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Various responsibilities and procedures that a medical administrative assistant (maa) must be familiar with, such as handling patient interactions, scheduling appointments, processing insurance claims, maintaining patient records, and adhering to office policies and procedures. Detailed information on topics like contraindications, eligibility requirements for government healthcare programs, appropriate use of petty cash, handling patient correspondence, and ensuring patient rights. The wide range of topics covered in this document suggests that it could be useful for training or reference purposes for individuals pursuing a career as a medical administrative assistant, or for those already working in this role and needing to brush up on best practices and protocols.
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a new patient arrives at the reception desk while the medical administration assistant is assisting another patient on the phone with a scheduling question. which of the following actions should the assistant take when greeting the patient? place the scheduling patient on hold while checking in the new patient. make eye contact and nod his head to acknowledge the patients arrival indicate nonverbally to the patient to take a seat in the waiting area give the new patient a registration form and - correct answer ✔✔make eye contact and nod his head acknowledge the patients arrival A patient is allergic to eggs and therefore cannot receive influenza immunizations. The assistant should recognize this as what? adverse reaction precaution contraindication interaction - correct answer ✔✔contraindication which of the following actions is a medical administration assistant priority when pulling daily charts? place the charts in the appropriate examination rooms review the appointment schedule review the charts for accuracy arrange the charts sequentially - correct answer ✔✔review the appointment schedule a patient should sign which of the following forms in order to authorize payment directly to the provider from a third party payer?
assignment of benefits notice of privacy practices (NPP) accept assignment advance beneficiary notices - correct answer ✔✔assignment of benefits which of the following is an eligibility requirement for Medicaid? over 65 years of age low income self-employed veteran - correct answer ✔✔low income a patient calls to request that her immunization record be emailed to her. which of the following actions should the medical administrative assistant take first? document the information transfer in the patients record fax, rather than email the record bill for processing fee check the patients file for written authorization - correct answer ✔✔check the patients file for written authorization Using the Bcc option when sending an email message does which of the following? requires the recipient to send a confirmation of receipt records a copy of the message on the senders hard drive indicates the message has a high priority protects the privacy of each recipients email address - correct answer ✔✔protects the privacy of each recipients email address
a patient submits $15 each time he receives treatment. the medical administrative assistant should recognize this amount is applied to which of the following parts of the patients insurance payments? coinsurance copayment deductible premium - correct answer ✔✔copayment a medical administrative assistant receives a call from a father requesting to speak to a clinical staff about the correct dosage of medication for his infant. which of the following information is necessary for the assistant to obtain when taking a phone message from this caller? date of birth of the caller name of the callers primary care provider insurance id number time of the call - correct answer ✔✔time of the call an established patient requests a routine physical examination during the providers already scheduled week of vacation. which of the following statements made by the medical administrative assistant is appropriate? i will check with the provider to see if she can make adjustments to her schedule and let you know im sorry but your provider is going to be out of the country that week on vacation your provider is unavailable during that time but i have a couple of times the following week that m - correct answer ✔✔your provider isnt available during that time but i have a couple of times the following week that might work a medical administrative assistant observes another office worker altering notes in a patients record to justify medical necessity so that payment is made. what is this type of action considered? negligence fraud
auditing unbundling - correct answer ✔✔fraud which of the following information should the medical administrative assistant include on a claim form? OPIM -other potental infectious materials OIG - office of inspector general NPI - national provider identification COD - collect on delivery - correct answer ✔✔NPI - national provider identification insurance policies contain which of the following provisions to avoid overlapping payments? assignment of benefits remittance advice explanation of benefits coordination of benefits - correct answer ✔✔coordination of benefits which of the following of insurance plans was developed to provide affordable, comprehensive, prepaid health care to policyholders? health savings account point of service plan preferred provider organization health maintenance organization - HMO - correct answer ✔✔health maintenance organization - HMO a patient reports a breach of confidentiality to a medical administrative assistant. the assistant should direct the patient to which of the following resources first? office of inspector general provider
office manager office for civil rights - correct answer ✔✔office manager when a hazard is present in a facility that is not specifically addressed by OSHA which of the following applies? the employer must use the guidelines from the most applicable existing standard the employer should purchase personal protective equipment the employees are covered by the general duty clause the employer must submit a new standard for OSHA review - correct answer ✔✔the employees are covered by general duty clause which of the following documents identifies what procedures are allowed if a patient becomes unable to communicate medical decisions? subpoena advanced directive release of information informed consent - correct answer ✔✔advanced directive which of the following forms is used for billing purposes and must be attached to a patients chart for the provider to complete? encounter form patient ledger daily log patient statement - correct answer ✔✔encounter form which of the following is the main purpose of a day sheet?
