deborah Proctor and Alexandra Adams. Please read the materials thoroughly and take notes as appropriate as you will be responsible for this material in the Self-checks, Competency Assessments, and Credit Unit Assessments.

Lecture Materials

Lecture Materials include a slide show presentation with or without audio. Please view and explore the materials thoroughly and take notes as appropriate as you will be responsible for this material in the Self-checks, Competency Assessments, and Credit Unit Assessments. The same material is also provided as a Powerpoint presentation. 

Activities

In some courses there are additional learning materials such as Activities that you will be completing. These Activities are not graded.

Self-checks

After you have completed Readings and Lecture Materials, you will take a Self-check to prove your understanding of the basic concepts presented. This is considered practice. Therefore, you may take it as many times as needed to gain mastery of the materials and your score will not be submitted as a grade. Once you have scored at least 75% on the Self-check, you are ready to move on.

Competency Assessments

This is your opportunity to demonstrate what you have learned and will be used to assess your mastery of the Course and Module Outcomes. You must complete and prove competency in all Modules of the Credit Unit before gaining access to the Credit Unit Assessment.

Credit Unit Assessment

Credit Unit Assessments are the only time you will need a Proctor. Once you have completed all Modules within a Credit Unit, you will complete a Credit Unit Assessment to demonstrate your comprehension of all concepts, vocabulary, and processes covered. These Credit Unit Assessments will be the basis for your grade in this course.

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Technical Information: