MDAA101 - Portfolio Project Directions and Rubric
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MDAA101 – Introduction to Medical Office Support & Services
Portfolio Project Directions and Rubric
This Portfolio Project is worth 20% of your grade. Completing this Assessment will help you to meet the following:
Course Outcome
Demonstrate competency in professional communication skills and an understanding of administrative financial management duties.
Program Outcome Associate (MDAA)
Ensure confidentiality and fulfill HIPAA standards for the creation, distribution, and release of
medical information.
Program Outcome- Diploma (DMOA)
Understand office operations to recommend process changes for improving efficiency, and/or flexibility.
Institutional Outcomes
Information Literacy and Communication - Utilize current technology and resources to locate and evaluate information needed to accomplish a goal, and then communicate findings in visual, written and/or oral formats.
Relational Learning
- Transfer knowledge, skills, and behaviors acquired through formal and informal learning and life experiences to new situations.
Thinking Abilities - Employ strategies for reflection on learning and practice in order to adjust learning processes for continual improvement.
Community and Career - Participate in social, academic, and professional communities for
individual growth and to function as a citizen of a multicultural world.
Scenario
What is it really like to work in a medical office? The responsibilities of a medical administrative assistant (MAA) are influenced by the type of healthcare facility in which they work. Regardless, it is important to both know and understand your duties as a medical administrative assistant since you will be tasked with scheduling appointments, and handling billing, insurance, registration, transcription, and health information, as well as other administrative responsibilities. You are a newly hired medical administrative assistant at BSC Healthcare Facility. As a newly hired MAA on employment probation, your supervisor has scheduled meetings with you to ensure you understand your roles and responsibilities in the healthcare facility. Your supervisor has asked for you to submit deliverables prior to each meeting. In the meetings, your supervisor will review your submissions and
provide feedback to ensure you understand your new role in the healthcare facility.
MDAA101
- Portfolio Project Directions and Rubric
2
Requirements and Formatting Directions
You will be provided a properly formatted template to use with each deliverable. Continue to use the same template with each deliverable. Deadline
Deliverable items for the portfolio project are required at different points during the course. Details for each submission are included below in the Deliverable Descriptions. For each deliverable, you will be adding to the template, so you’ll be submitting the same document throughout the course with each new deliverable added. Deliverable Descriptions
Week 2: MAA Job Duties, Law and Ethics
Due by the end of Week 2 at 11:59 pm, ET.
Your supervisor at BSC Healthcare Facility wants to ensure that you understand your new role and responsibilities as an MAA. For your first meeting with your supervisor, you will need to provide a list and summary of your duties and responsibilities as an MAA. As you are constructing this list, keep in mind that one of your responsibilities is to maintain patient confidentiality and HIPAA standards to
ensure a breach does not occur. Your list and summary will also need to define laws/regulations and explain how you intend to uphold them as an MAA.
Directions
Using the provided template, please complete these tasks:
Summarize the job description of a medical administrative assistant (MAA). Please identify and discuss at least four duties/responsibilities of an MAA. Each duty should be explained in at least 50 words.
In at least 300 words, complete the following: o
Identify three laws/regulations from the list below and summarize the purpose and use of each selected law/regulation.
o
Describe one way in which each of the laws/regulations that you have chosen is upheld by a MAA in their career. Here is a list of laws/regulations to choose from:
False Claims Act
Good Samaritan Act
Health Insurance Portability and Accountability Act (HIPAA) of 1996
HIPAA Breach Notification Rule
HIPAA Privacy Rule
HIPAA Transaction and Code Set Standards
HIPAA Security Rule
Medical Practice Acts
Patient’s Bill of Rights
Physician Orders for Life-Sustaining Treatment (POLST)
MDAA101
- Portfolio Project Directions and Rubric
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Respondeat Superior
Stark Law/Anti-Kickback Laws
Statutory Reports
Week 3: MAA Proper Telephone and Triage Technique
Due by the end of Week 3 at 11:59 pm, ET.
Your supervisor at BSC Healthcare Facility would like to schedule your next progress meeting. Now that you understand your role as an MAA and the importance of upholding patient confidentiality, your supervisor needs to assess your professional communication skills. A medical administrative assistant typically
handles all incoming calls to the medical office or offices where they work. It is important that they present a positive attitude while following proper telephone etiquette with each patient and ensuring each patient is properly triaged. Directions
Adding to your template, please complete these tasks:
Demonstrate proper telephone techniques while maintaining patient confidentiality. Responsibility for managing the telephone traffic in a medical practice is an important matter. If more than one line comes into the office, managing incoming calls can be very challenging. You may be assigned to handle the telephone on a full-time basis as a medical administrative assistant. Your choice of words will have a tremendous impact on patients, and it is important that
all telephone conversations are kept confidential.
