Healthcare Data Management CPU Objectives
Activity 1: Introduction
1-1. Discuss the history of medical assisting.
1-2. Discuss the roles and responsibilities of medical assistants.
1-3. Compare clinical medical assistants and administrative medical assistants.
1-4. Identify qualities and characteristics for success in the medical office.
1-5. Identify other types of non-clinical medical office careers.
1-6. Research two careers in the medical office setting and write a one-page summary of each.
Activity 2: Communication
2-1. Discuss the communication process.
2-2. Identify types of communication.
2-3. Discuss business letters.
2-4. Identify basic telephone procedures used in a medical office.
2-5. Review proper telephone etiquette.
2-6. Discuss call-screening and how it is utilized in a medical office.
2-7. Discuss proper procedures for taking a message.
2-8. Practice procedures for taking a message in a medical office.
2-9. Write an outgoing message for an answering machine at a doctor’s office.
2-10. Use an audio recorder and a headset with microphone to record the message.
Activity 3: Appointments
3-1. Discuss the importance of appointment scheduling.
3-2. Define phone triage.
3-3. iscuss types of scheduling methods.
3-4. Use the Dentrix practice management software to practice scheduling appointments.
Activity 4: Medical Records
4-1. Identify the types of information contained in medical records.
4-2. Discuss the importance of medical records.
4-3. Discuss numbering systems for medical records.
4-4. Identify adaptations of numbering systems.
4-5. Discuss the purpose of progress notes.
4-6. Discuss each component of the SOAP note.
4-7. Identify parts of the patient registration form.
4-8. Discuss the importance of the medical history. 4-9. Practice proper procedures for scheduling an appointment for a new patient.
4-10. Practice proper procedures for registering a new patient.
Activity 5: Finance
5-1. Define finance.
5-2. Discuss the bookkeeping process.
5-3. Define banking terminology used in the medical office.
5-4. Discuss how to write a check.
5-5. Discuss the reimbursement process.
5-6. Practice writing checks and filling out deposit slips.
Activity 6: Inventory Management
6-1. Define inventory; discuss the importance of inventory management in the medical office.
6-2. Discuss supplier lists.
6-3. Identify types of supplies.
6-4. Compare durable and expendable items.
6-5. Discuss proper organization and maintenance techniques for supplies and equipment.
6-6. Discuss the use of purchase orders.
6-7. Prepare a purchase order and calculate the total amount of purchases using Microsoft Word.
Activity 7: The Payment Process
7-1. Discuss types of managed care programs.
7-2. Identify types of HMOs.
7-3. Discuss Medicare and Medicaid.
7-4. Identify types of health insurance claim forms.
7-5. Discuss the process of medical coding.
7-6. Identify types of medical codes.
7-7. Discuss the process of medical billing.
7-8. Discuss the adjudication process.
7-9. Decipher information on a sample superbill.
Activity 8: Medical Terminology
8-1. Discuss the anatomical position.
8-2. Identify directional terms.
8-3. Identify body planes.
8-4. Discuss quadrants of the abdomen.
8-5. Discuss body cavities.
8-6. Discuss how roots, prefixes, and suffixes are used to create medical terminology.
8-7. Use the internet and other resources to identify common roots, prefixes, and suffixes.
Activity 9: Safety
9-1. Define pathogen.
9-2. Discuss airborne and bloodborne pathogens.
9-3. Discuss the chain of infection.
9-4. Discuss OSHA’s Bloodborne Pathogens Standard.
9-5. Discuss universal precautions.
9-6. Discuss standard precautions.
9-7. Identify methods to avoid the transmission of disease.
9-8. Identify proper hand-washing technique.
9-9. Identify types of personal protective equipment.
9-10. Practice proper hand-washing technique.
9-11. Compare proper hand-washing technique to their everyday routine.
Activity 10: Post-Test and Wrap-Up
10-1. Take the Post-Test.
10-2. Complete any unfinished activities.
10-3. Explore the Bonus Activities.
Activity 11: Bonus Activities
11-1. Demonstrate understanding of the terminology related to Healthcare Data Management by completing a crossword puzzle and a vocabulary quiz.
Activity 12: Challenge
12-1. Discuss the importance of a code of ethics in the medical office.
12-2. Identify the principles of ethical and moral conduct defined by the AAMA.
12-3. Discuss 2 principles defined by the Medical Assisting Code of Ethics.
Activity 13: Open-Ended Challenge
13-1. Discuss HOSA competitive events related to healthcare data management.
13-2. Complete an activity similar to a HOSA competitive event.
Activity 14: Careers
14-1. Research the certification, materials, and cost of becoming a certified medical assistant in their area. Write a brief report on their research.
Activity 15: Job Shadow
15-1. Perform a job shadow or research new technology (such as equipment or software) used in the medical office, and then develop a persuasive speech or tabletop display.