Chapter 3 of 6 · Medical Office Assistant
Administrative Procedures and Office Management
41 lessons in this chapter. Work through them in order, or jump to the one you need.
- Office Workflow and Patient Flow
- Reception Responsibilities and Time Management
- Task Prioritization, Interruptions, and Escalation
- Office Organization, Policies, and Quality Improvement
- New-Patient Registration and Demographics
- Insurance Information Collection
- Appointment Scheduling, Types, and Templates
- Cancellations, No-Shows, and Waitlists
- Referrals and Prior Authorization Concepts
- Urgent vs Routine Scheduling and Identity Verification
- Reception-Area Management and Privacy
- Patient Check-In and Check-Out
- Intake Questions and Updating Patient Information
- Language Access, Accessibility, and De-escalation
- Patient Complaints, Boundaries, and Urgent Escalation
- Telephone Etiquette and Identifying Urgent Calls
- Message Documentation and Routing Clinical Concerns
- Telephone Triage Boundaries and Avoiding Medical Advice
- Voicemail, Email, Portal, and Secure Communication
- Read-Back, Clarification, and Communication Partners
- Problem-Oriented Medical Record and SOAP Notes
- Documentation Standards: Objective vs Subjective
- Amendments, Corrections, and Late Entries
- Legal Significance of Records and Never Falsifying
- Record Retention and Access
- EHR Basics and Master Patient Index
- Patient Matching and Duplicate-Record Prevention
- Patient Portals and Secure Messaging
- User Access, Passwords, and Audit Trails
- Backup, Disaster Recovery, and Downtime
- Cybersecurity and Phishing Awareness
- HIPAA and Protected Health Information
- Minimum Necessary and Permissible Disclosures (TPO)
- Authorizations and Release of Information
- Privacy, Confidentiality, and Security
- Informed Consent Boundaries
- Negligence and Malpractice
- Incident Reporting and Mandatory Reporting
- Subpoenas and Legal Requests
- Ethical Principles and Dilemmas
- Fraud and Abuse Awareness