HIM 3031 - Dental Code Bill & Assisting

1. Recognize the different traits of an administrative dental assistant.

a. Describe the many roles of the administrative dental assistant, office manager, business manager, receptionist, insurance biller, records manager, data processor, bookkeeper, and appointment scheduler.

b. Name the various members of the dental health care team and discuss the roles they play in the delivery of dental care.

2. Identify the rules and function of HIPAA, as it applies to the dental healthcare system.

3. Examine the ADA’s Principles of Ethics and Code of Professional Conduct and demonstrate an understanding of their content by explaining, discussing, and applying the principles.

4. Describe the different areas of a dental office.

5. List the basic structures of the face and oral cavity.

a. Name the basic anatomical structures and tissues of the teeth.

b. Distinguish between different tooth-numbering systems.

c. Interpret dental-charting symbols.

6. Categorize basic dental procedures.

a. List basic chairside dental assisting duties and identify OSHA and state regulations.

7. Identify the five elements of the communications process.

a. Differentiate between verbal and nonverbal messages and describe how the two are used to send and receive messages.

b. Demonstrate how the dental healthcare team sends nonverbal cues.

c. Categorize the different types of interpersonal communication and describe how they are used in the dental profession.

d. Discuss the barriers to effective communication and express how members of the dental healthcare team can remove these barriers.

e. List the responsibilities of the sender that contribute to effective communication and list the responsibilities of the receiver in effective communication.

8. Identify and describe professional telephone manners.

9. Discuss the four elements of letter writing style and compose a letter.

a. Describe letter style appearance as it applies to a finished business letter.

b. Recognize the different parts of a business letter.

c. Evaluate a completed business letter by identifying letter style format, judging letter style, appearance and assessing letter writing style.

d. Identify when HIPAA Privacy and Security Rules apply to written communications.

e. Identify the various types of mail and determine how each type should be handled.

10. Compare and contrast the humanistic theory according to Maslow and Rogers. Relate the theory to patient relations.

11. Identify the different stages that present a positive image for the dental practice.

a. Describe the elements of a positive image and give examples.

12. Demonstrate different problem-solving techniques.

a. Examine different problem-solving techniques.

13. Examine different methods of providing outstanding customer service.

a. Identify team strategies and personal strategies for providing exceptional patient care.

14. Identify the purpose of a dental practice procedural manual and identify the different elements of the manual.

15. Categorize the various channels of organizational communication and identify the types of communication that are used in each channel.

a. Identify and discuss barriers to organizational communications.

b. Describe different types of organizational conflict, and select the appropriate style for resolution.

16. Identify the purpose of staff meetings.

17. Compare the three levels of function of dental practice management software and discuss their application.

a. Identify the functions to consider when selecting dental practice management software.

18. Discuss the role of the administrative dental assistant in the operation of a computerized dental practice.

a. Identify the different computer tasks performed by the administrative dental assistant.

b. Describe the importance of a computer system backup routine.

19. Identify the functions of clinical records.

a. Identify key elements of record keeping and describe the significance of each element.

b. Define the two types of accessibility of clinical records.

c. Identify the methods used in the collection of information needed to complete clinical records.

d. Identify the components of a clinical record and describe the function of each component.

20. Identify the function of risk management.

a. Identify situations that lead to patient dissatisfaction.

21. Describe the different types of filing methods.

a. Classify personal names according to ARMA Simplified Filing Standard Rules by correctly indexing names as they appear on filing labels.

b. Identify the type of filing methods used for filing accounts payable, accounts, receivable, bank statements, financial reports, and personnel records.

c. Describe methods that can be used for filing patient information.

d. Prepare a new patient’s clinical record for filing.

e. Prepare a business document for filing.

22. Describe the mechanics of scheduling.

a. Identify criteria required for matrixing an appointment book and electronic scheduler. 

b. Apply the criteria selected, and properly matrix an appointment book and set up an electronic scheduler.

c. Identify different methods used to identify when specific procedures should be scheduled.

d. Identify the criteria for making an appointment book entry (manual and electronic).

e. List the seven different scenarios of appointment scheduling, and formulate an action plan to solve the problems.

f. List the steps to be followed in making an appointment (manual and electronic).

g. Fill out an appointment card and make a daily schedule.

h. Describe the use of a call list.

i. Identify the steps to be followed in performing the daily routine associated with the appointment schedule.

23. Identify the benefits to a patient of a recall appointment, and list the benefits to the dental practice.

a. Identify the elements that are necessary for an effective recall system.

b. Identify the different classifications of recalls.

c. Describe prescheduled, telephone, mail and combination recall systems.

d. Describe the barriers to prescheduled, telephone, and mail recall systems.

e. Identify solutions to the barriers of prescheduled, telephone, and mail recall systems.

24. Identify information needed to order supplies and products, and how this information can be used.

a. Define rate of use and lead time

b. Describe the role of an inventory manager.

c. Analyze the elements of a good inventory management system, and describe how elements relate to the organization and overall effectiveness of a dental practice.

d. Compare the advantages and disadvantages of catalog ordering and supply house services.

i. Discuss when it is appropriate to use the two services.

e. Identify the information that should be considered before an order is placed for supplies and products.

f. Describe the various sections of a Material Safety Data Sheet, and describe what information is important to an inventory manager.

25. Identify the components of a dental practice information system and explain the function of each component.

a. Categorize the various functions of a dental practice telecommunication system.

b. Describe the features of a telephone system and explain how they can be used in a modern dental practice

c. Design an ergonomic workstation.

i. Identify important elements and state their purpose.

26. Identify the elements of a financial policy and discuss the qualifying factors for each of the elements.

a. Describe the different types of financial plans and explain how they can be applied in a dental practice.

b. State the purpose of managing accounts receivable.

i. Describe the role of the administrative dental assistant in managing accounts receivable.

c. Classify the different levels of the collection process.

d. Understand how to place a telephone collection call.

e. Understand how to process a collection letter.

f. Interpret aging reports and implement proper collection procedures.

27. Classify and identify the various types of insurance coverage.

28. Identify the purpose of insurance coding and differentiate between categories.

a. List the types of insurance information required to determine insurance coverage.

29. Identify the different methods of filing insurance claims and the responsibility of the administrative dental assistant in filing dental claims.

30. Understand part 5B of the ADA Code of Ethics, and identify how it applies to an administrative dental assistant.

31. Complete a dental claim form for manual submission.

32. Describe the function of accounts payable.

a. Formulate a system to organize accounts payable.

b. Analyze the methods of check writing and state their functions.

c. Identify the stops to reconciling a checking account.

d. Identify the information needed for a payroll record.

33. Describe the role of the administrative dental assistant in the management of patient financial transactions.

a. Describe the steps in posting transactions:

i. charges

ii. payments and adjustments

iii. proof of posting

b. Identify the importance of an audit report.

c. Describe a process for implementing an audit trail.

i. Compare the audit trails used in a computerized bookkeeping system with those used in a manual bookkeeping system.