21st Century Instructional Guide for Career Technical Education
Medical Office Management
Business and Marketing Cluster
Title:
Medical Office Management (WVEIS 1443)
Standard Number:
BE.S.MOM.1
Essential
Questions:
Objective Number:
BE.O.MOM.1.1
Administrative Medical Assistant Career Responsibilities
Students will analyze the professional and career responsibilities of the medical assistant.
How has technology changed the responsibilities?
Students will
research employment opportunities for
administrative medical assistants.
Learning Plan & Notes to Instructor:
Students can conduct Internet research on
employment opportunities for administrative medical
assistants. Suggested websites include:
www.dalstromandcompany.com
www.kellyservices.com
www.manpower.com
www.americasemployers.com
www.ajb.dni.us
www.careerbuilder.com
www.career.com
www.careercraft.com
www.careermag.com
www.bls.gov
Students can conduct surveys and interview medical
office employees within the community. Invite local
medical office employees as guest speakers to the
classroom.
Develop a blog or wiki for students to share
comments.
Students can compete in the FBLA competitive
events related to employment such as Electronic
Career Portfolio or Job Interview.
1
BE.O.MOM.1.2
discuss and identify advantages of a
professional affiliation and investigate
certification options for medical office
personnel.
Research certifications available in the medical office
such as a Medical Transcriptions or Coder.
Use the Internet to research professional
organizations for the medical profession. Compare
and discuss the organizations considering some of
these as advantages:
 professional networking opportunities
 opportunities for continuing
education/professional development
 member benefits (i.e. insurance, updates)
Compile information on a spreadsheet to identify the
various certification options in the medical office field.
Consider the following categories for the
spreadsheet.
 licensure
 accreditation
 certification
 registration
BE.O.MOM.1.3
identify interpersonal skills needed by the
administrative assistant.
The students can develop an interactive media
presentation on a career choice. The presentation
should have information replaced to education,
salary, certifications, and benefits of the job.
The students can role play a variety of office
scenarios. The teacher can create a blog or wiki for
students to blog comments related to the role play.
Students should make a comment and then respond
to at least 2 other blogs.
Discuss interpersonal skills to include
 ability to communicate
 empathy
 dedication
 commitment
2


integrity
friendliness.
Winning Ways With Patients is a recommended
reading to reinforce these concepts. Invite a guest
speaker from the medical office.
Investigate continuing education requirements for
recertification by various organizations. Discuss the
importance of the following:
 maintain certification
 CEUs
o 1 hour of continuing education (CEU) =
1hour of activity (contact hour)
BE.O.MOM.1.4
identify the purpose and types of continuing
education.
Standard Number:
BE.S.MOM.2
Essential
Questions:
Objective Number:
BE.O.MOM.2.1
Legal and Ethical Medical Procedures
Students will analyze medical ethics and legal responsibilities
Why is accurate patient information necessary in health care?
Students will
develop proper procedures for selecting,
preparing, and releasing patient information.
Learning Plan & Notes to Instructor:
Using interactive media, the teacher can introduce
and illustrate the proper terminology and techniques
for preparing patient information. Students will
locate specific files according to filing rules.
Students will complete a patient registration form for
themselves and then complete the form on another
student.
Collect patient registration forms from local offices.
Have the students to compare and contrast the
information from the forms.
Use interactive media to discuss consent forms.
Students can prepare consent forms and/or
authorization forms.
3
Students will research rules and methods of
releasing patient information and prepare a
presentation or report. Selecting either the manual
method following filing rules and protocol or the
electronic method utilizing software specific search
Use interactive media to present the following
information to students. Students can prepare the
following:
 patient registration form
 patient medical history
 physical examination
 progress or chart notes
 medical reports
 lab reports
 lab log (or other method of maintaining lab
results)
releasing
 HIPAA
 patient consent forms
 authorization forms
 confidentiality
 mandated reporting (to Department of Health)
 follow state statutes
BE.O.MOM.2.2
identify the criteria for preventing medical
professional liability litigations as they apply to
employees.
Create a word wall to learn legal terminology.
