skills standards.doc

73
Medical Office Assistant, Medical Transcriptionist & Medical Coder Facilitator:_____________________________________________________________________ Directions: The purpose of this crosswalk is to identify where the information technology knowledge and skills for this outcome are currently being taught and addressed. Use the space provided to indicate the specific course where each sill is taught and assessed. Indicate the type of resource that is used in the program: T if Textbook based O if resource is online (software, website, online course, etc.) P if resource is project-based K if resource is a trainer kit To view the crosswalk for a specific test on this crosswalk, click on the test name below. American Association of Medical Assistants Skills Standards Brainbench Occupational Tests Medical Terminology Medical Office Skills Medical Billing Anatomy & Physiology Editing & Proofing ICD-9 & CPT Coding Example: Competencies Name of Resource Practical PC Net G Learn the Net.com Buying a Computer /home/website/convert/temp/convert_html/555a5cf8d8b42ad56a8b5438/document.doc 1

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Page 1: Skills Standards.doc

Medical Office Assistant, Medical Transcriptionist & Medical Coder

Facilitator:_____________________________________________________________________Directions: The purpose of this crosswalk is to identify where the information technology knowledge and skills for this outcome are currently being taught and addressed. Use the space provided to indicate the specific course where each sill is taught and assessed. Indicate the type of resource that is used in the program:

T if Textbook basedO if resource is online (software, website, online course, etc.)P if resource is project-basedK if resource is a trainer kit

To view the crosswalk for a specific test on this crosswalk, click on the test name below.

American Association of Medical AssistantsSkills Standards

Brainbench Occupational TestsMedical TerminologyMedical Office SkillsMedical BillingAnatomy & PhysiologyEditing & ProofingICD-9 & CPT Coding

Example:

Competencies

Name of ResourceP

ract

ical

P

C

Net

G

Lea

rn t

he

Net

.com

Bu

yin

g a

Com

pu

ter

Use basic terminology common in the computer industry. TO

O O P

**Note Cross walked only evaluated

/tt/file_convert/555a5cf8d8b42ad56a8b5438/document.doc 1

Page 2: Skills Standards.doc

Test Name/ Competencies/ Topics Name of ResourcesClick on the hyperlink on the first page to view the evaluation for the textbook.

Test Name Competency or Topic Med

ical

Ter

min

olog

y

Med

ical

T

ran

scri

pti

on

Bas

ic C

PT

/HC

PC

S

Cod

ing

Bas

ic I

CD

-9-C

M

Cod

ing

Med

ical

Off

ice

Pra

ctic

e

**A

pp

reci

atin

g P

erso

nal

ity

Dif

fere

nce

s

**M

edic

al O

ffic

e A

dm

inis

trat

ion

(A

W

ork

text

)

**B

ein

g a

Med

ical

R

ecor

ds

Cle

rk

**T

he

Med

ical

M

anag

er

Brainbench-Medical Terminology

Anatomical Mapping T

Anatomy and Physiology T

Direction T T

Illnesses and Conditions T

Planes T T

Cardiovascular System

Anatomy and Physiology T T

Illnesses and Conditions T T

Digestive System

Anatomy and Physiology T T

Illnesses and Conditions T T

Endocrine/Lymphatic/Urinary Systems

Anatomy and Physiology (Endocrine) T

Anatomy and Physiology (Lymphatic) T

Anatomy and Physiology (Urinary) T T

Illnesses and Conditions (Endocrine) T

Illnesses and Conditions (Lymphatic) T

Illnesses and Conditions (Urinary) T T

Musculoskeletal System

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Page 3: Skills Standards.doc

Test Name/ Competencies/ Topics Name of ResourcesClick on the hyperlink on the first page to view the evaluation for the textbook.

Test Name Competency or Topic Med

ical

Ter

min

olog

y

Med

ical

T

ran

scri

pti

on

Bas

ic C

PT

/HC

PC

S

Cod

ing

Bas

ic I

CD

-9-C

M

Cod

ing

Med

ical

Off

ice

Pra

ctic

e

**A

pp

reci

atin

g P

erso

nal

ity

Dif

fere

nce

s

**M

edic

al O

ffic

e A

dm

inis

trat

ion

(A

W

ork

text

)

**B

ein

g a

Med

ical

R

ecor

ds

Cle

rk

**T

he

Med

ical

M

anag

er

Anatomy and Physiology T

Illnesses and Conditions Nervous

System

Brain & Spinal Column T T

Brain and Spinal Column T T

Eye, Ear, and Skin T

Reproductive System

Anatomy and Physiology T

Illnesses and Conditions T T

Respiratory System

Anatomy and Physiology T

Illnesses and Conditions T T

Specific Field-Related

Terms/Etymology

Care Delivery and Managed Care T

Diagnostic Testing T

Latin/Greek Roots and Combining Forms T

Latin/Greek Suffixes and Prefixes T

Maternal/Child Health T

Pharmacy T

back to top Psychiatric Brainbench-Medical

Billing

/tt/file_convert/555a5cf8d8b42ad56a8b5438/document.doc 3

Page 4: Skills Standards.doc

Test Name/ Competencies/ Topics Name of ResourcesClick on the hyperlink on the first page to view the evaluation for the textbook.

