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A wide range of responsibilities and procedures that a medical assistant (ma) may encounter in a healthcare setting. It addresses topics such as patient communication, medical record management, insurance and billing processes, osha regulations, and patient rights. Detailed information on the appropriate actions an ma should take in various scenarios, including scheduling appointments, handling incoming mail, preparing patients for procedures, and collecting patient payments. By studying this document, readers can gain a comprehensive understanding of the diverse tasks and decision-making skills required of a medical assistant to ensure efficient and compliant patient care.
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d) speak with the provider about rescheduling the procedure - ✔ ✔ A patient who was given instructions to stop taking ASA prior to a procedure informs you that she has not followed these instructions. Which of the following actions should be taken?
a) advise the patient to drink plenty of water to dilute the ASA b) inform the patient that the procedure will be cancelled c) ask the patient if it was low-dose ASA d) speak with the provider about rescheduling the procedure d) submit an online form - ✔ ✔ According to OSHA guidelines, which of the following is the appropriate way to file a complaint with OSHA?
a) inform the office manager b) send an email c) tell the provider d) submit an online form d) the evening before the patient's appointment - ✔ ✔ At which of the following times should the MA pull a patient's daily chart?
a) when the patient calls to make an appointment b) after obtaining the patient's demographic information c) when the patient arrives in the office for their appointment d) the evening before the patient's appointment d) the legal custodian - ✔ ✔ A MA is reviewing the release for of a patient who is a dependent minor. The MA should ensure that which of the following persons has signed the release form?
a) a parent b) the minor c) the provider d) the legal custodian d) time of the call
always note the time of the call when taking phone messages - ✔ ✔ An MA received 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 MA to obtain over the phone?
a) DOB of the caller b) name of the patient's PCP c) insurance ID number d) time of the call d) to indicate when a provider is unavailable to treat patients - ✔ ✔ Which of the following is the purpose of a matrix?
a) to create flexible waiting time for patients b) to determine patient appointment cancellations c) to differentiate between new and established patients d) to indicate when a provider is unavailable to treat patients d) when the patient provides a signed release of information that identifies the family member - ✔ ✔ When is it appropriate for an MA to release test results to a patient's family member?
a) when the family member can provider personally identifiable information about the patient b) when the patient signs an informed consent form
a) driver's license b) medical history form c) authorization for treatment d) assignment of benefits a) electronic records are more secure - ✔ ✔ Which of the following describes the difference between electronic medical records and paper medical records?
a) electronic records are more secure b) electronic records are more affordable to implement c) paper records take up less space d) paper records are easier to update a) explain that the physical cannot be scheduled for another 2 months - ✔ ✔ A Medicare patient who had a physical exam 10 months ago calls to reschedule another physical within the week. Which of the following responses is appropriate?
a) explain that the physical cannot be scheduled for another 2 months b) schedule the physical within the week c) record the appointment as an office visit rather than as a physical d) submit a preauthorization form to Medicare before scheduling the physical a) financial policy - ✔ ✔ Which of the following informs patients that the practice will charge a fee for a no-show?
a) financial policy b) billing statement c) superbill d) remittance advice
a) first-class mail - ✔ ✔ Which of the following mail services is most commonly used by medical facilities?
a) first-class mail b) media mail c) parcel post d) second-class mail a) forward the call to a triage nurse - ✔ ✔ An MA is scheduling an appointment for an established patient who had a kidney transplant and reports an intermittent fever. Which of the following actions should be taken?
a) forward the call to a triage nurse b) instruct the patient to go to an emergency department c) forward the call to the appointment desk d) schedule a follow-up visit with a nephrologist a) having a sign-in sheet that includes a patient's name and provider - ✔ ✔ Which of the following is an example of an incidental disclosure?
a) having a sign-in sheet that includes a patient's name and provider b) disclosing a patient's diagnosis to a family member who is not involved in the patient's care c) providing a grandparent with the test results regarding a minor's prior condition without written authorization d)supplying a patient's medical documentation to an insurance company a) insurance coverage - ✔ ✔ Which of the following information should an MA verify on a referral?
a) insurance coverage b) emergency contact
a) make sure the total value of checks and cash equals the deposit slip amounts b) copy insurance claim amounts onto the front of the deposit slips c) cross-reference payment amounts with the accounts payable ledger d) ensure credit card slips are attached to the deposit a) MSDS (material safety data sheets) - ✔ ✔ What should the MA use to determine the proper way to dispose of an expired chemical cleaning product?
