Medical Assisting Essentials of Administrative and Clinical Competencies

by Keir, Lucille; Wise, Barbara A.; Krebs, Connie

• ISBN13: 9781401812522
• ISBN10: 140181252X
• Edition: CD
• Format: Paperback
• Copyright: 2002-12-09
• Publisher: Delmar Cengage Learning

Summary

This competency-based learning system covers the administrative, clinical, and general areas necessary for entry-level employment as identified by the medical assistant role delineation study issued by the American Association of Medical Assistants. A listing of role delineation areas in each unit and in Appendix A make it easy to locate specific skills within each competency. A unit on related therapies presents information on complimentary and alternative treatments.

Table of Contents

Medical Assisting Skills CD-ROMs Quick Locator	xi
Index of Tables	xii
Index of Procedures	xii
Preface	xiv
Acknowledgments	xvi
Reviewers	xvi
Dedication	xvii
Appreciation to Delmar Learning	xvii
How to Use This Book	xviii
How to Use the Medical Assisting Skills CD-ROMs	xx
SECTION 1 Medical Health Care Roles and Responsibilities	1	(112)
Health Care Providers	2	(26)
Unit 1 A Brief History of Medicine	3	(12)
Ancient History	3	(3)
Medieval History	6	(1)
Early Medical Pioneers	7	(1)
Modern Medical Pioneers	8	(2)
Early Leaders in American Medicine	10	(1)
Replacement Parts	11	(1)
The Impact of Government on Health Care	12	(1)
The Impact of Consumers on Health Care	13	(1)
Women in Medicine	14	(1)
Unit 2 The Health Care Team	15	(4)
Allied Health Professionals	15	(4)
Unit 3 Medical Practice Specialties	19	(9)
Health Care Professions	20	(4)
Subspecialty/Special Interest Areas	24	(1)
A Note Regarding Doctors	25	(3)
The Medical Assistant	28	(24)
Unit 1 Training, Job Responsibilities, and Employment Opportunities	29	(8)
Training	30	(2)
Job Responsibilities	32	(1)
Employment Opportunities	33	(1)
Career Laddering	33	(4)
Unit 2 Personal Characteristics	37	(6)
Highly Desirable Characteristics of Health Care Workers	38	(3)
Personality Qualities	41	(1)
Perception as a Professional	42	(1)
Unit 3 Professionalism	43	(9)
How Medical Assisting Began	44	(1)
History of Professional Organizations	44	(3)
Professionalism	47	(1)
Competency of Programs	48	(1)
Becoming Certified	49	(3)
Medical Ethics and Liability	52	(16)
Legal Concepts
Unit 1 Ethical and Legal Responsibilities	53	(8)
Licensure Requirements	53	(1)
Ethical Considerations	54	(2)
Legal and Ethical Issues	56	(1)
The Uniform Anatomical Gift Act	56	(1)
Living Will	57	(1)
Legal Matters	58	(3)
Unit 2 Professional Liability	61	(7)
Physician and Patients Rights	61	(1)
Medical Assistant Rights	62	(1)
Negligence	63	(1)
Medical Records	64	(2)
Medical-Legal-Ethical Scenario	66	(2)
Interpersonal Communications	68	(18)
Unit 1 Verbal and Nonverbal Messages	69	(5)
Perception	70	(1)
Body Language	70	(3)
Medical-Legal-Ethical Scenario	73	(1)
Unit 2 Behavioral Adjustments	74	(3)
Defense Mechanisms	74	(2)
Problem Solving	76	(1)
Mental and Emotional Status Influencing Behaviors	76	(1)
Communicating Emotional States	77	(1)
Unit 3 Patients and Their Families	77	(4)
Right to Privacy	78	(1)
Choice of Treatment	79	(1)
Terminal Illness	80	(1)
Unit 4 Office Interpersonal Relationships	81	(5)
Staff Arrangements	82	(1)
Intraoffice Communication	83	(1)
Career Entry	83	(1)
Employee Evaluation	84	(1)
Medical-Legal-Ethical Scenario	85	(1)
The Office Environment	86	(27)
Greeting Patients
Unit 1 Safety, Security, and Emergency Provisions in the Medical Office	87	(4)
