This course plan, its lessons and its assessments has not yet been verified by a licensed clinician in the field or by a certification or approval body. It is a study draft and may contain errors. Do not use it to make decisions about any patient or medication. Always follow your instructor, your supervising professional, and current official references and regulations.
VoTechWorks program approval and accreditation are still in progress. Credentials are issued only by the certifying bodies named in each program, after their own exams.
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.
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.
OutcomesThis 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.
| # | Lesson | Hr | Type | Objective | Activities | Materials | Check |
|---|---|---|---|---|---|---|---|
| 1 | Healthcare Workplace Safety and OSHA 10 Certification | 24 | theory | Students 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. |
| OSHA 10-Hour General Industry course materials (OSHA-authorized provider), OSHA Form 300/301 samples, OSHA poster 3165, computer with internet access | Verified 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. |
| 2 | First Aid, CPR, and Medical Emergency Response for the Office | 16 | lab | Students 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. |
| 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 cards | Current 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. |
| 3 | Healthcare Math: Calculations for Billing and Coding | 26 | practice | Students 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. |
| 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. |
| 4 | Technical Reading and Document Literacy in Healthcare Administration | 20 | theory | Students 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. |
| 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 worksheets | Completed 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). |
| 5 | Digital Tools and Health Information Privacy for Billing Staff | 22 | demo | Students 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. |
| 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. |
| 6 | Professional Communication for Billing and Coding Environments | 20 | practice | Students 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. |
| Fictitious patient account scenarios, sample denial reason code list, business letter templates, peer-review rubric, communication scoring rubric, telephone or role-play setup | Balance-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. |
| 7 | Career Readiness, Credentialing Roadmap, and Professional Portfolio | 20 | field | Students 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. |
| 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 folder | Portfolio 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). |
| Assessment | Type | Weight | Pass standard | Method & rubric |
|---|---|---|---|---|
| OSHA, Safety, and HIPAA Knowledge Exam | Written exam | 25% | 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 Exam | Written exam | 25% | 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 Project | Project | 25% | Minimum rubric score of 75% across all four criteria; any credential fact error requires revision before the grade is recorded | Students 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 Defense | Oral / panel | 25% | 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 facts | In 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 |
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.
OutcomesStudents 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.
| # | Lesson | Hr | Type | Objective | Activities | Materials | Check |
|---|---|---|---|---|---|---|---|
| 1 | ICD-10-CM Structure, Conventions, and the Official Guidelines | 10 | theory | Students 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. |
| 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, whiteboard | 10-question identification quiz on conventions and guidelines sections; pass mark 80%. |
| 2 | Alphabetic Index and Tabular List Navigation | 10 | demo | Students 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. |
| Current ICD-10-CM code book, printed operative-report excerpts, stopwatch, answer keys, instructor coding screen projected | 20-item lookup practical; student must achieve 85% accuracy (17/20 correct) with correct lookup sequence documented in margin notes. |
| 3 | Outpatient Coding Guidelines and First-Listed Diagnosis | 12 | theory | Students 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. |
| Current ICD-10-CM code book, printed outpatient encounter notes, Official Guidelines outpatient section handout, index cards, whiteboard | 20-case coding assignment graded for first-listed code selection and required additional codes; pass mark 80% overall with no more than two sequencing errors. |
| 4 | Inpatient Coding Guidelines and Principal Diagnosis | 10 | theory | Students 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. |
| Current ICD-10-CM code book, printed discharge summaries, Official Guidelines inpatient section handout, comparison-chart template | Three-case written assignment; each case graded on principal diagnosis selection, sequencing, and written guideline citation; pass mark 80%. |
| 5 | Coding Neoplasms, Injuries, and External Causes | 14 | lab | Students 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. |
| Current ICD-10-CM code book (Neoplasm Table, Injury/External Cause chapters), pathology-report excerpts, injury vignettes, 7th-character reference card, answer keys | Combined 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. |
| 6 | Coding Chronic and Complex Conditions: Diabetes, Heart Disease, and Hypertension | 14 | lab | Students 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. |
| Current ICD-10-CM code book, diabetes coding worksheet, hypertension/heart coding worksheet, complex patient progress note, Official Guidelines chapter-specific sections | 15-case coding quiz on diabetes, hypertension, and heart conditions; pass mark 80%; sequencing errors on combination codes count as full errors. |
| 7 | Coding Signs, Symptoms, Z Codes, and Encounters for Circumstances Other Than Illness | 12 | practice | Students 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. |
