Key Takeaways
- Common scheduling systems include wave (multiple patients at top of hour), modified wave, double-booking, cluster/categorization, and open/same-day
- Patient no-shows should be documented in the medical record and followed up with a phone call or letter
- Telephone etiquette includes identifying yourself and the practice, speaking clearly, and documenting all calls
- Written correspondence must follow proper business letter format and be reviewed for accuracy before sending
- Mail handling includes sorting, date-stamping, distributing to appropriate staff, and handling confidential items appropriately
- Office equipment maintenance includes regular cleaning, calibration, and documentation of service per manufacturer guidelines
- Professional communication requires active listening, empathy, cultural sensitivity, and appropriate nonverbal cues
- Conflict resolution in the workplace follows the chain of command and uses professional, non-confrontational approaches
Office Management, Scheduling & Communication
Medical assistants play a crucial role in office management, patient scheduling, and professional communication. These skills ensure efficient practice operations and positive patient experiences.
Appointment Scheduling Systems
| System | Description | Best For |
|---|---|---|
| Time-specified (stream) | Each patient assigned a specific time slot | Standard office visits; most common |
| Wave scheduling | 3-4 patients scheduled at top of each hour | Busy practices; allows flexibility |
| Modified wave | 2-3 patients at top of hour, 1 later in hour | Balance of efficiency and flexibility |
| Double-booking | Two patients scheduled for same time slot | Follow-ups, post-op checks, quick visits |
| Cluster/categorization | Group similar appointments together | Specialized procedures (e.g., all physicals in morning) |
| Open/same-day | No advance appointments; first come, first served | Urgent care, walk-in clinics |
| Advance scheduling | Appointments made weeks/months ahead | Annual physicals, follow-ups |
Scheduling Guidelines
- New patient visits: Schedule longer time slots (30-60 minutes) for comprehensive intake
- Established patient visits: Typically 15-20 minutes per standard appointment
- Procedures: Allocate time based on procedure type plus preparation and cleanup
- Buffer time: Build in 10-15 minute buffers to prevent schedule delays
- Emergency slots: Reserve 1-2 slots per day for urgent/same-day needs
Managing No-Shows and Cancellations
- Document the no-show or late cancellation in the patient's medical record
- Call the patient to reschedule and determine the reason for the no-show
- Send a follow-up letter if unable to reach by phone
- Track patterns: Repeated no-shows may require a patient care conference
- Never leave the missed appointment blank -- always document what happened
Telephone Communication
Professional Telephone Etiquette
- Answer within 3 rings with a professional greeting
- Identify yourself: "Thank you for calling [Practice Name], this is [Your Name], how may I help you?"
- Speak clearly and at a moderate pace
- Document all calls including date, time, caller, reason, action taken
- Handle urgent calls immediately: chest pain, breathing difficulty, severe bleeding, signs of stroke
- Never give medical advice over the phone -- relay patient concerns to the physician
- Place callers on hold only with permission and check back every 30-60 seconds
- Maintain confidentiality: verify caller identity before releasing any patient information
Telephone Triage: Priority Levels
| Priority | Situation | Action |
|---|---|---|
| Emergency (911) | Chest pain, severe bleeding, difficulty breathing, stroke symptoms, poisoning | Instruct to call 911 or go to nearest ER |
| Urgent | High fever, persistent vomiting, severe pain, suspected fracture | Schedule same-day appointment or refer to urgent care |
| Routine | Prescription refills, appointment requests, test result inquiries | Schedule appointment or relay message to physician |
Written Communication
Business Letter Format
- Letterhead: Practice name, address, phone, fax
- Date: Full date (February 13, 2026)
- Inside address: Recipient's name and address
- Salutation: "Dear Dr./Mr./Ms. [Last Name]:"
- Body: Clear, concise message in professional language
- Complimentary close: "Sincerely," or "Respectfully,"
- Signature: Physician's name with credentials, or medical assistant name and title
- Reference initials: Dictator's initials in capitals, typist's in lowercase (JES/mak)
Common Medical Office Correspondence
| Type | Purpose |
|---|---|
| Referral letters | Request specialist consultation for a patient |
| Consultation reports | Specialist's findings sent back to referring physician |
| Collection letters | Follow up on unpaid patient balances |
| Recall/reminder letters | Remind patients of upcoming appointments or preventive screenings |
| Termination letters | Formally end the physician-patient relationship |
| Excuse/return-to-work letters | Document patient's ability to return to work |
In wave scheduling, how are patients typically scheduled?
When a patient fails to show up for a scheduled appointment, the medical assistant should FIRST:
A patient calls the office reporting severe chest pain and difficulty breathing. The medical assistant should:
When answering the office telephone, the medical assistant should answer within:
Reference initials on a business letter show the dictator's initials in CAPITALS and the typist's initials in ___.
Type your answer below
Arrange the telephone triage priorities from MOST urgent to LEAST urgent.
Arrange the items in the correct order