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.
VoTechWorks program approval and accreditation are still in progress. Credentials are issued only by the certifying bodies named in each program, after their own exams.
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.
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.
OutcomesThis 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.
| # | Lesson | Hr | Type | Objective | Activities | Materials | Check |
|---|---|---|---|---|---|---|---|
| 1 | OSHA Safety Fundamentals and Infection Control in the Medical Office | 24 | lab | Students 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. |
| 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 handout | Instructor 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. |
| 2 | First Aid and CPR/AED Certification | 16 | lab | Students 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. |
| 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. |
| 3 | Health-Care Math: Measurement, Conversions, and Dosage Calculation | 28 | practice | Students 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. |
| 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 card | Instructor 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. |
| 4 | Medical Terminology for Clinical and Administrative Practice | 22 | theory | Students 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. |
| 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 handouts | Instructor 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. |
| 5 | Professional Communication: Written, Verbal, and Patient-Centered | 24 | demo | Students 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. |
| 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. |
| 6 | Digital Tools and Electronic Documentation for Medical Assistants | 18 | practice | Students 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. |
| 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 guide | Instructor 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. |
| 7 | Career Readiness: Scope of Practice, Credentialing, and Professional Portfolio | 16 | theory | Students 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. |
| 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 records | Instructor 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. |
| Assessment | Type | Weight | Pass standard | Method & rubric |
|---|---|---|---|---|
| OSHA, Safety, and CPR Knowledge Exam | Written exam | 25% | 75% overall; zero errors on bloodborne pathogen exposure-response questions | A 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 Exam | Written exam | 25% | 80% overall; 100% on all dosage calculation items designated as patient-safety-critical | A 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 Project | Project | 25% | Minimum score of 80% on the portfolio rubric; all required items present and complete | Students 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 Defense | Oral / panel | 25% | 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 |
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.
OutcomesThis 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.
| # | Lesson | Hr | Type | Objective | Activities | Materials | Check |
|---|---|---|---|---|---|---|---|
| 1 | Medical Asepsis and Infection Control in the Clinical Setting | 12.5 | lab | Students 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. |
| 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 forms | Instructor 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. |
| 2 | Medical Terminology and Abbreviations for Clinical and Administrative Documentation | 10.5 | theory | Students 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. |
| 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 sets | Written 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. |
| 3 | Vital Signs: Temperature, Pulse, and Respiration | 14.5 | lab | Students 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. |
| 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 card | Instructor 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. |
| 4 | Vital Signs: Blood Pressure and Oxygen Saturation | 12.5 | lab | Students 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. |
| 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 card | Bilateral 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. |
| 5 | Patient Intake, History, and Therapeutic Communication | 12.5 | practice | Students 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. |
| Scripted patient scenario cards, blank patient history forms, SOAP note templates, therapeutic communication checklist, brief video clip of simulated intake interview, interpreter services reference guide | Instructor 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. |
| 6 | Patient Positioning, Draping, and Examination Room Preparation | 10.5 | demo | Students 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. |
| Adjustable examination table, examination table paper, draping sheets and gowns, pillow, step stool, stirrups, gait belt, positioning reference card, body-mechanics poster, lab portfolio folder | Instructor 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. |
| 7 | Assisting with Minor Office Procedures and Sterile Technique | 14.5 | lab | Students 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. |
| 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 checklist | Instructor 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. |
| 8 | Medication Administration Routes and Safety Principles | 12.5 | theory | Students 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. |
| 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. |
| 9 | Appointment Scheduling, Patient Registration, and Insurance Verification | 12.5 | practice | Students 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. |
| 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 guide | Instructor 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. |
| 10 | Medical Records Management, HIPAA, and Release of Information | 12.5 | theory | Students 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. |
| 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 table | Written 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. |
| 11 | Introduction to Diagnostic and Procedural Coding for Charge Capture | 10.5 | theory | Students 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. |
| 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 key | Coding 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. |
| 12 | Professional Ethics, Legal Scope of Practice, and Patient Rights | 10.5 | theory | Students 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. |
| 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 template | Written 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. |
| Assessment | Type | Weight | Pass standard | Method & rubric |
|---|---|---|---|---|
| Clinical and Administrative Knowledge Examination | Written exam | 25% | 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 Demonstration | Skills demonstration | 45% | 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 Log | Log | 15% | 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 Check | Safety audit | 15% | 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 |
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.
