Get a hands-on introduction to the medical office electronic health record! Learning the Medical Office Workflow, 2025 Edition provides full access to SimChart� for the Medical Office (SCMO), Elsevier�s educational simulated electronic health record (EHR), plus step-by-step instructions to all the medical assisting simulations. You�ll become acclimated to these simulations by completingmore than 50 hours of practice tasks that address essential ABHES and CAAHEP Medical Assisting educational competencies. This procedure manual uses screenshots and best practices to make it easier for you to work through SCMO tasks and assignments in order to master documentation skills and prepare for externship and practice.
1. SimChart® for the Medical Office: Learning The Medical Office Workflow - 2025 Edition - p. iii 2. Cover - p. iii 3. Title Page - p. iii 4. Copyright - p. iv 5. Table of Content - p. iv 6. To the Instructor - p. v 7. To the Student - p. xi 8. Unit 1 Navigating SimChart for the Medical Office - p. 1 9. Unit 2 Front Office - p. 23 10. Unit 3 Clinical Care - p. 89 11. Module Overview - p. 89 12. 21: Schedule Appointment and Order X-Ray for Mora Siever - p. 91 13. 22: Schedule Appointment and Order Procedures for Aaron Jackson - p. 94 14. 23: Prepare Order and Medical Records Release Form for Norma Washington - p. 98 15. 24: Schedule Appointment and Update Problem List for Ella Rainwater - p. 102 16. 25: Upload Test Results and Prepare Lab Results Letter for Julia Berkley - p. 106 17. 26: Update Problem List and Document Vital Signs for Aaron Jackson - p. 109 18. 27: Update Problem List for Johnny Parker - p. 113 19. 28: Update Problem List for Anna Richardson - p. 117 20. 29: Update Problem List for Ella Rainwater - p. 121 21. 30: Document Allergies for Al Neviaser - p. 124 22. 31: Document Immunizations and Schedule Follow-up Appointment for Daniel Miller - p. 126 23. 32: Document Allergies and Medications for Daniel Miller - p. 130 24. 33: Document Immunizations for Al Neviaser - p. 132 25. 34: Document Medications for Al Neviaser - p. 134 26. 35: Document Immunizations and Medications for Diego Lupez - p. 137 27. 36: Document Health History for Ella Rainwater - p. 140 28. 37: Document Phone Encounter and Prepare Medication Refill for Casey Hernandez - p. 143 29. 38: Document Patient Education for Amma Patel - p. 145 30. 39: Document Patient Education for Casey Hernandez - p. 147 31. 40: Document Vital Signs for Amma Patel - p. 149 32. 41: Document Vital Signs for Ella Rainwater - p. 151 33. 42: Document Preventative Services for Amma Patel - p. 153 34. 43: Document Encounter and Schedule Appointment for Walter Biller - p. 155 35. 44: Document Order and Preventative Services for Diego Lupez - p. 158 36. 45: Document Progress Note and Order for Norma Washington - p. 161 37. 46: Document Allergies and Medications for Ella Rainwater - p. 165 38. 47: Document Lab Results, Preventative Services, and Order for Walter Biller - p. 168 39. 48: Document Preventative Services and Test Results for Diego Lupez - p. 173 40. 49: Document Immunizations and Order for Celia Tapia - p. 176 41. 50: Document Preventative Services for Diego Lupez - p. 179 42. 51: Document Progress Note and Order for Charles Johnson - p. 181 43. 52: Document a Phone Encounter and Order for Charles Johnson - p. 185 44. 53: Document Phone Encounter for Ella Rainwater - p. 189 45. 54: Document Preventative Services and Immunizations for Ella Rainwater - p. 192 46. 55: Document Vital Signs, Allergies, Medications, and Order for Maude Crawford - p. 195 47. 56: Document Health History for Al Neviaser - p. 200 48. 57: Document Problem List, Chief Complaint, Medications, and Allergies for Carl Bowden - p. 204 49. 58: Document Chief Complaint and Order for Carl Bowden - p. 209 50. 59: Document Problem List, Allergies, Vital Signs, Medications, and Order for Robert Caudill - p. 212 51. 60: Document Chief Complaint, Vital Signs, and Surgical History for Walter Biller - p. 220 52. 61: Document Chief Complaint, Problem List, and Order for Robert Caudill - p. 223 53. Unit 4 Coding & Billing - p. 227 54. Module Overview - p. 227 55. 62: Document Progress Note and Submit Superbill for Walter Biller - p. 229 56. 63: Document Medications and Problem List, then Submit Superbill, Update Ledger, and Submit Claim for Norma Washington - p. 234 57. 64: Document Chief Complaint and Progress Note, then Submit Superbill, Update Ledger, and Submit Claim for Talibah Nasser - p. 241 58. 65: Document Immunization, Submit Superbill, and Post Payment to Ledger for Ella Rainwater - p. 248 59. 