© 2017 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Name: __________________________________________ Date: _____________ Score: _____________
Competency Checklist
Procedure 25–1 Manage the Appointment Schedule Using Established Priorities
ABHES Curriculum
MA.A.1.7.a Perform basic keyboarding skills
MA.A.1.8.d Apply scheduling principles: (1) Schedule of in- and outpatient procedures, and (2) Admission or
hospital procedures
CAAHEP Core Curriculum
VI.C.1 Identify different types of appointment scheduling methods
VI.C.2 Identify advantages and disadvantages of the following appointment systems: (a) manual, and
(b) electronic
VI.C.3 Identify critical information required for scheduling patient procedures
VI.P.1 Manage appointment schedule using established priorities
VI.P.2 Schedule a patient procedure
VI.A.1 Display sensitivity when managing appointments
Task: In a simulated situation, schedule an appointment for a patient procedure by either appointment
book or computer, remembering to follow HIPAA guidelines for safeguarding protected health
information (PHI).
Supplies & Conditions: Appointment book, appointment cards, or computer with practice management scheduling
program.
Standards: A maximum of three attempts may be used to complete the task. The time limit for each attempt
is 15 minutes, with a minimum score of 70 percent. Scoring: Determine student’s score by
dividing points awarded by total points possible and multiplying results by 100.
Forms: Procedure 25–1 Scenario with Procedure 25–1 Forms. Procedure forms can be downloaded from
the Student Companion website; procedure scenarios are included in the Instructor’s Manual.
EVALUATION
Evaluator Signature: Date:
Evaluator Comments:
437
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© 2017 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Name: __________________________________________ Date: _____________ Score: _____________
Procedure 25–1 Steps
Start Time: End Time: Total Time:
Steps
Possible
Points
First
Attempt
Second
Attempt
Third
Attempt
1. Determine which method will be used for scheduling:
manual appointment book or computer PM entry.
Display sensitivity when managing appointments.
a. If using a paper scheduling system, mark off the
hours when the provider will be unable to see
patients.
b. If using an electronic PM scheduling system, open
the scheduling module and navigate to the correct
date.
20
2. Applying scheduling principles, manage the schedule
using the Wave method, creating appointment slot/types
where patients are scheduled during the first 30 minutes
of each hour, leaving the last 30 minutes for same-day
appointments. Record the Wave template schedule in the
paper appointment book or electronic practice
management system performing basic keyboarding
skills.
25
Points Awarded / Points Possible _____/
45
438