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Key Assignment Draft
Part 1 Tasks (Week 4 )
Training Manual
In this assignment, you will develop a training manual that will
be utilized for training new employees (certified medical
administrative assistants [CMAAs]) who join the clinic.
Physicians are hiring more CMAAs to help manage the
increasing complexities of patient care and practice
management, while also helping to implement cost-effectiveness
and efficiency. The responsibilities of a CMAA can be tailored
to the needs of the practice. You will manage front-office
functions, manage patient flow, and handle a wide range of
tasks that have been discussed in the past few weeks. As a
CMAA, you may convey clinical information on behalf of the
physician and follow clinical protocol when speaking with
patients, but you cannot exercise independent medical
judgments. You will also help to optimize patient flow, enabling
the physician to see more patients with efficiency, all while
following your State’s scope of practice and working under the
supervision of a licensed physician.
Note:
Content from Weeks 1
–
3 IPs and DBs can be wholly or partially used as necessary to
address the specific Key Assignment tasks shown below. You
should take into account any instructor feedback from those IPs
and DBs.
The project deliverables are as follows:
Training Manual
Title page
Course number and name
Project name
Your name
Date
The training manual should include the following topics:
An introduction to the health care system
The organization’s structure
The process of checking patients in and out
Scheduling patients
Various community and patient resources
Processes for how to interact with patients
Health insurance plans
Financial procedures related to the policies of the organization
Clean claims
Financial procedures related to the organization’s cash flow
Billing policy and procedures
Protecting patients' privacy
Accounting and bookkeeping procedures and processes
Office procedures for various forms of documentation (release
of information, electronic health record)
Health Insurance Portability and Accountability Act (HIPAA)
rules and regulations
HIPAA forms
Advance directives
Medical record responsibilities
Obtaining patient demographics and insurance information
Receive, triage, and route phone calls
Review records for medical necessity
Release of information guidelines

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  • 1. . Key Assignment Draft Part 1 Tasks (Week 4 ) Training Manual In this assignment, you will develop a training manual that will be utilized for training new employees (certified medical administrative assistants [CMAAs]) who join the clinic. Physicians are hiring more CMAAs to help manage the increasing complexities of patient care and practice management, while also helping to implement cost-effectiveness and efficiency. The responsibilities of a CMAA can be tailored to the needs of the practice. You will manage front-office functions, manage patient flow, and handle a wide range of tasks that have been discussed in the past few weeks. As a CMAA, you may convey clinical information on behalf of the physician and follow clinical protocol when speaking with patients, but you cannot exercise independent medical judgments. You will also help to optimize patient flow, enabling the physician to see more patients with efficiency, all while following your State’s scope of practice and working under the supervision of a licensed physician. Note: Content from Weeks 1 – 3 IPs and DBs can be wholly or partially used as necessary to address the specific Key Assignment tasks shown below. You should take into account any instructor feedback from those IPs and DBs. The project deliverables are as follows: Training Manual Title page Course number and name Project name Your name Date
  • 2. The training manual should include the following topics: An introduction to the health care system The organization’s structure The process of checking patients in and out Scheduling patients Various community and patient resources Processes for how to interact with patients Health insurance plans Financial procedures related to the policies of the organization Clean claims Financial procedures related to the organization’s cash flow Billing policy and procedures Protecting patients' privacy Accounting and bookkeeping procedures and processes Office procedures for various forms of documentation (release of information, electronic health record) Health Insurance Portability and Accountability Act (HIPAA) rules and regulations HIPAA forms Advance directives Medical record responsibilities Obtaining patient demographics and insurance information Receive, triage, and route phone calls Review records for medical necessity Release of information guidelines