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Kinn's The Administrative Medical Assistant E-Book

Kinn's The Administrative Medical Assistant E-Book

Deborah B. Proctor | Brigitte Niedzwiecki | Julie Pepper | Payel Madero

(2016)

Additional Information

Book Details

Abstract

Administrative Medical Assisting begins with Kinn! Elsevier’s Kinn’s The Administrative Medical Assistant, 13th Edition provides you with the real-world administrative skills that are essential to working in the modern medical office. An applied learning approach to the MA curriculum is threaded throughout each chapter to help you further develop the tactile and critical thinking skills necessary in today’s healthcare setting. Paired with our adaptive solutions, EHR documentation, ICD-10 coverage and, detailed procedural videos, you will learn the professional and interpersonal skills of modern administrative medical assisting!

  • Professionalism in applicable procedures teaches you how to properly interact with patients and coworkers.
  • Professional behavior boxes provide guidelines on how to interact with patients, families, and coworkers.
  • Step-by-step procedures explain complex conditions and abstract concepts.
  • Patient education and legal and ethical issues are described in relation to the Medical Assistant's job.
  • Critical thinking applications test your understanding of the content.
  • Threaded case scenarios help you to apply concepts to realistic administrative situations.
  • Portfolio builder helps you demonstrate proficiency to potential employers.
  • NEW! Chapter on The Health Record reviews how you’ll be working with a patient’s medical record.
  • NEW! Chapter on Technology in the Medical Office introduces you to the role technology plays in the medical office.
  • NEW! Administrative procedure videos helps you visualize and review key procedures.
  • NEW! Chapter on Competency-Based Education helps you to understand how your mastery of the material will affect your ability to get a job.
  • Basics of Diagnostic Coding prepares you to use ICD-10 coding system.

Table of Contents

Section Title Page Action Price
Front Cover cover
Inside Front Cover ifc1
Procedures i
Kinn's The Administrative Medical Assistant iii
Copyright Page vi
Preface vii
New to This Edition vii
Evolve vii
Study Guide and Procedure Checklist Manual vii
Features vii
Reviewers xiii
Table Of Contents xv
Unit One Introduction to Medical Assisting 1
1 Competency-Based Education and the Medical Assistant Student 1
Learning Objectives 1
Vocabulary 1
Scenario 1
Adult Learners and Competency-Based Education 2
Portfolios 2
Who You are as a Learner: How Do You Learn Best? 3
Learning Style Inventory 3
Using Your Learning Profile to Be a Successful Student: Where Do I Go From Here? 4
Coping Mechanisms 5
Time Management: Putting Time on Your Side 6
How to Put Time on Your Side 6
Study Skills: Tricks for Becoming a Successful Student 7
Test-Taking Strategies: Taking Charge of Your Success 9
Becoming a Critical Thinker: Making Mental Connections 10
Tables and Graphs 10
Problem Solving and Conflict Management 11
Assertive, Aggressive, and Passive Communication 12
Assertive Communication 12
Passive and Aggressive Behaviors and Language 12
Summary of Scenario 13
Summary of Learning Objectives 13
Connections 14
2 The Medical Assistant and the Healthcare Team 15
Learning Objectives 15
Vocabulary 15
Scenario 15
The History of Medicine 16
National Departments and Agencies That Focus on Health 18
Professional Medical Assisting Organizations 18
Medical Assistant Job Description 18
Allied Health Professionals 19
Medical Professionals 20
Doctors of Medicine 20
Doctors of Osteopathy 20
Doctors of Chiropractic 20
Hospitalists 20
Dentists 25
Optometrists 25
Podiatrists 25
Nurse Practitioners 26
Nurse Anesthetists 26
Physician Assistants 26
Types of Healthcare Facilities 26
Hospitals 26
Primary Level of Care 26
Secondary Level of Care 26
Tertiary Level of Care 26
Ambulatory Care 27
Other Healthcare Facilities 27
The Patient-Centered Medical Home 27
Scope of Practice and Standards of Care for Medical Assistants 28
Closing Comments 29
Patient Education 29
Legal and Ethical Issues 30
Summary of Scenario 30
Summary of Learning Objectives 30
Connections 31
3 Professional Behavior in the Workplace 32
Learning Objectives 32
Vocabulary 32
Scenario 32
The Meaning of Professionalism 32
Work Ethics 33
Attributes of Professional Medical Assistants 33
Courteous and Respectful 33
Diplomatic and Tactful 34
Responsible and Honest 34
Response to Criticism 34
Professional Image 34
Obstructions to Professionalism 35
Personal Problems and “Baggage” 35
Rumors and the “Grapevine” 35
Personal Phone Calls and Business 35
Establishing Healthy Self-Boundaries 36
The Healthcare Team 36
Time Management 36
Prioritizing 37
Medical Assistant Organizations 37
Closing Comments 38
Patient Education 38
Legal and Ethical Issues 38
Summary of Scenario 38
Summary of Learning Objectives 38
Connections 39
4 Therapeutic Communication 40
Learning Objectives 40
Vocabulary 40
Scenario 40
First Impressions 41
Patient-Centered Care 41
Communication Paths 41
Verbal Communication 41
Nonverbal Communication 42
Recognizing and Responding to Verbal and Nonverbal Communications 44
Communication Barriers 44
Providing Unwarranted Assurance 44
Giving Advice 44
Using Medical Terminology 45
Leading Questions 45
Talking Too Much 45
Stereotyping 45
Physical Impairment 45
Language 45
Sensitivity to Diversity 45
Overcoming Barriers to Communication 46
Communication during Difficult Times 46
Therapeutic Techniques 46
Active Listening Techniques 47
Open and Closed Questions or Statements 49
Communication Across the Life Span 49
Maslow’s Hierarchy of Needs 50
Closing Comments 50
Patient Education 50
Legal and Ethical Issues 51
Summary of Scenario 51
Summary of Learning Objectives 51
Connections 52
5 Patient Education 53
Learning Objectives 53
Scenario 53
Patient Education and Models of Health and Illness 54
Patient Factors That Affect Learning 56
Perception of Disease Versus Actual State of Disease 56
Patient’s Need for Information 56
Patient’s Age and Developmental Level 56
Patient’s Mental and Emotional State 56
Influence of Multicultural and Diversity Factors on Patient Education 56
Patient Learning Style 57
Impact of Physical Disabilities 57
The Teaching Plan 58
Assess the Patient’s Learning Needs 58
Determine the Teaching Priorities 58
Decide on the Appropriate Teaching Materials 59
Decide on the Appropriate Teaching Methods 61
Implement the Teaching Plan 62
Closing Comments 64
Legal and Ethical Issues 64
HIPAA Applications 64
Summary of Scenario 64
Summary of Learning Objectives 65
Connections 66
6 Medicine and Law 67
Learning Objectives 67
Vocabulary 67
Scenario 67
Jurisprudence and the Classifications of Law 69
Criminal Law 69
Misdemeanors 69
Felonies 69
Civil Law 69
Tort Law 70
Contract Law 70
Anatomy of a Medical Professional Liability Lawsuit 70
What Constitutes a Valid Contract? 70
Breach of Contract 71
Medical Professional Liability Lawsuit 71
Interrogatories 71
Depositions 71
Subpoenas 71
Inside the Courtroom 72
Burden of Proof 72
Outcome of the Case 72
Mediation and Arbitration 72
Medical Liability and Negligence 73
The Four Ds of Negligence 73
Types of Damages 74
Risk Management Practices 74
Liability, Malpractice, and Personal Injury Insurances 74
Consent 75
Giving Consent to Medical Procedures 75
Statute of Limitations 76
Confidentiality 76
Law and Medical Practice 77
Compliance Reporting 77
Laws Having a Significant Impact on Healthcare 77
Patient Self-Determination Act 77
Uniform Anatomical Gift Act 78
Patients’ Bill of Rights 78
Americans with Disabilities Act 80
Genetic Information Nondiscrimination Act 81
Health Insurance Portability and Accountability Act 81
Notice of Privacy Practices. 81
HITECH Act 85
Affordable Care Act of 2010 86
Closing Comments 86
Patient Education 86
Legal and Ethical Issues 86
Summary of Scenario 87
Summary of Learning Objectives 88
Connections 89
7 Medicine and Ethics 90
Learning Objectives 90
Vocabulary 90
Scenario 90
History of Ethics in Medicine 93
Making Ethical Decisions 94
Elements of Ethics 94
Types of Ethical Problems 94
The Ethical Decision-Making Process 95
The Council on Ethical and Judicial Affairs 95
Opinions on Social Policy Issues 95
Preventing, Identifying, and Treating Violence and Abuse 95
HIV Testing 96
Withholding or Withdrawing Life-Prolonging Treatment 96
Organ Donation 96
Allocation of Health Resources 96
Opinions on Confidentiality, Advertising, and Communications 96
Advertising and Publicity 97
Advertising. 97
Communication with the Media. 97
Opinions on Practice Matters 97
Fees and Charges 97
Fee Splitting and Contingent Fees 98
Waiver of Insurance Co-Payments 98
Professional Courtesy 98
Conflicts of Interest 98
Unethical Conduct by Members of the Health Professions 98
Closing Comments 99
Patient Education 99
Legal and Ethical Issues 99
Summary of Scenario 99
Summary of Learning Objectives 100
Connections 100
Unit Two Ambulatory Care Administration 101
8 Technology and Written Communication 101
Learning Objectives 101
Vocabulary 101
Scenario 101
Electronic Technology in the Ambulatory Care Center 102
Personal Computer Hardware 103
Input Devices 103
Output Devices 105
Internal Components 105
Secondary Storage Devices 106
Network and Internet Access Devices 107
Maintaining Computer Hardware 107
Computer Workstation Ergonomics 108
Software Used in the Ambulatory Care Center 108
Computer Network Security 109
Technology Advances in Healthcare 110
Fundamentals of Written Communication 111
Parts of Speech 111
Appropriate Use of Words 112
Capitalization, Numbers, and Punctuation 112
Written Correspondence 114
Parts of a Professional Letter 115
Sender’s Address 115
Date 115
Inside Address 115
Reference Line 115
Salutation 115
Subject Line 115
Body of the Letter 115
Closing 116
Signature Block 117
End Notations 117
Continuation Pages 117
Business Letter Formats 117
Full Block Letter Format 117
Modified Block Letter Format 118
Semi–Block Letter Format 118
Letter Templates 120
Preparing the Letter for Delivery 120
Memorandums 121
Professional E-Mails 123
Faxed Communication 124
Closing Comments 124
Patient Education 124
Legal and Ethical Issues 124
Summary of Scenario 125
Summary of Learning Objectives 125
Connections 126
9 Telephone Techniques 127
Learning Objectives 127
Vocabulary 128
Scenario 127
Telephone Equipment 128
Multiple-Line Telephone 128
Headset 128
Features 128
Speakerphone 129
Conference Calls 129
Caller ID 129
Voice Mail 129
Call Forwarding 129
Intercom 130
Call Hold 130
Speed Dialing 130
Cell Phones 130
Telephone Equipment Needs of a Healthcare Facility 130
Number and Placement of Telephones 130
Effective Use of the Telephone 130
Active Listening 130
Developing a Pleasing Telephone Personality 131
Managing Telephone Calls 132
Thinking Ahead 132
Confidentiality 132
Answering Promptly 132
Identifying the Facility 133
Identifying the Caller 133
Screening Incoming Calls 133
Screening Guidelines 134
Getting the Information the Provider Needs 134
Placing Callers on Hold 134
Transferring a Call 134
Taking a Message 134
Messages Taken on Paper 136
Messages Recorded Electronically 136
Taking Action on Telephone Messages 136
Retaining Records of Telephone Messages 136
Typical Incoming Calls 137
Requests for Directions 137
Inquiries About Bills 137
Inquiries About Fees 137
Questions About Participating Providers 137
Requests for Assistance With Insurance 137
Radiology and Laboratory Reports 137
Satisfactory Progress Reports from Patients 138
Routine Reports from Hospitals and Other Sources 138
Requests for Referrals 138
Office Administration Matters 138
Special Incoming Calls 138
Patients Refusing to Discuss Symptoms 138
Unsatisfactory Progress Reports 138
Requests for Test Results 138
Requests for Information from Third Parties 139
Complaints About Care or Fees 139
Calls from Staff Members’ Families or Friends 139
Handling Difficult Calls 139
Angry Callers 139
Aggressive Callers 139
Unauthorized Inquiry Calls 139
Sales Calls 139
Callers With Difficulty Communicating 140
Typical Outgoing Calls 140
Time Zones 140
Long Distance Calling 140
Using a Telephone Directory 140
Telephone Services 141
Answering Services 141
Automatic Call Routing 141
Closing Comments 141
Patient Education 141
Legal and Ethical Issues 142
Summary of Scenario 142
Summary of Learning Objectives 142
Connections 144
10 Scheduling Appointments and Patient Processing 145
Learning Objectives 145
Vocabulary 146
Scenario 145
Establishing the Appointment Schedule 147
Patient Needs 147
Provider Preferences and Habits 147
Creating the Appointment Matrix 147
Establishing Guidelines for Appointment Scheduling 147
Available Facilities 149
Methods of Scheduling Appointments 149
Computerized Scheduling 149
Appointment Book Scheduling 150
Self-Scheduling 150
Legality of the Appointment Scheduling System 150
Types of Appointment Scheduling 151
Time-Specified (Stream) Scheduling 151
Wave Scheduling 151
Modified Wave Scheduling 151
Double-Booking 151
Open Office Hours 151
Grouping Procedures 151
Advance Booking 151
Time Patterns 151
Telephone Scheduling 152
Scheduling Appointments for New Patients 152
Scheduling Appointments for Established Patients 155
In Person 155
By Telephone 157
Scheduling Other Types of Appointments 157
Inpatient Surgeries 157
Outpatient and Inpatient Procedure Appointments 157
Outside Visits 159
Providers 159
Pharmaceutical Representatives 159
Salespeople 159
Special Circumstances 160
Late Patients 160
Rescheduling Appointments 160
Emergency Situations 160
Provider Referrals 160
Patients Without Appointments 160
Failed Appointments 160
No-Show Policy 160
Increasing Appointment Show Rates 161
Automated Call Routing 161
Appointment Cards 161
Confirmation Calls 161
E-Mail Reminders 161
Mailed Reminders 161
Handling Cancellations and Delays 161
When the Patient Cancels 161
When the Provider Is Delayed 161
When the Provider Is Called to an Emergency 161
When the Provider Is Ill or Out of Town 162
Patient Processing 163
The Reception Area 163
Preparing for Patient Arrival 165
Preparing Health Records 165
Patient Check-in 165
Greeting the Patient 166
Patient Interaction 167
Registration Procedures 167
Obtaining a Patient’s History 168
Showing Consideration for Patients’ Time 168
Patients With Special Needs 169
Escorting and Instructing the Patient 169
Health Record Care 169
Challenging Situations 169
Talkative Patients 169
Children 170
Angry Patients in the Reception Area 170
Patient’s Relatives and Friends 170
The Friendly Farewell 170
Patient Checkout 170
Planning for the Next Day 170
Closing Comments 170
Patient Education 171
Legal and Ethical Issues 171
Summary of Scenario 171
Summary of Learning Objectives 172
Connections 174
11 Daily Operations in the Ambulatory Care Setting 175
Learning Objectives 175
Vocabulary 175
Scenario 175