| Current ICD-10-CM code book, encounter vignettes, Z-code categorization worksheet, wellness-visit notes, Official Guidelines Sections I.B and I.C.21 | 20-item written quiz mixing sign/symptom decisions and Z-code assignment; pass mark 80%. |
| 8 | Body-System Chapters: Musculoskeletal, Respiratory, Genitourinary, and Mental Health | 14 | lab | Students 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. |
| Current ICD-10-CM code book, station case packets, laterality worksheet, substance-use hierarchy chart, answer keys | Chapter-station cumulative score (20 cases total across four chapters); pass mark 80% with at least one passing score (80%) from each chapter station. |
| 9 | Coding from Complete Clinical Documentation: Multi-System Cases | 16 | practice | Students 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. |
| Current ICD-10-CM code book, printed multi-page clinical records, code-sheet templates, query-drafting guide, Official Guidelines | Five-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). |
| 10 | ICD-10-CM Exam Readiness: Timed Simulation and Error Analysis | 10 | practice | Students 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. |
| 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 template | Simulation 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. |
| Assessment | Type | Weight | Pass standard | Method & rubric |
|---|---|---|---|---|
| ICD-10-CM Comprehensive Knowledge Examination | Written exam | 25% | 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 Demonstration | Skills demonstration | 45% | 85% code-level accuracy across all records with no unresolved principal/first-listed sequencing errors | Students 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 Log | Log | 15% | 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 Check | Safety audit | 15% | 100% on critical compliance items; overall 80% on full checklist | Students 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 |
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.
OutcomesStudents 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.
| # | Lesson | Hr | Type | Objective | Activities | Materials | Check |
|---|---|---|---|---|---|---|---|
| 1 | CPT Manual Structure and Coding Conventions | 10 | theory | Students will identify the organization of the CPT manual, interpret CPT symbols and conventions, and locate codes using the Index and tabular sections. |
| Current-year AMA CPT Professional Edition, CPT symbol reference card (AMA), highlighters, tab flags, student coding log workbook | Index-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. |
| 2 | Evaluation and Management (E/M) Coding | 16 | theory | Students 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. |
| 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 grid | Six-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. |
| 3 | Surgery Section Coding — General Principles and the Surgical Package | 12 | theory | Students 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. |
| AMA CPT Professional Edition (Surgery section guidelines and subsections), surgical package reference handout, case vignette set (instructor-prepared), student coding log workbook | Scenario analysis worksheet scored at 80% or higher; students must correctly identify billable vs. included services and cite the applicable CPT guideline for each determination. |
| 4 | Surgery Section Coding by Body System | 14 | lab | Students will assign accurate CPT Surgery codes from operative reports and procedure notes across multiple body systems, applying subsection guidelines and parenthetical instructions. |
| 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. |
| 5 | CPT Modifiers — Purpose, Selection, and Application | 12 | demo | Students will select and apply CPT modifiers accurately to reflect altered services, multiple procedures, bilateral procedures, and other reportable circumstances on simulated claims. |
| 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. |
| 6 | Radiology, Pathology/Laboratory, and Medicine Section Coding | 12 | theory | Students will assign CPT codes from the Radiology, Pathology/Laboratory, and Medicine sections, applying section-specific guidelines including professional and technical component rules for radiology. |
| AMA CPT Professional Edition (Radiology, Pathology/Laboratory, Medicine sections), radiology report samples, multi-section worksheet (instructor-prepared), student coding log workbook | Multi-section coding worksheet scored at 80% or higher; radiology component exercise must demonstrate correct modifier logic with written rationale for each case. |
| 7 | HCPCS Level II Coding — Structure, Categories, and Code Assignment | 12 | theory | Students 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. |
| 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. |
| 8 | NCCI Edits, Bundling Rules, and Coding Compliance | 10 | theory | Students 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. |
| CMS NCCI edit tables (CMS.gov, publicly available), OIG Compliance Program Guidance excerpts (HHS.gov), compliance scenario worksheet (instructor-prepared), AMA CPT Professional Edition | Compliance 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. |
| 9 | Integrated Coding Practice — Physician Office and Outpatient Records | 10 | practice | Students 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. |
| 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 workbook | Ten-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. |
| 10 | CPC and CCA Exam Preparation — CPT/HCPCS Domains | 14 | practice | Students 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. |
| 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 template | Timed 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. |
| Assessment | Type | Weight | Pass standard | Method & rubric |
|---|---|---|---|---|
| CPT and HCPCS Knowledge Examination | Written exam | 25% | 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 Demonstration | Skills demonstration | 45% | 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 Portfolio | Log | 15% | All ten lessons represented with complete entries; average accuracy across logged exercises at 80% or higher | Students 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 Check | Safety audit | 15% | 100% correct on all six compliance decision items; no unanswered items permitted | Students 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 |
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.
