Medical Office Assistant


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Medical Office Assistant

Course Hours: 
Course Type: 
Mentor Supported
  • Description
  • Objectives
  • Outline
  • Materials
  • Certification
  • Approvals
  • System Requirements
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Would you like to know more about the role of medical assistants? Are you interested in what medical assistant duties involve? Also known as a medical administrative assistant or medical assistants, a medical office assistant performs a wide range of duties that are imperative to the smooth operation of a variety of medical offices. Medical office assistant duties can include updating patient files, filling out insurance forms, coordinating laboratory services, answering phones, ordering and maintaining medical supplies and equipment, and more. As the healthcare industry continues to expand, so does the need for medical office assistants. Many doctor's offices have come to rely on the work of a medical administrative assistant who performs a number of important medical office assistant duties.

Prerequisite(s): None

After completing this course, you should be able to:

  • Identify the role of medical office assistant professional
  • Recall the steps for managing patient records
  • Recognize the standards for professional oral and written communication
  • List the steps for managing various office financials
  • Define the requirements for basic office management

Medical Office Assistant Module 1
Professional and Career Responsibilities

  • Customer Service
  • Employment Opportunities
  • Job Responsibilities
  • Understanding Emotional Work-Related Problems
  • Professionalism
  • Licensure
  • Certification
  • Health Care Reform
  • History of Health Care
  • Changes in Health Care
  • Today’s Health Care Delivery System
  • Medical Practice Setting
  • Physician Specialist

Medical Office Assistant Module 2
Ethics and Communications

  • Medical Ethics
  • Medical Etiquette
  • HIPAA 1996
  • Confidentiality
  • Medical Professional Liability
  • Criminal and Civil Law
  • Litigation Prevention
  • Essential Communication
  • Methods of Communication
  • Professional Communication 

Medical Office Assistant Module 3
Reception and Telephone Procedures

  • Office Receptionist
  • Opening the Medical Office
  • Processing Patients
  • Office Safety and Emergency Preparedness
  • Closing the Medical Office
  • Telephone Communication
  • Telephone Equipment & Services
  • Telephone Policies & Procedures
  • Telephone Reference Aids

Medical Office Assistant Module 4
Appointments and Filing Procedures

  • Scheduling Appointments
  • Scheduling Tips & Types of Appointments
  • Appointment Reminder Systems
  • Appointment Reference Sheet
  • Commercial Filing Systems
  • Electronic Filing Systems
  • Paper-Based Filing System
  • Filing Equipment, Supplies, & Their Uses
  • Charge-Out & Control Systems
  • Filing Documents in Patient Records
  • Record Retention & Storage
  • Destroying Documents

Medical Office Assistant Module 5
Medical, Drug, and Prescription Records

  • Patients’ Medical Records
  • Medical Record Systems
  • Recordkeeping
  • Documentation Guidelines
  • Correcting a Medical Record
  • Audit of Medical Records
  • History of Drug Laws
  • Drug Names & References
  • Understanding Prescriptions
  • Control & Storage of Drugs

Medical Office Assistant Module 6
Written Communication

  • Letter Standards, Styles & Components
  • Composing Letters
  • Corrections in Business Correspondence
  • Envelope Enclosures
  • Medical Transcription
  • Processing Mail
  • Electronic Correspondence
  • Supplies & Equipment
  • Handling Incoming & Outgoing Mail
  • Managing Office Mail
  • Electronic Mail

Medical Office Assistant Module 7

  • Revenue Cycle
  • Fee Schedules
  • Patient Billing
  • Receiving Insurance Payment
  • History of Credit
  • Credit & Collection Laws
  • Checks & Bank Deposits
  • Checkbook Management
  • Bank Statements

Medical Office Assistant Module 8
Bookkeeping and Coding

  • Patient Accounts
  • Daysheet
  • Accounts Receivable Control
  • Cash Funds
  • Procedure Coding
  • Coding Terminology
  • Diagnostic Coding Using ICD-10-CM
  • ICD-10-CM Codebook
  • Chapter-Specific Coding Guidelines