Medical Office Environment 176
Opening the Healthcare Facility 176
Closing the Healthcare Facility 178
Daily and Monthly Duties 178
Security in the Healthcare Facility 179
Equipment and Supplies 179
Equipment 179
Equipment Inventory 179
Equipment Safety and Maintenance 180
Service Calls and Warranties 182
Purchasing Equipment 182
Supplies 183
Inventory Management 183
Inventory Control Systems 183
Taking Inventory 185
Price Consideration When Ordering Supplies 185
Ordering Supplies 185
Receiving the Order 186
Handling Mail 188
United States Postal Service 188
Domestic United States Postal Services 188
Insurance and Additional Services 189
Private Delivery Services 190
Incoming Mail 190
Body Mechanics 191
Closing Comments 192
Patient Education 192
Legal and Ethical Issues 192
Summary of Scenario 193
Summary of Learning Objectives 193
Connections 194
12 The Health Record 195
Learning Objectives 195
Vocabulary 196
Scenario 195
Types of Records 197
The Importance of Accurate Health Records 197
Contents of the Health Record 197
Subjective Information 197
Personal Demographics 197
Past Health, Family, and Social History 198
Past Health History. 199
Patient’s Family History. 199
Patient’s Social History. 199
Patient’s Chief Complaint 200
Objective Information 201
Vital Signs and Anthropometric Measurements 201
Findings and Laboratory and Radiology Reports 201
Diagnosis 201
Treatment Prescribed and Progress Notes 201
Condition at the Time of Termination of Treatment 201
The Medical Assistant’s Role 201
Ownership of the Health Record 202
Technologic Terms in Health Information 202
American Recovery and Reinvestment Act 203
The Health Information Technology for Economic and Clinical Health Act and Meaningful Use 203
Advantages and Disadvantages of the EHR 203
Capabilities of Electronic Health Record Systems 205
Nonverbal Communication with the Patient When Using the Electronic Health Record 207
Backup Systems for the Electronic Health Record 208
Transfer, Destruction, and Retention of Electronic Health Records 208
Retention and Destruction 209
Releasing Health Record Information 209
Health Information Exchanges 211
Creating an Efficient Paper Health Records Management System 211
Organization of the Health Record 211
Source-Oriented Medical Records 211
Problem-Oriented Medical Records 211
Documenting in an Electronic Health Record 211
Documenting in a Paper Health Record 211
Making Corrections and Alterations to Health Records 213
Dictation and Transcription 213
Voice Recognition Software 213
Transfer, Destruction, and Retention of Paper Health Records 213
Retention and Destruction 214
Long-Term Storage 214
Filing Equipment 215
Drawer Files 215
Horizontal Shelf Files 215
Rotary Circular Files 215
Compactable Files 215
Automated Files 215
Card Files 215
Filing Supplies 216
Divider Guides 216
Outguides 216
File Folders 216
Labels 216
Indexing Rules 217
Filing Methods 219
Alphabetic Filing 219
Numeric Filing 219
Subject Filing 220
Color-Coding 220
Alphabetic Color-Coding 220
Numeric Color-Coding 220
Other Color-Coding Applications 220
Organization of Files 220
Health-Related Correspondence 220
General Correspondence 220
Practice Management Files 221
Miscellaneous Files 221
Tickler or Follow-Up Files 221
Transitory or Temporary File 221
Closing Comments 221
Patient Education 221
Legal and Ethical Issues 221
Summary of Scenario 222
Summary of Learning Objectives 222
Connections 224
13 Principles of Pharmacology 225
Learning Objectives 225
Vocabulary 225
Scenario 225
Government Regulation 226
Controlled Substances 227
Regulation of Controlled Substances 227
Drug Abuse 229
Drug Names 229
Approaches to Studying Pharmacology 230
Drug Reference Materials 230
Package Inserts 230
Physicians’ Desk Reference 230
United States Pharmacopeia/National Formulary 231
Learning About Drugs 231
Dispensing Drugs 231
Prescription Drugs 232
Drug Interactions with the Body 236
Drug Absorption 236
Oral Route 236
Parenteral Route 237
Mucous Membrane Absorption 237
Topical Absorption 237
Drug Distribution 237
Drug Action 238
Drug Metabolism 238
Drug Excretion 239
Factors Affecting Drug Action 239
Body Weight 239
Age 239
Gender 239
Time of Day 240
Pathologic Factors 240
Immune Responses 240
Psychological Factors 240
Tolerance 240
Accumulation 240
Idiosyncrasy 240
Drug-Drug Interactions 240
Classifications of Drug Actions 241
Examples of Drug Classifications 241
Adrenergics 241
Adrenergic Blockers 241
Analgesics 241
Anesthetics 241
Antacids/Proton-Pump Inhibitors 241
Antianxiety Agents 241
Antibiotics 241
Anticholinergics 242
Anticoagulants 242
Anticonvulsants 242
Antidepressants 242
Antiemetics 242
Antifungals 242
Antihistamines 242
Antihypertensive Agents 242
Antiinflammatory Agents 242
Antimigraine Agents 242
Antineoplastics 243
Antipsychotics 243
Antipruritics 243
Antipyretics 243
Antispasmodics 243
Antitussives 243
Antiviral Agents 243
Bronchodilators 243
Cathartics (Laxatives) 243
Central Nervous System Stimulants 243
