Get a hands-on introduction to the medical office electronic health record! SimChart for the Medical Office: Learning the Medical Office Workflow, 2026 Edition, uses a guided approach with full access to SimChart® for the Medical Office (SCMO), Elsevier’s educational simulated electronic health record (EHR), plus clear, step-by-step instructions for a variety of medical assisting simulations. With SCMO access included with purchase, you will become acclimated to these simulations by completing more than 50 hours of practice tasks that address essential ABHES and CAAHEP Medical Assisting educational competencies. Screenshots and best practices make it easier for you to work through SimChart for the Medical Office tasks and assignments so you can master essential documentation skills to prepare for externship and practice.
1. Instructions for online access - p. i 2. Title of Book - p. i 3. Cover image - p. i 4. Title page - p. ii 5. Table of Contents - p. iii 6. Copyright - p. iv 7. To the Instructor - p. v 8. To the Student - p. xi 9. Unit 1. Navigating SimChart for the Medical Office - p. 1 10. Unit 2. Front Office - p. 23 11. Unit 3. Clinical Care - p. 89 12. Module Overview - p. 90 13. 21 Schedule Appointment and Order X-Ray for Mora Siever - p. 91 14. 22 Schedule Appointment and Order Procedures for Aaron Jackson - p. 94 15. 23 Prepare Order and Medical Records Release Form for Norma Washington - p. 98 16. 24 Schedule Appointment and Update Problem List for Ella Rainwater - p. 102 17. 25 Upload Test Results and Prepare Lab Results Letter for Julia Berkley - p. 106 18. 26 Update Problem List and Document Vital Signs for Aaron Jackson - p. 109 19. 27 Update Problem List for Johnny Parker - p. 113 20. 28 Update Problem List for Anna Richardson - p. 117 21. 29 Update Problem List for Ella Rainwater - p. 121 22. 30 Document Allergies for Al Neviaser - p. 124 23. 31 Document Immunizations and Schedule Follow-up Appointment for Daniel Miller - p. 126 24. 32 Document Allergies and Medications for Daniel Miller - p. 130 25. 33 Document Immunizations for Al Neviaser - p. 132 26. 34 Document Medications for Al Neviaser - p. 134 27. 35 Document Immunizations and Medications for Diego Lupez - p. 137 28. 36 Document Health History for Ella Rainwater - p. 140 29. 37 Document Phone Encounter and Prepare Medication Refill for Casey Hernandez - p. 143 30. 38 Document Patient Education for Amma Patel - p. 145 31. 39 Document Patient Education for Casey Hernandez - p. 147 32. 40 Document Vital Signs for Amma Patel - p. 149 33. 41 Document Vital Signs for Ella Rainwater - p. 151 34. 42 Document Preventative Services for Amma Patel - p. 153 35. 43 Document Encounter and Schedule Appointment for Walter Biller - p. 155 36. 44 Document Order and Preventative Services for Diego Lupez - p. 158 37. 45 Document Progress Note and Order for Norma Washington - p. 161 38. 46 Document Allergies and Medications for Ella Rainwater - p. 165 39. 47 Document Lab Results, Preventative Services, and Order for Walter Biller - p. 168 40. 48 Document Preventative Services and Test Results for Diego Lupez - p. 173 41. 49 Document Immunizations and Order for Celia Tapia - p. 176 42. 50 Document Preventative Services for Diego Lupez - p. 179 43. 51 Document Progress Note and Order for Charles Johnson - p. 181 44. 52 Document a Phone Encounter and Order for Charles Johnson - p. 185 45. 53 Document Phone Encounter for Ella Rainwater - p. 189 46. 54 Document Preventative Services and Immunizations for Ella Rainwater - p. 192 47. 55 Document Vital Signs, Allergies, Medications, and Order for Maude Crawford - p. 195 48. 56 Document Health History for Al Neviaser - p. 200 49. 57 Document Problem List, Chief Complaint, Medications, and Allergies for Carl Bowden - p. 204 50. 58 Document Chief Complaint and Order for Carl Bowden - p. 209 51. 59 Document Problem List, Allergies, Vital Signs, Medications, and Order for Robert Caudill - p. 212 52. 60 Document Chief Complaint, Vital Signs, and Surgical History for Walter Biller - p. 220 53. 61 Document Chief Complaint, Problem List, and Order for Robert Caudill - p. 223 54. Unit 4. Coding & Billing - p. 227 55. Module Overview - p. 228 56. 62 Document Progress Note and Submit Superbill for Walter Biller - p. 229 57. 63 Document Medications and Problem List, then Submit Superbill, Update Ledger, and Submit Claim for Norma Washington - p. 234 58. 64 Document Chief Complaint and Progress Note, then Submit Superbill, Update Ledger, and Submit Claim for Talibah Nasser - p. 241 59. 65 Document Immunization, Submit Superbill, and Post Payment to Ledger for Ella Rainwater - p. 248 60. 