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Kinn's The Medical Assistant - E-Book

Kinn's The Medical Assistant - E-Book

Deborah B. Proctor | Alexandra Patricia Adams

(2013)

Additional Information

Book Details

Abstract

Prepare for a successful career in medical assisting! Kinn’s The Medical Assistant, 12th Edition helps you learn the real-world administrative and clinical skills essential to working in the health care setting. Administrative coverage ranges from professionalism and interpersonal skills to billing and coding and electronic health records; clinical content teaches how to assist with medications, diagnostic procedures, and surgeries. And no other comprehensive medical assisting text can match its coverage of assisting with medical specialties! Written by medical assisting experts Alexandra Adams and Deborah Proctor, this classic resource also includes an Evolve companion website with practical exercises and activities, videos, and review questions for the CMA and RMA certification exams.

  • More chapters on assisting with medical specialties than any other Medical Assisting text prepare you to assist in specialty exams and make you better qualified to work in specialty fields like cardiology, dermatology, ophthalmology, gynecology, and neurology.
  • Step-by-step, illustrated procedures make it easier to learn and understand medical assisting skills, and include rationales for each step.
  • Threaded case scenarios help you develop critical thinking skills and apply concepts to realistic administrative and clinical situations.
  • Patient education and legal and ethical issues are described in relation to the Medical Assistant's job.
  • A Portfolio Builder on the Evolve website helps you demonstrate proficiency to potential employers.
  • Detailed learning objectives and vocabulary with definitions in each chapter help you study more effectively, with connections icons linking concepts in the text to exercises in the study guide and on the Evolve companion website.
  • Study Guide includes a variety of exercises to test your knowledge and critical thinking skills, case scenarios from the book, and a Procedure Checklists Manual. Sold separately.
  • NEW! Charting examples within the procedures are highlighted for easier learning.
  • UPDATED coverage of the Electronic Health Record ensures that you are familiar with the technology you'll use on the job.
  • UPDATED content on alternative therapies and treatment includes the latest herbal remedies such as red rice yeast for lowering cholesterol, St. John’s Wort for depression, and probiotic bacteria for GI maladies. 

Table of Contents

Section Title Page Action Price
Front cover cover
Inside front cover ifc1
Half title page i
Evolve page ii
Kinn's The Medical Assistant, 12/e iii
Copyright page iv
Dediction v
Preface vii
Distinctive Features of Our Approach vii
Key Features in this Edition vii
Evolve vii
Study Guide and Procedure Checklists viii
Kinn’s Medical Assisting Online viii
Special Features ix
Reviewers xi
Acknowledgments xiii
Table of Contents xv
Procedures xvii
Introduction 1
1 Becoming a Successful Student 1
Learning Objectives 1
Vocabulary 2
Scenario 1
Who You are as a Learner: How Do You Learn Best? 2
Learning Style Inventory 2
Using Your Learning Profile to Be a Successful Student: Where Do I Go from Here? 3
Time Management: Putting Time on Your Side 4
How to Put Time on Your Side 4
Problem Solving and Conflict Management 5
Assertive Communication 6
Nonassertive and Aggressive Behaviors and Language 6
Study Skills: Tricks for Becoming a Successful Student 7
Test-Taking Strategies: Taking Charge of Your Success 8
Becoming a Critical Thinker: Making Mental Connections 9
Connections 10
Study Guide Connection: 10
Evolve Connection: 10
2 The Healthcare Industry 11
Learning Objectives 11
Vocabulary 12
Scenario 11
The History of Medicine 13
Medical Language and Mythology 13
Medicine in Ancient Times 13
Early Development of Medical Education 14
Early Medical Pioneers 14
Medical Advances in the Eighteenth and Nineteenth Centuries 15
Nineteenth Century Women in Medicine 17
Modern Milestones in Medicine 18
The National View of Healthcare 20
World Health Organization 20
U.S. Department of Health and Human Services 20
U.S. Army Medical Research Institute of Infectious Diseases 20
Centers for Disease Control and Prevention 21
National Institutes of Health 21
Types of Healthcare Facilities 21
Hospitals 21
Ambulatory Care 23
Other Healthcare Facilities 23
Types of Medical Practice 24
Sole Proprietorship 24
Partnership 24
Corporation 24
Healthcare Professionals 24
Title of “Doctor” 25
Doctors of Medicine 25
Doctors of Osteopathy 25
Doctors of Chiropractic 25
Hospitalists 25
Dentists 27
Optometrists 27
Podiatrists 28
Other Doctorates 28
Nurses 28
Registered Nurses 28
Licensed Practical and Vocational Nurses 28
Nurse Practitioners 28
Nurse Anesthetists 28
Other Healthcare Professionals 28
Closing Comments 28
Patient Education 28
Legal and Ethical Issues 28
Summary of Scenario 32
Connections 34
Study Guide Connection: 34
Evolve Connection: 34
Unit One Introduction to Medical Assisting 35
3 The Medical Assisting Profession 35
Learning Objectives 35
Vocabulary 36
Scenario 35
The History of Medical Assisting 36
The Scope of Practice of a Medical Assistant 37
A Career in Medical Assisting 38
Professional Appearance 39
Education and Training 40
Classroom Training 40
Externship (Practicum) 40
Continuing Education 41
Professional Organizations 42
American Association of Medical Assistants and Certified Medical Assistants 42
American Medical Technologists and Registered Medical Assistants 42
National Healthcareer Association 43
American Registry of Medical Assisting 43
National Center for Competency Testing 43
Taking Certification Examinations 43
The Difference Between CMAs and RMAs 44
Closing Comments 44
Patient Education 44
Legal and Ethical Issues 44
Connections 47
Study Guide Connection: 47
Evolve Connection: 47
4 Professional Behavior in the Workplace 48
Learning Objectives 48
Vocabulary 49
Scenario 48
The Meaning of Professionalism 49
Work Ethics 49
Characteristics of Professionalism 50
Loyalty 50
Dependability 50
Courtesy 50
Initiative 50
Flexibility 51
Credibility 51
Confidentiality 51
Attitude 51
Obstructions to Professionalism 51
Personal Problems and “Baggage” 51
Rumors and the “Grapevine” 52
Personal Phone Calls and Business 52
Office Politics 52
Professional Attributes 53
Teamwork 53
Time Management 53
Prioritizing 53
Setting Goals 53
Knowing the Facility and Its Employees 53
Documentation 54
Note Taking 54
Interpersonal Skills 54
Substance Abuse 54
Closing Comments 55
Patient Education 55
Legal and Ethical Issues 55
Summary of Scenario 56
Connections 57
Study Guide Connection: 57
Evolve Connection: 57
5 Interpersonal Skills and Human Behavior 58
Learning Objectives 58
Vocabulary 59
Scenario 58
First Impressions 59
Patient-Centered Care 60
Communication Paths 60
Verbal Communication 60
Nonverbal Communication 61
The Process of Communication 63
Listening 63
Warnings Against Advising a Patient 65
Observing Carefully 65
Psychological Disorders 66
Defense Mechanisms 66
Verbal Aggression 66
Handling Verbal Aggression 66
Sarcasm 67
Handling Sarcasm 67
Rationalization 67
Handling Rationalization 67
Compensation 67
Handling Compensation 67
Regression 67
Handling Regression 67
Repression 67
Handling Repression 67
Apathy 67
Handling Apathy 67
Displacement 67
Handling Displacement 68
Denial 68
Handling Denial 68
Physical Avoidance 68
Handling Physical Avoidance 68
Projection 68
Handling Projection 68
Conflict 68
Resolving Conflict 69
Boundaries 69
Self-Boundaries 69
The Crazy-Makers: Passive-Aggressive Communication 70
The Avoider 70
The Pseudoaccommodator 70
The Guilt-Maker 70
The Subject Changer 70
The Distracter 70
The Mind Reader 70
The Trapper 70
The Crisis Tickler 70
The Gunnysacker 70
The Trivial Tyrannizer 70
The Beltliner 70
The Joker 70
The Blamer 70
The Contract Tyrannizer 70
The Kitchen Sink Fighter 70
The Withholder 71
The Benedict Arnold 71
Barriers to Communication 71
Physical Impairment 71
Language 71
Prejudice 71
Stereotyping 71
Perception 71
Overcoming Barriers to Communication 72
Communication during Difficult Times 72
Anger 72
Shock 72
Death and Dying 73
Multicultural Issues 74
Communicating with People of Other Cultures 74
Communicating during the Patient Encounter 74
Maslow’s Hierarchy of Needs 75
Approval, Acceptance, and Achievement 75
A Good Night’s Sleep 75
Healthy Nutrition 75
Positive Relationships 75
Healthy Self-Esteem 76
Improving Yourself 76
Comfort Zones 76
Closing Comments 76
Patient Education 77
Legal and Ethical Issues 77
Summary of Scenario 77
Connections 79
Study Guide Connection: 79
Evolve Connection: 79
6 Medicine and Ethics 80
Learning Objectives 80
Vocabulary 81
Scenario 80
History of Ethics in Medicine 83
Who Decides What is Ethical? 83
The Role of the American Medical Association and Its Council on Ethical and Judicial Affairs in Issues of Ethics 84
Making Ethical Decisions 84
Elements of Ethics 84
Types of Ethical Problems 85
The Ethical Decision-Making Process 85
Current Opinions of the Council on Ethical and Judicial Affairs and Medicine’s Ethical Issues 86
Abortion 86
Abuse 86
Allocation of Health Resources 86
Artificial Insemination/In Vitro Fertilization 86
Stem Cell Research 87
Surrogate Motherhood 87
Genetic Counseling 87
Family and Intimate Partner Violence 87
Ethical Responsibility to Study and Prevent Error and Harm 87
Physician-Assisted Suicide 87
Surrogate Decision Making 87
Withholding or Withdrawing Life-Prolonging Treatment 88
Quality of Life 88
Fees for Medical Services 88
Organ Donation 88
Capital Punishment 88
Potential Patients 88
Withholding Information from Patients 89
Healthcare Fraud and Abuse 89
National Health Information Technology 89
Genetic Information and the Criminal Justice System 89
Gifts to Physicians from Industry 89
Informed Consent 89
Interprofessional Relationships 89
Confidentiality and Patient Privacy 90
Advertising 90
Communication with the Media 90
Physician Obligations in Emergency Preparedness and Response 91
Malevolent Use of Biomedical Research 91
Racial and Ethnic Healthcare Disparities 91
Diagnostic Imaging on Request 91
Computers 91
Fees and Charges 91
Fee Splitting and Contingent Fees 91
Insurance Forms 92
Waiver of Insurance Co-Payments 92
Professional Courtesy 92
Appointment Charges 92
Prescribing Drugs and Devices 92
Professional and Contractual Relationships 92
Physician Ownership of a Health Facility 92
Ghost Surgery 92
Discipline Within Medicine 92
Physician Health and Wellness 92
Substance Abuse 92
Unethical Conduct by Members of the Health Professions 93
Ethical Issues Regarding HIV 93
Ethics and the Human Genome 93
Closing Comments 93
Patient Education 94
Legal and Ethical Issues 94
Summary of Scenario 94
Connections 95
Study Guide Connection: 95
Evolve Connection: 95
7 Medicine and Law 96
Learning Objectives 96
Vocabulary 97
Scenario 96
Jurisprudence and the Classifications of Law 98
Criminal Law 99
Misdemeanors 99
Felonies 99
Treason 99
Civil Law 99
Tort Law 99
Contract Law 99
Administrative Law 99
Anatomy of a Medical Professional Liability Lawsuit 100
What Constitutes a Valid Contract? 100
Breach of Contract 101
The Statute of Frauds 101
Preliminaries of Litigation 101
Preparing for Court 101
Interrogatories 101
Depositions 102
Subpoenas 102
Discovery 102
Preparing Witnesses and Testifying 102
Inside the Courtroom 103
Burden of Proof 103
Outcome of the Case 104
Arbitration 104
Medical Professional Liability and Negligence 104
The Four Ds of Negligence 105
Types of Damages 106
Standard of Care 106
Consent 106
Giving Consent to Medical Procedures 107
Statute of Limitations 108
Confidentiality 108
Law and Medical Practice 108
Legal Disclosure 109
Patient Self-Determination Act 109
Patient’s Bill of Rights 109
Affordable Care Act of 2010 110
Controlled Substances Act 110
The Uniform Anatomical Gift Act 112
The Health Insurance Portability and Accountability Act 112
The Occupational Safety and Health Act and the Bloodborne Pathogens Standard 113
General Duty Clause 113
Emergency Preparedness 113
Exposure Control Plan 114
OSHA Record-Keeping Regulations 114
Needlestick Safety and Prevention Act 115
OSHA Training Requirements 116
Hepatitis B Vaccination 116
Clinical Laboratory Improvement Amendments 116
Americans with Disabilities Act 117
HITECH Act of 2009 118
Closing Comments 119
Patient Education 119
Legal and Ethical Issues 119
Connections 123
Study Guide Connection: 123
Evolve Connection: 123
Unit Two Administrative Medical Assisting 124
8 Computer Concepts 124
Learning Objectives 124
Vocabulary 125
Scenario 124
Computer Basics 126
Getting Started 126
Processing Information 128
Types of Computers 128
Parts of the Computer 129
Microprocessor 129
Monitor 129
Keyboard 130
Mouse 130
Printer 130
Inside the Computer 130
Motherboard 130
Disk Drives 130
CD-ROM 131
Software 131
Modems 131
Speakers and Microphones 132
Peripheral Devices 132
Scanners 132
Digital Cameras 132
Flash Drives 132
External Hard Drives 132
Adding a Program to a Computer 132
File Formats 132
Computer Networking 133
Servers 133
The Internet 133
Browsers 134
Using a Phone to Perform Computer Functions 134
The Computer as a Co-Worker 134
Computer Security 135
HIPAA Regulations and Computers 135
Electronic Signatures 136
Computers and Ergonomics 136
Closing Comments 136
Patient Education 136
Legal and Ethical Issues 136
Summary of Scenario 137
Connections 138
Study Guide Connection: 138
Evolve Connection: 138
9 Telephone Techniques 139
Learning Objectives 139
Vocabulary 140
Scenario 139
Effective Use of the Telephone 140
Active Listening 140
Developing a Pleasing Telephone Voice 140
Holding the Telephone Handset Correctly 141
Maintaining Confidentiality 141
Thinking Ahead 142
Managing Telephone Calls 142
Answering Promptly 142
Identifying the Facility 142
Identifying the Caller 142
Screening Incoming Calls 143
Minimizing Wait Time 144
Transferring a Call 144
Taking a Telephone Message 145
Taking Action on Telephone Messages 146
Ending a Call 146
Retaining Records of Telephone Messages 146
Typical Incoming Calls 146
New Patients and Return Appointments 146
Directions 146
Inquiries about Bills 147
Inquiries about Fees 147
Participating Provider 147
Requests for Assistance with Insurance 147
Radiology and Laboratory Reports 147
Satisfactory Progress Reports from Patients 147
Routine Reports from Hospitals and Other Sources 147
Office Administration Matters 147
Requests for Referrals 147
Prescription Refills 148
Special Incoming Calls 148
Patients Refusing to Discuss Symptoms 148
Unsatisfactory Progress Reports 149
Requests for Test Results 149
Requests for Information from Third Parties 149
Complaints about Care or Fees 149
Calls from the Physician’s Family and Friends 149
Calls from Staff Members’ Family and Friends 149
Handling Difficult Calls 149
Angry Callers 149
Aggressive Callers 150
Unauthorized Inquiry Calls 150
Sales Calls 150
Physician Shopping 150
Complaints 150
Callers with Difficulty Communicating 150
Emergency Calls 150
Screening Guidelines 151
Getting the Information the Physician Needs 151
Typical Outgoing Calls 151
Telephone Services 151
Voice Mail 151
Answering Services 151
Automatic Call Routing 152
Call Forwarding 152
Caller ID 152
Caller ID Blocking 152
Cellular Phones 152
Fax Machines 152
Headsets 153
Using Long Distance and Special Services 153
Time Zones 153
International Service 153
Wrong Numbers 153
Conference Calls 153
Operator-Assisted Calls and Services 154
Office Telephone Equipment Needs 154
Number and Placement of Telephones 154
Using a Telephone Directory 155
Organizing a Personal Phone Directory 155
Identifying Community Resources 155
Closing Comments 155
Patient Education 155
Legal and Ethical Issues 155
Connections 157
Study Guide Connection: 157
Evolve Connection: 157
10 Scheduling Appointments 158
Learning Objectives 158
Vocabulary 159
Scenario 158
Using Established Priorities for Appointment Scheduling 159
Patient Needs 159
Physician Preferences and Habits 160
Available Facilities 160
Duration of Office Visits 160
Methods of Scheduling Appointments 160
Computer Scheduling 160
Appointment Book Scheduling 161
Self-Scheduling 161
Advance Preparation 161
Legality of the Appointment Book 161
Types of Appointment Scheduling 162
Open Office Hours 162
Scheduled Appointments 163
Flexible Office Hours 163
Wave Scheduling 164
Modified Wave Scheduling 164
Double-Booking 164
Grouping Procedures 164
Advance Booking 164
Time Patterns 164
Patient Wait Time 164
Telephone Scheduling 165
Scheduling Appointments for New Patients 165
Scheduling Appointments for Established Patients 166
In Person 166
By Telephone 166
Scheduling Other Types of Appointments 166
Inpatient Surgeries 167
Outpatient and Inpatient Procedure Appointments 167
Outside Visits 169
Special Circumstances 169
Late Patients 169
Rescheduling Canceled Appointments 169
Emergency Calls 169
Physician Referrals 171
Patients Without Appointments 171
Failed Appointments 171
No-Show Policy 172
Recording the Failed Appointment 172
Increasing Appointment Show Rates 172
Automated Call Routing 172
Appointment Cards 172
Confirmation Calls 172
E-Mail Reminders 172
Mailed Reminders 172
Handling Cancellations and Delays 172
When the Patient Cancels 172
When the Physician is Delayed 172
When the Physician Is Called to an Emergency 173
When the Physician Is Ill or Out of Town 173
Other Types of Appointments 174
Physicians 174
Pharmaceutical Representatives 174
Salespeople 174
Planning for the Next Day 174
Closing Comments 174
Patient Education 174
Legal and Ethical Issues 174
Connections 176
Study Guide Connection: 176
Evolve Connection: 176
11 Patient Reception and Processing 177
Learning Objectives 177
Vocabulary 178
Scenario 177
The Office Mission Statement 178
The Reception Area 178
Preparing for Patient Arrival 180
Preparing Medical Records 180
Greeting the Patient 181
Patient Check-In 181
Patient Interaction 182
Registration Procedures 183
Obtaining a Patient’s History 184
Showing Consideration for Patients’ Time 184
Patients with Special Needs 185
Escorting and Instructing the Patient 185
Medical Record Placement 185
Challenging Situations 186
Talkative Patients 186
Children 186
Angry Patients in the Reception Area 186
Patient’s Relatives and Friends 186
The Friendly Farewell 186
Patient Checkout 186
Closing Comments 187
Patient Education 187
Legal and Ethical Issues 187
Connections 189
Study Guide Connection: 189
Evolve Connection: 189
12 Office Environment and Daily Operations 190
Learning Objectives 190
Vocabulary 191
Scenario 190
The Office Policy and Procedures Manual 191
Using the Office Policy Manual 191
Opening the Office 193
Preparing for the Day Ahead 193
Patient Traffic Flow 194
Visitors to the Office 194
Daily, Weekly, and Monthly Duties 195
Constant Cleaning 195
Cleaning Services 195
Filing 195
Supplies and Equipment in the Physician’s Office 195
Identifying the Need for Specific Supplies 196
Budgeting 196
Comparing Prices 196
Ordering Supplies 198
Replenishing Supplies 199
Ordering Equipment 199
Receiving an Order 200
Warranty Information 200
Invoices and Statements 200
Troubleshooting Equipment Failure 200
Equipment Maintenance 200
Preventing Waste 200
Lunch and Break Times 201
Sending and Receiving E-Mail 202
Internet Research 202
Traveling for Business Purposes 202
Seminars and Workshops 203
Scheduling Travel, Hotel Rooms, and Car Rentals 203
Travel Receipts 203
Basic Safety and Security in the Medical Office 204
Suspicious Persons 204
Robbery 204
Office Security 204
Smoke Alarms and Fire Extinguishers 204
Fire Exits and Exit Routes 205
Emergency Preparedness 205
Evacuating the Health Facility 207
Waste Storage and Destruction 207
Ergonomics 208
Identifying and Sharing Community Resources 210
Emergency Phone Numbers 210
Closing the Office 211
Closing Comments 211
Patient Education 211
Legal and Ethical Issues 212
Connections 213
Study Guide Connection: 213
Evolve Connection: 213
13 Written Communications and Mail Processing 214
Learning Objectives 214
Vocabulary 215
Scenario 214
Importance of Written Communications 215
Reflection on the Physician 215
Writing Skills and Composing Tips 216
Grammar Review 218
Parts of Speech 218
Nouns. 218
Pronouns. 218
Verbs. 218
Adjectives. 218
Adverbs. 218
Prepositions. 218
Conjunctions. 218
Interjections. 218
Making Sense of Sentences 218
Types of Sentences. 218
Sentence Structure. 218
Sentence Errors. 218
Personal Tools 218
Equipment and Supplies 218
Equipment 219
Computers 219
Copiers 219
Scanners 219
Printers 219
Supplies 219
Stationery 219
Sizes and Types of Letterhead Paper. 219
Continuation Pages. 219
Envelopes. 219
Letter Styles 219
Block Letter Style 219
Modified Block Letter Style 219
Modified Block Letter Style with Indented Paragraphs 219
Simplified Letter Style 219
Types of Punctuation for Letter Styles 220
Spacing and Margins 221
The Parts of a Letter 222
Heading 222
Opening 222
Body 222
Closing 222
Postscripts 223
Continuation Pages 223
Signing the Letter 223
Other Types of Written Communication 223
Telephone Messages 223
E-Mail and Text Messages 223
Faxed Messages 224
Memorandums 224
Editing 224
Developing a Portfolio 225
U.S. Postal Service 225
Mail Processing 225
Incoming Mail 225
Opening the Mail 226
Annotating 226
Responding to the Mail 227
Mail Requiring Special Handling 227
Payment Receipts 227
Insurance Information 228
Drug Samples 228
Vacation Mail 228
Outgoing Mail 228
Addressing the Envelope 228
Delivery Addresses. 228
Return Addresses. 230
Notations. 230
Sealing and Stamping Hints 230
Cost-Saving Mailing Procedures 230
Using ZIP Codes. 230
Presorting. 231
Using Correct Postage. 231
Getting Faster Mail Service 231
Postage Meters. 231
Mailing Practices. 231
Classifications of Mail 231
Express Mail. 231
First-Class Mail. 231
Priority Mail. 231
Standard Mail. 231
Media Mail. 232
Business Mail. 232
Nonprofit Mail. 232
Special Services 232
Insured Mail. 232
