Administrative Assisting Flashcards
What is a practice management system (PMS)?
Type of system that allows scheduling appointments, entering and tracking patient demographics, performing billing procedures, submitting insurance claims, processing payments, etc.
What is an EMR
Digital version of a patient’s medical and health care information within a specific health care organization
What is an EHR
A record of patient medical and health care information accessible to providers and other staff members with login credentials regardless of location, which contributes to more efficient patient workflow
What is real-time adjudication (RTA)
tool that allows for a submission of a coded visit to the insurance company by participating providers for reimbursement decisions by third-party payers while the patient is present
How does the specific time scheduling method work?
Each patient is given an individual, designated time for their appointment.
How does wave scheduling differ from specific time scheduling?
Multiple patients are scheduled within the same time period (e.g., top of the hour), and they are seen based on their arrival time.
What is a primary benefit of using wave scheduling?
It provides more flexibility within each hour of the schedule.
How does the double-booking scheduling method operate?
Two patients are booked for the same appointment time, and medical services are provided concurrently.
In what situations is double-booking particularly beneficial?
When one patient needs labs or tests done while the provider can see the other patient, allowing the provider to alternate between their care.
How does the clustering scheduling method group patients?
Patients with common medical needs are scheduled together in groups (e.g., all new patients on one day).
What defines a “new patient” appointment?
A patient who has not received services from the same provider or same group (and same specialty) within the past 3 years, regardless of the complaint.
What defines an “established patient” appointment?
A patient who has received services from the same provider or same group (and same specialty) within the past 3 years, regardless of the reason for the current visit.
What are some characteristics that might classify an appointment as “comprehensive”?
New or established patient with a specified complaint at the highest coding level, multiple complaints, injuries, or worsening chronic conditions.
What types of services are typically included in a preventive care appointment?
Thorough review of body systems including preventive care and screenings (e.g., complete physical exam, annual wellness exam, chronic care management).
What is the defining characteristic of an “urgent” appointment?
Medically necessary care needed within 24 hours.
What are some examples of appointments categorized as “other entities”?
Non-patient related meetings such as depositions, sales representatives, staff meetings, or training.
Which is considered a new patient?
A patient who has not been seen in the office for 4 years
Name three types of information typically found in the administrative section of a patient’s medical record and three types found in the clinical section.
Administrative: Patient’s demographic information, Notice of Privacy Practices (NPP), insurance information.
Clinical: Health history, physical examinations, medication record.
How should corrections be made to a paper patient medical record, and what should never be done?
By adding a correcting entry or addendum, or by drawing a line through the incorrect data and adding the new data, along with the date and name of the person making the correction. Data should never be permanently deleted.
What are the key principles regarding the confidentiality and access of information contained within a patient’s medical record?
All information must be kept confidential and private, and accessed only by authorized individuals. Compliance with privacy regulations must always be maintained.
What is the difference between precertification and preauthorization
Precertification is a request to determine if a service is covered by the patient’s policy. Preauthorization is sometimes required by the patient’s insurance company to determine medical necessity for the proposed services.
Which methods can be used to request a referral?
Electronic via EHR, Phone call, Website
What methods can be used to verify patient eligibility?
calling insurance or using an eligibility application in the EHR or the payer’s web-based verification service
What does the (Current Procedural Terminology) CPT code identify?
Medical services
Procedures performed by the provider