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⚠ Pending professional review

This course plan, its lessons and its assessments has not yet been verified by a licensed clinician in the field or by a certification or approval body. It is a study draft and may contain errors. Do not use it to make decisions about any patient or medication. Always follow your instructor, your supervising professional, and current official references and regulations.

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Medical Assisting

9 courses · 1,350 clock hours · 9 mo full-time. Grading is competency-based: each course requires the written exam, a competent skills demonstration with zero safety faults, a signed log, and a passed safety audit; percentage weights only rank performance above the competency floor.

$14,945 COMPLIMENTARYprogram tuition
9courses
79lessons
1,350hours
31assessments
Development progressPlanCourses, lessons and assessments written for this tradeLessons79 of 79 lesson pages writtenPractice631 practice questionsResources116 reference entries (study list)Review0 lesson pages reviewed by a licensed professional
Study now: 79 lesson pages are open (lesson titles below are links).
HLT-MEDI38-01 Universal core

Universal Core: Safety, Math, Communication & Career for Medical Assistants

148 hr · $1,185 COMPLIMENTARY

This foundational course equips learners with the safety standards, mathematical skills, communication practices, and professional behaviors required across every role in medical assisting. Students complete OSHA general industry safety training, CPR/First Aid certification, and build the health-care math, medical terminology, and digital literacy skills that underpin every subsequent course. Career readiness topics—including resume writing, professional conduct, and scope-of-practice awareness—prepare students for practicum placement and credentialing.

Outcomes
Course text

This foundational course equips learners with the safety standards, mathematical skills, communication practices, and professional behaviors required across every role in medical assisting. Students complete OSHA general industry safety training, CPR/First Aid certification, and build the health-care math, medical terminology, and digital literacy skills that underpin every subsequent course. Career readiness topics—including resume writing, professional conduct, and scope-of-practice awareness—prepare students for practicum placement and credentialing.

How the course runs. 7 blocks: OSHA Safety Fundamentals and Infection Control in the Medical Office; First Aid and CPR/AED Certification; Health-Care Math: Measurement, Conversions, and Dosage Calculation; Medical Terminology for Clinical and Administrative Practice; Professional Communication: Written, Verbal, and Patient-Centered; Digital Tools and Electronic Documentation for Medical Assistants; Career Readiness: Scope of Practice, Credentialing, and Professional Portfolio.

What competent looks like. Demonstrate compliance with OSHA bloodborne pathogen and hazard communication standards as applied to ambulatory health-care settings. Perform accurate metric, household, and apothecary unit conversions and dosage calculations using dimensional analysis with 100% accuracy on patient-safety-critical items. Decode and correctly use medical terminology—including roots, prefixes, and suffixes—relevant to clinical and administrative medical assisting tasks. Apply clear written and verbal communication techniques, including professional documentation practices and patient-centered plain-language communication. Use standard office and health-care digital tools—including email, scheduling software concepts, and electronic document management—accurately and professionally. Articulate the scope of practice for a Certified Medical Assistant (CMA) and Registered Medical Assistant (RMA), identify credentialing pathways, and produce a career-ready resume and professional portfolio entry.

Lessons · 7 blocks
#LessonHrTypeObjectiveActivitiesMaterialsCheck
1OSHA Safety Fundamentals and Infection Control in the Medical Office24labStudents correctly identify OSHA general industry and bloodborne pathogen standards, demonstrate proper PPE selection and donning/doffing technique, and perform hand hygiene and sharps disposal procedures without error.
  1. Complete the OSHA 10-Hour General Industry online/classroom modules with a focus on health-care hazards, hazard communication (HazCom/GHS), and bloodborne pathogens (29 CFR Part 1910.1030 framework—concepts, not memorized code numbers); document completion in a personal safety log.
  2. Lab station rotation: students practice correct glove donning and doffing, surgical mask fitting, and biohazard bag sealing while an instructor uses a standardized checklist to evaluate each step in sequence.
  3. Scenario drill—students role-play a needle-stick exposure event: they identify the immediate response steps, locate the exposure control plan binder, practice completing a mock incident report form, and debrief as a class on what went right and what needed correction.
OSHA 10 course materials (OSHA-authorized provider), facility exposure control plan template, PPE assortment (gloves S/M/L, masks, gowns, face shields), biohazard bags, sharps container with practice needles, hand hygiene audit cards, CDC hand hygiene guideline handoutInstructor observational checklist covering 12 critical safety behaviors (PPE sequence, hand hygiene steps, sharps disposal, incident report completion); pass requires zero critical errors and ≥ 10/12 behaviors performed correctly. OSHA 10 card issued upon module completion.
2First Aid and CPR/AED Certification16labStudents perform adult, child, and infant CPR, AED operation, and first-aid interventions for choking, bleeding control, and shock management to the standard required for an accredited CPR/First Aid certification card.
  1. Skills practice on adult and infant manikins: students perform compression-only and full CPR cycles (30:2 ratio) in pairs, with an instructor using a standardized skills sheet to give real-time corrective feedback on compression depth, rate, and hand placement.
  2. AED scenario: each student retrieves a training AED, powers it on, correctly places pads on the manikin following audio prompts, delivers a simulated shock, and immediately resumes CPR—repeated until the student completes the sequence without error.
  3. First-aid stations (rotating): students practice direct-pressure bleeding control using bandaging supplies, demonstrate recovery position placement, perform abdominal thrusts on an adult choking manikin, and complete a brief written case note for each scenario treated.
Adult and infant CPR manikins, training AED units, CPR barrier masks, bandaging supplies (gauze, pressure dressings, gloves), accredited CPR/First Aid provider course materials (e.g., American Heart Association or American Red Cross)Accredited skills check-off using the certifying organization's standardized evaluation form; students must pass all required skills stations and a written knowledge check per the certifying body's passing standard to receive a CPR/First Aid card.
3Health-Care Math: Measurement, Conversions, and Dosage Calculation28practiceStudents convert units accurately among metric, household, and apothecary systems and solve drug dosage calculation problems using dimensional analysis, achieving 100% on patient-safety-critical calculation items.
  1. Guided notes and worked examples: instructor demonstrates dimensional analysis setup for metric-to-household conversions (e.g., mL to teaspoons, kg to lb) and for a basic desired-dose/available-dose problem; students solve a parallel set of 10 problems independently, then compare and correct in pairs.
  2. Math lab with simulated medication labels: students receive printed mock medication labels, prescription slips, and a patient weight card; they calculate the correct dose and document it on a mock medication administration record (MAR), flagging any discrepancy from a reference answer key and explaining the error in writing.
  3. Timed 20-question dosage quiz (ungraded formative) followed by small-group error analysis: groups identify which conversion step caused each mistake, create a personal 'error log,' and write a corrective note to themselves for each question missed.
Health-care math textbook (e.g., Pickar & Swart, Dosage Calculations, current edition), printed mock medication labels and MARs, calculators, dimensional analysis worksheet packets, metric/household conversion reference cardInstructor reviews completed MAR exercises and checks dimensional analysis setup and final answer; all patient-safety-critical calculations (dosage and weight-based conversions) must be correct (100%); overall worksheet accuracy ≥ 80% required before the unit summative exam.
4Medical Terminology for Clinical and Administrative Practice22theoryStudents decode unfamiliar medical terms by correctly identifying and defining roots, prefixes, and suffixes across the major body systems and administrative contexts used in medical assisting.
  1. Root-prefix-suffix card sort: students receive a set of 60 term-component cards and sort them into roots, prefixes, and suffixes, then construct at least 10 complete medical terms, write a plain-language definition for each, and check against a provided answer key.
  2. Body-system terminology mapping: for each of eight major body systems (integumentary, musculoskeletal, cardiovascular, respiratory, gastrointestinal, genitourinary, nervous, endocrine), students complete a structured graphic organizer listing five clinical terms, their component breakdown, and a sample sentence as it might appear in a chart note.
  3. Medical terminology 'charting in context' exercise: students read three short simulated SOAP notes containing 15 bolded terms, write lay-language translations for each term, then re-read the note and answer three clinical-relevance questions to demonstrate comprehension in context.
Medical terminology textbook or workbook (e.g., Chabner, The Language of Medicine, current edition), term-component flash-card sets, body-system graphic organizer worksheets, sample SOAP note handoutsInstructor grades the completed graphic organizers and SOAP-note translation exercise using an answer key; students must correctly define ≥ 80% of all terms and correctly identify all component parts for ≥ 75% of terms; errors on terms directly related to medication or allergy documentation are reviewed one-on-one before the lesson is considered passed.
5Professional Communication: Written, Verbal, and Patient-Centered24demoStudents compose clear, professional written communications (telephone message, referral cover note, patient instruction sheet) and demonstrate patient-centered verbal communication techniques including active listening, teach-back, and plain-language explanation.
  1. Telephone message role-play: in pairs, one student plays the medical assistant receiving a call from a 'patient' (peer reading from a scripted card) who is confused about pre-procedure instructions; the MA student practices open-ended questions, active listening, and teach-back, then documents the call on a standard phone message form—roles are then swapped.
  2. Plain-language rewrite exercise: students receive a printed discharge instruction paragraph written at a high reading level (above 8th grade) and must rewrite it in plain language appropriate for a general adult patient, then exchange papers with a partner for peer review using a provided plain-language checklist (short sentences, common words, active voice).
  3. Professional email and written communication workshop: students draft a simulated referral cover letter to a specialist's office and a follow-up email to a patient confirming an appointment, applying HIPAA-aware practices (no unnecessary PHI in email subject lines), correct grammar, and professional tone; instructor provides written feedback using a rubric.
Telephone message forms, plain-language rewrite worksheet, professional email rubric, HIPAA-aware communication guidelines handout, role-play scenario cards, plain-language health literacy checklist (e.g., based on CDC Clear Communication resources)Instructor evaluates telephone role-play using a 10-item behavioral checklist (active listening, teach-back, documentation accuracy); plain-language rewrite and email draft are graded with a rubric; students must score ≥ 80% on the communication rubric and demonstrate teach-back correctly before moving to the next lesson.
6Digital Tools and Electronic Documentation for Medical Assistants18practiceStudents accurately perform basic electronic documentation tasks—scheduling, sending an internal message, and entering structured data—within a simulated electronic health record environment, and apply digital professionalism standards.
  1. EHR simulation tour: using a training/demo version of a practice-management and EHR platform (e.g., the free practice environment included with the program's chosen EHR software or an open-source training EHR), students follow a step-by-step guided worksheet to register a demo patient, schedule an appointment, and locate and open a chart note—instructor observes and answers questions in real time.
  2. Digital professionalism case studies: students read three brief scenarios involving inappropriate social media posts about patients, insecure emailing of PHI, and unsanctioned photography in a clinical area; for each, they write a short paragraph identifying the HIPAA and professional conduct issue and the correct alternative action, then discuss as a class.
  3. Productivity tools mini-lab: students use a word processor to format a one-page professional document (patient education handout) applying consistent heading styles, spell-check, and a readable font; they also demonstrate saving to a shared folder with a standardized file-naming convention and retrieving a document emailed to them as an attachment.
Computers or tablets with internet access, EHR training/demo platform access, word processing software (e.g., Microsoft Word or Google Docs), digital professionalism case-study handouts, file-naming convention guideInstructor verifies completed EHR simulation worksheet (all required fields entered correctly, appointment correctly scheduled) and reviews the formatted patient education handout; students must complete all EHR steps without instructor prompting on a second unguided attempt and score ≥ 80% on the digital professionalism case-study write-ups.
7Career Readiness: Scope of Practice, Credentialing, and Professional Portfolio16theoryStudents accurately describe the scope of practice and legal boundaries for a CMA (AAMA) and RMA (AMT), explain the eligibility requirements and content domains for at least two credentialing exams, and produce a complete professional portfolio entry including a career-ready resume.
  1. Scope-of-practice mapping activity: using the AAMA and AMT scope-of-practice documents, students create a two-column T-chart listing tasks a medical assistant may perform versus tasks outside MA scope (e.g., diagnosing, prescribing), then apply this to five clinical vignettes by classifying each task as within or outside scope and citing the relevant professional standard.
  2. Credential comparison research: students use the official AAMA (aama-ntl.org) and AMT (americanmedtech.org) websites to complete a structured comparison worksheet covering eligibility requirements, exam content areas, exam format, and recertification requirements for the CMA (AAMA) and RMA (AMT); students also identify one phlebotomy certification option (NHA, AMT, or ASCP) and add it to the chart.
  3. Professional portfolio build: students draft a one-page resume tailored to an entry-level medical assistant job posting (provided by instructor), write a three-sentence professional summary, and insert both into a portfolio folder along with their OSHA 10 card copy and CPR card copy—a peer-review partner evaluates the resume using a provided rubric before the student submits it to the instructor.
AAMA and AMT official websites (accessed on classroom computers), scope-of-practice documents from AAMA and AMT, credential comparison worksheet, sample entry-level MA job posting, resume rubric, portfolio folder or binder, copies of OSHA 10 and CPR completion recordsInstructor reviews the completed scope-of-practice T-chart (all five vignettes must be correctly classified with a cited rationale), credential comparison worksheet (all required fields completed with accurate information from official sources), and resume (must meet all rubric criteria, including accurate contact information, professional summary, relevant skills section, and correct formatting) with a passing score of ≥ 80% on the combined rubric.
Assessments
AssessmentTypeWeightPass standardMethod & rubric
OSHA, Safety, and CPR Knowledge ExamWritten exam25%75% overall; zero errors on bloodborne pathogen exposure-response questionsA 50-question multiple-choice and true/false exam covering OSHA bloodborne pathogen standards, hazard communication, PPE selection, hand hygiene, sharps disposal, first aid procedures, and CPR decision-making. Questions are written at the Bloom's application level to reflect CMA (AAMA) and RMA (AMT) exam content in the safety and patient care domains.
Accuracy · Safety · Communication · Professionalism
Health-Care Math and Medical Terminology ExamWritten exam25%80% overall; 100% on all dosage calculation items designated as patient-safety-criticalA 60-item exam combining 30 math problems (unit conversions, dosage calculations using dimensional analysis) and 30 terminology items (component identification, definition, and clinical context); the math section mirrors the quantitative reasoning content tested on both the CMA (AAMA) and RMA (AMT) exams, and terminology items reflect content across all major body systems.
Accuracy · Safety · Communication · Professionalism
Professional Portfolio ProjectProject25%Minimum score of 80% on the portfolio rubric; all required items present and completeStudents submit a professional portfolio containing: a career-ready resume tailored to an entry-level MA position, a completed credential comparison chart for CMA (AAMA), RMA (AMT), and one phlebotomy certification, a scope-of-practice vignette analysis with cited rationale for all five vignettes, and copies of OSHA 10 and CPR completion documents. The portfolio is evaluated with a detailed rubric assessing accuracy, professionalism, completeness, and written clarity.
Accuracy · Safety · Communication · Professionalism
Professional Communication Oral DefenseOral / panel25%Instructor rates all four assessed behaviors as 'meets standard' on the behavioral checklist; no critical communication errors (e.g., disclosing PHI inappropriately, failing teach-back when patient expresses confusion)Each student participates in a 10-minute structured oral assessment in which the instructor role-plays a patient with a question about a simulated medication instruction sheet; the student must demonstrate active listening, use plain language, apply teach-back to confirm understanding, and respond professionally to a follow-up concern. The instructor uses a four-category behavioral checklist and provides verbal feedback immediately after.
Accuracy · Safety · Communication · Professionalism
HLT-MEDI38-02 Trade course

Clinical and Administrative Foundations of Medical Assisting

146 hr · $2,100 COMPLIMENTARY

This course builds the core clinical and administrative competencies a medical assistant performs daily in an ambulatory care setting, including vital signs, patient intake, specimen handling, medical records, scheduling, and billing fundamentals. Learners integrate hands-on lab practice with procedural theory so every skill is grounded in both accuracy and patient safety. Lesson content maps directly to the Administrative and Clinical domains of the CMA (AAMA) and RMA (AMT) certification examinations.

Outcomes
Course text

This course builds the core clinical and administrative competencies a medical assistant performs daily in an ambulatory care setting, including vital signs, patient intake, specimen handling, medical records, scheduling, and billing fundamentals. Learners integrate hands-on lab practice with procedural theory so every skill is grounded in both accuracy and patient safety. Lesson content maps directly to the Administrative and Clinical domains of the CMA (AAMA) and RMA (AMT) certification examinations.

How the course runs. 12 blocks: Medical Asepsis and Infection Control in the Clinical Setting; Medical Terminology and Abbreviations for Clinical and Administrative Documentation; Vital Signs: Temperature, Pulse, and Respiration; Vital Signs: Blood Pressure and Oxygen Saturation; Patient Intake, History, and Therapeutic Communication; Patient Positioning, Draping, and Examination Room Preparation; Assisting with Minor Office Procedures and Sterile Technique; Medication Administration Routes and Safety Principles; Appointment Scheduling, Patient Registration, and Insurance Verification; Medical Records Management, HIPAA, and Release of Information; Introduction to Diagnostic and Procedural Coding for Charge Capture; Professional Ethics, Legal Scope of Practice, and Patient Rights.

