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Welcome & Orientation: Welcome!, Welcome to ACMSO Advanced Medical Scribe & Administrative Assistant Training! |
• Navigate the training platform and support resources;
• Understand program goals, pacing, and assessment methods;
• Review school policies and enrollment agreements;
• Set expectations for live webinars, clinical cases, and exams. |
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CH 1. Wk 1 Advanced Medical Note Taking: Weekly Live Exam Review Webinar, Primary Responsibilities of a Medical Scribe, Preparing for a Career as a Medical Scribe, Advanced Overview of SOAP Note, Guide to Obtaining Patient History, Example H&P Admission Write-Up, Interviewing and Patient Communication Case Practice, Advanced Review of History of Present Illness, History of Present Illness Practice Case, Medical Note Writing Certification Exam, Review of Past Medical History, Application of Other Past History, Review of Systems Application Case, ROS Practice Patient Case, Vital Signs Application Case, Complete Physical Exam Checklist, Pocket Guide for History and Physical Exam, Lab Values |
• Master SOAP-note structure and advanced H&P documentation;
• Conduct patient interviews to accurately capture HPI, PMH, ROS, vital signs, and lab values;
• Apply physical-exam checklists and pocket guides in real-time;
• Demonstrate proficiency in writing admission H&Ps and complex histories;
• Pass the Medical Note Writing Certification Exam. |
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CH 2. Wk 1 Medical Terminology Certification: Overview of Medical Terminology, Common Medical Abbreviations, Common Medical Terms, Medical Scribe Terminology Certification Exam |
• Decode and apply standardized medical prefixes, roots, and suffixes;
• Use and interpret common abbreviations and terms in clinical documentation;
• Prepare for and pass the Medical Terminology Certification Exam. |
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CH 3. Wk 1 Anatomy and Physiology Certification: Part 1: Advanced Review of Anatomy & Physiology, Part 2: Advanced Review of Anatomy & Physiology, Part 3: Advanced Review of Anatomy & Physiology, Anatomy and Physiology Scribe Certification Exam, Advanced Anatomy Review with Pathological Variants, Managing Patient Data and Advocacy Practices |
• Identify and describe anatomical structures and physiological processes in three modular reviews;
• Recognize pathological variants and their clinical implications;
• Manage patient data with anatomical accuracy and advocate for patient safety;
• Pass the Anatomy & Physiology Scribe Certification Exam. |
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CH 4. Wk 1 HIPAA and Patient Safety Certification: HIPAA and Patient Safety Review, HIPAA and Patient Safety Certification Exam |
• Apply HIPAA privacy and security rules in scribe workflows;
• Demonstrate patient-safety best practices in documentation;
• Achieve certification in HIPAA and Patient Safety protocols. |
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CH 5. Wk 1 10 Patient Cases: Case 1: Abdominal Mass, Case 2: Abdominal Pain, Case 3: Abnormal Lipids, Case 4: Abnormal Pulses, Case 5: Abnormal Stature, Case 6: Acute Kidney Injury, Case 7: Amenorrhea, Case 8: Animal Bites, Case 9: Antepartum Care, Case 10: Anxiety |
• Accurately transcribe clinician-patient exchanges across diverse presentations;
• Apply advanced note-taking to abdominal, endocrine, trauma, obstetric, and mental-health cases;
• Adapt to varied specialty-specific terminology. |
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CH 6. Wk 1 20 Patient Cases: Case 11: Bleeding and Bruising, Case 12: Blood Glucose Concerns, Case 13: Blood Pressure Concerns, Case 14: Breast Cancer, Case 15: Cardiac Arrest, Case 16: White Blood Cell Abnormalities, Case 17: Child and Elder Abuse, Case 18: Electrolyte Disturbances, Case 19: Failure to Thrive, Case 20: Coma, Head Trauma, & Brain Death |
• Document acute and chronic presentations including hematology, oncology, pediatrics, and critical-care scenarios;
• Ensure accuracy in high-stakes cases like cardiac arrest and brain death;
• Maintain professional sensitivity in abuse and pediatric emergencies. |
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CH 7. Wk 1 30 Patient Cases: Case 21: Falls, Case 22: Constipation, Case 23: Contraception, Case 24: Fatigue, Case 25: Fever & Rash in Children, Case 26: Fractures & Dislocations, Case 27: Cough, Case 28: Gait Disturbance & Movement Disorders, Case 29: Generalized Pain & Neuropathic Pain, Case 30: Genetic Concerns |
• Capture musculoskeletal, neurological, and pediatric dermatology findings;
• Transcribe reproductive-health, gait, pain, and genetic-counseling encounters;
• Use specialized terminology for fractures and neuropathic conditions. |
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CH 8. Wk 1 40 Patient Cases: Case 31: Crying, Fussy Child, Case 32: GI Bleed, Case 33: Dementia and Delirium, Case 34: Gynecomastia & Galactorrhea, Case 35: Headache, Case 36: Depression, Case 37: Developmental Delay, Case 38: Health Maintenance, Case 39: Diarrhea, Case 40: Hearing Loss & Deafness |
• Document pediatric distress, GI emergencies, geriatric cognitive disorders, and endocrine conditions;
• Accurately note psychiatric, developmental, preventive-health, and ENT findings;
• Maintain clarity and completeness across 40 varied clinical scenarios. |
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CH 9. Wk 1 50 Patient Cases: Patient Case 41: Heart Murmur, Case 42: Dizziness, Case 43: Hematuria, Case 44: Drowning, Case 45: Hemiplegia, Case 46: Dysmenorrhea, Case 47: Hemoptysis, Case 48: Dysphagia and Dysphonia, Case 49: Hirsutism, Case 50: Hypercoagulability |
• Transcribe cardiology, neurology, urology, pulmonary, and endocrine presentations;
• Apply precision in life-threatening and complex internal-medicine cases;
• Ensure documentation quality under emergent conditions. |
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CH 10. Wk 2 60 Patient Cases: Patient Case 51: Infant Hypotonia, Case 52: Dyspnea, Case 53: Dysuria, Case 54: Edema, Case 55: Childhood Communicable Diseases, Case 56: Immunizations, Case 57: Inattention, Hyperactivity, and Impulsivity, Case 58: Incontinence, Case 59: Infertility, Case 60: Jaundice |
• Record neonatal, pediatric infectious, and developmental-behavioral assessments;
• Document adult-medicine urologic, respiratory, and hepatobiliary conditions;
• Integrate immunization and public-health data. |
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CH 11. Wk 2 70 Patient Cases: Patient Case 61: Joint Pain, Case 62: Laceration, Case 63: Lumps and New Cancer Diagnosis, Case 64: Menopause, Case 65: Neck Mass and Thyroid, Case 66: Newborn Assessment, Case 67: Numbness and Sensory Alteration, Case 68: Obesity, Case 69: Pallor and Plethora, Case 70: Palpitations |
• Transcribe musculoskeletal, oncology, endocrine, and newborn-assessment visits;
• Capture surgical-wound and emergency-care details;
• Note cardiovascular and hematologic presentations with accuracy. |
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CH 12. Wk 2 80 Patient Cases: Patient Case 71: Pediatric Emergency, Case 72: Pelvic Pain, Case 73: Personality Disorders, Case 74: Pleural Effusion, Case 75: Pruritus, Case 76: Psychosis, Case 77: Scrotal Disorders, Case 78: Seizures, Case 79: Sexual Concerns, Case 80: Skin Lesions |
• Document high-acuity pediatric emergencies, psychiatric, and gynecologic complaints;
• Transcribe pulmonary, neurologic, dermatologic, and urologic cases;
• Maintain clinical clarity under emergency conditions. |
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CH 13. Wk 2 90 Patient Cases: Patient Case 81: Skin Wounds, Case 82: Sleep Disturbances, Case 83: Substance Use, Case 84: Syncope, Case 85: Temperature Regulation Concerns, Case 86: Upper Respiratory Symptoms, Case 87: Vaginal Bleeding in Non-Pregnant Women, Case 88: Vaginal Bleeding in Pregnant Women, Case 89: Vaginal Discharge, Case 90: Visual Disturbance, Patient Case 91: Vomiting, Patient Case 92: Weakness, Patient Case 93: Weight Loss and Eating Disorders |
• Accurately chart dermatologic injuries, sleep, addiction, and syncope evaluations;
• Capture ENT, OB/GYN, gastroenterology, and neuromuscular presentations;
• Synthesize multi-system findings into coherent progress notes. |
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CH 14. Wk 2 Emergency and Urgent Care Scribe Certification: Advanced Urgent Care Scribe Review, Advanced Emergency Medicine Scribe Review, Advanced Emergency Medicine Review – Skim this lesson, Advanced Urgent Care Medicine Review, Advanced Urgent Care Medicine Review PDF Link, Emergency Medicine Scribe Certification Exam, Advanced Urgent Care Scribe Certification Exam |
