| Explain Anatomy & Physiology | 
		
		
			| I.P.3 | 
			Perform patient screening u sing established protocols | 
		
		
			|   | 
		
		
			| Explain Concepts of Effective Communication | 
		
		
			| V.C.7 | 
			Recognize elements of fundamental writing skills | 
		
		
			| V.C.8 | 
			Discuss applications of electronic technology in professional communication | 
		
		
			| V.C.16 | 
			Differentiate between subjective and objective information | 
		
		
			| V.P.4 | 
			Coach patients regarding: | 
		
		
			|   | 
			a. | 
			office policies | 
		
		
			| V.P.6 | 
			Demonstrate professional telephone techniques | 
		
		
			| V.P.7 | 
			Document telephone messages accurately | 
		
		
			| V.P.8 | 
			Compose professional correspondence utilizing electronic technology | 
		
		
			|   | 
		
		
			| Explain Administrative Functions | 
		
		
			| VI.C.1 | 
			Identify different types of appointment scheduling methods | 
		
		
			| VI.C.2 | 
			Identify advantages and disadvantages of the following appointment systems | 
		
		
			|   | 
			a. | 
			manual | 
		
		
			|   | 
			b. | 
			electronic | 
		
		
			| 
			 VI.C.3 
			 | 
			Identify critical information required for scheduling patient procedures | 
		
		
			| VI.C.4 | 
			Define types of information contained in the patient’s medical record | 
		
		
			| VI.C.5 | 
			Identify methods of organizing the patient’s medical record based on: | 
		
		
			|   | 
			a. | 
			problem-oriented medical record (POMR) | 
		
		
			|   | 
			b. | 
			source-oriented medical record (SOMR) | 
		
		
			| VI.C.6 | 
			Identify equipment and supplies needed for medical records in order to: | 
		
		
			|   | 
			a. | 
			create | 
		
		
			|   | 
			b. | 
			maintain | 
		
		
			|   | 
			c. | 
			store | 
		
		
			| VI.C.7 | 
			Describe filing indexing rules | 
		
		
			| VI.C.8 | 
			Differentiate between electronic medical records (EMR) and a practice management system | 
		
		
			| VI.C.9 | 
			Explain the purpose of routine maintenance of administrative and clinical equipment | 
		
		
			| VI.C.10 | 
			List steps involved in completing an inventory | 
		
		
			| VI.C.11 | 
			Explain the importance of data back-up | 
		
		
			| VI.C.12 | 
			Explain meaningful use as it applies to EMR | 
		
		
			| VI.P.1 | 
			Management appointment schedule using established priorities | 
		
		
			| VI.P.2 | 
			Schedule a patient procedure | 
		
		
			| VI.P.3 | 
			Create a patient’s medical record | 
		
		
			| VI.P.4 | 
			Organize a patient’s medical record | 
		
		
			| VI.P.5 | 
			File patient medical records | 
		
		
			| VI.P.6 | 
			Utilize an EMR | 
		
		
			| VI.P.7 | 
			Input patient data utilizing a practice management system | 
		
		
			| VI.P.8 | 
			Perform routine maintenance of administrative or clinical equipment | 
		
		
			| VI.P.9 | 
			Perform an inventory with documentation | 
		
		
			| VI.A.1 | 
			Display sensitivity when managing appointments | 
		
		
			|   | 
		
		
			| Explain Basic Practice Finances | 
		
		
			| VII.C.1 | 
			Define the following bookkeeping terms: | 
		
		
			|   | 
			a.  | 
			charges | 
		
		
			|   | 
			b. | 
			payments | 
		
		
			|   | 
			c.  | 
			accounts receivable | 
		
		
			|   | 
			d. | 
			accounts payable | 
		
		
			|   | 
			e. | 
			adjustments | 
		
		
			| VII.C.2 | 
			Describe banking procedures as related to the ambulatory care setting | 
		
		
			| VII.C.3 | 
			Identify precautions for accepting the following types of payments: | 
		
		
			|   | 
			a. | 
			cash | 
		
		
			|   | 
			b. | 
			check | 
		
		
			|   | 
			c. | 
			credit card | 
		
		
			|   | 
			d. | 
			debit card | 
		
		
			| VII.C.4 | 
			Describe types of adjustments made to patient accounts including: | 
		
		
			|   | 
			a. | 
			non-sufficient funds (NSF) check | 
		
		
			|   | 
			b. | 
			collection agency transaction | 
		
		
			|   | 
			c. | 
			credit balance | 
		
		
			|   | 
			d. | 
			third party | 
		
		
			| VII.C.5 | 
			Identify types of information contained in the patient’s billing record | 
		
		
			| VII.C.6 | 
			Explain patient financial obligations for services rendered | 
		
		
			| VII.P.1  | 
			Perform accounts receivable procedures to patient accounts including posting: | 
		
		
			|   | 
			a. | 
			charges | 
		
		
			|   | 
			b. | 
			payments | 
		
		
			|   | 
			c. | 
			adjustments | 
		
		
			| VII.P.2 | 
			Prepare a bank deposit | 
		
		
			| VII.P.3 | 
			Obtain accurate patient billing information | 
		
		
			| VII.P.4 | 
			Inform a patient of financial obligations for services rendered | 
		
		
			| VII.A.1 | 
			Demonstrate professionalism when discussing patient’s billing record | 
		
		
			| VII.A.2 | 
			Display sensitivity when requesting payment for services rendered | 
		
		
			|   | 
		
		
			| Explain Legal Implications | 
		
		
			| X.C.9 | 
			List and discuss legal and illegal applicant interview questions | 
		
		
			| X.P.2 | 
			Apply HIPAA rules in regard to: | 
		
		
			|   | 
			a. | 
			privacy | 
		
		
			|   | 
			b. | 
			release of information | 
		
		
			| X.A.2 | 
			Protect the integrity of the medical record | 
		
		
			|   | 
		
		
			| Explain Protective Practices | 
		
		
			| XII.C.7 | 
			Identify principles of: | 
		
		
			|   | 
			a. | 
			body mechanics | 
		
		
			|   | 
			b. | 
			ergonomics |