What competent looks like. Accurately measure and document all five vital signs — temperature, pulse, respiration, blood pressure, and oxygen saturation — using correct technique and normal reference ranges for adult and pediatric patients. Perform a complete patient intake including chief complaint, medical and medication history, and review of systems, using professional therapeutic communication techniques. Prepare, position, and drape patients safely and respectfully for routine clinical examinations and minor office procedures in compliance with scope-of-practice and dignity standards. Assist the provider with minor office procedures including wound care, sterile field maintenance, and instrument setup using standard precautions and OSHA bloodborne-pathogen guidelines. Execute core administrative tasks — appointment scheduling, insurance verification, charge capture, and medical record documentation in an electronic health record — accurately and efficiently. Apply medical law and ethics principles, including patient confidentiality under HIPAA, informed consent, and mandatory reporting obligations, to realistic clinical and administrative scenarios.

Lessons · 12 blocks
#LessonHrTypeObjectiveActivitiesMaterialsCheck
1Medical Asepsis and Infection Control in the Clinical Setting12.5labStudents will correctly perform hand hygiene and don/doff personal protective equipment (PPE) in the sequence specified by CDC standard precautions, achieving zero critical errors on a skills checklist.
  1. Demonstrate the WHO six-step hand-hygiene technique using both soap-and-water and alcohol-based hand rub; evaluate peers using a published CDC checklist and document findings.
  2. Practice the complete PPE sequence (gloves, gown, mask, eye protection) for simulated bloodborne-pathogen exposure scenarios, then reverse the doffing order and identify contamination risk points.
  3. Sort a tray of mock clinical items into categories — critical, semi-critical, and non-critical — and assign the correct Spaulding Classification disinfection or sterilization level to each item.
Alcohol-based hand rub, soap dispensers, disposable gloves (multiple sizes), gowns, surgical masks, N95 respirators, face shields, CDC hand-hygiene poster, OSHA Bloodborne Pathogens standard summary, Spaulding Classification reference chart, skills checklist formsInstructor uses a 20-point skills checklist (hand hygiene 8 pts, PPE don 6 pts, PPE doff 6 pts); pass = 18/20 with zero critical-safety errors; repeat attempts allowed after remediation.
2Medical Terminology and Abbreviations for Clinical and Administrative Documentation10.5theoryStudents will decode and correctly use at least 120 medical terms and approved abbreviations drawn from the body systems, pharmacology, and administrative coding contexts covered on the CMA (AAMA) and RMA (AMT) exams.
  1. Complete timed prefix-root-suffix dissection worksheets using a standard medical dictionary; self-grade and record error patterns for targeted review.
  2. Translate a set of 15 simulated provider SOAP notes containing Latin abbreviations and clinical shorthand into plain English, flagging any unapproved or dangerous abbreviations from The Joint Commission 'Do Not Use' list.
  3. Play a card-matching game in pairs that links body-system combining forms to their definitions, then construct five original clinical sentences using correctly assembled terms.
Medical dictionary (e.g., Taber's Cyclopedic Medical Dictionary, current edition), approved abbreviation list, The Joint Commission 'Do Not Use' abbreviations list, SOAP note samples, terminology worksheets, index card setsWritten 50-question multiple-choice quiz on terminology and abbreviations; pass = 80% (40/50); students scoring below 80% complete targeted worksheet remediation and retest within one week.
3Vital Signs: Temperature, Pulse, and Respiration14.5labStudents will obtain oral, axillary, and tympanic temperatures; radial and apical pulse rates; and respiratory rates within clinically accepted measurement tolerances, documenting results correctly in a paper chart and electronic health record field.
  1. Measure oral temperature on five classmates using a digital thermometer, record results, then repeat using axillary and tympanic routes; compare readings across routes and discuss physiological reasons for differences.
  2. Count 60-second radial and apical pulse rates simultaneously with a partner using a watch with a second hand and a stethoscope, noting rhythm regularity, and calculate a pulse deficit where applicable.
  3. Observe respiration rate covertly on a peer for one full minute, classify the pattern (eupnea, tachypnea, bradypnea), and enter all three vital-sign sets into a simulated EHR training module.
Digital oral thermometers with probe covers, tympanic thermometers, stethoscopes, watches with second hands, paper vital-sign flow sheets, EHR training module (simulated), normal adult and pediatric vital-sign reference cardInstructor observes each student obtaining one temperature, one radial pulse, and one respiration; temperature must be within ±0.2°F of instructor measurement, pulse within ±4 beats/min, respiration within ±2 breaths/min; plus correct EHR entry; pass = all three within tolerance with correct documentation.
4Vital Signs: Blood Pressure and Oxygen Saturation12.5labStudents will accurately measure blood pressure by auscultatory method and peripheral oxygen saturation by pulse oximetry, identify readings outside normal adult ranges, and articulate the correct reporting protocol.
  1. Practice locating brachial pulse and applying a sphygmomanometer cuff at the correct height and cuff-size fit on three peers; take duplicate readings two minutes apart and compare results, discussing sources of error such as cuff size and patient position.
  2. Use a pulse oximeter on multiple fingers and both hands of peers, note how nail polish and cold extremities affect readings, and identify the threshold at which the provider must be notified based on facility policy scenarios provided by the instructor.
  3. Role-play the patient-notification conversation when a blood pressure reading is significantly elevated, practicing therapeutic communication; then document findings using SBAR (Situation, Background, Assessment, Recommendation) format.
Aneroid sphygmomanometers (multiple cuff sizes: adult regular, adult large, pediatric), stethoscopes, pulse oximeters, SBAR documentation template, blood-pressure error source reference guide, normal vital-sign ranges reference cardBilateral blood pressure readings taken by student and instructor simultaneously using a dual-head stethoscope; pass = systolic within ±4 mmHg and diastolic within ±4 mmHg of instructor value, correct cuff size selected, correct patient positioning, and accurate documentation; all three criteria must be met.
5Patient Intake, History, and Therapeutic Communication12.5practiceStudents will conduct a structured patient intake interview that captures the chief complaint, history of present illness, past medical history, current medications, allergies, and review of systems, using open-ended questioning and active listening techniques appropriate to diverse patient populations.
  1. Review and compare the components of a patient history form against a SOAP note template; identify which fields the medical assistant collects versus which the provider completes, and discuss scope-of-practice boundaries.
  2. Conduct a 10-minute simulated patient intake using a classmate role-playing as a patient from a scripted scenario card (scenarios include a non-English-speaking patient requiring an interpreter and a patient with hearing loss); complete a paper history form and reflect on communication barriers encountered.
  3. Watch and critique a recorded intake interview for therapeutic communication techniques — open-ended questions, reflective listening, appropriate eye contact, and avoidance of medical jargon — then rewrite three provider-level questions into MA-appropriate language.
Scripted patient scenario cards, blank patient history forms, SOAP note templates, therapeutic communication checklist, brief video clip of simulated intake interview, interpreter services reference guideInstructor evaluates a live 10-minute intake role-play using a 15-item rubric covering history completeness (8 items) and communication skills (7 items); pass = 12/15 with all allergy and medication fields complete; incomplete allergy field is an automatic fail requiring repeat.
6Patient Positioning, Draping, and Examination Room Preparation10.5demoStudents will correctly prepare an examination room and position and drape a simulated patient in eight standard examination positions, explaining the clinical purpose and patient-dignity considerations for each.
  1. Using a laminated positioning reference card, set up the examination table with fresh paper, appropriate accessories (stirrups, pillow, step stool), and correct draping for each of eight positions — supine, prone, Sims', Fowler's, semi-Fowler's, lithotomy, Trendelenburg, and knee-chest — then photograph each setup for a lab portfolio.
  2. Practice transferring a classmate (acting as a patient with limited mobility) from seated to supine and from supine to sitting, using a gait belt and body-mechanics technique; identify fall-risk factors present in the scenario.
  3. Write a brief patient education script for one position change that uses plain language, checks for understanding, and maintains the patient's modesty; deliver the script to a peer and receive structured feedback.
Adjustable examination table, examination table paper, draping sheets and gowns, pillow, step stool, stirrups, gait belt, positioning reference card, body-mechanics poster, lab portfolio folderInstructor checks all eight positions set up by each student against a positioning checklist; pass = correct position and draping on 7/8 positions with no dignity or safety errors; any position that exposes the patient unnecessarily is an automatic corrective action.
7Assisting with Minor Office Procedures and Sterile Technique14.5labStudents will open sterile packages, establish and maintain a sterile field, and set up instrument trays for three common office procedures — wound irrigation and dressing change, suture removal, and incision and drainage — without contaminating the field.
  1. Practice opening peel-apart sterile packages and adding contents to a sterile field using sterile-transfer forceps; identify and verbalize each moment a breach of sterility occurs during a practice run and correct immediately.
  2. Set up a complete suture-removal tray from a printed instrument list; have the instructor introduce three deliberate contamination events (e.g., reaching over the field, placing a non-sterile item inside the border) and identify each one within 30 seconds.
  3. Simulate a wound irrigation procedure on a task-training arm moulage: flush the wound with normal saline using a 35-mL syringe and 19-gauge angiocatheter, apply a sterile dressing, and document the procedure in a mock chart note including wound description, irrigation solution, and patient tolerance.
Sterile field drape, sterile peel-apart packages (4x4 gauze, gloves, dressing kits), sterile transfer forceps, suture-removal kit (scissors, forceps), wound-care moulage arm or task trainer, 35-mL syringes, 19-gauge angiocatheters, normal saline solution, paper chart form, sterility breach identification checklistInstructor observes each student establishing and maintaining a sterile field for one full procedure setup; pass = zero unacknowledged contamination events, correct instrument identification, and complete mock documentation; one unacknowledged contamination event = fail requiring remediation and repeat.
8Medication Administration Routes and Safety Principles12.5theoryStudents will identify the six rights of medication administration, describe the clinical indications and contraindications for oral, sublingual, topical, and common injection routes, and correctly read a medication label and a provider order using trade and generic names, without performing any actual drug preparation or injection.
  1. Analyze five simulated provider medication orders for completeness using the six rights (right patient, drug, dose, route, time, documentation) and flag any order that is incomplete or unclear, then write out the appropriate clarification question to pose to the provider.
  2. Compare trade-name and generic-name labels on 10 sample drug packaging inserts; identify expiration date, concentration, route, storage requirements, and the controlled-substance schedule where present, and record findings on a structured worksheet.
  3. Match injection route (intradermal, subcutaneous, intramuscular) to anatomical site diagrams and maximum volume, then sort a set of syringe and needle cards to the correct route based on gauge and length — without touching actual needles.
Sample medication label photocopies (no controlled substances), simulated provider order forms, six-rights reference card, injection route and site anatomical diagrams, syringe-and-needle specification cards, drug reference (current Davis's Drug Guide or equivalent, available for reference only)Written 30-question exam covering six rights, label reading, route identification, and order interpretation; pass = 80% (24/30); students must achieve 100% on the six-rights section specifically; partial credit not awarded for six-rights questions.
9Appointment Scheduling, Patient Registration, and Insurance Verification12.5practiceStudents will schedule new and follow-up appointments using wave, modified-wave, and cluster scheduling methods, register patients accurately in a simulated practice management system, and perform a basic insurance eligibility verification using a sample payer portal.
  1. Using a printed appointment matrix, schedule 12 patients into a half-day clinic using modified-wave method; accommodate one urgent add-on visit and one patient requiring an extended visit, then justify each scheduling decision in writing.
  2. Enter demographics for three new patients into a simulated practice management training environment, checking for required fields — date of birth, address, guarantor, insurance ID, group number — and correct any intentional data-entry errors embedded in the scenario by the instructor.
  3. Role-play a telephone insurance verification call using a script, a sample insurance card photocopy, and a payer eligibility worksheet; identify copay, deductible status, referral requirements, and prior-authorization triggers, and document findings.
Appointment matrix grids (paper), simulated practice management software or training module, sample insurance cards (de-identified), insurance eligibility verification worksheet, telephone role-play scripts, scheduling method reference guideInstructor reviews completed appointment matrix (scheduling accuracy) and insurance verification worksheet (completeness and accuracy); pass = appointment matrix with zero double-bookings or omitted required slots AND insurance worksheet with all six required fields correctly captured.
10Medical Records Management, HIPAA, and Release of Information12.5theoryStudents will explain the key patient-privacy requirements under HIPAA, correctly complete a Release of Information (ROI) authorization form, and apply records retention and correction procedures consistent with standard administrative medical assisting practice.
  1. Analyze three case scenarios describing potential HIPAA violations (incidental disclosure, improper records release, employee snooping); identify the violation type, the affected HIPAA rule, and the corrective action the medical assistant should take.
  2. Complete a sample ROI authorization form for a simulated patient; identify the five required elements of a valid authorization — patient identification, description of information, purpose, expiration, and signature — and flag an intentionally defective form for the missing element.
  3. Demonstrate the correct method for making an addendum to an erroneous paper chart entry and correcting an erroneous EHR entry, explaining why entries must never be obliterated and documenting a late entry per standard protocol.
HIPAA Privacy Rule summary (HHS plain-language guide), sample ROI authorization forms (blank and intentionally defective versions), simulated paper chart with an error, EHR training module with error-correction function, records retention reference tableWritten scenario-based quiz (20 questions on HIPAA, ROI, and records correction); pass = 80% (16/20); any scenario in which student would release records without a valid authorization counts as a critical error and requires mandatory remediation regardless of overall score.
11Introduction to Diagnostic and Procedural Coding for Charge Capture10.5theoryStudents will locate and assign a correct ICD-10-CM diagnosis code and a correct CPT evaluation-and-management (E/M) code for straightforward office-visit scenarios using current coding references, identifying how these codes drive the superbill and insurance claim.
  1. Use a current ICD-10-CM tabular list and alphabetic index to look up codes for 10 common ambulatory diagnoses (e.g., essential hypertension, type 2 diabetes without complications, acute pharyngitis); verify each code in the tabular list and record any instructional notes.
  2. Review the structure of an office-visit superbill; identify where diagnosis codes, procedure codes, modifiers, and place-of-service codes appear, and trace how each superbill field maps to a corresponding field on a CMS-1500 claim form.
  3. Assign E/M codes to three low-complexity office-visit documentation samples using a simplified medical decision-making reference guide; compare student selections with a provided answer key and discuss any discrepancies.
Current ICD-10-CM code book or CMS online tabular list printout, current CPT code book (reference copy), sample superbill form, CMS-1500 claim form (blank), medical decision-making complexity reference guide, coding exercise answer keyCoding worksheet: students assign ICD-10-CM and CPT E/M codes to five office-visit scenarios; pass = correct code (including all required digits) on at least 4/5 scenarios with correct superbill field identified for each; an incorrect ICD-10-CM code that affects medical necessity mapping is a critical error.
12Professional Ethics, Legal Scope of Practice, and Patient Rights10.5theoryStudents will apply the AAMA Code of Ethics, define and work within the medical assistant's legal scope of practice in an ambulatory setting, and correctly identify the medical assistant's obligation in situations involving informed consent, mandatory reporting, and advance directives.
  1. Read and annotate the AAMA Code of Ethics and the AMT Standards of Practice; create a two-column comparison chart of similarities and differences, then write a one-paragraph personal ethics statement describing how the code applies to daily MA practice.
  2. Analyze five scope-of-practice vignettes (e.g., a patient asks the MA to diagnose a rash; a provider directs the MA to administer a medication without a written order; a patient asks the MA to witness an advance directive signature) and decide — in writing — what the MA should do and why, citing scope-of-practice principles.
  3. Role-play a scenario in which a patient asks to refuse a recommended procedure; the student explains the informed consent and refusal process, obtains the patient's signature on a refusal form, and documents the encounter, then debrief with the instructor on mandatory-reporting obligations that might arise in similar situations.
AAMA Code of Ethics (current version from AAMA.com), AMT Standards of Practice (current version), scope-of-practice vignette cards, informed consent and refusal forms (sample), advance directive sample document, documentation templateWritten case-analysis assignment: students respond to three ethics and scope-of-practice scenarios in paragraph form; pass = each response correctly identifies the MA's appropriate action and provides a rationale grounded in the AAMA Code or scope-of-practice principles; a response that recommends an action outside legal scope of practice is an automatic fail for that item.
Assessments
AssessmentTypeWeightPass standardMethod & rubric
Clinical and Administrative Knowledge ExaminationWritten exam25%75% (75/100 questions correct); students scoring below 75% complete instructor-directed remediation on failed content domains and retake a parallel-form exam within five school days; maximum two retakes.A 100-item multiple-choice examination drawn from all 12 lesson domains, emphasizing content areas tested on the CMA (AAMA) and RMA (AMT) credentials: infection control, vital signs, patient history, examination preparation, medication safety principles, scheduling and registration, HIPAA, coding, and ethics. Questions are written at the application and analysis level to mirror the cognitive demand of national certification exams.
Standard met · Safety · Time · Quality/finish · Documentation
Integrated Clinical Skills Performance DemonstrationSkills demonstration45%Student must pass all four skill stations (no single station may be failed); each station is scored pass/fail by the instructor using a published checklist; a critical safety error at any station results in an automatic station fail and requires full remediation before retesting.Students rotate through four timed skill stations — (1) hand hygiene and PPE sequence, (2) bilateral blood pressure measurement with documentation, (3) sterile field setup and suture-removal tray, and (4) patient intake interview with allergy and medication history — assessed individually by the instructor against validated checklists used throughout the course.
Standard met · Safety · Time · Quality/finish · Documentation
Clinical and Administrative Lab LogLog15%All 12 lesson lab-log entries submitted; each entry must meet the completeness rubric (objective, procedure steps, results/findings, reflection, and instructor initials); entries missing patient safety or scope-of-practice reflection are returned for revision; final log accepted only when all entries are complete and initialed.Students maintain a cumulative lab log throughout the course, recording one structured entry for each of the 12 lessons that includes a lab or practice component. Entries document the procedure objective, steps performed, actual results or measurements obtained, identified errors and corrections, and a brief reflection on how the skill connects to a CMA (AAMA) or RMA (AMT) exam domain.
Standard met · Safety · Time · Quality/finish · Documentation
OSHA and Patient Safety Competency CheckSafety audit15%100% on the four critical-safety behaviors (hand hygiene, PPE doffing sequence, sterility-breach identification, and scope-of-practice refusal); written safety quiz pass = 80% (16/20); any critical-safety behavior scored below 100% requires immediate remediation and same-day recheck before the student may continue clinical activities.A two-part end-of-course safety verification: (1) a 20-question written quiz on OSHA bloodborne-pathogen requirements, standard precautions, hazard communication, and patient-rights protections; and (2) a direct-observation checkoff in which the instructor presents four unannounced safety scenarios embedded in a simulated clinic morning and scores whether the student responds correctly to each critical-safety behavior without prompting.
Standard met · Safety · Time · Quality/finish · Documentation
HLT-MEDI38-03 Trade course

Phlebotomy: Venipuncture, Capillary Collection, and Specimen Handling

146 hr · $2,100 COMPLIMENTARY

Students develop the clinical knowledge and hands-on skills required to safely collect blood specimens by venipuncture and capillary puncture, process and handle specimens for laboratory analysis, and comply with infection control and patient safety standards. Instruction maps directly to the phlebotomy competency domains tested by the NHA CPT, AMT RMA, and AAMA CMA (AAMA) examinations. Upon completion, students are prepared to perform phlebotomy procedures as part of a medical assisting role in ambulatory and clinical settings.