Registered Mail. 232
Postal Money Orders. 233
Special Delivery. 233
Special Handling. 233
Certified Mail. 233
Certificate of Mailing. 233
Private Delivery Services 233
Handling Special Situations 233
Forwarding and Obtaining a Changed Address. 233
Recalling Mail. 233
Returned Mail. 234
Tracing Lost Mail. 234
Using Mail Merge 234
Closing Comments 234
Patient Education 234
Legal and Ethical Issues 234
Connections 236
Study Guide Connection: 236
Evolve Connection: 236
Unit Three Health Information in the Medical Office 237
14 The Paper Medical Record 237
Learning Objectives 237
Vocabulary 238
Scenario 237
The Importance of Accurate Medical Records 238
Ownership of the Medical Record 239
Creating an Efficient Medical Records Management System 240
Types of Records 240
Organization of the Medical Record 240
Source-Oriented Records 240
Problem-Oriented Medical Records 240
Contents of the Complete Case History 242
Subjective Information 242
Personal Demographics 242
Personal and Medical History 242
Patient’s Family History 242
Patient’s Social History 242
Patient’s Chief Complaint 242
Objective Information 243
Physical Examination Findings and Laboratory and Radiology Reports 243
Diagnosis 243
Treatment Prescribed and Progress Notes 243
Condition at the Time of Termination of Treatment 244
Obtaining the History 244
The Medical Assistant’s Role 244
Making Additions to the Patient’s Record 246
Laboratory Reports 246
Radiology Reports 247
Progress Notes 247
Making Corrections and Alterations to Medical Records 247
Keeping Records Current 248
Transfer, Destruction, and Retention of Medical Records 249
Regular Transfer of Files 249
Retention and Destruction 250
Protection of Records 250
Long-Term Storage 250
Releasing Medical Record Information 250
Dictation and Transcription 252
Voice Recognition Software 253
Filing Equipment 253
Drawer Files 253
Shelf Files 253
Rotary Circular Files 253
Lateral Files 253
Compactable Files 253
Automated Files 253
Card Files 253
Special Items 254
Filing Supplies 254
Divider Guides 254
OUTguides 254
File Folders 254
Labels 255
Filing Procedures 255
Conditioning 255
Releasing 255
Indexing and Coding 255
Sorting 256
Storing and Filing 256
Locating Misplaced Files 256
Indexing Rules 256
Filing Methods 257
Alphabetic Filing 257
Numeric Filing 257
Subject Filing 259
Color-Coding 259
Alphabetic Color-Coding 259
Numeric Color-Coding 259
Other Color-Coding Applications 259
Organization of Files 259
Health-Related Correspondence 259
General Correspondence 260
Practice Management Files 260
Miscellaneous Files 260
Tickler or Follow-Up Files 260
Transitory or Temporary File 260
Closing Comments 261
Patient Education 261
Legal and Ethical Issues 261
Connections 263
Study Guide Connection: 263
Evolve Connection: 263
15 The Electronic Medical Record 264
Learning Objectives 264
Vocabulary 265
Scenario 264
Executive Order to Promote Interoperability of EMR Systems 265
Technologic Terms in Health Information 265
American Recovery and Reinvestment Act (ARRA) 266
HITECH Act and Meaningful Use 266
Advantages and Disadvantages of the EMR 267
Incentives for Implementing EMR Systems 268
Capabilities of EMR Systems 268
Patients’ Concerns About the EMR 270
Making Additions and Corrections to the EMR 270
Nonverbal Communication with the Patient When Using the EMR 270
The Nationwide Health Information Network 272
Backup Systems for the EMR 272
The Medical Assistant and the EMR 273
Closing Comments 273
Patient Education 273
Legal and Ethical Issues 273
Connections 275
Study Guide Connection: 275
Evolve Connection: 275
Reference 275
16 Health Information Management 276
Learning Objectives 276
Vocabulary 277
Scenario 276
Evolution of the Profession 277
Health Information Certifications 277
Uses of Healthcare Data 279
What are High-Quality Data? 279
Challenges of Quality Assurance Problems 280
National Center for Health Statistics 281
Total Quality Management 281
The Concept of Total Quality Management 282
The Joint Commission 282
Risk Management 282
Acknowledging and Disclosing Medical Errors 283
Closing Comments 285
Patient Education 285
Legal and Ethical Issues 286
Connections 287
Study Guide Connection: 287
Evolve Connection: 287
Reference 287
Bibliography 287
17 Privacy in the Physician’s Office 288
Learning Objectives 288
Vocabulary 289
Scenario 288
Health Insurance Portability and Accountability Act 289
Effect of the HIPAA Privacy Rule 290
Title I and Title II Provisions 290
Provisions of Administrative Simplification 290
Patients’ Rights 290
Right to Notice of Privacy Practices 291
Right to Access Protected Health Information 292
Right to Request Restrictions on Certain Uses and Disclosures of Protected Health Information 292
Right to Request Confidential Communications 292
Right to Request Amendment of Protected Health Information 292
Right to Receive an Accounting of Disclosures of Protected Health Information 292
Responsibilities of Providers or Health Plans 293
HIPAA and Electronic Fund Transfers 293
Permission to Disclose Protected Health Information 294
Identifying the Patient 294
Patients’ Names and Sign-In Sheets 294
Placement of Patient Medical Records 295
Children’s Health Records 296
Discussing Information with Family and Friends 297
Telephone Messages and Faxes 297
Emergencies 298
Complaints About Privacy Violations 298
HIPAA and Emergency Preparedness 298
Closing Comments 299
Patient Education 300
Legal and Ethical Issues 300
Summary of Scenario 301
Connections 302
Study Guide Connection: 302
Evolve Connection: 302
Unit Four Billing and Coding Procedures 303
18 Basics of Diagnostic Coding 303
Learning Objectives 303
Vocabulary 304
Scenario 303
Getting to Know the ICD-9-CM 305
What Is Diagnostic Coding? 305
Why Use ICD-9-CM Codes? 305
Evolution of ICD Coding 306
ICD-9-CM Codes 306
Structure of the ICD-9-CM 306
Tabular Index (Volume 1) 307
Supplemental Classifications 307
V Codes. 307
E Codes. 307
Appendixes 307
Conventions Used in the Tabular Index 308
Abbreviations. 308
Punctuation. 308
Symbols. 309
Other Conventions. 309
Instructional Notations. 309
Related Terms 309
Alphabetic Index (Volume 2) 309
Supplementary Sections of the Alphabetic Index 310
Procedures (Volume 3) 310
Beginning the Coding Process 310
Medical Documentation 310
Encounter Form 310
Treatment or Progress Notes 310
History and Physical Exam 310
Discharge Summary 310
Operative Report 311
Radiology, Laboratory, or Pathology Report 311
Extracting Diagnostic Statements 311
Main and Modifying Terms 311
Steps in ICD-9-CM Coding 312
Using the Alphabetic Index (Volume 2) 312
Using the Tabular Index (Volume 1) 312
Diagnostic Coding Decision Tree 314
Special Coding Instructions 316
Coding of Signs and Symptoms 316
Coding Suspected Conditions 316
Multiple Coding 316
Using Combination Codes 316
Coding Late Effects and the Past Medical History 316
Coding Impending or Threatened Conditions 316
Coding Infectious and Parasitic Diseases 317
Coding Organism-Caused Diseases 317
Human Immunodeficiency Virus (HIV) Infection and Acquired Immunodeficiency Syndrome (AIDS) 318
Coding Complications of Care 318
Coding the Etiology and Manifestation 318
Coding Neoplasms 318
Terms Defining Malignant Neoplasm Sites 319
Definitions of Benign, Uncertain Behavior, and Unspecified Nature Neoplasms 319
Five Steps for Coding Neoplasms 319
Coding for the Circulatory System 319
Myocardial Infarction 319
Arteriosclerotic Cardiovascular Disease 319
Hypertensive Disease 319
Coding for Complications of Pregnancy, Childbirth, and the Puerperium 320
Obstetric Coding Guidelines 320
Cesarean Delivery 321
Outcome of Delivery and Liveborn Infant Codes 321
Newborn Coding 321
Liveborn Infant Category 321
Coding Injuries 321
Coding Fractures 321
Burns 321
Steps for Coding Burns 322
Using E Codes 322
Table of Drugs and Chemicals 322
E Codes Used with the Table of Drugs and Chemicals 323
V Codes: Classification of Factors Influencing Health Status and Contact with Health Service 323
V Code Index for History Codes 323
Diabetes Mellitus 323
Maximizing Third-Party Reimbursement 323
Closing Comments 324
Patient Education 324
Legal and Ethical Issues 324
Connections 325
Study Guide Connection: 325
Evolve Connection: 325
19 Basics of Procedural Coding 326
Learning Objectives 326
Vocabulary 327
Scenario 326
Getting to Know the CPT 328
The Evolution of CPT Coding 328
Purpose of CPT Procedural Coding 328
The CPT Code 328
Category I Codes 328
Product Pending U.S. Food and Drug Administration Approval 328
Bundled Codes 328
Unbundled Codes 328
Category II 328
Category III 329
Modifiers 329
Format of the CPT Coding Manual 329
CPT Content 329
The Indexes 330
Main Text 330
Evaluation and Management Section 330
Anesthesia Section 330
Surgery Section 330
Radiology Section 331
Pathology and Laboratory Section 331
Medicine Section 331
Conventions of the CPT Main Text 331
Guidelines 332
Notes 332
Unlisted Procedure or Service Code 332
Special Reports 332
Appendixes 332
Beginning the Coding Process 333
Medical Documentation 333
Using the Alphabetic Index 333
Searching the Alphabetic Index 334
Using See and See Also in the Alphabetic Index 335
Use of the Semicolon 335
Stand-Alone Codes and Code Ranges 335
Steps for Using the Alphabetic Index 335
Using the Tabular Index (Main Text) 335
Steps for Using the Main Text (Tabular Index) 336
Coding Decision Tree 336
Surgery Coding 337
General 337
Surgical Package Definition 337
Integumentary System 337
Excision of Lesions—Benign or Malignant 337
Repair (Closure) 337
Instructions for Listing Services for Wound Repair 337
Musculoskeletal System 338
Fractures 338
Cardiovascular System 339
Grafting for Coronary Bypass 339
Venous Grafts 339
Arterial Grafts 339
Maternity Care and Delivery 339
Understanding Evaluation and Management 339
Identifying the Place of Service 339
Identifying the Patient Status 339
Determining the Level of Service Provided 339
Key Components and Contributing Factors 339
History. 339
Levels of History 340
Examination. 340
Levels of Examination. 340
Medical Decision Making. 340
Number of Diagnoses and Management Options. 342
Amount and Complexity of Data Reviewed. 342
Risk of Complications and Morbidity or Mortality. 342
Medical Decision Making Complexity Levels. 342
Contributing Factors 342
Counseling. 342
Nature of Presenting Problem. 342
Coordination of Care. 342
Time. 342
Anesthesia Coding 342
Anesthesia Formula 343
Basic Unit Value (B) 343
Time Unit (T) 343
Modifying Unit (M) 344
Qualifying Circumstances (QC). 344
Physical Status Modifiers. 344
Conversion Factors 344
Calculating Anesthesia Services 344
Radiology Coding 344
Pathology and Laboratory Section 345
Coding for the Medicine Section 345
Immune Globulins 345
Immunization Administration for Vaccines or Toxoids 345
Vaccines/Toxoids 345
Hydration, Therapeutic, Prophylactic, and Diagnostic Injections and Infusion 345
Home Health Procedures and Services 346
Healthcare Common Procedure Coding System (HCPCS) 346
Coding Levels: CPT and HCPCS 346
HCPCS Codes 346
HCPCS Manual 346
Closing Comments 347
