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Health & Personal Services · course plan
⚠ Pending professional review

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

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Medical Billing & Coding

10 courses · 1,350 clock hours · 6–9 mo full-time. Grading is competency-based: each course requires the written exam, a competent skills demonstration with zero safety faults, a signed log, and a passed safety audit; percentage weights only rank performance above the competency floor.

$14,940 COMPLIMENTARYprogram tuition
10courses
79lessons
1,350hours
35assessments
Development progressPlanCourses, lessons and assessments written for this tradeLessons79 of 79 lesson pages writtenPractice631 practice questionsResources120 reference entries (study list)Review0 lesson pages reviewed by a licensed professional
Study now: 79 lesson pages are open (lesson titles below are links).
HLT-MEDI67-01 Universal core

Universal Core: Safety, Math, Communication & Career in Medical Billing & Coding

148 hr · $1,185 COMPLIMENTARY

This foundational course equips learners with the safety knowledge, mathematical skills, communication strategies, and career readiness behaviors required to succeed in a medical billing and coding environment. Students earn OSHA 10 certification and first aid/CPR certification, practice healthcare-specific math and document literacy, and build the professional habits expected by employers and credential bodies. Lessons are directly mapped to the workplace competencies assessed on the AAPC CPC and AHIMA CCA examinations.

Outcomes
Course text

This foundational course equips learners with the safety knowledge, mathematical skills, communication strategies, and career readiness behaviors required to succeed in a medical billing and coding environment. Students earn OSHA 10 certification and first aid/CPR certification, practice healthcare-specific math and document literacy, and build the professional habits expected by employers and credential bodies. Lessons are directly mapped to the workplace competencies assessed on the AAPC CPC and AHIMA CCA examinations.

How the course runs. 7 blocks: Healthcare Workplace Safety and OSHA 10 Certification; First Aid, CPR, and Medical Emergency Response for the Office; Healthcare Math: Calculations for Billing and Coding; Technical Reading and Document Literacy in Healthcare Administration; Digital Tools and Health Information Privacy for Billing Staff; Professional Communication for Billing and Coding Environments; Career Readiness, Credentialing Roadmap, and Professional Portfolio.

What competent looks like. Demonstrate OSHA 10 general industry safety compliance and perform basic first aid and CPR to current American Heart Association or Red Cross standards in a healthcare office setting. Apply arithmetic, percentage, ratio, and basic algebra operations to calculate patient balances, insurance payments, adjustment amounts, and fee-schedule figures accurately. Read, interpret, and summarize technical health information documents including insurance explanation-of-benefits (EOB) forms, coding guidelines, and payer policy bulletins. Use standard digital tools—including spreadsheet software, practice-management software demonstrations, and secure email—to organize, transmit, and protect health information in compliance with privacy expectations. Communicate professionally in written and verbal formats with patients, payers, and clinical staff, applying medical terminology at a foundational level appropriate to a billing and coding associate. Construct a career plan that includes a resume, cover letter, professional portfolio, and a mapped study schedule aligned to the AAPC CPC and AHIMA CCA credentialing requirements.

Lessons · 7 blocks
#LessonHrTypeObjectiveActivitiesMaterialsCheck
1Healthcare Workplace Safety and OSHA 10 Certification24theoryStudents will identify the OSHA general industry hazard categories relevant to a medical billing and coding office environment and complete all requirements for the OSHA 10-Hour General Industry card.
  1. Complete the OSHA 10-Hour General Industry online or instructor-led course modules, documenting completion in the student portfolio.
  2. Analyze three real-world OSHA violation scenarios involving healthcare administrative offices—such as ergonomic hazards, electrical safety, and emergency egress—and write a one-page corrective action memo for each.
  3. Participate in a classroom tabletop exercise simulating a workplace incident report: students fill out a sample OSHA Form 301 Injury and Illness Incident Report and discuss reporting timelines.
OSHA 10-Hour General Industry course materials (OSHA-authorized provider), OSHA Form 300/301 samples, OSHA poster 3165, computer with internet accessVerified OSHA 10 completion card issued by an OSHA-authorized trainer; written corrective action memos graded with a rubric requiring correct hazard identification, applicable OSHA standard citation (general reference), and a feasible corrective measure—minimum 75% rubric score to pass.
2First Aid, CPR, and Medical Emergency Response for the Office16labStudents will perform adult CPR with an AED and demonstrate at least three first aid interventions to current American Heart Association or American Red Cross standards, earning a recognized certification card.
  1. Practice hands-only CPR and two-rescuer CPR on a manikin, receiving real-time feedback on compression depth and rate until technique meets certification standards.
  2. Rotate through first aid stations covering: controlling bleeding with direct pressure, recognizing signs of shock, and assisting a choking adult, documenting each skill on a peer-check card.
  3. Complete the written or online knowledge component of the chosen certification course and review how to activate emergency medical services (911) from a healthcare office, including giving location and patient status information clearly.
CPR manikins, AED trainer unit, first aid kit (training supplies), American Heart Association BLS or American Red Cross First Aid/CPR/AED course materials, peer-check skill cardsCurrent CPR/First Aid certification card from an AHA- or Red Cross-recognized course; skills examiner sign-off on compression quality and AED operation; written component minimum passing score per the certifying organization's standard.
3Healthcare Math: Calculations for Billing and Coding26practiceStudents will accurately perform arithmetic, percentage, ratio, and basic algebraic calculations used daily in medical billing, including patient balance computations, co-insurance splits, and payment posting.
  1. Work through a 30-problem drill set covering addition and subtraction of dollar amounts, percentage calculation (co-insurance, co-pay, deductible application), and ratio/proportion problems using realistic remittance advice figures, correcting errors with instructor feedback.
  2. Use a spreadsheet to build a patient ledger simulation: post three insurance payments, calculate adjustments, and determine the patient responsibility balance, then compare results against an answer key.
  3. Complete a fee-schedule exercise where students calculate the allowed amount for five fictitious procedures given a conversion factor and relative value unit (RVU) concept explanation, then determine underpayment or overpayment—mapping this skill to the CPC exam's reimbursement concepts domain and the CCA exam's payment systems content area.
Calculator (basic or financial), spreadsheet software (Microsoft Excel or Google Sheets), instructor-created billing math workbook, sample remittance advice and EOB forms, AAPC CPC Exam preparation reference (reimbursement section), AHIMA CCA Study Guide (payment systems section)Scored math drill and ledger exercise; minimum 80% accuracy required on the patient ledger simulation; all spreadsheet formulas must produce correct results verified against the answer key before the student advances.
4Technical Reading and Document Literacy in Healthcare Administration20theoryStudents will locate, interpret, and summarize critical information from healthcare administrative documents including explanation-of-benefits forms, payer policy bulletins, coding guideline sections, and compliance notices.
  1. Read a sample payer EOB with five line items and complete a structured annotation worksheet identifying: billed amount, allowed amount, plan payment, patient responsibility, and remark/reason codes—then write a one-paragraph plain-language summary to share with a hypothetical patient.
  2. Compare two versions of a payer policy bulletin (one older, one updated) and highlight changes that would affect claim submission, practicing the kind of policy monitoring expected of coders—mapped to CPC and CCA compliance and regulatory content areas.
  3. Read excerpts from the ICD-10-CM Official Guidelines for Coding and Reporting (current year) and answer ten comprehension questions about the conventions described, then discuss answers in a small group, identifying any text that was unclear and how to resolve the ambiguity using the guidelines themselves.
Sample EOB forms (de-identified or fictitious), two versions of a fictitious payer policy bulletin, ICD-10-CM Official Guidelines for Coding and Reporting (current year, free CMS publication), annotation worksheetsCompleted annotation worksheet scored against an answer key—minimum 80% accuracy on all five EOB line items; one-paragraph patient summary graded for accuracy, plain language, and professional tone using a rubric (pass = all three criteria met at satisfactory level or above).
5Digital Tools and Health Information Privacy for Billing Staff22demoStudents will use spreadsheet and word-processing software for billing tasks, navigate a simulated practice-management system interface, and identify the behaviors required to safeguard protected health information (PHI) under HIPAA minimum-necessary and security standards.
  1. Follow a step-by-step demonstration of a simulated practice-management system (or a free training environment), entering a fictitious patient demographic record, posting a charge, and printing a claim summary—then replicate the workflow independently while the instructor observes.
  2. Create a formatted professional document (a superbill template for a fictitious family practice) in word-processing software, applying headers, tables, and consistent formatting, demonstrating readiness for documentation tasks in the workplace.
  3. Complete a HIPAA minimum-necessary and Security Rule scenario exercise: read five workplace vignettes describing how a billing staff member handles PHI (email, paper records, computer screen, verbal discussion in a shared space) and classify each as compliant or non-compliant, citing the relevant HIPAA principle—mapped to both the CPC and CCA compliance and regulatory content areas.
Computer with internet access, spreadsheet and word-processing software, simulated practice-management system (vendor demo or open training environment), instructor-created HIPAA scenario worksheet, HHS HIPAA Privacy Rule summary (official publication)Instructor observation checklist for practice-management navigation—student must complete all five workflow steps without prompting (pass/fail); HIPAA scenario exercise minimum 80% correct classification with accurate principle cited.
6Professional Communication for Billing and Coding Environments20practiceStudents will draft and deliver professional written and verbal communications—including a patient balance notification letter, a payer appeal cover letter, and a brief oral explanation of a billing statement—using appropriate medical and business terminology.
  1. Draft a patient-friendly balance-due letter for a fictitious account, incorporating correct dollar amounts, a clear explanation of the patient's deductible and co-insurance, and contact information for questions—then peer-review a classmate's letter using a provided rubric focused on accuracy, tone, and readability.
  2. Write a one-page payer appeal cover letter disputing a fictitious claim denial based on a supplied denial reason code, citing the policy principle that supports the appeal and requesting reconsideration—graded for logical structure, professional tone, and absence of unsupported assertions.
  3. Role-play a two-minute phone call with an instructor or classmate acting as a confused patient asking why their balance is higher than expected; the student must explain the EOB in plain language, remain professional under pressure, and offer a next step—observed and scored on a communication rubric.
Fictitious patient account scenarios, sample denial reason code list, business letter templates, peer-review rubric, communication scoring rubric, telephone or role-play setupBalance-due letter and appeal letter each scored on a rubric (accuracy, tone, format, grammar)—minimum 75% on each rubric to pass; oral role-play scored by instructor minimum 75% on the communication rubric, with no instance of disclosing PHI beyond the simulated patient in the scenario.
7Career Readiness, Credentialing Roadmap, and Professional Portfolio20fieldStudents will produce a complete job-search portfolio—resume, cover letter, LinkedIn-style professional profile, and a written credentialing study plan—and demonstrate understanding of the AAPC CPC and AHIMA CCA eligibility requirements, exam formats, and professional membership benefits.
  1. Research AAPC membership and CPC eligibility requirements and AHIMA CCA eligibility requirements using the official AAPC and AHIMA websites, then complete a comparison chart noting application process, experience requirements, and the broad content domains tested—no invented figures; students use only what is published on the credentialing body websites as of the current program year.
  2. Build a complete resume and targeted cover letter for a fictitious entry-level medical billing and coding position, incorporating the OSHA 10, CPR, and any other certifications earned during this course, then submit for instructor feedback before final revision.
  3. Develop a written 12-week personal study plan for one chosen credential exam, breaking the content domains into weekly study blocks, identifying free and purchased resources, and scheduling two full mock exam practice sessions—this plan feeds directly into Course 10 (Certification Exam Preparation) and is kept in the student portfolio.
AAPC website (aapc.com) and AHIMA website (ahima.org) for official credentialing information, word-processing software, resume template, LinkedIn account (or instructor-created profile worksheet), student portfolio binder or digital folderPortfolio package (resume, cover letter, credentialing comparison chart, study plan) evaluated with a four-criterion rubric (completeness, accuracy of credentialing information, professional presentation, feasibility of study plan)—minimum 75% overall score required; all credentialing facts must be verified against official websites with no invented data (any invented data = automatic revision required before passing).
Assessments
AssessmentTypeWeightPass standardMethod & rubric
OSHA, Safety, and HIPAA Knowledge ExamWritten exam25%Minimum score of 75% (38 of 50 questions correct)A 50-question multiple-choice exam covering OSHA general industry hazard categories, workplace incident reporting procedures, first aid and CPR decision-making, and HIPAA Privacy and Security Rule principles as applied to billing and coding office scenarios. Questions are modeled on the regulatory and compliance content domains tested in both the AAPC CPC and AHIMA CCA credential examinations.
Accuracy · Safety · Communication · Professionalism
Healthcare Math and Document Literacy ExamWritten exam25%Minimum score of 80% (40 of 50 questions or calculation problems correct)A 50-item assessment combining short-answer calculation problems (patient balances, co-insurance splits, payment posting) and document-reading comprehension questions drawn from sample EOB forms, payer bulletins, and ICD-10-CM guideline excerpts. This exam maps directly to the reimbursement methodologies and payment systems content areas assessed on both the CPC and CCA credentials.
Accuracy · Safety · Communication · Professionalism
Professional Portfolio ProjectProject25%Minimum rubric score of 75% across all four criteria; any credential fact error requires revision before the grade is recordedStudents submit the complete portfolio assembled across Lessons 5 and 7: a resume, cover letter, HIPAA-compliant digital workflow documentation from the practice-management exercise, the credentialing comparison chart, and the 12-week personal study plan. The portfolio is evaluated for accuracy of credentialing information (verified against official AAPC and AHIMA sources), professional presentation, completeness, and the feasibility and specificity of the study plan.
Accuracy · Safety · Communication · Professionalism
Career Readiness Oral DefenseOral / panel25%Minimum score of 75% on the oral rubric across four criteria; student must correctly answer at least two of three credential-eligibility questions with no invented factsIn a 10-minute panel session with the instructor and at least one industry guest (employer representative or credentialed coder), the student presents their portfolio highlights, explains their credentialing roadmap, responds to three examiner questions about CPC and CCA eligibility and exam content domains, and demonstrates professional communication under mild pressure. The rubric assesses accuracy, professional communication, composure, and reflection on learning.
Accuracy · Safety · Communication · Professionalism
HLT-MEDI67-02 Trade course

ICD-10-CM Diagnostic Coding

122 hr · $1,755 COMPLIMENTARY

Students learn to assign accurate ICD-10-CM diagnosis codes using the Official Guidelines for Coding and Reporting, the Alphabetic Index, and the Tabular List across all body systems and care settings. Emphasis is placed on coding conventions, specificity, sequencing rules, and the direct connection between documentation and reimbursement. Mastery of this content supports both the AAPC CPC and AHIMA CCA credentialing exams.

Outcomes
Course text

Students learn to assign accurate ICD-10-CM diagnosis codes using the Official Guidelines for Coding and Reporting, the Alphabetic Index, and the Tabular List across all body systems and care settings. Emphasis is placed on coding conventions, specificity, sequencing rules, and the direct connection between documentation and reimbursement. Mastery of this content supports both the AAPC CPC and AHIMA CCA credentialing exams.

How the course runs. 10 blocks: ICD-10-CM Structure, Conventions, and the Official Guidelines; Alphabetic Index and Tabular List Navigation; Outpatient Coding Guidelines and First-Listed Diagnosis; Inpatient Coding Guidelines and Principal Diagnosis; Coding Neoplasms, Injuries, and External Causes; Coding Chronic and Complex Conditions: Diabetes, Heart Disease, and Hypertension; Coding Signs, Symptoms, Z Codes, and Encounters for Circumstances Other Than Illness; Body-System Chapters: Musculoskeletal, Respiratory, Genitourinary, and Mental Health; Coding from Complete Clinical Documentation: Multi-System Cases; ICD-10-CM Exam Readiness: Timed Simulation and Error Analysis.

What competent looks like. Assign valid ICD-10-CM codes to a minimum of 85% accuracy using the Alphabetic Index and Tabular List following Official Guidelines conventions. Apply ICD-10-CM Official Guidelines for Coding and Reporting to select the principal or first-listed diagnosis and required additional codes for inpatient and outpatient encounters. Interpret physician documentation to identify reportable conditions, signs, symptoms, complications, and co-morbidities across all major body-system chapters. Correctly sequence multiple diagnosis codes including manifestation/etiology pairs, combination codes, and codes requiring a 7th character extension. Recognize coding errors, unbundling of diagnosis codes, and documentation deficiencies that create compliance risk or affect claim accuracy. Demonstrate preparedness for the ICD-10-CM diagnosis coding domains tested on the AAPC CPC and AHIMA CCA credentialing exams.

Lessons · 10 blocks
#LessonHrTypeObjectiveActivitiesMaterialsCheck
1ICD-10-CM Structure, Conventions, and the Official Guidelines10theoryStudents will identify the structure of the ICD-10-CM code set, interpret all tabular and alphabetic conventions (includes, excludes notes, code first, use additional code, NEC/NOS), and locate the governing sections of the Official Guidelines for Coding and Reporting.
  1. Guided walkthrough of a current ICD-10-CM code book: students tab the Alphabetic Index, Tabular List, and Official Guidelines sections, then answer a 20-question scavenger hunt locating specific conventions and instructional notes.
  2. Paired annotation exercise: each pair receives a printed page from three different Tabular chapters and must highlight and label every convention type (Excludes 1, Excludes 2, inclusion terms, code also, default codes) using a color-coded key.
  3. Short-answer reflection: students write one paragraph explaining why the Official Guidelines carry the same authority as the code set itself and how that affects coder decision-making.
Current ICD-10-CM code book (professional edition), CMS ICD-10-CM Official Guidelines for Coding and Reporting (current fiscal year, free PDF), highlighters, tab dividers, whiteboard10-question identification quiz on conventions and guidelines sections; pass mark 80%.
2Alphabetic Index and Tabular List Navigation10demoStudents will use the step-by-step lookup process—Alphabetic Index first, then Tabular verification—to locate and confirm codes accurately for straightforward, single-condition diagnoses.
  1. Instructor live-codes 10 conditions on the projector narrating every step; students code simultaneously in their own books and compare results, noting any divergence.
  2. Timed drill: 20 single-condition operative reports stripped to the diagnosis line; students have 30 minutes to assign codes using proper lookup sequence, then self-score against an answer key.
  3. Error analysis: students receive a pre-coded sheet containing 10 codes looked up index-only (Tabular not verified); they identify which codes changed upon Tabular verification and explain why.
Current ICD-10-CM code book, printed operative-report excerpts, stopwatch, answer keys, instructor coding screen projected20-item lookup practical; student must achieve 85% accuracy (17/20 correct) with correct lookup sequence documented in margin notes.
3Outpatient Coding Guidelines and First-Listed Diagnosis12theoryStudents will apply the outpatient-specific sections of the ICD-10-CM Official Guidelines to select the correct first-listed diagnosis, distinguish reportable signs and symptoms from confirmed diagnoses, and code encounters for circumstances other than illness or injury.
  1. Lecture and guided reading of the outpatient sections of the Official Guidelines; students annotate their own copy and create a one-page summary decision tree distinguishing confirmed diagnosis from sign/symptom reporting.
  2. Case-sort activity: groups of three receive 15 outpatient encounter vignettes on index cards and sort them into bins labeled 'confirmed diagnosis,' 'sign/symptom only,' and 'Z-code circumstance'; groups defend their sorts to the class.
  3. Coding practice set of 20 outpatient office-visit notes; students assign first-listed diagnosis and any additional required codes, then participate in whole-class debrief comparing rationale.
Current ICD-10-CM code book, printed outpatient encounter notes, Official Guidelines outpatient section handout, index cards, whiteboard20-case coding assignment graded for first-listed code selection and required additional codes; pass mark 80% overall with no more than two sequencing errors.
4Inpatient Coding Guidelines and Principal Diagnosis10theoryStudents will apply inpatient-specific Official Guidelines, including the Uniform Hospital Discharge Data Set definition of principal diagnosis, present-on-admission indicators, and the guideline for conditions determined after study.
  1. Comparative lecture contrasting outpatient first-listed diagnosis rules with inpatient principal diagnosis selection; students complete a two-column comparison chart.
  2. Mock discharge summary analysis: students read three multi-page inpatient discharge summaries, identify all documented conditions, apply the 'after study' rule, and sequence principal and secondary diagnoses with written rationale.
  3. Small-group debate exercise: two groups argue opposite code selections for an ambiguous case (e.g., chest pain versus acute MI where MI is confirmed during stay); instructor adjudicates using Official Guidelines language.
Current ICD-10-CM code book, printed discharge summaries, Official Guidelines inpatient section handout, comparison-chart templateThree-case written assignment; each case graded on principal diagnosis selection, sequencing, and written guideline citation; pass mark 80%.
5Coding Neoplasms, Injuries, and External Causes14labStudents will assign ICD-10-CM codes for neoplasms using the Neoplasm Table, code injuries with the appropriate 7th character for episode of care, and add external cause codes (place of occurrence, activity, status) as required by guidelines.
  1. Neoplasm Table lab: students receive 15 pathology-report excerpts identifying site, behavior (malignant primary, secondary, in situ, benign, uncertain, unspecified) and must locate the correct row and column in the Neoplasm Table, verify in Tabular, then document the full code with behavior rationale.
  2. 7th-character injury coding drill: students code 20 fracture and injury scenarios, selecting A (initial), D (subsequent), or S (sequela) and justifying their selection based on the clinical scenario description.
  3. External-cause mapping exercise: 10 injury case vignettes; students build a complete code set including injury code, external cause of injury, place of occurrence, activity code, and patient status code, then check against a model answer.
Current ICD-10-CM code book (Neoplasm Table, Injury/External Cause chapters), pathology-report excerpts, injury vignettes, 7th-character reference card, answer keysCombined 20-item lab practical (10 neoplasm, 10 injury/external cause); pass mark 80% with correct 7th-character use required on all injury codes to pass.
6Coding Chronic and Complex Conditions: Diabetes, Heart Disease, and Hypertension14labStudents will assign ICD-10-CM codes for diabetes mellitus with complications, hypertension, ischemic heart disease, and heart failure using combination codes and causal relationship guidelines.
  1. Diabetes combination-code workshop: instructor demonstrates the ICD-10-CM diabetes code structure (type, complication sub-category, laterality or manifestation), then students code 15 clinical scenarios ranging from uncomplicated type 2 diabetes to type 1 diabetes with diabetic chronic kidney disease requiring an additional CKD code.
  2. Hypertension and heart condition mapping: students complete a structured coding worksheet linking hypertensive heart disease, hypertensive chronic kidney disease, and hypertensive heart and chronic kidney disease codes, applying assumed causal relationship rules from the Official Guidelines.
  3. Complex patient scenario: students receive a two-page progress note for a patient with type 2 diabetes, stage 3 CKD, hypertensive heart disease, and heart failure; they build the complete diagnosis code set in correct sequence and write a one-paragraph justification citing specific guideline references.
Current ICD-10-CM code book, diabetes coding worksheet, hypertension/heart coding worksheet, complex patient progress note, Official Guidelines chapter-specific sections15-case coding quiz on diabetes, hypertension, and heart conditions; pass mark 80%; sequencing errors on combination codes count as full errors.
7Coding Signs, Symptoms, Z Codes, and Encounters for Circumstances Other Than Illness12practiceStudents will determine when signs and symptoms are reportable, assign Z codes for screenings, preventive care, family history, status, and follow-up encounters, and distinguish circumstances that require a Z code as first-listed versus additional code.
  1. Sign-and-symptom decision drill: 20 short encounter descriptions; students decide whether to code the confirmed diagnosis, the sign/symptom, or both, citing the relevant Official Guideline section for each decision.
  2. Z-code categorization lab: students build a reference table sorting 30 common Z codes into functional categories (screening, history, status, contact/exposure, follow-up, observation, prophylactic measure) and note whether each can be first-listed.
  3. Preventive and screening office-visit coding: students code 10 well-child, annual wellness, and cancer-screening encounter notes, selecting appropriate Z codes as first-listed and adding any additional codes for findings or risk factors documented.
Current ICD-10-CM code book, encounter vignettes, Z-code categorization worksheet, wellness-visit notes, Official Guidelines Sections I.B and I.C.2120-item written quiz mixing sign/symptom decisions and Z-code assignment; pass mark 80%.
8Body-System Chapters: Musculoskeletal, Respiratory, Genitourinary, and Mental Health14labStudents will apply chapter-specific Official Guidelines and instructional notes to code conditions across the musculoskeletal, respiratory, genitourinary, and mental health/behavioral disorder chapters, including laterality, severity specifiers, and substance use/dependence hierarchy rules.
  1. Rotating chapter stations: four stations set up around the room, one per chapter; student teams spend 20 minutes at each station coding five pre-selected cases, with an answer key revealed at the end of each rotation for immediate correction and discussion.
  2. Laterality and specificity challenge: 10 musculoskeletal cases where students must select the most specific code available (laterality, joint, acute vs. chronic, traumatic vs. pathological) and document why a less-specific code would be incorrect.
  3. Substance use hierarchy application: students receive 8 clinical notes documenting alcohol, opioid, or other substance disorders and apply the Official Guidelines hierarchy (use, abuse, dependence) plus associated codes for intoxication or withdrawal, producing a final code set with written rationale.
Current ICD-10-CM code book, station case packets, laterality worksheet, substance-use hierarchy chart, answer keysChapter-station cumulative score (20 cases total across four chapters); pass mark 80% with at least one passing score (80%) from each chapter station.
9Coding from Complete Clinical Documentation: Multi-System Cases16practiceStudents will extract all reportable diagnoses from complete, multi-page clinical documentation—including office notes, operative reports, and discharge summaries—assign and sequence ICD-10-CM codes correctly, and identify documentation gaps that require physician query.
  1. Full-document coding marathon: students independently code five complete patient records (mix of outpatient and inpatient) supplied in realistic EHR-printout format; each record contains two to five codeable conditions; students submit a code sheet with each code supported by a brief guideline or documentation citation.
  2. Query identification exercise: students review three records containing ambiguous or incomplete documentation (e.g., 'anemia,' 'possible pneumonia,' 'patient controlled poorly') and draft a compliant, open-ended physician query for each deficiency without leading the physician to a specific answer.
  3. Peer review and reconciliation: student pairs exchange their full-document coding sheets, review each other's code selections using the code book, flag disagreements, and resolve discrepancies by citing the Official Guidelines; unresolved disputes are brought to the instructor for adjudication.
Current ICD-10-CM code book, printed multi-page clinical records, code-sheet templates, query-drafting guide, Official GuidelinesFive-record coding submission; pass mark 85% accuracy on individual codes with no unresolved sequencing errors on principal/first-listed diagnosis; query drafts reviewed for leading language (any leading query = automatic revision required).
10ICD-10-CM Exam Readiness: Timed Simulation and Error Analysis10practiceStudents will complete a full-length timed ICD-10-CM coding simulation, identify patterns in their errors by chapter and guideline area, and produce a personal remediation plan targeting weak domains relevant to the AAPC CPC and AHIMA CCA exam blueprints.
  1. Timed simulation exam: 40-question ICD-10-CM multiple-choice and code-assignment examination administered under exam-like conditions (open code book, timed, no instructor assistance) covering all chapters and Official Guideline sections addressed in the course.
  2. Error analysis worksheet: after results are returned, students categorize each missed item by chapter, convention type, or guideline section, calculate their accuracy rate per category, and rank their three weakest areas.
  3. Remediation plan and targeted re-practice: students write a one-page remediation plan identifying specific Official Guideline sections and Tabular chapters to review, then complete a 15-question targeted re-practice set focused on their two weakest areas and score it for measurable improvement.
Current ICD-10-CM code book, 40-question simulation exam, answer key with rationales, error-analysis worksheet, AAPC CPC and AHIMA CCA exam content outlines (publicly available), remediation-plan templateSimulation exam score of 70% minimum to pass this lesson; error analysis worksheet and remediation plan submitted and reviewed by instructor for completeness; re-practice set score recorded and compared to simulation score.
Assessments
AssessmentTypeWeightPass standardMethod & rubric
ICD-10-CM Comprehensive Knowledge ExaminationWritten exam25%75% correct (38 of 50 items)A 50-item open-code-book written examination covering ICD-10-CM conventions, Official Guidelines for both outpatient and inpatient settings, chapter-specific rules, sequencing, and code structure; questions are aligned to the diagnosis coding domains of the AAPC CPC and AHIMA CCA exam blueprints. Students may use only the current ICD-10-CM code book (professional edition) and no other references.
Standard met · Safety · Time · Quality/finish · Documentation
Clinical Documentation Coding Skills DemonstrationSkills demonstration45%85% code-level accuracy across all records with no unresolved principal/first-listed sequencing errorsStudents independently code three complete, unseen clinical records (one outpatient office note, one outpatient operative report, and one inpatient discharge summary) within a 90-minute period; they submit an annotated code sheet for each record citing the Official Guideline or Tabular instructional note that supports every code and sequencing decision. Instructor scores each code as correct, partially correct (wrong specificity), or incorrect.
Standard met · Safety · Time · Quality/finish · Documentation
ICD-10-CM Coding Lab LogLog15%Minimum 90% of required case entries submitted; average accuracy across all logged cases at or above 80%Throughout the course students maintain a running lab log documenting every practice case coded in lessons 2 through 9, recording the clinical scenario, their assigned codes, the correct codes from the answer key, and a written reflection on any error made and the guideline consulted to correct it. The log demonstrates progressive skill development and is reviewed by the instructor at mid-course and at course end.
Standard met · Safety · Time · Quality/finish · Documentation
Documentation Integrity and Compliance Safety CheckSafety audit15%100% on critical compliance items; overall 80% on full checklistStudents complete a structured checklist-based review of five pre-coded records containing planted compliance errors (upcoded specificity, missing required additional codes, Excludes 1 violations, and incorrect sequencing) and must identify and correct all critical errors that would cause a claim denial or constitute a false claim. Any planted critical error that is missed results in automatic remediation before the student may advance to the next course.
Standard met · Safety · Time · Quality/finish · Documentation
HLT-MEDI67-03 Trade course

CPT and HCPCS Level II Procedure Coding

122 hr · $1,755 COMPLIMENTARY

Students learn to assign Current Procedural Terminology (CPT) and Healthcare Common Procedure Coding System (HCPCS) Level II codes to outpatient and physician-office services using the AMA CPT manual, HCPCS Level II reference, and coding guidelines. Emphasis is placed on code selection accuracy, modifier application, bundling rules, and compliance with payer policies. Successful completion prepares students for the CPT/HCPCS coding competencies tested on the AAPC CPC and AHIMA CCA credential examinations.

Outcomes
Course text

Students learn to assign Current Procedural Terminology (CPT) and Healthcare Common Procedure Coding System (HCPCS) Level II codes to outpatient and physician-office services using the AMA CPT manual, HCPCS Level II reference, and coding guidelines. Emphasis is placed on code selection accuracy, modifier application, bundling rules, and compliance with payer policies. Successful completion prepares students for the CPT/HCPCS coding competencies tested on the AAPC CPC and AHIMA CCA credential examinations.

How the course runs. 10 blocks: CPT Manual Structure and Coding Conventions; Evaluation and Management (E/M) Coding; Surgery Section Coding — General Principles and the Surgical Package; Surgery Section Coding by Body System; CPT Modifiers — Purpose, Selection, and Application; Radiology, Pathology/Laboratory, and Medicine Section Coding; HCPCS Level II Coding — Structure, Categories, and Code Assignment; NCCI Edits, Bundling Rules, and Coding Compliance; Integrated Coding Practice — Physician Office and Outpatient Records; CPC and CCA Exam Preparation — CPT/HCPCS Domains.

What competent looks like. Locate and assign accurate CPT Category I, II, and III codes using the CPT Index, tabular sections, and applicable guidelines for a range of outpatient and physician-office services. Apply CPT modifiers correctly to indicate altered procedures, multiple procedures, bilateral services, and other reportable circumstances. Assign HCPCS Level II alphanumeric codes for supplies, durable medical equipment, drugs, and services not captured by CPT, including appropriate HCPCS modifiers. Apply National Correct Coding Initiative (NCCI) bundling edits and CPT coding conventions to avoid unbundling, upcoding, and other compliance violations. Code operative reports, evaluation and management (E/M) services, and ancillary services from realistic medical documentation with a minimum accuracy rate of 80 percent. Recognize how CPT and HCPCS code selection links to claim reimbursement, payer edits, and compliance risk under federal coding guidelines.

Lessons · 10 blocks
#LessonHrTypeObjectiveActivitiesMaterialsCheck
1CPT Manual Structure and Coding Conventions10theoryStudents will identify the organization of the CPT manual, interpret CPT symbols and conventions, and locate codes using the Index and tabular sections.
  1. Guided walkthrough of the CPT manual sections (Evaluation & Management through Category III), annotating each section tab with color-coded sticky flags to build a personal navigation guide.
  2. Symbol scavenger hunt: instructor provides a list of CPT symbols (bullet, triangle, plus sign, null symbol, lightning bolt, etc.) and students locate one real code example of each, documenting the meaning in a reference log.
  3. Timed index-to-tabular lookup drill: students receive 20 procedure descriptions and race to locate the correct tabular code range, recording main term, subterm, and code candidate before verifying in the tabular section.
Current-year AMA CPT Professional Edition, CPT symbol reference card (AMA), highlighters, tab flags, student coding log workbookIndex-to-tabular lookup drill scored at 80% or higher accuracy on 20 items; instructor verifies correct use of see/see also cross-references and parenthetical notes.
2Evaluation and Management (E/M) Coding16theoryStudents will select the correct E/M code for office, outpatient, inpatient, and other visit types by applying the current CPT E/M guidelines including medical decision making and/or total time criteria.
  1. Side-by-side comparison worksheet: students review the CPT E/M guidelines in the CPT manual introduction pages and map each level of medical decision making (straightforward, low, moderate, high) to the problems addressed, data reviewed, and risk elements, then complete a structured table summarizing each element.
  2. Case-study coding: students receive six de-identified office visit notes ranging from a straightforward problem to a high-complexity new patient visit and assign E/M codes, documenting the MDM or time rationale in writing.
  3. Peer audit activity: partners exchange coded E/M cases, independently re-code each note, then reconcile differences using the CPT guidelines, identifying where discrepancies occurred.
AMA CPT Professional Edition (E/M section and guidelines), de-identified sample office visit notes (instructor-prepared), E/M MDM worksheet, CPT E/M quick-reference gridSix-case E/M coding exercise scored at 80% correct code selection with written rationale; instructor reviews MDM documentation to confirm students can articulate their code choice.
3Surgery Section Coding — General Principles and the Surgical Package12theoryStudents will apply the CPT surgical package concept, identify services included and excluded from a global surgical period, and select accurate procedure codes from the Surgery section guidelines.
  1. Surgical package deconstruction: students read the CPT Surgery section guidelines and create a two-column chart listing services always included in the surgical package versus services that may be coded and billed separately, referencing the AMA guidelines text.
  2. Global period scenario analysis: using a set of five written case vignettes describing post-operative visits, complications, and unrelated services during a global period, students determine which encounters are separately reportable and explain the rule supporting each decision.
  3. Code range exploration: students are assigned one subsection of the Surgery section each and prepare a one-paragraph summary of that subsection's special instructions or notes, sharing findings in a structured class discussion.
AMA CPT Professional Edition (Surgery section guidelines and subsections), surgical package reference handout, case vignette set (instructor-prepared), student coding log workbookScenario analysis worksheet scored at 80% or higher; students must correctly identify billable vs. included services and cite the applicable CPT guideline for each determination.
4Surgery Section Coding by Body System14labStudents will assign accurate CPT Surgery codes from operative reports and procedure notes across multiple body systems, applying subsection guidelines and parenthetical instructions.
  1. Operative report coding lab: students code a set of eight operative reports representing diverse body systems (integumentary, musculoskeletal, digestive, urinary, cardiovascular), selecting the primary procedure code and any additional separately reportable procedures, entering results in the coding log.
  2. Parenthetical instruction mapping exercise: students choose five parenthetical notes from different Surgery subsections, interpret what each instructs the coder to do or not do, and write a plain-language explanation for each.
  3. Error correction drill: instructor provides a set of pre-coded operative reports containing deliberate errors (wrong code, missed procedure, incorrect approach code); students identify and correct each error, documenting the specific guideline violated.
AMA CPT Professional Edition, de-identified operative reports (instructor-prepared from publicly available coding education resources), student coding log workbook, encoder software (web-based demonstration access if available)Operative report coding lab graded at 80% code-level accuracy across eight reports; all corrections in the error drill must cite a specific CPT guideline or parenthetical note.
5CPT Modifiers — Purpose, Selection, and Application12demoStudents will select and apply CPT modifiers accurately to reflect altered services, multiple procedures, bilateral procedures, and other reportable circumstances on simulated claims.
  1. Modifier reference build: students create a personal modifier quick-reference card by looking up each Appendix A CPT modifier, writing a one-sentence plain-language definition and one clinical example, then organizing the card by category (professional component, facility, surgical, anesthesia, etc.).
  2. Instructor-led demonstration: instructor works through five real-world modifier scenarios live (e.g., distinct procedural service, bilateral procedure, repeat procedure by same physician, multiple modifiers) using a projected CPT manual and a sample CMS-1500 form, narrating the decision logic aloud.
  3. Modifier application practice: students receive 15 short clinical scenarios and must select the correct modifier(s), attach them to the appropriate CPT code in the correct sequence, and provide a one-sentence rationale; pairs then peer-review each other's answers.
AMA CPT Professional Edition (Appendix A), CMS-1500 form samples, modifier quick-reference card template, clinical scenario worksheet (instructor-prepared)Modifier application practice scored at 80% correct modifier selection and sequencing on 15 scenarios; rationale statements reviewed by instructor for accuracy of reasoning.
6Radiology, Pathology/Laboratory, and Medicine Section Coding12theoryStudents will assign CPT codes from the Radiology, Pathology/Laboratory, and Medicine sections, applying section-specific guidelines including professional and technical component rules for radiology.
  1. Section guidelines annotation: students read the introductory guidelines for Radiology, Pathology/Laboratory, and Medicine sections in the CPT manual, highlighting key rules (supervision and interpretation, complete vs. limited studies, qualitative vs. quantitative assays) and writing margin notes summarizing each rule in their own words.
  2. Radiology component coding exercise: students are given eight radiology report scenarios (X-ray, ultrasound, CT, MRI) and must determine whether to code the complete procedure, the professional component only (modifier -26), or the technical component only (modifier -TC), documenting their reasoning.
  3. Multi-section coding worksheet: students code 12 cases drawn from pathology reports, vaccine administration notes, and specialty medicine encounters (ophthalmology, psychiatry, physical therapy), entering codes into the coding log and flagging any add-on codes or instructional notes encountered.
AMA CPT Professional Edition (Radiology, Pathology/Laboratory, Medicine sections), radiology report samples, multi-section worksheet (instructor-prepared), student coding log workbookMulti-section coding worksheet scored at 80% or higher; radiology component exercise must demonstrate correct modifier logic with written rationale for each case.
7HCPCS Level II Coding — Structure, Categories, and Code Assignment12theoryStudents will navigate the HCPCS Level II manual to assign alphanumeric codes for supplies, durable medical equipment, drugs, and services not captured by CPT, and apply HCPCS modifiers.
  1. HCPCS manual orientation: students identify the letter-section organization of HCPCS Level II (A through V codes), locate the index and table of drugs, and record the purpose and typical contents of five different letter sections in a structured reference chart.
  2. DME and supply coding exercise: students receive ten clinical supply and equipment scenarios (wheelchair, hospital bed, ostomy supplies, blood glucose monitor) and assign the correct HCPCS Level II code, noting any quantity or frequency qualifiers in the code descriptor.
  3. Drug table coding drill: using the HCPCS Table of Drugs, students locate and assign J-codes for ten medication administration scenarios, calculating the number of billable units based on the documented dose versus the code's unit descriptor, and flag any entries requiring a modifier.
Current-year HCPCS Level II manual (AMA or optum360 edition), HCPCS Table of Drugs, DME scenario worksheet, drug administration scenario worksheet (instructor-prepared)Drug table drill scored at 80% or higher, including correct unit calculation; DME exercise reviewed for accurate code selection and correct application of any required HCPCS modifiers.
8NCCI Edits, Bundling Rules, and Coding Compliance10theoryStudents will apply National Correct Coding Initiative (NCCI) bundling edits and CPT coding conventions to identify and prevent unbundling, upcoding, and other compliance violations in procedure coding.
  1. NCCI edit lookup exercise: students access the publicly available CMS NCCI edit tables online, look up five pairs of procedure codes to determine whether a column-one/column-two edit exists, and document whether a modifier indicator allows an override and under what clinical circumstances.
  2. Compliance scenario analysis: students review six brief coding scenarios that contain common compliance problems (unbundling, upcoding, coding for a service not documented, use of a code not supported by medical necessity) and write a short explanation of the violation and the correct coding action for each.
  3. Policy reading exercise: students read selected plain-language excerpts from the OIG Compliance Program Guidance for Third-Party Medical Billing Companies and identify three specific coding-related risk areas mentioned, connecting each to a CPT or HCPCS coding rule they have learned.
CMS NCCI edit tables (CMS.gov, publicly available), OIG Compliance Program Guidance excerpts (HHS.gov), compliance scenario worksheet (instructor-prepared), AMA CPT Professional EditionCompliance scenario analysis scored at 80% or higher; NCCI edit lookup must demonstrate ability to read edit tables correctly and articulate when a modifier override is and is not appropriate.
9Integrated Coding Practice — Physician Office and Outpatient Records10practiceStudents will code complete physician-office and outpatient encounters from start to finish, assigning ICD-10-CM diagnosis codes alongside CPT and HCPCS procedure codes to produce a coded encounter record ready for claim generation.
  1. Full-encounter coding lab: students receive a set of ten de-identified outpatient records (office visits, minor procedures, diagnostic tests) and complete a coding worksheet for each that includes principal diagnosis, additional diagnoses, all procedure codes, modifiers, and units — replicating the workflow of a professional coder.
  2. Encoder simulation: using encoder software or an online code lookup tool available for educational use, students verify their manually assigned codes, reviewing any pop-up edits or alerts and deciding whether to accept or override each with a documented rationale.
  3. Self-audit and correction: students exchange completed coding worksheets with a peer, perform a focused coding audit using a simple audit checklist (documentation support, correct code, correct modifier, bundling check), and document findings in writing before discussing disagreements as a class.
De-identified outpatient encounter records (instructor-prepared set), encoder software or web-based coding tool (demonstration access), coding audit checklist, ICD-10-CM and CPT manuals, student coding log workbookTen-encounter coding lab scored at 80% or higher at the code-line level; self-audit findings reviewed by instructor to confirm students can identify their own errors and cite the applicable rule.
10CPC and CCA Exam Preparation — CPT/HCPCS Domains14practiceStudents will demonstrate exam-level coding proficiency across all CPT and HCPCS content domains assessed on the AAPC CPC and AHIMA CCA examinations by completing timed practice questions and analyzing performance gaps.
  1. Domain-mapped review session: instructor leads a structured review of each CPT section (E/M, Surgery by body system, Radiology, Pathology/Lab, Medicine) and HCPCS Level II, presenting two representative exam-style questions per domain and working through the decision logic aloud with students following in their manuals.
  2. Timed mini mock exam: students complete a timed set of 40 multiple-choice exam-style questions covering CPT and HCPCS coding (format mirrors credential exam style), working individually with only CPT and HCPCS manuals as references, then self-score against the instructor answer key.
  3. Performance gap analysis and remediation: students enter their mini mock exam scores into a domain-by-domain tracking grid, identify their two lowest-scoring areas, and complete a targeted remediation activity (re-reading applicable CPT guidelines, re-coding two practice cases in that area) before submitting a written reflection describing their gap and the rule they have reinforced.
AMA CPT Professional Edition, current HCPCS Level II manual, instructor-prepared exam-style question bank (40 questions mapped to CPC and CCA blueprints), domain tracking grid, performance reflection templateTimed mini mock exam scored at 70% or higher (reflecting pre-credentialing benchmark); domain tracking grid and written reflection reviewed by instructor to confirm students have a specific remediation plan before the course summative assessments.
Assessments
AssessmentTypeWeightPass standardMethod & rubric
CPT and HCPCS Knowledge ExaminationWritten exam25%80% correct (40 of 50 questions)A 50-question multiple-choice closed-book written exam covering CPT manual conventions, surgical package rules, E/M guidelines, modifier definitions, HCPCS Level II code structure, NCCI bundling concepts, and compliance principles. Questions are mapped to the CPT/procedure coding content domains of the AAPC CPC and AHIMA CCA credential blueprints, and students use only their CPT and HCPCS manuals as references, mirroring credentialing exam conditions.
Standard met · Safety · Time · Quality/finish · Documentation
Operative Report and Multi-Section Coding Skills DemonstrationSkills demonstration45%80% code-level accuracy across all records (codes, modifiers, and units each scored individually)Students code a set of eight unseen de-identified medical records that span operative reports, outpatient ancillary services, and supply/drug scenarios, completing a coded encounter form for each record that includes all CPT and HCPCS codes, modifiers, and unit quantities. The instructor evaluates each code line against an answer key, and students must achieve 80% or higher accuracy and verbally explain their code selection rationale for at least two records during an instructor review session.
Standard met · Safety · Time · Quality/finish · Documentation
Coding Log and Workbook PortfolioLog15%All ten lessons represented with complete entries; average accuracy across logged exercises at 80% or higherStudents submit their cumulative coding log workbook documenting coded exercises, modifier reference card, HCPCS reference chart, NCCI edit lookup records, self-audit findings, and performance gap analysis grid from every lesson in the course. The instructor reviews the log for completeness, accuracy of documented code selections, and quality of written rationale, confirming that the student has engaged with the full scope of CPT and HCPCS coding practice across all section types.
Standard met · Safety · Time · Quality/finish · Documentation
Compliance and Scope-of-Practice Safety CheckSafety audit15%100% correct on all six compliance decision items; no unanswered items permittedStudents complete a six-scenario written safety check in which each scenario presents a situation that could result in a coding compliance violation, patient safety risk through incorrect code use, or scope-of-practice breach (for example, a coder directed to assign a code not supported by documentation, or asked to alter a code to increase reimbursement). Students must identify the problem, state the correct action, and name the applicable rule or guideline for each scenario; a score of 100% is required because compliance failures carry direct legal and patient-safety consequences.
Standard met · Safety · Time · Quality/finish · Documentation
HLT-MEDI67-04 Trade course

Anatomy & Medical Terminology for Billing and Coding

122 hr · $1,755 COMPLIMENTARY

Students build the anatomical and medical-terminology foundation required to assign accurate diagnostic and procedural codes across all body systems. Lessons progress from word-part analysis through organ system structure and function to clinical documentation interpretation, directly supporting accurate ICD-10-CM and CPT code selection. Competencies align with AAPC CPC exam content domains covering anatomy and medical terminology and with AHIMA CCA exam content areas covering biomedical sciences.

Outcomes
Course text

Students build the anatomical and medical-terminology foundation required to assign accurate diagnostic and procedural codes across all body systems. Lessons progress from word-part analysis through organ system structure and function to clinical documentation interpretation, directly supporting accurate ICD-10-CM and CPT code selection. Competencies align with AAPC CPC exam content domains covering anatomy and medical terminology and with AHIMA CCA exam content areas covering biomedical sciences.

How the course runs. 10 blocks: Word-Part Analysis: Prefixes, Roots, Combining Forms, and Suffixes; Anatomical Organization: Directional Terms, Planes, Cavities, and Regions; Integumentary System: Skin Layers, Appendages, and Skin-Condition Terminology; Musculoskeletal System: Bones, Joints, and Movement Terminology; Cardiovascular and Lymphatic Systems: Heart, Vessels, and Hematologic Terminology; Respiratory and Digestive Systems: Structures, Pathology, and Clinical Terms; Nervous System and Sensory Organs: Brain, Spinal Cord, Eye, and Ear Terminology; Genitourinary and Endocrine Systems: Structures, Hormones, and Pathology Terms; Clinical Documentation Interpretation: Reading Operative Notes, Discharge Summaries, and SOAP Notes; Terminology Integration: Full-System Review and Coding-Relevance Application.

What competent looks like. Deconstruct and define medical terms by analyzing prefixes, roots, combining forms, and suffixes drawn from Greek and Latin origins with at least 85% accuracy. Describe the gross anatomy, major structures, and physiological functions of each body system covered in ICD-10-CM chapter organization, using correct anatomical terminology. Interpret clinical documentation—including operative reports, discharge summaries, and SOAP notes—to identify anatomically specific diagnoses and procedures relevant to code selection. Apply directional terms, anatomical planes, body cavities, and regional terminology to locate lesions, incision sites, and organ positions as described in provider documentation. Distinguish between normal anatomy and common pathological conditions in each system, recognizing terminology that signals specificity required for accurate ICD-10-CM coding. Demonstrate correct spelling and pronunciation of at least 300 high-frequency medical terms used in billing and coding practice.

Lessons · 10 blocks
#LessonHrTypeObjectiveActivitiesMaterialsCheck
1Word-Part Analysis: Prefixes, Roots, Combining Forms, and Suffixes12theoryStudents will dissect and define medical terms by correctly identifying and translating each word part with at least 85% accuracy on a written term-building exercise.
  1. Students receive a list of 60 medical terms; they underline each word part, label it prefix/root/suffix, and write the definition of the whole term in a structured worksheet.
  2. In pairs, students use term-building flash cards to quiz each other, then reconstruct new terms from a set of given word parts and define the result.
  3. Instructor-led demonstration uses a projected medical dictionary entry to show how combining forms are listed and how pronunciation guides are read, followed by student echo-pronunciation practice for 30 terms.
Medical Terminology: A Living Language (Fremgen & Frucht) or equivalent standard textbook, medical dictionary (print or Merriam-Webster Medical online), prefix/suffix/root reference card, flash-card sets, whiteboard10-question written term-dissection quiz at end of lesson; students must score 85% or higher to proceed; remediation required before Lesson 2.
2Anatomical Organization: Directional Terms, Planes, Cavities, and Regions10theoryStudents will correctly apply standard anatomical position, directional terms, body planes, body cavities, and abdominal quadrant/region names to locate structures described in clinical notes.
  1. Students label a blank anterior/posterior body diagram with all major directional terms, planes, cavities, and abdominal regions, then compare and self-correct using an answer key.
  2. Instructor reads short clinical excerpts (e.g., 'incision made in the right upper quadrant,' 'lesion located superior to the umbilicus') and students write the correct anatomical descriptors on a response card.
  3. Students create a personal reference card with all directional terms, planes, and cavities defined in their own words, which they retain for use throughout the program.
Anatomy coloring book or atlas (Netter's Atlas of Human Anatomy or equivalent), blank body diagram worksheets, clinical excerpt handouts, colored pencilsLabeled diagram submitted and scored: 85% of structures must be correctly placed and named; instructor checks each diagram before lesson 3.
3Integumentary System: Skin Layers, Appendages, and Skin-Condition Terminology10demoStudents will identify the layers of the skin, major appendages, and common pathological terms (lesion types, wound descriptors) that appear in ICD-10-CM and CPT documentation.
  1. Instructor demonstrates using a skin-layer cross-section model, naming each layer and its coding relevance (e.g., depth of burn, depth of wound repair), while students annotate a printed cross-section diagram.
  2. Students match 20 lesion-type photographs (macule, papule, vesicle, ulcer, etc.) to their medical term definitions on a matching worksheet, then self-score.
  3. Students read two sample operative notes describing skin excisions and wound repairs, highlight all anatomical and lesion terminology, and list the terms with definitions as a pre-coding vocabulary exercise.
Skin-layer model or high-resolution diagram, lesion-type photograph handout, two sample operative notes (de-identified), ICD-10-CM tabular and index (current year), CPT codebook (current year)Short oral check: instructor points to five random structures on the model and student must name and describe each; all five must be answered correctly or student completes a guided remediation activity.
4Musculoskeletal System: Bones, Joints, and Movement Terminology14labStudents will correctly name the major bones, joints, and movement terms of the axial and appendicular skeleton and apply fracture and joint-condition descriptors found in musculoskeletal coding scenarios.
  1. Using a plastic skeleton model or high-quality anatomical poster, students complete a bone-identification lab sheet naming at least 40 major bones and 10 major joints, working individually then verifying in small groups.
  2. Students decode 15 fracture and joint-condition terms (e.g., comminuted fracture, subluxation, hallux valgus) from operative and radiology report excerpts, writing plain-language definitions aligned to ICD-10-CM terminology.
  3. Students complete a movement-terminology matching activity pairing 12 motion terms (flexion, extension, abduction, adduction, supination, pronation, etc.) with illustrated joint diagrams, reinforcing the terms as they appear in physical-therapy and surgical notes.
Articulated skeleton model or detailed poster, bone/joint identification lab sheet, radiology and operative report excerpts, movement-terminology illustrated handout, colored pencilsLab sheet collected and graded: 85% of bones and joints correctly identified and 80% of fracture/movement terms correctly decoded; students below threshold complete a focused bone-identification drill with instructor.
5Cardiovascular and Lymphatic Systems: Heart, Vessels, and Hematologic Terminology12theoryStudents will trace the pathway of blood through the heart and major vessels, define cardiovascular disease and procedure terminology, and recognize these terms in ICD-10-CM and CPT documentation.
  1. Students trace blood flow on a blank heart diagram, labeling the four chambers, four valves, pulmonary and systemic circuits, and major vessels (aorta, coronary arteries, venae cavae, pulmonary arteries and veins).
  2. Instructor presents a think-aloud using a cardiology discharge summary, identifying terms such as 'acute myocardial infarction,' 'left anterior descending artery,' and 'coronary artery bypass graft,' explaining how anatomy drives code specificity.
  3. Students complete a term-to-definition matching exercise covering 20 cardiovascular and hematologic terms (e.g., atherosclerosis, thrombosis, arrhythmia, lymphadenopathy) and then use each term in a sentence describing a patient scenario.
Heart anatomy diagram (blank and labeled), cardiology discharge summary sample, cardiovascular terminology matching handout, ICD-10-CM codebook, whiteboardCompleted heart diagram and term-matching activity scored: diagram must be 85% accurate; matching activity must be 80% correct; both collected by instructor as lesson artifacts.
6Respiratory and Digestive Systems: Structures, Pathology, and Clinical Terms12theoryStudents will identify the major structures and functions of the respiratory and digestive systems and translate pathology and procedure terminology from clinical notes into accurate anatomical descriptions.
  1. Students label a dual-system diagram covering the upper and lower respiratory tract and the GI tract from mouth to rectum, including accessory organs (liver, gallbladder, pancreas); they annotate five common pathological conditions per system.
  2. Using two de-identified clinical notes—one pulmonology and one gastroenterology—students highlight all anatomical terms, classify them by system, and list any unfamiliar terms to look up in the medical dictionary.
  3. Small groups are assigned a system and prepare a two-minute verbal explanation of how a named condition (e.g., chronic obstructive pulmonary disease, cholelithiasis) is described anatomically in documentation, presenting to the class.
Dual-system labeled and blank diagrams, two de-identified clinical notes, medical dictionary, ICD-10-CM tabular list, whiteboard markersAnnotated diagram and highlighted clinical note collected; diagram must show 85% accuracy; instructor spot-checks five random students with a verbal question about a structure or term—correct identification required or remediation assigned.
7Nervous System and Sensory Organs: Brain, Spinal Cord, Eye, and Ear Terminology12demoStudents will identify the divisions and major structures of the central and peripheral nervous systems and the sensory organs, and correctly define neurological, ophthalmic, and otologic terminology encountered in coding scenarios.
  1. Instructor demonstrates using a brain model, naming the cerebral lobes, brainstem components, cerebellum, and spinal cord regions, with students annotating a blank brain diagram during the demonstration.
  2. Students read a neurology operative report describing a craniotomy and a separate ophthalmology note describing a cataract extraction; they list all anatomical structures mentioned and write a plain-language definition for each.
  3. Students complete a terminology crossword puzzle covering 25 nervous system and sensory organ terms (e.g., meninges, dura mater, aqueous humor, tympanic membrane, cochlea), self-scoring with the answer key provided.
Brain model or high-resolution cross-section poster, blank brain diagram, two de-identified operative/clinical notes, terminology crossword puzzle handout with answer keyAnnotated diagram scored at 85% accuracy; crossword puzzle scored—students must complete at least 80% correctly; both artifacts collected by instructor.
8Genitourinary and Endocrine Systems: Structures, Hormones, and Pathology Terms12theoryStudents will identify the structures of the male and female genitourinary systems and the major endocrine glands, and correctly interpret terminology related to urinary, reproductive, and hormonal conditions in clinical documentation.
  1. Students complete a paired male/female genitourinary system labeling exercise, then annotate five common conditions per system (e.g., urinary tract infection, benign prostatic hyperplasia, endometriosis, polycystic ovary syndrome) using ICD-10-CM terminology.
  2. Instructor leads a structured discussion of endocrine glands (pituitary, thyroid, parathyroid, adrenal, pancreatic islets, gonads) using a body-region diagram, with students noting how endocrine conditions are documented and coded.
  3. Students read a de-identified OB/GYN consultation note and a urology operative report, identify every anatomical and pathological term, and write a brief summary in plain language of what anatomical site was treated and why.
Male and female GU system diagrams (blank and labeled), endocrine gland body diagram, two de-identified clinical notes, ICD-10-CM codebook, medical dictionaryLabeling worksheets and plain-language summaries collected; labeling scored at 85%; summaries reviewed by instructor for anatomical accuracy—any critical error (wrong organ, wrong system) requires resubmission.
9Clinical Documentation Interpretation: Reading Operative Notes, Discharge Summaries, and SOAP Notes14practiceStudents will correctly extract and define all anatomical and medical-terminology elements from a variety of clinical document types, identifying the information that determines code specificity in ICD-10-CM and CPT.
  1. Students receive a packet of five de-identified documents (one SOAP note, one discharge summary, one operative report, one radiology report, one consultation letter) and complete a structured analysis form for each: list the principal diagnosis site, procedure site if any, anatomical descriptors, and any unfamiliar terms with definitions researched.
  2. Instructor models a think-aloud analysis of a complex operative report, narrating how each anatomical term leads to a more specific code, then students repeat the process independently with a different note and compare findings in small groups.
  3. Students role-play as coder and quality auditor: one student reads a passage from a clinical note and states the anatomy; the partner challenges or confirms accuracy using the medical dictionary and codebook, then roles are reversed.
Packet of five de-identified clinical documents (varied document types), structured analysis form, ICD-10-CM and CPT codebooks (current year), medical dictionary, AAPC CPC Exam Study Guide relevant chapters, AHIMA CCA Exam Study Guide relevant chaptersCompleted analysis forms for all five documents collected; each form scored on accuracy of anatomical term identification and definition—85% overall accuracy required; instructor provides written feedback noting any pattern errors.
10Terminology Integration: Full-System Review and Coding-Relevance Application14practiceStudents will demonstrate mastery of medical terminology and anatomy across all body systems by accurately completing a comprehensive case-study exercise that links terminology to ICD-10-CM and CPT code selection criteria.
  1. Students complete an 80-item comprehensive terminology and anatomy review examination covering word parts, directional/positional terms, all body systems, and document interpretation, simulating the format and difficulty of AAPC CPC and AHIMA CCA exam items in this content area.
  2. Students work through three multi-system case studies (a multi-trauma patient, a surgical oncology patient, and an outpatient endocrinology patient), annotating all clinical documents, defining all anatomical terms, and explaining in writing how each term would affect code assignment specificity.
  3. Each student selects one case study, prepares a five-minute structured presentation explaining the anatomical pathway from clinical documentation to code specificity, and delivers it to the class for peer feedback using a provided rubric.
80-item comprehensive review examination, three multi-system case study packets, ICD-10-CM and CPT codebooks, AAPC CPC and AHIMA CCA study guides, peer-feedback rubric, presentation timer80-item exam scored—85% required for course completion; case study annotations scored on completeness and accuracy at 85%; presentation scored by instructor using rubric—must meet 'proficient' level on anatomical accuracy criterion.
Assessments
AssessmentTypeWeightPass standardMethod & rubric
Medical Terminology and Anatomy Knowledge ExaminationWritten exam25%85% correct (68 of 80 items)An 80-item multiple-choice and matching examination covering word-part analysis, directional and positional terminology, all major body systems, clinical document interpretation, and pathology terminology encountered in ICD-10-CM and CPT coding. Items are written to reflect the difficulty level and domain weighting of AAPC CPC and AHIMA CCA exam content areas in anatomy and medical terminology.
Standard met · Safety · Time · Quality/finish · Documentation
Clinical Document Interpretation Skills DemonstrationSkills demonstration45%Instructor rubric score of 85% or higher across all criteriaStudents receive two previously unseen de-identified clinical documents—one operative report and one discharge summary—and must complete a structured analysis form identifying all anatomical structures, defining all medical terms, and explaining in writing how specific anatomical language would affect code selection. The instructor scores completeness, anatomical accuracy, terminology accuracy, and clarity of coding-relevance explanation.
Standard met · Safety · Time · Quality/finish · Documentation
Anatomy and Terminology Lab Activity LogLog15%All 10 lesson lab sheets and annotated documents submitted; average score across artifacts of 85% or higherStudents maintain a cumulative lab log collecting all labeled diagrams, annotated clinical notes, term-building worksheets, and analysis forms completed during lessons. The log is reviewed at the midpoint (after Lesson 5) and at course completion; artifacts are scored for accuracy, completeness, and appropriate use of anatomical terminology as a record of progressive competency development.
Standard met · Safety · Time · Quality/finish · Documentation
Professional and Ethical Documentation Handling Safety CheckSafety audit15%100% compliance on all checklist items; any failure requires immediate correction and re-check before course credit is awardedUsing a standardized checklist, the instructor verifies that each student consistently handles de-identified patient documents according to HIPAA minimum-necessary principles introduced in the Universal Core course—documents are stored securely, not photographed for personal use, returned or shredded after exercises, and no patient identifiers are reproduced in student notes. This safety check is conducted as a direct observation during Lesson 9 and again at course completion.
Standard met · Safety · Time · Quality/finish · Documentation
HLT-MEDI67-05 Trade course

Insurance & Claims in Medical Billing

121 hr · $1,740 COMPLIMENTARY

This course teaches students to navigate the U.S. health insurance landscape, prepare and submit clean claims, and manage the full revenue cycle from patient eligibility verification through payment posting and denial resolution. Students apply coding knowledge from ICD-10-CM and CPT/HCPCS courses to real-world claim scenarios across major payer types including Medicare, Medicaid, and commercial insurers. Mapped to AAPC CPC exam domains covering insurance concepts and revenue cycle, and AHIMA CCA exam content areas covering reimbursement methodologies and claims processing.

Outcomes
Course text

This course teaches students to navigate the U.S. health insurance landscape, prepare and submit clean claims, and manage the full revenue cycle from patient eligibility verification through payment posting and denial resolution. Students apply coding knowledge from ICD-10-CM and CPT/HCPCS courses to real-world claim scenarios across major payer types including Medicare, Medicaid, and commercial insurers. Mapped to AAPC CPC exam domains covering insurance concepts and revenue cycle, and AHIMA CCA exam content areas covering reimbursement methodologies and claims processing.

How the course runs. 10 blocks: The U.S. Health Insurance Landscape; Patient Registration and Eligibility Verification; The Revenue Cycle: From Encounter to Payment; The CMS-1500 Claim Form: Professional Billing; The UB-04 Claim Form: Institutional Billing; Medicare and Medicaid Billing Rules; Electronic Claims Submission and the Clearinghouse; Explanation of Benefits, Remittance Advice, and Payment Posting; Claim Denials, Appeals, and Follow-Up; Patient Financial Responsibility and Billing Ethics.

What competent looks like. Verify patient insurance eligibility and benefits accurately using payer portals and electronic verification tools before claim submission. Complete and submit error-free CMS-1500 and UB-04 claim forms for professional and institutional billing scenarios. Identify and resolve common claim denials and rejections by analyzing Explanation of Benefits and Remittance Advice documents. Apply knowledge of Medicare, Medicaid, and commercial payer guidelines to determine correct billing and documentation requirements. Calculate patient financial responsibility including deductibles, copayments, and coinsurance based on payer Explanation of Benefits. Demonstrate compliant claims appeal procedures and follow-up processes that protect patient rights and practice revenue.

Lessons · 10 blocks
#LessonHrTypeObjectiveActivitiesMaterialsCheck
1The U.S. Health Insurance Landscape10theoryStudents will correctly classify at least five major payer types and explain how each reimburses providers, demonstrating understanding of plan structures relevant to billing.
  1. Lecture and guided note-taking covering payer types: Medicare Parts A, B, C, D; Medicaid; TRICARE; commercial indemnity; managed care (HMO, PPO, EPO, POS); and workers' compensation
  2. Small-group analysis of sample Summary of Benefits documents from three payer types, identifying covered services, cost-sharing structures, and network requirements
  3. Individual written comparison chart contrasting fee-for-service, capitation, and value-based reimbursement models, submitted for instructor feedback
CMS Medicare Benefit Policy Manual (public domain), sample Summary of Benefits documents (de-identified), AAPC's Professional Medical Coding Curriculum reference chapters on insurance, whiteboard and markersExit quiz of 15 multiple-choice questions on payer types and reimbursement models; pass = 80% (12/15 correct)
2Patient Registration and Eligibility Verification12labStudents will perform electronic eligibility verification for simulated patients and identify coverage, effective dates, and cost-sharing requirements with zero critical errors on patient financial data.
  1. Instructor demonstration of eligibility verification workflow using a practice management training environment, covering payer portal navigation and 270/271 electronic transaction inquiry and response
  2. Hands-on lab: students complete eligibility verification for ten simulated patient scenarios with varied payer types, documenting findings on a structured eligibility checklist
  3. Peer review exercise: students exchange completed checklists and identify any missing or incorrect data fields, then discuss discrepancies as a class
Practice management software training module (e.g., Kareo Training or similar simulation environment), sample 271 eligibility response documents, eligibility verification checklist template, student workbookGraded eligibility checklist for all ten scenarios; pass = correct identification of coverage status, effective date, deductible, and copay with no critical errors on patient financial data; 80% overall accuracy
3The Revenue Cycle: From Encounter to Payment10theoryStudents will map each step of the revenue cycle in sequence and describe the billing team role responsible at each stage, identifying at least three points where errors cause downstream claim problems.
  1. Lecture with flowchart construction activity: students build a revenue cycle diagram as each step is introduced, from patient scheduling through collections
  2. Case study discussion: instructor presents a scenario in which a front-end registration error causes a back-end denial, and students trace the error forward through the cycle to identify impact
  3. Think-pair-share: students identify three revenue cycle pain points in their own diagram and propose a preventive check at each point, then share with the class
Revenue cycle flowchart template, AAPC revenue cycle chapter readings, sample accounts receivable aging report (de-identified training copy), whiteboardCompleted, accurately sequenced revenue cycle diagram with labeled roles and three annotated error points; graded by instructor rubric; pass = all major steps in correct order with roles identified and three valid error points noted
4The CMS-1500 Claim Form: Professional Billing14practiceStudents will complete CMS-1500 claim forms for at least five clinical scenarios with all required fields correctly populated, meeting payer clean-claim standards.
  1. Instructor-led walkthrough of every field on the CMS-1500 (02/12 version) using the official CMS instructions, highlighting fields that vary by payer type
  2. Guided practice: students complete two CMS-1500 forms together as a class using provided clinical scenario packets, with instructor providing real-time feedback on each field
  3. Independent practice: students complete three additional CMS-1500 forms from scenario packets covering an office visit, a minor procedure, and a Medicare patient encounter; forms are submitted for grading
CMS-1500 (02/12) blank forms (printed and electronic), official CMS instructions for the CMS-1500 form, clinical scenario packets with superbills and provider information, billing software training moduleFive completed CMS-1500 forms graded field by field against answer key; pass = 90% of required fields correct with zero errors in patient ID, payer ID, diagnosis pointer, or date of service fields
5The UB-04 Claim Form: Institutional Billing12practiceStudents will complete UB-04 claim forms for inpatient and outpatient hospital scenarios, correctly applying revenue codes, condition codes, and occurrence codes as required.
  1. Lecture on the structure of the UB-04 (CMS-1450) form, covering revenue codes, type of bill codes, condition codes, occurrence codes, and value codes with reference to the NUBC Official UB-04 Data Specifications Manual
  2. Instructor demonstration completing a sample outpatient hospital UB-04 form on-screen, narrating each field decision
  3. Students complete two UB-04 forms independently from provided hospital scenario packets—one outpatient and one inpatient—and compare results with a partner before submitting
UB-04 blank forms (printed and electronic), NUBC revenue code reference list, clinical scenario packets for hospital encounters, billing software training module, instructor answer keyTwo completed UB-04 forms graded by instructor; pass = correct type of bill, revenue codes, and patient information on both forms with 85% overall field accuracy
6Medicare and Medicaid Billing Rules14theoryStudents will apply Medicare and Medicaid billing requirements—including participation status, assignment of benefits, limiting charge, and coordination of benefits—to correctly resolve at least four billing rule scenarios.
  1. Lecture covering Medicare participation vs. non-participation, assignment of benefits, Medicare Secondary Payer (MSP) rules, Medicaid as payer of last resort, and dual-eligible beneficiary billing
  2. Scenario analysis: small groups receive four written patient scenarios involving Medicare or Medicaid billing questions and must determine correct billing action with written rationale
  3. Class debrief: each group presents one scenario resolution; instructor corrects misconceptions and references applicable CMS guidance
CMS Medicare Claims Processing Manual excerpts (public domain), CMS MSP fact sheet, Medicaid coordination of benefits reference sheet, scenario packet, student workbookWritten scenario analysis for all four cases; pass = correct billing determination with accurate rationale on at least three of four scenarios (75%)
7Electronic Claims Submission and the Clearinghouse12demoStudents will submit electronic claims through a simulated clearinghouse environment, interpret 277 claim acknowledgment transactions, and correct at least one rejected claim to clean status.
  1. Instructor demonstration of the electronic claims submission workflow: entering claims in billing software, batching, submitting to a simulated clearinghouse, and reading 277 transaction reports
  2. Hands-on lab: students submit a batch of five pre-built claims through the training software, review the 277 acknowledgment response, and identify any claims flagged for rejection
  3. Correction exercise: students correct one rejected claim identified in their 277 report, resubmit, and document the error type and correction made on a structured tracking log
Billing software training module with clearinghouse simulation, sample 837P electronic transaction data set, 277 transaction response samples, claim correction tracking log templateCompleted tracking log documenting original error, correction made, and resubmission outcome; pass = correct identification of rejection reason and documented clean-claim correction for the assigned rejected claim
8Explanation of Benefits, Remittance Advice, and Payment Posting12labStudents will interpret EOB and ERA documents to post payments, adjustments, and patient balances accurately for a set of ten transactions with no mathematical errors.
  1. Lecture and guided example: instructor walks through a sample Explanation of Benefits and 835 Electronic Remittance Advice, identifying payment, contractual adjustment, denial reason codes, and patient responsibility fields
  2. Payment posting lab: students receive a packet of ten EOB/ERA documents and post each transaction to a patient ledger spreadsheet, calculating contractual adjustments and remaining patient balances
  3. Self-audit: students use an answer key to check their own ledger postings, calculate their accuracy rate, and flag any discrepancy for instructor review
Sample EOB documents (de-identified), sample 835 ERA transaction sets, patient ledger spreadsheet template, calculator, denial reason code reference list (CARC/RARC), answer keyCompleted patient ledger for all ten transactions; pass = 100% mathematical accuracy on payment and adjustment amounts and at least 90% accuracy on patient balance calculations
9Claim Denials, Appeals, and Follow-Up12practiceStudents will categorize denial types, draft a compliant appeal letter for a clinical denial scenario, and construct a follow-up action plan that meets timely filing requirements.
  1. Lecture on common denial categories: eligibility, authorization, medical necessity, coding errors, timely filing, and duplicate claim; instructor presents the general denial management cycle and payer appeal processes
  2. Appeal letter workshop: using a provided clinical denial scenario with supporting documentation, students draft a formal appeal letter including relevant payer information, clinical rationale, and supporting code references
  3. Follow-up simulation: students receive an accounts receivable aging report showing five denied claims at various stages, prioritize follow-up actions by denial type and age, and complete a written action plan with next steps and deadlines
Sample denial letters and EOBs, appeal letter template, clinical scenario packet with supporting documentation, accounts receivable aging report (training), payer appeal guidelines reference sheet, AAPC denial management readingsAppeal letter graded by instructor rubric for correct payer information, clear clinical rationale, appropriate code references, and professional tone (pass = meets all four rubric categories at satisfactory level); action plan graded for logical prioritization and realistic deadlines (pass = all five claims assigned correct next step)
10Patient Financial Responsibility and Billing Ethics13theoryStudents will calculate patient out-of-pocket responsibility from EOB data and apply AAPC and AHIMA ethical standards to identify and resolve at least three billing compliance scenarios involving potential fraud or abuse.
  1. Lecture covering deductible, copayment, coinsurance, and out-of-pocket maximum calculations; patient billing statements; collection communications; and HIPAA financial privacy considerations
  2. Math practice set: students calculate patient responsibility for eight EOB scenarios with varying deductible status and coinsurance percentages, then compare answers with a partner
  3. Ethics case analysis: students read three brief scenarios describing potential billing misconduct (e.g., upcoding, unbundling, waiving copayments as standard practice) and apply AAPC Code of Ethics and AHIMA Standards of Ethical Coding to identify the issue and recommend a compliant course of action in writing
Sample patient billing statements, EOB calculation worksheet, AAPC Code of Ethics (public document), AHIMA Standards of Ethical Coding (public document), ethics scenario packet, calculatorCalculation worksheet graded for mathematical accuracy (pass = 87.5%, 7/8 correct); ethics case analysis graded on correct identification of issue and citation of applicable ethical standard for all three scenarios (pass = all three correctly identified with valid ethical reference)
Assessments
AssessmentTypeWeightPass standardMethod & rubric
Insurance & Claims Knowledge ExamWritten exam25%75% (112 out of 150 points)A 50-question multiple-choice and short-answer written exam covering payer types, revenue cycle steps, Medicare and Medicaid billing rules, denial categories, and billing ethics, mapped to AAPC CPC exam domains for reimbursement and revenue cycle and AHIMA CCA exam content on reimbursement methodologies. Students have 90 minutes and may use their denial reason code reference list only.
Standard met · Safety · Time · Quality/finish · Documentation
Clean Claim Completion Skills DemonstrationSkills demonstration45%90% field accuracy on CMS-1500 with zero errors in patient ID, payer ID, or date of service; 85% field accuracy on UB-04Students complete one CMS-1500 and one UB-04 claim form from unseen clinical scenario packets under timed conditions (60 minutes total), demonstrating ability to produce clean claims without assistance; forms are graded field by field by the instructor against an answer key, directly simulating tasks assessed in both CPC and CCA credential exams.
Standard met · Safety · Time · Quality/finish · Documentation
Claims Processing Lab LogLog15%Satisfactory rating on all four required entries; at least three entries scored at 90% or above on accuracy metricsStudents maintain a structured lab log throughout the course documenting four key lab activities: eligibility verification checklist (Lesson 2), payment posting ledger (Lesson 8), claim correction tracking log (Lesson 7), and denial appeal letter with action plan (Lesson 9); each entry is reviewed by the instructor for accuracy, completeness, and professional documentation standards consistent with real workplace records.
Standard met · Safety · Time · Quality/finish · Documentation
Billing Ethics and Compliance Safety CheckSafety audit15%100% correct identification of the compliant action on all three scenarios; any failure requires remediation and retest before course completionStudents respond in writing to three unseen billing compliance scenarios—each involving a potential fraud, abuse, or patient financial harm situation—and must identify the specific ethical or legal issue, cite the applicable professional standard (AAPC Code of Ethics or AHIMA Standards of Ethical Coding), and state the correct compliant action; because patient financial safety and regulatory compliance are non-negotiable in this trade, a passing score of 100% is required.
Standard met · Safety · Time · Quality/finish · Documentation
HLT-MEDI67-06 Trade course

Electronic Health Records for Medical Billing & Coding

121 hr · $1,740 COMPLIMENTARY

Students develop hands-on proficiency with electronic health record (EHR) systems as they are used in medical billing and coding workflows, including patient registration, chart navigation, documentation review, and claim generation. The course connects EHR tasks directly to ICD-10-CM and CPT/HCPCS code selection, payer rules, and compliance obligations students have studied in earlier courses. Emphasis is placed on data accuracy, privacy under HIPAA, and the coder's role within a real EHR-enabled revenue cycle.

Outcomes
Course text

Students develop hands-on proficiency with electronic health record (EHR) systems as they are used in medical billing and coding workflows, including patient registration, chart navigation, documentation review, and claim generation. The course connects EHR tasks directly to ICD-10-CM and CPT/HCPCS code selection, payer rules, and compliance obligations students have studied in earlier courses. Emphasis is placed on data accuracy, privacy under HIPAA, and the coder's role within a real EHR-enabled revenue cycle.

How the course runs. 10 blocks: The Revenue Cycle Inside an EHR: Architecture and Roles; HIPAA Privacy, Security, and the EHR Audit Trail; Patient Registration, Demographics, and Insurance Verification; Navigating Clinical Documentation in the EHR; Assigning and Entering ICD-10-CM and CPT Codes in the EHR; Generating and Scrubbing an Electronic Claim; Electronic Remittance Advice and Payment Posting; EHR Reporting Tools for Coding Compliance and Productivity; EHR Downtime Procedures, Data Integrity, and System Security; Integrated EHR Workflow Simulation: Full Encounter Cycle.

What competent looks like. Navigate a practice-management EHR environment to locate and interpret clinical documentation needed for accurate diagnosis and procedure code assignment. Enter and verify patient demographic and insurance data in an EHR, identifying and correcting common errors that cause claim denials. Apply HIPAA Privacy and Security Rule requirements to EHR access, audit logs, and release-of-information workflows. Generate, review, and submit a clean electronic claim (837P or 837I format) using EHR billing module data and resolve at least one common edit or rejection. Demonstrate proper use of EHR query and reporting tools to support coding compliance, productivity tracking, and documentation improvement. Perform all EHR tasks without compromising patient safety or data integrity, following facility policies for access controls and breach response.

Lessons · 10 blocks
#LessonHrTypeObjectiveActivitiesMaterialsCheck
1The Revenue Cycle Inside an EHR: Architecture and Roles10theoryStudents will describe the end-to-end revenue cycle workflow and identify where each role—coder, biller, clinical staff, compliance officer—interacts with the EHR.
  1. Annotate a printed revenue cycle diagram by labeling each touchpoint (scheduling, registration, clinical documentation, coding, claim submission, payment posting, denial management) and identifying which EHR module handles each step.
  2. Read two vendor-neutral EHR overview documents and answer guided questions that distinguish a practice-management system from a clinical EHR module and from a clearinghouse portal.
  3. In small groups, trace a fictional patient encounter—from appointment request to remittance advice—on a whiteboard flow map, discussing what a coder sees versus what a physician sees at each stage.
Whiteboard, printed revenue cycle diagram, vendor-neutral EHR overview readings (e.g., ONC Health IT resources), student notebooksStudents correctly label all major revenue cycle stages and match at least six of eight roles to their primary EHR module on a labeled diagram; pass mark 75%.
2HIPAA Privacy, Security, and the EHR Audit Trail13theoryStudents will explain HIPAA Privacy and Security Rule requirements as they apply to EHR access controls, audit logs, and release of information, and distinguish permitted from non-permitted disclosures.
  1. Study the HHS summary of the HIPAA Privacy Rule and Security Rule, then complete a scenario-based worksheet in which they classify twelve PHI disclosure situations as permitted, required, or prohibited.
  2. Demonstrate (instructor-led screen share) how an EHR audit log captures user access events; students record the data fields logged and explain in writing why each field matters for breach detection.
  3. Role-play a release-of-information request: one student acts as the requestor, another as the HIM coder; they use a sample authorization form to decide what may be released, document their decision, and receive peer feedback.
HHS HIPAA Privacy and Security Rule plain-language summaries, sample audit log printout, sample authorization/release-of-information form, scenario worksheetStudents score at least 80% on a 20-question HIPAA scenario quiz and correctly identify all required elements on a sample authorization form.
3Patient Registration, Demographics, and Insurance Verification12demoStudents will accurately enter and verify patient demographic and insurance eligibility data in a simulated EHR, catching at least three seeded data errors per patient record.
  1. Instructor demonstrates the registration module live, highlighting required fields (name spelling, date of birth, subscriber ID, group number, coordination-of-benefits order) and explaining how each error type triggers a downstream denial.
  2. Students use a training EHR instance (such as open-source OpenMRS in training mode or a vendor-provided sandbox) to enter five patient registration scenarios from printed intake sheets, then run an eligibility inquiry and document the response.
  3. Students swap completed records with a partner, who acts as quality reviewer and uses a provided checklist to identify any missing or incorrect fields; discrepancies are discussed as a class and corrected.
Training EHR sandbox (OpenMRS training build or equivalent vendor demo), printed patient intake scenario packets, eligibility verification checklist, student computersEach student correctly enters all required demographic and insurance fields for five patients with no uncorrected errors remaining after self-review; fewer than two errors per record constitutes passing.
4Navigating Clinical Documentation in the EHR13demoStudents will locate and interpret the key documentation types a coder uses—history and physical, progress notes, operative reports, discharge summaries, and diagnostic reports—within a training EHR chart.
  1. Instructor demonstrates chart navigation in the training EHR, pointing out where each document type is stored, how version history is accessed, and what addenda look like versus original entries.
  2. Students open ten simulated patient charts and complete a documentation inventory form, recording the document type, author, date, and whether sufficient information is present to support code assignment for the listed encounter.
  3. Students compare the information available in a scanned paper note versus a structured EHR note for the same encounter type and write a one-paragraph analysis of how data structure affects coding accuracy.
Training EHR with pre-loaded simulated charts, documentation inventory worksheet, side-by-side paper vs. EHR note samples, AMA CPT guidelines reference (current edition)Students correctly identify document type, author, and date for at least nine of ten charts and flag documentation deficiencies accurately in at least 80% of cases.
5Assigning and Entering ICD-10-CM and CPT Codes in the EHR14labStudents will select accurate ICD-10-CM and CPT/HCPCS codes from clinical documentation and enter them in the EHR billing module, applying sequencing rules and modifier logic.
  1. Students review ten outpatient encounter notes loaded in the training EHR, assign ICD-10-CM and CPT codes using their code books, and enter the codes directly into the charge-capture screen, applying any required modifiers.
  2. The EHR's built-in edit engine flags a subset of the entries with code-pair edits or missing modifiers; students interpret each edit message, research the applicable NCCI or payer policy rule, and document their correction rationale in a coding log.
  3. Students compare their code selections to an answer key prepared by the instructor and meet one-on-one for a five-minute reconciliation discussion to explain any discrepancy.
Training EHR with charge-capture module, current ICD-10-CM code book, current CPT code book, HCPCS Level II reference, NCCI edit reference (CMS public tables), printed encounter notes as backupStudents achieve 85% or higher code-level accuracy (correct code, correct modifier, correct sequencing) across the ten encounters with all edit corrections documented and justified.
6Generating and Scrubbing an Electronic Claim13labStudents will generate an electronic claim from a completed EHR encounter, run it through a simulated claim scrubber, interpret edit reports, and resubmit a clean claim.
  1. Using coded encounters from the previous lesson, students use the EHR billing module to generate a UB-04 or CMS-1500 equivalent electronic claim file and review the claim summary screen for completeness before submission.
  2. Students submit the claim to a classroom clearinghouse simulation (trainer software or printed mock 835/277 response packets) and receive an edit or rejection report; they categorize each edit as administrative, clinical, or coding-related and document the root cause.
  3. Students correct identified errors in the EHR, regenerate the claim, and submit it again; they write a brief memo (one page) explaining what went wrong and what process change would prevent recurrence.
Training EHR with claims-generation module or clearinghouse trainer software, mock 835/277 response packets, blank CMS-1500 form for reference, student computersEach student produces a final claim with zero remaining claim-level edits, and the corrective memo correctly identifies root cause and a plausible prevention strategy; evaluated by instructor rubric at 80% or higher.
7Electronic Remittance Advice and Payment Posting10practiceStudents will read an electronic remittance advice (ERA/835 transaction), post payments and adjustments to patient accounts in the EHR, and identify underpayments and denial reason codes requiring follow-up.
  1. Instructor distributes printed mock ERA reports and walks through the standard 835 data elements: claim status, allowed amount, payment amount, adjustment reason codes (CARCs), and remark codes (RARCs), explaining what each communicates to the billing team.
  2. Students use the training EHR's payment-posting module to apply payments and adjustments from five mock ERAs to the corresponding patient accounts, flagging any line where the allowed amount differs from the expected contracted rate.
  3. Students write a denial work-list entry for each denied or underpaid claim, including the CARC/RARC code, the recommended next action (appeal, corrected claim, patient billing), and the filing deadline.
Mock ERA (835) printouts with varied CARC/RARC codes, CMS CARC/RARC code look-up reference, training EHR payment-posting module, denial work-list templateStudents post all payments and adjustments with zero calculation errors and correctly interpret the CARC/RARC code and recommended action for at least 80% of denial scenarios.
8EHR Reporting Tools for Coding Compliance and Productivity12practiceStudents will run standard EHR billing and coding reports, interpret output for compliance risks and productivity trends, and draft a one-page summary with at least two findings and recommended actions.
  1. Instructor demonstrates the report-generation module, running sample reports: accounts-receivable aging, denial rate by payer, coder productivity (charts coded per day), and diagnosis frequency distribution; students take structured notes on what each report measures and why it matters.
  2. Students run the same four reports on a pre-loaded training dataset, then answer guided analysis questions identifying which payer has the highest denial rate, which denial category is most frequent, and whether productivity metrics fall within a provided benchmark range.
  3. Students write a one-page compliance and productivity summary as if addressed to a coding supervisor, listing two findings, their potential compliance or revenue impact, and two specific corrective actions with a proposed timeline.
Training EHR with pre-loaded practice dataset, report-generation module, benchmark reference handout (generic industry ranges), report analysis worksheet, student computersWritten summary correctly interprets all four report outputs with no factual errors and includes two findings with actionable, plausible recommendations; instructor rubric, pass at 80%.
9EHR Downtime Procedures, Data Integrity, and System Security12theoryStudents will explain EHR downtime and backup procedures, describe how data integrity is maintained during and after a system outage, and apply role-based access principles to a given scenario.
  1. Students read a facility-generic downtime policy and procedure document, then answer a set of scenario questions: what documentation method is used during downtime, how is data later reconciled, and who authorizes restoration of system access.
  2. Instructor presents three breach or data-integrity failure scenarios (wrong patient chart opened, records altered without addendum, unauthorized access by a non-treating employee); students write a brief response for each, citing the applicable HIPAA provision and the immediate corrective step.
  3. Students complete a role-based access matrix exercise: given a list of staff roles (coder, biller, nurse, physician, receptionist) and EHR functions (chart view, code entry, billing module, admin configuration), they shade which access level each role should hold and justify any contested cells.
Sample facility EHR downtime policy (generic/de-identified), HIPAA Security Rule summary, role-based access matrix worksheet, scenario cardsStudents correctly answer downtime scenario questions with no critical errors in HIPAA citation and complete the access matrix with justifications accepted by instructor for at least 80% of cells.
10Integrated EHR Workflow Simulation: Full Encounter Cycle12labStudents will independently complete the full EHR billing and coding workflow for three complex simulated encounters—from registration through payment posting—producing a clean claim and correct posting for each, with no critical errors.
  1. Each student receives a packet with three complex encounter scenarios (different specialty types, payer types, and documentation complexities); they register the patient, navigate the chart, assign and enter codes, generate and scrub the claim, and post a mock payment—all within the training EHR.
  2. Students maintain a self-audit log throughout the simulation, documenting every decision point, any edit encountered, and the corrective action taken, mirroring the documentation practices expected in a real compliance-focused workplace.
  3. Students present one of their three encounters to a small peer group, walking through their decision-making from chart navigation to code selection to claim submission; peers ask at least two questions from a guided question list and provide written feedback.
Training EHR fully configured with all modules, encounter scenario packets, self-audit log template, current ICD-10-CM and CPT code books, peer feedback form, student computersStudents complete all three encounters with 85% or higher accuracy across all workflow stages (registration, coding, claim, posting), self-audit log is complete, and peer presentation demonstrates clear reasoning without critical errors.
Assessments
AssessmentTypeWeightPass standardMethod & rubric
EHR Concepts and Compliance Knowledge ExamWritten exam25%75% or higher (minimum 30 of 40 items correct)A 40-item multiple-choice and short-answer examination covering revenue cycle architecture, HIPAA Privacy and Security Rule requirements for EHR, ERA/835 transaction elements, denial reason codes, EHR reporting interpretation, and downtime procedures. Items are written at the application level, presenting brief scenarios that require students to select the correct action or identify the relevant rule, directly mirroring the knowledge domain tested on the AAPC CPC and AHIMA CCA exams.
Standard met · Safety · Time · Quality/finish · Documentation
Full Encounter Cycle Skills DemonstrationSkills demonstration45%85% or higher accuracy across all evaluated workflow stages; zero critical errors in HIPAA compliance stepsStudents independently perform the complete EHR billing workflow for two unseen encounter scenarios in a timed setting, covering patient registration, chart navigation, code assignment and entry, claim generation, scrubbing, and payment posting, with a completed self-audit log. The instructor uses a structured rubric to evaluate accuracy at each stage; any critical HIPAA violation (e.g., accessing an unassigned patient chart, failing to log out) results in an automatic requirement to remediate and retest.
Standard met · Safety · Time · Quality/finish · Documentation
EHR Lab Activity LogLog15%All ten lesson lab logs submitted; average instructor rating of 80% or higher on rubric; no missing required fieldsStudents maintain a cumulative lab log throughout the course, with a dedicated entry for each of the ten lessons documenting the task performed, tools used, any errors encountered, the correction made, and a reflection on how the skill connects to the AAPC CPC or AHIMA CCA exam content. The log is reviewed twice by the instructor (at mid-course and at course end) and is evaluated for completeness, accuracy of self-assessment, and quality of reflection.
Standard met · Safety · Time · Quality/finish · Documentation
HIPAA and EHR Safety Compliance CheckSafety audit15%100% correct on all five critical safety and privacy items; overall score 80% or higher on the full 15-item checklistAn observed performance checklist administered during the skills demonstration in which the instructor specifically verifies five critical behaviors: logging out of the EHR before leaving a workstation, accessing only assigned patient records, using only authorized EHR functions for the coder role, correctly identifying and reporting a simulated breach scenario, and applying minimum-necessary principles when discussing a release-of-information request. Any of the five critical items failed must be remediated before the student advances to the Compliance course.
Standard met · Safety · Time · Quality/finish · Documentation
HLT-MEDI67-07 Trade course

Healthcare Compliance: Regulations, Ethics, and Audit Practice

121 hr · $1,740 COMPLIMENTARY

This course covers the legal, regulatory, and ethical framework that governs medical billing and coding, including federal fraud-and-abuse statutes, Office of Inspector General guidance, payer compliance requirements, and internal audit techniques. Students develop the skills to identify coding and billing irregularities, implement corrective actions, and document compliance activities in a manner consistent with professional standards. Competencies addressed align with AAPC CPC exam domains covering compliance and regulatory topics and AHIMA CCA exam content areas addressing healthcare data quality and legal issues.

Outcomes
Course text

This course covers the legal, regulatory, and ethical framework that governs medical billing and coding, including federal fraud-and-abuse statutes, Office of Inspector General guidance, payer compliance requirements, and internal audit techniques. Students develop the skills to identify coding and billing irregularities, implement corrective actions, and document compliance activities in a manner consistent with professional standards. Competencies addressed align with AAPC CPC exam domains covering compliance and regulatory topics and AHIMA CCA exam content areas addressing healthcare data quality and legal issues.

How the course runs. 10 blocks: The Compliance Landscape: Why Rules Exist in Healthcare Billing; False Claims Act, Anti-Kickback Statute, and Stark Law; OIG Compliance Program Elements and the Compliance Plan; Coverage Policies: LCDs, NCDs, and Medical Necessity; Coding Compliance: Upcoding, Unbundling, and Documentation Integrity; HIPAA Privacy and Security in the Billing and Coding Workflow; Professional Ethics: AAPC and AHIMA Codes of Ethics in Practice; Internal Coding Audit Methodology and Worksheet Design; Responding to Audits: Corrective Action Plans and Overpayment; Compliance in Specialty Settings and Emerging Risk Areas.

What competent looks like. Explain the purpose and key provisions of major federal fraud-and-abuse laws—including the False Claims Act, Anti-Kickback Statute, and Stark Law—and describe how each applies to everyday coding and billing decisions. Apply OIG Compliance Program Guidance elements to evaluate whether a hypothetical medical practice has an adequate compliance plan. Perform a targeted coding audit on a set of outpatient and inpatient records, calculate error rates, and document findings using standard audit worksheets. Distinguish between upcoding, unbundling, medically unnecessary services, and identity theft schemes, and select appropriate corrective actions for each. Interpret payer coverage policies, local coverage determinations (LCDs), and national coverage determinations (NCDs) to support compliant claim submission. Demonstrate professional ethical reasoning by applying AAPC and AHIMA codes of ethics to realistic compliance scenarios encountered in the billing and coding workplace.

Lessons · 10 blocks
#LessonHrTypeObjectiveActivitiesMaterialsCheck
1The Compliance Landscape: Why Rules Exist in Healthcare Billing10theoryStudents will explain the historical, financial, and patient-safety reasons that federal and state compliance regulations were enacted, naming at least four major regulatory bodies or statutes that affect medical billing and coding.
  1. Read and annotate excerpts from the OIG's general compliance program guidance and an introductory summary of the False Claims Act; answer guided comprehension questions identifying each law's scope, penalties, and relevance to coders.
  2. Timeline-building activity: in small groups, students place landmark legislation and OIG initiatives on a printed timeline from 1965 to present, then present their timeline to the class and discuss why each milestone matters to a billing and coding professional.
  3. Case-based discussion: instructor presents three real-world OIG work-plan examples (de-identified); students identify which regulation was at issue and what the coder's role could have been in prevention, recording answers on a structured note-taking guide.
OIG General Compliance Program Guidance document (CMS/OIG website print-out), Buck's Medical Coding textbook compliance chapter, whiteboard timeline template, structured note-taking guide handout10-question multiple-choice quiz on regulatory bodies, statutes, and their scope; pass mark 80%.
2False Claims Act, Anti-Kickback Statute, and Stark Law14theoryStudents will differentiate the False Claims Act, Anti-Kickback Statute, and Stark Law by describing each law's prohibited conduct, civil and criminal penalties, safe harbors or exceptions, and the coder's personal exposure under each.
  1. Statute decoding exercise: students receive plain-language summaries of each law and annotate the key elements (who is covered, what conduct is prohibited, what the penalty is, what exceptions exist), then compare annotations in pairs.
  2. Scenario sort activity: students sort 15 printed scenario cards—describing relationships between providers, vendors, and payers—into 'likely violation,' 'safe harbor applies,' and 'need more information' categories, justifying each placement in writing.
  3. Mock OIG advisory opinion exercise: working individually, each student drafts a one-page memo advising a fictional practice manager whether a proposed physician payment arrangement raises Anti-Kickback concerns, citing the relevant statute elements.
Plain-language statute summary handouts (OIG-sourced), scenario card set, memo template, AAPC Medical Compliance reference guideOpen-book written scenario analysis (three short scenarios); student must correctly identify the applicable statute, explain the violation or safe harbor, and state an appropriate corrective action for each; pass mark 80%.
3OIG Compliance Program Elements and the Compliance Plan12theoryStudents will describe each of the seven elements of an effective compliance program as defined by OIG guidance and evaluate whether a sample practice compliance plan addresses all seven elements adequately.
  1. Element mapping: students read a two-page abridged sample compliance plan provided by the instructor; they create a two-column chart mapping each paragraph of the plan to one of the seven OIG elements or marking it as a gap.
  2. Gap-analysis group project: each small group receives a different abridged compliance plan (for a physician office, outpatient clinic, or billing company); the group identifies missing or weak elements and writes three specific recommendations for improvement.
  3. Class debrief and comparison: groups present gap-analysis findings; the class votes on which plan had the strongest compliance posture and discusses why, reinforcing the importance of written policies, training, auditing, and reporting mechanisms.
Sample compliance plan documents (instructor-created, modeled on OIG small-provider guidance), OIG seven-element reference card, two-column chart worksheetIndividual gap-analysis assignment: student evaluates a fourth sample plan not used in class, identifies all gaps, and writes a corrective recommendation for each; graded on rubric requiring all seven elements addressed; pass mark 80%.
4Coverage Policies: LCDs, NCDs, and Medical Necessity12theoryStudents will locate a Local Coverage Determination (LCD) and a National Coverage Determination (NCD) on the CMS website, extract medical necessity criteria and covered ICD-10-CM code lists, and apply them to determine whether a specific claim is compliant.
  1. CMS website navigation drill: using a classroom computer lab, students locate two LCDs and one NCD assigned by the instructor, screenshot the coverage criteria pages, and list five ICD-10-CM codes that support the covered diagnoses for each policy.
  2. Medical necessity decision exercise: students receive five completed superbills with diagnosis and procedure code pairs; using printed LCDs, they decide whether each claim meets medical necessity, marks corrections where it does not, and writes a one-sentence rationale.
  3. Advance Beneficiary Notice (ABN) scenario: instructor presents a situation where a Medicare patient requests a service not expected to be covered; students draft the correct verbal explanation to give the patient and identify the appropriate form to use, referencing CMS guidance.
Computer lab with CMS Coverage Database access, printed LCD/NCD excerpts, sample superbills, CMS ABN form sample, ICD-10-CM code bookPractical exercise: student is given two unfamiliar LCDs and three claim scenarios; must correctly determine coverage status for each claim with written rationale; pass mark 80% (at least two of three scenarios fully correct).
5Coding Compliance: Upcoding, Unbundling, and Documentation Integrity13demoStudents will identify upcoding, unbundling, and insufficient documentation errors in a set of coded claims and explain the compliance and financial risk associated with each error type.
  1. Instructor-led live demo: using a projected EHR simulation, instructor codes the same patient visit three ways—once correctly, once with upcoded E/M level, once with unbundled procedure codes—and guides students through spotting each error using NCCI edits reference.
  2. Red-flag chart review: students receive six pre-coded chart excerpts with embedded errors; they use highlighters to mark upcoding, unbundling, and documentation mismatches, then complete an error-type log documenting the specific code, the correct action, and the regulatory risk.
  3. Partner teach-back: each student selects one error type and teaches their partner a two-minute explanation of why the practice is considered fraud or abuse rather than an innocent mistake, emphasizing intent versus systemic pattern.
EHR simulation software (instructor demonstration), printed chart excerpts, NCCI edit reference (CMS-published), CPT code book, error-type log worksheetError identification quiz on six new chart excerpts (not used in practice); student must correctly identify the error type and corrective code or documentation action for at least five of six; pass mark 83%.
6HIPAA Privacy and Security in the Billing and Coding Workflow12theoryStudents will describe the key requirements of the HIPAA Privacy Rule and Security Rule as they apply to handling protected health information (PHI) in a medical billing and coding environment and identify actions that constitute a reportable breach.
  1. PHI identification exercise: students review a printed Explanation of Benefits (EOB), a remittance advice, and a patient demographics report; they highlight every data element that qualifies as PHI under HIPAA's 18 identifiers and explain why each qualifies.
  2. Breach scenario analysis: instructor presents five short scenarios (misdirected fax, overheard phone call, lost laptop, verbal disclosure, workforce snooping); students classify each as breach, non-breach, or limited data set and state the required notification steps using a HIPAA breach notification flowchart.
  3. Minimum-necessary role-play: students are assigned roles (coder, biller, receptionist, supervisor); they receive a list of 10 data fields and must decide which fields each role legitimately needs access to, discussing why the minimum-necessary standard protects patients and limits liability.
Sample EOB and remittance advice (de-identified), HIPAA 18-identifier reference card, breach notification flowchart handout, HHS.gov HIPAA summary printout15-item written quiz covering PHI identifiers, Privacy Rule requirements, Security Rule safeguards, and breach notification steps; pass mark 80%.
7Professional Ethics: AAPC and AHIMA Codes of Ethics in Practice10theoryStudents will apply the AAPC Code of Ethics and the AHIMA Code of Ethics to realistic workplace dilemmas and articulate an ethically reasoned course of action consistent with both credentialing organizations' professional standards.
  1. Side-by-side comparison reading: students read the AAPC Code of Ethics and the AHIMA Code of Ethics, then create a Venn diagram showing shared principles and unique emphases, concluding with a written paragraph on what both codes expect of a coder when pressured by a supervisor to upcode.
  2. Ethical dilemma case studies: instructor presents four written scenarios (supervisor instructs coder to alter a code for reimbursement, co-worker shares PHI verbally, coder discovers a pattern of overbilling, patient asks coder to omit a diagnosis); students independently write a structured response: identify the ethical issue, cite the relevant code provision, and state the action they would take.
  3. Roundtable discussion: students share their responses to one assigned scenario; class reaches consensus on the professionally and legally correct action and identifies available reporting channels (compliance hotline, OIG fraud hotline, internal chain of command).
AAPC Code of Ethics (aapc.com printout), AHIMA Code of Ethics (ahima.org printout), Venn diagram worksheet, ethical dilemma case study handoutsWritten ethical analysis of one new scenario not used in class; graded on rubric: issue identified, correct code provision cited, legally and professionally sound action stated, reporting channel identified; pass mark 80%.
8Internal Coding Audit Methodology and Worksheet Design14labStudents will conduct a structured internal coding audit on a set of simulated outpatient records using an OIG-style audit worksheet, calculate an error rate, and categorize findings by error type.
  1. Audit tool workshop: students examine two real-world audit worksheet templates (instructor-provided, modeled on OIG and AAPC audit guidance); they identify each field's purpose and adapt one template into a customized worksheet suitable for auditing outpatient E/M services.
  2. Hands-on chart audit lab: using a packet of 10 simulated outpatient records with documentation, diagnosis codes, and procedure codes, students complete a line-by-line audit on each record using their worksheet, flagging errors and noting the correct code with rationale.
  3. Error-rate calculation and summary report: students tally their audit findings, calculate the overall error rate and the error rate by category (E/M level, diagnosis coding, procedure coding), and write a one-page summary report with three specific recommendations for the fictional practice.
Sample audit worksheet templates (instructor-designed), packet of 10 simulated outpatient records, ICD-10-CM and CPT code books, NCCI edit reference, calculator, audit summary report templateCompleted audit worksheet and summary report; pass requires correctly identifying at least 80% of embedded errors across the 10 records and correctly calculating error rate; pass mark 80%.
9Responding to Audits: Corrective Action Plans and Overpayment12practiceStudents will draft a corrective action plan (CAP) in response to a mock audit finding and explain the process for voluntarily disclosing and repaying overpayments to Medicare or a commercial payer.
  1. CAP template walkthrough: instructor models the components of a corrective action plan (root cause, corrective steps, responsible parties, timeline, re-audit schedule) using a projected template; students annotate the template with notes on each required element.
  2. CAP drafting exercise: each student receives a one-page mock audit summary report with three findings (upcoded E/M, missing modifier, unsupported diagnosis); they draft a complete CAP addressing each finding using the template, including a 90-day re-audit commitment.
  3. Overpayment repayment simulation: students follow a step-by-step worksheet to calculate the repayment amount for an identified overpayment, identify the correct Medicare overpayment reporting pathway (using CMS guidance), and draft the accompanying letter to the payer explaining the voluntary disclosure.
CAP template handout, mock audit summary reports, CMS overpayment reporting guidance summary, repayment calculation worksheet, sample disclosure letter templateCompleted CAP and repayment letter reviewed against rubric: all three audit findings addressed, root cause identified, corrective steps specific and actionable, repayment amount correct, disclosure letter includes required elements; pass mark 80%.
10Compliance in Specialty Settings and Emerging Risk Areas12practiceStudents will identify compliance risk areas specific to at least three healthcare settings (physician office, outpatient hospital, telehealth) and analyze a current OIG Work Plan priority to explain its implications for coding and billing practice.
  1. OIG Work Plan review: students access the current OIG Work Plan on the OIG website, select one active work-plan item relevant to outpatient or physician coding, and complete a structured analysis form: what is being reviewed, why it is a risk, and what a coder should do to stay compliant.
  2. Specialty setting matrix: using reference materials, students complete a comparison matrix for three settings (physician office, hospital outpatient, telehealth/remote patient monitoring), documenting one unique compliance requirement, one common error type, and one audit focus area for each setting.
  3. Capstone connection practice: students review their own audit worksheet from Lesson 8 and identify which findings would apply in a different specialty setting, revising one recommendation to reflect that setting's rules—preparing them for the integrated capstone project.
OIG Work Plan (oig.hhs.gov, current year printout), specialty setting matrix worksheet, CMS telehealth billing guidance summary, completed audit worksheets from Lesson 8OIG Work Plan analysis form and completed specialty setting matrix; graded on rubric requiring accurate identification of risk, setting-specific requirements, and practical coding implication for each cell; pass mark 80%.
Assessments
AssessmentTypeWeightPass standardMethod & rubric
Compliance Regulation Knowledge ExamWritten exam25%80% or higher (40 of 50 items correct)A 50-item multiple-choice and true/false exam covering the False Claims Act, Anti-Kickback Statute, Stark Law, HIPAA Privacy and Security Rules, OIG compliance program elements, and medical necessity concepts from Lessons 1 through 6. Questions are written at the application and analysis level to mirror AAPC CPC and AHIMA CCA exam cognitive demands.
Standard met · Safety · Time · Quality/finish · Documentation
Coding Audit Skills DemonstrationSkills demonstration45%80% accuracy on error identification and correct audit documentation; CAP rated proficient on all rubric dimensionsStudents independently audit a new set of eight simulated outpatient records using a blank audit worksheet, calculate the error rate, and produce a written corrective action plan addressing every identified finding. The instructor evaluates the accuracy of code-level error identification and the completeness and specificity of the corrective action plan using a standardized rubric.
Standard met · Safety · Time · Quality/finish · Documentation
Compliance Audit Lab LogLog15%All 10 lessons documented with completed activities and instructor sign-off; cumulative error-rate calculation accurate within one percentage pointThroughout the course, students maintain a running lab log that records each lesson's key audit worksheets, ethical analysis exercises, CAP drafts, and OIG Work Plan analysis forms. The log is submitted at course end and reviewed for completeness, accuracy of documentation, and evidence that the student applied corrective reasoning rather than simply listing codes.
Standard met · Safety · Time · Quality/finish · Documentation
HIPAA and Compliance Safety CheckSafety audit15%Pass requires 100% correct identification of PHI and 100% correct classification of reportable breach in the scenario set; any failure requires remediation and retest before course completionA focused practical safety check in which students are presented with three short simulated situations involving potential PHI exposure or billing irregularity; they must correctly identify the compliance risk, state whether a breach or violation has occurred, and specify the immediate action required. This check mirrors the safety-first standard required in healthcare workplaces where a single PHI mishandling event can trigger regulatory action and harm patient privacy.
Standard met · Safety · Time · Quality/finish · Documentation
HLT-MEDI67-08 Capstone

Capstone Project: Integrated Medical Billing & Coding Case Portfolio

162 hr · $1,620 COMPLIMENTARY

Students synthesize all program competencies by building a complete, real-world billing and coding case portfolio drawn from multi-specialty simulated patient encounters, applying ICD-10-CM, CPT, and HCPCS coding; claim preparation; compliance review; and EHR documentation in an integrated workflow. Each student defends their completed portfolio in a structured oral examination before a panel, demonstrating readiness for entry-level employment and credentialing examinations. This course bridges coursework to the clinical practicum and certification preparation that follow.

Outcomes
Course text

Students synthesize all program competencies by building a complete, real-world billing and coding case portfolio drawn from multi-specialty simulated patient encounters, applying ICD-10-CM, CPT, and HCPCS coding; claim preparation; compliance review; and EHR documentation in an integrated workflow. Each student defends their completed portfolio in a structured oral examination before a panel, demonstrating readiness for entry-level employment and credentialing examinations. This course bridges coursework to the clinical practicum and certification preparation that follow.

How the course runs. 4 blocks: Capstone Case Set Orientation and Multi-Specialty Coding Sprint; Claim Preparation, Compliance Audit, and EHR Documentation; Portfolio Assembly and Peer Review; Integrated Capstone Defense and Debrief.

What competent looks like. Accurately assign ICD-10-CM diagnosis codes and CPT/HCPCS procedure codes across at least four medical specialties using current code sets, achieving a coding accuracy rate of 85% or higher on the final case portfolio. Prepare complete, compliant CMS-1500 and UB-04 claim forms for simulated encounters, identifying and correcting at least five common claim errors before submission. Apply HIPAA privacy and security rules, OIG compliance principles, and payer-specific guidelines to audit a set of coded encounters and produce a written compliance summary. Demonstrate proficiency in an electronic health record and practice management software system by entering, retrieving, and correcting patient encounter data for all capstone cases. Construct a professional billing and coding portfolio containing annotated work samples, a personal compliance statement, and a reflective narrative suitable for use in job applications. Defend coding and billing decisions verbally to a review panel, citing authoritative references such as the AHA Coding Clinic, CPT guidelines, and payer LCD/NCD sources.

Lessons · 4 blocks
#LessonHrTypeObjectiveActivitiesMaterialsCheck
1Capstone Case Set Orientation and Multi-Specialty Coding Sprint54labStudents independently code a structured set of at least twenty simulated multi-specialty patient encounters—spanning primary care, orthopedics, cardiology, obstetrics, and emergency medicine—achieving 85% or higher code accuracy verified against an answer key derived from current ICD-10-CM and CPT guidelines.
  1. Receive the capstone case packet (twenty simulated operative notes, SOAP notes, discharge summaries, and ED records); read each record in full and highlight diagnoses, procedures, and modifiers before assigning any codes, practicing the professional habit of reading before coding.
  2. Work through each encounter using current ICD-10-CM tabular and alphabetic index, CPT manual, and HCPCS Level II reference, documenting every code selection with a one-sentence rationale that cites the specific guideline or instructional note that supports it.
  3. Participate in three instructor-facilitated debriefs (one per week) where two or three contested or complex cases are projected and the class works through sequencing, combination codes, and modifier selection together, with discrepancies resolved by citation to AHA Coding Clinic guidance or CPT Assistant.
Current-year ICD-10-CM manual, current-year CPT manual, HCPCS Level II reference, AHA Coding Clinic back-issues (instructor-provided excerpts), CPT Assistant excerpts, capstone case packet (instructor-prepared simulated records), EHR training environment login, coding worksheet templates, highlighters and annotation supplies.Instructor scores each completed encounter worksheet against the answer key; students must achieve 85% or higher aggregate code accuracy (correct principal/primary code, secondary codes, and required modifiers) across all twenty encounters to advance. Students scoring below 85% remediate up to five cases with instructor guidance and resubmit once before Lesson 2 begins.
2Claim Preparation, Compliance Audit, and EHR Documentation42labUsing their coded capstone encounters, students prepare accurate CMS-1500 and UB-04 claim forms in the practice management software, conduct a self-audit against a compliance checklist, and produce a written compliance summary that identifies errors, their risk level, and the corrective action taken.
  1. Enter coded diagnoses, procedures, modifiers, and patient demographic and insurance data into the practice management software for ten selected capstone cases, generating electronic claim files; run the software's built-in claim scrubber and interpret every edit flag, correcting errors before printing a final clean claim for each case.
  2. Apply a structured compliance audit tool—covering medical necessity, correct modifier use, unbundling, upcoding indicators, and HIPAA minimum-necessary standards—to review five of the ten completed claims, flagging any finding and classifying it as low, moderate, or high risk using OIG audit methodology language.
  3. Draft a two-page written compliance summary that lists each finding, cites the applicable guideline or regulation (HIPAA, payer policy, CMS transmittal, or AMA CPT rule) in general terms, proposes a corrective action, and includes a personal compliance statement affirming the student's ethical commitment to accurate billing.
Practice management software (training environment), CMS-1500 blank forms, UB-04 blank forms, compliance audit checklist (instructor-prepared), OIG Work Plan summary (current year, CMS website printout), HIPAA Privacy Rule summary reference, payer policy excerpts (Medicare LCD samples), student coding worksheets from Lesson 1.Instructor reviews each set of ten claim forms: all mandatory fields must be complete and consistent with coded data, and the claim scrubber must show zero remaining errors on final submission. The compliance summary is graded on a rubric (accuracy of findings, correct citation of authority, clarity of corrective action, professional tone); a score of 80% or higher on the rubric is required to advance.
3Portfolio Assembly and Peer Review36practiceStudents assemble a complete, professionally organized billing and coding portfolio containing annotated work samples, a resume and cover letter, a personal compliance statement, and a reflective narrative, then receive structured peer feedback and revise the portfolio before final submission.
  1. Organize portfolio contents according to a provided template: title page, table of contents, personal compliance statement, annotated coding samples (minimum six encounters with margin annotations explaining key decisions), three clean claim forms with a brief explanatory memo for each, compliance audit summary from Lesson 2, resume tailored to entry-level billing and coding positions, and a two-page reflective narrative addressing growth across the program and readiness for credentialing.
  2. Exchange completed draft portfolios with a peer using a structured peer-review rubric that evaluates completeness, accuracy of annotations, professional formatting and language, and the strength of the reflective narrative; write a minimum one-page written response to your reviewer's feedback, identifying which changes you will make and why.
  3. Meet individually with the instructor for a fifteen-minute mid-portfolio conference; instructor uses the same rubric to give formative feedback on the draft, and student submits a revision plan in writing within 48 hours, then produces the final portfolio for the oral defense.
Portfolio template and assembly guide (instructor-prepared), peer-review rubric, professional formatting guide (margins, fonts, headings), resume and cover letter samples from a medical billing context, word processing software, printer and binder or electronic submission platform, annotated coding samples from Lessons 1 and 2.Instructor evaluates the final submitted portfolio against the rubric before the oral defense; all required sections must be present and the portfolio must score 80% or higher overall, with no section scoring below 70%, to qualify the student for the oral defense. Incomplete portfolios are not accepted for defense.
4Integrated Capstone Defense and Debrief30labStudents defend their portfolio and coding decisions in a structured twenty-minute oral examination before a two-person panel, accurately answering questions that require them to cite coding guidelines, compliance principles, and billing rules, and then participate in a program-wide debrief that consolidates learning for credentialing exam preparation.
  1. Deliver a five-minute structured opening to the panel summarizing the most complex coding and billing decisions in the portfolio, explaining the logic applied and the references consulted, without reading directly from notes.
  2. Respond to a minimum of ten panel questions drawn from four domains—ICD-10-CM coding guidelines, CPT/HCPCS selection and modifier use, claim accuracy and payer rules, and HIPAA/compliance—with answers that cite specific coding principles or reference sources by name; the panel probes one or two answers with follow-up questions to assess depth of understanding.
  3. Participate in the group debrief session immediately following all individual defenses: reflect in writing on three things learned during peer defenses, identify two personal knowledge gaps to address in Certification Exam Preparation (Course 10), and set one measurable professional goal to pursue during the Clinical Practicum (Course 9).
Completed final portfolio (student's own), oral defense scoring rubric (two-rater version), panel question bank (instructor-held), current ICD-10-CM, CPT, and HCPCS references available for student use during defense, timer, debrief reflection worksheet.Both panelists score the defense independently using the rubric across four domains; scores are averaged and the student must achieve 80% or higher overall with no domain below 70% to pass. A student who does not meet the standard is given one opportunity to repeat the defense within five school days after targeted remediation with the instructor.
Assessments
AssessmentTypeWeightPass standardMethod & rubric
Integrated Billing and Coding Case ProjectProject60%85% aggregate code accuracy across all twenty encounters; all ten claim forms submitted with zero scrubber errors; compliance summary scored 80% or higher on the rubricA multi-component graded project encompassing the twenty-encounter coding sprint, ten complete claim forms, and the written compliance audit summary produced across Lessons 1 and 2; this project constitutes the core work product of the capstone and demonstrates integrated application of coding, billing, and compliance competencies in a simulated professional workflow.
Meets specification · Within estimate · Workmanship · Safety · Documentation
Professional Portfolio SubmissionPortfolio20%80% or higher overall on the portfolio rubric with no individual section below 70%; all required components present and completeA formal, organized portfolio containing annotated coding samples, clean claim forms with explanatory memos, the compliance audit summary, a resume and cover letter, a personal compliance statement, and a two-page reflective narrative; the portfolio is assessed for accuracy, professional presentation, completeness, and the quality of the student's reflection on their own growth and credentialing readiness.
Completeness · Organization · Evidence quality
Capstone Oral DefenseOral / panel20%80% or higher average score across both panelists with no domain scoring below 70%; one repeat defense opportunity if standard is not met on first attemptA twenty-minute structured oral examination before a two-person panel in which the student presents and defends the portfolio's key decisions, responds to at least ten domain-specific questions covering ICD-10-CM, CPT/HCPCS, claims, and compliance, and demonstrates the ability to cite coding and regulatory authority under real-time questioning; this assessment maps directly to the applied reasoning skills tested in the AAPC CPC and AHIMA CCA credentialing examinations.
Explains decisions · Answers technical questions · Professional communication
HLT-MEDI67-09 Externship / clinical

Clinical Practicum: Supervised Medical Billing & Coding Externship

243 hr · $970 COMPLIMENTARY

Students complete 243 supervised hours at an approved healthcare or billing-service worksite, applying ICD-10-CM, CPT, HCPCS, insurance claims, EHR, and compliance skills under the direct oversight of a credentialed coding or billing professional. The externship bridges classroom instruction and entry-level employment by immersing students in real patient-encounter workflows, payer-specific claim submission, and workplace professionalism standards. A structured employer evaluation and a reflective practice log document competency attainment across all credential exam domains covered by the AAPC CPC and AHIMA CCA.

Outcomes
Course text

Students complete 243 supervised hours at an approved healthcare or billing-service worksite, applying ICD-10-CM, CPT, HCPCS, insurance claims, EHR, and compliance skills under the direct oversight of a credentialed coding or billing professional. The externship bridges classroom instruction and entry-level employment by immersing students in real patient-encounter workflows, payer-specific claim submission, and workplace professionalism standards. A structured employer evaluation and a reflective practice log document competency attainment across all credential exam domains covered by the AAPC CPC and AHIMA CCA.

How the course runs. 4 blocks: Practicum Orientation and Site Integration; Supervised Coding and Claims Processing; Compliance, Documentation Quality, and Professional Communication; Practicum Closure, Employer Evaluation, and Log Submission.

What competent looks like. Assign accurate ICD-10-CM diagnosis codes and CPT/HCPCS procedure codes to actual patient encounters under qualified supervision, achieving a site-supervisor accuracy rating of at least 80 percent. Submit or audit complete CMS-1500 and/or UB-04 claims through the site's practice management or EHR system in compliance with payer guidelines and HIPAA privacy rules. Identify and escalate potential compliance concerns—including upcoding, unbundling, or missing documentation—to the supervising coder or compliance officer following the site's established reporting protocol. Demonstrate professional conduct, punctuality, and communication skills sufficient to earn a passing employer evaluation across all rated workplace-readiness competencies. Maintain a reflective practice log that maps each week's worksite tasks to specific AAPC CPC and AHIMA CCA exam domains, providing evidence of breadth across coding, reimbursement, and compliance content areas. Apply medical terminology, anatomy, and clinical documentation knowledge to interpret provider notes, operative reports, and discharge summaries accurately in a live clinical or administrative environment.

Lessons · 4 blocks
#LessonHrTypeObjectiveActivitiesMaterialsCheck
1Practicum Orientation and Site Integration30fieldStudents orient to the externship site's workflows, systems, and compliance expectations and document their orientation activities in the practice log before beginning independent supervised tasks.
  1. Complete the site's required onboarding activities—including HIPAA confidentiality agreement signing, facility-specific privacy and security training, and a supervised tour of the billing or health information department—and record each step with date and supervisor initials in the practice log.
  2. Shadow the supervising coder or biller for a minimum of three full work sessions, documenting at least five distinct workflow steps observed (e.g., charge capture, code assignment, claim scrubbing, denial posting) and linking each to the relevant CPC or CCA exam domain in the log.
  3. Meet with the site supervisor to establish a written learning plan that identifies the procedure types, payer mix, and EHR system the student will encounter, then review the employer evaluation rubric together so expectations are mutually understood before week two begins.
Site onboarding packet; HIPAA confidentiality agreement form; facility EHR or practice management system login credentials; AAPC CPC Exam Content Blueprint and AHIMA CCA Exam Content Outline (student copies); school-issued practice log template; student externship handbook.Supervisor confirms via signed orientation checklist that the student has completed all required onboarding steps, observed at least three workflow sessions, and submitted an approved written learning plan by the end of the 30th hour; all items must be marked complete for the student to advance to independent supervised tasks.
2Supervised Coding and Claims Processing150fieldStudents independently assign ICD-10-CM, CPT, and HCPCS Level II codes to patient encounters and process or audit claims under direct supervision, achieving a coding accuracy rate of at least 80 percent as measured by weekly supervisor spot-checks.
  1. Code a minimum of 15 patient encounters per week—drawn from the site's actual encounter volume in outpatient, professional fee, or health information settings—using the facility's encoder or manual code books; submit each coded record for supervisor review and document any corrections with rationale in the practice log, mapping each corrected error to the applicable CPC or CCA domain.
  2. Process or audit at least 10 complete CMS-1500 or UB-04 claims per week through the site's practice management or clearinghouse system, verifying patient demographic data, modifier assignment, and payer-specific billing rules; document denial reasons encountered and the corresponding resolution steps taken.
  3. Participate in at least two denial management or accounts-receivable review sessions with the billing team, tracing denied claims back to their root cause (coding error, eligibility issue, or missing documentation), and record findings in the practice log with a proposed corrective action for each denial reviewed.
Site encoder software or current-year ICD-10-CM, CPT, and HCPCS Level II code books; practice management or EHR system; CMS-1500 and/or UB-04 claim form references; AHA Coding Clinic and AMA CPT Assistant (site subscriptions if available); school-issued practice log; supervisor weekly spot-check tally sheet.Supervisor completes a weekly spot-check tally on a minimum of five coded records per week; the student must maintain a cumulative coding accuracy rate of at least 80 percent correct code assignments (including principal diagnosis, procedure, and modifier) across all weeks in this lesson block; any week below 70 percent triggers a documented remediation plan with the school externship coordinator before the student continues.
3Compliance, Documentation Quality, and Professional Communication43fieldStudents identify documentation deficiencies and potential compliance risks in real patient records and communicate findings appropriately to the supervising professional, demonstrating adherence to HIPAA, payer rules, and the facility's compliance policies.
  1. Review at least 20 provider notes or operative reports for documentation completeness—checking for a legible, dated, and authenticated diagnosis statement; medical necessity support; and correct linkage between diagnosis and procedure—and prepare a written deficiency summary for each incomplete record using the site's query or deficiency process, then present findings to the supervisor for review.
  2. Identify at least three encounters in which a compliance risk is present (such as a missing modifier, a potentially unbundled service, or a procedure lacking documented medical necessity) and document the risk, the applicable official guideline or payer policy, and the recommended corrective action in the practice log without altering the actual record until the supervisor authorizes the change.
  3. Conduct or participate in at least one mock audit of a small batch of coded claims using a structured audit worksheet, calculate the audit accuracy rate, and prepare a one-page written summary of findings and recommendations that the supervisor reviews and signs off on as part of the practice log.
Site compliance policy and procedure manual; current HIPAA Privacy Rule summary (HHS.gov); OIG Work Plan reference (current year); site's internal query or deficiency form; structured audit worksheet template from school externship handbook; practice log.Supervisor evaluates each deficiency summary and compliance risk write-up for accuracy and professional appropriateness; the student must receive a rating of Satisfactory or above on at least 85 percent of submitted deficiency forms, and the mock audit summary must be signed off by the supervisor as factually accurate before this lesson block is marked complete.
4Practicum Closure, Employer Evaluation, and Log Submission20fieldStudents finalize and submit the complete practice log, participate in a structured end-of-externship evaluation with the site supervisor, and conduct a reflective exit conference that maps their documented worksite experience to AAPC CPC and AHIMA CCA exam domains.
  1. Compile the full practice log—including orientation checklist, weekly coding tallies, deficiency summaries, compliance findings, and any additional reflective entries—organize it chronologically, verify that every entry is dated and supervisor-initialed, and submit it to both the site supervisor and the school externship coordinator at least three business days before the scheduled exit conference.
  2. Participate in the formal employer evaluation session in which the site supervisor completes the standardized employer evaluation rubric covering coding accuracy, compliance conduct, professional behavior, communication, attendance, and initiative, then review the completed rubric with the supervisor and sign the acknowledgment section.
  3. Conduct a 30-minute reflective exit conference with the school externship coordinator (in person or via video) in which the student presents a one-page domain-coverage map showing which CPC and CCA exam content areas were practiced during the externship, identifies any gaps in coverage, and proposes specific study priorities for the Certification Exam Preparation course.
Complete assembled practice log; school-issued employer evaluation rubric; AAPC CPC Exam Content Blueprint and AHIMA CCA Exam Content Outline; domain-coverage map template from school externship handbook; video conferencing platform if remote.The practice log is accepted only if it is complete, legible, chronologically organized, and contains supervisor initials on all required entries; the employer evaluation must show a passing composite score (defined in the clinical_eval assessment below); and the domain-coverage map must account for at least 10 distinct CPC or CCA exam content areas with supporting log entries before the student receives a passing grade for this lesson.
Assessments
AssessmentTypeWeightPass standardMethod & rubric
Employer Evaluation of Clinical CompetencyClinical evaluation70%A composite score of at least 75 out of 100 on the standardized employer evaluation rubric, with no individual domain rated below Needs Improvement (the lowest rating level); any domain rated below Satisfactory triggers a written remediation conference with the school externship coordinator.The site supervisor completes the school's standardized employer evaluation rubric at the conclusion of the externship, rating the student on six domains: coding accuracy, compliance and ethics conduct, EHR and practice management system proficiency, professional communication and interpersonal skills, attendance and punctuality, and initiative and adaptability. The rubric uses a four-level scale (Exemplary, Proficient, Satisfactory, Needs Improvement) converted to a 100-point composite score, and the completed rubric is co-signed by the student and submitted to the school externship coordinator as the primary credential of externship passage.
Competency · Safety · Attendance · Conduct · Initiative
Reflective Practice LogLog30%The log must contain a minimum of 243 documented hours with supervisor initials, at least 10 distinct CPC or CCA exam content domains represented by dated entries, a coding accuracy tally showing a cumulative rate of at least 80 percent across all supervisor spot-checks, and a completed domain-coverage map; any missing section results in an Incomplete until resubmitted and accepted.The student maintains a cumulative practice log throughout all 243 externship hours, recording daily tasks, coding volume, accuracy results, compliance observations, deficiency and audit activities, and reflective notes that link each worksite experience to specific AAPC CPC and AHIMA CCA exam content areas. The completed log serves as both a formative accountability tool reviewed by the supervisor weekly and a summative artifact evaluated by the school externship coordinator at program end, providing documented evidence that the student engaged in breadth of coding and billing practice sufficient to support success in the Certification Exam Preparation course.
Complete · Verified
HLT-MEDI67-10 Exam prep

Certification Exam Preparation: CPC and CCA

68 hr · $680 COMPLIMENTARY

This course provides a structured, exam-mapped review of every content domain tested on the AAPC CPC and AHIMA CCA certification examinations, using timed practice sets, case-based coding simulations, and full-length mock exams. Learners identify personal weak areas through diagnostic analysis and apply targeted remediation before sitting for their chosen credential. Emphasis is placed on exam strategy, time management across large code-set questions, and the accurate use of approved reference materials under exam-like conditions.

Outcomes
Course text

This course provides a structured, exam-mapped review of every content domain tested on the AAPC CPC and AHIMA CCA certification examinations, using timed practice sets, case-based coding simulations, and full-length mock exams. Learners identify personal weak areas through diagnostic analysis and apply targeted remediation before sitting for their chosen credential. Emphasis is placed on exam strategy, time management across large code-set questions, and the accurate use of approved reference materials under exam-like conditions.

How the course runs. 4 blocks: Diagnostic Baseline and Exam Blueprint Analysis; Domain-by-Domain Targeted Review: Coding Systems and Guidelines; Reimbursement, Compliance, and Exam-Strategy Review; Full-Length Mock Certification Examinations.

What competent looks like. Accurately assign ICD-10-CM diagnosis codes, CPT procedure codes, and HCPCS Level II codes for multi-system patient cases at a passing performance level on timed practice sets. Demonstrate correct application of coding guidelines, modifiers, bundling rules, and medical necessity principles across all major body systems and service types tested on the CPC and CCA exams. Analyze personal diagnostic data from practice sets to identify weak content domains and implement a targeted study plan that raises performance to passing thresholds. Complete a full-length, timed mock CPC examination and a full-length, timed mock CCA examination, each scored at or above each credentialing body's published passing standard. Navigate approved code books and digital references efficiently under timed conditions, applying alphabetic index look-up, tabular verification, and guideline cross-referencing within realistic per-question time limits. Explain exam-day procedures, eligibility requirements, and professional conduct expectations for both the AAPC CPC and AHIMA CCA credentialing processes.

Lessons · 4 blocks
#LessonHrTypeObjectiveActivitiesMaterialsCheck
1Diagnostic Baseline and Exam Blueprint Analysis10practiceThe learner will complete a scored diagnostic practice set covering all major exam content domains and produce a written gap analysis that maps personal error patterns to specific CPC and CCA exam blueprint areas.
  1. Complete a 60-question timed diagnostic practice set drawn proportionally from ICD-10-CM, CPT (E/M, surgery, radiology, pathology, medicine), HCPCS, compliance, and reimbursement topics; score and record results by domain.
  2. Retrieve and annotate the current AAPC CPC candidate guide and AHIMA CCA candidate guide to map each exam content area, approximate question weighting, and approved reference materials, then align personal diagnostic errors to specific blueprint categories.
  3. Draft an individual study plan on a provided template that lists each weak domain (below 70% accuracy), assigns remediation resources from prior course materials and AAPC/AHIMA practice question banks, and sets a daily hour target for Lessons 2 and 3.
AAPC CPC Candidate Guide (current edition), AHIMA CCA Candidate Guide (current edition), ICD-10-CM code book (current year), CPT code book (current year, professional edition), HCPCS Level II code book (current year), diagnostic practice question bank (instructor-curated), individual study plan template, calculator (where permitted by exam rules)Learner submits a completed gap analysis correctly identifying at least three weak domains with evidence from diagnostic scores, and a written study plan with specific daily goals; instructor reviews for realistic scope and alignment to exam blueprints — pass requires all three sections present and at least 70% accuracy documented per domain or a corrective plan noted.
2Domain-by-Domain Targeted Review: Coding Systems and Guidelines24practiceThe learner will apply ICD-10-CM Official Guidelines, CPT guidelines, HCPCS coding conventions, and modifier usage to a series of progressively complex case scenarios, achieving at least 70% accuracy on each domain-specific practice block before advancing.
  1. Work through instructor-facilitated review stations rotating through six domains — ICD-10-CM acute and chronic condition coding, outpatient and inpatient guideline distinctions, E/M level selection using current AMA guidelines, surgical CPT coding with modifier application, ancillary services (radiology, pathology, medicine), and HCPCS Level II — completing a 15-question timed block per station and reviewing every incorrect answer using the relevant guideline or code book reference.
  2. Participate in paired case-coding exercises where partners independently code the same operative report, clinic note, or discharge summary, then compare answers, identify discrepancies, and locate the authoritative source that resolves each disagreement, documenting findings on a reconciliation sheet.
  3. Complete three integrative multi-system coding scenarios (for example, a patient encounter involving a fracture, diabetes management, and a screening mammogram) that require simultaneous application of diagnosis coding, procedure coding, modifier selection, and sequencing rules, then self-score using an instructor answer key with rationale.
ICD-10-CM code book (current year), CPT code book (current year, professional edition), HCPCS Level II code book (current year), ICD-10-CM Official Guidelines for Coding and Reporting (current year, CMS/NCHS), AMA CPT guidelines and parenthetical notes, AAPC and AHIMA practice question banks, de-identified operative reports and clinic notes, domain station worksheets, reconciliation sheet template, stopwatch or online timerLearner must achieve at least 70% accuracy on each 15-question domain block before moving to the next station; integrative scenarios are scored with rationale review, and any domain still below 70% after the first attempt requires a second targeted practice block the same session — final lesson sign-off requires all six domains at or above 70%.
3Reimbursement, Compliance, and Exam-Strategy Review14theoryThe learner will correctly apply healthcare reimbursement concepts, claim submission rules, compliance and fraud-and-abuse principles, and evidence-based exam-taking strategies to practice questions representing the business and regulatory content domains of the CPC and CCA exams.
  1. Complete an instructor-led review of reimbursement and claims topics — including payer types, coordination of benefits, claim form fields, remittance advice interpretation, denial management, and revenue cycle concepts — followed by a 20-question practice set with immediate rationale debrief for each item.
  2. Review compliance and regulatory content: HIPAA Privacy and Security rules as they apply to coding staff, fraud and abuse statutes in general terms (False Claims Act concepts, OIG guidelines), coding compliance program elements, and the coder's scope of practice and ethical obligations under AAPC and AHIMA codes of ethics; answer a 15-question scenario-based practice set and discuss why each distractor is incorrect.
  3. Participate in a facilitated session on exam-taking strategy covering time allocation per question (both CPC and CCA have defined total times), how to flag and return to uncertain items, how to use the index versus the tabular efficiently under pressure, the elimination technique for multiple-choice distractors, and how to handle unfamiliar procedure descriptions by reading the CPT descriptor carefully — then practice a 10-question set applying only deliberate strategy without reference books to simulate pure recall questions.
AAPC CPC Candidate Guide, AHIMA CCA Candidate Guide, CMS-1500 and UB-04 form samples (blank), HIPAA summary reference (HHS.gov plain-language overview), OIG Compliance Program Guidance summary, AAPC Code of Ethics, AHIMA Code of Ethics, instructor-prepared reimbursement and compliance review slides, practice question sets with answer rationale, timerLearner scores at least 70% on the reimbursement practice set and at least 70% on the compliance practice set; strategy session is checked by instructor observation of deliberate process (index use, flagging behavior, elimination) during the 10-question timed drill — learners below 70% on either scored set complete a focused re-review with the instructor before the mock exam lesson.
4Full-Length Mock Certification Examinations20practiceThe learner will complete one full-length mock CPC examination and one full-length mock CCA examination under timed, closed-book conditions matching each credentialing body's actual exam rules, then conduct a scored item-by-item debriefing to identify remaining gaps and confirm exam readiness.
  1. Sit a full-length mock CPC examination administered under conditions that replicate the actual exam as closely as possible — approved code books available (ICD-10-CM, CPT, HCPCS), the same total time allocation as the live exam, no instructor assistance during the exam period, and answer sheets collected at time's end; score results by content domain immediately after.
  2. Sit a full-length mock CCA examination on a separate day under comparable controlled conditions using approved references and the time limit specified in the current AHIMA CCA candidate guide; score results by content domain and compare performance to the CPC mock to identify credential-specific patterns.
  3. Conduct a structured 90-minute debrief for each mock exam: for every missed item, locate the correct answer in the code book or guideline, write one sentence explaining the rule that applies, and flag the domain for any area still below passing threshold; complete an updated readiness checklist confirming which credential to sit first, planned exam date, and any remaining self-study tasks before exam day.
Full-length mock CPC examination (AAPC-aligned, instructor-curated or licensed question bank), full-length mock CCA examination (AHIMA-aligned, instructor-curated or licensed question bank), ICD-10-CM code book (current year), CPT code book (current year, professional edition), HCPCS Level II code book (current year), answer sheets, domain score tracking grid, item debrief worksheet, exam readiness checklist, timer, quiet proctored testing roomPass standard for this lesson mirrors the credentialing bodies' published benchmarks: learners are encouraged to reach at least 70% overall on each mock exam (consistent with general industry guidance on passing thresholds) with no single major domain below 60%; learners who do not meet this benchmark receive a written remediation assignment targeting weak domains and may request an additional instructor-supervised practice session before scheduling their live exam — the instructor completes a readiness sign-off form for each learner.
Assessments
AssessmentTypeWeightPass standardMethod & rubric
Mock Certification Examinations (CPC and CCA)Mock certification exam100%A score of at least 70% overall on each full-length mock examination, with no single major content domain below 60%, consistent with general industry guidance on certification passing thresholds; learners who do not meet this standard complete documented remediation and a focused re-test before instructor sign-off for exam eligibility.Learners complete one full-length mock CPC examination and one full-length mock CCA examination administered under timed, proctored conditions that replicate the live credentialing exams, using only approved code books and no instructor assistance. Each mock exam is scored by domain, debriefed item by item, and used to produce a final readiness determination that authorizes the learner to schedule their live credential examination with AAPC or AHIMA.
Score · Time management
Program completion

External credential: AAPC CPC; AHIMA CCA

Students sit the AAPC Certified Professional Coder (CPC) exam administered by AAPC and the Certified Coding Associate (CCA) exam administered by the American Health Information Management Association (AHIMA). Pass standard: Credential issued by the body.

Back to Medical Billing & Coding · How the school gets authority to award these credentials