chapter 15 working in a medical office. office procedures for the 21 st century, 8e burton and...
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Chapter 15Working in a Medical Office
Office Procedures for the 21st Century, 8eBurton and Shelton
2© 2011 Pearson Higher Education,
Upper Saddle River, NJ 07458. • All Rights Reserved.
Working in a Medical Office
The Medical Office Basic Medical Office Positions
Office Procedures for the 21st Century, 8eBurton and Shelton
3© 2011 Pearson Higher Education,
Upper Saddle River, NJ 07458. • All Rights Reserved.
The Medical Office
Types of Medical Offices Medical Office Careers Medical Office Skills Basic Medical Office Positions
Office Procedures for the 21st Century, 8eBurton and Shelton
4© 2011 Pearson Higher Education,
Upper Saddle River, NJ 07458. • All Rights Reserved.
Medical Office—Types
Medical specialties Physician practice Ambulatory center Clinic Hospital and medical center Other medical settings
Office Procedures for the 21st Century, 8eBurton and Shelton
5© 2011 Pearson Higher Education,
Upper Saddle River, NJ 07458. • All Rights Reserved.
Medical Office--Careers
Medical office assistant Medical transcriptionist Medical secretary Medical receptionist Coding specialist
Office Procedures for the 21st Century, 8eBurton and Shelton
6© 2011 Pearson Higher Education,
Upper Saddle River, NJ 07458. • All Rights Reserved.
Medical Office--Skills
Administrative areas Front desk Administrative Scheduling Records Billing, coding, and insurance
Office Procedures for the 21st Century, 8eBurton and Shelton
7© 2011 Pearson Higher Education,
Upper Saddle River, NJ 07458. • All Rights Reserved.
Medical Office--Skills
Communication Recognize and respect cultural diversity Adapt communications to individual’s understanding Apply professional telephone and interpersonal
techniques Recognize and respond effectively to verbal,
nonverbal, and written communication Receive, organize, prioritize, store, and maintain
transmittable information in electronic form
Office Procedures for the 21st Century, 8eBurton and Shelton
8© 2011 Pearson Higher Education,
Upper Saddle River, NJ 07458. • All Rights Reserved.
Medical Office--Skills
Other essential knowledge and skills Basic medical terminology HIPAA Practice management software
Office Procedures for the 21st Century, 8eBurton and Shelton
9© 2011 Pearson Higher Education,
Upper Saddle River, NJ 07458. • All Rights Reserved.
Basic Medical Office Positions
Front Office Staff Billing Staff
Office Procedures for the 21st Century, 8eBurton and Shelton
10© 2011 Pearson Higher Education,
Upper Saddle River, NJ 07458. • All Rights Reserved.
Positions—Front Office Staff
Receptionists and intake persons Procedures for checking in patients
Legal forms, insurance cards, collect payments
Out-take persons Procedures for checking out patients
Scheduler Contact patients about appointments Validate referrals
Office Procedures for the 21st Century, 8eBurton and Shelton
11© 2011 Pearson Higher Education,
Upper Saddle River, NJ 07458. • All Rights Reserved.
Positions—Front Office Staff (continued)
Keyboarding & accuracy Medical software Pleasant voice Good handwriting Listening skills Excellent telephone
techniques Confidentiality of patient’s
information
Payment and insurance co-payments
Steps to verify insurance coverage
Treat patients with dignity and courtesy
File and find charts Professional image Medical vocabulary
Knowledge and Skills needed:
Office Procedures for the 21st Century, 8eBurton and Shelton
12© 2011 Pearson Higher Education,
Upper Saddle River, NJ 07458. • All Rights Reserved.
Positions—Billing Staff
Send claims and receive payments from insurance companies in timely manner
Provide correct insurance information Know CPT and ICD-9 diagnosis codes Know allowable charges as set between
doctor and insurance company Send monthly statements
Office Procedures for the 21st Century, 8eBurton and Shelton
13© 2011 Pearson Higher Education,
Upper Saddle River, NJ 07458. • All Rights Reserved.
Positions—Billing Staff (continued)
Ability to use medical software package
Interpret data and charges Knowledge of medical terms Document details of
conversation with both patients and insurance company.
Excellent telephone etiquette
Teamwork Good personal grooming Send claims to insurance
company electronically and through printed paper forms
Work with and file each patient’s chart
Confidentiality regarding patient information
Knowledge and Skills Needed