Outcomes
Course text

Students develop the clinical knowledge and hands-on skills required to safely collect blood specimens by venipuncture and capillary puncture, process and handle specimens for laboratory analysis, and comply with infection control and patient safety standards. Instruction maps directly to the phlebotomy competency domains tested by the NHA CPT, AMT RMA, and AAMA CMA (AAMA) examinations. Upon completion, students are prepared to perform phlebotomy procedures as part of a medical assisting role in ambulatory and clinical settings.

How the course runs. 12 blocks: Circulatory System Anatomy and Physiology for Phlebotomy; Infection Control, OSHA Bloodborne Pathogens, and Standard Precautions; Equipment Identification: Tubes, Additives, Order of Draw, and Supplies; Pre-Analytical Variables: Patient Identification, Requisitions, and Specimen Integrity; Venipuncture Technique: Evacuated Tube System — Simulation Phase; Venipuncture Technique: Syringe Method and Butterfly (Winged Infusion) Set; Difficult Draws, Patient Complications, and Procedural Modifications; Capillary Puncture: Fingerstick and Heelstick Technique; Specimen Processing: Centrifugation, Aliquoting, and Preservation; Point-of-Care Testing and Glucose Monitoring; Special Collections: Blood Cultures, Timed Draws, and Chain of Custody; Clinical Integration: Full Collection Workflow and Exam Readiness Review.

What competent looks like. Demonstrate safe, correct venipuncture technique on an adult arm using the evacuated tube system, syringe, and butterfly needle, achieving a first-attempt success rate consistent with entry-level professional standards. Perform capillary puncture on a finger and heel using correct site selection, depth, and order of draw, producing an uncontaminated specimen suitable for laboratory testing. Apply the current CLSI-recommended order of draw for evacuated tubes and explain the rationale for each additive tube type used in routine laboratory panels. Process, label, centrifuge, and store or transport blood specimens in compliance with laboratory requirements and chain-of-custody standards. Apply OSHA Bloodborne Pathogen Standard requirements, including standard precautions, PPE selection, sharps disposal, and post-exposure procedures, without prompting. Accurately complete requisition forms and specimen labels, identifying patient, date, time, collector, and test ordered, with zero critical errors on final evaluation.

Lessons · 12 blocks
#LessonHrTypeObjectiveActivitiesMaterialsCheck
1Circulatory System Anatomy and Physiology for Phlebotomy10.5theoryStudents identify the major veins used for venipuncture, describe blood composition, and explain how anatomical knowledge guides site selection and patient safety.
  1. Label a full-color diagram of the antecubital fossa identifying the median cubital, cephalic, and basilic veins, then present labeling to a partner for peer correction.
  2. Read assigned sections of the CLSI GP41 Venipuncture Collection of Diagnostic Blood Specimens guideline and write a one-page summary of anatomical contraindications to standard site selection.
  3. Watch an instructor-narrated cross-section model demonstration of vein wall layers and practice tracing blood flow from the brachial artery through the capillary bed and into venous return on a flow-chart worksheet.
Human anatomy model (arm/circulatory), CLSI GP41 guideline (current edition), color-coded vein anatomy diagrams, phlebotomy textbook (e.g., McCall & Tankersley 'Phlebotomy Essentials'), whiteboardStudents score 80% or higher on a 20-question anatomy identification quiz covering vein names, blood components, and contraindicated sites.
2Infection Control, OSHA Bloodborne Pathogens, and Standard Precautions13theoryStudents explain OSHA Bloodborne Pathogen Standard requirements and correctly select and apply PPE and sharps-disposal procedures before any hands-on collection practice begins.
  1. Review the OSHA Bloodborne Pathogens Standard summary and complete a structured note-taking guide identifying: exposure determination, engineering controls, work practice controls, HBV vaccination, and post-exposure follow-up requirements.
  2. Participate in a scenario-based case discussion: given three patient scenarios with varying infectious disease histories, students select appropriate PPE and document the rationale on a decision chart.
  3. Practice proper glove donning and removal, mask application, and safe sharps disposal into a puncture-resistant container using the one-hand scoop technique, evaluated by the instructor with a pass/fail checklist.
OSHA Bloodborne Pathogens Standard summary poster, nitrile gloves (various sizes), face masks, sharps disposal containers, PPE decision flowchart handout, phlebotomy textbook100% pass rate required on the sharps disposal and PPE donning/doffing checklist; this lesson feeds directly into the course Safety Check assessment — any unsafe act must be corrected before the student proceeds to hands-on labs.
3Equipment Identification: Tubes, Additives, Order of Draw, and Supplies10.5demoStudents correctly identify all common evacuated tube types by color, state each tube's additive and mechanism of action, and recite the current CLSI-recommended order of draw for a multi-tube draw.
  1. Handle a tray of actual evacuated tubes (yellow, light blue, red, gold/SST, green, lavender, gray) and complete an equipment identification card for each tube: color, additive, mode of action, and one common laboratory test ordered into that tube.
  2. Watch the instructor perform a timed order-of-draw demonstration using a venipuncture training arm; students call out the next tube in sequence and correct any deviations before the instructor advances.
  3. Complete a matching worksheet that presents 15 physician orders (e.g., CBC, PT/INR, BMP, blood culture) and requires students to select correct tube type(s) and arrange them in proper draw order.
Full set of evacuated collection tubes (real or simulation), tube holder/adapters, butterfly needle sets, straight multi-sample needles (21g and 23g), tourniquets, alcohol prep pads, gauze, bandages, CLSI GP41 order-of-draw reference cardStudents score 80% or higher on a practical tube-identification quiz in which the instructor holds up random tubes and asks students to state additive, use, and position in the order of draw.
4Pre-Analytical Variables: Patient Identification, Requisitions, and Specimen Integrity8.5theoryStudents explain how pre-analytical errors occur and correctly complete a specimen requisition and patient label using two patient identifiers, with zero critical errors.
  1. Analyze five case studies of real-world pre-analytical errors (wrong patient, mislabeled tube, hemolyzed specimen, underfilled coagulation tube) and for each write the probable cause, the potential patient harm, and the corrective action.
  2. Role-play patient identification using the two-identifier protocol: one student acts as the patient and gives intentionally incorrect information; the phlebotomist student must recognize the discrepancy and follow correct resolution steps before proceeding.
  3. Complete five mock requisition forms and matching specimen labels provided by the instructor, then compare against an answer key and discuss any discrepancy under instructor guidance.
Sample physician requisition forms, blank specimen labels, simulated patient ID wristbands, case study handouts, phlebotomy textbook chapter on pre-analytical variablesStudents complete a final requisition and label exercise with five patient scenarios; all five must be completed with zero critical identifier errors (name, DOB, date, time, collector initials, test) to pass — any critical error requires a redo.
5Venipuncture Technique: Evacuated Tube System — Simulation Phase17labStudents demonstrate all steps of evacuated tube system venipuncture on a training manikin arm in the correct sequence, from patient greeting through post-collection care, using an instructor-validated skills checklist.
  1. Watch the instructor perform a full venipuncture demonstration on the training arm, narrating each step aloud; students follow along marking a printed step-by-step checklist and ask clarifying questions at the end.
  2. Practice the full procedure independently on the training arm a minimum of five times per session, self-evaluating with the checklist after each attempt and noting which steps required correction.
  3. Participate in a peer-evaluation rotation: one student performs the procedure while a partner scores each step on the official course checklist; pairs then swap roles, and the instructor reviews recorded scores and provides targeted feedback.
Venipuncture training manikin arm with replaceable vein inserts, evacuated tube system (tubes, holder, needles), tourniquet, alcohol prep pads, gauze, bandages, sharps container, course skills checklist, glovesInstructor-observed return demonstration on the training arm: student must score 90% or higher on the 25-step skills checklist with all safety-critical steps (needle uncapping, one-handed technique, immediate sharps disposal) performed correctly.
6Venipuncture Technique: Syringe Method and Butterfly (Winged Infusion) Set15labStudents select the appropriate alternative collection device for a given patient scenario and perform syringe and butterfly venipuncture on the training arm with correct technique and safe transfer of blood into evacuated tubes.
  1. Complete a guided decision chart exercise: given five patient profiles (small pediatric vein, elderly fragile vein, obese patient, patient with IV in dominant arm, standard adult), students select and justify the most appropriate collection method and device size.
  2. Under direct instructor supervision, practice the butterfly draw technique on the training arm including flushing dead-space tubing with blood before the first tube, managing tubing kink, and transferring from a syringe to tubes using a transfer device in correct order of draw.
  3. Participate in a timed skills circuit: students rotate through three stations (ETS, syringe, butterfly) and perform one complete draw at each station; instructor scores each with the checklist and students graph their step-accuracy improvement across stations.
Butterfly needle sets (23g), syringes (5 mL and 10 mL), syringe transfer devices, training manikin arm, full tube set, sharps container, skills checklist, gloves, gauze, alcohol prep padsInstructor-observed return demonstration of butterfly draw on training arm: 90% or higher on 25-step checklist with correct tube transfer and no recapping of the butterfly needle.
7Difficult Draws, Patient Complications, and Procedural Modifications10.5demoStudents recognize common venipuncture complications and select the correct procedural modification or intervention for each scenario without instructor prompting.
  1. Using a complications scenario card deck (hematoma formation, syncope, petechiae, excessive bleeding, collapsed vein, patient refusal), students draw cards randomly and verbally walk through the correct immediate response and documentation steps, receiving instructor feedback after each.
  2. Watch video demonstrations of difficult-draw modifications (anchoring a rolling vein, probing limits and contraindications, redirecting needle angle within safe range) and complete a guided notes handout that distinguishes safe technique adjustments from those outside entry-level scope.
  3. Role-play a patient-syncope scenario in pairs: one student is mid-draw when the 'patient' (partner) signals dizziness; the phlebotomist student must correctly withdraw the needle, apply pressure, lower the patient, call for help, and complete an incident documentation form.
Complications scenario card deck, incident/variance documentation forms, training manikin arm, CPR face shield, blood pressure cuff (for context demonstration), phlebotomy textbook chapter on complicationsStudents correctly respond to all five complications presented by the instructor in a practical scenario rotation; a response is marked correct when all safety-critical actions (needle removal before patient moves, sharps disposal, pressure application) are completed without prompting.
8Capillary Puncture: Fingerstick and Heelstick Technique13labStudents perform capillary puncture on an approved fingerstick simulation pad using correct site selection, lancet depth, wipe technique, and fill of a microcollection tube without specimen contamination.
  1. Study the CLSI GP42 Skin Puncture standard reference card; students annotate a foot diagram and a finger diagram marking acceptable puncture zones and contraindicated areas, then verbally explain the rationale for each zone to a partner.
  2. Practice the fingerstick sequence on a fingerstick simulation pad: cleanse, air-dry, puncture with a safety lancet, wipe the first drop, collect a microcollection tube by gentle pressure and release (not milking), and cap the tube — minimum six repetitions with self-evaluation checklist.
  3. Compare specimens collected with correct technique versus intentional milking on the simulation pad; observe and record the visual difference in the collected product and discuss how milking causes hemolysis and dilution with tissue fluid, affecting laboratory results.
Fingerstick simulation pads, safety lancets (various depths), microcollection tubes (capillary blood collection), alcohol prep pads, gauze, bandages, sharps container, CLSI GP42 reference card, gloves, skills checklistInstructor-observed return demonstration of fingerstick on simulation pad: student scores 90% or higher on a 20-step checklist with correct site, technique, and no milking observed.
9Specimen Processing: Centrifugation, Aliquoting, and Preservation13labStudents correctly process a blood specimen through centrifugation, identify serum versus plasma, aliquot into labeled secondary tubes, and apply correct preservation or refrigeration based on the test ordered.
  1. Load a balanced centrifuge with six tubes (including one intentionally unbalanced setup for demonstration); instructor shows the effect of imbalance on the instrument and students practice calculating and arranging balanced loads for all common tube volumes.
  2. After centrifugation of an SST tube, students identify and measure the serum layer, use a transfer pipette to aliquot a specified volume into a labeled secondary microtube, and document the process on a specimen processing log.
  3. Complete a specimen preservation matching exercise: given eight laboratory test orders (potassium, cortisol, ammonia, urinalysis, CBC, lipid panel, blood culture, urine culture), students select storage condition (room temperature, refrigerate, freeze, protect from light, immediate transport) and time limit before degradation.
Centrifuge (tabletop clinical model), evacuated tubes (SST, EDTA, heparin), transfer pipettes, labeled microtube aliquot vials, specimen processing log forms, permanent markers, biohazard bags, cool-pack transport box, phlebotomy textbook chapter on processingStudents complete a full processing sequence (centrifuge, read, aliquot, label, document) on one tube set; instructor reviews the specimen log for accuracy and inspects the aliquot for correct volume and labeling — 100% correct on all five label fields required to pass.
10Point-of-Care Testing and Glucose Monitoring10.5demoStudents perform a capillary blood glucose test using a point-of-care glucometer according to manufacturer instructions and document the result and quality control data accurately.
  1. Review the glucometer manufacturer's package insert and operator manual; students complete a structured reading guide identifying calibration frequency, QC high/low ranges, error codes and their meanings, and required documentation.
  2. Under instructor demonstration, observe a full QC run (high and low control solutions) on the glucometer, then each student independently performs a QC run and records results on a QC log, checking whether results fall within acceptable ranges before proceeding to patient testing.
  3. Perform a fingerstick on the simulation pad, apply the blood drop correctly to a glucometer test strip, read and record the result, and complete a point-of-care result documentation form including date, time, patient identifier, result, and operator ID.
Glucometer (one per two students), test strips, high and low QC control solutions, lancets, simulation pad, alcohol prep pads, gauze, QC log forms, POCT result documentation form, manufacturer package insertStudents complete a full QC run and simulated patient test; QC values must be within acceptable range (per manufacturer), and the documentation form must have zero missing required fields — incomplete QC documentation is an automatic redo.
11Special Collections: Blood Cultures, Timed Draws, and Chain of Custody10.5theoryStudents explain the procedural requirements for blood culture collection, timed specimen draws, and forensic chain-of-custody specimens, and correctly document each on the appropriate form.
  1. Compare blood culture collection technique to standard venipuncture using a side-by-side procedure comparison chart; students identify the three main differences (two-site collection rationale, skin antisepsis steps using chlorhexidine or iodine, inoculation order) and present their chart findings to the class.
  2. Work through two timed-draw case studies: a two-hour post-prandial glucose and a peak/trough therapeutic drug level; students calculate collection times, draft specimen labels with correct time stamps, and explain why the timing window matters for result validity.
  3. Examine a chain-of-custody form used for workplace drug screening; students fill out the form using a fictional scenario, seal and initial the specimen bag correctly, and explain verbally what happens legally if chain of custody is broken.
Blood culture bottle set (aerobic and anaerobic), chlorhexidine skin antisepsis swabs, chain-of-custody form (forensic/drug screen type), timed-draw case study handouts, phlebotomy textbook chapter on special collectionsStudents complete a written scenario quiz covering blood culture site rationale, timed-draw calculation for a given order, and chain-of-custody sealing steps; 80% or higher required to pass.
12Clinical Integration: Full Collection Workflow and Exam Readiness Review14practiceStudents complete a full end-to-end collection workflow — from receiving a physician order through processed, labeled, and documented specimens — independently and at entry-level professional speed, while reviewing content mapped to the NHA CPT, AMT RMA, and AAMA CMA exam domains.
  1. Each student receives a packet of five simulated physician orders of varying complexity (routine, stat, blood culture, fingerstick glucose, special timed draw); they independently plan the draw order, gather supplies, complete all requisitions and labels, perform the simulated collections on the training arm and simulation pad, process specimens, and submit a completed lab log — the instructor times each student and scores using the master skills checklist.
  2. Participate in a mapped review session: instructor presents 40 multiple-choice questions drawn from the phlebotomy competency domains of the NHA CPT blueprint (safety and compliance, patient preparation, routine blood collection, special collection procedures, processing) and students answer individually then debrief in small groups on rationale for correct answers.
  3. Complete a personal skills gap analysis worksheet: using scores from all previous lesson checks and today's full workflow, students identify their two weakest areas, write two specific study or practice actions they will take before the Skills Demo assessment, and share their plan with the instructor for feedback.
Simulated physician order packets, training manikin arm, simulation pads, full supply tray, centrifuge, specimen processing log, skills checklist, mapped review question set (NHA CPT/AMT/AAMA domains), gap analysis worksheetStudents complete the five-order workflow packet; instructor scores the master checklist and the lab log — student must achieve 90% overall on the checklist and zero critical documentation errors on the lab log to demonstrate integration-level competence for the skills demo.
Assessments
AssessmentTypeWeightPass standardMethod & rubric
Phlebotomy Knowledge ExaminationWritten exam25%80% correct (32 of 40 items)A 40-item multiple-choice examination covering circulatory anatomy, OSHA bloodborne pathogen requirements, tube additives and order of draw, pre-analytical variables, capillary and venipuncture technique, specimen processing, point-of-care testing, and special collection procedures. Items are written to match the cognitive level and content weighting of the NHA CPT, AMT RMA, and AAMA CMA (AAMA) phlebotomy exam domains, giving students realistic preparation for credentialing examinations.
Standard met · Safety · Time · Quality/finish · Documentation
Phlebotomy Skills DemonstrationSkills demonstration45%90% on the 25-step master checklist with a score of 100% on all identified safety-critical steps; one retake permitted within one weekThe instructor observes each student perform one complete venipuncture on the training arm using the evacuated tube system and one capillary fingerstick on the simulation pad, both from a fresh patient scenario packet, without coaching. The evaluator scores every procedural step using the course master checklist, with designated safety-critical steps (correct patient identification, one-handed needle handling, immediate sharps disposal after removal, pressure application) each rated pass/fail independently of the overall score.
Standard met · Safety · Time · Quality/finish · Documentation
Phlebotomy Lab LogLog15%All 12 lesson lab log entries submitted; 100% accuracy on patient identifier fields and order-of-draw columns; overall documentation completeness score of 90% or higherStudents maintain a cumulative lab log throughout the course recording every simulated collection attempt: date, simulated patient identifier, tests ordered, tubes selected in draw order, collection method, processing steps performed, result or disposition, and any complication noted. The completed log is submitted at the end of the course and reviewed by the instructor as evidence of consistent, accurate documentation habits that mirror real clinical documentation standards.
Standard met · Safety · Time · Quality/finish · Documentation
Safety and Compliance CheckSafety audit15%100% on all safety-critical items; any single failure requires immediate remediation and a full re-check before the student may continue hands-on lab workConducted by the instructor during Lesson 2 and re-verified spot-check fashion at any point during subsequent labs, this pass/fail evaluation uses a standardized safety checklist confirming that the student correctly dons and removes PPE, activates safety needles immediately after withdrawal, disposes of sharps without recapping using two hands, handles biohazardous materials in labeled containers, and can state the post-exposure follow-up procedure when asked. Because student and patient safety is non-negotiable, this check must be passed before any live or simulation collection activity may proceed.
Standard met · Safety · Time · Quality/finish · Documentation
HLT-MEDI38-04 Trade course