66 Submit Insurance Claim Tracer for Amma Patel - p. 254 61. 67 Submit Superbill and Post Charges to Ledger for Amma Patel - p. 257 62. 68 Complete Superbill, Ledger, and Claim for Diego Lupez - p. 261 63. 69 Complete Superbill, Post Payment to Ledger, and Complete Claim for Ella Rainwater - p. 266 64. 70 Complete Medical Records Release Form and Post Payment to Ledger for Carl Bowden - p. 272 65. 71 Submit Claim for Robert Caudill - p. 275 66. 72 Document Order, Complete Superbill, and Post Payment to Ledger for Carl Bowden - p. 278 67. 73 Complete Superbill, Ledger, and Claim for Anna Richardson - p. 282 68. 74 Post Payment to Ledger and Submit Claim for Al Neviaser - p. 287 69. 75 Update Ledger and Prepare Patient Statement for Charles Johnson - p. 290 70. 76 Post Payment to Ledger for Walter Biller and Update Day Sheet - p. 293 71. 77 Complete Superbill, Post Payment to Ledger, and Update Day Sheet for Norma Washington - p. 295 72. 78 Complete Superbill, Post Charges to Ledger, and Update Day Sheet for Robert Caudill - p. 300 73. 79 Post Partial Payment to Ledger for Amma Patel - p. 304 74. 80 Post Payments to Ledger for Ella Rainwater - p. 306 75. 81 Post Payment to Ledger for Casey Hernandez - p. 308 76. 82 Post Insurance Payment and Adjustment to Ledger for Casey Hernandez - p. 310 77. 83 Post Insurance Payment and Adjustment to Ledger for Walter Biller - p. 312 78. 84 Submit Superbill and Post Charges and Payments to Ledger for Carl Bowden - p. 314 79. 85 Document Progress Note, Complete Superbill, Update Ledger, and Post Payment to Day Sheet for Casey Hernandez - p. 320 80. 86 Complete Superbill and Post Payment to Ledger for Janine Butler - p. 325 81. 87 Complete Claim for Diego Lupez - p. 329 82. 88 Complete Superbill, Ledger, and Claim, then Prepare Patient Statement for Ella Rainwater - p. 331 83. 89 Post Insurance Payments to Ledger for Al Neviaser - p. 336 84. 90 Update Ledger for Diego Lupez - p. 338 85. 91 Document Patient Education, Complete Superbill, and Post Charges to Ledger for Al Neviaser - p. 340 86. 92 Prepare Patient Statement for Janine Butler - p. 345 87. 93 Document Progress Note and Submit Superbill for Diego Lupez - p. 347 88. 94 Document Progress Note, Complete Superbill and Ledger for Ella Rainwater, then Post Services on Day Sheet - p. 351 89. 95 Document Progress Note, Submit Superbill, and Post Charges to Ledger for Robert Caudill - p. 356 90. 96 Document Encounter and Complete Payment Process for Julia Berkley - p. 361 91. 97 Complete Referral Form, Document Chief Complaint and Progress Note, and Complete Payment Process for Robert Caudill - p. 368 92. 98 Create Bank Deposit Slip for Walter Biller - p. 374 93. 99 Document Transactions on Ledger and Day Sheet, then Prepare Bank Deposit Slip - p. 376 94. 100 Update Ledger, Create Deposit Slip, and Prepare Patient Statement for Norma Washington - p. 383 95. 101 Generate Phone Message and Physical Activity Order for Amma Patel - p. 386 96. 102 Document Lab Results and Problem List for Tai Yan - p. 390 97. 103 Generate Phone Message and Radiology Order for Ken Thomas - p. 393 98. 104 Create an Insurance Claim Tracer for Ella Rainwater - p. 396 99. 105 Document Neurological Status Exam, Problem List, and Patient Education for Norma Washington - p. 398 100. 106 Generate a Prior Authorization for Ken Thomas - p. 401 101. 107 Update Medication Record and Problem List for Ken Thomas - p. 404 102. 108 Generate Laboratory Orders for Ken Thomas - p. 407 103. 109 Document Rapid Strep Test and Prescription and Superbill for Daniel Miller - p. 410 104. 110 Document Preventive Services and Generate an Order for Screening Mammogram for Celia Tapia - p. 414 105. Appendix. Showcasing Experience and Portfolio Tips - p. 417 106. Glossary - p. 419 107. Assignment List - p. 422
Get a hands-on introduction to the medical office electronic health record! SimChart for the Medical Office: Learning the Medical Office Workflow, 2026 Edition, uses a guided approach with full access to SimChart® for the Medical Office (SCMO), Elsevier’s educational simulated electronic health record (EHR), plus clear, step-by-step instructions for a variety of medical assisting simulations. With SCMO access included with purchase, you will become acclimated to these simulations by completing more than 50 hours of practice tasks that address essential ABHES and CAAHEP Medical Assisting educational competencies. Screenshots and best practices make it easier for you to work through SimChart for the Medical Office tasks and assignments so you can master essential documentation skills to prepare for externship and practice.