Create a telephone script at least 100 words in length using proper telephone technique steps by selecting one example of the types of calls often fielded by an MAA from the list below. You will begin the script by answering the call within three rings and using a proper greeting. You will end your script by closing the call. Some examples of types of calls you will receive as an MAA include:
Patient calls to request an appointment
Patient requests a prescription refill
Patient asks to talk with physician or nurse because patient is ill or needs some medical information
Patient calls with an insurance or billing question
Insurance company calls requesting information on a patient
Patient calls with a complaint
In at least 100 words, demonstrate that you can properly assess the needs of
patients that call BSC Healthcare Facility. Each patient must be properly screened to meet their needs. By asking a predetermined sequence of questions (triage), the MAA can determine if the situation is an emergency.
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MDAA101
- Portfolio Project Directions and Rubric
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Listed below are four patient case scenarios. Choose two patients from the list. Create a script for use with each selected patient with the proper sequence of questions based on the needs of the patient. 1.
Patient A
: Denisha Smith is a new patient who needs to make an appointment to meet with a doctor.
2.
Patient B
: Henry Wong is an established patient who would like to know the results of his lab work that was completed one week ago.
3.
Patient C
: Susie Stratton is a new patient calling with chest pains.
4.
Patient D
: Billy Bryant is an established patient who would like a prescription refill on a medication. Week 5: Patient Information and Scheduling
Due by the end of Week 5 at 11:59 pm, ET.
Appointment scheduling can have an influence on how the medical office functions. An MAA needs to ensure patients are properly scheduled. Understanding
the type of healthcare facility and its scheduling method(s) will assist you with creating an efficient schedule. In your next meeting with your supervisor, your competency with patient scheduling will be assessed.
Adding to your template, please complete these tasks:
In at least 150 words, identify and discuss three benefits and three drawbacks to using each of the following scheduling systems: o
Computerized appointment scheduling system
o
Manual appointment scheduling system Many of today’s healthcare offices have an established system of scheduling. Depending on the type of practice, patients’ needs, and the healthcare professionals, the type of scheduling system may differ from facility to facility.
Choose three types of scheduling methods from the list below. Types of Scheduling Methods:
Block (Group)
Cluster (also known as wave scheduling)
Fixed Office Hours
Double-Booking
Modified Wave
Open Office Hours
Walk-in
For each of the three chosen scheduling method provide a response of at least 150
words that:
Defines each scheduling method .
States what type of healthcare facility would use the chosen scheduling method.
Explains why the type of healthcare facility would use the chosen method.
MDAA101
- Portfolio Project Directions and Rubric
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Week 6: Payments and Collections
Due by the end of Week 6 at 11:59 pm, ET.
The medical administrative assistant handles patient transactions, including entering charges for medical services rendered and payments received from patients and third-party payers. Your supervisor needs to assess your competency
in understanding the administrative financial management duties of an MAA.
Directions
Adding to your template, please complete these tasks:
In at least 75 words, identify and discuss four possible methods of payment that can be used during a patient’s first visit.
In at least 75 words, define monthly billing. Discuss one benefit andone1 drawback of monthly billing.
In at least 75 words, define cycle billing. Discuss one benefit and one drawback of cycle billing.
The day sheet, also called a general journal or daily earnings record is a record of services rendered, daily fees charged, payments, and adjustments. The MAA’s duties include entering data accurately and posting to records or transferring amounts from one record to another. Below is a BSC Healthcare Facility Daysheet. Please use the Daysheet to answer the questions listed below. BSC Healthcare Facility
1234 Any Street
Anytown, Any State 12345
BSC Healthcare Facility Daysheet
Date
Patient
Description
Fee
Co-pay
Form of
Payment
Balance
Doc
#
07.15.202
3
Johnson,
Howard
99203
142.10
10.00
Cash
$0.00
1
07.15.202
3
Liu,
Patricia
99201
120.00
25.00
Cash
$0.00
1
MDAA101
- Portfolio Project Directions and Rubric
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07.15.202
3
Hunt,
Cheryl
99202
173.00
30.00
Check #5140
143.00
2
07.15.202
3
Smith,
James
99395
150.00
25.00
Cash
125.00
1
07.15.202
3
Ramos,
Joseph
99201
140.50
25.00
Cash
115.50
2
07.15.202
3
Elliott,
Sara
Aflac
Payment
99211
256.32
Check
#82190
$0.00
07.15.202
3
Boyle,
David
99213
200.00
50.00
Cash
150.00
1
07.15.202
3
Richards,
Peter
99205
350.00
40.00
Check#5560
310.00
2
07.15.202
3
Hicks,
Christine
99202
175.00
25.00
Cash
$120.00
1
07.15.202
3
Helms,
Sonya
BCBS
Payment
99212
187.62
Check#0924
$0.00
Please provide responses to the following questions:
1.