• Compare urgent-care vs. emergency-medicine workflows and protocols;
• Transcribe rapid-fire documentation under high-pressure settings;
• Complete both Emergency Medicine and Urgent Care Scribe Certification Exams. |
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CH 15. Wk 2 Family Medicine and Ob/Gyn Scribe Certification: Advanced Family Medicine and Outpatient Medicine Review, Advanced Family Medicine Review – Skim this lesson, Outpatient and Family Medicine Scribe Certification, Advanced Review of Reproductive Disease – Skim this lesson, Ob/Gyn Note Cheat Sheet, Ob/Gyn Scribe Certification |
• Document longitudinal outpatient and family-medicine encounters;
• Apply reproductive-health and OB/GYN note templates;
• Pass Family Medicine and Ob/Gyn Scribe Certification Exams. |
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CH 16. Wk 2 Cardiology and Pulmonology Scribe Certification: Cardiology Scribe Training, Advanced Review of Cardiac Disease – Skim this lesson, Cardiology Scribe Certification, Pulmonology Scribe Guide, Advanced Review of Lung Disease – Skim this lesson, Pulmonology SOAP Templates, Pulmonology and Critical Care Diagnosis/Plan Cheatsheet, Pulmonology Scribe Certification Exam |
• Transcribe cardiac- and pulmonary-medicine histories, exams, and plans;
• Use specialty-specific SOAP templates and cheatsheets;
• Achieve Cardiology and Pulmonology Scribe Certification. |
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CH 17. Wk 2 Endocrinology and Rheumatology Scribe Certification: Endocrinology Scribe Training, Advanced Review of Endocrine Disease – Skim this lesson, Endocrinology Diagnosis and Plan Cheatsheet, Endocrinology Note Examples, Advanced Review of Rheum Diseases – Skim this lesson, Endocrinology and Rheumatology Scribe Certification Exam |
• Document endocrine and rheumatologic assessments with appropriate terminology;
• Apply diagnosis-plan cheatsheets and note examples;
• Pass Endocrinology & Rheumatology Scribe Certification Exam. |
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CH 18. Wk 2 Neurology and Ophthalmology Scribe Certification: Advanced Ophthalmology Scribe Overview, Advanced Review of Ophthalmic Disease – Skim this lesson, Common Neurologic Problems, Advanced Review of Neurologic Disease – Skim this lesson, Ophthalmology and Neurology Scribe Certification |
• Transcribe neuro- and ophthalmic histories, exams, and specialized findings;
• Apply condition-specific note structures;
• Complete Neurology & Ophthalmology Scribe Certification. |
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CH 19. Wk 3 Gastroenterology and Nephrology/Dialysis Scribe Certification: Advanced Review of Nephrology, Advanced Review of Renal Disease – Skim this lesson, Advanced Review of Gastrointestinal Disease – Skim this lesson, Most Common GI Problems – Surgery, Medicine, and Outpatient, Gastroenterology Assistant – Scribe Assistant Certification Exam, Nephrology Assistant Scribe Certification Exam |
• Document GI and renal assessments across inpatient, outpatient, and dialysis settings;
• Recognize key surgical and medical interventions;
• Pass Gastroenterology and Nephrology Scribe Certification Exams. |
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CH 20. Wk 3 Hematology and Oncology Scribe Certification: Review of Hematology and Oncology, Advanced Review of Hematologic Disease – Skim this lesson, Advanced Review of Oncologic Disease – Skim this lesson, Hematology and Oncology Scribe Certification Exam |
• Transcribe complex hematologic and oncologic case notes;
• Note chemotherapy, radiation, and long-term monitoring plans;
• Achieve Hematology & Oncology Scribe Certification. |
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CH 21. Wk 3 Surgery and Orthopedic Scribe Review: Advanced Review of Orthopedic Surgery – Skim this lesson, Advanced Review of Surgery – Skim this lesson |
• Document pre-op, intra-op, and post-op findings in surgical and orthopedic cases;
• Apply surgical documentation standards and templates. |
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CH 22. Wk 3 Psychiatry, Plastic Surgery, Dermatology Scribe Review: Advanced Review of Psychiatric Diseases – Skim this lesson, Advanced Review of Plastic and Reconstructive Surgery – Skim this lesson, Advanced Review of Dermatologic Disease – Skim this lesson |