OutcomesStudents 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.
| # | Lesson | Hr | Type | Objective | Activities | Materials | Check |
|---|---|---|---|---|---|---|---|
| 1 | Word-Part Analysis: Prefixes, Roots, Combining Forms, and Suffixes | 12 | theory | Students 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. |
| 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, whiteboard | 10-question written term-dissection quiz at end of lesson; students must score 85% or higher to proceed; remediation required before Lesson 2. |
| 2 | Anatomical Organization: Directional Terms, Planes, Cavities, and Regions | 10 | theory | Students will correctly apply standard anatomical position, directional terms, body planes, body cavities, and abdominal quadrant/region names to locate structures described in clinical notes. |
| Anatomy coloring book or atlas (Netter's Atlas of Human Anatomy or equivalent), blank body diagram worksheets, clinical excerpt handouts, colored pencils | Labeled diagram submitted and scored: 85% of structures must be correctly placed and named; instructor checks each diagram before lesson 3. |
| 3 | Integumentary System: Skin Layers, Appendages, and Skin-Condition Terminology | 10 | demo | Students 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. |
| 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. |
| 4 | Musculoskeletal System: Bones, Joints, and Movement Terminology | 14 | lab | Students 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. |
| Articulated skeleton model or detailed poster, bone/joint identification lab sheet, radiology and operative report excerpts, movement-terminology illustrated handout, colored pencils | Lab 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. |
| 5 | Cardiovascular and Lymphatic Systems: Heart, Vessels, and Hematologic Terminology | 12 | theory | Students 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. |
| Heart anatomy diagram (blank and labeled), cardiology discharge summary sample, cardiovascular terminology matching handout, ICD-10-CM codebook, whiteboard | Completed 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. |
| 6 | Respiratory and Digestive Systems: Structures, Pathology, and Clinical Terms | 12 | theory | Students 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. |
| Dual-system labeled and blank diagrams, two de-identified clinical notes, medical dictionary, ICD-10-CM tabular list, whiteboard markers | Annotated 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. |
| 7 | Nervous System and Sensory Organs: Brain, Spinal Cord, Eye, and Ear Terminology | 12 | demo | Students 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. |
| Brain model or high-resolution cross-section poster, blank brain diagram, two de-identified operative/clinical notes, terminology crossword puzzle handout with answer key | Annotated diagram scored at 85% accuracy; crossword puzzle scored—students must complete at least 80% correctly; both artifacts collected by instructor. |
| 8 | Genitourinary and Endocrine Systems: Structures, Hormones, and Pathology Terms | 12 | theory | Students 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. |
| Male and female GU system diagrams (blank and labeled), endocrine gland body diagram, two de-identified clinical notes, ICD-10-CM codebook, medical dictionary | Labeling 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. |
| 9 | Clinical Documentation Interpretation: Reading Operative Notes, Discharge Summaries, and SOAP Notes | 14 | practice | Students 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. |
| 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 chapters | Completed 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. |
| 10 | Terminology Integration: Full-System Review and Coding-Relevance Application | 14 | practice | Students 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. |
| 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 timer | 80-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. |
| Assessment | Type | Weight | Pass standard | Method & rubric |
|---|---|---|---|---|
| Medical Terminology and Anatomy Knowledge Examination | Written exam | 25% | 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 Demonstration | Skills demonstration | 45% | Instructor rubric score of 85% or higher across all criteria | Students 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 Log | Log | 15% | All 10 lesson lab sheets and annotated documents submitted; average score across artifacts of 85% or higher | Students 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 Check | Safety audit | 15% | 100% compliance on all checklist items; any failure requires immediate correction and re-check before course credit is awarded | Using 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 |
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.