66: Submit Insurance Claim Tracer for Amma Patel - p. 254 60. 67: Submit Superbill and Post Charges to Ledger for Amma Patel - p. 257 61. 68: Complete Superbill, Ledger, and Claim for Diego Lupez - p. 261 62. 69: Complete Superbill, Post Payment to Ledger, and Complete Claim for Ella Rainwater - p. 266 63. 70: Complete Medical Records Release Form and Post Payment to Ledger for Carl Bowden - p. 272 64. 71: Submit Claim for Robert Caudill - p. 275 65. 72: Document Order, Complete Superbill, and Post Payment to Ledger for Carl Bowden - p. 278 66. 73: Complete Superbill, Ledger, and Claim for Anna Richardson - p. 282 67. 74: Post Payment to Ledger and Submit Claim for Al Neviaser - p. 287 68. 75: Update Ledger and Prepare Patient Statement for Charles Johnson - p. 290 69. 76: Post Payment to Ledger for Walter Biller and Update Day Sheet - p. 293 70. 77: Complete Superbill, Post Payment to Ledger, and Update Day Sheet for Norma Washington - p. 295 71. 78: Complete Superbill, Post Charges to Ledger, and Update Day Sheet for Robert Caudill - p. 300 72. 79: Post Partial Payment to Ledger for Amma Patel - p. 304 73. 80: Post Payments to Ledger for Ella Rainwater - p. 306 74. 81: Post Payment to Ledger for Casey Hernandez - p. 308 75. 82: Post Insurance Payment and Adjustment to Ledger for Casey Hernandez - p. 310 76. 83: Post Insurance Payment and Adjustment to Ledger for Walter Biller - p. 312 77. 84: Submit Superbill and Post Charges and Payments to Ledger for Carl Bowden - p. 314 78. 85: Document Progress Note, Complete Superbill, Update Ledger, and Post Payment to Day Sheet for Casey Hernandez - p. 320 79. 86: Complete Superbill and Post Payment to Ledger for Janine Butler - p. 325 80. 87: Complete Claim for Diego Lupez - p. 329 81. 88: Complete Superbill, Ledger, and Claim, then Prepare Patient Statement for Ella Rainwater - p. 331 82. 89: Post Insurance Payments to Ledger for Al Neviaser - p. 336 83. 90: Update Ledger for Diego Lupez - p. 338 84. 91: Document Patient Education, Complete Superbill, and Post Charges to Ledger for Al Neviaser - p. 340 85. 92: Prepare Patient Statement for Janine Butler - p. 345 86. 93: Document Progress Note and Submit Superbill for Diego Lupez - p. 347 87. 94: Document Progress Note, Complete Superbill and Ledger for Ella Rainwater, then Post Services on Day Sheet - p. 351 88. 95: Document Progress Note, Submit Superbill, and Post Charges to Ledger for Robert Caudill - p. 356 89. 96: Document Encounter and Complete Payment Process for Julia Berkley - p. 361 90. 97: Complete Referral Form, Document Chief Complaint and Progress Note, and Complete Payment Process for Robert Caudill - p. 368 91. 98: Create Bank Deposit Slip for Walter Biller - p. 374 92. 99: Document Transactions on Ledger and Day Sheet, then Prepare Bank Deposit Slip - p. 376 93. 100: Update Ledger, Create Deposit Slip, and Prepare Patient Statement for Norma Washington - p. 383 94. 101: Generate Phone Message and Physical Activity Order for Amma Patel - p. 386 95. 102: Document Lab Results and Problem List for Tai Yan - p. 390 96. 103: Generate Phone Message and Radiology Order for Ken Thomas - p. 393 97. 104: Create an Insurance Claim Tracer for Ella Rainwater - p. 396 98. 105: Document Neurological Status Exam, Problem List, and Patient Education for Norma Washington - p. 398 99. 106: Generate a Prior Authorization for Ken Thomas - p. 401 100. 107: Update Medication Record and Problem List for Ken Thomas - p. 404 101. 108: Generate Laboratory Orders for Ken Thomas - p. 407 102. 109: Document Rapid Strep Test and Prescription and Superbill for Daniel Miller - p. 410 103. 110: Document Preventive Services and Generate an Order for Screening Mammogram for Celia Tapia - p. 414 104. Appendix Showcasing Experience and Portfolio Tips - p. 417 105. Glossary - p. 419 106. Assignment List - p. 422
Get a hands-on introduction to the medical office electronic health record! Learning the Medical Office Workflow, 2025 Edition provides full access to SimChart� for the Medical Office (SCMO), Elsevier�s educational simulated electronic health record (EHR), plus step-by-step instructions to all the medical assisting simulations. You�ll become acclimated to these simulations by completingmore than 50 hours of practice tasks that address essential ABHES and CAAHEP Medical Assisting educational competencies. This procedure manual uses screenshots and best practices to make it easier for you to work through SCMO tasks and assignments in order to master documentation skills and prepare for externship and practice.