Contraceptives 243
Decongestants 243
Diuretics 244
Erectile Dysfunction Agents 244
Expectorants 244
Hematopoietic Agents 244
Hemostatic Agents 244
Hormone Replacement Agents 244
Hypnotics (Sedatives) 244
Lipid-Lowering Agents 244
Miotics 244
Monoclonal Antibodies 244
Mydriatic Agents (Anticholinergic) 244
Narcotics 245
Oral Hypoglycemic Agents 245
Osteoporosis Agents 245
Respiratory Corticosteroid Agents 245
Herbal and Alternative Therapies 249
Herbal Products 249
Regulation of Herbal Products 249
Commonly Used Herbal Products 249
Alternative Therapies 249
Acupuncture 249
Chiropractic Care 249
Mind-Body Therapy 249
Homeopathic Medicine 251
Closing Comments 252
Patient Education 252
Therapeutic Communication with Patients from Diverse Cultures 252
Legal and Ethical Issues 252
HIPAA Applications 252
Summary of Scenario 253
Summary of Learning Objectives 253
Connections 254
Unit Three Coding and Medical Billing Procedures 255
14 Basics of Diagnostic Coding 255
Learning Objectives 255
Vocabulary 255
Scenario 255
The History of Medical Coding 256
Medical Coding in the United States 256
Getting to Know the ICD-10-CM 256
What Is Diagnostic Coding? 256
Transitioning from ICD-9-CM to ICD-10-CM 257
General Equivalence Mappings 257
Structure and Format of the ICD-10-CM 258
The Alphabetic Index 258
Supplementary Sections of the Alphabetic Index 259
The Tabular List 260
Conventions Used in the Tabular List 261
Placeholder Character. 261
Example 14-1—Using the Dummy Placeholder for the 5th Character. 261
Example 14-2—Using the Dummy Placeholder in 7-Character Codes. 261
Codes with 7 Characters. 261
Punctuation. 261
Instructional Notations. 261
Cross Reference Notes. 262
Relational Terms. 262
Coding Guidelines 262
Preparing for Medical Coding 263
Extracting Diagnostic Statements 263
Encounter Form 263
History and Physical Exam 263
Treatment or Progress Notes 263
Discharge Summary 263
Operative Report 263
Radiology, Laboratory, and Pathology Reports 263
Steps in ICD-10-CM Coding 263
Using the Alphabetic Index 267
Using the Tabular List 268
Encoder Software 268
Understanding Coding Guidelines 268
Coding of Signs and Symptoms 268
Coding the Etiology and Manifestation 269
Multiple Coding 269
Sequela (Late Effects) Codes 269
Coding Complications of Care 269
Coding Infectious and Parasitic Diseases 270
Coding Organism-Caused Diseases 270
Human Immunodeficiency Virus (HIV) Infection and Acquired Immunodeficiency Syndrome (AIDS) 270
Selection and Sequencing of HIV Codes 270
(a) Patient Admitted for HIV-Related Condition. 270
(b) Patient with HIV Disease Admitted for Unrelated Condition. 270
(c) HIV Infection in Pregnancy, Childbirth, and the Puerperium. 270
(d) Encounters for Testing for HIV. 270
Coding Neoplasms 270
Terms Defining Malignant Neoplasm Sites 270
Definitions of Benign, Uncertain Behavior, and Unspecified Nature Neoplasms 271
Six Steps for Coding Neoplasms 271
Coding for Diabetes Mellitus 271
Diabetes Mellitus and the Use of Insulin 271
Gestational Diabetes 272
Coding for the Circulatory System 272
Myocardial Infarction 272
Hypertensive Disease 272
Coding for Chronic Kidney Disease 273
Coding for Atherosclerotic Cardiovascular Disease 273
Coding for Skin Ulcers 273
Coding for Complications of Pregnancy, Childbirth, and the Puerperium 273
7th Character for Fetus Identification 274
Outcome of Delivery and Liveborn Infant Codes 274
Newborn Coding 274
Coding for Injuries 274
Superficial Injuries 274
Primary Injury With Damage to Nerves and/or Blood Vessels 274
Coding for Traumatic Fractures 274
Coding for Burns and Corrosions 274
Coding for Drug Toxicity 275
Coding for External Causes of Morbidity 275
Place of Occurrence Guideline 275
Activity Codes 275
Coding for Health Status and Contact With Health Services 275
Maximizing Third-Party Reimbursement 275
Providers and Accurate Coding 276
Closing Comments 276
Patient Education 277
Legal and Ethical Issues 277
Summary of Scenario 277
Summary of Learning Objectives 277
Connections 279
15 Basics of Procedural Coding 280
Learning Objectives 280
Vocabulary 280
Scenario 280
Introduction to the CPT Manual 281
The Organization of the CPT Manual 281
Category I Codes 281
Category II Codes 281
Category III Codes 281
The Evolution of CPT Coding 282
The Alphabetic Index 282
The Tabular List 282
Evaluation and Management Section 283
Anesthesia Section 283
Surgery Section 283
Radiology Section 283
Pathology and Laboratory Section 283
Medicine Section 284
Unlisted Procedure or Service Code 285
CPT Coding Guidelines 285
Modifiers 285
CPT Conventions 285
Appendices 285
Medical Documentation for CPT Coding 286
Steps for Efficient CPT Procedural Coding 288
Abstracting 288
Using the Alphabetic Index 290
Searching the Alphabetic Index 291
Using See and See Also in the Alphabetic Index 291
Use of the Semicolon 291
Stand-Alone Codes and Code Ranges 291
Using the Tabular List 291
Section-Specific CPT Coding Guidelines 292
Common CPT Coding Guidelines: Evaluation and Management Section 292
