31516340Patient Relations/Practice Management
Course Information
Description
Provides a study of front office management techniques including telephone and appointment book management, filing, recall systems, bookkeeping and insurance claim processing. This is a hybrid course that meets weekly for 1 hour classroom and 1 hour online.
Total Credits
2

Course Competencies
  1. Identify proper telephone techniques
    Assessment Strategies
    Graded written discussion board post, Role Play and/or Scenario Response
    Criteria
    Describe how to answer the telephone in a professional manner
    Describe the qualities of an effective, professional outgoing phone call
    Describe the process to manage calls utilizing screening guidelines set forth by your instructor

  2. Manage an effective appointment book/system
    Assessment Strategies
    Graded written discussion board post, Exam
    Criteria
    Determine if the patient is a new or existing patient to the office
    Schedule the appointment with the time necessary to meet the patient’s needs
    Schedule the appointments to meet the doctor’s needs
    Gather all the information from the patient necessary for the office to be prepared for the appointment

  3. Compare applicable filing and recall systems
    Assessment Strategies
    Graded written discussion board post, Exam
    Criteria
    Evaluate color coding systems
    Apply filing alphabetical rules
    Describe common elements of computerized systems used for file management and patient data
    Evaluate various recall systems

  4. Process various bookkeeping procedures
    Assessment Strategies
    Graded written discussion board post, Exam
    Criteria
    Process patient payments utilizing the one-write system
    Identify collection strategies
    Reconcile a bank statement
    Prepare lab invoices accurately
    Explain the role of computers when performing bookkeeping tasks

  5. Process insurance claim forms
    Assessment Strategies
    Written Product, Exam
    Criteria
    Complete a variety of insurance forms accurately
    Determine how to verify patient coverage with applicable insurance carrier
    Use appropriate CPT and ICD-10 codes when completing insurance forms

  6. Identify professional office ethics and conduct
    Assessment Strategies
    Graded written discussion board post, Exam
    Criteria
    Define professional and ethical behavior
    Acknowledge that all patient conversations and records are considered confidential
    Recognize the professional limitations of a technician

  7. Evaluate the necessary components of an office procedure manual
    Assessment Strategies
    Graded written discussion board post, Exam
    Criteria
    Identify components of an office procedure manual
    Evaluate reasons to create an office procedure manual

  8. Identify skills needed to work in our diverse communities
    Assessment Strategies
    Self-reflection, Essay, Graded written discussion board post, Exam
    Criteria
    Define skills necessary to provide professional eye care
    Acknowledge that all patients have specific needs
    Recognize the professional requirements of a technician
    Summarize patient population differences
    Summarize cultural variations and needs
    Summarize workplace expectations to meet the needs of all patients