Latest Version | 2025/2026 | Correct &
Verified
How should a CMAA prioritize tasks during a busy clinic day?
✔✔Address urgent patient needs first, then administrative duties.
Which of the following is part of proper phone etiquette in a medical office?
✔✔Answer promptly, identify the office, and speak politely.
How should a CMAA handle an incomplete insurance claim?
✔✔Verify missing information and resubmit the claim accurately.
What should a CMAA do before closing the office for the day?
✔✔Secure records, check messages, and ensure all tasks are completed.
How should a CMAA respond when a patient requests a change in appointment time?
✔✔Reschedule according to availability and confirm the new time with the patient.
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,Which of the following is a CMAA responsibility in maintaining medical supplies?
✔✔Monitor inventory, order supplies as needed, and ensure proper storage.
How should a CMAA handle an urgent message for the provider?
✔✔Deliver it immediately and ensure the provider acknowledges receipt.
Which of the following is essential when preparing a superbill for billing?
✔✔Ensure procedures and diagnosis codes match the patient visit documentation.
How should a CMAA handle a patient refusing to provide insurance information?
✔✔Inform the patient of their financial responsibility and document the refusal.
What is the correct method for confirming a follow-up appointment?
✔✔Call, email, or text the patient and document confirmation.
Which of the following is part of triaging patient calls?
✔✔Assess urgency and direct patients to the appropriate level of care.
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,How should a CMAA manage confidential voicemail messages?
✔✔Ensure only authorized personnel access the messages and document receipt.
What is the CMAA’s role in managing patient referrals?
✔✔Verify insurance, schedule the appointment, and provide patient instructions.
Which of the following is essential for proper documentation in electronic health records?
✔✔Ensure accuracy, completeness, and timely entry of patient information.
What should a CMAA do when a patient arrives for a procedure requiring prior authorization?
✔✔Confirm authorization has been obtained before proceeding.
Which of the following is the correct approach when documenting a patient’s refusal of
treatment?
✔✔Include the date, time, patient’s reason, and staff signature in the record.
How should a CMAA respond when a patient calls with lab results questions?
✔✔Verify identity and refer the patient to the provider for interpretation.
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, Which of the following is the first step in checking a patient in at the front desk?
✔✔Verify the patient’s identity and confirm their appointment.
What is the proper action when a patient refuses a procedure?
✔✔Document the refusal and inform the provider immediately.
How should a CMAA handle an angry patient on the phone?
✔✔Remain calm, listen actively, and provide assistance or escalate as needed.
Which of the following is the correct way to maintain patient confidentiality?
✔✔Follow HIPAA guidelines and only share information with authorized personnel.
What should a CMAA do when a patient’s insurance is expired?
✔✔Inform the patient, collect payment arrangements, and update insurance information.
Which task is essential when preparing a patient’s chart for a visit?
✔✔Ensure all medical history, medications, and test results are up-to-date.
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