• Transcribe psychiatric evaluations, plastic-surgery consults, and dermatology exams;
• Use condition-specific templates and note structures. |
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CH 23. Wk 3 Electronic Medical Record Review: Inpatient Epic Overview Parts 1–3, Inpatient Epic Workflow Tips, Inpatient Epic Quick Chart Search, Epic ED Note Taking, Epic ED SmartPhrases, EPIC Ambulatory New Patient Visit, Epic Ambulatory Note, EPIC Ambulatory Summary, Epic Building a Note Template, Epic Smart Phrase Overview, Epic Smart Phrases and Copying, Epic Smartphrase Examples, Epic Comprehensive Smartphrase List, Cerner Certification Overview, Cerner Advanced Review Reference Guide, Cerner General Overview and Structure, Cerner Note Documentation, Cerner Complete Note Overview, Cerner Autotext, Cerner – Autotext Dynamic Documentation, Cerner Medication Reconciliation, Cerner Order Entry, Cerner Eprescribing and Printing Prescriptions, Cerner Inpatient – Medication, Cerner – Message Center, Cerner Patient Scheduling, Cerner Outpatient Workflow, Cerner Outpatient – Pre-Registering a Patient, Cerner Outpatient – Visit, Cerner ED Workflow Parts 1–3, Cerner Advanced ED Charting Workflow, Cerner Inpatient – Admission, Cerner Inpatient – Medications Given and Scheduled View, Cerner Inpatient – Discharge, Cerner – Documentation and Billing, Cerner Workflow Summary Guide, Meditech Expanse – Chart Walkthrough, Meditech Expanse – Documentation Overview Parts 1 & 2, Meditech Expanse – Admission, Meditech Expanse – Reviewing Historical Data, Meditech Expanse – Chart Review, Meditech Expanse – Documenting, Meditech Expanse – Order Entry, Meditech Expanse – Discharge, Meditech ED – WebED Walkthrough, Meditech ED – Simple Note, Meditech ED – Formatted Phrases, CPSI – Overview, CPSI – Chartlink Basics, Allscripts Overview, Allscripts Outpatient Visit, Allscripts Outpatient Note, Medhost EHR Demo, Medhost ED: EDIS Walkthrough Parts 1–2, Netsmart Avatar Tutorial, Netsmart Homecare Tutorial, AthenaHealth Homepage/Dashboard, Athena – Patient Charting, Athena – Problem List, Athena – Medication Tab, Athena – Results Review, Athena – Past Visits, Athena – Smartphrase “Macros”, Athena – Premade Smartphrases/Macros, Athena – Customizing Smartphrases/Macros, Athena – Intake, Athena – Chart Review, Athena – HPI, ROS & PE, Athena – Assessment & Plan |
• Navigate multiple leading EHR platforms (Epic, Cerner, Meditech, CPSI, Allscripts, Medhost, Netsmart, AthenaHealth);
• Build and customize note templates, smartphrases, and workflows;
• Execute medication reconciliation, order entry, scheduling, and billing tasks;
• Troubleshoot and optimize EHR usage for inpatient, ED, and ambulatory settings;
• Certify in Cerner and Epic core functionalities. |
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CH 25. Wk 3 Review of Emergency and Urgent Care Scribing: Advanced Urgent Care Scribe Review, Advanced Emergency Medicine Scribe Review, Overview of Common Emergency Skill Sets and Workflow Protocols, Structuring HPI and Documenting Emergency Diagnoses, Integrated Patient Cases for Clinical Medical Scribes, Emergency Medicine Scribe Certification Exam |
• Reinforce emergency-care documentation standards;
• Structure rapid HPI and chart emergency diagnoses;
• Integrate key cases and pass Emergency Medicine Scribe Certification. |
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CH 26. Wk 3 Review of Family Medicine and Outpatient Scribing: Managing Chronic Conditions in Family Medicine, Documentation Standards in Outpatient Settings, Advanced Outpatient Medicine Review and SOAP Templates, Optimization of Patient Communication and History Retrieval, Integrated Patient Cases for Clinical Medical Scribes, Family Medicine and Outpatient Certification Exam |
• Consolidate outpatient-care documentation best practices;
• Use SOAP templates for chronic-care management and patient-centered communication;
• Complete Family Medicine & Outpatient Scribe Certification. |
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CH 27. Wk 3 Review of OB/GYN Scribing: Reproductive Health Documentation Essentials, Advanced Review of Obstetrical and Gynecological Disease Documentation, OB/GYN Note Templates and Reference Sheets, Best Practices for Antepartum Reporting and High-Risk Pregnancy Cases, Integrated Patient Cases for Clinical Medical Scribes, OB/GYN Scribe Certification Exam |