1. SimChart® for the Medical Office: Learning The Medical Office Workflow - 2025 Edition - p. iii 2. Cover - p. iii 3. Title Page - p. iii 4. Copyright - p. iv 5. Table of Content - p. iv 6. To the Instructor - p. v 7. To the Student - p. xi 8. Unit 1 Navigating SimChart for the Medical Office - p. 1 9. Unit 2 Front Office - p. 23 10. Unit 3 Clinical Care - p. 89 11. Module Overview - p. 89 12. 21: Schedule Appointment and Order X-Ray for Mora Siever - p. 91 13. 22: Schedule Appointment and Order Procedures for Aaron Jackson - p. 94 14. 23: Prepare Order and Medical Records Release Form for Norma Washington - p. 98 15. 24: Schedule Appointment and Update Problem List for Ella Rainwater - p. 102 16. 25: Upload Test Results and Prepare Lab Results Letter for Julia Berkley - p. 106 17. 26: Update Problem List and Document Vital Signs for Aaron Jackson - p. 109 18. 27: Update Problem List for Johnny Parker - p. 113 19. 28: Update Problem List for Anna Richardson - p. 117 20. 29: Update Problem List for Ella Rainwater - p. 121 21. 30: Document Allergies for Al Neviaser - p. 124 22. 31: Document Immunizations and Schedule Follow-up Appointment for Daniel Miller - p. 126 23. 32: Document Allergies and Medications for Daniel Miller - p. 130 24. 33: Document Immunizations for Al Neviaser - p. 132 25. 34: Document Medications for Al Neviaser - p. 134 26. 35: Document Immunizations and Medications for Diego Lupez - p. 137 27. 36: Document Health History for Ella Rainwater - p. 140 28. 37: Document Phone Encounter and Prepare Medication Refill for Casey Hernandez - p. 143 29. 38: Document Patient Education for Amma Patel - p. 145 30. 39: Document Patient Education for Casey Hernandez - p. 147 31. 40: Document Vital Signs for Amma Patel - p. 149 32. 41: Document Vital Signs for Ella Rainwater - p. 151 33. 42: Document Preventative Services for Amma Patel - p. 153 34. 43: Document Encounter and Schedule Appointment for Walter Biller - p. 155 35. 44: Document Order and Preventative Services for Diego Lupez - p. 158 36. 45: Document Progress Note and Order for Norma Washington - p. 161 37. 46: Document Allergies and Medications for Ella Rainwater - p. 165 38. 47: Document Lab Results, Preventative Services, and Order for Walter Biller - p. 168 39. 48: Document Preventative Services and Test Results for Diego Lupez - p. 173 40. 49: Document Immunizations and Order for Celia Tapia - p. 176 41. 50: Document Preventative Services for Diego Lupez - p. 179 42. 51: Document Progress Note and Order for Charles Johnson - p. 181 43. 52: Document a Phone Encounter and Order for Charles Johnson - p. 185 44. 53: Document Phone Encounter for Ella Rainwater - p. 189 45. 54: Document Preventative Services and Immunizations for Ella Rainwater - p. 192 46. 55: Document Vital Signs, Allergies, Medications, and Order for Maude Crawford - p. 195 47. 56: Document Health History for Al Neviaser - p. 200 48. 57: Document Problem List, Chief Complaint, Medications, and Allergies for Carl Bowden - p. 204 49. 58: Document Chief Complaint and Order for Carl Bowden - p. 209 50. 59: Document Problem List, Allergies, Vital Signs, Medications, and Order for Robert Caudill - p. 212 51. 60: Document Chief Complaint, Vital Signs, and Surgical History for Walter Biller - p. 220 52. 61: Document Chief Complaint, Problem List, and Order for Robert Caudill - p. 223 53. Unit 4 Coding & Billing - p. 227 54. Module Overview - p. 227 55. 62: Document Progress Note and Submit Superbill for Walter Biller - p. 229 56. 63: Document Medications and Problem List, then Submit Superbill, Update Ledger, and Submit Claim for Norma Washington - p. 234 57. 64: Document Chief Complaint and Progress Note, then Submit Superbill, Update Ledger, and Submit Claim for Talibah Nasser - p. 241 58. 65: Document Immunization, Submit Superbill, and Post Payment to Ledger for Ella Rainwater - p. 248 59. 