Administrative Assisting Flashcards

1
Q

What is a practice management system (PMS)?

A

Type of system that allows scheduling appointments, entering and tracking patient demographics, performing billing procedures, submitting insurance claims, processing payments, etc.

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2
Q

What is an EMR

A

Digital version of a patient’s medical and health care information within a specific health care organization

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3
Q

What is an EHR

A

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

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4
Q

What is real-time adjudication (RTA)

A

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

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5
Q

How does the specific time scheduling method work?

A

Each patient is given an individual, designated time for their appointment.

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6
Q

How does wave scheduling differ from specific time scheduling?

A

Multiple patients are scheduled within the same time period (e.g., top of the hour), and they are seen based on their arrival time.

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7
Q

What is a primary benefit of using wave scheduling?

A

It provides more flexibility within each hour of the schedule.

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8
Q

How does the double-booking scheduling method operate?

A

Two patients are booked for the same appointment time, and medical services are provided concurrently.

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9
Q

In what situations is double-booking particularly beneficial?

A

When one patient needs labs or tests done while the provider can see the other patient, allowing the provider to alternate between their care.

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10
Q

How does the clustering scheduling method group patients?

A

Patients with common medical needs are scheduled together in groups (e.g., all new patients on one day).

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11
Q

What defines a “new patient” appointment?

A

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.

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12
Q

What defines an “established patient” appointment?

A

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.

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13
Q

What are some characteristics that might classify an appointment as “comprehensive”?

A

New or established patient with a specified complaint at the highest coding level, multiple complaints, injuries, or worsening chronic conditions.

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14
Q

What types of services are typically included in a preventive care appointment?

A

Thorough review of body systems including preventive care and screenings (e.g., complete physical exam, annual wellness exam, chronic care management).

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15
Q

What is the defining characteristic of an “urgent” appointment?

A

Medically necessary care needed within 24 hours.

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16
Q

What are some examples of appointments categorized as “other entities”?

A

Non-patient related meetings such as depositions, sales representatives, staff meetings, or training.

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17
Q

Which is considered a new patient?

A

A patient who has not been seen in the office for 4 years

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18
Q

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.

A

Administrative: Patient’s demographic information, Notice of Privacy Practices (NPP), insurance information.
Clinical: Health history, physical examinations, medication record.

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19
Q

How should corrections be made to a paper patient medical record, and what should never be done?

A

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.

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20
Q

What are the key principles regarding the confidentiality and access of information contained within a patient’s medical record?

A

All information must be kept confidential and private, and accessed only by authorized individuals. Compliance with privacy regulations must always be maintained.

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21
Q

What is the difference between precertification and preauthorization

A

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.

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22
Q

Which methods can be used to request a referral?

A

Electronic via EHR, Phone call, Website

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23
Q

What methods can be used to verify patient eligibility?

A

calling insurance or using an eligibility application in the EHR or the payer’s web-based verification service

24
Q

What does the (Current Procedural Terminology) CPT code identify?

A

Medical services
Procedures performed ​​​​​​​by the provider

25
What does the Healthcare Common Procedure Coding System (HCPCS) code identify?
Supplies Procedures ​​​​​​​ Services not described by CPT
26
What does the International Classification of Diseases, 10th revision, Clinical Modification -10-CM code identify?
diseases Injuries Medical conditions Patient status affecting health care​​​​​​​ Other reasons for health care encounters
27
What are common insufficient documentation errors?
Incomplete progress notes Unauthenticated medical records (missing signatures and dates) No evidentiary radiographs to support medical necessity Insufficient documentation supporting conservative medical management was attempted Documentation that did not support certification of the plan of care for physical therapy​​​​​​​ Incorrect coding of Evaluation and Management (E/M) services to support medical necessity
28
What is the goal of interoperability?
Exchange of information
29
What is the process of reconciliation?
ensuring that the accounts are all balanced and accurate
30
What does the revenue cycle encompass for a healthcare organization?
All finance-related aspects, from verifying patient eligibility to receiving appropriate reimbursement.
31
At which stages of the revenue cycle is a medical assistant typically involved?
From verifying patient eligibility at the beginning to ensuring appropriate reimbursement at the end.
32
What is the primary goal of incentive models in healthcare reimbursement?
To transition from fee-for-service to value-based programs by adding incentives or disincentives based on provider performance in quality, clinical measures, and patient satisfaction.
33
What is an A/R aging report used for in a healthcare organization?
To prioritize the collection of older debts and identify potential collections from delinquent accounts.
34
What is the key difference between prospective and retrospective health record audits?
Prospective audits are done before billing to ensure accuracy, while retrospective audits are done after billing for statistical, quality, or payer review.
35
What are the main reasons for conducting health record audits?
To ensure documentation is complete, correct, and supports reported codes for reimbursement and quality, and to detect potential fraud or abuse.
36
What are the advantages of using online banking for financial transactions in a healthcare setting?
It is timelier and more efficient for tasks like deposits and electronic transfers from payers.
37
What is a clearinghouse and what is their purpose?
An intermediary that is contracted by the provider to accept and process the claims for the third-party payers and assists with reducing claim errors
38
What is an example of cycle billing?
Billing patients in segments
39
When a claim pays with an incorrect reimbursement amount, which of the following actions should be taken?
Submit an appeal with documentation
40
What are three important steps a medical assistant should take before placing an outgoing call to a patient?
Open the patient’s medical record, have all necessary information available, and allow enough time while double-checking the phone number.
41
How should a medical assistant begin an outgoing call to a patient?
The MA should identify themself and confirm if the call time is convenient for the patient.
42
To whom is a medical assistant authorized to provide patient information during a phone call?
Only to the patient or authorized individuals who are identified on the patient’s signed privacy agreement.
43
What specific information should a medical assistant include when leaving a voicemail message for a patient?
The name of the intended individual, date and time of the call, the MA's name and practice name (if appropriate), a return call back number, and hours for returned calls.
44
What is a key consideration regarding the practice name when leaving a voicemail message?
Only leave the name of the practice if it does not reveal the purpose of the call, adhering to office privacy policies.
45
What is the impact that data has on medical records?
It's a legal record essentially, treat it like it will be screened for billing, health data, along with patient's overall treatment plan
46
What best describes par level when it comes to inventory checks/ordering?
Appropriate amount to have on hand
47
What should the MA do first when a patient checks in to their appointment?
Verify who they are with their insurance card and ID card
48
For a follow up visit, what is important to verify?
Still address, insurance information, nature of the visit
49
When preparing a billing request, what code selection should be prepared?
Medical necessity
50
Which of the following has an impact on determining the duration of an appointment?
Provider preferences
51
What codes are determined by reviewing the reason for the patient's visit?
Diagnosis code
52
What questions should be asked for screening an appointment?
Patient's name, telephone number, and reason for the visit
53
Which forms should be used for a patient when a service might not be considered medically necessary?
Advance Beneficiary Notice of Non coverage (ABN)
54
What report is used to show the healthcare service charge amounts that are outstanding to the organization?
Accounts receivable (A/R) aging reports for a health care facility include any amount of money that is anticipated to to be paid to them
55
What do diagnosis codes consist of?
3-7 alphanumeric characters, beginning with a letter - describes the condition, cause, manifestation, location, severity, and type of injury of disease
56
What should the MA do when reviewing medical documentation?
Check the appropriate codes are being assigned and support medical necessity - must be accurate representation of medical documentation
57