Identifying the Place of Service 293
Identifying the Patient Status 293
Determining the Level of Service Provided 294
Key Components and Contributing Factors. 294
History. 294
Levels of History. 294
Examination. 295
Levels of Examination. 295
Medical Decision Making. 295
Number of Diagnoses and Management Options. 295
Amount and Complexity of Data Reviewed. 295
Risk of Complications and Morbidity or Mortality. 295
Complexity Levels in Medical Decision Making. 295
Factors That Contribute to E/M Complexity 295
Counseling. 295
Nature of the Presenting Problem. 295
Coordination of Care. 295
Time. 295
Common CPT Coding Guidelines: Anesthesia 296
Anesthesia Formula 296
Basic Unit Value (B) 296
Time Units (T) 296
Modifying Units (M) 296
Qualifying Circumstances (QC). 296
Physical Status Modifiers. 296
Conversion Factors 297
Calculating Anesthesia Services 297
Common CPT Coding Guidelines: Surgical Section 298
Surgical Package Definition 298
NCCI Edits and Unbundled Codes 298
Integumentary System 298
Excision of Lesions—Benign or Malignant 298
Levels of Closure (Repair) 298
Listing Services for Wound Repair 299
Musculoskeletal System 299
Fractures 299
Maternity Care and Delivery 299
Common CPT Coding Guidelines: Radiology Section 300
Common CPT Coding Guidelines: Pathology and Laboratory Section 300
Common CPT Coding Guidelines: Medicine Section 300
Immune Globulins 300
Immunization for Vaccines or Toxoids 300
Vaccines/Toxoids Codes. 300
Home Health Procedures and Services 301
HCPCS Code Set and Manual 301
Common HCPCS Coding Guidelines 301
Ambulance Transport 301
Medical and Surgical Supplies 301
Durable Medical Equipment 302
Closing Comments 302
Legal and Ethical Issues 302
Summary of Scenario 302
Summary of Learning Objectives 303
Connections 304
16 Basics of Health Insurance 305
Learning Objectives 305
Vocabulary 305
Scenario 305
Purpose of Health Insurance 306
Contract with Patients 306
Health Insurance Plans 306
Government-Sponsored Health Insurance Plans 306
Employer-Sponsored Group Policies 306
Individual Health Insurance Plans 306
The Affordable Care Act 306
Benefits 307
Hospitalization 307
Surgical 307
Basic Medical 307
Disability (Loss of Income) Protection 308
Dental Care 308
Vision Care 308
Medicare Supplement 308
Liability Insurance 308
Life Insurance 309
Long-Term Care Insurance 309
Premiums 309
Health Insurance Identification Card 309
Verifying Eligibility of Services 310
Accessing Healthcare 312
Participating Provider Contracts 312
Contracted Fee Schedules 313
How Reimbursements Are Determined 313
Usual, Customary, and Reasonable Fees 313
Indemnity Schedules 313
Service Benefit Plans 313
Resource-Based Relative Value Scale 313
Privately Sponsored Health Insurance Plans 314
Blue Cross/Blue Shield 314
Other Commercial Insurances 314
Managed Care Organizations 314
Models of Managed Care Plans 314
Health Maintenance Organization 314
Independent Physician Association 314
Staff Model 315
Group Model 315
Preferred Provider Organization 315
Exclusive Provider Organization 315
Referrals 316
Preauthorization for Surgical Procedures 316
Utilization Management/Utilization Review 318
Government-Sponsored Plans 318
Medicare 318
Medicaid 319
Children’s Health Insurance Program 319
TRICARE 320
Civilian Health and Medical Program of the Veterans Administration 321
Workers’ Compensation 321
Employer-Established Self-Funded Plans 321
Closing Comments 321
Patient Education 321
Legal and Ethical Issues 321
Summary of Scenario 322
Summary of Learning Objectives 322
Connections 323
17 Medical Billing and Reimbursement 324
Learning Objectives 324
Vocabulary 324
Scenario 324
Steps in Medical Billing 325
Types of Information Found in the Patient’s Billing Record 326
Managed Care Policies and Procedures 327
Precertification 328
Submitting Claims to Different Third-Party Payers 329
Generating Electronic Claims 329
Electronic Claims Submission 329
Direct Billing 329
Clearinghouse Submissions 329
Completing the CMS-1500 Health Insurance Claim Form 330
Section 1: Carrier—Block 1 (Figure 17-2) 330
Section 2: Patient and Insured Information—Blocks 1a to 13 (Figure 17-3) 330
Blocks 1a, 4, 7, and 11(a-d) 330
Blocks 2, 3, 5, 6, and 10 a-c 330
Block 9 330
Blocks 12 and 13 331
Section 3a: Physician or Supplier Information—Blocks 14 to 23 (Figure 17-6) 332
Block 14 332
Date of Current Illness, Injury, or Pregnancy (LMP). 332
Block 15 332
Other Date. 332
Block 16 332
Dates Patient Unable to Work in Current Occupation. 332
Block 17 and 17b 332
Name of Referring Provider or Other Source. 332
Block 18 332
Hospitalization Dates Related to Current Services. 332
Block 19 332
Additional Claim Information (Designated by NUCC). 332
Block 20 332
Outside Lab?/$Charges. 332
Block 21 332
Diagnosis or Nature of Illness or Injury. 332
Block 22 332
Resubmission Code/Optional Reference Number. 332
Block 23 332
Prior Authorization Number. 332
Section 3b: Physician or Supplier Information—Blocks 24 to 33 (Figure 17-7) 332
Block 24 334
