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HSA1022 Foundation of Medical Administration

Foundations of Medical Administration

Course Project Overview

Welcome to the overview for the Foundations of Medical Administration Course Project! On the following tabs you will find information about the various components of the course project.

Course Project (Part 1 and Part 2) Timeline

Due Date

You will have two due dates for this project. The first part will be due in week 3 and the second in week 5.


Project Overview

You just accepted a role as a medical administrator at a podiatrist medical office. There are many responsibilities associated with he position including managing the office, patient registration, insurance verification and referrals, and scheduling follow up appointments. As you navigate through your first day at work, the waiting room is full and a patient with a sever foot infection is seeking treatment without an appointment. As part fo your new position and responsibilities, you will be required to review, assess, and participate in all medical administrative duties that will support this patient. 

For this project, you will describe the medical administrator's responsibilities for registering and welcoming the patient and how you would improve upon these processes to enhance the patient's experience. 

Course Project Part 1


There are two parts to this assignment that include the Patient Encounter Summary and Improvement of that summary. 

Part 1: Patient Encounter Summary (due in module 3)

Identify and summarize the steps for registering this patient by completing the encounter form as the patient and the registration form as the medical administrator, which includes verification of the patient insurance. HIPAA privacy rule should be adhered to when registering the patient. 

In order to successfully complete the Outpatient Encounter Form and the Patient Registration form below, please use the information contained on the following tab: Patient and Outpatient Information

  • Patient Welcome/Managing Wait Time
    • In one page, summarize how to greet the patient and manage the waiting room
    • Include a brief outline describing how to verify the patient's insurance
  • Outpatient Encounter Form (link below)
    • Complete this form as the medical administrator
  • Patient Registration Form (link below)
    • Complete this form as the patient
  • Apply HIPAA rules when documenting patient information
    • Outline the five steps under the HIPAA privacy rule to ensure patient information is protected while registering the patient. The summary should follow the "Guidelines for Ensuring" patient privacy isn't breached in the reception area
    • This section is the written portion of the Course Project Part 1. (Refer to the course syllabus for APA writing guidelines)

Recommended Reading

  • Textbook: Lippincott, Williams, & Wilkins, Comprehensive Medical Assisting
    • How to greet the patient and manage the waiting room: chapter 5, pages 117-120
    • The "five steps" under the HIPAA Privacy Rule: chapter 8, page 187
    • Guidelines for ensuring patient privacy isn't breached: chapter 5, page 115
  • Website: 15 Steps to Verify Health Insurance

Patient Registration Form

  • Practice--The People's Clinic
  • Address--1000 Town Square, Anytown Pennsylvania 54321
  • Phone-- 555-741-8529


  • Patient--Mrs. Jane Doe
  • Married
  • Former name--Jane Smith
  • DOB--01/01/1960
  • SSN--123-45-6789
  • Address--123 Main Street, Anytown Pennsylvania 54321
  • Phone-- 555-456-7890
  • Doctor referral to clinic


  • Jane Doe is responsible for payment
  • Primary insurance is Blue Cross Blue Shield
  • Subscriber--Jane Doe
  • ID--123123123
  • Grp--00550055
  • No secondary insurance


  • Suzie Smith (sister)
  • Home-- 555-567-8910
  • Work-- 555-678-9012

Outpatient Encounter Form

Jane Doe (chart #0987) saw Dr. Brown on 1-1-2015.
She is 5'5" tall and weighs 130 pounds.
Her blood pressure was 120/70
Her pulse was 60
Her temperature was 98.6

This was her second visit with Dr. Brown after she was referred by Dr. White. She is seeing Dr. Brown for adult onset IDDM (insulin dependent diabetes mellitus). 

Jane's visit was only for an office visit and laboratory tests. Dr. Brown spent 25 minutes with Jane at this visit and ordered lab testing for Hemoglobin A1C. Jane needs to return to see Dr. Brown in 1 month. 

When Jane checked out she gave the receptionist her encounter form which had the office visit at a cost of $100. She paid the amount of her copayment which was $20.

Additional Information for Outpatient Encounter Form
Primary reason for office visit: severe foot infection
Secondary reason for office visit: adult onset IDDM

Part 2: Patient Encounter Improvement Summary (due in module 5)

This part also relates to the scenario used for part 1. 

As the new medical administrator, you will have to complete an encounter form of the new patient with a severe foot infection. Complete the steps below:

  • Patient's information in EHR system
    • Describe the process for entering the patient's information in the Electronic Health Record. Summarize the importance of this process being accurate. 
  • Appointment follow up
    • Outline the steps for following up with the patient after their appointment
  • Identify patient waiting room improvements
    • Outline improvements that should be made to the waiting room that help assist the patients
  • Describe patient relation improvement techniques and policy creation
    • Summarize the policies the office should have for patients without appointments, managing patients' wait time, and registering patients

The Course Project Part 2 should be a written summary. (Refer to the course syllabus for APA writing guidelines)


Recommended Reading

  • Textbook: Lippincott, Williams, & Wilkins, Comprehensive Medical Assisting
    • Entering patient information and the Electronic Health Record: chapter 8, pages 189-192
    • Appointment follow up: chapter 5, page 122
    • Waiting room improvements: chapter 5, pages 118-120
    • Patient relation improvement techniques and policy creation: chapter 10, pages 241-242
    • Office policies: chapter 6, pages 145-148

Final Reminders

  • Course Project Timeline
    • Part 1 (due in module 3) and part 2 (due in module 5)
  • All written portions of the Course Project should be in APA format
  • Complete the Registration Form
  • Complete the Outpatient Encounter Form (include additional information)
  • Use the textbook references as a guide to create the summary sections of the Course Project
  • Contact your instructor if you have any questions