to provide daily practice analysis to track daily cash transactions to ensure accurate accounting to improve patient flow - correct answer ✔✔to ensure accurate accounting which of the following describes a urgent referral? it takes 24 hours to receive approval and is non-life threatening condition it is approved over the phone within minutes and is used during an emergency it takes 3-10 days for review and approval it is approved immediately and is submitted electronically - correct answer ✔✔it takes 24 hours to receive approval and is non-life threatening condition an emancipated minor is scheduled for an amniocentesis. which of the following forms of consent is required for this procedure? implied informed parental verbal - correct answer ✔✔informed which of the following describes a difference between medicare and medicaid? medicare serves medically needy patients, and medicaid serves patients who are older than 65 years of age medicare patients do not pay monthly premiums medicare is funded by the federal government but medicaid is funded by both state and federal governments
medicare is a health cost assistance program, but medicaid provides insurance coverage - correct answer ✔✔medicare is funded by the federal government but medicaid is funded by both state and federal governments which of the following actions should a medical administrative assistant take when collecting monies owed by a patient? write off the amount owed reduce payment for services rendered bill the patients cosigner clarify the patients financial responsibility policy - correct answer ✔✔clarify the patients financial responsibility policy after opening the office and disarming the security system, the medical administrative assistant retrieves several voicemails. which of the following messages should the assistant address first? a patient calling to cancel and reschedule a morning appointment a patient calling to report high glucose levels and rapid breathing a provider calling about a patients referral an insurance company representative calling about an upcoming enrollment deadline for office staff - correct answer ✔✔a patient calling to report high glucose levels and rapid breathing which of the following mail services is most commonly used by medical facilities? first class mail media mail parcel post second class mail - correct answer ✔✔first class mail which of the following form lists frequently used diagnosis and procedural codes in one place for easy access?
patient ledger explanation of benefits CMS-1500 claim form encounter form - correct answer ✔✔encounter form a physician abruptly terminates a physician-patient contract. this can lead to which of the following? nonpayment of patients medical bills emancipation of the patient abandonment of the patient revocation of the providers medical license - correct answer ✔✔abandonment of the patient a medical administrative assistant schedules all well child visits on tuesday and thursday mornings. the assistant is using which of the following types of scheduling? open hours modified wave double booking clustering - correct answer ✔✔clustering a provider requests a medical administrative assistant to schedule a electroencephalogram for a patient. which of the following statements by the assistant is an appropriate explanation of the procure to the patient? the procure is used to test how your heart functions this procure records your brains electrical activity this procure records your lung function
this procure is used to assess your electrolyte levels - correct answer ✔✔this procure records your brain electrical activity which of the following is used to enter, edit, format, print letter documents? spreadsheet program word processing program graphics application program database program - correct answer ✔✔word processing program a medical adomistrative assistant is creating a new file for a patient named jane johnson-george. the assistant should file the new record using which of the following alphabetical filing system? use only george use only johnson as one name keep the hyphen as one name ignore the hyphen - correct answer ✔✔as one name ignore the hyphen which of the following is an appropriate use of modified-wave scheduling for one provider with 20 min appointments? scheduling two patients at 9:00 a.m and one patient at 9: scheduling two patients at 9:00a.m and two patients at 9: scheduling the patients at 9:00am and one patient at 9: scheduling three patients at 9:00am and three patients 9:40 - correct answer ✔✔scheduling two patients at 9:00 and one patient at 9:20am a medical administrative assistant is working with a mother who is receiving care after birth of her newborn. which of the following describes the mothers condition?