Conduct class discusses and utilize the Internet to
understand the following as applied to the medial
field:
 criminal law
 civil law
o torts
 intentional
 negligent
legal terms and guidelines
4


BE.O.MOM.2.3
investigate the main goals of HIPAA.
maintain confidentiality
prepare and maintain accurate medical
records and documentation
 follow release of information guidelines
 follow employer’s established policies
 follow legal guidelines
 maintain and dispose of regulated substances
in compliance with government guidelines
 practice within the scope of training
 recognize professional credentialing criteria
 help develop or become familiar with office
procedures manuals
Students will research court cases involving
administrative medical assistants. Students will
prepare a presentation on their court cases and
present to the class.
Students will research and investigate the various
goals and purposes of HIPAA. Students will prepare
a presentation on HIPAA to include the main goals
 standardize healthcare between insurance
companies and providers
 protect rights of patients
 improve quality of health care.
Invite an attorney specializing in health care as a
guest speaker. Invite a local medical office manager
or person from the local Health Department as a
guest speaker.
BE.O.MOM.2.4
identify the necessity for a Code of Ethics.
Students can become familiar with the AAMA Code
of Ethics by re-keying it using a word processing
program. Students can debate sections of the Code
of Ethics or blog comments.
Conduct a class debate on the Code of Ethics.
5
Discuss why it was established to provide consistent
ethical standards for medical professionals to follow.
Standard Number:
BE.S.MOM.3
Essential
Questions:
Objective Number:
BE.O.MOM.3.1
BE.O.MOM.3.2
Administrative Tasks
Students will conduct and manage administrative responsibilities.
Why are competent administrative skills necesary?
Students will
demonstrate telephone etiquette when
screening incoming calls and placing outgoing
calls.
apply guidelines of scheduling appointments
Learning Plan & Notes to Instructor:
Discuss the various aspects of telephone etiquette.
Aspects of telephone etiquette to discuss might be:
Incoming calls
 telephone voice
 pronunciation
 enunciation
 tone
 making a good impression
 exhibiting courtesy
 giving undivided attention
 putting a call on hold
 handling different situations
 remembering patients’ names
 checking for understanding
 communicating feeling
 ending the conversation
Outgoing calls
 plan ahead
 double-check the number
 allow sufficient time for an answer
 identify yourself
 be prepared
Students can role-play a variety of situations they
may face in using the telephone in a medical office.
Students can critic the role play to discuss do’s and
don’ts.
Students can interview medical office personnel
6
and proper recording of cancellations and no
shows.
concerning which scheduling system they use and
their policy concerning cancellations and no-shows.
Students can compile their results in a spreadsheet.
Students can research the Internet to find articles
and advertisements on scheduling software. A
spreadsheet can be developed to compare software
specs and pricing.
BE.O.MOM.3.3
demonstrate the correct use of alphabetic,
numeric, and color coding for medical records
filing.
The instructor should consider the following when
presenting information on:
scheduling systems
 computerized
 manual
o stream
o clustered
o single book
o double book
o wave
o modified wave
o open access
o open hours
methods of documenting cancellations and no-shows
 office protocol
Use interactive media to present and discuss the
following filing rules:
alphabetic
 individual names
 prefixes
 hyphenated names
 abbreviated names
 titles and degrees
 married women
 business names
 identical names
numeric
7
 master list or accession record
color coding
 alphabetic
 numeric
BE.O.MOM.3.4
prepare documents from rough draft copy
using proper formatting and editing procedures
using correct medical terminology.
Prepare index cards using a variety of names or
numbers and have students place them in the proper
order. Do this activity electronically.
Students will create documents from selected rough
drafts (i.e. letters, memos, etc.). Students can
prepare documents (handwritten or keyed) to
exchange and key with corrections.
Create a word wall of medical terminology. Use
interactive media to present the terminology.
BE.O.MOM.3.5
BE.O.MOM.3.6
prepare documents from dictation using proper
formatting and editing procedures using
correct medical terminology.
compose written communications for a variety
of situations.
Use purchased videos for students to listen and
learn medical terminology.
Students will create documents from dictation (either
orally or using transcription equipment).
Have local medical personnel to voice record medial
documents for students to transcribe. Have students
to voice record document to transcribe. Students
can review each other’s work for accuracy.