Electrocardiography for Medical Assistants

146 hr · $2,100 COMPLIMENTARY

Students learn to acquire, mount, and transmit 12-lead electrocardiograms using standard clinical equipment, recognize normal cardiac rhythm and common artifacts, and respond appropriately to life-threatening rhythms within the medical assistant scope of practice. Content is mapped to the clinical and laboratory sections of the CMA (AAMA) and RMA (AMT) credentialing examinations. Emphasis is placed on patient safety, infection control, and accurate documentation throughout.

Outcomes
Course text

Students learn to acquire, mount, and transmit 12-lead electrocardiograms using standard clinical equipment, recognize normal cardiac rhythm and common artifacts, and respond appropriately to life-threatening rhythms within the medical assistant scope of practice. Content is mapped to the clinical and laboratory sections of the CMA (AAMA) and RMA (AMT) credentialing examinations. Emphasis is placed on patient safety, infection control, and accurate documentation throughout.

How the course runs. 12 blocks: The Cardiac Conduction System and the ECG Signal; ECG Equipment: Components, Leads, and Electrical Safety; Standard Precautions and Infection Control for ECG Procedures; Patient Preparation and Professional Communication; Electrode Placement and Acquiring the 12-Lead ECG; Recognizing Normal Sinus Rhythm and Basic Interval Measurement; Identifying Common ECG Artifacts and Troubleshooting; Recognizing Rhythms Requiring Immediate Reporting; Holter Monitoring and Event Recorder Overview; ECG Documentation, Mounting, and Transmission; Integrated Skills Lab: Full ECG Workflow Under Simulated Clinical Conditions; CMA and RMA Credential Exam Alignment: ECG Content Review.

What competent looks like. Correctly prepare a patient and acquire a diagnostic-quality 12-lead ECG with no clinically significant artifact on at least 90% of attempts. Identify normal sinus rhythm and recognize common artifacts including lead reversal, somatic tremor, AC interference, and wandering baseline on rhythm strips. Recognize and immediately report rhythm findings that indicate a medical emergency, including ventricular fibrillation, ventricular tachycardia, and ST-elevation patterns, adhering to scope-of-practice boundaries. Mount, label, and document ECG tracings completely and accurately in a simulated electronic health record, meeting the documentation standard required for a legal medical record. Apply standard precautions, electrical safety principles, and OSHA bloodborne-pathogen guidelines to every ECG procedure. Demonstrate professional communication with patients of diverse backgrounds during ECG preparation and post-procedure care.

Lessons · 12 blocks
#LessonHrTypeObjectiveActivitiesMaterialsCheck
1The Cardiac Conduction System and the ECG Signal10theoryStudents will describe the normal pathway of electrical conduction through the heart and explain how each component produces a recognizable deflection on the ECG tracing.
  1. Labeled diagram exercise: students receive a blank cardiac anatomy diagram and independently label SA node, AV node, bundle of His, bundle branches, and Purkinje fibers, then map each structure to its corresponding ECG waveform (P, QRS, T).
  2. Tracing analysis: students examine a printed normal 12-lead ECG and circle and name each wave, segment, and interval, then calculate ventricular rate using the large-box method.
  3. Think-pair-share discussion: instructor poses the question 'What happens to the QRS complex if the bundle branches are damaged?' and student pairs predict the outcome before the instructor confirms with reference tracings.
Whiteboard and markers, printed normal 12-lead ECG samples, Dubin's Rapid Interpretation of EKGs (or equivalent standard text), blank cardiac anatomy worksheets, calculatorsStudents complete a 20-question identification quiz covering waveform names, normal interval ranges, and conduction pathway sequence; pass mark 75%.
2ECG Equipment: Components, Leads, and Electrical Safety10theoryStudents will identify the purpose of each electrode placement site and explain electrical safety principles that protect patients from microshock and macroshock during ECG acquisition.
  1. Equipment inventory exercise: students unpack an ECG machine kit, name each component (lead wires, electrodes, patient cable, machine), and record the function of each in their lab notebook.
  2. Lead diagram activity: using a torso mannequin diagram, students place adhesive stickers to represent all ten electrode sites and label each with the correct limb and precordial designations (RA, LA, RL, LL, V1–V6).
  3. Electrical safety scenario cards: small groups receive scenario cards describing unsafe conditions (frayed cord, patient touching metal bed rail, improper grounding) and present the correct corrective action to the class.
ECG machine with lead wires and electrodes, torso placement diagram worksheets, electrical safety reference handout derived from OSHA general industry electrical standards, lab notebooksStudents correctly place all ten electrode stickers on a diagram with no errors and answer five electrical safety scenario questions verbally; pass mark is zero placement errors and four of five correct answers.
3Standard Precautions and Infection Control for ECG Procedures8theoryStudents will apply OSHA bloodborne-pathogen standard precautions and clinical infection-control practices relevant to ECG equipment handling and patient contact.
  1. Policy reading and annotation: students read their facility's simulated infection-control policy and annotate sections that apply to ECG procedures, including electrode disposal and equipment disinfection.
  2. Disinfection sequencing exercise: students are given a shuffled set of steps for cleaning an ECG machine between patients and must arrange them in the correct order, citing the rationale for each step.
  3. Demonstration debrief: instructor demonstrates correct and incorrect glove removal technique; students identify the error, explain the contamination risk, and demonstrate the correct technique in pairs.
Simulated facility infection-control policy, OSHA bloodborne-pathogen standard summary handout, disposable electrode samples, approved surface disinfectant wipes, gloves, lab notebooksStudents pass the program's standard-precautions safety check (see Safety Check assessment below); in this lesson the competency is previewed via a 10-item written quiz with a pass mark of 80%.
4Patient Preparation and Professional Communication10demoStudents will demonstrate the complete patient preparation sequence for a 12-lead ECG, including explanation, positioning, draping, and skin preparation, using therapeutic communication appropriate to a diverse patient population.
  1. Instructor live demonstration: instructor performs the full patient prep sequence on a student volunteer while narrating each step aloud, including the verbal explanation given to a first-time patient.
  2. Role-play pairs: one student plays a nervous elderly patient with limited English proficiency; the partner practices explaining the procedure clearly, using simple language and a visual aid, then the pair switches roles.
  3. Skin preparation skills drill: students practice cleaning and lightly abrading a patch of their own forearm skin with gauze, assessing the site for adequate conductance with a practice electrode, and documenting any skin condition noted.
ECG table with stirrup sheet, draping sheet, disposable razors, gauze pads, skin prep abrasive pads, alcohol wipes, electrodes, patient explanation handout in plain English, lab notebooksInstructor observes each student perform the patient explanation and skin prep on a peer using a 10-item skills checklist; all critical steps (draping, site cleaning, verbal explanation of procedure) must be demonstrated correctly to pass.
5Electrode Placement and Acquiring the 12-Lead ECG14labStudents will accurately place all ten electrodes and acquire a 12-lead ECG tracing that meets diagnostic quality standards, free of preventable artifact, on a peer or simulator.
  1. Guided first acquisition: following a laminated step-by-step reference card, each student performs their first full 12-lead ECG on a peer while the instructor provides real-time corrective coaching.
  2. Timed repetition: students perform three complete acquisitions in sequence, each time receiving written peer feedback on electrode placement accuracy and tracing quality before the next attempt.
  3. Quality self-audit: students compare their printed tracings against a quality benchmark strip and complete a self-audit form identifying any artifact present and its probable cause.
12-lead ECG machines (student-to-machine ratio not to exceed 3:1), disposable electrodes, skin prep supplies, quality benchmark tracing samples, self-audit forms, lab notebooksInstructor evaluates each student's tracing against a standardized quality rubric; the tracing must show all 12 leads readable, correct lead placement (confirmed by expected waveform morphology), and no clinically significant artifact to pass at the 90% quality threshold.
6Recognizing Normal Sinus Rhythm and Basic Interval Measurement12theoryStudents will measure PR interval, QRS duration, and QT interval on printed rhythm strips and classify each tracing as within or outside normal limits using established reference ranges.
  1. Calipers and ruler lab: students use ECG calipers and a millimeter ruler to measure intervals on five practice strips, recording measurements and comparing results with a partner before checking against an answer key.
  2. Normal vs. abnormal sorting activity: students receive a set of 12 de-identified rhythm strips and sort them into two piles (normal sinus rhythm vs. something else), documenting their reasoning for each decision.
  3. Interval calculation worksheet: students complete a 15-item worksheet that requires calculating rate using the 1500-method and the 6-second method, then recording whether each interval falls within the normal range.
Printed rhythm strip sets (minimum 20 strips per student), ECG calipers, millimeter rulers, interval reference chart, interval calculation worksheets, answer keysStudents complete the interval calculation worksheet; pass mark is 80% with all rate calculations within ±5 bpm of the answer key and all interval classifications correct for the five explicitly measured strips.
7Identifying Common ECG Artifacts and Troubleshooting12labStudents will identify the type of artifact present on a tracing, state its most likely cause, and apply the correct corrective technique to produce a clean re-acquisition.
  1. Artifact gallery walk: labeled poster stations around the lab each display one artifact type (somatic tremor, AC/60-Hz interference, wandering baseline, lead reversal); students rotate and record the cause and correction for each.
  2. Deliberate artifact creation and correction: students intentionally create each major artifact type during a practice acquisition (by loosening an electrode, having the patient move, etc.), photograph the result, then correct the cause and re-acquire.
  3. Troubleshooting case cards: students receive cards describing a clinical scenario (e.g., 'Patient is shivering; the baseline on leads I, II, and III is irregular') and write the diagnosis, cause, and two corrective actions.
ECG machines, disposable electrodes, artifact gallery wall posters, camera or phone for documentation, troubleshooting case cards, lab notebooksStudents present one corrected tracing pair (artifact and clean re-acquisition) to the instructor with an oral explanation of cause and correction; instructor uses a three-criterion rubric (correct identification, correct cause stated, artifact eliminated in re-acquisition) and requires all three criteria to pass.
8Recognizing Rhythms Requiring Immediate Reporting14theoryStudents will recognize the defining characteristics of ventricular fibrillation, ventricular tachycardia, complete heart block, and ST-elevation patterns on rhythm strips, and state the correct immediate action within medical assistant scope of practice.
  1. Characteristic feature chart: students build a reference chart listing the defining ECG features, hemodynamic significance, and scope-of-practice reporting action for each of the four emergency rhythms covered.
  2. Rapid identification drill: instructor flashes printed strips on a projector for 10 seconds each; students write the rhythm name and the first action they would take on index cards, then class reviews answers together.
  3. Scenario decision tree: in groups of three, students work through written scenarios in which a patient's ECG shows an emergency rhythm; they role-play the correct reporting chain (notify supervising clinician immediately, do not leave patient) and document the event in a simulated chart note.
Projected rhythm strip images, printed strip sets for drills, index cards, scenario scripts, scope-of-practice boundary handout aligned to the medical assistant role, simulated chart note formsStudents complete a 20-strip rapid-identification quiz; pass mark is 85%, and any miss of VF or VT is reviewed immediately with the student as a critical safety item regardless of overall score.
9Holter Monitoring and Event Recorder Overview10demoStudents will describe the purpose, setup procedure, and patient instructions for ambulatory cardiac monitoring devices, including Holter monitors and patient-activated event recorders.
  1. Instructor demonstration: instructor sets up a Holter monitor on a student volunteer, narrating each step including electrode placement for the reduced lead set, lead-wire routing under clothing, and recorder attachment.
  2. Patient diary role-play: students practice instructing a peer (role-playing as a patient) on how to keep an accurate symptom diary during Holter monitoring, including what activities to record and how to use the patient-activated button.
  3. Comparison chart: students create a side-by-side chart comparing Holter monitor, patient-activated event recorder, and 12-lead ECG across five dimensions: duration, number of leads, patient action required, data retrieval, and clinical indication.
Holter monitor unit or realistic training model, electrodes and lead wires for Holter, patient diary forms, comparison chart template, lab notebooksStudents complete the comparison chart and correctly answer three verbal questions from the instructor about patient instructions for ambulatory monitoring; all three questions must be answered correctly to pass.
10ECG Documentation, Mounting, and Transmission12practiceStudents will correctly mount a 12-lead ECG tracing, complete all required documentation fields, and transmit or file the record according to simulated facility protocol.
  1. Mounting drill: students mount a printed 12-lead ECG on a standard mounting form, applying each lead strip in the correct anatomical grouping (limb leads, augmented leads, precordial leads) without gaps or overlaps.
  2. Documentation completion: using a simulated encounter, students fill in all required fields on the ECG requisition and mounting form (patient name, date of birth, date, time, ordering provider, technician ID, medications affecting rhythm, and any patient symptoms).
  3. Simulated EHR transmission: in the computer lab, students scan or photograph a mounted tracing, upload it to the simulated EHR used by the program, link it to the correct patient encounter, and verify that the attending provider receives a task notification.
Printed 12-lead ECG tracings, standard ECG mounting forms, scissors, tape, simulated EHR login access, scanner or camera, documentation policy handoutInstructor reviews each student's mounted form and EHR entry against a 12-item documentation checklist; all 12 fields must be complete and correct, and the tracing must be mounted in the correct lead order to pass.
11Integrated Skills Lab: Full ECG Workflow Under Simulated Clinical Conditions18labStudents will perform the complete ECG workflow—patient greeting, standard precautions, preparation, acquisition, artifact troubleshooting, documentation, and provider notification—within a timed, simulated clinical encounter.
  1. Timed full-workflow simulation: each student is assigned a simulated patient scenario (including one with an artifact to troubleshoot and one with a rhythm requiring immediate reporting) and completes the entire workflow independently while the instructor observes silently.
  2. Peer observer feedback: a classmate assigned as the peer observer uses the program's skills checklist to record every step performed and any steps missed, then delivers structured feedback using the 'observed/impact/suggestion' format.
  3. Debrief and correction: instructor leads a whole-class debrief identifying the most common errors seen during the simulation, demonstrates the correct technique for each, and students perform a targeted re-practice on the specific steps where errors occurred.
ECG machines, full electrode and skin-prep supplies, simulated patient scenario cards including one emergency-rhythm scenario, skills checklist forms, simulated EHR access, lab notebooksInstructor scores each student's simulation run on the 25-item program skills checklist; pass mark is 90% of items correct with zero critical safety errors (e.g., failure to report an emergency rhythm, failure to wash hands before patient contact).
12CMA and RMA Credential Exam Alignment: ECG Content Review16practiceStudents will correctly answer practice questions drawn from the clinical and laboratory competency domains of the CMA (AAMA) and RMA (AMT) examination content outlines as they relate to electrocardiography.
  1. Credential content mapping exercise: students receive the ECG-related sub-domains from the CMA (AAMA) and RMA (AMT) content outlines and map each sub-domain to a specific lesson or skill practiced in this course, creating a personal study matrix.
  2. Timed practice question sets: students complete two timed 30-question practice sets (one CMA-style, one RMA-style) under exam conditions, then self-score using an answer key and record missed items in their study matrix.
  3. Error analysis and group review: students group into clusters based on shared missed items and work through those items together using course notes and the reference text before the instructor provides a final explanation.
CMA (AAMA) and RMA (AMT) content outline excerpts (ECG-relevant sections), practice question sets from an approved exam prep resource, answer keys, study matrix worksheet, course notesStudents score at least 75% on each of the two 30-question practice sets; any student below 75% on either set completes a targeted remediation session with the instructor before the course knowledge exam.
Assessments
AssessmentTypeWeightPass standardMethod & rubric
ECG Theory Knowledge ExamWritten exam25%75% correct (38 of 50 items)A 50-item multiple-choice and short-answer written exam covering cardiac conduction anatomy, waveform identification, normal interval ranges, artifact recognition, Holter monitoring principles, and scope-of-practice reporting for emergency rhythms. Items are written to reflect the clinical and laboratory competency language of the CMA (AAMA) and RMA (AMT) content outlines.
Standard met · Safety · Time · Quality/finish · Documentation
12-Lead ECG Acquisition Skills DemonstrationSkills demonstration45%90% of checklist items correct with zero critical safety errorsEach student independently performs a complete 12-lead ECG workflow on a peer or simulator, evaluated by the instructor using the 25-item program skills checklist; the resulting tracing must be artifact-free and correctly documented in the simulated EHR. Any critical safety error (failure to apply standard precautions, failure to report a deliberately embedded emergency rhythm scenario, improper electrical safety) results in an automatic fail and mandatory remediation regardless of checklist score.
Standard met · Safety · Time · Quality/finish · Documentation
ECG Procedure Lab LogLog15%All 12 required entries complete, accurate, and signed; minimum score of 80% on the documentation quality rubricStudents submit their lab notebook containing a dated entry for every required ECG acquisition performed during the course, including patient (or peer) identification, reason for test, tracing quality self-assessment, artifact noted and corrective action taken, and provider notification step. The log is evaluated for completeness, accuracy of self-assessment, and professional documentation language.
Standard met · Safety · Time · Quality/finish · Documentation
Electrical and Patient Safety CheckSafety audit15%100% of critical safety items demonstrated correctly; no re-test exceptionsA structured direct-observation safety competency in which the instructor presents the student with two scenarios: one requiring correct identification and correction of an electrical hazard on the ECG setup, and one in which the student must recognize a life-threatening rhythm on a practice strip and demonstrate the correct scope-of-practice response including immediate verbal notification to a simulated supervising clinician. Both scenarios must be passed in the same session; a failure in either requires full remediation and a single re-attempt.
Standard met · Safety · Time · Quality/finish · Documentation
HLT-MEDI38-05 Trade course