• Solidify OB/GYN documentation techniques for normal-risk and high-risk pregnancies;
• Apply standardized note templates and reference sheets;
• Pass the OB/GYN Scribe Certification Exam. |
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CH 28. Wk 4 Review of Cardiology and Pulmonology Scribing: Advanced Cardiology Documentation Standards and Templates, Pulmonology SOAP Templates and Diagnosis/Plan Guides, Recognizing and Documenting Cardiac Pathologies and Pulmonary Function Test Interpretation, Integrated Patient Cases: Key Topics, Final Assessment: Cardiology and Pulmonology Scribe Certification Exam |
• Reinforce cardiopulmonary note accuracy using specialty templates;
• Interpret PFT data and cardiac-pathology descriptors;
• Achieve final Cardiology & Pulmonology Scribe Certification. |
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CH 29. Wk 4 Review of Neurology and Ophthalmology Scribing: Neurological Assessment and Key Documentation Practices, Advanced Overview of Ophthalmic Conditions and Procedures, Documentation Challenges for Neurological Conditions and Common Ophthalmic Disorders, Integrated Patient Cases: Neurological and Sensory Disorders, Neurology and Ophthalmology Scribe Certification Exam |
• Master neuro- and ophthalmic exam note conventions and challenges;
• Use integrated case studies to refine transcription speed and quality;
• Pass Neurology & Ophthalmology Scribe Certification. |
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CH 30. Wk 4 Review of Gastroenterology and Nephrology Scribing: Advanced Review of Gastrointestinal and Renal Disease Documentation, Documentation of Common GI and Nephrology Scenarios, GI Symptoms Assessment and Renal Function Documentation, Integrated Patient Cases: Gastrointestinal and Renal Disorders, Final Assessment: Gastroenterology and Nephrology Scribe Certification Exam |
• Reinforce GI and renal documentation best practices;
• Transcribe integrated GI/GU cases with lab and imaging correlations;
• Pass Gastroenterology & Nephrology Scribe Certification. |
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CH 31. Wk 4 Review of Endocrinology and Rheumatology Scribing: Endocrine Disease Documentation: Type 2 Diabetes and Thyroid Disorders, Rheumatological Conditions and Workflow Practices, Chronic Pain and Autoimmune Disease Documentation, Integrated Patient Cases: Fatigue, Joint Pain, and Hormonal Disorders, Final Assessment: Endocrinology and Rheumatology Scribe Certification Exam |
• Reinforce endocrine and rheumatology note accuracy, including diabetes and autoimmune protocols;
• Apply chronic-pain documentation standards;
• Achieve Endocrinology & Rheumatology Scribe Certification. |
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CH 32. Wk 4 Review of Hematology and Oncology Scribing: Oncology and Hematology Documentation Practices, Patient Monitoring and Long-Term Treatment Documentation, Chemotherapy and Radiation Notes, Integrated Patient Cases: Hemoptysis, Lymphomas, and Breast Cancer, Final Assessment: Hematology and Oncology Scribe Certification Exam |
• Refine oncologic and hematologic documentation for acute and long-term care;
• Transcribe chemo/radiation treatment plans;
• Pass Hematology & Oncology Scribe Certification. |
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CH 33. Wk 4 Review of Psychiatry Scribing: Behavioral Health Documentation Standards (listed twice), Substance Use Disorders Documentation Challenges, Integrated Patient Cases: Mental Health Disorders |
• Standardize behavioral-health note structures;
• Address substance-use and psychiatric comorbidity documentation;
• Apply case integrations for mental-health scribing. |
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CH 34. Wk 4 Review of Medical Scribing: Roles and Primary Responsibilities of a Medical Scribe, Legal Considerations in Medical Scribing, Career Preparation and Weekly Live Webinars |
• Clarify scribe duties, legal liabilities, and career trajectories;
• Prepare for live-webinar Q&As and career-prep exercises. |
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CH 35. Wk 4 Review of Medical Note Writing: Advanced Techniques for Writing SOAP Notes, Guide to Obtaining Accurate Patient Histories, Common Errors in Documentation and How to Avoid Them, Practice Sessions and Certification Exam Preparation |
