SOAP Note Documentation
EHR Software Capabilities
Patient Education Methods
New Patient Packet Documents
Screening Calls
100

What does SOAP stand for?

Subjective, Objective, Assessment, Plan

100

What does EHR stand for?

Electronic Health Record

100

Teaching using verbal instructions and written materials is called what?

Factual teaching

100

Which required form gives consent to release health information?

HIPAA Release Form

100

Who handles this type of call is for rearranging patient visits?

 MA

200

Which part of SOAP includes measurable data like vitals?

Objective

200

Name one advantage of an EHR over paper charts.

No lost paper files

200

Showing a patient how to use an inhaler before you send them home is called?

Modeling

200

Which document verifies insurance coverage?

Insurance Form

200

A patient wants to know their lab result. What type of call and who handles if positive or abnormal?

Doctor

300

A patient says, “My knee has been hurting for 2 weeks.” Which section does this go in?

Subjective

300

What tool in the EHR helps prevent medication errors by checking allergies/interactions?

Medications and Alerts
300

Modeling and then asking the patient to test their own blood glucose while the MA observes is what method?

Return demonstration

300

Which paperwork collects medical history and current medications?

Health History Form

300

Who handles a patient is calling about a bill they received in the mail?

Billing Department

400

A provider orders an X-ray and rest with follow-up in a week. Where does this belong?

Plan

400

The term for the minimum standards to exchange PHI with clinicians and insurance companies

Meaningful Use

400

Having diabetic patients touch insulin pens and meter supplies is what method?

Sensory Teaching

400

What is the form patients sign that acknowledges financial responsibilities?

Financial Agreement or Practice Billing Policy

400

How do you handle a call from a patient with difficulty breathing?

911 

500

Type 2 Diabetes

Assessment

500

What is the EMR called when it is transferred to outside health facilities?

EHR

500

Factual teaching is part of which domain?

Cognitive

500

Which form highlights how a patient's PHI will be handled by the practice

The NPP

500

Patient with rash on stomach should be scheduled when?

Try to schedule same day or transfer to nurse triage

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