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
Last updated: February 2026

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

SystemDescriptionBest For
Time-specified (stream)Each patient assigned a specific time slotStandard office visits; most common
Wave scheduling3-4 patients scheduled at top of each hourBusy practices; allows flexibility
Modified wave2-3 patients at top of hour, 1 later in hourBalance of efficiency and flexibility
Double-bookingTwo patients scheduled for same time slotFollow-ups, post-op checks, quick visits
Cluster/categorizationGroup similar appointments togetherSpecialized procedures (e.g., all physicals in morning)
Open/same-dayNo advance appointments; first come, first servedUrgent care, walk-in clinics
Advance schedulingAppointments made weeks/months aheadAnnual 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

  1. Document the no-show or late cancellation in the patient's medical record
  2. Call the patient to reschedule and determine the reason for the no-show
  3. Send a follow-up letter if unable to reach by phone
  4. Track patterns: Repeated no-shows may require a patient care conference
  5. 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

PrioritySituationAction
Emergency (911)Chest pain, severe bleeding, difficulty breathing, stroke symptoms, poisoningInstruct to call 911 or go to nearest ER
UrgentHigh fever, persistent vomiting, severe pain, suspected fractureSchedule same-day appointment or refer to urgent care
RoutinePrescription refills, appointment requests, test result inquiriesSchedule 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

TypePurpose
Referral lettersRequest specialist consultation for a patient
Consultation reportsSpecialist's findings sent back to referring physician
Collection lettersFollow up on unpaid patient balances
Recall/reminder lettersRemind patients of upcoming appointments or preventive screenings
Termination lettersFormally end the physician-patient relationship
Excuse/return-to-work lettersDocument patient's ability to return to work
Test Your Knowledge

In wave scheduling, how are patients typically scheduled?

A
B
C
D
Test Your Knowledge

When a patient fails to show up for a scheduled appointment, the medical assistant should FIRST:

A
B
C
D
Test Your Knowledge

A patient calls the office reporting severe chest pain and difficulty breathing. The medical assistant should:

A
B
C
D
Test Your Knowledge

When answering the office telephone, the medical assistant should answer within:

A
B
C
D
Test Your KnowledgeFill in the Blank

Reference initials on a business letter show the dictator's initials in CAPITALS and the typist's initials in ___.

Type your answer below

Test Your KnowledgeOrdering

Arrange the telephone triage priorities from MOST urgent to LEAST urgent.

Arrange the items in the correct order

1
Prescription refill request
2
Severe chest pain and shortness of breath
3
Persistent vomiting for 24 hours with fever
4
Request for test results