Students will compose electronically a variety of
correspondence (i.e. letters of referral, cancellation
letters, patient reports, and instructions) based on
scenarios, rough drafts, or specific instructions.
Use interactive media to review written
communication guidelines such as:
 know the recipient
 know the purpose
 be concise
 be clear
8



use proper tone
proofread
use reference materials
o dictionary
o medical dictionary
o Physicians’ Desk Reference (PDR)
o English grammar and usage manuals
o spell check
Provide students with a list of items to research or
find in selected reference resources.
BE.O.MOM.3.7
process incoming and outgoing mail, including
electronic mail.
Students will write letters of invitations to medial
office personnel to be speakers for the classroom or
to seek permission for examples of documents.
Invite the local Postmaster to discuss mailing rules,
regulations and processes. Students can discuss
ethics involved with processing and distributing office
mail.
Tour a postal processing facility.
Research netiquette rules for electronic mail.
Discuss the rules and how they apply in the office
and at home.
Conduct discussions and use interactive media to
discuss the following:
incoming mail
 sorting
 recording
 annotating
 distributing
outgoing mail
 sign letters
 prepare envelopes
9


Standard Number:
BE.S.MOM.4
Essential
Questions:
Objective Number:
BE.O.MOM.4.1
folding and inserting
using least expensive/most efficient method
o first-class
o second-class
o third-class
o fourth-class
o priority
o express
o special delivery
o certified mail
o registered mail
Processing Healthcare Insurance Claims
Students will process health insurance claims.
Why is a thorough knowledge of insurance plans necessary?
Students will
describe and differentiate various types of
insurance coverage and insurance plans.
Learning Plan & Notes to Instructor:
Obtain sample EOB statements and have students
evaluate (compare/contrast) the forms.
Invite an insurance agent representing health care
as a guest speaker.
Divide students into groups giving each group a type
of insurance coverage or plan as suggested below.
Students can research the insurance information,
prepare and then give a short oral or written
summary of the findings.
Insurance Coverage’s and Plans
 managed care plans
o HMO – health maintenance
organization
o PPO – preferred provider organization
o IPA – independent practice association
 Government Programs
o Medicare
o Medicaid
10

BE.O.MOM.4.2
BE.O.MOM.4.3
analyze coding as related to procedures and
diagnosis.
complete current insurance claims forms for
various insurance carriers.
o TRICARE
o CHAMPVA
workers’ compensation
Using interactive media the teachers can show
students how to locate procedural and diagnostic
codes using CPT and ICD. Students will describe
the process for locating the correct procedural and
diagnostic codes using CPT and ICD using
interactive media.
Coding (correct usage of codes ensures maximum
reimbursement) procedures
 CPT
diagnosis
 ICD-9
o alphabetic
o tabular
Students will search the Internet for examples of
health insurance claim forms to compare. Students
or Teacher can obtain samples of insurance forms
from local medical offices.
Students will complete health insurance claim forms.
Suggested claim forms to use are:
 X12 837 (electronic)
 CMS -1500 (manual, universal)
 other forms from physicians’ offices
BE.O.MOM.4.4
explain the follow-up process for insurance
claims.
Invite an insurance claims processor as a speaker.
Students will prepare a presentation, and present, on
processes used to follow-up on unprocessed or
unpaid insurance claims. The presentation may
include information on:
 follow-up
 insurance log
11

Standard Number:
BE.S.MOM.5
Essential
Questions:
Objective Number:
BE.O.MOM.5.1
BE.O.MOM.5.2
BE.O.MOM.5.3
insurance pending file system
Meeting and Travel Preparation
Students will plan medical meetings and arrange travel.
Why is planning important to meetings and travel?
Students will
determine guidelines for arranging meetings.
prepare an agenda.
record and prepare minutes of a meeting.
Learning Plan & Notes to Instructor:
Invite a meeting planner to discuss planning
meetings. Related topics or guidelines to discuss
might be:
 verify date and time of meeting
 know number of attendees
 determine duration of meeting
 identify purpose of meeting
 arrange for a meeting room
 obtain necessary equipment
 notify attendees
 develop an agenda
 appoint someone to take minutes
Students will be provided information to format an
agenda using a word processing program; a
template may be used if desired.