Patient Education 348
Legal and Ethical Issues 349
Connections 350
Study Guide Connection: 350
Evolve Connection: 350
20 Basics of Health Insurance 351
Learning Objectives 351
Vocabulary 352
Scenario 351
The Purpose of Health Insurance 353
Impact of Insurance Billing on the Medical Office 353
Cycle of Health Insurance 354
Tasks Related to the Cycle of Health Insurance 354
Determining Primary and Secondary Coverage 354
Cost of Coverage 354
Types of Health Insurance 355
Group Policies 355
Individual Policies 355
Government Plans 355
TRICARE 355
Medicaid 355
Medicare 355
Workers’ Compensation 355
Self-Insured Plans 355
Medical Savings Account 356
Types of Insurance Benefits 356
Hospitalization 356
Surgical 356
Basic Medical 356
Disability (Loss of Income) Protection 357
Dental Care 357
Vision Care 357
Medicare Supplement 358
Special Risk Insurance 358
Liability Insurance 358
Life Insurance 358
Long-Term Care Insurance 358
How Benefits are Determined 358
Indemnity Schedules 358
Service Benefit Plans 358
Resource-Based Relative Value Scale 358
Usual, Customary, and Reasonable Fee 359
Health Insurance Providers 359
Managed Care 359
Managed Care Policies and Procedures 360
Models of Managed Care 360
Health Maintenance Organization. 360
Independent Practice Association. 360
Staff Model. 360
Group Model. 360
Exclusive Provider Organization. 360
Preferred Provider Organizations. 360
Blue Cross/Blue Shield 361
Medicaid 361
Medicare 362
Medicare Part A 362
Medicare Part B 362
Medicare Advantage (formerly Medicare + Choice) 363
Medicare Part D 363
TRICARE 363
CHAMPVA 363
Workers’ Compensation 363
Disability Programs 363
Commercial Insurance 364
Understanding Insurance Plan Requirements 364
Utilization Management/Utilization Review 364
Verification of Insurance Benefits 365
Precertification and Preauthorization 366
Fee Schedules 370
Resource-Based Relative Value Scale 370
Deductibles and Co-Insurance 370
Patient Education 371
Legal and Ethical Issues 371
Closing Comments 372
Connections 374
Study Guide Connection: 374
Evolve Connection: 374
21 The Health Insurance Claim Form 375
Learning Objectives 375
Vocabulary 376
Scenario 375
Types of Claims 376
Hard Copy (Paper) Claims 376
Advantages and Disadvantages of Paper Claims 376
Intelligent Character Recognition 377
Electronic Claims 377
Electronic Claims Submission 378
Direct Billing. 378
Clearinghouse Submission. 378
Advantages of Electronic Submission 378
Data Gathering Guidelines 378
Verification of Eligibility and Benefits 378
Preauthorization and/or Referral 382
Completing the CMS-1500 Form 382
Section 1: Carrier Block 382
Section 2: Patient/Insured Section—Blocks 1 to 8 (Figure 21-3) 382
Section 3: Patient/Insured Section—Blocks 9 to 13 (Figure 21-4) 389
Physician/Supplier Section—Blocks 14 to 23 (Figure 21-5) 390
Physician/Supplier Section—Blocks 24 to 33 (Figure 21-6) 391
Guidelines for Claims Review before Submission 393
Preventing Claim Rejection 393
Denied or Rejected Claims 393
Explanation of Benefits 393
Checking a Claim’s Status 394
Audit Trails 394
Patient Education 396
Legal and Ethical Issues 396
Closing Comments 396
Connections 398
Study Guide Connection: 398
Evolve Connection: 398
22 Professional Fees, Billing, and Collecting 399
Learning Objectives 399
Vocabulary 400
Scenario 399
How Fees are Determined 400
Impact of Managed Care 400
Prevailing Rate in the Community 400
Usual, Customary, and Reasonable Fees 401
Fee Setting by Third-Party Payers 401
Physician’s Fee Profile 401
Insurance Allowance 401
Explaining Fees to Patients 401
Discussion of Fees in Advance 402
Explanation of Additional Fees 402
Fee Estimates 402
The Guarantor’s Ultimate Responsibility 402
Charging the Patient for Medical Services and Procedures 402
Computations Used on Patient Accounts 403
Comparison of Manual and Computerized Bookkeeping Systems 404
Computerized Bookkeeping Systems 404
Manual Bookkeeping Systems 405
Preparing Patient Accounts for Daily Transactions 406
Entering and Posting Transactions 406
Posting Other Payments and Charges 406
Summarizing Accounting Transactions 406
Special Bookkeeping Entries 407
Adjustments 407
Credit Balances 407
Refunds 409
Insufficient Funds Checks 410
Balancing the Accounts Receivable and Accounts Receivable Control 411
Payment Options 411
Payment at the Time of Service 411
Billing after Payment Arrangements 411
Using Credit for Medical Services 411
Truth in Lending Act 412
Fair Debt Collection Practices Act 412
Obtaining Credit Information 412
Insurance or Other Third-Party Payers 413
Billing Procedures 413
Computer-Generated Statements 414
Encounter Forms 414
Photocopied Statements 414
Online Billing Statements 414
Itemizing the First Statement 414
Time and Frequency of Billing 414
Once-a-Month Billing 414
Cycle Billing 414
Professional Courtesy 415
Billing Minors 415
Collection Procedures 415
Medical Care for Those Who Cannot Pay 415
Fees in Hardship Cases 416
Pitfalls of Fee Adjustments 416
Medicare and Advance Beneficiary Notices 416
Preparing Accounts for Collection Activity 416
Collection Techniques 416
Telephone Collection Calls 416
Collection Letters or Reminders 419
Personal Interviews 419
Special Collection Situations 419
Tracing “Skips” 419
Address Change Service. 419
Claims Against Estates 420
Bankruptcy 420
Using Outside Collection Services 421
Using a Collection Agency 421
Working with the Collection Agency 421
Posting Collection Agency Payments 421
Making the Decision to Sue 422
Small Claims Court 422
Closing Comments 422
Patient Education 423
Legal and Ethical Issues 423
Connections 424
Study Guide Connection: 424
Evolve Connection: 424
Unit Five Financial and Practice Management 425
23 Banking Services and Procedures 425
Learning Objectives 425
Vocabulary 426
Scenario 425
Banking in Today’s Business World 426
Online Banking 426
Online Convenience 426
Customer-Oriented Banking 427
Electronic Funds Transfers 427
Checks 427
Debit Cards 427
Types of Checks 428
Bank Draft 428
Cashier’s Check 428
Limited Check 428
Money Order 428
Traveler’s Check 428
Voucher Check 428
The Banking System 429
The Federal Reserve 429
Routing and Account Numbers 429
American Bankers Association Number 429
How Checks Are Processed 429
Clearinghouses 429
Magnetic Ink Character Recognition 429
Bank Accounts 430
Common Types of Accounts 430
Checking Accounts 430
Savings Accounts 430
Interest-Bearing Accounts 430
Money Market Savings Account 430
Individual Retirement Accounts 430
The Business Account 430
What to Look for in a Business Account 430
Perks for Businesses 430
Business Checks 431
Computer-Generated Checks. 432
One-Write Check Writing. 432
Bill Paying and Check Writing 432
Establishing a Bill-Paying System 432
Designated Times 433
Paying Bills to Maximize Money 433
Automatic Withdrawals and Deductions 433
Online Bill Paying 433
Writing Checks 433
Instructions 433
Checkbook Stubs 434
Signing Checks 434
Handling Corrections 434
Writing Cash Checks 434
Mailing Checks 435
Special Problems with Checks 435
Overdraws or Overdrafts 435
Stop-Payments 435
Precautions for Accepting Checks 435
Acknowledging Payment in Full 435
Precautions for Accepting Credit and Debit Cards 436
Returned Checks 436
Charging Fees 436
Legal Options 436
Endorsements 437
Why an Endorsement Is Necessary 437
Types of Endorsements 437
Blank Endorsement 437
Restrictive Endorsement 437
Special Endorsement 437
Qualified Endorsement 437
Methods of Endorsement 437
Stamp 437
Signature 437
Making Deposits 437
Preparing the Deposit 438
Direct Deposits 439
Other Methods of Deposit 439
Bank Statements and Reconciliation 439
Mailed Statements 439
Online Statements 439
Reconciling the Bank Statement 439
Signature Cards 440
Bonding 440
Closing Comments 441
Patient Education 441
Legal and Ethical Issues 442
Connections 443
Study Guide Connection: 443
Evolve Connection: 443
24 Financial and Practice Management 444
Learning Objectives 444
Vocabulary 445
Scenario 444
What is Accounting? 445
Accounting Bases 445
Financial Summaries 445
The Rules of Bookkeeping 446
Kinds of Financial Records 447
Daily Journal 447
Checkbook 447
Disbursements Journal 448
Petty Cash Records 448
Accounting Systems 448
End of Day Summarizing 448
Trial Balance of Accounts Receivable 449
Locating and Preventing Errors 449
Accounts Payable Procedures 449
Invoices and Statements 449
Paying for Purchases 450
Recording Disbursements 450
Accounting for Petty Cash 450
Common Periodic Financial Reports 451
Recent Legislation for Small Businesses and Their Expenses 451
Payroll Records 451
Payroll Reporting Forms 451
Income Tax Withholding 452
Employers Income Tax 453
Social Security, Medicare, and Income Tax Withholding 453
Quarterly Returns 453
Annual Returns 453
Federal Unemployment Tax 453
State Unemployment Taxes 453
State Disability Insurance 453
Budgets 453
Insurance 454
Closing Comments 454
Patient Education 454
Legal and Ethical Issues 454
Connections 456
Study Guide Connection: 456
Evolve Connection: 456
25 Medical Practice Management and Human Resources 457
Learning Objectives 457
Vocabulary 458
Scenario 457
Today’s Office Managers 458
Who’s in Charge? 458
Duties of the Medical Office Manager 459
The Power of Influence 459
The Manager as a Leader 459
Types of Leaders 460
Styles of Management 460
Theories X, Y, and Z 460
Maslow’s Hierarchy of Needs 460
Leading During Transitions and Change 461
The Role of Power 461
Abuse of Power and Authority 461
The Power of Motivation 461
The New Office Manager 462
Creating a Team Atmosphere 462
Use of Incentives and Employee Recognition 462
Problem Employees 463
Problem Patients 463
Preventing Burnout 463
Keeping the Management Relationship Professional 464
Laws Affecting Employment 464
Selecting the Right Staff Members 464
Understanding the Needs of the Office 465
Reviewing Resumés and Applications 465
Arranging the Personal Interview 465
The Interview 468
Follow-Up Activities 469
Making the Selection 470
Paperwork for New Employees 470
Orientation and Training: Critical Factors for Successful Employees 470
Job Description 471
Staff Development Training 471
Delegation of Duties 471
Using Performance Reviews Effectively 474
Peer Evaluations 477
Poor Evaluations Made Easier 477
Terminating Employees 477
Fair Salaries and Raises 479
Staff Meetings 479
Seeing the Whole Picture 479
Office Management Tools 480
Patient Information Booklet 480
Financial Policy Folder 481
Patient Instruction Sheets 481
Medical Practice Acts 481
Physician Licensure and Registration 482
Licensure 482
Examination 482
Reciprocity 482
Endorsement 482
Exemptions 482
Registration and Reregistration 482
Revocation or Suspension 482
Closing Comments 482
Patient Education 483
Legal and Ethical Issues 483
Connections 484
Study Guide Connection: 484
Evolve Connection: 484
26 Medical Practice Marketing and Customer Service 485
Learning Objectives 485
Vocabulary 486
Scenario 485
Developing Marketing Strategies 486
Branding 486
Knowing the Target Market 487
Ethics, Marketing, and Public Relations 487
The Four Ps 487