What is the total of insurance deposit checks? 2.
What is the total cash amount for the day? 3.
What is the total patient check amount for the day? 4.
How many patients had to pay a co-pay? 5.
List the patients (First & Last name who have a balance on their account.
6.
Describe a potential office policy for a patient who has an outstanding balance for over 90 days. Week 7: Final Submission to ePortfolio
Due by the end of Week 7 at 11:59 pm, ET.
This is your final submission of your Portfolio Project. Incorporate all instructor feedback from each deliverable, make any additional corrections, and submit Payments and Collections Portfolio Project
the file to your ePortfolio. Submit the other deliverables to the appropriate dropbox.
Upload your Portfolio Project to the Program Outcome in your ePortfolio listed below. Use the following naming convention: MDAA101 – Portfolio Project:
Understand office operations to recommend process changes for improving efficiency, and/or flexibility.
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- Portfolio Project Directions and Rubric
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For directions on how to upload your project to your ePortfolio, please see Student Resources in Blackboard on the navigation pane. Week 7.5: Final Portfolio Project Reflection
Due by the end of Week 7.5 at 11:59 pm, ET.
For the final piece of your Portfolio Project, you will reflect upon the course and how it directly relates to your future workplace. This reflection will be delivered as a Word document 250-500 words in length. For this reflection:
a)
Analyze the importance of this project to your future career.
b)
In your own words reflect on how this project meets the Program and Institutional outcomes as stated on the first page.
Upload and submit your final reflection. For specific grading information, please refer to the Portfolio Project Grading Rubric.
MDAA101 - Portfolio Project Directions and Rubric
8
MDAA101 - MAA Job Duties, Law and Ethics Portfolio Project Grading Rubric
Criteria
Exceeds Expectations
Meets Expectations
Needs Improvement
Point
s
Demonstrates
understanding of
the
duties/responsibil
ities of a Medical
Administrative
Assistant
30 points
27- 30 points
Demonstrates understanding of
the duties/responsibilities of a medical administrative assistant by identifying and discussing at least four MAA duties in at least 50 words for each duty.
21 - 26 points
Demonstrates understanding of the duties/responsibilities of a medical administrative assistant
by identifying and discussing at least 2-3 MAA duties in at least 50 words.
0 - 20 points
Demonstrates poor understanding of the duties/responsibilities of a medical administrative assistant by identifying and discussing fewer than two MAA duties in less than 50 words.
Demonstrates
understanding of
the
laws/regulations
that protect
patient privacy
and information
(PHI)
60 points
54 - 60 points
Provides detailed explanation of three laws/regulations that protect patient privacy and information (PHI) and correctly describes how three laws/regulations chosen are upheld by a MAA in their career. Response is at least 300 words.
42 – 53 points
Provides detailed explanation of two laws/regulations that protect patient privacy and information (PHI). Correctly describes how two laws/regulations chosen are upheld by a MAA in their career. Response is between 200 -300 words.
0 – 41 points
Provides detailed explanation of one law/regulation or none that protect patient privacy and information (PHI). Correctly describes how one or
no laws/regulations chosen are
upheld by a MAA in their career. Response is fewer than
200 words.
Grammar,
Organization, and
Mechanics
10 points
9 - 10 points
Responses are clearly organized and consistent. Has one or no grammar and punctuation errors.
7 - 8 points
Responses show some organization and consistency. Has two to four grammar and punctuation errors.
0 - 6 points
Responses show no clear organization or consistency. Contains more than five grammatical errors.
Instructor
Comments:
Total
Point
s:
MDAA101 - Portfolio Project Directions and Rubric
9
MDAA101 - MAA Proper Telephone and Triage Technique Portfolio Project Grading Rubric
Criteria
Exceeds Expectations
Meets Expectations
Needs Improvement
Point
s
Demonstrat
es
understand
ing of
proper
telephone
technique
30 points
27 - 30 points
Provides a detailed telephone script using the outlined proper telephone technique steps in at least 100 words.