• Polish SOAP-note refinement and history-taking accuracy;
• Identify and correct common documentation errors;
• Engage in targeted practice and exam prep. |
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CH 36. Wk 4 Review of Medical Terminology and HIPAA Certification: Core Medical Terminology and Specialty-Specific Phrases, HIPAA Guidelines for Medical Documentation |
• Revisit critical terminology across specialties;
• Reinforce HIPAA compliance in all documentation. |
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Week 4: Competency Exam: Advanced Medical Scribe Competency Exam (25 Questions) |
• Demonstrate end-to-end mastery of medical-scribe concepts and tools;
• Achieve passing score on a 25-question competency exam. |
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OPTIONAL (CMAA ONLY) CH 37 Foundations of Excellence in Healthcare Administration:Defining the CMAA’s Role in Modern Healthcare, Ethical Decision-Making and Professional Integrity in Administration, Adapting to Evolving Healthcare Models, Advanced Concepts in Healthcare Team Coordination, Leveraging Emotional Intelligence for Administrative Leadership, Healthcare Law and Policy Impact on Administration, Patient Confidentiality Beyond HIPAA, Cultural Intelligence in Patient and Team Interactions, Setting Standards for Administrative Excellence Using Key Metrics, Building a CMAA Career Framework for Leadership and Specialization |
• Grasp the CMAA scope, ethics, and emerging healthcare-administration models;
• Coordinate multidisciplinary teams with EQ and cultural intelligence;
• Use metrics to drive administrative excellence and career advancement. |
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CH 38 Mastering Medical Terminology and Documentation: Core Medical Word Structures with Advanced Applications, Terminology in Multispecialty and Subspecialty Practices, Medical Slang Versus Professional Terminology, Understanding Terminology for Advanced Diagnostic Imaging, Integrating Lab Values in Clinical Correspondence, Terminology Challenges in Emergency and Trauma Settings, Terminology for Complex Medication Regimens, Leveraging Terminology for Cross-Disciplinary Communication, Common Terminological Errors and Their Impacts on Practice, Adapting Terminology for Telehealth and Virtual Care, Advanced Abbreviations and Shortcodes for Faster Workflow, Terminology for Emerging Technologies and Procedures, Documenting and Simplifying Terminology for Patients, Creating Accurate Glossaries or Cheat Sheets for Staff, Examining the Relationship Between Terminology, Coding, and Compliance |
• Expand mastery of advanced and subspecialty terminology;
• Differentiate slang vs. professional jargon in urgent and trauma contexts;
• Integrate imaging, lab, and medication-regimen terms into clear documentation;
• Build glossaries and cheat sheets to support telehealth, coding compliance, and cross-discipline teams. |
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CH 39 Advanced Office Management and Practice Operations: Implementing Practice-Wide Workflow Optimization, Strategic Appointment Scheduling, Using Project Management Principles in Medical Administration, Mastering Front Office Operations in High-Stakes Practices, Inventory Management and Cost Control in Medical Offices, Coordinating Multi-Stage Appointments Across Healthcare Providers, Managing Referral Pathways and Follow-Up Care, Developing SOPs (Standard Operating Procedures) for Administrative Excellence, Emergency Preparedness and Response Planning in Administrative Roles, Implementing Data Analytics for Practice Improvement, Addressing Difficult Conversations With Staff or Patients, Strategic Talent Hiring, Training, and Mentorship, Advanced CRM (Customer Relationship Management) in Healthcare Settings, Developing Leadership Presence in Administrative Professionals, Addressing Physician Time Constraints Through Admin Solutions, Office Revenue Optimization Strategies, Legal Considerations in Medical Office Management, Managing Cross-Training Initiatives for Administrative Teams, Optimizing Physical Office Layout for Workflow Improvement, Integrating CMAA Insights with Long-Term Organizational Goals |
• Design and implement SOPs for efficient front-office workflows and referral coordination;