intranatal perinatal antepartum postpartum - correct answer ✔✔postpartum According to the Needlestick Safety and Prevention Act, which of the following information must be included in the needlestick and sharps injury log? the location of the incident insurance information of the injured person the injured persons primary care provider expiration date of the sharps device - correct answer ✔✔the location of the incident when a child is insured by both parents, which of the following describes how the primary insurance coverage is determined? the primary insurance will be the insurance carrier of the parent whose birthday comes first in the calendar year the primary insurance will be the insurance carrier that provides more coverage the primary insurance will be the insurance carrier that has a ower deductible the primary insurance will be the insurance carrier of the parent whose name is alphabetically first - correct answer ✔✔the primary insurance will the insurance carrier of the parent whose birthday comes first in the calendar year a medical administrative assistant is providing preoperative instructions to a patient prior to a knee surgery. which of the following techniques should the assistant use to decrease patient anxiety? mention another patient who had a successful knee surgery call the patient the day before the procedure review the written instructions with the patient discuss alternative procedures - correct answer ✔✔review the written instructions with the patient
when the insurance carrier sends payment to the provider, which of the following is included with the check? advance beneficiary notice (ABN) coordination of benefits aging account report remittance advice - correct answer ✔✔remittance advice Fee schedules are based on which of the following? ASA - anesthesia society of america CMS - centers for medicare and medicaid services RBRVS - resource-based relative value scale AMA - american medical association - correct answer ✔✔RBRVS - resource based relative value scale the medical administrative assistant should identify which of the following as a misspelled term? procedure preceded psychiatry persistant - correct answer ✔✔persistant when submitting claims to the third- party players. the medical administrative assistant should receive information for which of the following? day sheet appointment list encounter form
patient ledger - correct answer ✔✔encounter form which of the following parts of medicare offers prescription benefits? part a part b medicare advantages part d - correct answer ✔✔part d a medical administration assistant is giving instructions to a patient who is in the office to have her hearing aid checked and is having difficulty hearing the assistant. which of the following actions should the assistant take? move the patient to a quiet location ask the patient to turn her hearing aid up sit side-by-side with the patient while speaking speak in a loud voice - correct answer ✔✔move the patient to a quiet location which of the following actions should the medical administrative assistant take during closing procedures? run quality assistance tests on laboratory equipment arm the security system place the charts of the next days patients in the examination rooms restock emergency supplies - correct answer ✔✔arm the security system which of the following is a medical administrative assistant required to obtain before providing protected health information (PHI) to authorized recipients? approval from the provider
implied consent from the patient signed release of information from the patient signed notice of privacy practice from the patient - correct answer ✔✔signed release of information from the patient a medical administration assistant should obtain which information about hazardous substances by referring to which of the following? EOMB - explanation of medicare benefits CDC - centers for disease and prevention ABN - advanced beneficiary notice MSDS - material safety data sheet - correct answer ✔✔MSDS - material safety data sheet a medical administration assistant is scheduling an appointment for an established patient who has had a kidney transplant and reports an intermittent fever. which of the following actions should the assistant take? forward the call to a triage nurse instruct the patient to go to the emergency department forward the call to the appointment desk schedule a follow up visit with nephrologist - correct answer ✔✔forward the call to a triage nurse a patient is scheduled for a follow up appointment in 6 months. at which of the following times should the assistant call to remind the patient of the appointment? 1 month before the appointment 1 week before the appointment the morning of the appointment 1 day before the appointment - correct answer ✔✔1 day before the appointment
A provider asks a medical administration assistant to schedule a surgery to remove a patients gallbladder. the assistant should schedule the patient for which of the following? cholecystography cholecystogram cholecystitis cholecystectomy - correct answer ✔✔cholecystectomy a medical administrative assistant in a specialists office is scheduling an appointment for a patient who has HMO insurance. which of the following should the assistant obtain prior to the specialist seeing the patient? referral encounter form explanation of benefits (EOB) coordination of benefits - correct answer ✔✔referral a patient who has pleural effusion needs a therapeutic procedure to remove the unwanted fluid. which of the following describes the procedure that the provider will perform on this planet? thoracentesis bronchial brushing thoracotomy bronchoscopy - correct answer ✔✔thoracentesis which of the following medical record filing system protects patients privacy and allows for unlimited expansion in high volume office? numeric alphabetical