Medical Billing and Coding Introduction

146 hr · $2,100 COMPLIMENTARY

Students learn the fundamentals of diagnostic and procedural coding using ICD-10-CM and CPT systems as applied in ambulatory and physician-office settings, alongside foundational medical billing workflows, insurance claim submission, and compliance principles. Emphasis is placed on accurate code selection, documentation interpretation, and the relationship between precise coding and patient safety, revenue integrity, and legal compliance. Lesson content maps directly to administrative competency domains tested on the CMA (AAMA) and RMA (AMT) credentialing examinations.

Outcomes
Course text

Students learn the fundamentals of diagnostic and procedural coding using ICD-10-CM and CPT systems as applied in ambulatory and physician-office settings, alongside foundational medical billing workflows, insurance claim submission, and compliance principles. Emphasis is placed on accurate code selection, documentation interpretation, and the relationship between precise coding and patient safety, revenue integrity, and legal compliance. Lesson content maps directly to administrative competency domains tested on the CMA (AAMA) and RMA (AMT) credentialing examinations.

How the course runs. 12 blocks: The Medical Billing Cycle and the Medical Assistant's Role; Medical Terminology and Documentation for Coding; Introduction to ICD-10-CM: Structure, Conventions, and Guidelines; ICD-10-CM Coding for Common Ambulatory Conditions; Introduction to CPT: Organization, Symbols, and Modifiers; Evaluation and Management (E/M) Coding; Procedural Coding: Surgery, Laboratory, and Radiology; The CMS-1500 Claim Form: Completion and Submission; Insurance Plans, Payer Policies, and Reimbursement Methodologies; Compliance, Fraud, and Abuse in Medical Coding; Electronic Health Records and Practice Management Software for Coding; Integrated Coding Practicum: Full Encounter Cycle.

What competent looks like. Accurately assign ICD-10-CM diagnosis codes and CPT procedure codes to common ambulatory encounter scenarios using current codebooks and conventions. Interpret physician documentation—including SOAP notes, operative reports, and encounter forms—to identify billable diagnoses and services. Explain the medical billing cycle from patient registration through claim adjudication and explain how coding errors affect reimbursement and compliance. Apply correct claim-submission conventions for CMS-1500 forms and electronic equivalent transactions, identifying and correcting common claim errors. Describe federal and payer compliance requirements relevant to coding, including fraud and abuse provisions, and explain the medical assistant's scope of responsibility. Demonstrate use of electronic health record and practice-management software to locate, assign, and submit codes as part of a complete billing workflow.

Lessons · 12 blocks
#LessonHrTypeObjectiveActivitiesMaterialsCheck
1The Medical Billing Cycle and the Medical Assistant's Role10.5theoryStudents will describe all steps of the medical billing cycle, from patient registration to payment posting, and identify the tasks that fall within a medical assistant's scope of practice in a physician-office billing workflow.
  1. Flowchart exercise: students construct a step-by-step billing-cycle diagram labeling each phase (scheduling, eligibility verification, charge capture, claim submission, adjudication, payment posting, denial management) and annotate which steps a medical assistant typically performs.
  2. Case discussion: review two published case studies of claim denials and trace each denial back to its root cause in the billing cycle, identifying which step broke down.
  3. Vocabulary matching quiz using 40 key billing terms (explanation of benefits, remittance advice, prior authorization, coordination of benefits, etc.) drawn from the AAMA Medical Assisting competency list.
Current edition of a standard medical billing and coding textbook (e.g., Buck's Step-by-Step Medical Coding); AAMA 2024 Medical Assistant Competency Map; sample explanation-of-benefits documents; whiteboard/markersStudents complete the vocabulary quiz and billing-cycle diagram; passing standard is 80% accuracy on vocabulary quiz and all major billing-cycle steps correctly sequenced and annotated.
2Medical Terminology and Documentation for Coding12.5theoryStudents will decode physician documentation using medical terminology analysis—roots, prefixes, and suffixes—to accurately identify diagnoses and procedures relevant to code selection.
  1. Term-dissection drill: students receive 30 clinical terms from sample progress notes, break each into components, and write plain-language meanings; instructor reviews answers as a group.
  2. Documentation labeling activity: students receive five de-identified SOAP notes and highlight the chief complaint, assessment, and plan sections, then list every diagnosis and procedure mentioned in plain language before any codes are assigned.
  3. Error-spotting exercise: students receive three provider notes containing deliberate documentation ambiguities (unspecified laterality, missing encounter date, illegible abbreviation) and write a query letter to the provider requesting clarification, following professional communication standards.
Medical terminology reference (e.g., Stedman's or Taber's Medical Dictionary); de-identified sample SOAP notes and encounter forms; query-letter template; anatomy diagram handoutsInstructor reviews documentation-labeling activity; students must correctly identify all billable elements in at least four of five SOAP notes (80% accuracy) before advancing to codebook lessons.
3Introduction to ICD-10-CM: Structure, Conventions, and Guidelines12.5theoryStudents will navigate the ICD-10-CM codebook using the Alphabetic Index and Tabular List, apply official conventions (includes notes, excludes notes, code-first, use-additional-code), and follow general coding guidelines for outpatient encounters.
  1. Guided codebook treasure hunt: instructor calls out 20 plain-language diagnoses; students race to locate the correct Tabular entry, identify applicable conventions, and write the full code with descriptor.
  2. Convention analysis: students receive a printed page from ICD-10-CM Tabular List chapters 5, 10, and 13; they highlight and explain every note type (Includes, Excludes1, Excludes2, Code First, Use Additional Code) in writing.
  3. Outpatient guideline application drill: students apply the official ICD-10-CM Official Guidelines for Coding and Reporting outpatient section to 10 short clinical scenarios, selecting principal diagnosis and any additional codes, justifying each choice in one sentence.
Current ICD-10-CM codebook (or CMS-published tabular list and index); ICD-10-CM Official Guidelines for Coding and Reporting (current year, free from CMS.gov); highlighters; scenario worksheetStudents submit the outpatient guideline application drill; passing is 80% of codes correct with convention notation; instructor spot-checks codebook navigation technique by asking each student to locate one code verbally.
4ICD-10-CM Coding for Common Ambulatory Conditions12.5practiceStudents will accurately assign ICD-10-CM codes for the most frequently encountered diagnoses in primary care and specialty offices, including acute illness, chronic disease, preventive encounters, and injury.
  1. Timed coding sets: students independently code 15 encounters drawn from common primary-care conditions (hypertension, type 2 diabetes, upper respiratory infection, urinary tract infection, sprain/fracture), then compare answers in pairs and resolve discrepancies using the codebook.
  2. Chronic-disease complication matrix: students build a reference grid for diabetes coding, mapping type, complication system, and manifestation to the correct code block, then apply it to five encounter scenarios.
  3. Preventive vs. problem-visit coding debate: given three scenarios where a patient presents for a physical but the provider also addresses a chronic condition, students argue correct code sequencing and Z-code use, citing guideline section numbers.
Current ICD-10-CM codebook; ICD-10-CM Official Guidelines; primary-care encounter scenario packet (instructor-prepared, de-identified); Z-code reference tableTimed coding set is graded; passing is 80% of codes fully correct (code, specificity level, and sequencing); errors are reviewed individually with instructor feedback before the next lesson.
5Introduction to CPT: Organization, Symbols, and Modifiers12.5theoryStudents will navigate the CPT codebook, interpret its organization and symbol conventions, and correctly apply commonly used modifiers to modify the meaning of procedure codes without altering their definition.
  1. CPT symbol scavenger hunt: students locate one example of each CPT symbol (bullet, triangle, facing triangles, plus sign, lightning bolt, circle with a line) within the Surgery section and write the section reference and meaning for each.
  2. Modifier application exercise: given 12 clinical scenarios, students select the appropriate modifier from a provided list (e.g., -25, -51, -59, -LT, -RT) and write a one-sentence justification for each selection.
  3. Section overview presentations: small groups are each assigned one CPT section (Evaluation and Management; Anesthesia; Surgery; Radiology; Pathology/Laboratory; Medicine) and prepare a two-minute overview explaining the section's structure and the types of services coded there, presented to the class.
Current CPT codebook (AMA edition); AMA CPT symbol legend handout; modifier quick-reference chart; scenario worksheetModifier application exercise is collected and graded; passing is 80% of modifiers correctly selected with valid justification; instructor verifies codebook navigation by watching each student locate an assigned code during class.
6Evaluation and Management (E/M) Coding14.5practiceStudents will select the correct Evaluation and Management code for office/outpatient encounters based on current AMA E/M guidelines, distinguishing new from established patients and applying medical-decision-making criteria.
  1. E/M guideline reading and annotation: students read the current AMA E/M guidelines for office and outpatient visits, annotate key definitions (new vs. established patient, medical decision making levels, time-based coding), and create a personal reference summary card.
  2. Documentation-to-code mapping: students receive five complete de-identified office-visit notes varying in complexity; they score each note's medical decision making using the official MDM table and select the appropriate E/M code, writing a rationale statement.
  3. Audit simulation: students exchange coded notes with a partner and perform a peer audit, checking code selection against the MDM table; discrepancies are resolved using the guidelines with instructor facilitation.
Current CPT codebook; AMA E/M guidelines (current year); AMA MDM complexity table; de-identified office-visit note packet; audit worksheetDocumentation-to-code mapping is collected; passing is correct E/M code with accurate MDM level justification on at least four of five notes (80%); instructor reviews every audit discrepancy with the student pair.
7Procedural Coding: Surgery, Laboratory, and Radiology12.5practiceStudents will assign CPT codes for common in-office surgical procedures, clinical laboratory tests, and diagnostic imaging studies ordered in ambulatory settings, applying global surgery concepts and laboratory panel rules.
  1. Surgical package unpacking: students receive descriptions of five common in-office procedures (laceration repair, incision and drainage, cryotherapy, joint injection, excision of skin lesion) and code each using CPT Surgery, identifying what services are included in the global surgical package.
  2. Laboratory and panel coding exercise: students code 10 lab orders, distinguishing when individual component codes must be used versus when a panel code applies, referencing the CPT Pathology/Laboratory section guidelines.
  3. Radiology coding challenge: given 10 radiology orders with reports, students assign the correct CPT radiology code including professional and technical component modifiers where applicable, then calculate the total units billed.
Current CPT codebook; AMA global surgery concept reference; CMS Medicare Physician Fee Schedule lookup (cms.gov, for educational reference on RVUs only); procedural scenario packetStudents submit all three exercises; passing is 80% overall accuracy across all 25 coded items; any global package errors are reviewed individually because they directly affect compliance and reimbursement accuracy.
8The CMS-1500 Claim Form: Completion and Submission12.5labStudents will accurately complete a CMS-1500 claim form (and its electronic equivalent data fields) for a complete patient encounter, applying correct field-by-field data entry conventions to produce a clean claim.
  1. Field-by-field walkthrough: using a blank CMS-1500 form overlay on the projector, instructor demonstrates completion of all required fields while students complete their own form simultaneously using a provided patient scenario; instructor pauses at each field for questions.
  2. Clean-claim construction lab: students receive a full encounter packet (registration form, insurance card copy, encounter note, superbill) and independently complete a CMS-1500 claim form from scratch, then run a self-audit checklist to catch errors before submission.
  3. Error-correction drill: students receive three pre-completed CMS-1500 forms each containing deliberate errors (wrong NPI placement, missing modifier, incorrect date format, invalid code); students identify and correct all errors, noting the field number and reason for each correction.
Blank CMS-1500 form (current version, available from NUCC.org); NUCC CMS-1500 completion instructions; sample patient encounter packet (instructor-prepared); error-correction checklist; practice-management software demo (if available)Students' independently completed clean CMS-1500 form is evaluated against an answer key; passing is all required fields completed correctly with no errors that would cause claim rejection (100% required fields; 80% overall field accuracy).
9Insurance Plans, Payer Policies, and Reimbursement Methodologies10.5theoryStudents will compare the reimbursement structures of major payer types—Medicare, Medicaid, commercial insurance, HMO, and PPO—and explain how each payer's policies affect code selection, prior authorization, and claim submission.
  1. Payer matrix project: students build a comparison table for at least five payer types, documenting how each handles primary vs. secondary billing, referral requirements, and common coding edits (e.g., NCCI edits for Medicare).
  2. Prior authorization role play: in pairs, one student plays a medical assistant calling an insurer for prior authorization of an imaging study; the other plays the payer representative using a script; roles rotate; class debriefs on what information is required.
  3. Medicare NCCI edit exploration: using the publicly available NCCI edit tables on the CMS website, students look up three code pairs to determine whether a modifier can bypass the edit or whether the codes are mutually exclusive, and explain the clinical rationale for the edit.
CMS.gov NCCI edit table (publicly available); Medicare Benefit Policy Manual chapter references (publicly available); payer matrix template; prior-authorization script; insurance glossary handoutCompleted payer matrix is collected and graded on accuracy of payer descriptions and reimbursement rules; passing is 80% of cells correctly completed; prior-authorization role play is observed by instructor with a pass/fail checklist for required data elements.
10Compliance, Fraud, and Abuse in Medical Coding10.5theoryStudents will define coding-related fraud and abuse, identify common compliance risk areas in a physician office, and describe the medical assistant's ethical and legal obligations when errors or irregularities are discovered.
  1. Case study analysis: students read three sanitized OIG Work Plan case summaries describing billing violations and for each identify: the type of violation, which coding rule was broken, the potential legal consequence, and what a medical assistant should have done differently.
  2. Compliance policy draft: small groups draft a brief (one-page) internal coding compliance policy for a fictional family practice, including a procedure for reporting suspected billing errors without retaliation, based on OIG compliance guidance for small physician practices.
  3. Scenario-response card sort: students receive 20 scenario cards describing coding decisions (upcoding, unbundling, using a code before verifying documentation, coding from a superbill without reading the note) and sort them into compliant vs. non-compliant piles, then discuss borderline cases as a class.
OIG Compliance Program Guidance for Individual and Small Group Physician Practices (publicly available); False Claims Act plain-language summary (publicly available); case study packet; scenario cardsCase study analysis is collected; students must correctly classify all three violations and provide accurate corrective actions (100% of violation types identified; passing is 80% overall accuracy on consequences and corrections); compliance policy is reviewed by instructor for required elements.
11Electronic Health Records and Practice Management Software for Coding12.5labStudents will use practice-management and electronic health record software to locate patient records, assign diagnosis and procedure codes, generate a claim, and interpret a remittance advice within a simulated clinical environment.
  1. EHR navigation lab: using training-mode EHR software, students open three simulated patient records, navigate to the encounter documentation, and assign ICD-10-CM and CPT codes using the software's integrated encoder, documenting their steps in a lab log.
  2. Claim generation and scrubbing: students generate an electronic claim from each coded encounter, run the built-in claim scrubber, interpret error messages, correct flagged fields, and resubmit; they record each error code and correction in their lab log.
  3. Remittance advice interpretation exercise: students receive a simulated electronic remittance advice with a mix of paid, denied, and partially paid claims; they post payments, identify denial reason codes, and prepare a one-paragraph action plan for each denied claim.
Practice-management/EHR training software (e.g., Kareo Training, Practice Fusion sandbox, or equivalent free training environment); simulated patient records; remittance advice scenario printouts; lab log templateLab log is collected showing all three encounters coded, claims generated, errors corrected, and remittance posted; passing is 80% of coding decisions correct and all required lab-log entries present; instructor observes software navigation technique during lab.
12Integrated Coding Practicum: Full Encounter Cycle12.5practiceStudents will independently complete the full coding and billing cycle—from reading provider documentation through claim submission and remittance interpretation—for a set of mixed-specialty encounter scenarios, demonstrating readiness for the administrative competencies assessed on the CMA (AAMA) and RMA (AMT) credentialing examinations.
  1. Mixed-specialty coding sprint: students receive a packet of 10 de-identified encounters spanning primary care, orthopedics, dermatology, and obstetrics/gynecology; working independently and timed, they assign all ICD-10-CM and CPT codes, apply modifiers, and document rationale for each code choice.
  2. Complete claim construction: for three of the 10 encounters, students complete a full CMS-1500 form, run a self-audit checklist, and prepare a submission-ready claim; they then review a corresponding simulated remittance advice and post the result.
  3. Peer review and exam debrief: students exchange completed coding packets with a peer for a structured review using a provided answer key; discrepancies are flagged and brought to a whole-class debrief where the instructor maps each coding concept to the specific CMA (AAMA) and RMA (AMT) exam content areas it covers.
Mixed-specialty encounter packet (instructor-prepared, de-identified); current ICD-10-CM and CPT codebooks; blank CMS-1500 forms; simulated remittance advice; CMA (AAMA) and RMA (AMT) exam content outline handouts; self-audit checklistCoding sprint packet is graded; passing is 80% of codes correct with valid rationale; CMS-1500 forms are graded at 80% field accuracy; students who score below passing receive targeted remediation on specific code sets before the course knowledge exam.
Assessments
AssessmentTypeWeightPass standardMethod & rubric
Medical Coding and Billing Knowledge ExamWritten exam25%80% or higher (40 of 50 questions correct)A 50-question multiple-choice examination covering ICD-10-CM conventions and guidelines, CPT organization and E/M coding, modifier use, claim form completion, payer types, and compliance concepts, mapped to the administrative/clinical knowledge domains of the CMA (AAMA) and RMA (AMT) content outlines. Questions are written at the application and analysis level; students may not use codebooks during this exam, mirroring credentialing exam conditions.
Standard met · Safety · Time · Quality/finish · Documentation
Live Coding Skills DemonstrationSkills demonstration45%80% accuracy on coding decisions; all compliance steps completed without promptingThe instructor presents the student with five previously unseen encounter scenarios and observes as the student uses the ICD-10-CM and CPT codebooks in real time to assign codes, apply modifiers, and explain rationale aloud; the student then completes a CMS-1500 claim for one encounter. The demonstration is scored on a structured rubric assessing codebook navigation, code accuracy, modifier application, claim form accuracy, and compliance awareness.
Standard met · Safety · Time · Quality/finish · Documentation
Coding and Billing Lab LogLog15%All 12 required entries present and 80% of coding decisions documented as correctStudents maintain a cumulative lab log throughout the course documenting every hands-on coding exercise, EHR lab session, claim generation activity, and remittance advice posting, including the encounter type, codes assigned, errors encountered, corrections made, and lesson learned. The completed log is reviewed at course end as evidence of progressive skill development and is evaluated for completeness, accuracy of documented code selections, and quality of self-reflection on errors.
Standard met · Safety · Time · Quality/finish · Documentation
Compliance and Scope-of-Practice Safety CheckSafety audit15%100% on all safety-critical compliance decision items; no unsafe or unethical responses permittedA scenario-based written assessment presenting five coding situations that include potential compliance violations (upcoding, unbundling, coding without adequate documentation, falsifying a claim field, ignoring a known error); students must identify the violation, state the correct action within a medical assistant's scope of practice, and describe the reporting pathway. Any response indicating a student would knowingly submit a fraudulent claim or conceal an error results in immediate remediation and retest before course credit is awarded.
Standard met · Safety · Time · Quality/finish · Documentation
HLT-MEDI38-06 Trade course