• Apply project-management and data-analytics tools to optimize scheduling, inventory, and revenue cycles;
• Develop emergency-response and conflict-resolution protocols;
• Lead team-building, CRM integration, and physician-support initiatives;
• Align administrative operations with strategic organizational objectives. |
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CH 40 Comprehensive Electronic Health Records (EHR) System Mastery: EHR System Interfaces and Core Functionalities, Data Integrity and Accuracy in EHR Documentation, Optimizing EHR Templates for Specialty Practices, Advanced Navigation of Integrated EHR Systems, EHR Automation Tools for Administrative Productivity, Auditing EHRs for Accountability and Compliance, Managing Support Requests and EHR Troubleshooting, Role of EHR in Improving Population Health Outcomes, Secure Management of Patient Portals and Online Communication, EHR Innovations in Telehealth Administration, Creating Continuity of Care Through EHR Data Sharing, Legal Regulations and Data Privacy in EHR Systems, EHR Usability Training for Staff, Artificial Intelligence in EHR Systems, EHR System Upgrades and Transition Planning |
• Master EHR user interfaces, template customization, and integrated workflows;
• Ensure data accuracy, audit readiness, and compliance with privacy regulations;
• Leverage automation and AI tools to streamline documentation and telehealth;
• Plan system upgrades, transition strategies, and staff-training programs. |
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CH 41 Compliance and Legal Proficiency in Administration: Overview of Federal Healthcare Regulations Beyond HIPAA, Practice Liability and Risk Reduction for CMAAs, Preparing for External Audits and Site Inspections, Creating a Compliance Checklist for Daily Operations, Coding Compliance with CMS Guidelines, Responding to Compliance Violations or Data Breaches, Best Practices for Secure Documentation and Data Retention, Addressing Patient Concerns About Legal Disclosures, Role of the CMAA in Avoiding Fraudulent Practices, Compliance Risks in Specialty and Multidisciplinary Practices, Ensuring Accuracy in Pre-Authorization and Claim Validation, Managing Subpoenas and Legal Requests for Records, Patient Advocacy Versus Legal Obligations in Administration, Developing Internal Compliance Education Programs for Staff, Tracking Industry Changes in Compliance and Legal Standards |
• Interpret and apply federal regulations (Stark, Anti-Kickback, CMS) beyond HIPAA;
• Develop daily compliance checklists and breach-response protocols;
• Coordinate audit readiness, subpoena management, and fraud-avoidance strategies;
• Educate teams on evolving legal standards and advocacy roles. |
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CH 42 Advanced Medical Billing and Coding Expertise: Proactive Revenue Cycle Management (RCM), Accurate Application of CPT and ICD Coding, Medical Necessity and its Role in Claims Approval, Managing Claims Denials and Performing Root Cause Analysis, Understanding Value-Based Billing Practices, Navigating Third-Party Payer Systems and Processes, Streamlining Pre-Authorization Workflows, Overseeing Coordination of Benefits (COB), The Impact of Incorrect Billing on Patient Retention, Fraud and Abuse in Healthcare Administration, Emerging Trends in Medical Billing Systems, Error Handling in High-Volume Billing Environments, Strategic Payment Collection Tools for Patients, Maximizing Collections in Value-Based Reimbursement Models, Low-Income Patient Accommodation Through Billing Compassion, Creating Monthly Performance Reports for Administrators, Navigator Billing Roles for Large Clinics/Systems, Specialty-Specific Coding and Appeals, Enhancing Claims Submission Timing with Technology, Role of Clinical Documentation Improvement (CDI) Teams |
• Master CPT/ICD coding rules and value-based billing models;
• Optimize RCM processes: denials management, pre-auth, COB, and patient collections;
• Apply fraud-prevention tactics and compliance with CMS guidelines;
• Generate performance metrics and support CDI initiatives. |
