Medical Office Management: Grades 10, 11, 12

Technology

Human Relations

Communications

Financial Information

Records Management

Health Insurance Billing and Coding

Medical Transcription

Employment Skills

Career and Technical Student Organizations (FBLA/HOSA)

Define terminology related to medical terminology

List software applications used for medical office technology

Describe the need for word processing

Describe the word processing activities performed in a medical office

Describe the need for databases

Identify the database activities performed in a medical office

Describe the need for spreadsheets

Identify the spreadsheet activities performed in a medical office

Describe the need for presentation software

Identify the presentation activities performed in a medical office

Describe the need for desktop publishing software

Identify the desktop publishing activities performed a medical office

Demonstrate the combination of word processing, spreadsheets, data processing, desktop publishing and presentations

Name uses of a 10-key calculator or computer numeric keypad

Identify proper hand position using the touch system on the 10-key calculator or computer numeric keypad

List various equipment used in the automated medical office

Define terminology associated with human relations

Describe the different types of offices (i.e., mobile, traditional, home, virtual)

Identify acceptable/unacceptable office behavior

Identify ethical practices found in the workplace

Identify concepts relating to teamwork (i.e., responsibilities, leadership, goal setting, purpose, communication)

List factors affecting office ergonomics (i.e., lighting, climate, workstations)

Identify stress sources

Give examples of individual time management skills

Describe how team skills can be applied to a group project

Define terminology related to communication

Describe skills essential for effective communication

Describe verbal and nonverbal communication

Identify effective listening skills as a form of communication (i.e., focus attention and active listening)

Identify barriers to effective listening (i.e., preoccupation, prejudgment and distraction)

Describe formal and informal speaking skills

Explain the proper techniques of speaking (i.e., consider the audience, express ideas clearly, and use appropriate tone)

Identify the types of written communication (i.e., letter, memo, report, fax, e-mail, etc)

Identify the five C's of communication (clear, concise, courteous, complete and correct)

Identify the different types of messages used in business correspondence (i.e., persuasive, negative, neutral)

Describe the importance of proofreading and editing skills in a medical office

Demonstrate use of the fax machine

Schedule appointments

Define terminology associated with financial information

Explain the procedure for opening a checking account

Describe the types of endorsements

Describe various types of banking transactions

Explain the process of preparing a check

Demonstrate the procedure of reconciling a bank statement

Explain the steps in preparing petty cash transactions

Describe the types of compensation plans

Describe the importance and purpose(s) of documented time cards

Explain the various types of voluntary and required deductions relating to payroll

Describe the difference between gross pay and net pay

Describe payroll features found on an employee earnings record

Define terminology associated with record management

Identify manual records management systems (i.e., alphabetic filing, numeric filing, geographic filing, subject filing, chronological filing, etc.)

Describe the advantages and disadvantages of both the manual and electronic records management systems

Demonstrate the ability to complete medical records and forms (insurance, patient records, etc.)

List and define common abbreviations used on medical forms and records

Discuss bookkeeping procedures

Define terminology associated to health insurance

Discuss the life cycle of an insurance claim (i.e., claims submission, claims processing, claims adjudication, payment)

Differentiate between manual and electronic claims processing

Discuss legal and ethical issues related to insurance

Understand the processes of procedure and diagnosis coding

Define terminology related to medical transcription

Discuss methods of medical transcription

Demonstrate the ability to proofread and correct transcribed healthcare documents

Explore the job opportunities in medical transcription and related careers

Define terminology related to employment skills

Describe the importance of self-assessment

Explain the importance of setting career goals (i.e., short- and long-term goals

Describe the different sources to learn about job openings (i.e., networking, newspaper, personal inquiry, agencies)

Discuss the similarities and differences of various employment agencies (government, private, temporary)

Discuss credentials, résumé, letter of application, employment application and portfolio

Discuss the Dos and DON'Ts in a job interview

Describe the purpose and importance of a follow-up letter

Identify items covered in a job orientation (i.e., fringe benefits, personal leave, sick leave and job termination)

Identify ways that employees are evaluated

Describe a career advancement and performance improvement plan

Define terminology related to career and technical student organizations

Identify individual learning styles

Describe self-motivation techniques

Discuss community service projects

Explore community jobs related to the Health Informatics field

Define business meeting skills

Review professional Health Informatics journals

Prepare a list of terms with definitions

Make a hard copy of software applications used for medical office technology, using word processing software

Decide which types of data are used with word processing

Key business documents (i.e., memos, letters, reports, tables)

Discuss in class the various word processing activities performed in a medical office

Discuss in class which types of data are used for database activities

Create a database structure (table); key in data

Generate database queries

Discuss in class the need for spreadsheets in a medical office environment

Create a spreadsheet with data and formulas

Discuss in class the need for presentation software in a medical office environment

Develop a presentation that includes multiple slides with text and graphics

Discuss in class the need for desktop publishing in a medical office environment

Create a desktop publishing document (i.e., flyer, announcement, brochure)

Key documents to combine two or more of the following applications: word processing, spreadsheets, data processing, desktop publishing and presentations

Apply uses of calculator or computer numeric keypad

Demonstrate the 10-key calculator or computer numeric keypad proficiency

Determine appropriate office equipment relating to various office activities (i.e., scanner, fax, copier, digital camera, camcorder, etc.)

Prepare a list of terms with definitions

Analyze various office activities associated with the different types of offices

Compose a list of acceptable office behaviors (i.e., teamwork, attitude, communications, cooperation, loyalty, ethical behavior)

Compose a list of unacceptable social behaviors (i.e., sexual harassment, gossip, insubordination, office politics)

Analyze social behavior situations

Compose a list of acceptable ethical behaviors (i.e., trustworthiness, honesty, integrity)

Compose a list of unacceptable ethical behaviors (i.e., piracy, stealing, fraud)

Develop a project using teamwork concepts

Evaluate classroom ergonomics

Generate plans to improve classroom ergonomics

Prepare a list of personal stress sources

Outline techniques to cope with individual sources of stress

Prepare and maintain a time journal

Outline ways to improve time management skills

Form a team to develop a class project

Prepare a list of terms with definitions

List skills essential for effective communications (listening, reading, speaking and writing)

List characteristics of verbal and nonverbal means of communication (i.e., clear, appropriate tone, standard language and body language)

List the techniques of effective listening

Apply listening techniques to listening

Participate in role-playing activities and situations to increase awareness of barrier to effective listening

List examples of formal and informal skills (i.e., group, individual)

Prepare a speech using proper techniques

Present a speech

Discuss the proper etiquette when speaking on the phone

Demonstrate phone skills

Conduct a mock telephone conversation

Critique a mock telephone conversation

Select appropriate types of written communication for specific situations

Prepare business documents, using the different types of written communications

Apply the 5 C's to a type of written communication (i.e., write letters or memos, send and e-mail)

List and describe the parts of a letter

Compose a business letter

List and differentiate between common types of business letters

Critique various business letters

Write persuasive, negative and neutral business correspondence

Apply proofreading and editing rules to various forms of written communication

Discuss special considerations when sending messages or documents with sensitive patient information using the fax machine

List and discuss special considerations when scheduling patient appointments

Discuss the proper way to handle missed appointments

Prepare a list of terms with definitions

Prepare a signature card

Prepare various types of endorsements (i.e., restrictive, special, blank)

Prepare a deposit slip

Prepare a check

Reconcile a bank statement

Record transactions in a petty cash record

Analyze and apply the types of compensation plans to various situations (i.e., salary, hourly, commission, etc.)

Prepare a time card

Calculate FICA and income tax required deductions

List various types of voluntary deductions

Prepare a payroll register

Prepare an employee earnings record

Prepare a list of terms with definitions

Solve records management problems using each of the manual records management systems

Compare and contrast the advantages and disadvantages of manual and electronic records management systems

Discuss special considerations when completing medical records and forms

Discuss common mistakes when completing medical records and forms

Demonstrate the ability to read a medical record that uses common abbreviations

Demonstrate the ability to perform selected bookkeeping procedures

Prepare a list of terms with definitions

Detail the processing of a claim by an insurance company

Differentiate between primary and secondary insurance claims

Compare and contrast the advantages and disadvantages of manual and electronic claims processing

Discuss HIPPA requirements related to health insurance

Discuss common mistakes when completing insurance claim forms

Describe why claims follow-up is important

Code a sample claim form

Recognize errors in insurance claim forms

Prepare a list of terms with definitions

Perform basic transcription procedures

Critique transcribed documents for form, grammar, punctuation and terminology

Recognize, evaluate and call attention to inconsistencies, discrepancies and inaccuracies in healthcare dictation while transcribing, without altering the meaning of the dictation or changing the author's style

Demonstrate an awareness of opportunities in medical transcription and related careers

Prepare a list of terms with definitions

Take the state-sponsored Kuder Career Portfolio self-assessment options (or similar self-assessment) to evaluate careers

Research the industry to determine basic facts and competitive salary information based on the results obtained from the self-assessment of career options

Prepare a monthly budget to determine if a preliminary career choice will meet financial needs

Design short-and long-term career goals

Search job vacancies, using sources such as the World Wide Web, newspaper, agencies, etc.

Compare and contrast the similarities and differences of various employment agencies

Prepare a résumé, letter of application, employment application and portfolio

Participate in mock interview

Prepare a follow-up letter

List various fringe benefits, reasons for personal leave and sick leave and reasons for job termination

Make a list of evaluation items on which employees are evaluated

Prepare a plan of action for career advancement and performance improvement plan

Prepare a list of terms with definitions

Outline individual self-assessed learning styles

Establish short-term self-motivation goals

Identify the benefits of doing a community service project

Participate in a community service project

Participate in a job shadowing activity

Schedule guest speakers in the area of Health Informatics

Outline how to observe and critique a business meeting

Conduct a mock business meeting

Develop a three- to five-minute presentation from an article in a professional journal