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Terms in this set (37)

The primary goal of "screening" phone calls is:

understanding the purpose of the call to direct it to the correct person

What phone call would be directly forwarded to the physician?

calls from other providers about patients

An answering service is used for: (3)

1) covering the telephone if all staff members need to be away at the same time
2) take messages
3) answer and screen phone calls after-hours

When using a speakerphone, the medical administrative assistant should be cautious because:

confidentiality may be violated

When answering the phone you:

always identify the facility, your name, and ask how you can help the caller

The medical front office assistant can help calm an angry caller by: (3)

1) conveying empathy and using active listening skills
2) not placing blame or accusing anyone
3) remaining calm and listening to the caller's concerns

What information is required when taking a telephone message?

the person they are calling for, the caller's name and phone number, the date and time of the call

callers who refuse to identify themselves should:

be asked who is calling

A patient calls complaining about the fee that was charged for the visit. The medical administrative assistant should: (3)

1) use an approach similar to that for angry callers
2) present options for resolution and ask if caller is agreeable to them
3) thank the caller for bringing this to your attention

Tidal wave scheduling

open office hours

the purpose of creating a scheduling matrix:

flexible wait times for patients

Stream scheduling, patient appointments are booked:

at a specific appointment time for each patient

Double booking

scheduling two patients at the same time

The provider was called into emergency surgery and is now running 30 minutes late for morning appointments. What should the medical front office assistant do?

inform patients that an emergency caused the delay and ask if they want to wait or reschedule

An effective way to deal with patients who are chronically late for appointments is to:

give them the last appointment of the day

If several patients cancel their appointments for the day, what action should the medical front office assistant take?

call patients on a waiting list to see who may be able to come

Clustering

scheduling patients in groups of similar types of appointments on the same day or within a certain block of time during a day

Important things to do when scheduling a new patient (3)

gather preliminary information, provide directions to the office, and explain financial obligations if the patient is expected to pay at the time of service

What are factors to creating the scheduling matrix? (3)

1) provider preferences
2) availability of rooms and equipment
3) patient needs

Factors to reordering supplies (3)

1) when the order is delivered, note the items, date and amount received
2) determine the point at which supplies should be replenished
3) inventory ordering process should be performed at least monthly

When should the medical front office assistant pull patient medical files?

the evening before the patient's appointment

the goal of inventory management is to:

have enough supplies on-hand to use, while not having too much in stock

When ordering narcotics what is needed?

physician's authorization and proof of DEA registration

Where should prescription pads be stored?

locked drawer or cabinet

maintenance of the reception area involves: (4)

1) children's area is safe, secure and sanitized
2) clear area of obstacles that could trip patients or staff
3) magazines displayed neatly
4) music or TV is family friendly at low volume

The last duty of a Medical administrative assistant when closing the office is:

turning on the office alarm

encounter form

document that includes patient demographics, as well as the diagnosis and services provided during the patient's visit

The first duty of the Medical Administrative Assistant when opening the office is:

checking the voice mail or answering service for messages

When new stock is received, where should it be placed on the shelf?

at the back

Information included on the patient intake form: (3)

1) patient's name, address, phone number and date of birth
2) social security number and driver's license number
3) insurance company, policy and group numbers

Assignment of Benefits

form authorizing health insurance benefits and payments to be sent directly to the provider

verifying eligibility

process used to confirm that health insurance benefits are effective for the patient on the date of service

All patients should be:

escorted to the exam room and provided instructions about what they are to do

What is the appropriate way to greet an existing patient entering the office?

Good morning, Mrs. Chen

Which documents are required when ensuring completion of forms for all patients? (3)

1) assignment of benefits
2) receipt of NPP
3) authorization to release medical records

The best way to decide if a patient requires special assistance is to:

ask all patients if you can be of assistance

What should the Administrative Medical Assistant do when completing the visit? (3)

1) check the encounter form or EHR about fees to collect from patient
2) collect copay, deductible, or other amounts and document on day sheet
3) provide a receipt for payment and an appointment card for any scheduling

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When should the medical assistant who opens the office arrive at work?

The Day Begins Medical offices often open at eight a.m.; earlier if early hour appointments are available. You may choose to arrive at work a half-hour before patients are scheduled to arrive in order to prepare for the day.

What might be printed by the medical assistant before patients arrive quizlet?

In some offices, a charge slip is printed ahead of time for each patient and attached to the medical record. In other offices, the charge slip is printed when the patient arrives.

Why is it important to document missed appointments in the patient's medical record quizlet?

Why is it important to document a cancelled or missed appointment in the medical record? This provides a permanent record if the patient's condition becomes worse and the patient claims that the physician would not see him or her.

What should the order of pulled Charts be?

Patient charts pulled for the day should be placed in alphabetic order.