Medical Office Assistant Module 9
Health Insurance Systems and Office Responsibilities

  • Third-Party Payers
  • Insurance Plans & Programs
  • Handling Insurance Claims
  • Claims Submission & Time Limits
  • Office Guidebooks
  • Employer Responsibilities
  • Facility Oversight
  • Office Supplies
  • Business Travel

Medical Office Assistant Module 10
Financial Management

  • Managing the Office
  • Medical Practices
  • Computerized Financial Management
  • Analyzing Practice Productivity
  • Accounts Payable
  • Payroll
  • Seeking a Position as an Administrative Medical Assistant

**Outlines are subject to change, as courses and materials are updated.**

Ed4Career is committed to being both environmentally conscious and making it easier for you to study! We’re making your education mobile! All of our textbooks are now provided as eTextbooks. You can access them on your laptop, tablet, or mobile device and can study anytime, anywhere.

The move away from physical books to eTextbooks means you get the latest, most up-to-date version available. This also makes your training more accessible, so you can study anywhere you have your phone or tablet. The best part is that all materials are included in your training cost so there are NO extra fees for books!

Upon successful completion of our Medical Office Assistant course, students will be prepared for an entry-level position in a medical office setting and will be prepared to sit for the NHA national certification exam to become a Certified Medical Administrative Assistant (CMAA).

**Certification exams are not included in the cost of the course.**

 International Association for Continuing Education and Training (IACET)

Ed4Career has been approved as an Accredited Provider by the International Association for Continuing Education and Training (IACET). In obtaining this accreditation, Ed4Career has demonstrated that it complies with the ANSI/IACET Standard which is recognized internationally as a standard of good practice. As a result of the Accredited Provider status, Ed4Career is authorized to offer IACET CEUs for courses and programs that qualify under the ANSI/IACET Standard.

The Continuing Education Unit (CEU) was created by IACET as a measurement of continuing education. One (1) IACET CEU is equal to ten (10) contact hours of participation in an organized continuing education experience under responsible sponsorship, capable direction, and qualified instruction. Under IACET's care, the IACET CEU has evolved from a quantitative measure to a hallmark of quality training and instruction. For more information on IACET, visit

Internet Connection

  • Broadband or High-Speed - DSL, Cable, and Wireless Connections

*Dial-Up internet connections will result in a diminished online experience. Classroom pages may load slowly and viewing large audio and video files may not be possible.

Hardware Requirements

  • Processor - 2GHz Processor or Higher
  • Memory - 1 GB RAM Minimum Recommended


PC Software Requirements

  • Operating Systems - Windows 7 or higher
  • Microsoft Office 2013 or higher. Also, you could use a general Word Processing application to save and open Microsoft Office formats (.doc, .docx, .xls, .xlsx, .ppt, .pptx)
  • Internet Browsers - Google Chrome is highly recommended
    • Cookies MUST be enabled
    • Pop-ups MUST be allowed (Pop-up Blocker disabled)
  • The Kindle Reader App or VitalSource Bookshelf App are needed for many of our courses (No special equipment needed. This can be downloaded for FREE onto your computer.)
  • PowerPoint Viewer (if you do not have PowerPoint)
  • Adobe PDF Reader
  • QuickTime, Windows Media Player &/or Real Player


MAC Software Requirements

  • Operating Systems - Mac OS x 10 or higher with Windows
  • Mac office programs or a Word Processing application to save and open Microsoft Office formats (.doc, .docx, .xls, .xlsx, .ppt, .pptx)
  • Internet Browsers- Google Chrome is highly recommended
    • Cookies MUST be enabled
    • Pop-ups MUST be allowed (Pop-up Blocker disabled)
  • The Kindle Reader App or VitalSource Bookshelf App are needed for many of our courses (No special equipment needed. This can be downloaded for FREE onto your computer.)
  • PowerPoint Viewer (if you do not have PowerPoint)
  • Adobe PDF Reader
  • Apple QuickTime Media Player


Click on the school name below for purchasing info:

900 West Orman Avenue
Pueblo, CO 81004
United States
Phone: 727-824-7800 ext. 8

This course is also available at the following school:

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