subject filing chronological - correct answer ✔✔numeric which of the following describes a provider who has a contract with a third party payer? PPO - preferred provider organization PAR - participating provider HMO - health maintenance organization POS - point of service - correct answer ✔✔PAR - participating provider which of the following information is part of a patients social history? maternal grandmothers hypertension substance use prior surgeries iodine allergy - correct answer ✔✔substance use which of the following is an appropriate use of petty cash fund? cable subscription insurance for company vehicle office furniture postage stamps - correct answer ✔✔postage stamps a medical administration assistant is scheduling a patient who is pregnant for a diagnostic procedure that does not use ionizing radiation. which of the following procedures is the assistant scheduling? PET scan magnetic resonance imaging (MRI)
CT scan single-photon emission computerized tomography (SPECT) scan - correct answer ✔✔magnetic resonance imaging (MRI) which of the following is the party who is financially responsible for payment? beneficiary adjudicator fiscal agent guarantor - correct answer ✔✔guarantor a medical administration assistant is providing a patient with instructions about an upcoming mammogram. which of the following actions should the assistant take to ensure patient understanding? send the patient an electronic appointment reminder provide the patient with written instructions remind the patient to bring insurance information ask the patient to restate the instructions - correct answer ✔✔ask the patient to restate the instructions which of the following is the priority action for the medical administrative assistant to take when making a financial policy change? determine payment arrangements obtain a patient statement for services delivered notify all patients of the fee schedule priority change revise the fees - correct answer ✔✔notify all patients of the fee schedule priority change which of the following items should be sent by certified mail? laboratory specimen
dismissal letter billing statement prescription medication - correct answer ✔✔dismissal letter Once a physician signs advance directives, the medical administrative assistant should have which of the following witness the signature? attorney health care employee non-affiliated individual family member - correct answer ✔✔non-affiliated member which of the following actions should a medical administration assistant take when answering an office telephone? answer the telephone calls by the third ring assist callers before assisting patients in the office use speakerphone when multitasking turn on the answering service when there is a high call volume - correct answer ✔✔answer the telephone calls by the third ring a medical administrative assistant s scheduling diagnostic testing for a patient experiencing arrhythmias. which of the following texts provides a visual assessment of this condition? EKG - electrocardiogram EEG - electroencephalogram ARB - arterial blood gas GFR - glomerular filtration rate - correct answer ✔✔EKG - electrocardiogram
which of the following is best financial approach for a medical administrative assistant to take to minimize collection accounts? establish a good patient relationship continually update the fee schedule maintain current patient information manually post journal entries - correct answer ✔✔maintain current patient information which of the following correspondence can be written and signed by the medical administrative assistant? a medical report to an insurance company a referral letter to another provider a letter to a patient about a scheduling change a letter to a patient containing medical advice - correct answer ✔✔a letter to a patient about a scheduling change which of the following forms is currently used to submit claims for hospital services and procedures? HCFA - 1500 HCFA - 1450 UB - 04 UB - 92 - correct answer ✔✔UB - 04 which of the following describes double booking patients? scheduling patients at the same time for the same provider scheduling patients at regular intervals within each hour scheduling patients at a specific time based on the type of examination
scheduling patients to arrive with the first 30 minutes of each hour - correct answer ✔✔scheduling patients at the same time for the same provider which of the following actions should a medical administrative assistant when scheduling a new patient for a physical examination? instruct the patient to verify his insurance prior to the visit verify that the patient understands the coinsurance responsibilities explain the importance of fasting 12 hours in the event that the provider prescribes a blood draw inform the patient of the appointment cancellation policy - correct answer ✔✔inform the patient of the appointment cancellation policy a patient who has medicare insurance is covered for both inpatient and outpatient services under the same part of medicare. which of the following parts of medicare covers the patient? part A part B part C part D - correct answer ✔✔part C which of the following patient records should the medical administrative assistant file when using an alphabetic filing system? Green, Mitchell P. Grean, Mary A. Grean Maria J. Green L. Michael - correct answer ✔✔Green, Mitchell P. during the patient checkout procedure, a medical administrative assistant should take which of the following actions?