Test Name Competency or Topic Med

ical

Ter

min

olog

y

Med

ical

T

ran

scri

pti

on

Bas

ic C

PT

/HC

PC

S

Cod

ing

Bas

ic I

CD

-9-C

M

Cod

ing

Med

ical

Off

ice

Pra

ctic

e

**A

pp

reci

atin

g P

erso

nal

ity

Dif

fere

nce

s

**M

edic

al O

ffic

e A

dm

inis

trat

ion

(A

W

ork

text

)

**B

ein

g a

Med

ical

R

ecor

ds

Cle

rk

**T

he

Med

ical

M

anag

er

Office Skills

Insurance Billing T/0

Insurance Forms O

Medical Office Forms O

Biomedical Waste

Description

Disposal

Collections

Accounts Payable/Receivable O

Patient Responsibility

Employee Relations

Certification

Employee Training O

Ongoing Training O

Ethics

Employee Ethics and Legal Issues

Facility Maintenance/Safety

Employee and Patient Safety

Environmental Programs

Equipment Maintenance and Repairs

Radiation Exposure/Monitoring

General Knowledge

Physician Responsibility

/tt/file_convert/555a5cf8d8b42ad56a8b5438/document.doc 4

Page 5: Skills Standards.doc

Test Name/ Competencies/ Topics Name of ResourcesClick on the hyperlink on the first page to view the evaluation for the textbook.

Test Name Competency or Topic Med

ical

Ter

min

olog

y

Med

ical

T

ran

scri

pti

on

Bas

ic C

PT

/HC

PC

S

Cod

ing

Bas

ic I

CD

-9-C

M

Cod

ing

Med

ical

Off

ice

Pra

ctic

e

**A

pp

reci

atin

g P

erso

nal

ity

Dif

fere

nce

s

**M

edic

al O

ffic

e A

dm

inis

trat

ion

(A

W

ork

text

)

**B

ein

g a

Med

ical

R

ecor

ds

Cle

rk

**T

he

Med

ical

M

anag

er

Staff Responsibility Insurance

Coverage

Benefit Information

Medicare/Medicaid

Precertification/Referrals

Types of Coverage

Verification

Medical Terminology

General Terms T

Medical Transcription T

Specific Terms T

Operations

After Hours Coverage

Medical Procedures O

Patient Appointments O

Public Areas

Special Accommodations / ADA

Supplies

Telephone Etiquette O

Patient Charts/Medical Records

Confidentiality

Contents

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Page 6: Skills Standards.doc

Test Name/ Competencies/ Topics Name of ResourcesClick on the hyperlink on the first page to view the evaluation for the textbook.

Test Name Competency or Topic Med

ical

Ter

min

olog

y

Med

ical

T

ran

scri

pti

on

Bas

ic C

PT

/HC

PC

S

Cod

ing

Bas

ic I

CD

-9-C

M

Cod

ing

Med

ical

Off

ice

Pra

ctic

e

**A

pp

reci

atin

g P

erso

nal

ity

Dif

fere

nce

s

**M

edic

al O

ffic

e A

dm

inis

trat

ion

(A

W

ork

text

)

**B

ein

g a

Med

ical

R

ecor

ds

Cle

rk

**T

he

Med

ical

M

anag

er

back to top Release of Information O

Brainbench-Medical Billing

CHAMPUS

Eligibility

Electronic Claims

Positive vs negatives, government

regulations

Purpose

Managed Care

Capitation

PPO vs HMO

Pre-authorization

Medicaid

Basic Services

Eligibility

Medical Billing

CPT Coding T O

HCFA Forms T O

ICD-9CM T O

Purpose Medical Terminology

ICD-9CM T

Prefixes T

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Page 7: Skills Standards.doc

Test Name/ Competencies/ Topics Name of ResourcesClick on the hyperlink on the first page to view the evaluation for the textbook.

