Medical Office Technology CPU Objectives

Activity 1

1-1. Examine medical office opportunities.

1-2. Define several terms associated with the medical office.

1-3. Identify different types of medical office careers.

1-4. Choose qualifications that are necessary for success in the medical office.

1-5. Review the history of medical assisting.

1-6. Examine your initial feelings about a career in the medical office and identify skills and attributes you already have that would help you in this career field.

Activity 2

2-1. Identify basic telephone procedures used in a medical office.

2-2. Review proper telephone etiquette.

2-3. Develop an understanding of call screening and how it is utilized in medical office scenarios.

2-4. Screen several calls and situations in the medical office.

2-5. Recognize the correct methods for handling a complaint.

2-6. Write a prescription refill using proper terminology and procedures.

2-7. Develop and record a message for Dr. Bryan's office.

2-8. Consider how you would handle a situation where an established patient called the office with a severe medical crisis while the doctor was not in the office.

Activity 3

3-1. Recognize how appointment scheduling is important to the medical office.

3-2. Define phone triage and indicate how it is utilized.

3-3. Identify different types of scheduling.

3-4. Practice triage as it pertains to office appointment scheduling.

3-5. Role-play situations following proper scheduling procedures.

3-6. Describe how you would deal with a patient who insists on speaking with your doctor even though the doctor is with another patient.

Activity 4

4-1. Identify forms of office communication.

4-2. Recognize the different kinds of written communication found in medical offices.

4-3. Review how business letters are written and formatted.

4-4. Create a professionally written and formatted referral letter.

4-5. Describe your strengths and weaknesses when it comes to writing and consider what you can do to improve those areas where you think you're weak.   

Activity 5

5-1. Recognize the importance of patient history records.

5-2. Identify why medical records are so important and how they're classified.

5-3. Explain what progress notes are.

5-4. Prepare, label, and arrange patient file folders.

5-5. Write at least two scenarios resulting from using improper procedure to correct a medical record and consider what those scenarios indicate about why there is a specific procedure for correcting medical records.  

Activity 6

6-1. Recognize that medical assistants, and not physicians, usually discuss medical fees with patients.

6-2. Define banking terms and recognize how billing is handled in medical offices.

6-3. Practice writing checks and filling out deposit slips.

6-4. Examine the role of a bookkeeper.

6-5. Describe a situation when a paper-based billing and collection system would be better than a computer-based one.  

Activity 7

7-1. Recognize the responsibility medical assistants have in maintaining administrative and clinical inventory, including medication, as well as verifying that equipment is in working order.

7-2. Prepare a purchase order and calculate the total amount of purchases.

7-3. Analyze your thoughts about the medical assistant career now that you've studied some of the job's responsibilities.

Activity 8

8-1. Identify what HMOs are and how they're categorized.

8-2. Define terms associated with health insurance.

8-3. Recognize the different types of HMOs.

8-4. Compare and contrast Medicare and Medicaid as well as other government health plans.

8-5. Analyze your thoughts about how people pay for medical services as opposed to other products and services.  

Activity 9

9-1. Examine how insurance claims are filled out.

9-2. Identify the history and reasons for coding.

9-3. Discuss your interest in being a medical coder. 

Activity 10

10-1. Examine codes of ethics for both physicians and medical assistants.

10-2. Consider various legal and ethical issues.

10-3. Define malpractice.

10-4. Recognize that physicians are responsible for the acts of their staff.

10-5. Identify how the Good Samaritan Act aids people who give emergency care.

10-6. Illustrate how important it is to maintain proper medical records.

10-7. Express your thoughts about organ donors and explain the legal and ethical issues that surround this topic.

Activity 11

11-1. State ways to keep yourself and your medical environment as free of pathogens as possible.

11-2. Explain the importance and process of hand washing.

11-3. Examine the basic guidelines of lab safety.

11-4. Identify the regulatory bodies that provide standards for all who are employed with managed care of the public.

11-5. Discuss a time when you either were sick and didn't follow proper procedures to keep your sickness from spreading, or when someone else was sick and didn't follow proper procedures to keep themselves from spreading their sickness.

Activity 12

12-1. Recognize how roots, prefixes, and suffixes are used to create medical terminology.

12-2. Research and write examples of roots, prefixes, and suffixes not given in the course.

12-3. Examine the importance of medical abbreviations and supply examples not given in the course.

12-4. Read about human anatomical and directional terms.

12-5. Use the appropriate anatomical terms, planes, quadrants, etc. to write down how a doctor would describe where an injury was.

Activity 13

13-1. You will participate in a career shadowing activity the instructor has arranged.


13-2. You will conduct research regarding new technology such as equipment or software that is being used in the medical office.

Activity 14

14-1. You will participate in a career shadowing activity the instructor has arranged.


14-2. You will complete your research regarding new technology such as equipment or software that is being used in the medical office.

In Activity 15, the students will finish any work they have not yet completed. They will complete the CPU by taking the Vocabulary Test and the Post-test, answering the journal question, and turning in any necessary work such as the research journal or presentation.