1. Instructions for online access - p. i 2. Title of Book - p. i 3. Cover image - p. i 4. Title page - p. ii 5. Table of Contents - p. iii 6. Copyright - p. iv 7. To the Instructor - p. v 8. To the Student - p. xi 9. Unit 1. Navigating SimChart for the Medical Office - p. 1 10. Unit 2. Front Office - p. 23 11. Unit 3. Clinical Care - p. 89 12. Module Overview - p. 90 13. 21 Schedule Appointment and Order X-Ray for Mora Siever - p. 91 14. 22 Schedule Appointment and Order Procedures for Aaron Jackson - p. 94 15. 23 Prepare Order and Medical Records Release Form for Norma Washington - p. 98 16. 24 Schedule Appointment and Update Problem List for Ella Rainwater - p. 102 17. 25 Upload Test Results and Prepare Lab Results Letter for Julia Berkley - p. 106 18. 26 Update Problem List and Document Vital Signs for Aaron Jackson - p. 109 19. 27 Update Problem List for Johnny Parker - p. 113 20. 28 Update Problem List for Anna Richardson - p. 117 21. 29 Update Problem List for Ella Rainwater - p. 121 22. 30 Document Allergies for Al Neviaser - p. 124 23. 31 Document Immunizations and Schedule Follow-up Appointment for Daniel Miller - p. 126 24. 32 Document Allergies and Medications for Daniel Miller - p. 130 25. 33 Document Immunizations for Al Neviaser - p. 132 26. 34 Document Medications for Al Neviaser - p. 134 27. 35 Document Immunizations and Medications for Diego Lupez - p. 137 28. 36 Document Health History for Ella Rainwater - p. 140 29. 37 Document Phone Encounter and Prepare Medication Refill for Casey Hernandez - p. 143 30. 38 Document Patient Education for Amma Patel - p. 145 31. 39 Document Patient Education for Casey Hernandez - p. 147 32. 40 Document Vital Signs for Amma Patel - p. 149 33. 41 Document Vital Signs for Ella Rainwater - p. 151 34. 42 Document Preventative Services for Amma Patel - p. 153 35. 43 Document Encounter and Schedule Appointment for Walter Biller - p. 155 36. 44 Document Order and Preventative Services for Diego Lupez - p. 158 37. 45 Document Progress Note and Order for Norma Washington - p. 161 38. 46 Document Allergies and Medications for Ella Rainwater - p. 165 39. 47 Document Lab Results, Preventative Services, and Order for Walter Biller - p. 168 40. 48 Document Preventative Services and Test Results for Diego Lupez - p. 173 41. 49 Document Immunizations and Order for Celia Tapia - p. 176 42. 50 Document Preventative Services for Diego Lupez - p. 179 43. 51 Document Progress Note and Order for Charles Johnson - p. 181 44. 52 Document a Phone Encounter and Order for Charles Johnson - p. 185 45. 53 Document Phone Encounter for Ella Rainwater - p. 189 46. 54 Document Preventative Services and Immunizations for Ella Rainwater - p. 192 47. 55 Document Vital Signs, Allergies, Medications, and Order for Maude Crawford - p. 195 48. 56 Document Health History for Al Neviaser - p. 200 49. 57 Document Problem List, Chief Complaint, Medications, and Allergies for Carl Bowden - p. 204 50. 58 Document Chief Complaint and Order for Carl Bowden - p. 209 51. 59 Document Problem List, Allergies, Vital Signs, Medications, and Order for Robert Caudill - p. 212 52. 60 Document Chief Complaint, Vital Signs, and Surgical History for Walter Biller - p. 220 53. 61 Document Chief Complaint, Problem List, and Order for Robert Caudill - p. 223 54. Unit 4. Coding & Billing - p. 227 55. Module Overview - p. 228 56. 62 Document Progress Note and Submit Superbill for Walter Biller - p. 229 57. 63 Document Medications and Problem List, then Submit Superbill, Update Ledger, and Submit Claim for Norma Washington - p. 234 58. 64 Document Chief Complaint and Progress Note, then Submit Superbill, Update Ledger, and Submit Claim for Talibah Nasser - p. 241 59. 65 Document Immunization, Submit Superbill, and Post Payment to Ledger for Ella Rainwater - p. 248 60. 