Test Name Competency or Topic Med

ical

Ter

min

olog

y

Med

ical

T

ran

scri

pti

on

Bas

ic C

PT

/HC

PC

S

Cod

ing

Bas

ic I

CD

-9-C

M

Cod

ing

Med

ical

Off

ice

Pra

ctic

e

**A

pp

reci

atin

g P

erso

nal

ity

Dif

fere

nce

s

**M

edic

al O

ffic

e A

dm

inis

trat

ion

(A

W

ork

text

)

**B

ein

g a

Med

ical

R

ecor

ds

Cle

rk

**T

he

Med

ical

M

anag

er

Specialists T

Suffixes T

Medicare T

3-Coding Level T

Eligibility T

Part B T

UPIN# T

Workman's Comp

Definition

FECA Program back to top State Program Information Brainbench-Anatomy & Physiology

Anatomical Mapping

Cardiovascular - Blood Composition T

Cardiovascular - The Heart T T

Cardiovascular - Vessels and Blood

Circulation

T

Cell Structure & Function T T

Definition of Anatomy T

Descriptive Directional Terms T T

Digestive System T T

External Anatomical Features T T

/tt/file_convert/555a5cf8d8b42ad56a8b5438/document.doc 7

Page 8: Skills Standards.doc

Test Name/ Competencies/ Topics Name of ResourcesClick on the hyperlink on the first page to view the evaluation for the textbook.

Test Name Competency or Topic Med

ical

Ter

min

olog

y

Med

ical

T

ran

scri

pti

on

Bas

ic C

PT

/HC

PC

S

Cod

ing

Bas

ic I

CD

-9-C

M

Cod

ing

Med

ical

Off

ice

Pra

ctic

e

**A

pp

reci

atin

g P

erso

nal

ity

Dif

fere

nce

s

**M

edic

al O

ffic

e A

dm

inis

trat

ion

(A

W

ork

text

)

**B

ein

g a

Med

ical

R

ecor

ds

Cle

rk

**T

he

Med

ical

M

anag

er

Integumentary System T T

Muscular System T T

Planes and Regions T T

Reproductive Systems T T

Respiratory System T T

Tissues T

Water & Electrolyte Balances

Anatomy

Cardiovascular - Blood Composition T

Cardiovascular - The Heart T T

Cardiovascular - Vessels and Blood

Circulation

T

Central Nervous System T T

Digestive System T T

Endocrine System T

Integumentary System T

Lymphatic System & Body Immunity T

Muscular System T T

Nervous Tissue T T

Peripheral & Autonomic Nervous

Systems

T

Reproductive Systems T T

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Page 9: Skills Standards.doc

Test Name/ Competencies/ Topics Name of ResourcesClick on the hyperlink on the first page to view the evaluation for the textbook.

Test Name Competency or Topic Med

ical

Ter

min

olog

y

Med

ical

T

ran

scri

pti

on

Bas

ic C

PT

/HC

PC

S

Cod

ing

Bas

ic I

CD

-9-C

M

Cod

ing

Med

ical

Off

ice

Pra

ctic

e

**A

pp

reci

atin

g P

erso

nal

ity

Dif

fere

nce

s

**M

edic

al O

ffic

e A

dm

inis

trat

ion

(A

W

ork

text

)

**B

ein

g a

Med

ical

R

ecor

ds

Cle

rk

**T

he

Med

ical

M

anag

er

Respiratory System T T

Sensory Organs T

Skeletal System T T

Tissues T T

Urinary System Basic Knowledge T

Definition of Anatomy

Definition of Physiology

Relationship of Anatomy to Physiology

Physiology

Cell Structure & Function T T

Cellular Chemistry

Metabolism, Nutrition, & Temperature

Regulation back to top Water & Electrolyte Balances Brainbench-Editing & Proofing

Abbreviations

Geographical Terms

Measure

Names and Titles

Capitalization T

Numbers

Organization Names

/tt/file_convert/555a5cf8d8b42ad56a8b5438/document.doc 9

Page 10: Skills Standards.doc

Test Name/ Competencies/ Topics Name of ResourcesClick on the hyperlink on the first page to view the evaluation for the textbook.

Test Name Competency or Topic Med

ical

Ter

min

olog

y

Med

ical

T

ran

scri

pti

on

Bas

ic C

PT

/HC

PC

S

Cod

ing

Bas

ic I

CD

-9-C

M

Cod

ing

Med

ical

Off

ice

Pra

ctic

e

**A

pp

reci

atin

g P

erso

nal

ity

Dif

fere

nce

s

**M

edic

al O

ffic

e A

dm

inis

trat

ion

(A

W

ork

text

)

**B

ein

g a

Med

ical

R

ecor

ds

Cle

rk

**T

he

Med

ical

M

anag

er

Place Names

Religious Names and Terms

Scientific Terms

Titles and Offices

Titles of Works

Common Errors

Commonly Confused Words

Danglers T

Misplaced Modifiers T

Parallelism

Pronoun/Antecedent Agreement

Run-On Sentences T

Sentence Fragments T

Spelling

Subject/Verb Agreement T

Verb Tense, Mood, and Voice

Indexes

Editing an Index

General Principles

Numbers

Dates T

Measurements

/tt/file_convert/555a5cf8d8b42ad56a8b5438/document.doc 10

Page 11: Skills Standards.doc

Test Name/ Competencies/ Topics Name of ResourcesClick on the hyperlink on the first page to view the evaluation for the textbook.

