Prepare for the Medical Administrative Assistant certification exam with these study guide questions and answers. This covers scheduling, medical records, billing, and office management.

Q: Computer Scheduling

Answer: Electronic appointment book

Q: Book Scheduling

Answer: Hard copy appointment book

Q: Wave Booking

Answer: Patients are scheduled at the same time each hour to create short-term flexibility each hour.

Q: Modified Wave Booking

Answer: Wave booking can be modified in a couple of different ways. One example of this approach is to schedule two patients to come at 9 a.m. and one patient at 9:30 a.m. This hourly cycle is repeated throughout the day.

Q: Double Booking

Answer: Two patients are scheduled to come at the same time to see the same physician.

Q: Stream/time-Specific Scheduling

Answer: Scheduling patients for specific times at regular intervals. The amount of time allotted depends on the reason for the visit.

Q: Open Booking (tidal wave scheduling)

Answer: Patients are not scheduled for a specific time, but told to come in at intermittent times. They are seen in the order in which the arrive.

Q: Cluster or Categorization Booking

Answer: Booking a number of patients who have specific needs together at the same time of day.

Q: Matrix

Answer: A grid with time slots blocked out when physicians are unavailable or the office is closed.

Q: Template

Answer: A document with a preset format that is used as a starting point so that it does not have e recreated each time.

Q: Screening System

Answer: Procedures to prioritize the urgency of a call to determine when the patient should be seen.

Q: Certified Mail

Answer: First-class mail that also gives the mail added protection by offering insurance, tracking, and return receipt options.

Q: Appointment Cards

Answer: Used to remind patients of scheduled appointments and to eliminate misunderstandings about dates and time.

Q: Health Insurance Portability and Accountability Act (HIPAA) of 1996

Answer: Legislation that includes Title II, the first parameters designed to protect the privacy and security of patient information.

Q: What are three advantages of computer scheduling?

Answer: Display available and scheduled times; length and type of appointment required and day or time preferences.

Q: When scheduling appointments, what factors need to be taken into account?

Answer: The needs of the patient, the habits and preferences of the provider, and the capacity of the facility.

Q: Electronic Medical Record (EMR)

Answer: An electronic record of health information that is created, added to, managed, and reviewed by authorized providers and staff within a single health care organization.

Q: Advance Directive Form

Answer: Document that spells out what kind of treatment a patient wants in the event that he can’t speak for himself. Also known as living will.

Q: Protected Health Information (PHI)

Answer: Information about health status or health care that can be linked to a specific individual.

Q: What are three types of demographics?

Answer: Name, address, and marital status.

Q: Health Insurance

Answer: Financial support for medical needs, hospitalization, medically necessary diagnostic tests and procedures, and may kinds of preventive services.

Q: Electronic Health Record (EHR)

Answer: An electronic health record of health-related information about a patient that conforms to nationally recognized interoperability standards that can be created, managed, and reviewed by authorized providers and staff from more than one health care organization.

Q: Co payment

Answer: Fees collected from patient at the time of services.

Q: Guarantor

Answer: Person or entity responsible for the remaining payment of services after insurance has paid.

Q: Birthday Rule

Answer: The health plan of the parent whose birthday comes first in the calendar year is designated as the primary plan.

Q: Healthcare Common Procedure Coding System (HCPCS)

Answer: A group of codes and descriptors used to represent health care procedures, supplies, products, and services.

Q: Reimbursement

Answer: Payment from insurance companies.

Q: International Classification of Diseases, ICD-9-CM and/or ICD-10-CM

Answer: Track a patient’s diagnosis and clinical history.

Q: Current Procedural Terminology (CPT) and Healthcare Common Procedure Coding System (HCPCS)

Answer: Are used to report provider services for the purpose of reimbursement.

Q: Medicare

Answer: Federally funded health insurance provided to people age 65 or older, people younger than 65 who have certain disabilities, and people of all ages with end-stage kidney disease.

Q: Modifiers

Answer: Added information or changed description of procedures and services, and are a part of valid CPT or HCPCS codes.

Q: Health History

Answer: Form that asks patients to list any illnesses or surgeries they have had, family history, medications taken, chronic health issues, allergies, and other physicians they consulted.

Q: Notice of Privacy Practices

Answer: Document informing a patient of when and how their PHI can be used.

Q: Consent

Answer: A patient’s permission

Q: Patient Financial Responsibility form

Answer: Form that confirms that the patient is responsible for payments to the provider.

Q: Assignment of benefits (AOB) form

Answer: Form that authorizes health insurance benefits to be sent directly to providers.

Q: Living Will

Answer: Document that spells out what kind of treatment a patient wants in the even that he can’t speak for himself. Also know as advance directive.

