Case Studies for Medical Assisting

Kathryn Kalanick, CMA (AAMA), NCPT, CPI has been a post-secondary educator for 28 years. She currently owns and operates Educational Pathways in Utah, and works as an author, consultant, invited speaker, and curriculum developer. Prior to starting her own company, she was the Director of Education for Career Academy in Anchorage, Alaska. Ms. Kalanick has served as a member of the NCCT's Medical Assistant and Phlebotomy Examination review teams, Delmar Cengage Learning's Medical Assisting Advisory Board, and she continues to serve as a member of other educational advisory boards nationwide. Ms. Kalanick has been instrumental in developing numerous nationally-accredited Allied Health Care curricula for both on-ground and on-line programs.

PREFACE.
To the Learner. To the Instructor. Acknowledgments. How to Use This Book.
I. GENERAL KNOWLEDGE.
Demonstrate the Ability to correctly use Medical Terminology. Demonstrate a Working Knowledge of the Anatomy and Physiology of the HUMAN BODY. Demonstrate the Ability to Apply the Basic Principles of Human Behavior. Display a Professional Attitude. Demonstrate the Ability to Work as Part of a Team.
II. PERFORM CLERICAL FUNCTIONS.
Schedule and Manage Appointments. Schedule Inpatient and Outpatient Admissions and Procedures. Organize a Patient's Medical Record. File Medical Records.
III. PERFORM BOOKKEEPING PROCEDURES.
Prepare a Bank Deposit'. Post Entries on a Daysheet. Perform Accounts Receivable Procedures. Perform Billing and Collection Procedures. Post Adjustments. Process Credit Balance. Process Refunds. Post NSF Checks. Post Collection Agency Payments. Process Insurance Claims. Apply Managed Care Policies and Procedures Apply Third Party Guidelines. Perform Procedural Coding. Perform Diagnostic Coding. Complete Insurance Claim Forms.
IV. FUNDAMENTAL PRINCIPLES.
Perform Handwashing. Wrap Items for Autoclaving. Perform Sterilization Techniques. Dispose of Biohazardous Materials. Practice Standard Precautions.
V. SPECIMEN COLLECTION.
Perform Venipuncture. Perform Capillary Puncture. Obtain Specimens for Microbiological Testing. Instruct Patients in the Collection of a Clean-Catch and Midstream Urine Specimen. Instruct Patients in the Collection of Fecal Specimens.
VI. DIAGNOSTIC TESTING.
Perform Electrocardiography. Perform Respiratory Testing. Perform CLIA Waived Testing. Perform Urinalysis. Perform Hematology Testing. Perform Chemistry Testing. Perform Immunology Testing. Perform Microbiology Testing.
VII. PATIENT CARE.
Perform Telephone and In-person Screening. Obtain Vital Signs. Obtain and Record Patient History. Prepare and Maintain examination and Treatment Areas. Prepare Patient for and Assist with Routine and Specialty Examinations. Prepare Patient for and Assist with Procedures, Treatments, and Minor Office SURGERIES.
Apply Pharmacology Principles to Prepare and Administer Oral and Parenteral (Excluding IVs) Medications. Maintain Medication and Immunization Records. Demonstrate the Ability to Perform CPR, AED and First Aid. Identify and apply the Basic Principles of a Patient's Dietary Needs.
VIII. PROFESSIONAL COMMUNICATION.
Respond to and Initiate Written Communication. Recognize and Respond to Verbal Communications. Recognize and Respond to Nonverbal Communications. Demonstrate Telephone Techniques. Demonstrate the Ability to Receive, Organize, Prioritize and Transmit.
IX. INFORMATION.
Perform Patient Interviewing Techniques. Perform Screening and Processing of Incoming and Outgoing Mail.
X. LEGAL CONCEPTS.
Identify and Respond to Issues of Confidentiality. Perform Within Legal and Ethical Boundaries. Establish and Maintain the Medical Record. Document Appropriately. Demonstrate Knowledge of Federal and State Health Care Legislation and Regulations.
XI. PATIENT INSTRUCTION.
Explain General Office Procedures. Instruct Individuals According to their Needs. Provide Instruction for Health Maintenance and Disease Prevention. Identify Community Resources.
XII. OPERATIONAL FUNCTIONS.
Perform and Inventory of Supplies and Equipment. Perform Routine Maintenance of Administrative and Clinical Equipment. Utilize Computer Software to Maintain Office Systems. Use Methods of Quality Control.