Test Name Competency or Topic Med

ical

Ter

min

olog

y

Med

ical

T

ran

scri

pti

on

Bas

ic C

PT

/HC

PC

S

Cod

ing

Bas

ic I

CD

-9-C

M

Cod

ing

Med

ical

Off

ice

Pra

ctic

e

**A

pp

reci

atin

g P

erso

nal

ity

Dif

fere

nce

s

**M

edic

al O

ffic

e A

dm

inis

trat

ion

(A

W

ork

text

)

**B

ein

g a

Med

ical

R

ecor

ds

Cle

rk

**T

he

Med

ical

M

anag

er

Money

Numerals or Words T

Ordinals

Percentages/Fractions

Time Proofreading

Symbols/Marks

Technique

Punctuation

Apostrophes T

Colons T

Commas T

Dashes T

Ellipses

Exclamation Marks T

Hyphens T

Parentheses/Brackets T

Periods T

Question Marks T

Quotation Marks T

Semicolons T

Substantive Editing

Analyzing the document?s organization

/tt/file_convert/555a5cf8d8b42ad56a8b5438/document.doc 11

Page 12: Skills Standards.doc

Test Name/ Competencies/ Topics Name of ResourcesClick on the hyperlink on the first page to view the evaluation for the textbook.

Test Name Competency or Topic Med

ical

Ter

min

olog

y

Med

ical

T

ran

scri

pti

on

Bas

ic C

PT

/HC

PC

S

Cod

ing

Bas

ic I

CD

-9-C

M

Cod

ing

Med

ical

Off

ice

Pra

ctic

e

**A

pp

reci

atin

g P

erso

nal

ity

Dif

fere

nce

s

**M

edic

al O

ffic

e A

dm

inis

trat

ion

(A

W

ork

text

)

**B

ein

g a

Med

ical

R

ecor

ds

Cle

rk

**T

he

Med

ical

M

anag

er

Checking for format consistency

Editing for tone and consistency

Visuals

Callouts

Captions

Figures

Footnotes

Legends back to top Tables Brainbench-ICD-9 & CPT Coding

Appendices

A-D Descriptions

Definitions T

Coding Process

5 Steps to Basic Coding T

Specific Coding Situations T

CPT Coding

Appendices T

Definition T

Evaluation and Management T

Sections and Divisions T

Diagnostic Coding

/tt/file_convert/555a5cf8d8b42ad56a8b5438/document.doc 12

Page 13: Skills Standards.doc

Test Name/ Competencies/ Topics Name of ResourcesClick on the hyperlink on the first page to view the evaluation for the textbook.

Test Name Competency or Topic Med

ical

Ter

min

olog

y

Med

ical

T

ran

scri

pti

on

Bas

ic C

PT

/HC

PC

S

Cod

ing

Bas

ic I

CD

-9-C

M

Cod

ing

Med

ical

Off

ice

Pra

ctic

e

**A

pp

reci

atin

g P

erso

nal

ity

Dif

fere

nce

s

**M

edic

al O

ffic

e A

dm

inis

trat

ion

(A

W

ork

text

)

**B

ein

g a

Med

ical

R

ecor

ds

Cle

rk

**T

he

Med

ical

M

anag

er

Purpose T

E Codes

Definitions ICD Basics

Definitions T

Volumes 1, 2, & 3 T

Medical Billing

CPT Coding

ICD-9CM

Practice Coding

Anesthesia Procedures

Non-Surgical Procedures

Other

Surgical procedures

Using the ICD-9-CM

Rules and Guidelines

V Codes back to top Definition and Uses American Association of Medical Assistants

1. A-F General (Transdisciplinary)

A. Medical Terminology1. Word building and

definitions

/tt/file_convert/555a5cf8d8b42ad56a8b5438/document.doc 13

Page 14: Skills Standards.doc

Test Name/ Competencies/ Topics Name of ResourcesClick on the hyperlink on the first page to view the evaluation for the textbook.