OutcomesThis 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.
| # | Lesson | Hr | Type | Objective | Activities | Materials | Check |
|---|---|---|---|---|---|---|---|
| 1 | The U.S. Health Insurance Landscape | 10 | theory | Students will correctly classify at least five major payer types and explain how each reimburses providers, demonstrating understanding of plan structures relevant to billing. |
| 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 markers | Exit quiz of 15 multiple-choice questions on payer types and reimbursement models; pass = 80% (12/15 correct) |
| 2 | Patient Registration and Eligibility Verification | 12 | lab | Students 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. |
| Practice management software training module (e.g., Kareo Training or similar simulation environment), sample 271 eligibility response documents, eligibility verification checklist template, student workbook | Graded 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 |
| 3 | The Revenue Cycle: From Encounter to Payment | 10 | theory | Students 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. |
| Revenue cycle flowchart template, AAPC revenue cycle chapter readings, sample accounts receivable aging report (de-identified training copy), whiteboard | Completed, 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 |
| 4 | The CMS-1500 Claim Form: Professional Billing | 14 | practice | Students will complete CMS-1500 claim forms for at least five clinical scenarios with all required fields correctly populated, meeting payer clean-claim standards. |
| 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 module | Five 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 |
| 5 | The UB-04 Claim Form: Institutional Billing | 12 | practice | Students will complete UB-04 claim forms for inpatient and outpatient hospital scenarios, correctly applying revenue codes, condition codes, and occurrence codes as required. |
| UB-04 blank forms (printed and electronic), NUBC revenue code reference list, clinical scenario packets for hospital encounters, billing software training module, instructor answer key | Two 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 |
| 6 | Medicare and Medicaid Billing Rules | 14 | theory | Students 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. |
| CMS Medicare Claims Processing Manual excerpts (public domain), CMS MSP fact sheet, Medicaid coordination of benefits reference sheet, scenario packet, student workbook | Written scenario analysis for all four cases; pass = correct billing determination with accurate rationale on at least three of four scenarios (75%) |
| 7 | Electronic Claims Submission and the Clearinghouse | 12 | demo | Students will submit electronic claims through a simulated clearinghouse environment, interpret 277 claim acknowledgment transactions, and correct at least one rejected claim to clean status. |
| Billing software training module with clearinghouse simulation, sample 837P electronic transaction data set, 277 transaction response samples, claim correction tracking log template | Completed 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 |
| 8 | Explanation of Benefits, Remittance Advice, and Payment Posting | 12 | lab | Students will interpret EOB and ERA documents to post payments, adjustments, and patient balances accurately for a set of ten transactions with no mathematical errors. |
| Sample EOB documents (de-identified), sample 835 ERA transaction sets, patient ledger spreadsheet template, calculator, denial reason code reference list (CARC/RARC), answer key | Completed patient ledger for all ten transactions; pass = 100% mathematical accuracy on payment and adjustment amounts and at least 90% accuracy on patient balance calculations |
| 9 | Claim Denials, Appeals, and Follow-Up | 12 | practice | Students 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. |
| 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 readings | Appeal 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) |
| 10 | Patient Financial Responsibility and Billing Ethics | 13 | theory | Students 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. |
| Sample patient billing statements, EOB calculation worksheet, AAPC Code of Ethics (public document), AHIMA Standards of Ethical Coding (public document), ethics scenario packet, calculator | Calculation 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) |
| Assessment | Type | Weight | Pass standard | Method & rubric |
|---|---|---|---|---|
| Insurance & Claims Knowledge Exam | Written exam | 25% | 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 Demonstration | Skills demonstration | 45% | 90% field accuracy on CMS-1500 with zero errors in patient ID, payer ID, or date of service; 85% field accuracy on UB-04 | Students 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 Log | Log | 15% | Satisfactory rating on all four required entries; at least three entries scored at 90% or above on accuracy metrics | Students 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 Check | Safety audit | 15% | 100% correct identification of the compliant action on all three scenarios; any failure requires remediation and retest before course completion | Students 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 |
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.
OutcomesStudents 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.
| # | Lesson | Hr | Type | Objective | Activities | Materials | Check |
|---|---|---|---|---|---|---|---|
| 1 | The Revenue Cycle Inside an EHR: Architecture and Roles | 10 | theory | Students will describe the end-to-end revenue cycle workflow and identify where each role—coder, biller, clinical staff, compliance officer—interacts with the EHR. |
| Whiteboard, printed revenue cycle diagram, vendor-neutral EHR overview readings (e.g., ONC Health IT resources), student notebooks | Students 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%. |
| 2 | HIPAA Privacy, Security, and the EHR Audit Trail | 13 | theory | Students 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. |
| HHS HIPAA Privacy and Security Rule plain-language summaries, sample audit log printout, sample authorization/release-of-information form, scenario worksheet | Students score at least 80% on a 20-question HIPAA scenario quiz and correctly identify all required elements on a sample authorization form. |
| 3 | Patient Registration, Demographics, and Insurance Verification | 12 | demo | Students 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. |
| Training EHR sandbox (OpenMRS training build or equivalent vendor demo), printed patient intake scenario packets, eligibility verification checklist, student computers | Each 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. |
| 4 | Navigating Clinical Documentation in the EHR | 13 | demo | Students 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. |
| 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. |
| 5 | Assigning and Entering ICD-10-CM and CPT Codes in the EHR | 14 | lab | Students 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. |
| 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 backup | Students achieve 85% or higher code-level accuracy (correct code, correct modifier, correct sequencing) across the ten encounters with all edit corrections documented and justified. |
| 6 | Generating and Scrubbing an Electronic Claim | 13 | lab | Students 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. |
| Training EHR with claims-generation module or clearinghouse trainer software, mock 835/277 response packets, blank CMS-1500 form for reference, student computers | Each 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. |
| 7 | Electronic Remittance Advice and Payment Posting | 10 | practice | Students 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. |
| Mock ERA (835) printouts with varied CARC/RARC codes, CMS CARC/RARC code look-up reference, training EHR payment-posting module, denial work-list template | Students 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. |
| 8 | EHR Reporting Tools for Coding Compliance and Productivity | 12 | practice | Students 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. |
| Training EHR with pre-loaded practice dataset, report-generation module, benchmark reference handout (generic industry ranges), report analysis worksheet, student computers | Written summary correctly interprets all four report outputs with no factual errors and includes two findings with actionable, plausible recommendations; instructor rubric, pass at 80%. |
| 9 | EHR Downtime Procedures, Data Integrity, and System Security | 12 | theory | Students 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. |
| Sample facility EHR downtime policy (generic/de-identified), HIPAA Security Rule summary, role-based access matrix worksheet, scenario cards | Students 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. |
| 10 | Integrated EHR Workflow Simulation: Full Encounter Cycle | 12 | lab | Students 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. |
| 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 computers | Students 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. |
| Assessment | Type | Weight | Pass standard | Method & rubric |
|---|---|---|---|---|
| EHR Concepts and Compliance Knowledge Exam | Written exam | 25% | 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 Demonstration | Skills demonstration | 45% | 85% or higher accuracy across all evaluated workflow stages; zero critical errors in HIPAA compliance steps | Students 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 Log | Log | 15% | All ten lesson lab logs submitted; average instructor rating of 80% or higher on rubric; no missing required fields | Students 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 Check | Safety audit | 15% | 100% correct on all five critical safety and privacy items; overall score 80% or higher on the full 15-item checklist | An 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 |
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.
OutcomesThis 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.
| # | Lesson | Hr | Type | Objective | Activities | Materials | Check |
|---|---|---|---|---|---|---|---|
| 1 | The Compliance Landscape: Why Rules Exist in Healthcare Billing | 10 | theory | Students 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. |
| 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 handout | 10-question multiple-choice quiz on regulatory bodies, statutes, and their scope; pass mark 80%. |
| 2 | False Claims Act, Anti-Kickback Statute, and Stark Law | 14 | theory | Students 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. |
| Plain-language statute summary handouts (OIG-sourced), scenario card set, memo template, AAPC Medical Compliance reference guide | Open-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%. |
| 3 | OIG Compliance Program Elements and the Compliance Plan | 12 | theory | Students 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. |
| Sample compliance plan documents (instructor-created, modeled on OIG small-provider guidance), OIG seven-element reference card, two-column chart worksheet | Individual 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%. |
| 4 | Coverage Policies: LCDs, NCDs, and Medical Necessity | 12 | theory | Students 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. |
| Computer lab with CMS Coverage Database access, printed LCD/NCD excerpts, sample superbills, CMS ABN form sample, ICD-10-CM code book | Practical 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). |
| 5 | Coding Compliance: Upcoding, Unbundling, and Documentation Integrity | 13 | demo | Students 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. |
| EHR simulation software (instructor demonstration), printed chart excerpts, NCCI edit reference (CMS-published), CPT code book, error-type log worksheet | Error 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%. |
| 6 | HIPAA Privacy and Security in the Billing and Coding Workflow | 12 | theory | Students 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. |
| Sample EOB and remittance advice (de-identified), HIPAA 18-identifier reference card, breach notification flowchart handout, HHS.gov HIPAA summary printout | 15-item written quiz covering PHI identifiers, Privacy Rule requirements, Security Rule safeguards, and breach notification steps; pass mark 80%. |
| 7 | Professional Ethics: AAPC and AHIMA Codes of Ethics in Practice | 10 | theory | Students 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. |
| AAPC Code of Ethics (aapc.com printout), AHIMA Code of Ethics (ahima.org printout), Venn diagram worksheet, ethical dilemma case study handouts | Written 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%. |
| 8 | Internal Coding Audit Methodology and Worksheet Design | 14 | lab | Students 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. |
| 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 template | Completed 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%. |
| 9 | Responding to Audits: Corrective Action Plans and Overpayment | 12 | practice | Students 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. |
| CAP template handout, mock audit summary reports, CMS overpayment reporting guidance summary, repayment calculation worksheet, sample disclosure letter template | Completed 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%. |
| 10 | Compliance in Specialty Settings and Emerging Risk Areas | 12 | practice | Students 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. |
| OIG Work Plan (oig.hhs.gov, current year printout), specialty setting matrix worksheet, CMS telehealth billing guidance summary, completed audit worksheets from Lesson 8 | OIG 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%. |
| Assessment | Type | Weight | Pass standard | Method & rubric |
|---|---|---|---|---|
| Compliance Regulation Knowledge Exam | Written exam | 25% | 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 Demonstration | Skills demonstration | 45% | 80% accuracy on error identification and correct audit documentation; CAP rated proficient on all rubric dimensions | Students 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 Log | Log | 15% | All 10 lessons documented with completed activities and instructor sign-off; cumulative error-rate calculation accurate within one percentage point | Throughout 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 Check | Safety audit | 15% | 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 completion | A 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 |
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.
OutcomesStudents 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.
| # | Lesson | Hr | Type | Objective | Activities | Materials | Check |
|---|---|---|---|---|---|---|---|
| 1 | Capstone Case Set Orientation and Multi-Specialty Coding Sprint | 54 | lab | Students 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. |
| 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. |
| 2 | Claim Preparation, Compliance Audit, and EHR Documentation | 42 | lab | Using 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. |
| 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. |
| 3 | Portfolio Assembly and Peer Review | 36 | practice | Students 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. |
| 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. |
| 4 | Integrated Capstone Defense and Debrief | 30 | lab | Students 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. |
| 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. |
| Assessment | Type | Weight | Pass standard | Method & rubric |
|---|---|---|---|---|
| Integrated Billing and Coding Case Project | Project | 60% | 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 rubric | A 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 Submission | Portfolio | 20% | 80% or higher overall on the portfolio rubric with no individual section below 70%; all required components present and complete | A 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 Defense | Oral / panel | 20% | 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 attempt | A 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 |
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.
OutcomesStudents 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.
| # | Lesson | Hr | Type | Objective | Activities | Materials | Check |
|---|---|---|---|---|---|---|---|
| 1 | Practicum Orientation and Site Integration | 30 | field | Students 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. |
| 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. |
| 2 | Supervised Coding and Claims Processing | 150 | field | Students 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. |
| 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. |
| 3 | Compliance, Documentation Quality, and Professional Communication | 43 | field | Students 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. |
| 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. |
| 4 | Practicum Closure, Employer Evaluation, and Log Submission | 20 | field | Students 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. |
| 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. |
| Assessment | Type | Weight | Pass standard | Method & rubric |
|---|---|---|---|---|
| Employer Evaluation of Clinical Competency | Clinical evaluation | 70% | 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 Log | Log | 30% | 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 |
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.
OutcomesThis 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.
| # | Lesson | Hr | Type | Objective | Activities | Materials | Check |
|---|---|---|---|---|---|---|---|
| 1 | Diagnostic Baseline and Exam Blueprint Analysis | 10 | practice | The 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. |
| 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. |
| 2 | Domain-by-Domain Targeted Review: Coding Systems and Guidelines | 24 | practice | The 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. |
| 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 timer | Learner 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%. |
| 3 | Reimbursement, Compliance, and Exam-Strategy Review | 14 | theory | The 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. |
| 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, timer | Learner 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. |
| 4 | Full-Length Mock Certification Examinations | 20 | practice | The 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. |
| 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 room | Pass 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. |
| Assessment | Type | Weight | Pass standard | Method & rubric |
|---|---|---|---|---|
| Mock Certification Examinations (CPC and CCA) | Mock certification exam | 100% | 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 |
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
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