OutcomesStudents 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.
| # | Lesson | Hr | Type | Objective | Activities | Materials | Check |
|---|---|---|---|---|---|---|---|
| 1 | Circulatory System Anatomy and Physiology for Phlebotomy | 10.5 | theory | Students identify the major veins used for venipuncture, describe blood composition, and explain how anatomical knowledge guides site selection and patient safety. |
| Human anatomy model (arm/circulatory), CLSI GP41 guideline (current edition), color-coded vein anatomy diagrams, phlebotomy textbook (e.g., McCall & Tankersley 'Phlebotomy Essentials'), whiteboard | Students score 80% or higher on a 20-question anatomy identification quiz covering vein names, blood components, and contraindicated sites. |
| 2 | Infection Control, OSHA Bloodborne Pathogens, and Standard Precautions | 13 | theory | Students explain OSHA Bloodborne Pathogen Standard requirements and correctly select and apply PPE and sharps-disposal procedures before any hands-on collection practice begins. |
| OSHA Bloodborne Pathogens Standard summary poster, nitrile gloves (various sizes), face masks, sharps disposal containers, PPE decision flowchart handout, phlebotomy textbook | 100% 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. |
| 3 | Equipment Identification: Tubes, Additives, Order of Draw, and Supplies | 10.5 | demo | Students 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. |
| 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 card | Students 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. |
| 4 | Pre-Analytical Variables: Patient Identification, Requisitions, and Specimen Integrity | 8.5 | theory | Students explain how pre-analytical errors occur and correctly complete a specimen requisition and patient label using two patient identifiers, with zero critical errors. |
| Sample physician requisition forms, blank specimen labels, simulated patient ID wristbands, case study handouts, phlebotomy textbook chapter on pre-analytical variables | Students 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. |
| 5 | Venipuncture Technique: Evacuated Tube System — Simulation Phase | 17 | lab | Students 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. |
| 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, gloves | Instructor-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. |
| 6 | Venipuncture Technique: Syringe Method and Butterfly (Winged Infusion) Set | 15 | lab | Students 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. |
| 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 pads | Instructor-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. |
| 7 | Difficult Draws, Patient Complications, and Procedural Modifications | 10.5 | demo | Students recognize common venipuncture complications and select the correct procedural modification or intervention for each scenario without instructor prompting. |
| Complications scenario card deck, incident/variance documentation forms, training manikin arm, CPR face shield, blood pressure cuff (for context demonstration), phlebotomy textbook chapter on complications | Students 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. |
| 8 | Capillary Puncture: Fingerstick and Heelstick Technique | 13 | lab | Students 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. |
| 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 checklist | Instructor-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. |
| 9 | Specimen Processing: Centrifugation, Aliquoting, and Preservation | 13 | lab | Students 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. |
| 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 processing | Students 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. |
| 10 | Point-of-Care Testing and Glucose Monitoring | 10.5 | demo | Students 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. |
| 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 insert | Students 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. |
| 11 | Special Collections: Blood Cultures, Timed Draws, and Chain of Custody | 10.5 | theory | Students 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. |
| 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 collections | Students 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. |
| 12 | Clinical Integration: Full Collection Workflow and Exam Readiness Review | 14 | practice | Students 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. |
| 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 worksheet | Students 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. |
| Assessment | Type | Weight | Pass standard | Method & rubric |
|---|---|---|---|---|
| Phlebotomy Knowledge Examination | Written exam | 25% | 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 Demonstration | Skills demonstration | 45% | 90% on the 25-step master checklist with a score of 100% on all identified safety-critical steps; one retake permitted within one week | The 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 Log | Log | 15% | 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 higher | Students 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 Check | Safety audit | 15% | 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 work | Conducted 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 |
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.
OutcomesStudents 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.
| # | Lesson | Hr | Type | Objective | Activities | Materials | Check |
|---|---|---|---|---|---|---|---|
| 1 | The Cardiac Conduction System and the ECG Signal | 10 | theory | Students will describe the normal pathway of electrical conduction through the heart and explain how each component produces a recognizable deflection on the ECG tracing. |
| Whiteboard and markers, printed normal 12-lead ECG samples, Dubin's Rapid Interpretation of EKGs (or equivalent standard text), blank cardiac anatomy worksheets, calculators | Students complete a 20-question identification quiz covering waveform names, normal interval ranges, and conduction pathway sequence; pass mark 75%. |
| 2 | ECG Equipment: Components, Leads, and Electrical Safety | 10 | theory | Students will identify the purpose of each electrode placement site and explain electrical safety principles that protect patients from microshock and macroshock during ECG acquisition. |
| ECG machine with lead wires and electrodes, torso placement diagram worksheets, electrical safety reference handout derived from OSHA general industry electrical standards, lab notebooks | Students 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. |
| 3 | Standard Precautions and Infection Control for ECG Procedures | 8 | theory | Students will apply OSHA bloodborne-pathogen standard precautions and clinical infection-control practices relevant to ECG equipment handling and patient contact. |
| Simulated facility infection-control policy, OSHA bloodborne-pathogen standard summary handout, disposable electrode samples, approved surface disinfectant wipes, gloves, lab notebooks | Students 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%. |
| 4 | Patient Preparation and Professional Communication | 10 | demo | Students 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. |
| 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 notebooks | Instructor 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. |
| 5 | Electrode Placement and Acquiring the 12-Lead ECG | 14 | lab | Students 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. |
| 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 notebooks | Instructor 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. |
| 6 | Recognizing Normal Sinus Rhythm and Basic Interval Measurement | 12 | theory | Students 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. |
| Printed rhythm strip sets (minimum 20 strips per student), ECG calipers, millimeter rulers, interval reference chart, interval calculation worksheets, answer keys | Students 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. |
| 7 | Identifying Common ECG Artifacts and Troubleshooting | 12 | lab | Students 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. |
| ECG machines, disposable electrodes, artifact gallery wall posters, camera or phone for documentation, troubleshooting case cards, lab notebooks | Students 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. |
| 8 | Recognizing Rhythms Requiring Immediate Reporting | 14 | theory | Students 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. |
| 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 forms | Students 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. |
| 9 | Holter Monitoring and Event Recorder Overview | 10 | demo | Students will describe the purpose, setup procedure, and patient instructions for ambulatory cardiac monitoring devices, including Holter monitors and patient-activated event recorders. |
| Holter monitor unit or realistic training model, electrodes and lead wires for Holter, patient diary forms, comparison chart template, lab notebooks | Students 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. |
| 10 | ECG Documentation, Mounting, and Transmission | 12 | practice | Students will correctly mount a 12-lead ECG tracing, complete all required documentation fields, and transmit or file the record according to simulated facility protocol. |
| Printed 12-lead ECG tracings, standard ECG mounting forms, scissors, tape, simulated EHR login access, scanner or camera, documentation policy handout | Instructor 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. |
| 11 | Integrated Skills Lab: Full ECG Workflow Under Simulated Clinical Conditions | 18 | lab | Students will perform the complete ECG workflow—patient greeting, standard precautions, preparation, acquisition, artifact troubleshooting, documentation, and provider notification—within a timed, simulated clinical encounter. |
| ECG machines, full electrode and skin-prep supplies, simulated patient scenario cards including one emergency-rhythm scenario, skills checklist forms, simulated EHR access, lab notebooks | Instructor 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). |
| 12 | CMA and RMA Credential Exam Alignment: ECG Content Review | 16 | practice | Students 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. |
| 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 notes | Students 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. |
| Assessment | Type | Weight | Pass standard | Method & rubric |
|---|---|---|---|---|
| ECG Theory Knowledge Exam | Written exam | 25% | 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 Demonstration | Skills demonstration | 45% | 90% of checklist items correct with zero critical safety errors | Each 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 Log | Log | 15% | All 12 required entries complete, accurate, and signed; minimum score of 80% on the documentation quality rubric | Students 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 Check | Safety audit | 15% | 100% of critical safety items demonstrated correctly; no re-test exceptions | A 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 |
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.
OutcomesStudents 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.
