How to develop a training manual


Assignment:

You will develop a training manual that will be utilized for training new employees (certified medical administrative assistants [CMAAs]) who join the clinic.

Physicians are hiring more CMAAs to help manage the increasing complexities of patient care and practice management, while also helping to implement cost-effectiveness and efficiency. Your responsibilities as a CMAA can be tailored to the needs of the practice. You will manage front-office functions, manage patient flow, and handle a wide range of tasks that have been discussed in the past few weeks. As a CMAA, you may convey clinical information on behalf of the physician and follow clinical protocol when speaking with patients, but you cannot exercise independent medical judgments. You will also help to optimize patient flow, enabling the physician to see more patients with efficiency, all while following your State's scope of practice and working under the supervision of a licensed physician.

The project deliverables are as follows:

• Training Manual

o Title page

Course number and name

Project name

Your name

Date

o The training manual should include the following topics:

An introduction to the health care system

The organization's structure

The process of checking patients in and out

Scheduling patients

Various community and patient resources

Processes for how to interact with patients

Health insurance plans

Financial procedures related to the policies of the organization

Clean claims

Financial procedures related to the organization's cash flow

Billing policy and procedures

Protecting patients' privacy

Accounting and bookkeeping procedures and processes

Office procedures for various forms of documentation (release of information, electronic health record)

Health Insurance Portability and Accountability Act (HIPAA) rules and regulations

HIPAA forms

Advance directives

Medical record responsibilities

Obtaining patient demographics and insurance information

Receive, triage, and route phone calls

Review records for medical necessity

Release of information guidelines

Risk Management

You will add a final section to your training manual that will be utilized for training new employees (CMAAs) who join the clinic.

As a CMAA in a clinic, you are responsible for ensuring that job performance is in compliance with regulatory agency guidelines. There are many areas of compliance that a CMAA should be familiar with: financial risk, local and state regulations, Occupational Safety and Health

Administration (OSHA), transmission and release of information, HIPAA guidelines, patient care procedures, and prevention of medical errors.

You will add the following topics to your training manual:

• Identify and discuss 3 compliance risks.

• Indicate the consequences of not meeting these requirements.

o Add a conclusion that should include the guidelines or policies that should have been followed to prevent this infraction.

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