Procedures and Charges. 334
Block 25 to 33 334
Facility Information. 334
Accurate Coding to Prevent Fraud and Abuse 338
Upcoding and Downcoding 338
Preventing Rejection of a Claim 339
Communicating with Providers About Third-Party Requirements 339
Checking the Status of a Claim 339
Explanation of Benefits 339
Reading the Explanation of Benefits 339
Rejected Claims 341
Denied Claims 341
Medical Necessity 341
The Patient’s Financial Responsibility 342
Allowed Amount 343
Calculating the Coinsurance and Deductible 343
Discussing Patients’ Financial Responsibility 343
Showing Sensitivity When Discussing Patients’ Finances 344
Closing Comments 345
Patient Education 345
Legal and Ethical Issues 345
Summary of Scenario 345
Summary of Learning Objectives 345
Connections 347
Unit Four Medical Office Administrative Functions 348
18 Patient Accounts, Collections, and Practice Management 348
Learning Objectives 348
Vocabulary 348
Scenario 348
Bookkeeping in the Healthcare Facility 349
Patient Account Records 349
Entering and Posting Transactions in Patient Accounts 349
Posting Charges 349
Posting Payments 354
Posting Adjustments 354
Special Bookkeeping Entries for Patient Account Records 355
Credit Balances 355
Third-Party Payments 357
Refunds 357
Interacting With Third-Party Representatives 357
Payment at the Time of Service 357
Displaying Sensitivity When Requesting Payment 358
Billing After a Payment Agreement Has Been Made 358
Using Credit for Medical Services 358
Truth in Lending Act 358
Obtaining Credit Information 358
Monthly Patient Account Statements 358
Medicare Advance Beneficiary Notices 359
Professional Courtesy 359
Billing Minors 360
Medical Care for Those Who Cannot Pay 360
Fees in Hardship Cases 360
Pitfalls of Fee Adjustments 361
Collection Procedures 362
When to Start Collection Procedures 362
Preparing Patient Accounts for Collection Activity 362
Collection Phone Calls 362
General Rules for Telephone Collections 363
What to Do 363
What Not to Do 363
Collection Letters 363
Personal Finance Interviews 364
Special Collection Situations 364
Tracing “Skips” 364
Suggestions for Tracing Skips 364
Claims Against Estates 364
Bankruptcy 365
Using a Collection Agency 365
Working With the Collection Agency 365
Making the Decision to Sue 365
Small Claims Court 366
Special Bookkeeping Entries for Collections 366
Nonsufficient Funds Checks (NSF) 366
Posting Collection Agency Transactions 366
Managing Funds in the Healthcare Facility 366
Accounts Receivable (A/R) 366
Accounts Payable (A/P) 367
Invoices and Statements 367
Paying for Purchases 367
Closing Comments 367
Patient Education 367
Legal and Ethical Issues 367
Summary of Scenario 367
Summary of Learning Objectives 368
Connections 369
19 Banking Services and Procedures 370
Learning Objectives 370
Vocabulary 371
Scenario 370
Banking In Today’s Business World 371
Common Types of Bank Accounts 372
Checking Accounts 372
Savings Accounts 372
Money Market Savings Account 372
Signature Cards 373
Online Banking 373
Customer-Oriented Banking 373
Checks 373
Routing and Account Numbers 373
American Bankers Association Number 374
Types of Negotiable Instruments 374
Personal Check 374
Cashier’s Check 374
Money Order 374
Business Checks 374
Voucher Check 375
How Checks Are Processed from One Bank to Another 375
Nonsufficient Funds Check (NSF) 375
Cash Management 375
Debit Cards 377
Advantages of Using Debit Cards 377
Credit Cards 377
Precautions for Accepting Credit and Debit Cards 377
Banking Procedures in the Ambulatory Care Setting 378
Making Bank Deposits 378
Preparing the Deposit 378
Check Endorsements 379
Types of Endorsements 379
Blank Endorsement. 379
Restrictive Endorsement. 379
Special Endorsement. 379
Qualified Endorsement. 380
Methods of Endorsement 380
Stamp. 380
Signature. 380
Using Checks for Healthcare Facility Expenses 380
How to Write a Check 380
Writing Cash Checks 380
Mailing Checks 380
Overdraft 380
Stop-Payments 381
Paying Bills to Maximize Cash Flow 381
Online Bill Pay 381
Direct Deposit 381
Reward Credit Cards 381
Bank Statements and Reconciliation 381
What to Do When the Balances Do Not Match 384
Bank Statement Reconciliation Formula 384
Closing Comments 384
Patient Education 384
Legal and Ethical Issues 384
Summary of Scenario 384
Summary of Learning Objectives 385
Connections 386
20 Supervision and Human Resource Management 387
Learning Objectives 387
Vocabulary 388
Scenario 387
Today’s Office Manager 388
Responsibilities of the Medical Office Manager 388
Chain of Command in the Medical Office 389
The Power of Motivation 389
Keeping the Management Relationship Professional 390
Use of Incentives and Employee Recognition 390
Abuse of Power and Authority 391
Creating a Team Atmosphere 391
Recognize and Overcome Barriers to Communication 391
Introducing a New Office Manager 392
Preventing Burnout 392
Finding the Right Employee for the Job 393
Job Description 393
Reviewing Applications 394
Arranging the Personal Interview 394
The Interview 395
