Scheduling
Communication
Check-in/Check-Out
Medical Records
Phone Etiquette
100

What type of scheduling is used when patients are given appointment times based on their condition/illness ex. scheduling all sick people at one time as to not infect healthy people

Cluster Scheduling

100

When should you verify patient insurance information

When they check in for EVERY visit

100

How should the MA handle cancellations in the schedule

Attempt to fill in the gaps, by having people come early or schedule people waiting for an appointment

100

After a medical record is considered CLOSED, how long should the office keep the record history

10 YEARS

100

How should an MA communicate with an angry patient

With empathy and understanding

200

A unique number assigned by the ordering facility that allows the facility to track or


What is the purchase order.

200

This patient would NOT be considered to have an emergent condition: Mrs. Morris with chest congestion and coughing, or Mr. Allen with a large cut on his hand that has stopped bleeding.

Who is Mr. Allen? 

200

If your on a phone call with a patient and another patient arrives at the window. What's a kind gesture to acknowledge them.

What is a pleasant smile and eye contact
200

True or False, most patient portals are websites or cell phone apps

TRUE

200

What information is included in a phone message for an appointment reminder

Only the patient's name, appointment time, and provider name

300

Which appointment may take longer, a new patient or a follow up? 

New Patient
300

What would you tell a patient who called the office with an emergency situation (ex. trouble breathing, chest pain, signs of a stroke)

Hang up and call 911 immediately 

300

When a patient first enters a healthcare facility, they need clear direction, to be welcomed by staff, and  

What is guidance on where they should go.

300

Why is it important to be familiar with paper charting even if your facility is primarily electronic. 


What is a disadvantage of paper charts

In some situations, paper records may still be used


They require a lot of storage space

300

True or False: HIPAA guidelines are always followed when leaving appointment reminder messages

TRUE

400

What is the computer software called to allow MA's to schedule appointments and block off time as necessary

Practice Management System

400

How often should inventory be checked on a crash cart?

What is monthly

400

What patient information cannot appear on a sign in sheet or would be a HIPAA violation

What is Insurance info, reason for visit, DOB, Phone # and address


400

How should new stock/inventory be put away?

What is new stock should be put in the back, so old stock can be used first before it expires.

400

What information is important to gather when scheduling an appointment

Name, DOB, Phone #, Reason for Visit, Insurance Information

500

What are billing statements that list the amount owed for goods or services purchased?

What is an Invoice.

500

In inventory management, this is the specific supply level that signals it is time to place a new order before the item runs out.

What's the reorder point

500

What for is a healthcare facility required to give to patients.

What is Notice of Privacy Practices(NPP) form.

500

Where should owner’s or operation manual and warranty information for each item be kept>

What is in place that's easily accessible for all employees.

500

What should you tell a patient who arrives more than 15 minutes late for their appointment

You will check if they can fit the patient into the schedule but may have to reschedule as they missed their appointment time