Deciding What Services to Offer 487
Developing a Plan for Marketing 488
Promoting the Practice 488
Tapping into Free Community Resources 488
Advertising Plans and Agencies 489
Communication as a Marketing Tool 489
Promoting a New Practice 489
Developing and Giving Presentations 489
Overcoming Anxiety 490
During the Presentation 490
Building a Practice Web Site 492
Defining Objectives 492
Designing Pages 492
Locating a Web Server 492
Uploading Pages 492
Evaluating the Web Site 493
Social Media and Networking 493
High-Quality Customer Service in the Medical Practice 493
Treating the Patient as a Customer 493
Helpful Attitude 494
Phrases That Undermine Successful Customer Service 494
Identifying with Patients 494
What Do Patients Expect? 494
Remembering the Internal Customer 494
Closing Comments 495
Patient Education 495
Legal and Ethical Issues 495
Summary of Scenario 495
Connections 497
Study Guide Connection: 497
Evolve Connection: 497
Unit Six Fundamentals of Clinical Medical Assisting 498
27 Infection Control 498
Learning Objectives 498
Vocabulary 499
Scenario 498
Disease 499
The Chain of Infection 500
The Inflammatory Response 502
Types of Infections 502
Acute Infection 502
Chronic Infection 503
Latent Infection 503
Opportunistic Infections 503
Osha Standards for the Healthcare Setting 503
Exposure Control Plan 503
OSHA’s Bloodborne Pathogens Standard 503
Compliance Guidelines 504
Barrier Protection 504
Environmental Protection 505
Housekeeping Controls 509
Hepatitis B Vaccination 510
Postexposure Follow-Up 510
Aseptic Techniques: Prevention of Disease Transmission 512
Hand Washing 512
Sanitization 512
Ultrasonic Sanitization 514
Disinfection 514
Sterilization 516
Role of the Medical Assistant in Asepsis 516
Closing Comments 516
Patient Education 516
Legal and Ethical Issues 516
Connections 518
Study Guide Connection: 518
Evolve Connection: 518
28 Patient Assessment 519
Learning Objectives 519
Vocabulary 520
Scenario 519
Medical History 520
Collecting the History Information 520
Components of the Medical History 521
Understanding and Communicating with Patients 521
Sensitivity to Diversity 521
Therapeutic Techniques 524
Active Listening Techniques 524
Nonverbal Communication 525
Environmental Factors 526
Open-Ended Questions or Statements 526
Closed Questions 526
Interviewing the Patient 526
Interview Barriers 527
Providing Unwarranted Assurance 527
Giving Advice 528
Using Medical Terminology 528
Leading Questions 528
Talking Too Much 528
Defense Mechanisms 528
Communication Across the Lifespan 529
Recognizing and Responding to Verbal and Nonverbal Communications 530
Assessing the Patient 530
Signs and Symptoms 531
Documentation 531
Medical Terminology 533
Charting Methods 533
Problem-Oriented Medical Record 533
Source-Oriented Medical Record 538
Electronic Health Records 538
Closing Comments 539
Patient Education 539
Legal and Ethical Issues 539
Important Provisions of the Health Insurance Portability and Accountability Act 539
Connections 541
Study Guide Connection: 541
Evolve Connection: 541
29 Patient Education 542
Learning Objectives 542
Scenario 542
Patient Education and Models of Health and Illness 543
Patient Factors that Affect Learning 545
Perception of Disease Versus Actual State of Disease 545
Patient’s Need for Information 545
Patient’s Age and Developmental Level 545
Patient’s Mental and Emotional State 545
Influence of Multicultural and Diversity Factors on Patient Education 545
Patient Learning Style 546
Impact of Physical Disabilities 546
The Teaching Plan 547
Assess the Patient’s Learning Needs 547
Determine the Teaching Priorities 548
Decide on the Appropriate Teaching Materials 548
Decide on the Appropriate Teaching Methods 549
Implement the Teaching Plan 550
Closing Comments 551
Legal and Ethical Issues 551
HIPAA Applications 551
Connections 553
Study Guide Connection: 553
Evolve Connection: 553
30 Nutrition and Health Promotion 554
Learning Objectives 554
Vocabulary 555
Scenario 554
Nutrition and Dietetics 556
Nutrients 556
Nutrient Components 557
Carbohydrates 557
Recommendations for Carbohydrate Consumption 558
Fats 558
Saturated and Unsaturated Fatty Acids. 559
Foods High in Saturated Fat. 559
Cholesterol. 559
Recommendations for Fat Consumption 560
Antioxidants. 560
Proteins 560
Recommendations for Protein Consumption 561
Vitamins (Micronutrients) 561
Minerals (Electrolytes) 562
Water 568
Choose Myplate 568
Nutritional Status Assessment 569
Body Fat Measurement 569
Body Mass Index 570
Therapeutic Nutrition 571
Modifying a Diet 571
Liquid Diet 571
Soft or Light Diet 571
Mechanical Soft Diet 571
Bland Diet 571
Elimination Diet 571
High- or Low-Fiber Diet 572
Diabetic Diet 572
Heart-Healthy Diet 574
Reading Food Labels 575
How to Use Label Information 576
Organic Foods Production Act 577
Food-Borne Diseases 577
Food Contaminants 577
Eating Disorders 577
Obesity 578
Medications for Obesity 578
Health Promotion 578
Exercise 579
Stress Management 579
Health Screening 579
Closing Comments 579
Patient Education 579
Legal and Ethical Issues 580
Connections 581
Study Guide Connection: 581
Evolve Connection: 581
31 Vital Signs 582
Learning Objectives 582
Vocabulary 583
Scenario 582
Factors That May Influence Vital Signs 583
Temperature 584
Physiology 584
Fever 584
Temperature Readings 584
Types of Thermometers and Their Uses 585
Digital Thermometer 585
Tympanic Thermometer 587
Temporal Artery Scanner 587
Axillary Thermometer 587
Disposable Thermometer 588
Cleaning Thermometers 588
Digital Thermometers 588
Tympanic Thermometers 591
Disposable Thermometers 591
Pulse 591
Pulse Sites 591
Characteristics of a Pulse 593
Rate 593
Rhythm 594
Volume 594
Determining the Pulse Rate 594
Radial and Apical Pulse Rates 594
Femoral, Popliteal, and Pedal Pulses 595
Respiration 596
Physiology 596
Characteristics of Respirations 596
Counting Respirations 597
Blood Pressure 598
Factors That Affect Blood Pressure 598
Evaluating the Blood Pressure 598
Measuring Blood Pressure 599
Korotkoff Sounds 602
Phase I 602
Phase II 602
Phase III 602
Phase IV 602
Phase V 603
Palpatory Method 603
Anthropometric Measurement 603
Measuring Weight and Height 603
Weight 603
Height 605
Closing Comments 605
Patient Education 605
Legal and Ethical Issues 606
Connections 607
Study Guide Connection: 607
Evolve Connection: 607
32 Assisting with the Primary Physical Examination 608
Learning Objectives 608
Vocabulary 609
Scenario 608
Anatomy and Physiology 609
Structural Development 609
Cells 609
Tissues 609
Organs 610
Systems 610
Primary Care Physician 610
Physical Examination 611
Preparing for the Physical Examination 611
Role of the Medical Assistant in the Physical Examination 611
Room Preparation. 611
Patient Preparation. 612
Assisting the Physician. 613
Supplies and Instruments Needed for the Physical Examination 613
Ophthalmoscope. 613
Tongue Depressor. 613
Otoscope. 613
Nasal Speculum. 614
Tuning Fork. 614
Tape Measure. 615
Stethoscope. 615
Reflex Hammer. 615
Gloves. 615
Additional Supplies. 615
Assisting With the Physical Examination 615
Methods of Examination 615
Inspection. 615
Palpation. 615
Percussion. 615
Auscultation. 615
Mensuration. 615
Manipulation. 615
Positioning and Draping the Patient for the Physical Examination 616
Fowler’s Position. 616
Semi-Fowler’s Position. 616
Supine (Horizontal Recumbent) Position. 617
Dorsal Recumbent Position. 617
Lithotomy Position. 617
Sims’ Position. 619
Prone Position. 620
Knee-Chest Position. 620
Trendelenburg’s Position. 622
Principles of Body Mechanics 623
Transferring a Patient 625
Examination Sequence 625
Presenting Appearance (General Appearance) 626
Nutrition and Stature 626
Speech 626
Breath Odors 626
Skin 626
Head 626
Eyes 627
Ears 627
Nose and Sinuses 627
Mouth and Throat 627
Neck 627
Reflexes 627
Chest 627
Abdomen 627
Breast and Testicles 628
Rectum 628
Role of the Medical Assistant 628
Closing Comments 629
Patient Education 629
Legal and Ethical Issues 630
HIPAA Applications 630
Connections 632
Study Guide Connection: 632
Evolve Connection: 632
Unit Seven Assisting with Medications 633
33 Principles of Pharmacology 633
Learning Objectives 633
Vocabulary 634
Scenario 633
Government Regulation 634
Controlled Substances 635
Regulation of Controlled Substances 635
Drug Abuse 636
Drug Names 637
Approaches to Studying Pharmacology 637
Drug Reference Materials 637
Package Inserts 638
Physicians’ Desk Reference 638
U.S. Pharmacopeia/National Formulary 638
Learning About Drugs 638
Dispensing Drugs 639
Prescription Drugs 639
Drug Interactions with the Body 644
Drug Absorption 644
Oral Route 644
Parenteral Route 644
Mucous Membrane Absorption 645
Topical Absorption 645
Drug Distribution 645
Drug Action 645
Drug Metabolism 646
Drug Excretion 646
Factors That Affect Drug Action 646
Body Weight 646
Age 646
Gender 647
Time of Day 647
Pathologic Factors 647
Immune Responses 647
Psychological Factors 647
Tolerance 647
Accumulation 647
Idiosyncrasy 648
Drug-Drug Interactions 648
Classifications of Drug Actions 648
Examples of Drug Classifications 648
Adrenergics 648
Adrenergic Blockers 648
Analgesics 649
Anesthetics 649
Antacids 649
Antianxiety Agents 649
Antibiotics 649
Anticholinergics 649
Anticoagulants 649
Anticonvulsants 649
Antidepressants 649
Antiemetics 649
Antifungals 650
Antihistamines 650
Antihypertensive Agents 650
Anti-inflammatory Agents 650
Antimigraine Agents 650
Antineoplastics 650
Antipsychotics 650
Antipruritics 650
Antipyretics 650
Antispasmodics 650
Antitussives 650
Antiviral Agents 651
Bronchodilators 651
Cathartics (Laxative) 651
Central Nervous System Stimulants 651
Contraceptives 651
Decongestants 651
Diuretics 651
Expectorants 651
Hematopoietic Agents 651
Hemostatic Agents 651
Hormone Replacement Agents 651
Hypnotics (Sedatives) 651
Lipid-Lowering Agents 652
Miotics 652
Mydriatic Agents (Anticholinergic) 652
Narcotics 652
Oral Hypoglycemic Agents 652
Osteoporosis Agents 652
Herbal and Alternative Therapies 652
Herbal Products 652
Regulation of Herbal Products 652
Commonly Used Herbal Products 653
Alternative Therapies 653
Acupuncture 653
Chiropractic Care 653
Mind-Body Therapy 655
Homeopathic Medicine 655
Closing Comments 655
Patient Education 655
Therapeutic Communication With Patients From Diverse Cultures 655
Legal and Ethical Issues 656
HIPAA Applications 656
Connections 657
Study Guide Connection: 657
Evolve Connection: 657
34 Pharmacology Math 658
Learning Objectives 658
Vocabulary 659
Scenario 658
Drug Labels 659
Math Basics 659
Fractions 660
Decimals 661
Percent 661
Ratio and Proportion 661
Rounding Calculations 661
Systems of Measurement 662
Metric System 662
Rules for Metric System Conversions 663
Apothecary System 663
Household Measurements 664
Conversions Among Systems of Measurement 665
Calculating Drug Dosages for Administration 666
Calculating Dosages 666
Problem 1: Preparing an Injectable Dose. 666
Problem 2: Determining an Oral Dose. 667
More Sample Problems 668
Problem 1. 668
Problem 2. 668
Pediatric Dosages 668
Calculating the Dose 668
Clark’s Rule 668
West’s Nomogram 668