Use interactive media to show examples of different
styles of meeting and travel agendas.
Use interactive media to show examples of different
styles of minutes.
Students will finalize meeting minutes from rough
draft.
Students will plan and conduct a mock meeting.
This will include contacting the participants,
12
arranging for a meeting room, obtaining the
necessary equipment, refreshments, preparing an
agenda and keying the meeting minutes.
BE.O.MOM.5.4
BE.O.MOM.5.5
determine guidelines for making travel
arrangements.
develop an itinerary.
Students can plan a career and technical student
organization meeting..
Invite a travel agent as a speaker.
Students can research the Internet to compare and
contrast the various modes of transportation for an
employer to attend an out-of-state conference. All
information can be recorded in a spreadsheet.
Students will be given a scenario for preparing the
travel and hotel accommodations for their employer
to attend a medical conference. Travel plans will
need to include car rental fees. Once these items
are decided, the students will need to prepare a
travel itinerary beginning day of departure to day of
return.
Use Interactive media to show examples of
conference registration forms.
Student discussions can include the following travel
guidelines:
 complete necessary registration forms
 determine whether to contact travel agent
 determine and arrange transportation
 determine and arrange lodging
 prepare itinerary
Students will format an itinerary using a word
processing program (use a template if desired).
Standard Number:
BE.S.MOM.6
Office Management
Students will perform office management skills.
13
Essential
Questions:
Objective Number:
BE.O.MOM.6.1
BE.O.MOM.6.2
BE.O.MOM.6.3
What are the benefits of an employee’s office procedures manual?
Students will
develop an office procedures manual.
apply the principles of ergonomics to the
medial office work area.
maintain an inventory of office forms, supplies,
and equipment.
Learning Plan & Notes to Instructor:
Divide students into groups. Each group of students
will develop a section of an office procedures
manual. Groups will then share (e-mail or transfer
file using appropriate storage method) their section
of the manual to combine the sections to create a
complete manual. Alternatively, start a wiki and
assign students various sections of an office
procedures manual. Students will post their section
of the manual to the wiki.
Request copies of office procedures manuals from
local physician offices; compare and contrast the
manuals.
Students will create a PowerPoint or other media
presentation on the various ergonomic principles
and/or equipment found in a medical office.
Students will research the latest technologies related
to ergonomics and blog their responses on a teacher
created blog. Students should respond to two
additional blogs.
Use an office scenario to create a manual system to
maintain:
 inventory cards
 reorder reminder cards
 labels indicating minimum units
Use an office scenario to create a computerized
inventory system to maintain
Invite a guest speaker or take a field trip (real or
virtual) to a medical office to learn about inventory
systems.
14
BE.O.MOM.6.4
list the benefits of teamwork approach.
Students will research benefits of the teamwork
approach (pros and cons) and prepare a short
presentation and report.
Students will blog their teacher on the research
findings for the presentation or short report.
BE.O.MOM.6.5
BE.O.MOM.6.6
determine effective methods of resolving
conflicts.
analyze various methods of increasing
productivity and time management.
The teacher can divide the class into groups. Each
group would receive an effective and ineffective
approach to teamwork to role play for their peers.
The students will then evaluate each scenario.
Students will research effective conflict resolution
utilizing the Internet and/or other resources.
Students will prepare a short report or presentation,
using the media software of their choice, of their
findings and present to the class or other career and
technical classes.
Students will role play effective methods of
resolutions to conflict. After each role play, students
will critique and agree or disagree on the resolution.
Use interactive media and responders for students to
prioritize office duties given by the immediate
supervisor.
Students will research effective methods of
increasing productivity and time management.
Students will discuss their research.
Standard Number:
BE.S.MOM.7
Essential
Questions:
Objective Number:
BE.O.MOM.7.1
Financial Management
Students will develop financial management skills.
Why have good financial skills?
Students will
obtain necessary information from the patient
for billing and insurance purposes.
Learning Plan & Notes to Instructor:
Students will role play the position of medical office
staff and patient to complete basic information on the
patient, such as:
15
BE.O.MOM.7.2
compute charges and record appropriate
entries for services rendered and charges from
the superbill/charge slip.