Test Name Competency or Topic Med

ical

Ter

min

olog

y

Med

ical

T

ran

scri

pti

on

Bas

ic C

PT

/HC

PC

S

Cod

ing

Bas

ic I

CD

-9-C

M

Cod

ing

Med

ical

Off

ice

Pra

ctic

e

**A

pp

reci

atin

g P

erso

nal

ity

Dif

fere

nce

s

**M

edic

al O

ffic

e A

dm

inis

trat

ion

(A

W

ork

text

)

**B

ein

g a

Med

ical

R

ecor

ds

Cle

rk

**T

he

Med

ical

M

anag

er

a. Basic structure

T T

(1) roots or stems T T

(2) prefixes T T

(3) suffixes T T

(4) plurals T T

(5) abbreviations T T

(6) symbols T T

b. Surgical procedures c. Diagnostic procedures T T

d. Medical specialties T T

e. Common diseases and pathology

T T

2. Uses of terminology a. Spelling and pronunciation

T T

b. Selection and use (eg, transcription, reports, records, documents, patient

T

education, correspondence, medicolegal documentation, letters, memos,

T

messages, facsimiles) c. Reference sourcesB. Anatomy and Physiology 1. Body as a whole, including multiple systems a. Structural units T

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Page 15: Skills Standards.doc

Test Name/ Competencies/ Topics Name of ResourcesClick on the hyperlink on the first page to view the evaluation for the textbook.

Test Name Competency or Topic Med

ical

Ter

min

olog

y

Med

ical

T

ran

scri

pti

on

Bas

ic C

PT

/HC

PC

S

Cod

ing

Bas

ic I

CD

-9-C

M

Cod

ing

Med

ical

Off

ice

Pra

ctic

e

**A

pp

reci

atin

g P

erso

nal

ity

Dif

fere

nce

s

**M

edic

al O

ffic

e A

dm

inis

trat

ion

(A

W

ork

text

)

**B

ein

g a

Med

ical

R

ecor

ds

Cle

rk

**T

he

Med

ical

M

anag

er

b. Anatomical divisions T

c. Positions and directions T

d. Body planes T

e. Common diseases and pathology

T

2. Systems, including structure, function, related conditions and diseases a. Integumentary T

b. Musculoskeletal T

c. Nervous T

d. Cardiovascular, hematopoietic and lymphatic

T

1. relationship between circulatory and respiratory systems

T

2. principles of cardiac compression e. Respiratory f. Digestive T

g. Urinary T

h. Reproductive T

i. Endocrine T

j. Sensory T

C. Psychology T

1. Basic principles a. Meaning of individual self-worth

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Page 16: Skills Standards.doc

Test Name/ Competencies/ Topics Name of ResourcesClick on the hyperlink on the first page to view the evaluation for the textbook.

Test Name Competency or Topic Med

ical

Ter

min

olog

y

Med

ical

T

ran

scri

pti

on

Bas

ic C

PT

/HC

PC

S

Cod

ing

Bas

ic I

CD

-9-C

M

Cod

ing

Med

ical

Off

ice

Pra

ctic

e

**A

pp

reci

atin

g P

erso

nal

ity

Dif

fere

nce

s

**M

edic

al O

ffic

e A

dm

inis

trat

ion

(A

W

ork

text

)

**B

ein

g a

Med

ical

R

ecor

ds

Cle

rk

**T

he

Med

ical

M

anag

er

b. Understanding human behavior-Maslow’s hierarchy of needs c. Social needs of people d. Understanding emotional behavior 2. Developmental stages of the life cycle a. Developmental theories used to explain behavior and development b. Human growth and development 3. Hereditary, cultural, and environmental influences on behavior

a. Helping patients adjust to illness

b. Cultural influences on behavior

c. Importance of recognizing cultural differences and attitudes toward the health

care system

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Page 17: Skills Standards.doc

Test Name/ Competencies/ Topics Name of ResourcesClick on the hyperlink on the first page to view the evaluation for the textbook.

Test Name Competency or Topic Med

ical

Ter

min

olog

y

Med

ical

T

ran

scri

pti

on

Bas

ic C

PT

/HC

PC

S

Cod

ing

Bas

ic I

CD

-9-C

M

Cod

ing

Med

ical

Off

ice

Pra

ctic

e

**A

pp

reci

atin

g P

erso

nal

ity

Dif

fere

nce

s

**M

edic

al O

ffic

e A

dm

inis

trat

ion

(A

W

ork

text

)