verify insurance coverage obtain the patients demographic information schedule a follow up appointment record and post payment adjustment - correct answer ✔✔schedule a follow up appointment a medical administrative assistant schedules a procedure for the patient at an outside surgical center. which of the following information should the assistant communicate to the patient? the medical necessity of the scheduled procedure the risks of the scheduled procedure the alternative procedures that are available the pre-procedure home instructions - correct answer ✔✔the pre-procedure home instructions at which of the following times should the medical administrative assistant obtain preauthorization for a diagnostic procedure? after the provider prescribes the procedure after the patient schedules the procedure after the patient pays the copayment after an insurance claim is submitted for the procedure - correct answer ✔✔after the provider prescribes the procedure which of the following is a component of OSHA's hazardous communication standard? applying black and white tape to hazardous areas having the office cleaned professionally once per week requiring new employees to receive hepatitis B vaccines ensuring that employee "right to know" information available - correct answer ✔✔ensuring that employee "right to know" information is available
in which of the following situations is it allowable to release a patients medical record? when a court requests the record through a subpoena when the patient is in an accident and an emergency medical technician (EMT) requests the record when people from another office request to review the record when the patients employer requests a transfer the record to workers compensation - correct answer ✔✔when a court requests the record through a subpoena which of the following suffixes means to cut into? -penia -ostomy -rrhea -otomy - correct answer ✔✔-otomy a medical administration assistant is entering laboratory charges for a patient whose results indicate a high concentration of fat in the blood. which of the following terms should the assistant use to describe this condition? hyperplasia hyperlipidemia hyperglycemia hypertension - correct answer ✔✔hyperlipidemia which of the following actions should the medical administration assistant take first when processing mail? sort open discard
distribute - correct answer ✔✔sort when is it appropriate for a medical administrative assistant to use speakerphone when listening to office voicemail? when the assistant confirms patients have left the office for the day when the assistant is busy interacting with patients entering the office when the assistant receives a call from another office regarding a referred patient when the assistant is asked to take a call while escorting a patient to the examination room - correct answer ✔✔when the assistant confirms patients have left the office for the day which of the following actions should the medical administrative assistant take to ensure patients rights? informing patients that they own their own medical records advising patients alternative procedures providing patients with the option to see another provider notifying patients of procedures that are the least expensive - correct answer ✔✔providing patients with the option to see another provider which of the following actions should the medical administrative assistant take each time an established patient checks in for an appointment? ask the patient to complete a registration form obtain verbal confirmation of demographic information call the patients insurance carrier to determine continued coverage photocopy the patients drivers license - correct answer ✔✔obtain verbal confirmation of demographic information which of the following is acceptable to request on a patients sign-in sheet?
date of birth the reason for visit appointment time insurance carrier - correct answer ✔✔appointment time a provider prescribes a UA for a patient who has an infection. for which of the following conditions is the provider testing? URI UTI UIP UGI - correct answer ✔✔UTI - urinary track infection which of the following legal terms describes a situation in which a failure to exercise treatment causes harm to a patient? fraud negligence abuse assault - correct answer ✔✔negligence a provider refers a patient to a specialist for carcinoma. the medical administration assistant should schedule an appointment with which of the following specialists? endocrinologist gastroenterologist pulmonologist oncologist - correct answer ✔✔oncologist all pages of a medical record must include which of the following information?
insurance id number patient address patients name social security number - correct answer ✔✔patients name which of the following should be obtained prior to measuring a patients blood pressure? implied consent authorization form informed consent certification form - correct answer ✔✔implied consent A patient cancels a standing appointment due to a serious illness. Which of the following actions should the MAA take? add a note in the medical record about the illness and inform the provider of the patients condition add a note in the medical record about the illness and cancel the patients future appointments add a note in the schedule about the illness and write the patient a letter about the missed appointment add a note in the schedule about the illness and inform the insurance carrie - correct answer ✔✔add a note in the medical record about the illness and inform the provider of the patients condition which of the following comments by a medical assistant is appropriate when informing a patient of his payment responsibilities for an appointment? "your charge for todays appointment is $10" "your copayment is $10. how would you like to pay that today?" "do you know what your copayment is ?" "there is no need to pay today, we will bill your copayment to your insurance company." - correct answer ✔✔"your copayment is $10, how would you like to pay that today?"
which of the following scheduling systems assigns patients specific appointment times at regular intervals? wave open hours double booking stream - correct answer ✔✔stream when performing closing procedures for the day, which of the following must be secured with lock and key? examination rooms scheduling book banking deposit slip providers prescription pad - correct answer ✔✔providers prescription pad which of the following describes a difference between electronic medical records and paper medical records? electronic medical records are more secure electronic medical records are more affordable to implement paper medical records are easier to update paper medical records take up less space - correct answer ✔✔electronic medical records are more secure which of the following patient information is required on the encounter form? marital status employer account number