Training procedures for medical office records personnel ensure the efficient organization of offices, hospitals and other patient care settings. Develop training procedures to handle how to develop administrative skills, including computer application skills, insurance processing, medical coding, billing and data entry. Reinforce the importance of patient confidentiality.
- Design your medical office record training procedures to address work tasks accomplished by medical office assistants, nursing home administrators, patient representatives and medical billing specialists. Training activities typically include how to complete patient history forms, schedule appointments using computer applications, process insurance authorization and handle mail. Develop practice exercises to improve written communication and typing skills.
- Medical office record training procedures should provide opportunities for students to learn common medical terms. Procedures should also include information on how to comply with state and federal regulations. For example, include coverage of how to adhere to Occupational Safety and Health Administration regulations. These regulations provide guidance on completing forms in compliance with OSHA record-keeping requirements. Medical office workers must often work with patients to properly record injury and illness information. This is essential to ensure that a patient qualifies for medical coverage, compensation and other benefits.
- Training procedures should specify how students learn to use diagnosis and medical procedure codes in order to determine billing. These codes include the International Statistical Classification of Diseases and Related Health Problems published by the World Health Organization and the United States Department of Health and Human Services. Ensure that your procedures contain the up-to-date procedural terminology codes and descriptions maintained by the American Medical Association.
- Training procedures should also include operational instructions, for example, on how to take patient vital signs (such as blood pressure) necessary in order to make entries in medical charts. Specify if basic first aid including cardiopulmonary resuscitation (CPR) is taught as well. Training should also cover how to arrange for hospital admissions and laboratory services as well as other patient care as needed. Procedures set quality standards and ensure that medical office record administrators adhere to guidelines in a consistent manner.
- Develop training procedures that include details on how to tabulate and analyze patient care information. Depending on your field of medicine (such as dentistry, optometry, osteopathy or podiatry), supplementary training procedures should be developed for specific skills. Ideally, role play or computer simulations provide students with opportunities to practice how to deal with patients and complete records. Providing documented troubleshooting tips helps problem resolution. Resolving patient issues ensures that the office runs smoothly.
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