Assignment Week 2: Medical Records and Office Documents

Assignment Week 2: Medical Records and Office Documents

Assignment Week 2: Medical Records and Office Documents

In this assignment, you will develop a training manual that will be utilized for training new employees (certified medical administrative assistants [CMAAs]) who join the clinic.

Physicians are hiring more CMAAs to help manage the increasing complexities of patient care and practice management, while also helping to implement cost-effectiveness and efficiency. The responsibilities of a CMAA can be tailored to the needs of the practice. You will manage front-office functions, manage patient flow, and handle a wide range of tasks that have been discussed in the past few weeks. CMAAs may convey clinical information on behalf of the physician and follow clinical protocol when speaking with patients, but cannot exercise independent medical judgments. CMAAs also help to optimize patient flow, enabling the practice physicians to see more patients with efficiency, all while following the State’s scope of practice and working under the supervision of a licensed physician.

Note: Content from Weeks 1–3 IPs and DBs can be wholly or partially used as necessary to address the specific Key Assignment tasks shown below. You should take into account any instructor feedback from those IPs and DBs.

The project deliverables are as follows:

Training Manual

Title page

Course number and name

Project name (“Training Manual”)

Your name


The training manual should include the following topics:

Introduction to the health care facility

Explain the mission and services provided by the facility

Explain the type of healthcare delivery model that this facility represents and the difference between this model and that of other facilities in the same region

The organization’s structure

Office procedures

The Practice Management System and other Software Systems

Description of the practice management system

The administrative role of the practice management system

The role of the practice management system in billing and coding

The process of checking patients in and out

Recording patient demographic and insurance information

HIPAA forms to be reviewed with first time patients

HIPAA rules and regulations to protect patient privacy

Interacting and communicating with patients professionally

Scheduling patients

Other Office Procedures related to Patient Care

Various community and patient resources

Receive, triage, and route phone calls

Advance Directives

Medical Record Responsibilities

Office procedures and guidelines for various forms of documentation (Release of Information and use of the electronic health record)

Financial Procedures

Financial procedures related to the policies of the organization

Accounting and bookkeeping procedures and processes Financial procedures related to the organization’s cash flow

Description of 2 or more reimbursement models used in the facility, e.g., fee-for-service.

Billing policy and procedures

Claims for reimbursement – submission processes and procedures

Review records for medical necessity

Clean claims submission and use of the Clearinghouse


You must proofread your paper. But do not strictly rely on your computer’s spell-checker and grammar-checker; failure to do so indicates a lack of effort on your part and you can expect your grade to suffer accordingly. Papers with numerous misspelled words and grammatical mistakes will be penalized. Read over your paper – in silence and then aloud – before handing it in and make corrections as necessary. Often it is advantageous to have a friend proofread your paper for obvious errors. Handwritten corrections are preferable to uncorrected mistakes.

Use a standard 10 to 12 point (10 to 12 characters per inch) typeface. Smaller or compressed type and papers with small margins or single-spacing are hard to read. It is better to let your essay run over the recommended number of pages than to try to compress it into fewer pages.

Likewise, large type, large margins, large indentations, triple-spacing, increased leading (space between lines), increased kerning (space between letters), and any other such attempts at “padding” to increase the length of a paper are unacceptable, wasteful of trees, and will not fool your professor.

The paper must be neatly formatted, double-spaced with a one-inch margin on the top, bottom, and sides of each page. When submitting hard copy, be sure to use white paper and print out using dark ink. If it is hard to read your essay, it will also be hard to follow your argument.

Assignment Week 2: Medical Records and Office Documents

mersin escmersin esc