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CH 43 Advanced Leadership and Professional Development: Building Leadership Confidence in Administrative Roles, Creating a Vision and Strategy for Administrative Teams, Balance Between Authority and Empathy as a Team Leader, Effective Listening and Communication Techniques, Navigating Interpersonal Conflicts in Healthcare Teams, Performance Review and Staff Feedback Systems, Coaching and Mentoring Future CMAA Leaders, Time Management Skills for Senior Administrative Professionals, Stress Management for CMAA Leaders, The Importance of Networking in Healthcare Administration, Understanding Organizational Structure in Large Healthcare Systems, Building Collaborative Relationships Across Departments, The Role of CMAA in Strategic Planning and Policy Making, Understanding Healthcare Economics to Improve Practice Efficiency, Public Speaking and Presentations for Administrative Leaders, Championing Diversity, Equity, and Inclusion Initiatives, Adapting Leadership Styles in Multicultural and Multigenerational Teams, Adopting Technology for Remote Leadership and Virtual Teams, Evaluating Success Using Metrics and Data Analysis, Navigating Career Advancement as a CMAA |
• Develop strategic-leadership and team-management competencies;
• Apply effective communication, conflict-resolution, and mentoring techniques;
• Lead DEI initiatives, remote teams, and policy-making efforts;
• Use metrics and healthcare-economics insights to drive organizational efficiency and personal career growth. |
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CH 44 Mastering Office Management for Excellence: Designing Efficient Patient Flow Systems, Optimizing Office Policies for Better Outcomes, Reducing Administrative Errors Through Quality Control Methods, Developing an Office Disaster Recovery Plan, Improving Call Management and Phone Etiquette Protocols, Customizing Interoffice Communication Channels, Aligning Office Goals With Patient Satisfaction Metrics, Maximizing Lobby Design and Waiting Room Experiences, Managing High-Traffic Walk-In Offices, Technology Integration to Simplify Office Tasks, Tracking Resource Spending and Optimizing Budgets, Mitigating No-Show Rates Through Proactive Communication, Designing Continuing Education for Office Administrators, Conflict Resolution Between Admin and Clinical Teams, Onboarding Physicians and Specialists into Practices, Effective Weekly and Monthly Meetings, Monitoring Physical Office Upkeep and Maintenance, Handling Terminations and Employee Turnover Positively, Aligning Office Brands With Community Outreach Projects, Office Expansion and Scalability Planning |
• Engineer patient-flow and disaster-recovery frameworks;
• Implement QC, budget-tracking, and no-show prevention strategies;
• Enhance patient experience via lobby design and call-management protocols;
• Facilitate staff onboarding, meetings, and conflict resolution;
• Plan for office growth and continuity-of-care branding. |
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CH 45 Emerging Trends and Technology in Healthcare Administration: Artificial Intelligence in Healthcare Administration, Automation Tools for Medical Administrators, Blockchain in Secure Patient Transactions, Remote Monitoring Technology and Administration’s Role, Decoding Big Data Analytics in Practice Management, Cloud Computing in Digital Healthcare Administration, Telehealth Innovations for CMAA Roles, Healthcare Policy Changes Impacting Technology Adoption, Digital Literacy Training for Administrative Staff |
• Evaluate AI and blockchain applications for secure, efficient admin workflows;
• Integrate automation, remote-monitoring, big-data analytics, and cloud-based solutions;
• Adapt to telehealth innovations and policy shifts;
• Train teams in digital literacy and emerging-tech best practices. |
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CH 46 NHA CMAA Exam Preparation and Simulation Training: Breaking Down the NHA CMAA Exam Blueprint, Time Management Techniques for Test Success, Constructing Advanced Mock Exam Scenarios, Identifying Exam Pattern Pitfalls and Common Mistakes, Final Review and Confidence Building for Exam Day |
• Analyze NHA CMAA exam structure and key content areas;
• Apply time-management and test-taking strategies;
• Engage in realistic mock scenarios and identify common errors;
• Build confidence through targeted review and practice. |
Johanne Saint-Bien – Advanced Medical Scribe
Amors Michel – Certified Advanced Clinical Medical Scribe
Diego Roncal – ED/Endo Medical Scribe
Eroj Yemi Nakarmi – Medical Scribe
Thanmai Yandrapati – Aspiring Highschol Premed
Nasiruddin Dharwad – Medical Scribe