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Chapter 15 Working in a Medical Office

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Page 1: Chapter 15 Working in a Medical Office. Office Procedures for the 21 st Century, 8e Burton and Shelton 2 © 2011 Pearson Higher Education, Upper Saddle

Chapter 15Working in a Medical Office

Page 2: Chapter 15 Working in a Medical Office. Office Procedures for the 21 st Century, 8e Burton and Shelton 2 © 2011 Pearson Higher Education, Upper Saddle

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

Page 3: Chapter 15 Working in a Medical Office. Office Procedures for the 21 st Century, 8e Burton and Shelton 2 © 2011 Pearson Higher Education, Upper Saddle

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

Page 4: Chapter 15 Working in a Medical Office. Office Procedures for the 21 st Century, 8e Burton and Shelton 2 © 2011 Pearson Higher Education, Upper Saddle

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

Page 5: Chapter 15 Working in a Medical Office. Office Procedures for the 21 st Century, 8e Burton and Shelton 2 © 2011 Pearson Higher Education, Upper Saddle

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

Page 6: Chapter 15 Working in a Medical Office. Office Procedures for the 21 st Century, 8e Burton and Shelton 2 © 2011 Pearson Higher Education, Upper Saddle

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

Page 7: Chapter 15 Working in a Medical Office. Office Procedures for the 21 st Century, 8e Burton and Shelton 2 © 2011 Pearson Higher Education, Upper Saddle

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

Page 8: Chapter 15 Working in a Medical Office. Office Procedures for the 21 st Century, 8e Burton and Shelton 2 © 2011 Pearson Higher Education, Upper Saddle

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

Page 9: Chapter 15 Working in a Medical Office. Office Procedures for the 21 st Century, 8e Burton and Shelton 2 © 2011 Pearson Higher Education, Upper Saddle

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

Page 10: Chapter 15 Working in a Medical Office. Office Procedures for the 21 st Century, 8e Burton and Shelton 2 © 2011 Pearson Higher Education, Upper Saddle

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

Page 11: Chapter 15 Working in a Medical Office. Office Procedures for the 21 st Century, 8e Burton and Shelton 2 © 2011 Pearson Higher Education, Upper Saddle

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:

Page 12: Chapter 15 Working in a Medical Office. Office Procedures for the 21 st Century, 8e Burton and Shelton 2 © 2011 Pearson Higher Education, Upper Saddle

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

Page 13: Chapter 15 Working in a Medical Office. Office Procedures for the 21 st Century, 8e Burton and Shelton 2 © 2011 Pearson Higher Education, Upper Saddle

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