a) MSDS b) EOP c) RACE d) CLIA a) numeric - ✔ ✔ Which of the following medical record filing systems protects patient's privacy and allows for unlimited expansion in a high-volume office?
a) numeric b) alphabetical c) subject filing d) chronological a) part A
part A is for hospitalizations, SNFs, hospice, and home health while part B is for outpatient procedures and part D is for prescriptions. - ✔ ✔ Which of the following parts of Medicare pays for hospitalizations?
a) part A b) part B c) part C
d) part D a) release of information for treatment, payment, and health care operations (TPO) - ✔ ✔ During which of the following processes is an MA relieved from gaining authorization from a patient?
a) release of information for treatment, payment, and health care operations (TPO) b) release of information to an outside provider c) release of information to an attorney's office d) release of information to the department of health a) scheduling 3 patients at the same time for the same provider
scheduling multiple patients is double-booking, can be more than 2 patients - ✔ ✔ Which of the following describes double-booking?
a) scheduling 3 patients at the same time for the same provider b) scheduling patients at regular intervals within each hour c) scheduling patients at a specific time based on the type of exam d) scheduling patients to arrive within 30 minutes of each hour a) try to reschedule the appointments before the patients leave - ✔ ✔ A provider is called away for an emergency while patients are in the waiting room. After informing the patients, which of the following actions is appropriate to manage the situation?
a) try to reschedule the appointments before the patients leave b) have the patients wait for the provider to return c) tell the patients they cannot be seen today d) have the patients call to reschedule a) update the fee schedule - ✔ ✔ A dental office increases the cost of a routine teeth cleaning. The MA should take which of the following actions?
c) workers' compensation needs a return-to-work date for a patient d) an attorney calls to discuss a patient's case b) abandonment - ✔ ✔ A provider leaves town without leaving a contact number and coverage for patients he is treating. He is at risk for being accused of which of the following?
a) neglect b) abandonment c) misdemeanor d) felony b) advise the patient to ask the provider about alternatives - ✔ ✔ Prior to an invasive procedure, a patient asks you about other available options. Which of the following actions is appropriate for you to take?
a) inform the patient of the common alternatives b) advise the patient to ask the provider about alternatives c) seek out a clinical MA to explain alternatives d) provide the patient with alternate providers' phone numbers b) artificial plants and floral arrangements for aesthetics - ✔ ✔ When creating a reception area for a pediatric clinic, which of the following items should the MA include?
a) accessible coffee and tea b) artificial plants and floral arrangements for aesthetics c) stuffed animals and small building blocks d) scented candles to mask odors b) check that the patient signed and dated the patient information form - ✔ ✔ Which of the following is an appropriate action to take when updating patient demographic information?
a) check that the patient indicated a payment method b) check that the patient signed and dated the patient information form c) make sure that the patient's insurance card is on file d) make sure the name of the patient's previous providers is included b) CMS-1500 - ✔ ✔ Which of the following forms is used to submit health insurance claims for a provider's office?
a) UB- b) CMS- c) DE 2501 d) CMS-1490S b) coinsurance - ✔ ✔ An MA creates an invoice for the remaining percentage of an encounter fee after receiving a copayment. This portion is considered to be which of the following?
a) capitation payment b) coinsurance c) deductible d) coordination of benefits b) creating a database - ✔ ✔ For which of the following tasks should a MA use Microsoft Access?
a) encrypting documents b) creating a database c) scheduling a meeting d) creating a spreadsheet b) diagnosis codes - ✔ ✔ A medical office stays in compliance by annually updating which of the following parts of the encounter form?
a) first-class mail b) registered mail c) priority mail d) certified mail b) review the appointment schedule - ✔ ✔ Which of the following actions is an MA's priority when pulling daily charts?
a) place the charts in the appropriate exam rooms b) review the appointment schedule c) review the charts for accuracy d) arrange the chart sequentially b) review written instructions with the patient - ✔ ✔ Which of the following approaches is appropriate when preparing a patient for surgery?
a) mail written instructions to the patient b) review written instructions with the patient c) request someone to call from the surgeon's office with instructions d)advise the patient to call the surgery center for instructions b) schedule an appointment closest to the requested time slot - ✔ ✔ A patient requests a follow-up appointment for an unavailable time slot. Which of the following actions are appropriate to take?