A Safe, Healthy Environment Throughout the Medical Office	87	(1)
General Office Safety	88	(3)
Security in the Medical Office	91	(1)
Unit 2 Efficient Office Design	91	(6)
Designing the Medical Facility to Accommodate People with Disabilities	92	(1)
Planning the Layout of a General Practice	93	(4)
Unit 3 Ergonomics in the Medical Office	97	(6)
The Science of Ergonomics	98	(1)
The Ergonomic Design of a Medical Facility	98	(1)
Considerations in Medical Facility Layout and Design	99	(4)
Unit 4 Preparing for the Day	103	(10)
Preparing for the Day	103	(3)
The Receptionist	106	(3)
Closing the Office	109	(1)
Medical-Legal-Ethical Scenario	110	(3)
SECTION 2 The Administrative Medical Assistant	113	(146)
Oral and Written Communications	114	(58)
Telephone Skills
Telephone Messages
Scheduling
Parts of a Letter
Parts of the Envelope
Unit 1 Telephone Communications	115	(10)
Answering the Telephone	115	(1)
Documenting Telephone Messages	116	(3)
Common Types of Phone Calls	119	(6)
Finding Phone Numbers	125	(1)
Unit 2 Schedule Appointments	125	(12)
Appointment Strategies	126	(2)
Establishing a Matrix	128	(2)
Appointment-Making Suggestions	130	(2)
Maintaining the Schedule	132	(1)
Miscellaneous Appointment Scheduling	133	(1)
Setting and Keeping Realistic Schedules	134	(2)
Appointments Outside the Medical Office	136	(1)
Follow-up Appointments	137	(1)
Unit 3 Written Communications	137	(11)
Written Communication	138	(2)
Preparing Written Communication	140	(3)
Composing a Business Letter	143	(1)
Mailable Standards	144	(1)
Selecting a Letter Style	144	(2)
Compose a Business Letter	146	(2)
Unit 4 Receiving and Sending Office Communications	148	(11)
Incoming Mail	149	(1)
Sorting Mail	149	(1)
Opening Mail	149	(1)
Processing Incoming Mail	150	(1)
Vacation Mail	150	(1)
Make Mail Machinable	150	(1)
Addressing Envelopes	151	(1)
Address Block Location	151	(2)
Completing Mailing	153	(1)
Stamp or Meter Mail	153	(1)
Mail Classifications	153	(1)
Special Mailing Services	154	(1)
Alternative Ways to Communicate	155	(4)
Unit 5 Office Management Equipment	159	(13)
Calculator or Adding Machine	160	(1)
Copy Machine	160	(2)
Microfiche or Microfilm	162	(1)
Dictation-Transcription Machine	162	(1)
Word Processors	163	(1)
The Computer	164	(3)
Computer Printers	167	(1)
Computer Software	167	(2)
Important Steps in Selecting a Computer System	169	(2)
Medical-Legal-Ethical Scenario	171	(1)
Records Management	172	(22)
Medical Records
Subject Filing
Numeric Filing
Unit 1 The Patient's Medical Record	173	(7)
The Purpose of Records	173	(1)
Parts of the Medical Record	174	(2)
Dating, Correcting, and Maintaining the Chart	176	(1)
Tracking Medical Records	177	(1)
Call-Backs	177	(1)
The Problem-Oriented Medical Record	177	(3)
Medical-Legal-Ethical Scenario	180	(1)
Unit 2 Filing	180	(14)
Importance of Filing	181	(1)
Filing Steps	181	(2)
Finding a Missing Chart	183	(1)
Filing Storage	183	(1)
Filing Supplies	184	(2)
Paperless Files	186	(1)
Filing Systems	186	(1)
How to File Alphabetically	187	(2)
How to File Numerically	189	(1)
How to File by Subject	190	(1)
How to Use a Chronologic (Tickler) File	190	(1)
Desktop Files	191	(1)
Purging Files	191	(2)
Medical-Legal-Ethical Scenario	193	(1)
Collecting Fees	194	(18)
Billing and Collections
Insurance and Coding
Unit 1 Medical Care Expenses	195	(2)
Personal Data Sheet	195	(2)
Unit 2 Credit Arrangements	197	(1)
Payment Planning	197	(1)
Credit Card Usage	198	(1)
Unit 3 Bookkeeping Procedures	198	(6)
Bookkeeping Terms	199	(3)
Bookkeeping	202	(1)
Exceptions to Usual Procedures	202	(1)
