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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
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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
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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
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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
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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
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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
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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
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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