a) allow the patient come to the office and wait for a possible cancellation b) schedule an appointment closest to the requested time slot c) delay scheduling the patient and have her call back daily to see if the time slot becomes available d) ask the patient to look at the schedule and choose the appointment time from what is available b) shred unwanted mail - ✔ ✔ Which of the following actions is appropriate for a MA to take when processing incoming mail?
a) open and organize the provider's mail b) shred unwanted mail c) file incoming lab results as soon as they are received d) discard duplicate medication samples b) suturing a wound
only implied consent needed for lab draws - ✔ ✔ Informed consent is required for which of the following?
a) drawing blood b) suturing a wound c) transferring a patient's medical records d) terminating patient care b) the name of the practice - ✔ ✔ When leaving a message for a patient regarding an upcoming appointment, which of the following information should the MA include in the message?
a) an estimate fee for the visit b) the name of the practice c) the reason for the appointment d) the patient's insurance coverage status b) to document encounters between the patient and provider - ✔ ✔ Which of the following is the primary purpose of a medical record?
a) to collect information for a patient's future use b) to document encounters between the patient and provider c) to keep information for the insurance company to audit
ABNs provide the Medicare beneficiary with the option to receive non covered services - ✔ ✔ Which of the following should a MA complete if a provider believes Medicare might not cover a procedure?
a) Medicare Summary Notice (MSN) b) Remittance Advice (RA) c) Advance Beneficiary Notice (ABN) d) Explanation of Benefits (EOB) c) cluster - ✔ ✔ A schedule is made for patients to have PEs on Tuesday afternoons and Thursday mornings. This is an example of which type of scheduling?
a) stream b) wave c) cluster d) open hours c) contraindication - ✔ ✔ A patient is allergic to eggs and therefore cannot receive influenza immunizations. The MA should recognize the patient's egg allergy is which of the following?
a) adverse effects b) precaution c) contraindication d) interaction c) dys- - ✔ ✔ Which of the following prefixes means "abnormal"?
a) ad- b) dia- c) dys-
d) ab- c) encounter form - ✔ ✔ Which of the following forms is required to ensure a clean claim for an established patient?
a) day sheet b) progress note c) encounter form d) CMS-1500 claim form c) insurance information - ✔ ✔ When greeting a patient at reception, which of the following should the MA obtain?
a) chief complaint b) current medications c) insurance information d) surgical history c) Mail merge
this feature allows a user to create labels for a group of people - ✔ ✔ An MA is asked to create labels for the practice's patients. Which of the following word-processing softwares features should the MA use?
a) AutoText b) Find and replace c) Mail merge d) Header and footer c) make a new entry in the EMR with correct information - ✔ ✔ An MA discovers an error in an EMR from a previous visit. Which of the following actions should be taken?
c) NPI - ✔ ✔ Which of the following information should the MA include on a claim form?
a) OPIM b) OIG c) NPI d) COD c) obtain the provider's order - ✔ ✔ When scheduling an inpatient admission, which of the following steps should an MA take first?
a) schedule the admission with the facility b) determine the availability of the provider and the patient c) obtain the provider's order d) pre-certify the admission with the insurance company c) obtaining prior authorization
CPT and ICD codes are required for preauthorization with insurance - ✔ ✔ A MA should verify a patient's CPT code for which of the following processes?
a) coordination of benefits b) determining eligibility of services c) obtaining prior authorization d) receiving a referral c) offer the next available appointment to the patient - ✔ ✔ An established patient calls to cancel an appointment for the following week. Which of the following actions should be taken?
a) bill the patient for the missed visit
b) keep the original appointment scheduled and use the time for walk-ins c) offer the next available appointment to the patient d) discuss the reason for the cancellation c) office manager - ✔ ✔ A patient reports a confidentiality breach to an MA. The MA should direct the patient to which of the following resources first?
a) office of the inspector general b) provider c) office manager d) office for civil rights c) OSHA - ✔ ✔ Which of the following is responsible for setting the standards for protection against bloodborne pathogens?
a) HIPAA b) AMA c) OSHA d) HHS c) patient name - ✔ ✔ All pages of a patient's medical record must contain which of the following?
a) insurance ID number b) patient address c) patient name d) SSN c) physical therapy - ✔ ✔ A patient's chart indicates the need for PT as a result of a strained muscle. The MA should recognize the abbreviation PT to be which of the following?