A. Registration forms
 name
 address
 phone number
 date of birth
 social security number
 emergency contact
B. Insurance information
 employer
 address
 insurance carrier
 insurance group plan number
 insurance ID number
 name of insured
C. Eligibility for services (copy of card)
D. Coordination of benefits
 primary coverage
 secondary coverage (if necessary)
Use interactive media to demonstrate software for
billing.
Students will calculate total fees based on the
procedure codes listed on the superbill (or
multipurpose billing form). Reminder, if a practice
uses a computerized system, calculation is
automated.
BE.O.MOM.7.3
prepare daily journals.
Students will proof read a billing for accuracy.
daily journal
each item that changes the status of a patient
account is recorded on a daily journal or ledger card
Examples of information recorded might include:
 itemized fees
 insurance claim
 payment received from patient and/or
16
BE.O.MOM.7.4
maintain monthly summary records.
BE.O.MOM.7.5
receive payment for services rendered and
issue receipts.
BE.O.MOM.7.6
reconcile a bank statement.
insurance company
Use interactive media to demonstrate transferring
daily information.
Students will transfer daily information to monthly
journals or statements.
Create student scenarios of each of the following.
Students will role play for class discussions.
Receiving cash
 count carefully and issue a receipt
Receiving checks
 review checks carefully
 endorse checks immediately
Receiving credit card payment
 check expiration date
 complete transaction according to method
used in the practice
After receiving payment
 prepare deposit slips
 make deposits to the bank
Follow up late accounts
Use interactive media to demonstrate the steps to
reconcile a bank statement.
Students will compare items listed on a bank
statement and in a checkbook and make necessary
entries for:
Adjust bank statement balance
 record the bank statement balance on
reconciliation worksheet
 add outstanding deposits
 subtract outstanding checks
 calculate new bank statement balance
Adjust checkbook balance
 add interest earned (if applicable)
17
 subtract bank charges
 calculate new check book balance
Students will compare both balances. If balances do
not match, repeat the process, rechecking all
calculations. Students will assist each other as
needed to find errors.
BE.O.MOM.7.7
prepare statements/bills on appropriate forms.
Utilize simulations that practice banking procedures.
Invite a guest speaker or take a field trip (real or
virtual) to a medical office.
Use interactive media to show the difference types of
manual forms used in medical offices. Some manual
forms that are prepared in physicians’ offices
include:
 invoices
 superbill
 patient ledger cards
 monthly statements
Use interactive media to compare and contract
computerized statements and billing process to
manual processes.
BE.O.MOM.7.8
prepare payroll records.
Students will prepare the appropriate forms for
manual and computerized statements and billings.
Students will complete an office simulation for
payroll. Payroll records should include:
 tax identification numbers
 employee payroll information sheets
 employees’ earnings (gross and net)
 prepare paychecks
 employees’ earnings records
 payroll register
 calculate and file taxes
18
Students can research IRS and State tax charts.
Standard Number:
BE.S.MOM.8
Essential
Questions:
Objective Number:
BE.O.MOM.8.1
BE.O.MOM.8.2
BE.O.MOM.8.3
BE.O.MOM.8.4
BE.O.MOM.8.5
BE.O.MOM.8.6
Employability Skills
Students will identify strategies for job seeking and keeping.
How can I obtain and keep a job?
Students will
complete a job application.
compose a cover letter and resume.
demonstrate skills related to the interviewing
process.
compose a follow-up letter.
compose a letter of refusal of job offer.
discuss the steps to follow in resigning from a
position and compose a letter of resignation.
Learning Plan & Notes to Instructor:
Students will research local newspapers and the
Internet for medical office positions. Utilize Internet
sites such as Monster.com, CareerBuilders.com or
on-line newspapers.
Ask local businesses for a copy of their application
forms and/or use the job application form found in
the FBLA Chapter Management Handbook.
Students will practice completing job application
forms manually and computerized.
Use interactive media to show examples of cover
letters and resume styles. Students will compose a
cover letter and resume.
Students will create a digital portfolio.