| # | Lesson | Hr | Type | Objective | Activities | Materials | Check |
|---|---|---|---|---|---|---|---|
| 1 | The Medical Billing Cycle and the Medical Assistant's Role | 10.5 | theory | Students 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. |
| 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/markers | Students 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. |
| 2 | Medical Terminology and Documentation for Coding | 12.5 | theory | Students will decode physician documentation using medical terminology analysis—roots, prefixes, and suffixes—to accurately identify diagnoses and procedures relevant to code selection. |
| 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 handouts | Instructor 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. |
| 3 | Introduction to ICD-10-CM: Structure, Conventions, and Guidelines | 12.5 | theory | Students 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. |
| 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 worksheet | Students 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. |
| 4 | ICD-10-CM Coding for Common Ambulatory Conditions | 12.5 | practice | Students 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. |
| Current ICD-10-CM codebook; ICD-10-CM Official Guidelines; primary-care encounter scenario packet (instructor-prepared, de-identified); Z-code reference table | Timed 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. |
| 5 | Introduction to CPT: Organization, Symbols, and Modifiers | 12.5 | theory | Students 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. |
| Current CPT codebook (AMA edition); AMA CPT symbol legend handout; modifier quick-reference chart; scenario worksheet | Modifier 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. |
| 6 | Evaluation and Management (E/M) Coding | 14.5 | practice | Students 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. |
| Current CPT codebook; AMA E/M guidelines (current year); AMA MDM complexity table; de-identified office-visit note packet; audit worksheet | Documentation-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. |
| 7 | Procedural Coding: Surgery, Laboratory, and Radiology | 12.5 | practice | Students 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. |
| Current CPT codebook; AMA global surgery concept reference; CMS Medicare Physician Fee Schedule lookup (cms.gov, for educational reference on RVUs only); procedural scenario packet | Students 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. |
| 8 | The CMS-1500 Claim Form: Completion and Submission | 12.5 | lab | Students 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. |
| 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). |
| 9 | Insurance Plans, Payer Policies, and Reimbursement Methodologies | 10.5 | theory | Students 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. |
| CMS.gov NCCI edit table (publicly available); Medicare Benefit Policy Manual chapter references (publicly available); payer matrix template; prior-authorization script; insurance glossary handout | Completed 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. |
| 10 | Compliance, Fraud, and Abuse in Medical Coding | 10.5 | theory | Students 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. |
| 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 cards | Case 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. |
| 11 | Electronic Health Records and Practice Management Software for Coding | 12.5 | lab | Students 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. |
| 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 template | Lab 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. |
| 12 | Integrated Coding Practicum: Full Encounter Cycle | 12.5 | practice | Students 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. |
| 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 checklist | Coding 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. |
| Assessment | Type | Weight | Pass standard | Method & rubric |
|---|---|---|---|---|
| Medical Coding and Billing Knowledge Exam | Written exam | 25% | 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 Demonstration | Skills demonstration | 45% | 80% accuracy on coding decisions; all compliance steps completed without prompting | The 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 Log | Log | 15% | All 12 required entries present and 80% of coding decisions documented as correct | Students 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 Check | Safety audit | 15% | 100% on all safety-critical compliance decision items; no unsafe or unethical responses permitted | A 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 |
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.
OutcomesStudents 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.
| # | Lesson | Hr | Type | Objective | Activities | Materials | Check |
|---|---|---|---|---|---|---|---|
| 1 | Health Information Fundamentals and HIPAA Compliance | 12.5 | theory | Students will explain the legal and ethical framework governing patient health information, including HIPAA Privacy and Security Rules and the minimum-necessary standard. |
| HHS HIPAA guidance documents (public domain), AAMA Medical Assisting: Administrative and Clinical Competencies textbook, whiteboard, printed scenario handouts | Written short-answer quiz (10 questions) covering HIPAA Privacy Rule, Security Rule, minimum-necessary standard, and breach notification; pass = 80% or higher. |
| 2 | Navigating the EHR Interface and Patient Registration | 12.5 | demo | Students 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. |
| EHR training environment (e.g., Medisoft, Practice Fusion training version, or school-licensed simulation), new-patient data-entry checklist, labeled screenshot handout, student computers | Instructor 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). |
| 3 | Appointment Scheduling and Patient Flow Management | 11.5 | practice | Students will schedule, reschedule, and cancel patient appointments using the EHR scheduling module while matching appointment type to correct time slot and provider. |
| EHR training environment, printed appointment request list, office scheduling template guide, role-play script cards | Timed 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. |
| 4 | Clinical Documentation: SOAP Notes and the Problem List | 13.5 | lab | Students 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. |
| EHR training environment, clinical scenario handouts, SOAP note documentation rubric, AAMA textbook chapter on clinical documentation | Instructor 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). |
| 5 | Medication Lists, E-Prescribing Workflow, and Reconciliation | 11.5 | practice | Students 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. |
| EHR training environment, printed six-medication patient list, discrepancy scenario handout, state scope-of-practice reference sheet, drug name lookup reference | Medication 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. |
| 6 | Laboratory Orders, Results Management, and Critical Value Reporting | 12.5 | lab | Students will enter electronic laboratory orders in the EHR, receive and file simulated results, identify a critical value, and document provider notification following office protocol. |
| EHR training environment, provider order forms, printed simulated lab results, critical value protocol handout, normal reference range chart | Instructor 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. |
| 7 | Vital Signs and Clinical Data Entry | 10.5 | lab | Students 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. |