**B

ein

g a

Med

ical

R

ecor

ds

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d. Recognizing social and environmental influences on behavior 4. Defense mechanisms a. Recognition b. ManagementD. Professionalism 1. Displaying professional attitude a. Supporting professional organization b. Accepting responsibility for own actions 2. Job readiness and seeking employment a. Resume and cover letter b. Methods of job searching c. Interviewing as a job candidate d. Professional presentation 3. Performing within ethical boundaries a. Ethical standards (1) AAMA Codes of Ethics

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Test Name Competency or Topic Med

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(2) AMA Code of Ethics b. Patient rights c. Current issues in medical bioethics 4. Maintaining confidentiality

a. Agent or physician (1) patient rights (2) releasing patient information b. Intentional tort (1) invasion of privacy (2) slander and libel 5. Working as a team member to achieve goals a. Member responsibility b. Promoting competent patient care c. Utilizing principles of group dynamicsE. Communication 1. Adapting communication to individual’s ability to understand (eg, patients with special needs a. Blind

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Test Name Competency or Topic Med

ical

Ter

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Med

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b. Deaf c. Elderly d. Children e. Seriously ill f. Mentally impaired g. Illiterate h. Non-English-speaking i. Anxious. j. Angry/distraught k. Motor impaired 2. Recognizing and responding to verbal and nonverbal communication a. Positive body language b. Listening skills c. Eye contact d. Barriers to effective communication e. Identifying needs of others 3. Patient instruction a. Explaining general office policies b. Instructing individuals according to their needs c. Instructing and demonstrating the use and care of patient equipment

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Test Name Competency or Topic Med

ical

Ter

min

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Med

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d. Providing instruction for health maintenance and disease prevention e. Identifying community resources 4. Professional communication and behavior

a. Professional situations (1) tact (2) diplomacy (3) courtesy (4) responsibility b. Therapeutic relationships (1) impartial behavior (2) effective responses to cultural differences (3) empathy 5. Evaluating and understanding communicationa. Observation b. Active listening c. Feedback 6. Interviewing techniques a. Guiding, controlling and ending interviews b. Using questions (eg, exploratory, open-ended, and direct)

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Test Name Competency or Topic Med

ical

Ter

min

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Med

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c. Specific interviews (1) interviewee (eg, patient, family member, others) (2) setting (eg, office, telephone, hospital) d. Legal restrictions 7. Receiving, organizing, prioritizing and transmitting information a. Modalities for receiving incoming data (eg, mail, fax, telephone, computer) b. Prioritizing incoming data (eg, importance, urgency, recipient availability) 8. Telephone techniques a. Incoming calls management criteria (1) screening (2) effective conversation (3) maintaining confidentiality (4) gathering data (5) multiple-line competency (6) transferring appropriate calls

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Test Name Competency or Topic Med

ical

Ter

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Med

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(7) screening and referral (8) identifying caller, office and self (9) taking messages (10) ending calls b. Monitoring special calls (1) problem calls (eg, unidentified caller, angry patient, family member)

O

(2) emergency calls 9. Fundamental writing skills a. Sentence structure b. Grammar c. PunctuationF. Medicolegal Guidelines & Requirements 1. Licenses and accreditation a. Medical practice acts b. Renewal of license c. Revocation/suspension of license (1) criminal/unprofessional conduct (2) professional/personal incapacity

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Test Name Competency or Topic Med

ical

Ter

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d. Facility accreditation (1) state requirements (a) certificate of need (CON) (b) laboratory registration (2) federal requirements (a) ambulatory surgical center (ASC) (b) physician office laboratory (POL) 2. Legislation a. State compliance (1) personnel standards, hiring and termination (2) Medicare/Medicaid reimbursement policies

(3) Acts(a) living wills(b) anatomical gifts

(4) reportable incidences (a) public health statues (eg, communicable diseases, vital statistics,

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Test Name Competency or Topic Med

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Ter

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substance abuse/chemical dependency, abuse against persons)

(b) criminal acts b. Federal compliance (1) Occupational Safety and Health Act (OSHA) (2) right to privacy (3) controlled substances (4) Medicare/Medicaid regulations (5) Clinical Laboratory Improvement Act (CLIA ’88) (6) Americans with Disabilities Act (ADA) 3. Documentation/reporting a. Sources of information b. Drug Enforcement Agency (DEA) c. Internal Revenue Service (eg, personnel forms)d. Employment lawse. Personal injury occurrences

f. Workers’ compensation g. Medical records (1) patient activity

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Test Name Competency or Topic Med

ical

Ter

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Med

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(2) patient care (3) patient confidentiality (4) ownershiph. Personnel records (1) evaluation (2) privacy 4. Releasing medical information a. Consent (1) patient written authorization (2) state and federal codes (a) right to privacy (b) drug and alcohol rehabilitation records (c) public health and welfare disclosure (d) rights of emancipated minors (e) HIV-related issues (f) subpoena duces tecum B. Rescinding authorization for release 5. Physician-patient relationship