Dosages Based on Body Weight 669
Unit Eight Assisting with Medical Specialties 713
36 Emergency Preparedness and Assisting with Medical Emergencies 713
Learning Objectives 713
Vocabulary 714
Scenario 713
Safety in the Healthcare Facility 714
Patient Safety 714
Employee Safety 714
Environmental Safety 716
Disposal of Hazardous Waste 718
Emergency Preparedness 719
Community Resources for Emergency Preparedness 719
Assisting with Medical Emergencies 721
Emergency Supplies 721
Defibrillators 722
Precautions for Automated External Defibrillators 723
General Rules for Emergencies 724
Telephone Screening 724
Management of On-Site Emergencies 725
Life-Threatening Emergencies 726
Unresponsive Patient 726
Cardiac Emergencies 729
Choking 730
Cerebrovascular Accident (Stroke) 732
Shock 734
Common Office Emergencies 734
Fainting (Syncope) 734
Poisoning 734
Animal Bites 737
Insect Bites and Stings 737
Asthma Attacks 737
Seizures 738
Abdominal Pain 738
Sprains and Strains 738
Fractures 738
Burns 739
Tissue Injuries 739
Nosebleeds (Epistaxis) 741
Head Injuries 741
Foreign Bodies in the Eye 741
Heat and Cold Injuries 741
Dehydration 741
Diabetic Emergencies 742
Closing Comments 742
Patient Education 742
Legal and Ethical Issues 742
Summary of Scenario 743
Connections 745
Study Guide Connection: 745
Evolve Connection: 745
37 Assisting in Ophthalmology and Otolaryngology 746
Learning Objectives 746
Vocabulary 747
Scenario 746
Examination of the Eye 747
Anatomy and Physiology of the Eye 747
The Eyeball 747
Vision 748
Disorders of the Eye 748
Refractive Errors 748
Hyperopia (Farsightedness). 749
Myopia (Nearsightedness). 749
Presbyopia. 749
Astigmatism. 749
Signs and Symptoms of Refractive Errors 749
Treatment of Refractive Errors 749
Strabismus 750
Nystagmus 750
Infections of the Eye 750
Disorders of the Eyeball 750
Corneal Abrasion 750
Cataract 751
Glaucoma 751
Macular Degeneration 752
Diagnostic Procedures 753
Distance Visual Acuity 753
Near Visual Acuity 755
Ishihara Color Vision Test 755
Treatment Procedures 756
Eye Irrigation 756
Instillation of Eye Medication 756
Aseptic Procedures in Ophthalmology 760
Examination of the Ear 760
Anatomy and Physiology of the Ear 760
Outer or External Ear 760
Middle Ear 761
Inner Ear 761
Disorders of the Ear 762
Hearing Loss 762
Otitis 763
Impacted Cerumen 764
Ménière’s Disease 764
Diagnostic Procedures 765
Tuning Fork Testing 765
Audiometric Testing 765
Aseptic Procedures in Otology 766
Treatment Procedures 766
Ear Irrigation 766
Instilling Otic Medications 769
Examination of the Nose and Throat 769
Closing Comments 769
Patient Education 769
Legal and Ethical Issues 772
HIPAA Applications 772
Americans With Disabilities Applications 772
Connections 774
Study Guide Connection: 774
Evolve Connection: 774
38 Assisting in Dermatology 775
Learning Objectives 775
Vocabulary 776
Scenario 775
Anatomy and Physiology 776
Epidermis 776
Dermis 776
Subcutaneous Layer 777
Diseases and Disorders 777
Skin Lesions 777
Infections 777
Bacterial Infections 777
Impetigo. 777
Acne. 779
Rosacea. 779
Furuncles and Carbuncles. 779
Cellulitis. 780
Fungal Infections (Dermatophytoses) 780
Viral Infections 781
Warts. 781
Herpes Simplex (Cold Sores). 781
Herpes Zoster (Shingles). 781
Other Infections 781
Scabies and Pediculosis. 781
Inflammatory and Autoimmune Disorders 783
Seborrheic Dermatitis 783
Contact Dermatitis 783
Eczema (Atopic Dermatitis) 783
Psoriasis 783
Systemic Lupus Erythematosus 784
Scleroderma 784
Thermal Injuries 784
Superficial-Thickness (First-Degree) Burn 784
Partial-Thickness (Second-Degree) Burn 784
Treatment of Minor Burns 785
Full-Thickness (Third-Degree) Burn 785
Cold Injuries 786
Benign and Malignant Neoplasms 786
Neoplasms of the Skin 787
Dermatologic Procedures 788
Assisting With a Dermatologic Examination 788
Skin Testing for Allergies 789
Percutaneous Test. 789
Patch Test. 789
Intradermal (Intracutaneous) Test. 789
Radioallergosorbent Test. 789
Treatment of Allergies 790
Obtaining a Wound Specimen for Culture 790
Appearance Modification Procedures 790
Chemical Peel (Chemexfoliation). 790
Dermabrasion. 790
Laser Resurfacing (Photothermolysis). 790
Botox Injections. 790
Closing Comments 790
Patient Education 790
Legal and Ethical Issues 791
Connections 793
Study Guide Connection: 793
Evolve Connection: 793
39 Assisting in Gastroenterology 794
Learning Objectives 794
Vocabulary 795
Scenario 794
Anatomy and Physiology 795
Diseases of the Gastrointestinal System 797
Characteristics of the GI System 797
Cancers of the Gastrointestinal Tract 798
Disorders of the Esophagus and Stomach 799
Hiatal Hernia 799
Gastroesophageal Reflux Disease 800
Gastric and Duodenal Ulcers 800
Pyloric Stenosis 801
Intestinal Disorders 802
Food Poisoning 802
Dumping Syndrome 802
Irritable Bowel Syndrome 802
Acute Appendicitis 803
Crohn’s Disease 803
Ulcerative Colitis 804
Celiac Disease 804
Diverticular Disease 804
Hernias of the Abdomen 805
Hemorrhoids 805
Diseases of the Liver and Gallbladder 805
Cirrhosis 805
Hepatitis 806
Viral Hepatitis 806
Diagnosis and Treatment 806
Cholelithiasis (Gallstones) 807
Signs and Symptoms 807
Diagnosis and Treatment 808
The Medical Assistant’s Role in the Gastrointestinal Examination 808
Assisting with the Examination 808
Diagnostic Procedures 809
Sigmoidoscopy and Colonoscopy Examinations 809
Laboratory Tests 810
Occult Blood Screening 810
Proctologic Examination 812
Closing Comments 813
Patient Education 813
Legal and Ethical Issues 813
Connections 815
Study Guide Connection: 815
Evolve Connection: 815
40 Assisting in Urology and Male Reproduction 816
Learning Objectives 816
Vocabulary 817
Scenario 816
Anatomy and Physiology of the Urinary System 817
Disorders of the Urinary System 818
Urinary Incontinence 818
Urinary Tract Infections and Inflammations 820
Urethritis 820
Cystitis 820
Pyelonephritis 820
Treatment of Urinary Tract Infections 820
Glomerulonephritis 821
Urinary Tract Disorders and Cancers 821
Renal Calculi 821
Hydronephrosis 821
Polycystic Kidneys 822
Bladder Cancer 822
Renal Carcinoma 823
Wilms’ Tumor 823
Renal Failure 823
Treatment 823
Pediatric Urologic Disorders 824
Nocturnal Enuresis 824
Urinary Reflux Disorder 825
Cryptorchidism 825
Anatomy and Physiology of the Male Reproductive System 826
Penis 826
Hormone Production 827
Disorders of the Male Reproductive Tract 827
Diseases of the Prostate 827
Prostatitis 827
Benign Prostatic Hyperplasia 827
Prostate Cancer 828
Pathologic Conditions of the Genital Organs 828
Epididymitis 828
Balanitis 828
Hydrocele 829
Testicular Cancer 829
Erectile Dysfunction 829
Infertility 829
Sexually Transmitted Infections 829
Bacterial Sexually Transmitted Infections 829
Viral Sexually Transmitted Infections 831
Acquired Immunodeficiency Syndrome 832
The Medical Assistant’s Role in Urologic and Male Reproductive Examinations 834
Assisting with a Urologic Examination 834
Assisting with a Male Reproductive Examination 834
Vasectomy 834
Closing Comments 835
Patient Education 835
Legal and Ethical Issues 835
HIPAA Applications 835
Connections 837
Study Guide Connection: 837
Evolve Connection: 837
41 Assisting in Obstetrics and Gynecology 838
Learning Objectives 838
Vocabulary 839
Scenario 838
Anatomy and Physiology 839
Female Reproductive System 839
Breast Tissue 840
Menstruation 840
Follicular Phase (Proliferative Phase) 840
Luteal Phase (Secretory Phase) 841
Menstrual Phase 841
Contraception 841
Barrier Methods 841
Hormonal Contraceptives 842
Intrauterine Devices 843
Permanent Methods 844
Gynecologic Diseases and Disorders 844
Menstrual Disorders and Conditions 844
Endometriosis 844
Infections 845
Candidiasis 845
Bacterial Vaginosis 845
Cervicitis 845
Pelvic Inflammatory Disease 846
Sexually Transmitted Infections 846
Benign Tumors 847
Fibroid Tumors 847
Ovarian Cysts 848
Fibrocystic Breast Disease 849
Malignant Tumors 849
Cervical Cancer 849
Endometrial Cancer 852
Ovarian Cancer 852
Breast Cancer 853
Positional Disorders of the Pelvic Region 856
Pregnancy 856
Anatomy and Physiology 856
First Trimester 857
Second Trimester 857
Third Trimester 857
Parturition 857
Pregnancy Complications 858
Infertility and Abortions 858
Placental Abnormalities 859
Maternal Disorders 859
Gestational Diabetes. 859
Hypertension. 860
Menopause 860
The Medical Assistant’s Role in Gynecologic and Obstetric Procedures 860
Examination Preparation 861
Assisting with the Examination 861
Breast Examination 862
Abdominal Examination 862
Pelvic Examination 863
Postexamination Duties 863
Diagnostic Testing 863
Sonography 863
Mammography 864
Pregnancy Testing 865
Closing Comments 865
Patient Education 865
Legal and Ethical Issues 866
Connections 868
Study Guide Connection: 868
Evolve Connection: 868
42 Assisting in Pediatrics 869
Learning Objectives 869
Vocabulary 870
Scenario 869
Normal Growth and Development 870
Growth Patterns 870
Denver II Developmental Screening Test 872
Developmental Patterns 872
Developmental Theories 872
Pediatric Diseases and Disorders 875
Gastrointestinal Disorders 875
Colic 875
Diarrhea 875
Failure to Thrive 876
Obesity 877
Respiratory Disorders 877
Common Cold 877
Otitis Media 877
Croup 878
Bronchiolitis 878
Asthma 878
Influenza 879
Infectious Diseases 879
Conjunctivitis 879
Tonsillitis 879
Fifth Disease 879
Hand-Foot-and-Mouth Disease 880
Varicella (Chickenpox) 880
Meningitis 880
Hepatitis B 880
Reye’s Syndrome 881
Inherited Disorders 881
Cystic Fibrosis 881
Duchenne’s Muscular Dystrophy 882
Immunizations 882
The Pediatric Patient 885
Well-Child Visits 885
Sick-Child Visits 887
The Medical Assistant’s Role in Pediatric Procedures 888
Measurement 889
Assisting with the Examination 893
Obtaining a Urine Sample 894
Injury Prevention 895
The Adolescent Patient 895
Child Abuse 895
Closing Comments 897
Patient Education 897
Legal and Ethical Issues 898
Connections 900
Study Guide Connection: 900
Evolve Connection: 900
43 Assisting in Orthopedic Medicine 901
Learning Objectives 901
Vocabulary 902
Scenario 901
Anatomy and Physiology of the Musculoskeletal System 902
Muscles 902
Bones 902
Joints 906
Types of Joints 906
Ligaments, Tendons, and Bursae 907
Musculoskeletal Diseases and Disorders 907
Muscular Disorders 909
Fibromyalgia 909
Myasthenia Gravis 910
Sprains, Strains, and Spasms 910
Skeletal Disorders 911
Fractures 911
Osteomalacia 912
Osteoporosis 913
Spinal Column Disorders 913
Abnormal Spinal Curvatures 913
Herniated Disk 913
Joint Disorders 914
Dislocation 914
Gout 915
Lupus 916
Infectious Arthritis 916
Lyme Disease 916
Osteoarthritis 917
Rheumatoid Arthritis 917
Tendonitis and Bursitis 917
The Medical Assistant’s Role in Assisting with Orthopedic Procedures 918
Assisting with the Examination 918
Specialized Diagnostic Procedures in Orthopedics 918
Range-of-Motion Evaluation 918
Muscle Strength Evaluation 919
Radiology 919
Therapeutic Modalities 919
General Principles of Cold Application 920
Heat Modalities 920
Paraffin Bath 921
Hot Water Bottle 921
Therapeutic Ultrasonography 921
Massage and Exercise 922
Electrical Muscle Stimulation 922