21 - 26 points
Provides a telephone script using the outlined proper telephone technique steps in at least 75 words. Script may be missing one-
two of the proper telephone technique steps.
0 - 20 points
Provides a telephone script using
the outlined proper telephone technique steps in 75 words or less. Script may be missing more
than two of the proper telephone
technique steps.
Demonstrat
es
understand
ing of
patient
triage
technique
60 points
54 - 60 points
Provides a detailed telephone script for two patient case scenarios based on the needs of each patient. Writes at least 100 words.
42 – 53 points
Provides a telephone script for two patient case scenarios in at least 75 words. Script may be missing one-two of the proper telephone technique steps based on the needs of each patient.
0 – 41 points
Provides a telephone script for one patient case scenario in fewer than 75 words. Script may be missing more than two of the proper telephone technique steps based on the needs of each patient.
Grammar,
Organizatio
n, and
Mechanics
10 points
9 - 10 points
Responses are clearly organized and consistent. Has one or no grammar and punctuation errors.
7 - 8 points
Responses show some organization and consistency. Has two to four grammar and punctuation errors.
0 - 6 points
Responses show no clear organization or consistency. Contains more than five grammatical errors.
Instructor
Comments
:
Total
Point
s:
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MDAA101 - Patient Information and Scheduling Portfolio Project Grading Rubric
Criteria
Exceeds Expectations
Meets Expectations
Needs Improvement
Poin
ts
Demonstrat
es
understand
ing of
Scheduling
Systems
30 points
27 - 30 pints
Provides at least 150 words, correctly identifying and discussing both three benefits and three drawbacks to using a computerized and manual scheduling system.
21 – 26 points
Provides at least 100 words, correctly identifying and discussing two benefits and two drawbacks to using a computerized and manual scheduling system.
0 – 20 points
Correctly identifies and/or discusses one benefit and one drawback to using a computerized and manual scheduling system. Does not correctly identify and/or discuss a benefit and/or drawback to using a computerized or manual scheduling system. Provides fewer than 100 words.
Demonstrat
es
understand
ing of the
types of
scheduling
methods 60 points
54 - 60 points
Correctly identifies and defines three types of scheduling methods. Correctly identifies a healthcare setting where each scheduling method would be used. Provides at least 150 words.
42 – 53 points
Correctly identifies and defines two types of scheduling methods. Correctly identifies a healthcare setting where two of the scheduling methods would be used. Provides between 100 -150 words.
0 – 41 points
Correctly identifies and defines one or none of the types of scheduling methods. Does not correctly identify a healthcare setting where each scheduling method would be used. Provides less than 100 words.
Grammar,
Organizatio
n, and
Mechanics
10 points
9 - 10 points
Responses are clearly organized and consistent. Has one or no grammar and punctuation errors.
7 - 8 points
Responses show some organization and consistency. Has two to four grammar and punctuation errors.
0 - 6points
Responses show no clear organization or consistency. Contains more than five grammatical errors. Instructor
Comments
:
Total
Point
s:
MDAA101 - Portfolio Project Directions and Rubric
11
MDAA101 - Payments and Collections Portfolio Project Grading Rubric
Criteria
Exceeds Expectations
Meets Expectations
Needs Improvement
Poin
ts
Demonstrat
es
understand
ing with
payment
methods 20 points
18 - 20 points
Correctly identifies and discusses four types of payment methods. Provides at least 75 words.
14 – 17 points
Correctly identifies and discusses three types of payment methods. Provides at least 50 words.
0 – 13 points
Does not correctly identify and discuss at least three types of payment methods. Does not provide at least 50 words.
Demonstrat
es
understand
ing with
types of
billing
cycles 20 points
18 - 20 points
Correctly identify and discuss 1 benefit and 1 drawback of monthly billing. Correctly identify and discuss 1 benefit and 1 drawback of cycle billing. Provides at least 75 words.
14 – 17 points
Correctly identify and discuss either 1 benefit or 1 drawback of monthly billing. Correctly identify and discuss either 1 benefit or 1 drawback of cycle billing. Provides
at least 50 words.
0 – 13points
Does not correctly identify and discuss either 1 benefit or 1 drawback of monthly billing. Does
not correctly identify and discuss either 1 benefit or 1 drawback of cycle billing. Does not provide at least 50 words.