Pegboard System	203	(1)
Unit 4 Computer Billing	204	(2)
Unit 5 Collecting Overdue Payments	206	(6)
Medical-Legal-Ethical Scenario	210	(2)
Health Care Coverage	212	(26)
Insurance and Coding
Unit 1 Fundamentals of Managed Care	213	(4)
Health Maintenance Organizations	213	(2)
Terms Used in Health Insurance	215	(2)
Unit 2 Health Care Plans	217	(7)
Commercial Health Insurance	217	(1)
Managed Care Delivery Systems	218	(1)
Government Health Plans	219	(5)
Tricare (Champus)	224	(1)
Unit 3 Preparing Claims	224	(14)
The Beginning of Claim Forms	225	(1)
The History of Coding	225	(1)
Current Use of ICD Codes	226	(1)
Performing Coding Functions	226	(1)
ICD-9-CM 2001	227	(1)
Identifying the Diagnosis	228	(1)
Current Procedural Terminology Codes	228	(2)
Completing the Claim Form	230	(1)
Maintaining an Insurance Log	231	(2)
Delinquent Claims	233	(1)
Common Claim Errors	233	(1)
Electronic Claim Filing	233	(1)
Accepting Assignment	233	(1)
Medicare Audit	234	(1)
Reimbursement	234	(1)
The Future of Insurance Claims	234	(2)
Maintaining Currency	236	(1)
Medical-Legal-Ethical Scenario	236	(2)
Medical Office Management	238	(21)
Banking
Payroll Procedures
Purchase Orders
Patient Receipts
Unit 1 The Language of Banking	239	(3)
Banking Terms	239	(3)
Unit 2 Currency, Cash, and Petty Cash	242	(6)
Currency	242	(1)
Features of a Check	243	(1)
Writing Checks	244	(1)
Checks Received from Patients	244	(1)
Endorsement	245	(1)
Making Deposits	246	(1)
Deposit by Mail	246	(1)
Reconciling Bank Statements	247	(1)
Petty Cash and Other Accounts	247	(1)
Unit 3 Salary, Benefits, and Tax Records	248	(4)
Employee Requirements and Records	249	(1)
Medical Office Requirements and Records	249	(2)
Benefits	251	(1)
Unit 4 General Management Duties	252	(7)
Daily and Monthly Account Records	252	(1)
Missed Appointments	253	(1)
Office Policy Manual	253	(1)
Office Procedure Manual	253	(1)
Staff Meetings	253	(1)
Patient Information Brochure	253	(1)
Patient Refunds	254	(1)
Equipment Maintenance and Supply Inventory	254	(1)
Responsibility for Decision Making	254	(1)
Responsibilities to Employees	255	(1)
Responsibility for the Facility	255	(1)
Responsibilities to Physicians	255	(1)
Responsibility for Preparing for a Site Visit	256	(1)
Preparing for an Insurance Site Review	256	(1)
Moving the Office	256	(1)
Responsibilities at Existing Facility	256	(1)
Manger's Rewards	257	(1)
Medical-Legal-Ethical Scenario	258	(1)
SECTION 3 The Clinical Medical Assistant	259	(342)
Preparing for Clinical Duties	260	(26)
Sterile Gloves and Gowns
Gloves and Gown
Hand Washing
Infection Control
Removing Contaminated Items
Unit 1 Guidelines for the Personal Safety and Well-being of Staff and Patients	262	(8)
Keeping the Entire Medical Facility Clean	262	(3)
Guidelines for Preventing the Transfer of Disease	265	(1)
Hand Washing Guidelines	265	(3)
Basic Guidelines for Lab Safety	268	(2)
Unit 2 Infection Control	270	(16)
Disease Prevention	272	(2)
Disease Transmission	274	(5)
Infection Control	279	(1)
Care of Instruments	280	(5)
Medical-Legal-Ethical Scenario	285	(1)
Beginning the Patient's Record	286	(40)
Weighing a Client
Taking a Temperature
Taking a Pulse
Counting Respirations
Taking Blood Pressure
Unit 1 Medical History	287	(3)
Patient's Medical History	287	(3)
Height and Weight	290	(1)
Unit 2 Triage	290	(6)
Phone Triage	295	(1)
Face-to-Face Triage	295	(1)
Unit 3 Vital Signs	296	(30)
Temperature	297	(14)
Pulse	311	(4)
Respiration	315	(2)
Temperature-Pulse-Respiration Ratio	317	(1)
Blood Pressure	318	(7)
Medical-Legal-Ethical Scenario	325	(1)
Preparing Patients for Examinations	326	(68)
Weighing a Client
Unit 1 Procedures of the Eye and Ear	327	(16)
Eye and Ear Examination	328	(6)
Visual Acuity	334	(4)
Pelli--Robson Contrast Sensitivity Chart	338	(1)
Auditory Acuity	339	(1)
Hearing Tests	340	(2)
Medical-Legal-Ethical Scenario	342	(1)
Unit 2 Positioning and Draping for Examinations	343	(8)
Positioning and Draping Patient	343	(1)
Body Mechanics	344	(1)
Examination Positions	345	(6)
Unit 3 Preparing Patients for Examinations	351	(14)
Assisting with the Examination	352	(1)
Evaluation Techniques	352	(2)
Documentation of the Exam	354	(1)
Preparation of the Examination Room	354	(1)
Preparation of the Patient	354	(1)
Physical Examination Format	355	(1)
General Appearance of the Patient	355	(8)
The Diagnosis	363	(1)
Patient Care	363	(1)
Medical-Legal-Ethical Scenario	364	(1)
Unit 4 Assisting with Special Examinations	365	(29)
The Pap Test and Hormonal Smears	367	(4)
Follow Up Patient Care	371	(1)
Obstetrics Patients	371	(3)
Pediatric Examinations	374	(4)
Assisting with the Pediatric Exam	378	(1)
Pediatric Measurements	378	(5)
Measuring Height	383	(1)
Weighing the Pediatric Patient	384	(2)
Head Circumference	386	(1)
Chest Circumference	386	(1)
Recording Measurements	386	(2)
Sigmoidoscopy	388	(5)
Medical-Legal-Ethical Scenario	393	(1)
Specimen Collection and Laboratory Procedures	394	(60)
Infection Control
Hand Washing
Skin Puncture
Measuring Blood Glucose
Clean Catch Urine Sample
Testing Urine
Collecting Specimens
Wound Specimens
Unit 1 The Microscope	396	(3)
Parts of the Microscope	398	(1)
Unit 2 Capillary Blood Tests	399	(18)
Laboratory Classification and Regulation	400	(1)
Skin Puncture	400	(3)
PKU Test	403	(1)
Hemoglobin and Hematocrit	404	(5)
Blood Glucose Screening	409	(3)
GTT---Glucose Tolerance Test	412	(1)
Blood Cell Count	412	(5)
Unit 3 Venous Blood Tests	417	(11)
Venipuncture	417	(10)
Erythrocyte Sedimentation Rate	427	(1)
Unit 4 Body Fluid Specimens	428	(17)
Urine Specimens	429	(9)
Sputum Specimens	438	(3)
Stool Specimens	441	(2)
Hemoccult Sensa Tests	443	(2)
Unit 5 Bacterial Smears and Cultures	445	(9)
Bacteriological Smear	445	(1)
Culturing	446	(1)
Gram's Staining	447	(5)
Medical-Legal-Ethical Scenario	452	(2)
Diagnostic Tests, X-Rays, and Procedures	454	(38)
Unit 1 Diagnostic Tests	455	(6)
Skin Tests	455	(6)
Unit 2 Cardiology Procedures	461	(17)
Path of Electrical Impulses	464	(1)
Routine Electrocardiograph Leads	464	(5)
Interference	469	(3)
Standardization	472	(2)
Stress Tests	474	(1)
Holter Monitoring	475	(2)
Other Cardiovascular Equipment	477	(1)
Unit 3 Diagnostic Procedures	478	(4)
Vital Capacity Tests	479	(1)
Sonographic Studies	480	(1)
Magnetic Resonance Imaging---MRI	480	(2)
Unit 4 Diagnostic Radiological Examinations	482	(10)
Radiological Studies	482	(5)
KUB	487	(4)
Medical-Legal-Ethical Scenario	491	(1)
Minor Surgical Procedures	492	(22)
Infection Control
Hand Washing
Sterile Gloves and Gowns
Sutures and Staples
Skin Preparation	496	(2)
Debridement	498	(1)
Sterile Gloves	498	(1)
Assisting with Procedures	499	(9)
Suture Removal	508	(4)
Medical-Legal-Ethical Scenario	512	(2)
Assisting with Medications	514	(44)
Prescriptions
Rectal Medications
Oral Medications
Nebulized Medications
Skin/Topical Medications
Withdrawing from an Ampule
Medication from a Vial
Mixing Medications from Vials
Intradermal Medications
Subcutaneous Medications
Intramuscular Medications
Z-Tract Injection
Unit 1 Prescription and Nonprescription Medications	515	(9)