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Test Name Competency or Topic Med

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Ter

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a. Contract (1) legal obligations (2) consequences for noncompliance b. Responsibility and rights (1) patient (2) physician (3) medical assistant c. Guidelines for third-party agreements d. Professional liability (1) statute of limitations (2) comparative/contributory negligence (3) assumption of risk g. Termination of medical care (1) establishing policy (2) elements for withdrawal (3) patient notification and documentation

II. G-0 AdministrativeG. Data Entry 1. Keyboard fundamentals and functions a. Alpha, numeric and symbol keys b. Spacing and margins

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Test Name Competency or Topic Med

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Ter

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c. Horizontal and vertical centering d. Tabulations 2. Formats a. Letters T T

b. Memos T

c. Reports T T

d. Manuscripts e. Envelopes T

f. Chart notes T T

3. Transcription T

4. Proofreading T

a. Proofreader’s marks T T

b. Making corrections from rough draft

T

H. Equipment 1. Equipment operation a. Adding machine/calculator b. Photocopier c. Dictation/transcribing machines

T T

d. Computer/word processor

T T

e. Fax machine f. Telephone services and use

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Test Name Competency or Topic Med

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(1) multi-button telephone (2) types of calls (3) features 2. Maintenance and repairs a. contents of instruction manual b. Routine maintenance (1) agreements (2) warranty (3) repair service I. Computer Concepts 1. Computer components a. Terminology b. Central processing unit (CPU), monitor, keyboard c. Scanner d. Printers e. Disk drive f. Storage devices (eg, floppy and hard disks, magnetic tapes) g. Operating systems h. Basic commands (1) starting a computer

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Test Name Competency or Topic Med

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(2) loading a program (3) formatting a disk (4) making a back-up copy (5) exiting and shutting down computer 2. Care and maintenance of computer a. Main unit and components b. Protection/safety c. Maintenance agreements d. Support 3. Computer applications a. Word processing b. Database (eg, menu, fields, records, files) c. Spreadsheets, graphics d. Electronic mail e. Networks f. Multi-user/multi-task system g. Security/password

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Test Name Competency or Topic Med

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h. Training programs (eg, user manual, tutorials, reference cards, help Screens) i. Medical management software (1) file maintenance (practice information) (2) new patient entry (demographic data, appointments) (3) diagnostic and procedural code entry (4) payment/entry transaction (5) electronic claims (6) routine billing (a) superbill (b) itemized statement to third parties (c) monthly statements (7) report generation (a) Monthly revenue

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Test Name Competency or Topic Med

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(b) Accounts receivable (8) utilities 4. Internet ServicesJ. Records Management 1. Needs, purposes and terminology of filing systems (a) Basic filing systems (1) alphabetic (2) numeric (3) geographic (4) subject (b) Special filing systems (1) color-code (2) tickler file (3) electronic data processing files (EDP) (4) cross-reference/master file 2. Process for filing documents 3. Organization of patient’s medical record 4. Filing guidelines a. Storing b. Protecting/safekeeping c. Transferring

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Test Name Competency or Topic Med

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d. Retaining e. Purging f. Destroying 5. Medical records a. Types (1) problem oriented (2) source oriented b. Collecting information c. Making corrections d. Retaining and purging (1) statute of limitations (2) deceased patientK. Screening and Processing Mail 1. US Postal Service a. Regulations b. Classifications c. Types of mail services d. Tracing mail e. Recalling mail 2. Private services a. Alternate delivery b. Fax services 3. Postal machine/meter 4. Processing incoming mail 5. Preparing outgoing mail a. Labels

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b. Optical Character Reader (OCR) guidelinesL. Scheduling and Monitoring Appointments 1. Utilizing appointment schedules a. Stream (1) types (2) uses b. Wave c. Modified wave d. Open booking e. Categorization scheduling 2. Appointment guidelines a. Legal aspects b. New/established patient c. Patient needs/preference d. Physician preference/habits e. Facilities/equipment requirements 3. Appointment protocol a. Follow-up visits (1) routine (2) urgent

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b. Emergency/acutely ill c. Physician referrals d. Cancellations/no-shows e. Physician delay/unavailability f. Outside services (eg, lab, x-ray, surgery) g. Reminders/recalls (1) appointment cards (2) tickler fileM. Resource Information and community Services 1. Services available 2. Appropriate referrals 3. Follow-up 4. Patient advocateN. Managing Physician’s Professional Schedule and Travel 1. Arranging meetings (eg, dates, facilities, accommodations) 2. Scheduling travel 3. Integrating meetings and travel with office schedule a. Matrix appointment schedule

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b. Arranging professional coverage c. Return schedule requirementsO. Managing the Office 1. Maintaining the physical plant a. Office environment (eg, arrangement furniture, equipment and supplies) b. Personnel

(1) recruiting(2) interviewing(3) hiring(4) evaluating

performance(5) disciplining(6) terminating(7) documenting

c. Facilities and equipment (1) maintenance and repair (2) safety regulations (a) Occupational Safety and Health Act (OSHA) (b) Centers for Disease Control (CDC) guidelines

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Test Name/ Competencies/ Topics Name of ResourcesClick on the hyperlink on the first page to view the evaluation for the textbook.

