Module 15: Administrative Assisting Flashcards
Appointment Book
book used schedule, cancel, reschedule appointments
color coded or arranged
Matrix
table used for scheduling
Template
outline used to make new pages with similar design, pattern, style
Wave Scheduling
scheduling three patients at the same time to be seen in order in which they arrive
Modified Wave Scheduling
allocating two patients to arrive at specfied time/third to arrive 30 mins laer, repeated throughout the day
Double-Booking
scheduling two patients at same time with the same provider, often to fit in patient has acute illness
Filing Systems/Processes
conditioning-grouping related papers together, removing all paper clips/staples, attaching smaller papers to regular, fix damange records
releasing-marking form to filed with mark (ready filed, provider’s inital, stamp)
indexing/coding-determined where to place
sorting-ordering papers in specific groups
Filing Types
alphabetic-arranged last, first, middle
numeric-larger health centers or hosptals
subject-specific tab
How to Schedule Internal Appt. with Established Patient
name, DOB, reason
determined amount of time needed
what day and time
consider availability, provider preferences, patient habits
How to Schedule External Appt. with New Patient
name, address, DOB, contact, insurance info, social security, emergency contact, give them registration packet/medical history
Five Basic Steps of Filing Paper Records
conditioning, releasing, indexing, coding sorting, storing
SOAP Method of Documenting Info
subjective impressions
objective findings or clinical indication
assessment or medical diagnosis
plan for treatment
CHEDDAR Method of Documenting Info
chief complaint
history
examination
details
drugs and dosages
assessment
return visit information
Info to Verify Patient Health Insurance
full name
DOB
policy number
SS Number
Chart Reviews
checking over charts to reduce payment errors by making sure payment is only made for services that meet medical necessity requirements/ are covered by insurance plan