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Cheat sheet

CMAA Cheat Sheet

Foundational Knowledge

9%of exam

Communication + Professionalism

19%of exam

TelephoneTherapeutic TalkWritten MessagesProfessional Conduct

Law Ethics Compliance

15%of exam

HIPAAConsentPatient RightsFraud Abuse

Scheduling

15%of exam

Scheduling TypesReferralsPrior AuthRecall

Patient Encounter

19%of exam

Check-InInsuranceCheckoutTriage

Billing + Revenue Cycle

10%of exam

CodingClaimsPaymentsDenials

Practice Procedures + Logistics

13%of exam

RecordsEHRInventoryOffice Safety

Quick Facts

Exam
NHA CMAA
Items
135 total
Scored
110 items
Pretest
25 items
Time
2 hours 15 minutes
Pass
390/500
Format
Multiple choice
Renewal
2 years + 10 CE

Medical Terms

Prefix
Word beginning
Root
Core meaning
Suffix
Word ending
Cardi/o
Heart
Dermat/o
Skin
Gastr/o
Stomach
Nephr/o
Kidney
-itis
Inflammation

Abbreviations

U
Write units
IU
Write international units
QD
Write daily
QOD
Write every other day
Trailing zero
Do not use
Leading zero
Use before decimal
MS
Write medication name
TJC
Safety standards

Care Models

PCMH
Coordinated primary care
HMO
Gatekeeper network
PPO
Flexible network
EPO
Network only
POS
HMO/PPO blend
Urgent care
Nonemergency acute care
Ambulatory
Outpatient care
Home health
Care at home

Phone Greeting

Practice, person, purpose.

PracticeYour nameOffer help

Communication Basics

Active listening
Attend and reflect
Open question
Broad patient response
Closed question
Specific answer
Empathy
Acknowledge feelings
Clarifying
Confirm meaning
Silence
Allows processing
Plain language
Avoid jargon
Teach-back
Patient repeats plan

Phone + Messages

Greeting
Practice, name, help
Hold
Ask permission first
Transfer
Explain destination
Message
Name, DOB, callback
Urgent symptom
Escalate immediately
PHI voicemail
Limit details
Email PHI
Secure channel only
Complaint
Acknowledge, apologize, update

HIPAA Core

Use least PHI needed.

Minimum necessaryTPOAuthorizationBreach

Privacy vs Security

Privacy

  • PHI use
  • Disclosure limits

Security

  • ePHI safeguards
  • Access controls

Use vs protect

Compliance Picker

  1. PHI requestVerify authorization(Identity)
  2. Care disclosureTPO(Allowed)
  3. Family asksPatient permission(Confirm)
  4. Legal subpoenaOffice policy(Escalate)
  5. Suspected abuseMandatory report(Law)
  6. Scope unclearSupervisor(Do not guess)

HIPAA + Compliance

PHI
Identifiable health data
Privacy Rule
Use and disclosure
Security Rule
ePHI safeguards
TPO
Treatment payment operations
Minimum necessary
Least PHI needed
Authorization
Specific written permission
Breach
Unauthorized disclosure
OIG
Compliance oversight

Fraud vs Abuse

Fraud

  • Intentional deception
  • False claim

Abuse

  • Improper practice
  • May be unintentional

Intentional vs improper

Law + Ethics

Consent
Permission for care
Informed consent
Risks explained
Advance directive
Future care wishes
DNR
No resuscitation order
Scope
Allowed role duties
Fraud
Intentional deception
Abuse
Improper practice
Negligence
Duty breach

Referral vs Auth

Referral

  • Provider direction
  • Specialist access
  • Track report

Authorization

  • Payer approval
  • Before service
  • Payment condition

Provider vs payer

Scheduling Picker

  1. Predictable visitStream(Specific time)
  2. Small delays likelyWave(Shared arrival)
  3. Procedure blockCluster(Similar setup)
  4. Provider unavailableMatrix(Block schedule)
  5. Preventive dueRecall(Future contact)
  6. Missed visitNo-show policy(Document)

