DACUM Research Chart for Medical Office Assistant - CA-HWI

DACUM Research Chart for Medical Office AssistantADutiesTasksConduct Phone Triage A-1 Answer phone calls A-2 Take detailed messages A-3 Sort phone messages byurgencyA-4 Dispatch phone calls tocorrect personA-5 Schedule patientappointmentsA-6 Maintain patientconfidentialityA-7 Document phone call A-8 Follow-through withphone calls (i.e., make sureconcerns are addressed)A-9 Call patients withinstructions/appointmentsA-10 Return patient phonecallsA-11 Call pharmacy to fillpatient prescriptionsA-12 Page physicians asneededBPrepare PatientAppointment ScheduleB-1 Print out dailyappointment scheduleB-2 Prepare patientappointment list by timeB-3 Compare patientappointment time vs. "walkins"B-4 Sort charts byapp9ointment timeB-5 "Fit in" walk-in patientsinto appointment scheduleB-6 Call patient to exam roomby scheduleCPrepare Patient ChartsC-1 Have patient completepersonal information sheetC-2 Copy insurance/Medi-Calor Medicare careC-3 Verify eligibility ofinsurance/Medi-Cal/MedicareC-4 Assign patient an accountnumberC-5 Input patient informationinto computerC-6 Create patient chart C-7 Insert charge ticket(superbill) in front of chartC-8 Complete patientinformation on "superbill"C-9 Collect patient's "copayment"or feeC-10 Place chart in rack/trayto be processed by M.A.DConduct PatientAppointment TriageD-1 Check schedule forappointment timeD-2 Verify patient data forcurrent informationD-3 Verify insurance data D-4 Prepare patient chart ofM.D./N.P./M.A.D-5 Verify previous labreportsD-6 Review referral follow-up D-7 Call patient into room D-8 Obtain patient height andweightD-9 Take patients bloodpressureD-10 Take patients pulse andrespirationsD-11 Take patient'stemperatureD-12 Ask patient for chiefcomplaintD-13 Ask patient about currentmeds/dosagesD-14 Ask patient about anyadditional forms that need tobe completed