Ambulatory Devices 924
Crutches 924
Walkers 926
Canes 926
Wheelchairs 927
Assisting with Casting 927
Closing Comments 931
Patient Education 931
Legal and Ethical Issues 931
Connections 933
Study Guide Connection: 933
Evolve Connection: 933
44 Assisting in Neurology and Mental Health 934
Learning Objectives 934
Vocabulary 935
Scenario 934
Anatomy and Physiology of the Nervous System 935
Central Nervous System 936
Brain 936
Spinal Cord 937
Meninges 937
Peripheral Nervous System 938
Diseases and Disorders of the Central Nervous System 938
Cerebrovascular Disease 938
Transient Ischemic Attacks 938
Cerebrovascular Accident 939
Migraine Headache 941
Dementia and Alzheimer’s Disease 942
Epilepsy and Seizure Disorders 942
Central Nervous System Infections 944
Encephalitis 944
Meningitis 944
Brain and Spinal Cord Injuries 944
Cerebral Concussion and Contusion 944
Open and Closed Head Injuries 945
Shaken Baby Syndrome 945
Spinal Cord Injuries 946
Additional Central Nervous System Pathologies 946
Parkinson’s Disease 946
Tumors 946
Diseases of the Peripheral Nervous System 947
Multiple Sclerosis 947
Amyotrophic Lateral Sclerosis 947
Bell’s Palsy 947
Peripheral Neuropathy 947
Carpal Tunnel Syndrome 947
Mental Health 948
Depressive Disorders 948
Anxiety Disorders 948
Schizophrenia 949
The Medical Assistant’s Role in the Neurologic Examination 949
Diagnostic Testing 949
Electroencephalography 949
Lumbar Puncture 950
Closing Comments 950
Patient Education 950
Legal and Ethical Issues 954
HIPAA Applications 954
Connections 956
Study Guide Connection: 956
Evolve Connection: 956
45 Assisting in Endocrinology 957
Learning Objectives 957
Vocabulary 958
Scenario 957
Anatomy and Physiology of the Endocrine System 958
Basic Anatomy 958
Mechanisms of Hormone Action 960
Diseases and Disorders of the Endocrine System 960
Posterior Pituitary Gland Disorder 960
Diabetes Insipidus 960
Diseases of the Anterior Pituitary 960
Growth Hormone Abnormalities 960
Disorders of the Thyroid 961
Hypothyroidism 961
Hyperthyroidism 962
Disorders of the Adrenal Glands 962
Endocrine Dysfunction of the Pancreas: Diabetes Mellitus 963
Prediabetes 963
Type 1 Diabetes 963
Type 2 Diabetes 966
Gestational Diabetes 967
Complications of Diabetes Mellitus 968
Acute Complications. 968
Chronic Complications 969
Microvascular Disease. 969
Macrovascular Disease. 969
Diabetic Neuropathy. 969
Infection. 970
Follow-Up for Patients with Diabetes 970
Developing a Diabetic Patient Education Plan 970
Closing Comments 971
Patient Education 971
Legal and Ethical Issues 971
Connections 973
Study Guide Connection: 973
Evolve Connection: 973
46 Assisting in Pulmonary Medicine 974
Learning Objectives 974
Vocabulary 975
Scenario 974
The Respiratory System 975
Upper Respiratory Tract 975
Lower Respiratory Tract 975
Ventilation 977
Inspiration 978
Expiration 978
Respiratory System Defenses 978
Major Diseases of the Respiratory System 979
Infectious Diseases 979
Upper Respiratory Tract Infections 979
Common Cold. 979
Sinusitis. 979
Allergic Rhinitis (Hay Fever). 980
Lower Respiratory Tract Infections 980
Pneumonia. 980
Tuberculosis. 980
Chronic Obstructive Pulmonary Disease 982
Asthma 982
Pneumoconioses 984
Emphysema 984
Obstructive Sleep Apnea 986
Cancer of the Pulmonary System 987
Lung Cancer 987
Carcinoma of the Larynx 988
The Medical Assistant’s Role in Pulmonary Procedures 988
Assisting with the Examination 988
Diagnostic Procedures 988
Tuberculosis 988
Spirometry 988
Test Results. 990
Pulse Oximetry 990
Obtaining Sputum for Culture 991
Methods of Collection. 991
Bronchoscopy 992
Closing Comments 992
Patient Education 992
Legal and Ethical Issues 992
Connections 994
Study Guide Connection: 994
Evolve Connection: 994
47 Assisting in Cardiology 995
Learning Objectives 995
Vocabulary 996
Scenario 995
Anatomy and Physiology of the Heart 996
Layers of the Heart 996
Heart Chambers and Arteries 997
Heart Conduction 997
Diseases and Disorders of the Heart 998
Coronary Artery Disease and Myocardial Infarction 999
Diagnostic and Therapeutic Procedures 1000
Hypertensive Heart Disease 1001
Congestive Heart Failure 1002
Orthostatic Hypotension 1003
Inflammations and Valvular Disorders 1003
Rheumatic Heart Disease 1003
Valvular Disorders 1003
Blood Vessels 1004
Arteries 1004
Veins 1004
Vascular Disorders 1004
Shock 1004
Vein Disorders 1004
Varicose Veins 1004
Deep Vein Thrombosis 1004
Arterial Disorders 1007
Arteriosclerosis and Atherosclerosis 1007
Aneurysm 1007
Peripheral Arterial Disease 1007
Diagnostic Procedures and Treatments 1007
Doppler Studies 1008
Angiography 1008
Echocardiography 1008
Cardiac Catheterization and Angioplasty 1009
Cardiac Pacemakers 1009
Implantable Cardioverter-Defibrillator 1010
Closing Comments 1010
Patient Education 1010
Legal and Ethical Issues 1010
Connections 1012
Study Guide Connection: 1012
Evolve Connection: 1012
48 Assisting in Geriatrics 1013
Learning Objectives 1013
Vocabulary 1014
Scenario 1013
Changes in Anatomy and Physiology 1014
Cardiovascular System 1016
Endocrine System 1017
Gastrointestinal System 1017
Integumentary System 1017
Musculoskeletal System 1018
Osteoporosis 1019
Falls 1019
Nervous System 1019
Alzheimer’s Disease 1020
Pulmonary System 1022
Sensory Organs 1022
Vision 1022
Cataracts, Glaucoma, and Macular Degeneration. 1023
Hearing 1023
Taste and Smell 1024
Nutritional Status. 1024
Urinary System 1024
Reproductive System 1025
Sleep Disorders 1025
Living Arrangements 1026
The Medical Assistant’s Role in Caring for the Older Patient 1026
Closing Comments 1027
Patient Education 1027
Legal and Ethical Issues 1027
Connections 1029
Study Guide Connection: 1029
Evolve Connection: 1029
Unit Nine Diagnostic Procedures 1030
49 Principles of Electrocardiography 1030
Learning Objectives 1030
Vocabulary 1031
Scenario 1030
The Electrical Conduction System of the Heart 1032
The Cardiac Cycle 1032
Polarization, Depolarization, and Repolarization 1032
PQRST Complex 1032
The Electrocardiograph 1034
Electrocardiograph Paper 1034
Electrodes and Leads 1035
Lead Recordings 1035
Standard Leads 1035
Augmented Leads 1035
Precordial Leads 1036
Performing Electrocardiography 1036
Preparation of the Room and Patient 1036
Attaching Leads to the Patient 1036
Recording the Electrocardiogram 1037
Standardization, Sensitivity, and Speed 1037
The ECG Tracing and the Medical Record 1040
Telephone Transmission 1040
Interpretive Electrocardiographs 1040
Artifacts 1041
Wandering Baseline 1041
Somatic Tremor 1041
Alternating Current (AC) Interference 1041
Interrupted Baseline 1041
Interpreting an ECG Strip 1042
Normal Appearance of ECG Complexes 1042
Rate 1042
Rhythm 1043
Typical ECG Rhythm Abnormalities 1043
Sinus Arrhythmias 1043
Atrial Arrhythmias 1043
Ventricular Arrhythmias 1043
Biochemical Arrhythmias 1044
Pacemaker Rhythms 1045
Implanted Cardioverter-Defibrillator 1045
Myocardial Infarction 1045
Related Cardiac Diagnostic Tests 1047
Stress Test 1047
Holter Monitor 1048
Cardiac Event Monitor 1051
Heart Scan 1051
Closing Comments 1051
Patient Education 1051
Legal and Ethical Issues 1051
Connections 1053
Study Guide Connection: 1053
Evolve Connection: 1053
50 Assisting with Diagnostic Imaging 1054
Learning Objectives 1054
Vocabulary 1055
Scenario 1054
Basic Principles of Radiography 1056
Radiography 1056
X-Ray Exposure 1056
Prime Factors 1056
Technique Charts 1057
Radiographic Equipment 1057
X-Ray Tube and Housing 1057
X-Ray Tube Support 1057
Radiographic Table 1057
Grids and Bucky Devices 1057
Upright Cassette Holder 1058
Control Console 1058
Image Receptor Systems 1058
Cassettes and Intensifying Screens 1058
Film 1059
Film Care and Handling. 1059
Film Processing. 1059
Daylight Processing. 1060
Computed and Digital Radiography 1060
Radiographic Positioning 1060
Projections 1061
Diagnostic Imaging Modalities 1061
Fluoroscopy and Contrast Media 1061
Fluoroscopy 1061
X-Ray Studies Using Contrast Media 1062
Cardiovascular and Interventional Radiography 1064
Computed Tomography 1064
Magnetic Resonance Imaging 1065
Sonography 1066
Nuclear Medicine 1067
DEXA Scan 1068
Basic Radiographic Procedure 1068
Patient Preparation and Explanation 1068
Scheduling and Sequencing Diagnostic Imaging Procedures 1070
Radiation Safety 1071
Radiation Units 1071
Effects of Low-Dose Radiation Exposure 1073
Cellular Response to Exposure 1073
Somatic Effects 1073
Radiation and Pregnancy 1073
Genetic Effects 1074
Radiation Protection 1074
Personnel Safety 1074
Personnel Monitoring 1075
Effective Dose Equivalent Limits 1075
Occupational Precautions During Pregnancy 1076
Patient Protection 1076
Gonad Shielding 1076
Pregnant or Possibly Pregnant Patients 1076
The Role of the Medical Assistant 1077
Closing Comments 1078
Legal and Ethical Issues 1078
Connections 1080
Study Guide Connection: 1080
Evolve Connection: 1080
51 Assisting in the Clinical Laboratory 1081
Learning Objectives 1081
Vocabulary 1082
Scenario 1081
Role of the Clinical Laboratory in Patient Care 1082
Personnel in the Clinical Laboratory 1082
Clinical Laboratory Testing 1082
Clinical Laboratory Improvement Amendments 1083
Waived Tests 1083
Moderate- and High-Complexity Tests 1085
Divisions of the Clinical Laboratory 1085
Urinalysis 1085
Hematology 1085
Chemistry 1085
Microbiology 1085
Laboratory Safety 1085
Safety Standards and Governing Agencies 1085
Laboratory Hazards 1086
Physical Hazards 1086
Chemical Hazards 1086
Biologic Hazards and Infection Control 1092
Standard Precautions 1092
Specimen Collection, Processing, and Storage 1093
Laboratory Requisitions and Reports 1093
Specimen Collection 1093
Preventing Contamination 1094
Proper Handling, Processing, and Storage 1095
Chain of Custody 1095
Quality Assurance and Quality Control 1095
Quality Assurance Guidelines 1095
Quality Control Guidelines 1096
Laboratory Mathematics and Measurement 1096
Measuring Time 1096
Measuring Temperature 1097
Units of Measurement 1097
Measuring Liquid Volume 1097
Preparing Dilutions 1099
Clinical Laboratory Equipment 1099
Microscope 1099
Centrifuge 1101
Incubator 1102
Autoclave 1102
Closing Comments 1102
Patient Education 1102
Legal and Ethical Issues 1103
Connections 1104
Study Guide Connection: 1104
Evolve Connection: 1104
52 Assisting in the Analysis of Urine 1105
Learning Objectives 1105
Vocabulary 1106
Scenario 1105
Physiology of Urine Formation 1106
Anatomy of the Urinary Tract 1106
Formation of Urine 1107
Collecting a Urine Specimen 1107
Patient Sensitivity 1107
Containers 1107
Methods of Specimen Collection 1108
Handling and Transportation of a Specimen 1109
Routine Urinalysis 1112
Physical Examination of the Urine 1112
Appearance 1112
Color. 1112
Turbidity. 1112
Volume 1112
Foam 1113
Odor 1113
Specific Gravity 1114
Chemical Examination of Urine 1114
pH 1118
Glucose 1118
Protein 1118
Ketones 1118
Blood 1118
Bilirubin and Urobilinogen 1118
Nitrite 1119
Leukocyte Esterase 1119
Limitations of Reagent Strip Testing 1119
Microscopic Examination of Urine Sediment 1119
Casts 1122
Cells 1123
Crystals 1124
Miscellaneous Findings 1124
Interpretation of the Microscopic Examination 1127