Follow-Up Activities 395
Selecting the Right Applicant 396
Paperwork for New Employees 396
Orientation and Training: Critical Factors for Successful Employees 396
Staff Development and Training 399
Staff Meetings 399
Delegation of Duties 400
Using Performance Reviews Effectively 401
Problem Employees 401
Terminating Employees 402
Fair Salaries and Raises 403
Closing Comments 403
Legal and Ethical Issues 403
Summary of Scenario 403
Summary of Learning Objectives 404
Connections 405
21 Medical Practice Marketing and Customer Service 406
Learning Objectives 406
Vocabulary 407
Scenario 406
Marketing Needs of the Healthcare Facility 407
Identifying the Target Market 407
SWOT Analysis 408
Strengths and Weaknesses. 408
Opportunities and Threats. 408
Marketing Tools 408
Promoting the Practice Through Community Involvement 408
Automated Phone Calls 409
Newsletters and Blogs 409
Print Ads in Magazines and Newspapers 409
Internet Marketing 409
Advertising Versus Public Relations 410
Marketing Through Social Media 410
Building a Medical Practice Website 410
Choosing a Website Name 410
Creating a Site Map 411
Home Page 411
About Us Page 411
Testimonials or Information Page 411
Specials Page 411
Contact Us Page 411
Designing Pages 411
Increasing Website Traffic 412
High-Quality Customer Service 412
Loyal Patients 412
A Helpful Attitude 413
Identifying with Patients 413
What Do Patients Expect? 413
Patient Surveys 414
Problem Patients 415
“Welcome to Our Office” Packet 415
Introduction to the Medical Office 415
Missed Appointments and Cancellation Policy 416
Medical Office’s Financial Policy 416
Patient Information Web Portal 416
List of Community Resources 416
The Patient Navigator 418
Patient-Centered Medical Home 418
Electronic Technology in Professional Communication 419
Telemedicine 419
Closing Comments 419
Patient Education 419
Legal and Ethical Issues 419
Summary of Scenario 420
Summary of Learning Objectives 420
Connections 421
Unit Five Assisting with Medical Specialties 422
22 Safety and Emergency Practices 422
Learning Objectives 422
Vocabulary 423
Scenario 422
Safety in the Healthcare Facility 423
Patient Safety 423
Employee Safety 423
Environmental Safety 426
Disposal of Hazardous Waste 429
Emergency Preparedness 429
Community Resources for Emergency Preparedness 429
Assisting with Medical Emergencies 431
Emergency Supplies 431
Defibrillators 433
Precautions for Automated External Defibrillators 433
General Rules for Emergencies 434
Telephone Screening 435
Management of On-Site Emergencies 436
Life-Threatening Emergencies 436
Unresponsive Patient 436
Cardiac Emergencies 440
Choking 442
Cerebrovascular Accident (Stroke) 444
Shock 445
Common Office Emergencies 446
Fainting (Syncope) 446
Poisoning 446
Animal Bites 448
Insect Bites and Stings 448
Asthma Attacks 448
Seizures 449
Abdominal Pain 450
Sprains and Strains 450
Fractures 450
Burns 451
Tissue Injuries 451
Nosebleeds (Epistaxis) 453
Head Injuries 453
Foreign Bodies in the Eye 453
Heat and Cold Injuries 453
Dehydration 453
Diabetic Emergencies 454
Closing Comments 455
Patient Education 455
Legal and Ethical Issues 455
Summary of Scenario 456
Summary of Learning Objectives 456
Connections 458
Unit Six Career Development 459
23 Career Development and Life Skills 459
Learning Objectives 459
Vocabulary 460
Scenario 459
Moving on to the Next Phase of Life 460
Understanding Personality Traits Important to Employers 460
Assessing Your Strengths and Skills 461
Developing Career Objectives 462
Knowing Personal Needs 462
Finding a Job 463
Two Best Job Search Methods 463
Traditional Job Search Methods 464
School Career Placement Offices 464
Newspaper Ads 464
Employment Agencies 464
Improving Your Opportunities 464
Being Organized in Your Job Search 465
Developing a Résumé 465
Résumé Formats 466
Résumé Content 467
Header 467
Objective 468
Education 468
Work Experience 468
Summary and Skills 470
Special Skills 470
Certifications 470
Appearance of the Résumé 470
Developing a Cover Letter 471
Completing Online Profiles and Job Applications 473
Creating a Career Portfolio 475
Job Interview 476
Preparation for the Interview 476
During the Interview 478
Phone Interview 478
Face-to-Face Interview 478
Video Interview 479
Follow-Up After the Interview 480
Reasons People Do Not Get Hired 481
Negotiation 481
You Got the Job! 481
Common Early Mistakes 481
Being a Good Employee 481
Dealing With Supervisors 482
Performance Appraisals 482
Pursuing a Raise 482
Leaving a Job 483
Life Skills 483
Personal Growth 483
Steps for Achieving Goals 483
Self-Control 483
Self-Esteem 483
Problem-Solving Skills 483
Decision-Making Skills 484
Professional Development 484
Stress Management 484
Closing Comments 485
Legal and Ethical Issues 485
Summary of Scenario 485
Summary of Learning Objectives 486
Connections 487
Glossary 488
Index 505
A 505
B 506
C 506
D 507
E 508
F 509
G 509
H 510
I 511
J 511
K 511
L 511
M 512
N 513
O 513
P 513
Q 515
R 515
S 515
T 516
U 516
V 516
W 517
Z 517