Electronic Health Records for Medical Assisting

145 hr · $2,090 COMPLIMENTARY

Students learn to navigate and use a practice-management EHR system to schedule appointments, document clinical encounters, process orders, and manage patient health information in compliance with HIPAA privacy and security rules. Emphasis is placed on accurate, complete, and timely documentation because errors in the medical record directly affect patient safety and billing integrity. Competencies align with CMA (AAMA) and RMA (AMT) exam domains covering medical informatics, administrative procedures, and clinical documentation.

Outcomes
Course text

Students learn to navigate and use a practice-management EHR system to schedule appointments, document clinical encounters, process orders, and manage patient health information in compliance with HIPAA privacy and security rules. Emphasis is placed on accurate, complete, and timely documentation because errors in the medical record directly affect patient safety and billing integrity. Competencies align with CMA (AAMA) and RMA (AMT) exam domains covering medical informatics, administrative procedures, and clinical documentation.

How the course runs. 12 blocks: Health Information Fundamentals and HIPAA Compliance; Navigating the EHR Interface and Patient Registration; Appointment Scheduling and Patient Flow Management; Clinical Documentation: SOAP Notes and the Problem List; Medication Lists, E-Prescribing Workflow, and Reconciliation; Laboratory Orders, Results Management, and Critical Value Reporting; Vital Signs and Clinical Data Entry; Administrative Correspondence and Patient Portal Communication; Superbill, Encounter Form, and Billing Interface; EHR Audit Trails, Corrections, and Addenda; Data Quality, Backup, and System Downtime Procedures; Integrated EHR Simulation: Full Patient Encounter Workflow.

What competent looks like. Accurately enter, retrieve, and correct patient demographic and clinical data in an EHR system while applying HIPAA minimum-necessary and access-control principles. Schedule, cancel, reschedule, and document patient appointments using EHR scheduling modules, applying office policies for appointment types and provider availability. Create and maintain problem lists, medication lists, allergy records, and visit notes that meet ambulatory-care documentation standards. Process electronic laboratory orders and results, flag critical values, and document provider notification within the EHR. Generate and reconcile superbills and encounter forms to support the coding and billing workflow, linking diagnosis and procedure entries to the correct patient encounter. Demonstrate compliance with HIPAA Privacy and Security Rules, including proper login/logout, password hygiene, audit-log awareness, and breach-reporting steps.

Lessons · 12 blocks
#LessonHrTypeObjectiveActivitiesMaterialsCheck
1Health Information Fundamentals and HIPAA Compliance12.5theoryStudents will explain the legal and ethical framework governing patient health information, including HIPAA Privacy and Security Rules and the minimum-necessary standard.
  1. Read and annotate selected sections of the U.S. Department of Health and Human Services HIPAA guidance for covered entities, then write a one-page plain-language summary of the minimum-necessary rule.
  2. Case-study analysis: students review three written scenarios of potential HIPAA breaches and classify each as a Privacy Rule violation, Security Rule violation, or both, citing the relevant principle.
  3. Class discussion and Q&A on patients' rights to access, amend, and restrict their records, culminating in each student completing a mock Notice of Privacy Practices acknowledgment form.
HHS HIPAA guidance documents (public domain), AAMA Medical Assisting: Administrative and Clinical Competencies textbook, whiteboard, printed scenario handoutsWritten short-answer quiz (10 questions) covering HIPAA Privacy Rule, Security Rule, minimum-necessary standard, and breach notification; pass = 80% or higher.
2Navigating the EHR Interface and Patient Registration12.5demoStudents will log in securely, navigate the main modules of the practice EHR training environment, and enter a complete new-patient demographic and insurance record without errors.
  1. Instructor-led walkthrough of the EHR dashboard (scheduling, chart, billing, and reports tabs) while students annotate a labeled screenshot handout identifying each module.
  2. Guided practice: each student enters a provided new-patient data set (name, DOB, address, insurance ID, guarantor) into the training EHR and verifies completeness against a data-entry checklist.
  3. Partner audit activity: students swap workstations and use the checklist to identify any missing or incorrectly formatted fields in a partner's entry, then correct their own record.
EHR training environment (e.g., Medisoft, Practice Fusion training version, or school-licensed simulation), new-patient data-entry checklist, labeled screenshot handout, student computersInstructor reviews each student's completed patient registration record against the checklist; pass = all required fields present and correctly formatted with zero critical errors (date of birth, insurance ID, name spelling).
3Appointment Scheduling and Patient Flow Management11.5practiceStudents will schedule, reschedule, and cancel patient appointments using the EHR scheduling module while matching appointment type to correct time slot and provider.
  1. Scenario drill: students receive a printed daily appointment request list and enter all appointments into the EHR scheduler, applying provided office templates for appointment types (new patient, follow-up, procedure, urgent).
  2. Role-play: one student acts as a patient calling to reschedule; the other navigates the EHR to find the original slot, cancel it with a reason code, and book the new appointment, then roles reverse.
  3. Overbooking and conflict resolution exercise: students identify three scheduling conflicts deliberately embedded in a sample schedule and correct them, documenting the reason for each change in the EHR notes field.
EHR training environment, printed appointment request list, office scheduling template guide, role-play script cardsTimed scheduling drill scored by instructor: 10 appointment entries in 20 minutes with correct provider, slot, appointment type, and reason code; pass = 9 of 10 entries correct.
4Clinical Documentation: SOAP Notes and the Problem List13.5labStudents will document a simulated patient encounter using SOAP note format within the EHR, and accurately maintain the patient's active problem list and allergy record.
  1. Instructor models documentation of a sample visit note in the EHR using the SOAP framework; students follow along on their own training accounts and compare their entries to the model.
  2. Lab exercise: students receive a written clinical scenario (chief complaint, vital signs, HPI, assessment, and plan) and independently enter a complete SOAP note, problem list update, and allergy entry into the EHR.
  3. Peer review: using a structured documentation rubric, students evaluate a partner's note for completeness, accuracy, and appropriate use of objective versus subjective language, then provide written feedback.
EHR training environment, clinical scenario handouts, SOAP note documentation rubric, AAMA textbook chapter on clinical documentationInstructor scores student SOAP note using the rubric (subjective, objective, assessment, plan each scored separately, plus problem list and allergy accuracy); pass = 80% rubric score with no critical omissions (allergy, medication dose, assessment).
5Medication Lists, E-Prescribing Workflow, and Reconciliation11.5practiceStudents will accurately enter and reconcile a patient medication list in the EHR, document medication administration, and describe the medical assistant's role in the electronic prescribing workflow within their scope of practice.
  1. Guided entry exercise: students enter a provided six-medication list (drug name, dose, route, frequency, prescriber, and start date) into the EHR medication module, using drug name lookup to select the correct formulary entry.
  2. Reconciliation scenario: students compare a paper medication list brought in by a simulated patient with the existing EHR medication list, identify two discrepancies, document them, and flag the record for provider review.
  3. Scope-of-practice mapping activity: students review a list of e-prescribing tasks and classify each as within or outside the medical assistant's scope in their state, citing the general principle that MAs do not prescribe and must have provider authorization before transmitting any prescription.
EHR training environment, printed six-medication patient list, discrepancy scenario handout, state scope-of-practice reference sheet, drug name lookup referenceMedication entry scored by instructor: all six medications entered with correct name, dose, route, and frequency, and discrepancies correctly flagged; pass = 5 of 6 medications error-free and both discrepancies documented.
6Laboratory Orders, Results Management, and Critical Value Reporting12.5labStudents will enter electronic laboratory orders in the EHR, receive and file simulated results, identify a critical value, and document provider notification following office protocol.
  1. Order entry exercise: students receive a provider's written order for a CBC and basic metabolic panel and enter the electronic order in the EHR, selecting the correct test codes, ordering provider, and specimen source.
  2. Results filing simulation: students receive a printed lab results report and manually enter values into the EHR results module, flagging abnormal values using the EHR's built-in reference range alerts.
  3. Critical value drill: one result is flagged as a critical value (e.g., a potassium level outside the critical range); students follow the written office protocol to document immediate notification of the provider in the EHR communication log, using correct time-stamping and read-back confirmation notation.
EHR training environment, provider order forms, printed simulated lab results, critical value protocol handout, normal reference range chartInstructor evaluates completed order entry, filed results, and critical value communication log entry; pass = order contains all required fields, all reference range flags applied correctly, and critical value notification documented within the simulated time limit with provider name, time, and read-back notation.
7Vital Signs and Clinical Data Entry10.5labStudents will accurately measure and enter a complete set of adult vital signs and anthropometric data into the EHR, and recognize values that fall outside normal adult ranges.
  1. Skills station rotation: students measure blood pressure, pulse, respirations, temperature, height, and weight on a lab partner using appropriate equipment, record values on paper first, then enter them into the EHR encounter form.
  2. Data-entry accuracy drill: instructor provides a set of 15 vital sign readings with two intentional transcription errors; students enter the data and use the EHR's flagging system to identify which values trigger out-of-range alerts.
  3. Reflection journal: students write a short paragraph explaining why accurate vital sign entry matters for patient safety and give one example of a clinical decision that could be affected by a transcription error.
Sphygmomanometer, stethoscope, thermometer, pulse oximeter, scale, measuring tape, EHR training environment, vital sign data drill worksheetInstructor compares student's EHR vital sign entry to the actual measured values; pass = all six vital sign fields entered with values within acceptable rounding conventions and both drill errors correctly identified.
8Administrative Correspondence and Patient Portal Communication10.5practiceStudents will compose and send secure EHR-based messages to simulated patients, generate appointment reminder letters, and process incoming patient portal messages according to office triage protocol.
  1. Secure message composition: students draft and send three patient portal messages (appointment confirmation, test result notification with provider-approved language, and a referral instructions message) using the EHR messaging module.
  2. Letter generation: students use the EHR's letter template function to produce a printed appointment reminder and a release-of-records acknowledgment letter, then proofread for accuracy.
  3. Triage inbox simulation: students receive a simulated inbox of five patient portal messages with varying urgency (prescription refill request, complaint of chest pain, request for directions) and route each to the correct recipient in the EHR, documenting the triage decision.
EHR training environment with patient portal module, letter template library, triage scenario message set, professional writing style guideInstructor reviews three composed messages and triage routing decisions; pass = messages are professional, contain no protected health information outside the secure channel, and all five triage routing decisions are correct.
9Superbill, Encounter Form, and Billing Interface12.5practiceStudents will generate an electronic superbill from a completed encounter, link ICD and CPT code placeholders to the correct visit, and transmit the encounter to the billing queue without missing required fields.
  1. Superbill walkthrough: instructor demonstrates how a completed SOAP note flows into the encounter/superbill screen; students follow along and identify where diagnosis codes, procedure codes, and modifiers are entered by the coding team.
  2. Encounter reconciliation exercise: students are given two completed SOAP notes and pre-filled superbills with one missing or mismatched field each; they locate the error, correct it, and document the correction.
  3. Billing queue drill: students complete the superbill for a simulated encounter and submit it to the billing queue, verifying that all required fields (rendering provider NPI placeholder, date of service, place of service) are present before submission.
EHR training environment with billing module, printed SOAP note scenarios, superbill template, ICD/CPT code reference (current edition)Instructor reviews submitted superbill in billing queue: pass = all required fields present, diagnosis and procedure code placeholders linked to the correct encounter date, no submission errors generated by the system.
10EHR Audit Trails, Corrections, and Addenda11.5theoryStudents will explain how EHR audit logs protect record integrity, and correctly apply the procedure for amending or adding an addendum to a finalized note without altering original content.
  1. Audit log demonstration: instructor shows a sample audit trail report and students identify who accessed the record, when, and what action was taken; students answer guided questions about the purpose of each log entry.
  2. Correction simulation: students locate a finalized note with a deliberate error (wrong medication route) and practice the EHR's addendum function to add a correction, leaving the original entry visible and timestamped.
  3. Ethics scenario discussion: students read a short scenario in which a staff member is tempted to delete an original error rather than add an addendum, then write a brief explanation of why deletion is legally and ethically impermissible.
EHR training environment, sample audit trail printout, addendum procedure reference card, ethics scenario handoutInstructor reviews each student's addendum entry: pass = original note intact, addendum dated and signed with student's name, correction stated clearly, and student can verbally explain why the original cannot be deleted (assessed by one oral question).
11Data Quality, Backup, and System Downtime Procedures11.5theoryStudents will describe the medical assistant's responsibilities during planned and unplanned EHR downtime, including use of downtime forms, and will explain general principles of data backup and system security.
  1. Downtime scenario walkthrough: students read a downtime procedure policy and then complete a paper downtime form for a simulated walk-in patient encounter, collecting the same data points the EHR would capture.
  2. Data entry after restoration: students practice entering the paper downtime data back into the EHR after the simulated system is restored, reconciling the paper form with the electronic record.
  3. Security practices checklist: students complete a self-assessment checklist covering password hygiene, workstation lock procedures, and proper log-out habits, then identify one security weakness in a written office scenario and propose a correction.
Printed downtime policy and downtime encounter forms, EHR training environment, security practices checklist, scenario handoutDowntime form scored by instructor for completeness (all required patient and clinical fields present); pass = 100% of required fields completed on paper form and successfully reconciled in EHR with no data discrepancies.
12Integrated EHR Simulation: Full Patient Encounter Workflow14.5labStudents will independently execute every step of a complete patient encounter in the EHR—from registration through scheduling, clinical documentation, lab order, superbill generation, and secure messaging—demonstrating integrated competency.
  1. Full simulation run: each student receives a patient scenario packet and must complete all EHR steps in sequence (registration, appointment, check-in, vital signs, SOAP note, problem and medication list update, lab order, superbill, and patient portal message) within a set time frame.
  2. Self-evaluation: students review their own completed encounter using a comprehensive checklist and mark any steps they believe were incomplete or incorrect before the instructor review.
  3. Debrief and correction session: instructor provides individualized feedback; students correct any identified errors using proper addendum procedures and document the reason for each correction.
EHR training environment (all modules active), patient scenario packet, integrated encounter checklist, vital sign equipmentInstructor scores completed encounter using the integrated encounter checklist (25 items across all modules); pass = 80% of items correct with zero critical safety errors (wrong patient, wrong medication entered, unaddressed critical lab value).
Assessments
AssessmentTypeWeightPass standardMethod & rubric
EHR Knowledge ExaminationWritten exam25%80% or higher (40 of 50 items correct)A 50-item multiple-choice and short-answer written exam covering HIPAA Privacy and Security Rules, EHR documentation standards, audit trail principles, downtime procedures, and the medical assistant's role in health information management. Items are mapped to CMA (AAMA) exam domains for medical informatics and administrative procedures and to RMA (AMT) domains for medical office and clinical procedures.
Standard met · Safety · Time · Quality/finish · Documentation
EHR Skills DemonstrationSkills demonstration45%Instructor-scored rubric: 80% overall with zero critical errors on patient identity, allergy, or critical value fieldsEach student independently completes a timed full-encounter simulation in the EHR training environment, performing registration, scheduling, SOAP documentation, medication and problem list update, lab order entry, superbill generation, and patient portal messaging for an assigned scenario without assistance. The instructor evaluates accuracy, completeness, and HIPAA-compliant behavior using a 25-item rubric.
Standard met · Safety · Time · Quality/finish · Documentation
EHR Lab Documentation LogLog15%All 12 lesson lab activities submitted; average score of 80% across scored entriesStudents maintain a running lab log throughout the course documenting their work from each hands-on lesson, including annotated screenshots or printed records from the EHR training environment, self-evaluations, and peer-review forms. The log demonstrates progressive skill development and is submitted as a complete portfolio at the end of the course.
Standard met · Safety · Time · Quality/finish · Documentation
HIPAA and Data Security Safety CheckSafety audit15%Pass/Fail: all five critical behaviors must be demonstrated correctly; any single failure = remediation required before course completionThe instructor observes each student during an unannounced check at any point in lessons 2 through 12 and evaluates five observable safety behaviors: secure login with individual credentials, workstation lock when stepping away, no PHI visible on unattended screen, correct use of the addendum function rather than deletion for corrections, and proper log-out at session end. This check mirrors HIPAA Security Rule safeguard expectations and is a graduation requirement.
Standard met · Safety · Time · Quality/finish · Documentation
HLT-MEDI38-07 Capstone