66 Submit Insurance Claim Tracer for Amma Patel - p. 254 61. 67 Submit Superbill and Post Charges to Ledger for Amma Patel - p. 257 62. 68 Complete Superbill, Ledger, and Claim for Diego Lupez - p. 261 63. 69 Complete Superbill, Post Payment to Ledger, and Complete Claim for Ella Rainwater - p. 266 64. 70 Complete Medical Records Release Form and Post Payment to Ledger for Carl Bowden - p. 272 65. 71 Submit Claim for Robert Caudill - p. 275 66. 72 Document Order, Complete Superbill, and Post Payment to Ledger for Carl Bowden - p. 278 67. 73 Complete Superbill, Ledger, and Claim for Anna Richardson - p. 282 68. 74 Post Payment to Ledger and Submit Claim for Al Neviaser - p. 287 69. 75 Update Ledger and Prepare Patient Statement for Charles Johnson - p. 290 70. 76 Post Payment to Ledger for Walter Biller and Update Day Sheet - p. 293 71. 77 Complete Superbill, Post Payment to Ledger, and Update Day Sheet for Norma Washington - p. 295 72. 78 Complete Superbill, Post Charges to Ledger, and Update Day Sheet for Robert Caudill - p. 300 73. 79 Post Partial Payment to Ledger for Amma Patel - p. 304 74. 80 Post Payments to Ledger for Ella Rainwater - p. 306 75. 81 Post Payment to Ledger for Casey Hernandez - p. 308 76. 82 Post Insurance Payment and Adjustment to Ledger for Casey Hernandez - p. 310 77. 83 Post Insurance Payment and Adjustment to Ledger for Walter Biller - p. 312 78. 84 Submit Superbill and Post Charges and Payments to Ledger for Carl Bowden - p. 314 79. 85 Document Progress Note, Complete Superbill, Update Ledger, and Post Payment to Day Sheet for Casey Hernandez - p. 320 80. 86 Complete Superbill and Post Payment to Ledger for Janine Butler - p. 325 81. 87 Complete Claim for Diego Lupez - p. 329 82. 88 Complete Superbill, Ledger, and Claim, then Prepare Patient Statement for Ella Rainwater - p. 331 83. 89 Post Insurance Payments to Ledger for Al Neviaser - p. 336 84. 90 Update Ledger for Diego Lupez - p. 338 85. 91 Document Patient Education, Complete Superbill, and Post Charges to Ledger for Al Neviaser - p. 340 86. 92 Prepare Patient Statement for Janine Butler - p. 345 87. 93 Document Progress Note and Submit Superbill for Diego Lupez - p. 347 88. 94 Document Progress Note, Complete Superbill and Ledger for Ella Rainwater, then Post Services on Day Sheet - p. 351 89. 95 Document Progress Note, Submit Superbill, and Post Charges to Ledger for Robert Caudill - p. 356 90. 96 Document Encounter and Complete Payment Process for Julia Berkley - p. 361 91. 97 Complete Referral Form, Document Chief Complaint and Progress Note, and Complete Payment Process for Robert Caudill - p. 368 92. 98 Create Bank Deposit Slip for Walter Biller - p. 374 93. 99 Document Transactions on Ledger and Day Sheet, then Prepare Bank Deposit Slip - p. 376 94. 100 Update Ledger, Create Deposit Slip, and Prepare Patient Statement for Norma Washington - p. 383 95. 101 Generate Phone Message and Physical Activity Order for Amma Patel - p. 386 96. 102 Document Lab Results and Problem List for Tai Yan - p. 390 97. 103 Generate Phone Message and Radiology Order for Ken Thomas - p. 393 98. 104 Create an Insurance Claim Tracer for Ella Rainwater - p. 396 99. 105 Document Neurological Status Exam, Problem List, and Patient Education for Norma Washington - p. 398 100. 106 Generate a Prior Authorization for Ken Thomas - p. 401 101. 107 Update Medication Record and Problem List for Ken Thomas - p. 404 102. 108 Generate Laboratory Orders for Ken Thomas - p. 407 103. 109 Document Rapid Strep Test and Prescription and Superbill for Daniel Miller - p. 410 104. 110 Document Preventive Services and Generate an Order for Screening Mammogram for Celia Tapia - p. 414 105. Appendix. Showcasing Experience and Portfolio Tips - p. 417 106. Glossary - p. 419 107. Assignment List - p. 422