Using role play, create a scenario for students to
practice interviewing skills used in the employment
process. Students will use the cover letter and
resume or digital portfolio that was created in
Objective 8.2.
Students will compose a follow-up letter, letter of
refusal for a job offer, and letter of resignation.
Standard Number:
BE.S.MOM.9
Participating in the student organization
Students will participate in the local chapter of a student organization.
19
Essential
Question:
Objective Number:
BE.O.MOM.9.1
BE.O.MOM.9.2
BE.O.MOM.9.3
21st Century Skills
Information and
Communication
Skills:
What are the benefits of a career, technical student organization?
Students will
assess the purposes and goals of the local
student organization.
Learning Plan & Notes to Instructor:
Invite students to participate in an FBLA chapter
event. Invite State FBLA Officer to present at a
chapter meeting or to a class on the activities,
purpose and benefits of membership. Show the
FBLA promotional video located on www.FBLAPBL.org web site. Have students to locate and
discuss the FBLA-PBL goals, mission statement, and
pledge.
discover the benefits and responsibilities of
Invite FBLA-PBL alumni members to be guest
participation in student organization as an
speakers in the classroom and during chapter
adult.
events. Coordinate a chapter event with another
service organization in the community (such as
Lion’s Club, Women’s Club, Jaycees, Rotary, etc.).
demonstrate leadership skills through
Have the local FBLA officer team to develop a
participation in student organization activities
program of work for the school year and form various
such as meetings, programs, and projects.
committees to complete the task using chapter
members. Encourage students to actively participate
in State, regional, and national conferences and vie
for leadership positions.
Learning Skills & Technology Tools
Teaching Strategies
Evidence of
Culminating Activity
Success
21C.O.9Student recognizes information Students use search
Students identify job
12.1.LS1
needed for problem solving,
engines to investigate
possibilities and
can efficiently browse, search,
employment possibilities
recognize applicable
and navigate online to access
for administrative medical networking
relevant information, evaluates assistants.
possibilities and
information based on credibility,
pertinent
social, economic, political
Students will use search
professional
and/or ethical issues, and
engines to research
organizations.
presents findings clearly and
networking and
persuasively using a range of
professional organization
technology tools and media.
opportunities.
20
21C.O.912.1.LS3
21C.O.912.1.TT2
Thinking and
Reasoning Skills:
21C.O.912.2.LS3
Student creates information
using advanced skills of
analysis, synthesis and
evaluation and shares this
information through a variety of
oral, written and multimedia
communications that target
academic, professional and
technical audiences and
purposes.
Student routinely applies
keyboarding skills, keyboarding
shortcut techniques, and
mouse skills with facility, speed
and accuracy.
Student engages in a problem
solving process by formulating
questions and applying
complex strategies in order to
independently solve problems.
Students complete
multimedia presentations.
Completed projects
are judged based on
Business
Presentation
Performance Rating
sheet from the FBLA
Chapter
Management
Handbook.
Students will utilize
Microsoft Word,
PowerPoint, and Excel on
a routine basis to
complete assignments.
Students will use problem
solving skills to decide on
the appropriate software
to use in completing
specific assignments and
projects.
Completed
assignments will
serve as
assessment tool.
Completed
assignments will
serve as
assessment tool.
21
21C.O.912.2.TT3
Personal, and
Workplace, Skills:
21C.O.912.3.TT2
21C.O.912.3.LS3
Student uses multiple
electronic sources of
information and multiple
technology tools and resource
tools (e.g., digital cameras,
graphing calculators, probes,
mp3 players, handheld devices,
other emerging technologies,
simulations, models, browsers,
word processing, authoring
tools, spreadsheets,
databases) to collaborate with
others, to formulate a
hypothesis, to solve problems,
make decisions, and present
and justify the solutions.
Student works collaboratively to
acquire information from
electronic resources, conducts
online research, and evaluates
information as to validity,
appropriateness, usefulness,
comprehensiveness and bias.
Student demonstrates
ownership of his/her learning
by setting goals, monitoring
and adjusting performance,
extending learning, using what
he/she has learned to adapt to
new situations, and displaying
perseverance and commitment
to continued learning.
Students will utilize a
variety of tools to
complete assignments.