Demonstrat
es
proficiency
with
financial
transaction
s
50 points
41 - 50 points
Correctly answers five to six questions related to the Daysheet
for BSC Healthcare Facility.
31 – 40 points
Correctly answers three to four questions related to the Daysheet for BSC Healthcare Facility.
0 – 30 points
Correctly answers three or fewer questions related to the Daysheet
for BSC Healthcare Facility.
MDAA101 - Portfolio Project Directions and Rubric
12
Grammar,
Organizatio
n, and
Mechanics
10 points
9 - 10 points
Responses are clearly organized and consistent. Has one or no or grammar and punctuation errors.
7- 8 points
Responses show some organization and consistency. Has two to four grammar and punctuation errors.
0 - 6 points
Responses show no clear organization or consistency. Contains more than five grammatical l errors.
Instructor
Comments
:
Total
Point
s:
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MDAA 101 - Portfolio Project Rubric – Final Grading Rubric
Criteria
Exceeds
Expectations
Meets Expectations
Needs
Improvement
Poin
ts
MAA Job Duties,
Law and Ethics
Portfolio Project 25 points
21 – 25 points
Instructor feedback was incorporated into the final submission. The content clearly addresses all the prompts posed. 15 – 20 points
Some instructor feedback was incorporated into the final submission. Content mostly addresses the prompts posed; however, either a prompt is missed, or answers are inadequate for fully addressing the prompt. 0 – 14 points
Instructor feedback was not incorporated into the final submission. The content does not address more than
one prompt posed, response
lacks supporting statements. MAA Proper
Telephone and
Triage Technique
Portfolio Project
25 points
21 – 25 points
Instructor feedback was incorporated into the final submission. The content clearly addresses all the prompts posed.
15 – 20 points
Some instructor feedback was incorporated into the final submission. Content mostly addresses the prompts posed; however, either a prompt is missed, or answers are inadequate for fully addressing the prompt.
0 – 14 points
Instructor feedback was not incorporated into the final submission. The content does not address more than one prompt posed, response lacks supporting statements.
MAA Patient
Information and
Scheduling
Portfolio Project
25 points
21 – 25 points
Instructor feedback was incorporated into the final submission. The content clearly addresses all the prompts posed.
15 – 20 points
Some instructor feedback was incorporated into the final submission. Content mostly addresses the prompts posed; however, either a prompt is missed, or answers are inadequate for fully addressing the prompt.
0 – 14 points
Instructor feedback was not incorporated into the final submission. The content does not address more than one prompt posed, response lacks supporting statements.
MAA Payments
and Collections
Portfolio Project 25 points
21 – 25 points
Instructor feedback was incorporated into the final submission. The content clearly addresses all the prompts posed.
15 – 20 points
Some instructor feedback was incorporated into the final submission. Content mostly addresses the prompts posed; however, either a prompt is missed, or answers are inadequate for fully addressing the prompt.
0 – 14 points
Instructor feedback was not incorporated into the final submission. The content does not address more than one prompt posed, response lacks supporting statements.
Instructor
Comments:
Total
Point
s:
MDAA101 - Portfolio Project Directions and Rubric
14
MDAA101- Portfolio Project Reflection Grading Rubric Criteria
Exceeds Expectations
Meets Expectations
Needs Improvement
Points Articulation
80 points
72 - 80 points
Reflection addresses the assigned Bryant & Stratton College Program and Institutional Outcomes in detail. Provides a deep, thoughtful reflection on how knowledge gained from the project will be relevant to their personal or professional life.
56 - 71 points
Reflection briefly addresses the assigned Bryant & Stratton College Program and Institutional Outcomes. Provides a reflection on how knowledge gained from the project will be relevant to their personal or professional life.
0 - 55 points
Reflection does not address all the required
elements. The assigned Bryant & Stratton College Program and Institutional Outcomes may be missing or lacking significant detail. Does not make clear connections between the project and their personal or professional life
.
Delivery
20 points
18 - 20 points
Writes in complete sentences and well-
developed paragraphs with 0 or 1 errors in grammar, spelling, and punctuation. The reflection flows and transitions naturally between ideas. Meaning is clear, and the reflection is easy to read.
14 - 17 points
Writes in complete sentences but makes 2
to 4 errors in grammar, spelling, and punctuation. Reflection is generally easy to read and understand.
0 - 13 points
Writes in incomplete sentences or uses list/bullet format. Makes 5 or more errors in grammar, spelling, and punctuation. Errors distract the reader. The writer’s meaning is unclear.
Instructor
Feedback
Total Points: