chapter 9, 10, 14, 22, 23 – Flashcards
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what three items must be considered when scheduling appointments
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physicians habits and preferences patients needs availablility of facility
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why is a patient need an important consideration when planning services that the clinic will offer
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allows patient to have exact appointments and knowing their needs is very important
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how can the medical assistant handle a physician who habitually spends more than the allotted time with patients
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adjust the schedule considering the physicians habits and preferences
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list one disadvantage of using an appointment book for scheduling
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only one person can access at a time.
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list one disadvantage of using a computer for scheduling
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computers can shut down
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list one advantage of using computers for scheduling appointments
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more than one person can schedule appointments at the same time.
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what are the types of scheduling
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scheduled appointments open office hours flexible office hours wave scheduling modified wave scheduling double booking grouping procedures advance booking
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scheduled appointments
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patients are given scheduled appointments
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open office hours
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facilities are open at given hours of the day or evening
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flexible office hours
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adding extended office hours
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wave scheduling
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patients are seen in order of arrival
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modified wave scheduling
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varies, wave scheduling modified
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double booking
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scheduling two patients to be seen at the same
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grouping procedures
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scheduling appointments based on procedures
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advance booking
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appointments made months in advance
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how can the medical assistant deal with patients who are consistently late for appointments
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they can book the patients at the end of the day or schedule them at a later time
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how does the medical assistant handle a patient who arrives to see the physician but does not have an appointment
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try to squeeze the patient into the schedule if the patient needs immediate attention, but if they do not need immediate attention, then schedule them to come in the next day or so
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a person who fails to keep appointments are referred to as what?
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a no-show
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a returning patient is known as an
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established patient
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a situation requiring haste or caution is said to require an
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expediency
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the medical assistant should offer the patient different what when scheduling him or her for appointments
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options
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what kind of representatives bring information about various drugs to clinics and often leave samples for the physicians to dispense to patients
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pharmaceutical representatives
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patients should be notified and offer made to reschedule if the physician is running more than how many minutes late
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fifteen minutes
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where should failed appointments should be noted
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failed appointments should be noted in the medical record
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what type of facility accepts only walk in appointments
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open office hours accept walk ins
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list four reasons the medical records exists
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assists physician in providing best care for the patient offers legal protection provides statistical information vital for financial reimbursement
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explain the concept of the ownership of the medical record
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the ownership of the medical record belongs to the physician and the facility but the information belongs to the patient
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why might color-coded files be more efficient than an alphabetic filing system
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filing and finding is easier and misfiled folders are kept to a minimum
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what are the two major types of patient records found in a medical office
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paper-based computer-based
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what type of form should be completed if a patient no longer wishes to allow his or her medical records to be released to a person or organization
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revocation
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what are the types of filing systems
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drawer files (vertical filing cabinet), compact files, lateral/shelf files, circular rotary files
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what are the five filing steps
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conditioning, releasing, indexing and coding, sorting, storing and filing
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conditioning
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removing pins and brads and paper clips. stapling papers together attaching and clipping
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releasing
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a mark is placed on the the paper indicating that it is ready for filing
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indexing and coding
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deciding where to file the letter or paper and placing some indication of the decision on the paper
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sorting
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arranging papers in a filing sequence
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storing and filing
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items faced up top edge to the left with most recent date at front of the folder
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what are the three classifications of files
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active inactive closed
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the files of patients who are currently receiving treatment are called?
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active files
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hyphenated elements of a name are treated as two separate units
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false
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numeric filing systems can be expanded without relocating all of the other files
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true
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POMR
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problem oriented medical records
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CMBR
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computer based medical record
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list the four requirements of a negotiable instrument
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written and signed by maker contain a promise or order to pay a sum of money be payable on demand or at a fixed future date be payable to order or bearer
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what are some advantages of online banking
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ability to bank at ones own convenience ease of use portability and availability
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what are the seven types of checks
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bank draft cashiers check certified checks limited check money order travelers check voucher check
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blank endorsment
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payee signs only his/her name which makes check payable to the bearer
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restrictive endorsement
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used in preparing checks for deposits
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special endorsement
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words specifying the person to whom the endorser makes the check payable
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qualified endorsement
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disclaiming or destroying any future liability of the endorser
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list five reasons that checks should be deposited promptly
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stop payment order may be placed check may be lost, misplaced or stolen delay may cause check to be returned because of insufficient funds check may have a restricted time for cashing it is a courtesy to the payer
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list three reasons that an individual might stop payment
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loss of a check disagreement about a purchase disagreement about a payment
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list the three basic steps for preparing a deposit slip
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list all deposits on back of deposit slip transfer total to front of the slip enter the amount of the total deposit on deposit slip stub
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explain the aba number and what each part of the number means
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used to identify area where the bank on which check is written is located and the particular bank within the area
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the financial records of any business should show the following
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how much was earned in a given period how much was collected how much is owed distribution of expenses incurred
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when writing numbers, keep the columns straight and write ..
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well formed figures
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the manual disbursement journal must show the following
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every amount paid out date and check number purpose of payment
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the three most common accounting system found in medical offices are
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single entry system double entry system pegboard. or write it once
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what is the difference between accounting and bookkeeping
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accounting is the whole process of recording, summarizing, and classifying financial transactions. bookkeeping is mainly the recording part
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list three cardinal rules of bookkeeping
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use good penmanship use the same pen and ink keep columns of figures straight
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list two advantages of the single entry system
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errors are not easily detected no built in controls
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the IRS requires that complete records be kept on all employees which are
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social security number of the employee number of the withholding allowances claimed amount of gross salary all deductions for social security and medicare taxes
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what is form 940 used for and when must if be filed
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employers annual federal unemployment tax return and must be filed on or before january 31
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list seven expense categories found in a physicians office budget
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insurance rent loan payments utilities salaries and wages taxes medical equipment
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single entry system
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oldest and simplest and includes a general journal, cash payment journal, accounts receivable ledger
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double entry system
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transactions may be recorded manually or by computer
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pegboard
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most commonly used manual system and is written once
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SS-5
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application for social security number
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W-2
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wage and tax statement
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W-3
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transmittal of income and tax statement
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W-4
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employers withholding allowance certificate which shows number of withholding allowances
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a document inside a package that lists the packages content is a ?
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packing slip
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a bill sent to a patient monthly basis is also called a?
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statement
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for how many years should payroll be kept
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four years
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what is a FUTA
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federal unemployment tax act
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what are the two basis of accounting
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accrual basis cash basis
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what type of fund is used for minor expenses
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petty cash
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what are the two types of bookkeeping systems
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single and double