Quality Assurance and Quality Control in Urinalysis 1127
Additional Tests Performed on Urine 1130
Clinitest 1130
Acetest 1130
Urine Pregnancy Testing 1130
Ovulation Testing 1132
Menopause Testing 1132
Bladder Tumor–Associated Antigen Testing 1132
Urine Toxicology 1134
Alcohol Testing 1137
Culturing the Urine 1137
Closing Comments 1137
Patient Education 1137
Legal and Ethical Issues 1139
Connections 1140
Study Guide Connection: 1140
Evolve Connection: 1140
53 Assisting in Phlebotomy 1141
Learning Objectives 1141
Vocabulary 1142
Scenario 1141
Venipuncture Equipment 1142
Gloves 1143
Tourniquets 1143
Antiseptics 1143
Evacuated Collection Tubes 1144
Tube Additives 1144
Order of Collection 1146
Types of Sharps and Supplies Used in Phlebotomy 1146
Multisample Needles 1146
Syringes 1147
Winged Infusion Sets (Butterfly Needles) 1147
Needle Holders 1147
Needle Safety 1147
Postexposure Management of Needlesticks 1149
Routine Venipuncture 1150
Patient Preparation 1150
Preparing for the Venipuncture 1150
Performing the Venipuncture 1151
Completing the Venipuncture 1151
Problems Associated with Venipuncture 1151
Specimen Re-collection 1160
Capillary Puncture 1161
Equipment 1162
Skin Puncture Devices 1162
Collection Containers 1162
Routine Capillary Puncture 1163
Site Selection 1163
Patient Preparation 1164
Collecting the Specimen 1164
Specimen Handling 1164
Pediatric Phlebotomy 1164
Postcollection Specimen Handling 1168
Chain of Custody 1168
Closing Comments 1168
Patient Education 1168
Legal and Ethical Issues 1169
Connections 1171
Study Guide Connection: 1171
Evolve Connection: 1171
54 Assisting in the Analysis of Blood 1172
Learning Objectives 1172
Vocabulary 1173
Scenario 1172
Hematology 1173
Erythrocytes 1173
Leukocytes 1174
T Cells 1174
B Cells 1174
Thrombocytes 1174
Clot Formation 1174
Plasma 1175
Collection of Blood Specimens 1175
Hematocrit 1175
Hemoglobin 1178
Red Blood Cell Count 1180
White Blood Cell Count 1180
Determining the Red Blood Cell and White Blood Cell Counts 1180
Red Cell Indices 1182
Differential Cell Count 1183
Preparation of Blood Smears for the Differential 1183
Staining of Blood Smears 1183
Identification of Normal Blood Cells 1183
Differential Examination 1185
Red Blood Cell Morphology 1185
Size 1185
Shape 1185
Content 1186
Platelet Analysis 1186
Erythrocyte Sedimentation Rate 1186
Coagulation Testing 1188
Immunohematology 1188
Blood Grouping 1189
Determination of ABO Blood Group 1189
Determination of Rh Factor 1189
Other Blood Types 1192
Rare Blood Types 1192
Clinical Chemistry 1192
Blood Glucose Testing 1192
Hemoglobin A1c Testing 1193
Cholesterol Testing 1194
Thyroid Hormone Testing 1194
Alanine Aminotransferase and Aspartate Aminotransferase Testing 1194
Chemistry Panels 1196
Closing Comments 1196
Legal and Ethical Issues 1196
Connections 1202
Study Guide Connection: 1202
Evolve Connection: 1202
55 Assisting in Microbiology and Immunology 1203
Learning Objectives 1203
Vocabulary 1204
Scenario 1203
Specimen Collection and Transport 1204
Classification of Microorganisms 1207
Naming of Microorganisms 1208
Typical Pathogenic Bacteria 1209
Bacterial Shapes 1209
Bacterial Oxygen Requirements 1209
Bacterial Physical Structures 1210
Unusual Pathogenic Bacteria: Chlamydiae, Mycoplasmas, and Rickettsiae 1211
Fungi 1212
Parasites 1213
Helminths 1213
Protozoa 1213
Microbiology Laboratory 1215
Inoculating Equipment 1215
Incineration Equipment 1216
Culture Media 1216
Inoculation of Media 1217
Identification of Pathogens in the Microbiology Laboratory 1217
Assessing a Culture 1217
Throat Culture 1217
Urine Cultures 1218
Staining 1220
Gram Stain 1221
Acid-Fast Stain 1223
Biochemical Testing 1224
Rapid Identification Methods 1224
Rapid Strep Testing 1224
Influenza a and B Testing 1224
Respiratory Syncytial Virus Testing 1224
Antimicrobial Susceptibility Testing 1224
Miscellaneous Microbiologic Testing 1225
Testing for Pinworms 1225
Immunologic Testing 1226
Infectious Mononucleosis Testing 1226
Helicobacter Pylori Antibody Testing 1228
Human Immunodeficiency Virus Antibody Testing 1228
Lyme Disease Antibody Testing 1228
Closing Comments 1229
Patient Education 1229
Legal and Ethical Issues 1230
Nationally Notifiable Infectious Conditions 1230
Nationally Notifiable Noninfectious Conditions 1231
Connections 1232
Study Guide Connection: 1232
Evolve Connection: 1232
Unit Ten Assisting with Surgeries 1233
56 Surgical Supplies and Instruments 1233
Learning Objectives 1233
Vocabulary 1234
Scenario 1233
Minor Surgery Room 1234
Surgical Solutions and Medications 1234
Surgical Instruments 1236
Classifications of Surgical Instruments 1237
Cutting and Dissecting Instruments 1237
Bandage Scissors (Figure 56-6, A) 1237
Operating (Surgical) Scissors 1237
Metzenbaum (Metz) Scissors (Figure 56-6, B) 1237
Mayo Scissors (Figure 56-6, C and D) 1237
Iris Scissors (Figure 56-6, E and F) 1237
Littauer Stitch or Suture Scissors (Figure 56-7) 1237
Disposable Scalpels (Figure 56-8) 1237
Grasping and Clamping Instruments 1238
Hemostat Forceps (Figure 56-9, A and B) 1238
Needle Holders (Figure 56-9, C and D) 1238
Splinter Forceps 1239
Adson Forceps (Figure 56-10) 1239
Plain Thumb (Dressing) Forceps (Figure 56-11) 1239
Towel Forceps (Towel Clamp) (Figure 56-12) 1239
Allis Tissue Forceps (Figure 56-13, A) 1239
Foerster Sponge Forceps (Figure 56-13, B) 1239
Transfer Forceps (Figure 56-13, C to E) 1240
Adson Thumb Forceps (Figure 56-14, A and B) 1240
Bayonet Forceps (Figure 56-14, C to E) 1240
Plain-Tip Tissue Forceps (Figure 56-14, F) 1240
Toothed Tissue Forceps (Figure 56-14, G) 1241
Retractors 1241
Senn Retractor (Figure 56-15) 1241
Probes and Dilators 1241
Probes (Figure 56-16, A to C) 1241
Trocars and Obturators (Figure 56-16, D to G) 1241
Specula (Figure 56-17) 1241
Nasal Specula (see Figure 56-17, A and B) 1242
Specialty Instruments 1242
Gynecologic Instruments 1242
Foerster Sponge Forceps (Figure 56-18, A) 1242
Placenta Forceps (Figure 56-18, B) 1243
Bozeman Uterine Dressing Forceps (Figure 56-18, C) 1243
Endocervical Curette (Figure 56-18, D) 1243
Sims Uterine Curette (Figure 56-18, E) 1243
Schroeder Uterine Vulsellum Forceps (Figure 56-18, F) 1243
Long Allis Forceps (Figure 56-18, G) 1243
Schroeder Uterine Tenaculum Forceps (Figure 56-18, H) 1243
Hegar Uterine Dilators (Figure 56-19, A) 1243
Sims Uterine Sounds (Figure 56-19, B) 1243
Ophthalmologic and Otolaryngologic Instruments 1243
Krause Nasal Snare (Figure 56-20, A) 1243
Metal Tongue Depressor (Figure 56-20, B) 1243
Hartmann “Alligator” Ear Forceps (Figure 56-20, C) 1243
Laryngeal Mirror (Figure 56-20, D) 1244
Ivan Laryngeal Metal Applicator (Figure 56-20, E) 1244
“Buck” Ear Curette (Figure 56-20, F) 1244
Sharp Ear Dissector (Figure 56-20, G) 1244
Biopsy Instruments 1244
Cervical Biopsy Forceps (Figure 56-21, A) 1244
Rectal Biopsy Punch (Figure 56-21, B) 1244
Silverman Biopsy Needle 1244
Genitourinary Instruments 1244
Catheter Guide (Figure 56-22, A) 1244
Foley Catheter with Inflated Balloon (Figure 56-22, B) 1244
Red Robinson Catheter (Figure 56-22, C) 1245
12-mL Luer-Lok Syringe (Figure 56-22, D) 1245
Care and Handling of Instruments 1245
Drapes, Sutures, and Needles 1246
Sutures 1246
Absorbable Sutures 1246
Nonabsorbable Sutures 1247
Suture Sizing and Packaging 1247
Needles 1248
Closing Comments 1248
Patient Education 1248
Legal and Ethical Issues 1248
Connections 1249
Study Guide Connection: 1249
Evolve Connection: 1249
57 Surgical Asepsis and Assisting with Surgical Procedures 1250
Learning Objectives 1250
Vocabulary 1251
Scenario 1250
Sterilization 1251
Autoclave 1252
Wrapping Materials 1253
Wrapping Instruments 1253
Sterilization Indicators 1256
Chemical Sterilization Indicators. 1256
Biologic Sterilization Indicators. 1256
Quality Assurance Records for Office Sterilization 1256
Loading the Autoclave 1256
Unloading Guidelines 1257
Shelf Life of Sterilized Packs. 1257
Gas Sterilization 1258
Chemical Sterilization 1258
Surgical Procedures 1258
Electrosurgery 1258
Laser Surgery 1258
Microsurgery 1259
Endoscopic Procedures 1259
Cryosurgery 1259
Assisting with Surgical Procedures 1259
Preparation of the Patient 1259
Preoperative Instructions 1260
Informed Consent 1260
Positioning 1260
Skin Preparation 1260
Preparation of the Room 1260
Sterile Technique 1262
Sterile Field 1262
Assisting the Physician during Surgery 1270
Passing Instruments 1270
Specimen Collection 1275
Completing the Surgical Procedure 1275
Postoperative Responsibilities 1277
Postoperative Instructions and Care 1278
Warning Signs 1278
Follow-Up 1278
Wound Care 1281
Wound Healing 1281
Dressings 1282
Bandages 1283
Closing Comments 1285
Patient Education 1285
Legal and Ethical Issues 1285
Connections 1289
Study Guide Connection: 1289
Evolve Connection: 1289
Unit Eleven Career Development 1290
58 Career Development and Life Skills 1290
Learning Objectives 1290
Vocabulary 1291
Scenario 1290
What Does the Employer Want? 1291
Assessing Strengths 1292
Developing Career Objectives 1292
Knowing Personal Needs 1292
Finding a Job 1292
Two Best Job Search Methods 1293
Internet and the Job Search 1294
Traditional Job Search Methods 1294
School Career Placement Offices 1294
Newspaper Ads 1294
Employment Agencies 1294
Professional Organizations 1294
Volunteering 1294
Mailing Resumés 1294
Cold Calling 1295
Performing Well on Externships 1295
Organizing the Job Search 1295
Developing a Resumé 1295
Critical Resumé Errors 1296
Argument about Length 1300
Purpose of a Resumé 1300
Cover Letter 1301
Job Applications 1302
Job Interview 1305
Preparation for the Interview 1305
Interview 1307
Follow-Up after the Interview 1308
Negotiation 1309
You Got the Job! 1309
Common Early Mistakes 1309
Being a Good Employee 1309
Dealing with Supervisors 1310
Performance Appraisals 1310
Asking for a Raise 1311
Leaving a Job 1311
Life Skills 1311
Personal Growth 1311
Self-Control 1311
Self-Esteem 1311
Problem-Solving Skills 1312
Decision-Making Skills 1312
Stress Management 1312
Planning a Budget 1312
Student Loans 1312
Guideline Budget 1313
Getting a Paycheck 1313
Dangerous Habits 1313
Closing Comments 1314
Patient Education 1314
Legal and Ethical Issues 1314
Connections 1316
Study Guide Connection: 1316
Evolve Connection: 1316
ICD-10 Diagnostic Coding e1
Learning Objectives e1
Vocabulary e1
Scenario e1
Introduction to the International Classification of Diseases Coding System e2
Two Major Coding Structures e2
History and Development of the ICD Coding System e2
Uses of Coded Data e2
Why the Change to ICD-10-CM? e2
ICD-10-CM Coding and Reporting Guidelines e3
Process of Classifying Diseases e3
ICD-10-CM Code Structure e5
Format of the ICD-10-CM Manual e5
Alphabetic Index e6
Main Terms. e6
Essential and Nonessential Modifiers. e8
Conventions Used in Alphabetic Index e9
Parentheses. e9
Cross-References (See and See also). e9
Example e9
Glossary 1317
Index 1340
A 1340
B 1342
C 1343
D 1345
E 1347
F 1349
G 1349
H 1350
I 1352
J 1353
K 1353
L 1353
M 1354
N 1356
O 1357
P 1358
Q 1361
R 1361
S 1362
T 1364
U 1365
V 1365
W 1366
X 1366
Y 1366
Z 1366