Students will conduct
research selecting
sources from an approved
list. They will utilize rubrics
to evaluate the validity,
bias, appropriateness,
usefulness, and
comprehensiveness of the
sites.
Student will set personal
goals and continually
evaluate and adjust to
demonstrate increased
awareness of life-long
learning.
Completed research
rubric and/or report
will serve as
evidence of
research.
Observation of
personal growth will
serve as evidence of
student success.
22
21C.O.912.3.TT4
Student adheres to acceptable
use policy and displays ethical
behaviors related to acceptable
use of information and
communication technology
(e.g., privacy, security,
copyright, file-sharing,
plagiarism); student predicts
the possible cost and effects of
unethical use of technology
(e.g., consumer fraud,
intrusion, spamming, virus
settling, hacking) on culture
and society; student identifies
the methodologies that
individuals and businesses can
employ to protect the integrity
of technology systems.
Learning Skills & Technology Tools
D
Understand concepts,
strategies, and systems
needed to interact effectively
with others.
E
Student understands concepts
and procedures needed for
basic computer operations.
H
Understand concepts and
strategies needed for career
exploration, development, and
growth.
Entrepreneurship
Skills:
Students will sign and
adhere to a school-wide
acceptable use policy.
Ethical use of
technology will serve
as student success.
Teaching Strategies
Culminating Activity
Students will develop
leadership, personal
management,
communication, and job
seeking skills as they
engage in work
assignments.
Students will utilize
computer software and
hardware to complete
assignments.
Evidence of
Success
Observation of
personal growth will
serve as evidence of
student success.
Students successfully
utilize job seeking skills as
they build a professional
portfolio.
Completed digital
portfolio will serve as
an indicator of
student success.
Completed
assignments will
serve as
assessment tool.
23
I
Culminating
Assessment:
Understands the processes
and systems implemented to
facilitate daily business
operations.
Students will demonstrate Observation and
the skills necessary to
completed
effectively manage the
assignments will
day to day operations of a serve as evidence of
medical office.
student success.
Culminating Assessment:
Students will work in a team (or teams depending on class size) to create office procedures manual.
Students will include up-to-date policies and procedures for each administrative procedure performed
in the office, giving step-by-step instructions for performing each task. Assessment will be evaluated
using a rubric.
FBLA-PBL Completive Events
End of Concentration Performance Assessment
Links and Other Resources
Related Websites:
Links and Other
Resources
Add website for Medical terminology
Pathways to Success
http://careertech.k12.wv.us/pathwaystosuccess/
U.S. Department of Labor in the 21st Century
http://www.dol.gov/
Bureau of Labor Statistics
www.bls.gov
American Association of Medical Assistants
www.aama-ntl.org/
America's Career InfoNet
www.acinet.org
America's Job Bank
www.ajb.org
America's Service Locator
24
www.servicelocator.org
CareerOneStop
www.careeronestop.org
Employment & Training Administration
www.doleta.gov
The Job Accommodation Network (JAN)
http://www.jan.wvu.edu
Monthly Labor Review Online: Labor Force Archives
http://www.bls.gov/opub/mlr/indexL.htm#Labor force
Occupational Information Network
www.doleta.gov/programs/onet
Office of Disability Employment Policy
www.dol.gov/odep
Career Voyages
http://www.careervoyages.gov/index.cfm
Workforce West Virginia
https://www.workforcewv.org/
West Virginia Earn A Degree Graduate Early (EDGE)
http://www.wvtechprep.wvnet.edu/edge.htm
West Virginia Career and Technical Education
http://careertech.k12.wv.us/
Books and Periodicals:
CMA Today
Current Procedural Terminology
www.amabookstore.com
25
International Classification of Diseases (current edition)
Complete Office Handbook
The Gregg Reference Manual
ADVANCE for Health Information Professionals
Contacts:
Contacts:
Business Teachers: Utilize K12 Business Marketing Listserv at K12-BUSMKT@listserv.wvnet.edu
Business Coordinator: Abby Reynolds, areynold@access.k12.wv.us
OCTI Assistant Executive Director: Donna Burge-Tetrick
OCTI Executive Director: Gene Coulson
26