Test Name Competency or Topic Med

ical

Ter

min

olog

y

Med

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on

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PT

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(c) Americans with Disabilities Act (ADA) (d) fire regulations (e) Security systems 2. Equipment and supply inventory a. Inventory control b. Storage and security c. Purchasing 3. Maintaining liability coverage a. Types of coverage b. Recordkeeping 4. Time management a. Establishing priorities b. Managing routine dutiesP. Office Policies and Procedures 1. Patient information booklet 2. Patient education 3. Instructions for patients with special needs 4. Personnel manual

o Policy and procedures manual/protocols

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Test Name/ Competencies/ Topics Name of ResourcesClick on the hyperlink on the first page to view the evaluation for the textbook.

Test Name Competency or Topic Med

ical

Ter

min

olog

y

Med

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T

ran

scri

pti

on

Bas

ic C

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Q. Managing Practice Finances

1. Bookkeeping systems (eg, single, double entry, pegboard, computer) a. Demographic data b. Day sheets, charge slips, receipts, ledgers, etc. (1) charges, payments and adjustments (2) transactions (3) identifying and correcting errors c. Petty cash 2. Coding systems a. Types (1) Current Procedural Terminology (CPT) (2) International Classification of Diseases, Clinical Modifications (current Schedule) (3) Diagnosis Related Groups (DRGs) (4) Relative Value Studies (RVS)

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Test Name/ Competencies/ Topics Name of ResourcesClick on the hyperlink on the first page to view the evaluation for the textbook.

Test Name Competency or Topic Med

ical

Ter

min

olog

y

Med

ical

T

ran

scri

pti

on

Bas

ic C

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(5) Healthcare Financing Common Procedural coding System (HCFA) (HCPCS Level II) (6) Resource-based Relative Value Scale (RBRVS) b. Relationship between procedures and diagnosis codes

o Third-party billing a. Types (1) Blue Cross/Blue Shield (2) commercial carriers (3) government plans (a) Medicare (b) Medicaid (c) workers’ compensation (d) CHAMPUS-Tricare (e) CHAMPVA (4) prepaid HMO, PPO, IPA b. Processing claims (1) manual and electronic preparation of claims (2) tracing claims (3) sequence of filing (eg, primary vs. secondary)

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Test Name/ Competencies/ Topics Name of ResourcesClick on the hyperlink on the first page to view the evaluation for the textbook.

Test Name Competency or Topic Med

ical

Ter

min

olog

y

Med

ical

T

ran

scri

pti

on

Bas

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(4) reconciling payments/rejections (5) inquiry and appeal process c. Applying managed care policies and procedures (1) referrals (2) precertification (3) fee schedules 4. Accounting and banking procedures a. Accounts receivable (1) collecting/updating demographic data (2) billing procedures (a) itemization (b) billing cycles (3) aging/controlling accounts receivable (4) collection procedures (a) collection ratio (b) office collection efforts

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Test Name/ Competencies/ Topics Name of ResourcesClick on the hyperlink on the first page to view the evaluation for the textbook.

Test Name Competency or Topic Med

ical

Ter

min

olog

y

Med

ical

T

ran

scri

pti

on

Bas

ic C

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(c) collection agencies (d) consumer protection acts b. Accounts payable (1) ordering goods and services (2) monitoring invoices (3) tracking merchandise (4) paying accounts (5) writing checks c. Banking procedures (1) processing accounts receivable (2) preparing bank deposit (3) electronic banking (4) reconciling bank statement (5) maintaining financial records 5. Employee payroll a. Maintaining payroll records b. Calculating wages and

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Test Name/ Competencies/ Topics Name of ResourcesClick on the hyperlink on the first page to view the evaluation for the textbook.

Test Name Competency or Topic Med

ical

Ter

min

olog

y

Med

ical

T

ran

scri

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on

Bas

ic C

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taxes c. Preparing payroll checks and earning statement d. Depositing taxes

back to top e. Filing and mailing tax reports

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