| Sphygmomanometer, stethoscope, thermometer, pulse oximeter, scale, measuring tape, EHR training environment, vital sign data drill worksheet | Instructor 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. |
| 8 | Administrative Correspondence and Patient Portal Communication | 10.5 | practice | Students 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. |
| EHR training environment with patient portal module, letter template library, triage scenario message set, professional writing style guide | Instructor 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. |
| 9 | Superbill, Encounter Form, and Billing Interface | 12.5 | practice | Students 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. |
| 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. |
| 10 | EHR Audit Trails, Corrections, and Addenda | 11.5 | theory | Students 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. |
| EHR training environment, sample audit trail printout, addendum procedure reference card, ethics scenario handout | Instructor 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). |
| 11 | Data Quality, Backup, and System Downtime Procedures | 11.5 | theory | Students 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. |
| Printed downtime policy and downtime encounter forms, EHR training environment, security practices checklist, scenario handout | Downtime 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. |
| 12 | Integrated EHR Simulation: Full Patient Encounter Workflow | 14.5 | lab | Students 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. |
| EHR training environment (all modules active), patient scenario packet, integrated encounter checklist, vital sign equipment | Instructor 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). |
| Assessment | Type | Weight | Pass standard | Method & rubric |
|---|---|---|---|---|
| EHR Knowledge Examination | Written exam | 25% | 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 Demonstration | Skills demonstration | 45% | Instructor-scored rubric: 80% overall with zero critical errors on patient identity, allergy, or critical value fields | Each 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 Log | Log | 15% | All 12 lesson lab activities submitted; average score of 80% across scored entries | Students 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 Check | Safety audit | 15% | Pass/Fail: all five critical behaviors must be demonstrated correctly; any single failure = remediation required before course completion | The 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 |
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.
OutcomesStudents 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.
| # | Lesson | Hr | Type | Objective | Activities | Materials | Check |
|---|---|---|---|---|---|---|---|
| 1 | Project Design and Patient-Scenario Development | 36 | theory | Given 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. |
| 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 rubric | Faculty 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. |
| 2 | Integrated Clinical and Administrative Simulation | 60 | lab | Following 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. |
| 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 checklists | Faculty 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. |
| 3 | Portfolio Assembly and Self-Assessment | 36 | practice | Students 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. |
| 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 form | Faculty 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. |
| 4 | Oral Defense and Faculty Panel Review | 30 | field | Students 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. |
| 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 reflection | Panel 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. |
| Assessment | Type | Weight | Pass standard | Method & rubric |
|---|---|---|---|---|
| Integrated Patient-Encounter Project | Project | 60% | Minimum 80% on the combined station checklists with zero unresolved critical safety failures; code pair accurate; all portfolio artifacts present and corrected before defense | This 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 Portfolio | Portfolio | 20% | Minimum 80 out of 100 on the portfolio rubric; all critical errors corrected prior to oral defense date | The 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 Defense | Oral / panel | 20% | 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 violations | The 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 |
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.
OutcomesStudents 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.
| # | Lesson | Hr | Type | Objective | Activities | Materials | Check |
|---|---|---|---|---|---|---|---|
| 1 | Practicum Orientation and Site Integration | 20 | field | Students 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. |
| 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 manual | Site 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. |
| 2 | Administrative and EHR Rotation | 55 | field | Students 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. |
| 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 policy | Supervisor 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. |
| 3 | Clinical Skills Rotation | 130 | field | Students 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. |
| 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. |
| 4 | Professional Integration, Reflection, and Log Completion | 38 | field | Students 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. |
| 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 handbook | Program 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. |
| Assessment | Type | Weight | Pass standard | Method & rubric |
|---|---|---|---|---|
| Supervisor Clinical Evaluation | Clinical evaluation | 70% | 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 Log | Log | 30% | 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 |
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.
OutcomesStudents 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.
| # | Lesson | Hr | Type | Objective | Activities | Materials | Check |
|---|---|---|---|---|---|---|---|
| 1 | CMA (AAMA) Domain Review: General, Administrative, and Clinical Content | 18 | theory | Students 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. |
| 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 review | Timed 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. |
| 2 | RMA (AMT) Domain Review: General, Administrative, and Clinical Content | 16 | theory | Students 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. |
| 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 guide | Timed 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. |
| 3 | CPT Phlebotomy Domain Review: Specimen Collection, Processing, Safety, and Compliance | 16 | lab | Students 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. |
| 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 container | Combined 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. |
| 4 | Full-Length Mock Certification Examinations and Targeted Remediation | 18 | practice | Students 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. |
| 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 proctoring | Each 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. |
| Assessment | Type | Weight | Pass standard | Method & rubric |
|---|---|---|---|---|
| Comprehensive Mock Certification Examination Suite | Mock certification exam | 100% | 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 errors | Students 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 |
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.
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