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Lesson 1
Lesson 1: Patient Access Fundamentals
• Describe the key steps of the revenue cycle
• Explain the impact the patient access specialist has on the revenue cycle
• Explain the importance of correct patient identification to the revenue cycle
• Identify key roles of the patient access specialist in the hospital setting
• Describe the different levels of hospital care
• Explain census management
• Explain the ADT system
• Explain various types of insurance plans
• Locate correct identifiers on insurance cards
• Describe insurance priorities
• Describe the documents used by the patient access specialist that help keep the hospital compliant with regulatory agencies
• Describe the four types of consent forms used by a hospital
• Describe point of service collections
• Describe methods to assist patients with medical expenses
• Calculate a patient's liability
Lesson 2: Customer Service from a Hospital Perspective
• Describe customer expectations of a patient access specialist and hospital
• Explain why meeting customer expectations is crucial to the organization
• Identify internal and external customers of the patient access department
• Explain how the patient access department can meet the expectations of both internal and external customers
• Define technical competency
• Explain how technical competence affects customer satisfaction
• Describe communication techniques used by a patient access specialist
• Explain why it is important for a patient access specialist to be familiar with age-specific criteria
• Describe the risks of communication barriers in the organization and how to overcome them
• Define the HEAT technique
• Explain what service recovery is and when it may be necessary
Lesson 3: Regulatory Agencies and Government Requirements
• Describe situations that breach HIPAA standards
• Explain what constitutes protected health information
• Explain the Minimum Necessary Rule
• Describe The Joint Commission's goals
• List the seven levels of an effective compliance program
• Summarize why EMTALA was created
• Describe the effects of EMTALA on the emergency department and labor and delivery
• Explain OSHA's standard precautions
• List examples of personal protective equipment
• Describe patient rights
• Describe advance directives
• Explain the functions of the Centers for Medicare and Medicaid Services
• Describe the purpose of the Medicare Secondary Payer Questionnaire
• Articulate when Medicare is not the primary insurance payer
Lesson 4: Future Development
• Define KPIs
• Explain FOCUS-PDCA and Six Sigma
• Summarize the importance of collecting and analyzing data within an organization for future development
• Summarize the importance of soliciting customer satisfaction through surveys
• Explain the importance of patient loyalty
• Explain the need for data accuracy and staff education in the Patient Access department
• Describe the necessary competencies for the patient access specialist
• Define benchmarking
• Explain the importance of benchmarking
• Describe benchmarking techniques
Lesson 5: NAHAM
• Describe NAHAM
• List NAHAM's organizational goals
• List the two certifications available through NAHAM
• Describe the benefits of obtaining a NAHAM certification
• Describe the NAHAM model
• Determine which Patient Access function is in each phase of the NAHAM model
• Describe the Certified Healthcare Access Associate (CHAA) exam format
• Identify different study techniques that can assist you in preparing for the certification test
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