Commonly Prescribed Medications	515	(1)
Pharmaceutical References	515	(3)
Writing Prescriptions	518	(1)
Recording Medications	519	(5)
Storing Medications	524	(1)
Unit 2 Methods of Administering Medications	524	(8)
Administering Medication	525	(6)
Considerations of Drug Action	531	(1)
Medical-Legal-Ethical Scenario	531	(1)
Unit 3 Injections and Immunizations	532	(26)
Injections	532	(13)
Immunizations	545	(11)
Medical-Legal-Ethical Scenario	556	(2)
Emergencies, Acute Illness, Accidents, and Recovery	558	(43)
Accidental Poisoning
Heimlich Maneuver
Administering CPR
Applying a Splint
Assiting with Casting
Cast Care and Comfort
Applying Dry Heat
Applying a Cold Treatment
Skin Puncture
Bandaging
Dry Dressing
Elastic Bandages
Safe Falling
ROM Exercises
Applying an Arm Sling
Assisting with a Cane
Assisting with Crutches
Assisting with a Walker
Safe Lifting
Unit 1 Managing Emergencies in the Medical Office	559	(2)
Emergency Provisions in the Medical Office	559	(1)
Documenting Emergency Procedures	560	(1)
Emergency Services	561	(1)
Unit 2 Acute Illness	561	(14)
Distinguishing Severity of Illness	562	(4)
Respiratory Emergencies	566	(1)
Cardiopulmonary Resuscitation	567	(1)
CPR and Disease Transmission	568	(7)
Unit 3 First Aid in Accidents and Injuries	575	(15)
Sudden Illnesses and Injuries	576	(1)
Burns	576	(4)
First Aid for Common Injuries	580	(3)
Wounds	583	(7)
Unit 4 Recovering Function and Mobility	590	(11)
Indications for Mobility Devices	590	(9)
Safety at Home	599	(1)
Medical-Legal-Ethical Scenario	599	(2)
SECTION 4 Behaviors and Health	601	(42)
Behaviors Influencing Health	602	(41)
Unit 1 Nutrition, Exercise, and Weight Control	603	(13)
Nutrition	604	(9)
Exercise	613	(2)
Sleep	615	(1)
Medical-Legal-Ethical Scenario	615	(1)
Unit 2 Habit-Forming Substances	616	(8)
Alcohol	617	(1)
Abusive Behaviors	618	(1)
Drugs	618	(5)
Smoking	623	(1)
Unit 3 Stress and Time Management	624	(7)
Office Stress	625	(1)
Stress and Related Illness	626	(3)
Time Management	629	(2)
Unit 4 Related Therapies	631	(12)
Increased Popularity of Related Medical Therapies	632	(2)
Herbal Products and Dietary Supplements	634	(1)
Related Therapies	635	(5)
Medical-Legal-Ethical Scenario	640	(3)
SECTION 5 Employability Skills	643	(20)
Achieving Satisfaction in Employment	644	(19)
Writing a Resume
Writing a Cover Letter
Writing a Thank You Letter
Unit 1 The Job Search	645	(5)
The Resume	645	(2)
The Cover Letter	647	(1)
Classified Advertisements	648	(1)
Public Employment Services	648	(1)
Private Employment Agencies	649	(1)
Other Contacts	649	(1)
Medical-Legal-Ethical Scenario	649	(1)
Unit 2 Getting the Job and Keeping It	650	(13)
Application Forms	650	(2)
The Interview	652	(2)
What Employers Want Most in Employees	654	(2)
The Job Description	656	(1)
The Employee Evaluation/Review	656	(2)
Advancement	658	(1)
Terminating Employment	659	(1)
Summary	660	(1)
A Final Note	660	(1)
Medical-Legal-Ethical Scenario	660	(3)
Appendix A AAMA Medical Assistant Role Delineation Chart and Grid---Correlation of Text to AAMA Role Delineation Study	663	(2)
Appendix B CAAHEP Standards for Curriculum and Grid---Correlation of Text to CAAHEP Standards	665	(2)
Appendix C ABHES Course Content Requirements and Grid---Correlation of Text to ABHES Requirements	667	(3)
Appendix D Registered Medical Assistant (RMA [AMT]) Certification Competencies	670	(2)
Appendix E Site Review Checklists	672	(6)
Appendix F Converting Measurements; Medical Symbols; Abbreviations; and Terminology	678	(9)
Glossary	687