Scheduling Types

Stream
Fixed appointment times
Wave
Multiple same slot
Modified wave
Wave plus stream
Open hours
First come visits
Cluster
Similar visits grouped
Double-book
Two same slot
Matrix
Blocked unavailable time
Recall
Future preventive reminder

Referrals + Auths

Referral
Provider directs care
Prior auth
Payer approves service
Precertification
Admission approval
Preauthorization
Service approval
No-show
Missed appointment
Cancellation
Document reason
Referral log
Tracks completion
Consult report
Specialist response

Subjective vs Objective

Subjective

  • Patient states
  • Pain report

Objective

  • Measured facts
  • Observed data

Stated vs measured

Front Desk Picker

  1. New patientRegister(Demographics)
  2. Plan unknownEligibility(Coverage)
  3. Payment dueCopay(Receipt)
  4. Urgent symptomClinical triage(Escalate)
  5. Leaving visitCheckout(Next steps)
  6. Specialist neededReferral(Track report)

Check-In

Identity
Verify two identifiers
Demographics
Address, phone, guarantor
Insurance card
Scan both sides
Eligibility
Active coverage check
Copay
Collect per policy
Consent forms
Update signatures
Chief complaint
Visit reason
Walk-in
Follow triage policy

Checkout

Follow-up
Next appointment
Referral packet
Needed specialist info
Orders
Tests or imaging
Patient balance
Collect per policy
Receipt
Payment proof
Portal invite
Electronic access
After-visit summary
Visit instructions
Tickler
Future follow-up

Revenue Path

Register, code, claim, post, follow.

RegisterCodeClaimPostFollow

Copay vs Coinsurance

Copay

  • Fixed amount
  • Often upfront

Coinsurance

  • Percentage share
  • After deductible

Fixed vs percent

Revenue Cycle

Registration
Patient data captured
Eligibility
Coverage verified
Coding
Codes assigned
CMS-1500
Professional claim
Clearinghouse
Claim scrubber
EOB
Patient explanation
ERA
Electronic remittance
Aging report
Unpaid accounts

ICD vs CPT

ICD-10-CM

  • Diagnosis
  • Why treated

CPT

  • Procedure
  • What performed

Why vs what

Coding + Payment

ICD-10-CM
Diagnosis codes
CPT
Procedure codes
HCPCS II
Supplies and drugs
Modifier
Code detail
Deductible
Before plan pays
Copay
Fixed patient cost
Coinsurance
Percentage patient share
COB
Payer order

Fire RACE

Rescue, alarm, contain, extinguish.

RescueAlarmContainExtinguish

EMR vs EHR

EMR

  • One practice
  • Medical record

EHR

  • Shared record
  • Broader access

Local vs shared

Records + Logistics

EHR
Electronic health record
EMR
Office medical record
ROI
Release information
Retention
Keep per law
Destruction
Secure shredding
Alphabetic filing
Name order
Terminal digit
Number grouping
Audit trail
Access history

Office Operations

Inventory
Supply tracking
Par level
Minimum stock
FIFO
Oldest used first
Packing slip
Delivery contents
Purchase order
Approved order
SDS
Chemical safety sheet
RACE
Fire response
PASS
Extinguisher steps

Common Traps

Pretest Items

Not identified Answer all

CMAA Scope

Administrative support No diagnosis

Authorization

Approval before service No payment guarantee

No-Show

Document missed visit Do not delete

PHI Voicemail

Limit details Verify permission

TJC Abbreviations

U is unsafe Write units

Patient Complaint

Acknowledge first Avoid arguing

Record Release

Verify authority Log disclosure

Last Minute

  1. 1.110 scored, 25 pretest
  2. 2.Time: 2 hours 15 minutes
  3. 3.Communication plus encounters: 38%
  4. 4.Answer every item
  5. 5.CMAA does not diagnose
  6. 6.Referral is provider direction
  7. 7.Auth is payer approval
  8. 8.HIPAA: minimum necessary
  9. 9.ICD explains why
  10. 10.CPT explains what
  11. 11.No-shows stay documented
  12. 12.Scope unclear: escalate
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