66: Submit Insurance Claim Tracer for Amma Patel - p. 254 60. 67: Submit Superbill and Post Charges to Ledger for Amma Patel - p. 257 61. 68: Complete Superbill, Ledger, and Claim for Diego Lupez - p. 261 62. 69: Complete Superbill, Post Payment to Ledger, and Complete Claim for Ella Rainwater - p. 266 63. 70: Complete Medical Records Release Form and Post Payment to Ledger for Carl Bowden - p. 272 64. 71: Submit Claim for Robert Caudill - p. 275 65. 72: Document Order, Complete Superbill, and Post Payment to Ledger for Carl Bowden - p. 278 66. 73: Complete Superbill, Ledger, and Claim for Anna Richardson - p. 282 67. 74: Post Payment to Ledger and Submit Claim for Al Neviaser - p. 287 68. 75: Update Ledger and Prepare Patient Statement for Charles Johnson - p. 290 69. 76: Post Payment to Ledger for Walter Biller and Update Day Sheet - p. 293 70. 77: Complete Superbill, Post Payment to Ledger, and Update Day Sheet for Norma Washington - p. 295 71. 78: Complete Superbill, Post Charges to Ledger, and Update Day Sheet for Robert Caudill - p. 300 72. 79: Post Partial Payment to Ledger for Amma Patel - p. 304 73. 80: Post Payments to Ledger for Ella Rainwater - p. 306 74. 81: Post Payment to Ledger for Casey Hernandez - p. 308 75. 82: Post Insurance Payment and Adjustment to Ledger for Casey Hernandez - p. 310 76. 83: Post Insurance Payment and Adjustment to Ledger for Walter Biller - p. 312 77. 84: Submit Superbill and Post Charges and Payments to Ledger for Carl Bowden - p. 314 78. 85: Document Progress Note, Complete Superbill, Update Ledger, and Post Payment to Day Sheet for Casey Hernandez - p. 320 79. 86: Complete Superbill and Post Payment to Ledger for Janine Butler - p. 325 80. 87: Complete Claim for Diego Lupez - p. 329 81. 88: Complete Superbill, Ledger, and Claim, then Prepare Patient Statement for Ella Rainwater - p. 331 82. 89: Post Insurance Payments to Ledger for Al Neviaser - p. 336 83. 90: Update Ledger for Diego Lupez - p. 338 84. 91: Document Patient Education, Complete Superbill, and Post Charges to Ledger for Al Neviaser - p. 340 85. 92: Prepare Patient Statement for Janine Butler - p. 345 86. 93: Document Progress Note and Submit Superbill for Diego Lupez - p. 347 87. 94: Document Progress Note, Complete Superbill and Ledger for Ella Rainwater, then Post Services on Day Sheet - p. 351 88. 95: Document Progress Note, Submit Superbill, and Post Charges to Ledger for Robert Caudill - p. 356 89. 96: Document Encounter and Complete Payment Process for Julia Berkley - p. 361 90. 97: Complete Referral Form, Document Chief Complaint and Progress Note, and Complete Payment Process for Robert Caudill - p. 368 91. 98: Create Bank Deposit Slip for Walter Biller - p. 374 92. 99: Document Transactions on Ledger and Day Sheet, then Prepare Bank Deposit Slip - p. 376 93. 100: Update Ledger, Create Deposit Slip, and Prepare Patient Statement for Norma Washington - p. 383 94. 101: Generate Phone Message and Physical Activity Order for Amma Patel - p. 386 95. 102: Document Lab Results and Problem List for Tai Yan - p. 390 96. 103: Generate Phone Message and Radiology Order for Ken Thomas - p. 393 97. 104: Create an Insurance Claim Tracer for Ella Rainwater - p. 396 98. 105: Document Neurological Status Exam, Problem List, and Patient Education for Norma Washington - p. 398 99. 106: Generate a Prior Authorization for Ken Thomas - p. 401 100. 107: Update Medication Record and Problem List for Ken Thomas - p. 404 101. 108: Generate Laboratory Orders for Ken Thomas - p. 407 102. 109: Document Rapid Strep Test and Prescription and Superbill for Daniel Miller - p. 410 103. 110: Document Preventive Services and Generate an Order for Screening Mammogram for Celia Tapia - p. 414 104. Appendix Showcasing Experience and Portfolio Tips - p. 417 105. Glossary - p. 419 106. Assignment List - p. 422