Medical Assisting Capstone Project

162 hr · $1,620 COMPLIMENTARY

Students synthesize all prior coursework by designing, executing, and defending an integrated medical assisting project that simulates a real ambulatory-care workflow from patient intake through documentation and billing. The capstone requires students to demonstrate clinical competence, administrative accuracy, EHR proficiency, phlebotomy and EKG skills, and professional communication in a single cohesive deliverable. Successful completion prepares students for the supervised practicum and validates readiness to sit the CMA (AAMA), RMA (AMT), and CPT Phlebotomy credential examinations.

Outcomes
Course text

Students synthesize all prior coursework by designing, executing, and defending an integrated medical assisting project that simulates a real ambulatory-care workflow from patient intake through documentation and billing. The capstone requires students to demonstrate clinical competence, administrative accuracy, EHR proficiency, phlebotomy and EKG skills, and professional communication in a single cohesive deliverable. Successful completion prepares students for the supervised practicum and validates readiness to sit the CMA (AAMA), RMA (AMT), and CPT Phlebotomy credential examinations.

How the course runs. 4 blocks: Project Design and Patient-Scenario Development; Integrated Clinical and Administrative Simulation; Portfolio Assembly and Self-Assessment; Oral Defense and Faculty Panel Review.

What competent looks like. Design a complete patient-encounter workflow that integrates scheduling, intake, vital signs, phlebotomy, EKG, clinical documentation, and basic coding using correct medical terminology and OSHA-compliant infection-control practices. Produce an accurate, professional patient-encounter portfolio including a completed mock EHR note, a lab requisition, an EKG rhythm strip with annotation, an ICD and CPT code set, and an encounter summary letter written at a patient-appropriate reading level. Apply standard precautions, sharps safety, and emergency-response procedures throughout all simulated clinical tasks, identifying and correcting scope-of-practice violations in peer work. Evaluate their own work against published CMA (AAMA) and RMA (AMT) exam content areas and CPT Phlebotomy competency standards, identifying personal knowledge gaps and an actionable remediation plan. Deliver an organized oral defense of project decisions—including rationale for clinical, administrative, and coding choices—to a faculty panel using professional verbal and nonverbal communication. Demonstrate ethical decision-making and patient confidentiality (HIPAA principles) in all project documentation and oral defense responses.

Lessons · 4 blocks
#LessonHrTypeObjectiveActivitiesMaterialsCheck
1Project Design and Patient-Scenario Development36theoryGiven a faculty-assigned patient demographic and chief complaint, the student will produce a written project plan that maps every required workflow step to the relevant CMA/RMA content area and identifies the legal, ethical, and safety considerations involved.
  1. Students receive a standardized patient profile packet (fictional name, age, chief complaint, insurance type, relevant history) and complete a structured project-planning template that lists each workflow phase, the competency it addresses, and the credential exam domain it maps to (e.g., clinical procedures for CMA/RMA, venipuncture competency for CPT Phlebotomy).
  2. Small groups of three critique each other's planning templates using a provided rubric, flagging any step that falls outside a medical assistant's scope of practice and proposing a compliant alternative in writing.
  3. Each student writes a one-page ethical and safety analysis identifying HIPAA documentation requirements, OSHA bloodborne-pathogen precautions for the planned phlebotomy step, and the chain of command they would follow if a simulated abnormal EKG finding were discovered.
Standardized patient profile packets, project-planning template, CMA (AAMA) Occupational Analysis content outline, RMA (AMT) competency list, CPT Phlebotomy task list (ASCP/NHA/AMT), OSHA Bloodborne Pathogens Standard summary, HIPAA Privacy Rule plain-language guide, peer-review rubricFaculty review of the completed project plan using a 20-point rubric; all workflow steps must be present and correctly mapped, scope-of-practice issues must be identified and resolved, and the safety/ethics analysis must address all three required areas. Minimum passing score: 80 out of 100 on the planning rubric before the student advances to Lesson 2.
2Integrated Clinical and Administrative Simulation60labFollowing their approved project plan, students will perform a complete simulated patient encounter—including intake, vital signs, venipuncture on a training arm, 12-lead EKG acquisition, and EHR documentation—demonstrating infection control and patient communication at each step.
  1. Students rotate through five timed lab stations in sequence (reception/scheduling entry in practice EHR; intake including blood pressure, pulse, respirations, temperature, and pain scale; simulated venipuncture on a phlebotomy training arm with tube labeling and chain-of-custody form; 12-lead EKG acquisition on a classmate using classroom EKG machines with rhythm annotation; and EHR progress-note entry using SOAP format), with a faculty observer using a skills-checklist at each station.
  2. Between stations, students complete a mock lab requisition and select an appropriate ICD diagnostic code and CPT procedural code pair for the encounter from a current-year code reference, documenting their rationale in one paragraph.
  3. Students draft a patient-facing after-visit summary in plain language (no jargon, target sixth-grade readability) covering diagnosis impression, follow-up instructions, and one lifestyle recommendation consistent with the chief complaint, then peer-exchange summaries and mark any terminology the patient would likely not understand.
Phlebotomy training arms and venipuncture supply kit (safety needles, vacuum tubes, tourniquets, gauze, bandages, sharps container, gloves), EKG machine with 12-lead capability and electrode supplies, sphygmomanometer, thermometer, pulse oximeter, stethoscope, practice EHR software (or EHR simulation module from Course 6), current-edition ICD coding manual or classroom subscription, current-edition CPT manual or classroom subscription, SOAP-note template, plain-language writing checklist, faculty skills-observation checklistsFaculty score each of the five station checklists independently; each checklist is pass/fail per critical step (e.g., two-patient identifiers, gloves donned before venipuncture, lead placement verified). A student must pass all critical steps at every station with no uncorrected safety violations. The coding pair and rationale paragraph are graded for accuracy: both codes must be appropriate for the documented encounter. Minimum overall score: 80% on combined station checklists, with zero unresolved critical safety failures.
3Portfolio Assembly and Self-Assessment36practiceStudents will compile all project artifacts into a professionally formatted capstone portfolio and complete a written self-assessment that maps each artifact to a specific CMA (AAMA), RMA (AMT), or CPT Phlebotomy exam content area and identifies at least three personal knowledge gaps with a concrete remediation plan.
  1. Students organize their portfolio into required sections using a provided table of contents template: (1) project plan, (2) completed EHR SOAP note, (3) lab requisition with tube labels, (4) annotated EKG rhythm strip printout, (5) ICD/CPT code pair with rationale, (6) patient after-visit summary, and (7) self-assessment document; faculty conduct a portfolio checklist review to confirm all sections are present and correctly labeled before the student begins writing the self-assessment.
  2. Using the official CMA (AAMA) content outline, RMA (AMT) competency list, and CPT Phlebotomy task list, students complete a credential-mapping matrix—a table with columns for each artifact, the matching exam domain, and a self-rated confidence level (1–4 scale)—then write a one-page narrative identifying at least three areas rated 1 or 2 and specific study actions they will take in Course 9.
  3. Students exchange portfolios with a peer and use the portfolio-grading rubric to provide written feedback on completeness, professional presentation, and clarity of the self-assessment; reviewers must cite the rubric criterion for every comment made.
Portfolio binder or digital folder template, table of contents template, credential-mapping matrix template, CMA (AAMA) content outline, RMA (AMT) competency list, CPT Phlebotomy task lists (NHA, AMT, ASCP), portfolio-grading rubric, peer-feedback formFaculty review portfolio against the grading rubric (100 points): completeness of all seven sections (40 points), accuracy and professionalism of each artifact (40 points), and quality and specificity of the self-assessment narrative (20 points). Minimum passing score: 80 out of 100. Any artifact with a critical error (e.g., wrong patient identifier on lab requisition, wrong lead placement documented) must be corrected before the oral defense.
4Oral Defense and Faculty Panel Review30fieldStudents will present and defend their capstone portfolio to a two-member faculty panel in a structured 30-minute oral defense, articulating the clinical and administrative rationale for each project decision and responding correctly to at least three spontaneous scenario-based questions within the medical assistant's scope of practice.
  1. Each student delivers a 10-minute structured overview of their patient encounter, walking the panel through the portfolio sections in order and explaining the decision rationale at each step (e.g., why a particular tube order was chosen, why a specific lead was re-positioned, how they selected the CPT code); faculty time the presentation and take notes using the defense rubric.
  2. The panel poses a minimum of three unscripted scenario questions drawn from a faculty-maintained question bank aligned to CMA/RMA and CPT Phlebotomy exam domains—examples include responding to a patient who refuses venipuncture, recognizing an artifact on the EKG strip, or identifying a documentation error in a displayed mock note—and the student responds in real time; a 10-minute question period follows the overview.
  3. After the defense, the student completes a brief 10-minute written reflection (one page, handwritten in the room) on what they would change about their project and how the experience prepares them for the Clinical Practicum and credential exams; this reflection is added to the portfolio as the final artifact.
Completed capstone portfolio (printed or displayed on screen), faculty oral-defense rubric, faculty scenario question bank (minimum 20 questions mapped to CMA/AAMA, RMA/AMT, and CPT Phlebotomy content areas), timer, blank lined paper for written reflectionPanel scores the defense on the oral-defense rubric (100 points): content accuracy and completeness of overview (40 points), quality and correctness of responses to scenario questions (40 points), and professional communication—eye contact, organized speech, appropriate terminology (20 points). Both panelists score independently; scores are averaged. A student must score a minimum of 80 out of 100 and must answer at least two of the three scenario questions correctly with no scope-of-practice violations to pass the capstone course.
Assessments
AssessmentTypeWeightPass standardMethod & rubric
Integrated Patient-Encounter ProjectProject60%Minimum 80% on the combined station checklists with zero unresolved critical safety failures; code pair accurate; all portfolio artifacts present and corrected before defenseThis project assessment encompasses the full simulated patient encounter performed in Lesson 2 plus the complete portfolio assembled in Lesson 3, evaluated together as one cohesive deliverable. Evaluators use skill-station checklists, a coding-accuracy rubric, and the portfolio rubric to confirm that the student can perform and document a complete medical assisting workflow safely, accurately, and in compliance with HIPAA and OSHA standards.
Meets specification · Within estimate · Workmanship · Safety · Documentation
Capstone PortfolioPortfolio20%Minimum 80 out of 100 on the portfolio rubric; all critical errors corrected prior to oral defense dateThe portfolio is graded as a standalone artifact for professional completeness, accuracy of all clinical and administrative documents, and the quality of the credential-mapping self-assessment. It demonstrates that the student can produce work-ready documentation—EHR notes, lab requisitions, EKG annotations, code pairs, and patient education—that meets industry standards and reflects readiness for the practicum and certification examinations.
Completeness · Organization · Evidence quality
Oral DefenseOral / panel20%Minimum average score of 80 out of 100 from both panelists; at least two of three scenario questions answered correctly with no scope-of-practice violationsThe oral defense is a 30-minute structured presentation and question session before a two-member faculty panel, assessing the student's ability to articulate clinical and administrative reasoning, respond correctly and safely to spontaneous scenario prompts drawn from CMA (AAMA), RMA (AMT), and CPT Phlebotomy exam domains, and communicate professionally. Failure to meet the minimum score or a scope-of-practice violation requires a scheduled remediation defense within ten school days.
Explains decisions · Answers technical questions · Professional communication
HLT-MEDI38-08 Externship / clinical

Clinical Practicum (Medical Assisting Externship)

243 hr · $970 COMPLIMENTARY

Students complete 243 supervised hours at an approved ambulatory healthcare site, applying administrative, clinical, and phlebotomy skills learned in prior coursework under the direct oversight of a credentialed site supervisor. Performance is evaluated against the competency standards aligned with the CMA (AAMA), RMA (AMT), and CPT Phlebotomy credential exam domains. This field experience bridges classroom preparation to entry-level employment readiness.

Outcomes
Course text

Students complete 243 supervised hours at an approved ambulatory healthcare site, applying administrative, clinical, and phlebotomy skills learned in prior coursework under the direct oversight of a credentialed site supervisor. Performance is evaluated against the competency standards aligned with the CMA (AAMA), RMA (AMT), and CPT Phlebotomy credential exam domains. This field experience bridges classroom preparation to entry-level employment readiness.

How the course runs. 4 blocks: Practicum Orientation and Site Integration; Administrative and EHR Rotation; Clinical Skills Rotation; Professional Integration, Reflection, and Log Completion.

What competent looks like. Perform clinical procedures—including vital signs, venipuncture, capillary puncture, ECG acquisition, and specimen handling—at a professional standard under supervisor observation. Execute front- and back-office administrative tasks, including scheduling, insurance verification, medical record documentation in an EHR, and compliant coding of encounter data. Demonstrate consistent compliance with OSHA bloodborne pathogen standards, infection control protocols, and patient safety practices throughout the externship. Communicate professionally with patients, families, and healthcare team members, applying therapeutic communication, cultural sensitivity, and HIPAA-required confidentiality. Receive, document, and act on constructive supervisor feedback to correct skill deficiencies and sustain a professional attitude across all assigned rotations. Compile and submit a complete practicum log documenting procedure counts, competency checkoffs, and reflective entries sufficient to verify eligibility for certification application.