Q: DNR Form

Answer: Form that states that the patient does not want to be revived after experience a heart episode or other kind of life-threatening event.

Q: Encounter Form

Answer: A document used to collect data about elements of a patient visit that can become part of a patient record or be used for management purposes.

Q: Regular Referral

Answer: When a physician decides that a patient needs to see a specialist.

Q: Urgent Referral

Answer: When and urgent, but not life-threatening, situation occurs, requiring that the referral be taken care of quickly.

Q: STAT Referral

Answer: Needed in an emergency situation, and can be approved immediately over the telephone after the utilization review has approved the faxed document.

Q: Active Files

Answer: Section of medical charts for patients currently receiving treatment.

Q: Inactive Files

Answer: Section of medical charts for patients the provider has not seen for 6 months or longer.

Q: Closed Files

Answer: Section of medical charts for patients who have died, moved away, or terminated their relationship with the physician.

Q: Purging

Answer: The process of moving a file from active to inactive status

Q: Provisional Diagnosis

Answer: A temporary or working diagnosis.

Q: Differential Diagnosis

Answer: The process of weighing the probability that other diseases are the cause of the problem.

Q: Direct Filing System

Answer: System in which the only information needed for filing and retrieval is a patient’s name.

Q: Cross-reference

Answer: Reference to corresponding information in a separate location.

Q: Privacy Rule

Answer: A HIPAA rule that establishes protections for the privacy of individual’s health information.

Q: Individually Identifiable Health Information

Answer: Documents or bits of information that identify the person or provide enough information so that the person could be identified.

Q: Bookkeeping

Answer: Part of the office’s accounting functions, to include recording, classifying, and summarizing financial transactions.

Q: Copayment

Answer: A fixed fee for a service or medication, usually collected at the time of service or purchase.

Q: Deductible

Answer: The amount a patient must pay before insurance pays anything.

Q: Coinsurance

Answer: A form of cost sharing the kicks in after the deductible has been met.

Q: Statement

Answer: A request for payment.

Q: Explanation of Benefits (EOB)

Answer: A record of a patient’s fees.

Q: Accounts Receivable Ledger

Answer: Document that provides detailed information about charges, payments, and remaining amounts owed to a provider.

Q: Fee-for-service

Answer: Model in which providers set the fees for procedures and services.

Q: Allowable Amount

Answer: The limit that most insurance plans put on the amount that will be allowed for reimbursement for a service or procedure.

Q: Resource-based Relative Value Scale (RBRVS)

Answer: System that provides national uniform payments after adjustments across all practices throughout the country.

Q: Medicare Part B

Answer: Voluntary supplemental medical insurance to help pay for physicians’ and other medical professionals’ services, medical services, and medical-surgical supplies not covered by Medicare Part A.

Q: Petty Cash Fund

Answer: A small amount of cash available for expenses such as postage, parking fees, small contributions, emergency supplies, and miscellaneous small items.

Q: Disbursement

Answer: The record of the funds distributed to specific expense accounts.

Q: Daily Journal

Answer: A chronological record of bills received, bills paid, and payments and reimbursements received.

Q: Day Sheet

Answer: A daily record of financial transactions and services rendered.

Q: End-of-day Summary

Answer: Document consisting of proof of posting sections, month-to-date accounts receivable proof, and year-to-date accounts receivable proof.

Q: Single-entry System

Answer: A method of bookkeeping that relies on a one-sided accounting entry to maintain financial information.

Q: General Journal

Answer: Document where transactions are entered.

Q: Double-entry bookkeeping

Answer: A system in which every entry to an account requires an opposite entry to a different account.

Q: Subsidiary Journals

Answer: A document where transactions are summarized and later recorded in a general ledger.

Q: Invoice

Answer: A document that describes items purchased or services rendered and shows the amount due.

Q: Assets

Answer: The properties owned by a business.

Q: Equities

Answer: What is left of assets after creditors’ liabilities have been subtracted.

Q: Liabilities

Answer: The equity of those to whom money is owed (creditors).

Q: First-class Mail

Answer: Sealed or unsealed typed or handwritten material, including letters, postal cards, postcards, and business reply mail.

Q: Priority Mail

Answer: First-class mail weighing more than 13 ounces.

Q: Standard Mail

Answer: Mail that includes advertising, promotional, directory, or editorial material, or any combination of such material.

Q: Insured Mail

Answer: Mail that has insurance coverage against loss or damage.

Q: Registered Mail

Answer: Mail of all classes protected by registering and requesting evidence of its delivery.

Q: Packing Slip

Answer: A list of items in a package.

Q: Terminal Numbering System

Answer: Assigning consecutive numbers to patients while separating the digits in the number into groups of twos or threes.