Lessons · 4 blocks
#LessonHrTypeObjectiveActivitiesMaterialsCheck
1Practicum Orientation and Site Integration20fieldStudents will navigate the clinical site environment, complete all required onboarding steps, and demonstrate familiarity with site-specific policies, workflows, and emergency procedures before performing any patient-care tasks.
  1. Complete site onboarding checklist: tour of clinical and administrative areas, review of site infection-control policy, confirmation of current CPR/first aid card and immunization records with site coordinator.
  2. Shadow a credentialed medical assistant for two full clinic days, documenting at least ten distinct workflow observations (e.g., patient check-in, rooming, vital-sign charting, checkout) in the practicum log using the provided field-note template.
  3. Meet with site supervisor to review the externship performance rubric, set three measurable personal goals for the rotation, and confirm the schedule for each competency area checkoff.
Site onboarding checklist, program externship handbook, practicum log (paper or program-issued digital form), current CPR/first aid card, HIPAA acknowledgment form, site-specific policy and procedure manualSite supervisor confirms all onboarding documents are complete and signs the orientation checkoff page in the practicum log; student submits two pages of shadow-day field notes with at least ten labeled observations—supervisor initials each entry as accurate.
2Administrative and EHR Rotation55fieldStudents will perform front- and back-office administrative functions—including appointment scheduling, insurance verification, EHR documentation, and procedure code look-up—accurately and in compliance with HIPAA and site workflow standards.
  1. Schedule, reschedule, and cancel patient appointments in the site's EHR for at least five clinic days, entering demographic and insurance data and confirming at least 20 transactions; supervisor reviews each batch for accuracy before submission.
  2. Verify insurance eligibility for a minimum of 15 patient accounts using the site's payer portals or clearinghouse tool, documenting findings in the EHR and flagging any coverage gaps to the billing supervisor.
  3. Locate ICD-10-CM diagnostic and CPT procedural codes for a minimum of ten de-identified encounter records using the site's coding reference (encoder or code book), compare selections to the credentialed coder's final codes, and record discrepancies with explanations in the practicum log—mapped to RMA (AMT) exam domain: Administrative Medical Assisting.
Site EHR workstation with login credentials, site scheduling and billing policy, ICD-10-CM and CPT code references or encoder software, insurance eligibility verification portal, practicum log coding worksheet, HIPAA workstation use policySupervisor rates administrative performance on the program's standardized competency rubric (4-point scale) at the end of this rotation; student must score 3 or higher on each of the three administrative sub-competencies (scheduling accuracy, insurance verification, code look-up); practicum log coding worksheet must show at least ten completed entries with supervisor initials.
3Clinical Skills Rotation130fieldStudents will perform a defined set of direct patient-care procedures—including vital signs, venipuncture, capillary puncture, ECG acquisition, medication preparation, and specimen processing—correctly, safely, and within scope of practice under supervisor observation.
  1. Obtain and document complete vital sign sets (blood pressure, pulse, respiration, temperature, oxygen saturation, and pain scale) for a minimum of 40 patient encounters across the rotation, charting results in the EHR within the time frame required by site policy; supervisor spot-checks at least ten entries against the student's technique for accuracy—mapped to CMA (AAMA) exam content area: Clinical Medical Assisting / Patient Preparation.
  2. Perform venipuncture and capillary puncture on actual patients to collect specimens, meeting the program-required minimum procedure counts specified in the externship handbook; label, handle, and process each specimen per CLSI order-of-draw and site laboratory policy; document each collection in the practicum log with date, tube types, and supervisor initials—mapped to CPT Phlebotomy credential exam domain: Specimen Collection and Handling.
  3. Acquire a minimum of ten 12-lead ECG tracings on patients under supervisor observation, checking lead placement, artifact, and tracing quality before submission to the provider; document each case in the practicum log and receive written supervisor feedback on at least three tracings—mapped to RMA (AMT) exam domain: Clinical Medical Assisting.
Site clinical equipment (sphygmomanometer, pulse oximeter, thermometers, ECG machine, phlebotomy supply cart), site-approved PPE, specimen collection and processing supplies, site laboratory requisition system, EHR clinical documentation module, practicum log clinical skills tracking sheet, CLSI phlebotomy collection guidelines (reference)Supervisor completes the program's clinical competency checkoff form for each required procedure category (vital signs, venipuncture, capillary puncture, ECG) using a 4-point rubric; student must score 3 or higher on every checklist item within each category; any item scored 2 or below must be remediated and re-evaluated before the rotation is credited; procedure counts must meet the minimums recorded in the externship handbook.
4Professional Integration, Reflection, and Log Completion38fieldStudents will synthesize externship experiences by completing all practicum log documentation, responding to supervisor mid-point and final evaluations, writing structured reflective entries, and verifying that all credential application prerequisites are met.
  1. Review the mid-point supervisor evaluation with the site supervisor and program externship coordinator via a scheduled three-way conference (in person or video); identify any competency area scoring below 3, create a written improvement plan with specific actions and a re-evaluation date, and upload the signed plan to the program's student portal within 48 hours of the conference.
  2. Write four structured reflective journal entries (one per major rotation area: orientation/admin, clinical skills, phlebotomy, ECG) using the SOAP-style reflection format provided in the externship handbook—each entry must identify a challenging situation, the actions taken, the outcome, and one professional growth point; entries are reviewed by the program externship coordinator for depth and professional tone.
  3. Audit the completed practicum log against the credential eligibility checklists for CMA (AAMA), RMA (AMT), and CPT Phlebotomy; confirm that required procedure counts, supervisor signatures, and hour totals are documented; compile the finalized log into a single submission packet and present it to the program externship coordinator for review and sign-off.
Completed practicum log, mid-point and final supervisor evaluation forms (program-issued), SOAP reflection template, credential eligibility requirement summaries (AAMA, AMT, NHA/AMT/ASCP phlebotomy), program student portal for document upload, externship handbookProgram externship coordinator confirms that all practicum log pages are complete, signed, and meet minimum procedure and hour counts; all four reflective entries must be submitted and scored Satisfactory on the reflection rubric (clear situation, action, outcome, and growth point present); the improvement plan, if required, must be signed by both supervisor and student; the coordinator's final sign-off on the log serves as the pass gate for this lesson.
Assessments
AssessmentTypeWeightPass standardMethod & rubric
Supervisor Clinical EvaluationClinical evaluation70%A score of 3 or higher (out of 4) on every competency item in all domains on the final supervisor evaluation form; any domain with an item scored below 3 at final evaluation requires documented remediation and a re-evaluation before the course is considered complete.The site supervisor completes the program's standardized final evaluation form rating the student across administrative, clinical, phlebotomy, ECG, professionalism, and communication competency domains using a 4-point scale; the form is reviewed in a final three-way conference with the student and program externship coordinator, signed by all parties, and submitted to the program as the primary clinical evaluation record aligned to CMA (AAMA), RMA (AMT), and CPT Phlebotomy competency standards.
Competency · Safety · Attendance · Conduct · Initiative
Practicum LogLog30%The log must be complete with all required sections filled in, all entries initialed or signed by the site supervisor, minimum procedure counts met for each required skill area as specified in the externship handbook, total hours verified at 243, and all four reflective entries scored Satisfactory by the program externship coordinator.The practicum log is a running written record maintained by the student throughout all 243 externship hours, documenting daily hour counts, each clinical and administrative procedure performed with date and supervisor initials, coding worksheet entries, and structured reflective journal entries; the completed and audited log serves as the documentary evidence of clinical experience required to support eligibility applications for the CMA (AAMA), RMA (AMT), and CPT Phlebotomy credentials.
Complete · Verified
HLT-MEDI38-09 Exam prep

Certification Exam Preparation: CMA, RMA, and CPT

68 hr · $680 COMPLIMENTARY

Students systematically review every content domain tested on the CMA (AAMA), RMA (AMT), and CPT phlebotomy certification exams, identify personal knowledge gaps, and practice under timed, exam-realistic conditions. Emphasis is placed on test-taking strategy, clinical reasoning, and reinforcing scope-of-practice boundaries that appear consistently across all three credentials. The course culminates in full-length mock examinations that mirror actual exam formats and passing standards.

Outcomes
Course text

Students systematically review every content domain tested on the CMA (AAMA), RMA (AMT), and CPT phlebotomy certification exams, identify personal knowledge gaps, and practice under timed, exam-realistic conditions. Emphasis is placed on test-taking strategy, clinical reasoning, and reinforcing scope-of-practice boundaries that appear consistently across all three credentials. The course culminates in full-length mock examinations that mirror actual exam formats and passing standards.

How the course runs. 4 blocks: CMA (AAMA) Domain Review: General, Administrative, and Clinical Content; RMA (AMT) Domain Review: General, Administrative, and Clinical Content; CPT Phlebotomy Domain Review: Specimen Collection, Processing, Safety, and Compliance; Full-Length Mock Certification Examinations and Targeted Remediation.

What competent looks like. Accurately answer practice questions across all CMA (AAMA) exam content areas—general, administrative, and clinical—at or above a practice benchmark consistent with passing readiness. Accurately answer practice questions across all RMA (AMT) exam content areas—general medical assisting, administrative, and clinical—at or above a practice benchmark consistent with passing readiness. Accurately answer practice questions across CPT phlebotomy exam content domains—specimen collection, processing, safety, and compliance—at or above a practice benchmark consistent with passing readiness. Apply test-taking strategies, including process of elimination and time management, to improve performance on multiple-choice certification questions. Identify and remediate personal knowledge gaps in anatomy and physiology, pharmacology math, coding basics, EKG interpretation, and infection control using targeted study resources. Complete full-length timed mock examinations for each credential and evaluate performance by domain to guide final self-directed review.

Lessons · 4 blocks
#LessonHrTypeObjectiveActivitiesMaterialsCheck
1CMA (AAMA) Domain Review: General, Administrative, and Clinical Content18theoryStudents will correctly answer at least 75% of practice questions across all three CMA (AAMA) content domains—general (foundational and legal/ethical), administrative, and clinical—in a timed drill setting.
  1. Domain-by-domain instructor-led review using AAMA content outline as the road map, covering medical law and ethics, anatomy and physiology, minor surgery assisting, pharmacology calculations, and patient education; students annotate a personal gap tracker as topics are covered.
  2. Small-group rotating stations where each station targets one sub-domain (e.g., medication administration routes, coding fundamentals, appointment scheduling regulations, infection control standards); groups rotate every 20 minutes and complete a 10-question timed quiz at each station.
  3. Whole-class debrief of high-frequency 'distractor' question types drawn from AAMA practice materials, with instructor modeling the process-of-elimination strategy on projected questions before students retry independently.
AAMA CMA content outline (current version from aama-ntl.org), CMA exam practice question bank (official AAMA study resources or equivalent publisher such as Pearson or McGraw-Hill Medical Assisting review texts), whiteboard, personal gap-tracker worksheet, calculators for math reviewTimed 50-question cumulative domain quiz at the end of the lesson; passing benchmark is 75% correct overall with no single domain below 70%; students scoring below benchmark on any domain receive a targeted remediation reading assignment before the next lesson.
2RMA (AMT) Domain Review: General, Administrative, and Clinical Content16theoryStudents will correctly answer at least 75% of practice questions mapped to all RMA (AMT) exam content areas, demonstrating readiness across general medical assisting knowledge, administrative procedures, and clinical procedures.
  1. Instructor-facilitated comparison of RMA and CMA content blueprints to highlight overlapping topics and RMA-specific emphases (e.g., medical terminology scope, medical law nuances, clinical procedures weighting); students update their gap trackers with RMA-specific items.
  2. Paired peer-teaching activity: each pair is assigned one RMA sub-domain (e.g., vital signs and measurements, asepsis and sterilization, medical records management), creates a one-page visual summary, presents it to the class for 5 minutes, then the class completes a 5-question quiz on that sub-domain.
  3. Independent 30-question timed practice set drawn from AMT RMA study resources, followed by individual score analysis using an answer-explanation review guide so students understand the rationale behind each correct and incorrect option.
AMT RMA competency outline (current version from americanmedtech.org), AMT study guide or equivalent RMA review text, peer-teaching template, gap-tracker worksheet, answer-explanation review guideTimed 40-question cumulative RMA domain quiz; passing benchmark is 75% correct; instructor reviews individual score reports and flags any sub-domain below 70% for mandatory self-study using assigned reference pages before Lesson 3.
3CPT Phlebotomy Domain Review: Specimen Collection, Processing, Safety, and Compliance16labStudents will correctly answer at least 75% of practice questions across CPT phlebotomy exam content domains and demonstrate correct venipuncture and capillary collection technique on a training arm under simulated exam-condition observation.
  1. Instructor-led content review of CPT exam blueprint domains—patient and specimen identification, order of draw, collection equipment selection, pre-analytical variables, specimen handling and processing, quality assurance, OSHA bloodborne pathogen standards, and HIPAA compliance—using a side-by-side comparison of NHA, AMT, and ASCP CPT content outlines so students understand which credentialing body they are sitting for.
  2. Hands-on lab stations using venipuncture training arms, evacuated tube systems, capillary puncture supplies, and specimen transport materials: students perform a timed complete venipuncture sequence (patient ID, site selection, collection using correct order of draw, labeling, transport preparation) while a lab partner scores them on a standardized skills checklist mirroring the practical competencies embedded in phlebotomy certification.
  3. Written scenario drill: students read 10 mini-case scenarios describing pre-analytical errors (e.g., hemolyzed sample, wrong tube used, unlabeled specimen, failure to check patient ID with two identifiers) and write a one-sentence corrective action for each, then discuss as a class with instructor feedback.
NHA CPT, AMT RPT, and ASCP CPT content outlines (current versions from respective certifying body websites), venipuncture training arms, evacuated tube collection sets (multiple tube types), lancets, capillary collection devices, specimen transport bags and biohazard labels, phlebotomy skills checklist, PPE (gloves, face protection), sharps disposal containerCombined assessment: 30-question timed written quiz on phlebotomy knowledge domains (passing 75%) AND successful completion of the venipuncture skills checklist (all critical-safety steps marked 'satisfactory' with no critical errors); any critical safety error—such as failure to use two patient identifiers or improper sharps disposal—requires an immediate remediation repeat before the student may sit the mock exam.
4Full-Length Mock Certification Examinations and Targeted Remediation18practiceStudents will complete full-length, timed mock examinations simulating the CMA (AAMA), RMA (AMT), and CPT phlebotomy credentials, analyze their results by domain, and produce a personalized final study plan targeting remaining weak areas.
  1. Proctored full-length mock examinations administered in sequence across the lesson block: a CMA-format multiple-choice mock (number of questions and time limit aligned to current AAMA exam specifications), an RMA-format mock (aligned to current AMT specifications), and a CPT-format mock (aligned to the student's target phlebotomy certifying body specifications); examinees follow actual testing protocols—no notes, no phones, one break between exams—to build stamina and simulate exam-day conditions.
  2. Individual score-report analysis session: students receive a domain-by-domain performance breakdown for each mock exam, compare their scores to the passing benchmarks published by each certifying body, and complete a structured reflection form identifying their top three weak domains per credential and at least two specific study actions they will take before their scheduled exam date.
  3. Instructor-led group debrief focusing on the most commonly missed question types across the cohort: instructor models clinical reasoning through five representative missed questions per credential using a 'think-aloud' strategy, and students receive a curated final-week study resource list (textbook chapters, AAMA and AMT online resources, phlebotomy review videos) organized by domain.
Full-length mock exam question banks for CMA, RMA, and CPT (from AAMA official practice exams, AMT practice resources, and NHA/ASCP practice materials as applicable), printed or electronic answer sheets, domain performance breakdown scoring rubric, structured reflection worksheet, final-week study resource list, clock or timer for proctoringEach student must achieve a minimum of 75% correct on each full-length mock exam to be documented as exam-ready; students who do not meet 75% on any single credential mock receive a mandatory instructor conference, a written remediation plan specifying targeted study hours and resources, and the opportunity to complete a second mock for that credential before program completion; program records readiness status for each credential for each student.
Assessments
AssessmentTypeWeightPass standardMethod & rubric
Comprehensive Mock Certification Examination SuiteMock certification exam100%75% or higher on each of the three full-length mock examinations (CMA, RMA, and CPT); all critical phlebotomy safety steps rated satisfactory on the skills checklist with zero critical errorsStudents complete three proctored, timed, full-length mock examinations—one each for the CMA (AAMA), RMA (AMT), and CPT phlebotomy credentials—under conditions that replicate actual credentialing exam environments, including no reference materials and enforced time limits aligned to each certifying body's current exam specifications. Performance is reported by content domain, and each student's readiness status is documented; students who do not reach the 75% threshold on any mock receive a structured remediation plan and a retake opportunity within the program's final week.
Score · Time management
Program completion

External credential: CMA (AAMA); CPT Phlebotomy; RMA (AMT)

Students prepare to sit the Certified Medical Assistant (CMA) examination administered by the American Association of Medical Assistants (AAMA) and/or the Registered Medical Assistant (RMA) examination administered by American Medical Technologists (AMT), as well as a Certified Phlebotomy Technician (CPT) examination through an approved certifying body such as NHA, AMT, or ASCP. Pass standard: Credential issued by the body.

Back to Medical Assisting · How the school gets authority to award these credentials