
SimChart for the Medical Office: Learning the Medical Office Workflow - 2025 Edition
- 1st Edition - September 26, 2024
- Imprint: Elsevier
- Author: Elsevier Inc
- Language: English
- Paperback ISBN:9 7 8 - 0 - 4 4 3 - 3 4 8 8 3 - 9
- eBook ISBN:9 7 8 - 0 - 4 4 3 - 3 4 8 8 4 - 6
Get a hands-on introduction to the medical office electronic health record! Learning the Medical Office Workflow, 2025 Edition, provides full access to SimCha… Read more

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Request a sales quoteGet a hands-on introduction to the medical office electronic health record! Learning the Medical Office Workflow, 2025 Edition, provides full access to SimChart® for the Medical Office (SCMO), Elsevier’s educational simulated electronic health record (EHR), plus step-by-step instructions to all the medical assisting simulations. You’ll become acclimated to these simulations by completing more than 50 hours of practice tasks that address essential ABHES and CAAHEP Medical Assisting educational competencies. This procedure manual uses screenshots and best practices to make it easier for you to work through SCMO tasks and assignments in order to master documentation skills and prepare for externship and practice.
- Each task is mapped to the latest Medical Assisting CAAHEP accreditation competencies, as well as applicable ABHES and CAHIIM guidelines, to prepare you for practice.
- Intuitive and realistic learning environment provides you with a safe classroom environment in which to develop key documentation skills.
- UNIQUE! 110 interactive assignments are aligned with ABHES, CAAHEP, and applicable CAHIIM competencies, from front office skills to clinical skills to practice management skills — providing more than 50 hours of documentation practice.
- Step-by-step instructions and accompanying SCMO screenshots help you break down common tasks and learn to work accurately and efficiently.
- Hands-on practice makes it easier to learn core competencies, with scenarios to simulate the real-world administrative duties of the medical assistant.
- Administrative tasks give you practice managing patient scheduling in a multi-doctor practice, documenting a variety of services, processing insurance claims, posting payments, and much more.
- Simulation Playground with instructions and screenshots supplements the prebuilt assignments to give you unlimited practice with the material.
Medical Assisting students • Estimated annual enrollment 199,150 (IPEDS 2022)
- Title of Book
- Cover image
- Title page
- Table of Contents
- Copyright
- To the Instructor
- Organization
- Quick Tips
- Familiarize Yourself with Instructor Resources
- Refer to the Lesson Plan Index
- Review the Assignments and Grading Features
- Release Assignments to Your Course
- Create Your Own Folder Structure
- Review a Graded Assignment
- Allow Students to Reattempt an Assignment
- Students Review and Print Graded Assignments
- 10 Ways to Implement SimChart for the Medical Office
- 1 Register a Patient and Schedule an Appointment
- 2 Correspondence
- 3 Review Legal Documents
- 4 Document Vital Signs
- 5 Differentiate Between Medication Types
- 6 Request Orders and Lab Requisitions
- 7 Code Diagnoses and Procedures
- 8 Explain How a Superbill is Connected to a Claim
- 9 Discuss Accounts Receivable Principles
- 10 Complete a Patient Visit from Beginning to End
- A Note on Patient Birth Dates
- To the Student
- Quick Tips
- Familiarize Yourself With Student Resources
- Review the Assignments
- Follow Your Instructor’s Lead
- Access the Simulation
- Save Your Work
- Review Assignment Details and Complete Simulation
- Answer All Quiz Questions to Submit Assignment
- Check Your Work
- Review Graded Assignment Upon Completion
- Use Available Resources
- Teamwork
- Be Considerate
- Be Professional
- Work Ethic
- Job Readiness Skills
- Positive Mental Attitude
- Time Management
- Lifelong Learning
- Dressing for Success
- Resume Building
- Unit 1. Navigating SimChart for the Medical Office
- About SimChart for the Medical Office
- Modules
- Simulation Playground
- Encoder
- Info Panel
- Assignment Overview
- Medical Office Workflow Tasks
- 1 Register a Patient
- 2 Schedule an Appointment
- 3 Prepare Patient and Office Communication
- 4 Prepare Patient and Office Forms
- 5 Create a Phone Encounter
- 6 Create a New Office Visit
- 7 Document in an Existing Office Visit
- 8 Document an Allergy
- 9 Document a Chief Complaint
- 10 Document a Health History
- 11 Document an Immunization
- 12 Document a Medication
- 13 Document an Out-of-Office Order
- 14 Prepare a Medication Prescription
- 15 Order a Requisition
- 16 Document Patient Education
- 17 Document Preventative Services
- 18 Document Problem List
- 19 Document Progress Notes
- 20 Document Vital Signs
- 21 Complete a Superbill
- 22 Submit a Claim
- 23 Update a Ledger
- 24 Complete a Day Sheet
- Unit 2. Front Office
- Module Overview
- 1 Schedule Appointment for Talibah Nasser
- Objectives
- Overview
- Competencies
- Measurable Steps
- 2 Schedule Appointment for Celia Tapia
- Objectives
- Overview
- Competencies
- Measurable Steps
- 3 Prepare Scheduling Matrix
- Objectives
- Overview
- Competencies
- Measurable Steps
- 4 Schedule Appointment and Prepare Appointment Reminder Letter for Amma Patel
- Objectives
- Overview
- Competencies
- Measurable Steps
- 5 Prepare Certificate to Return to Work for Diego Lupez
- Objectives
- Overview
- Competencies
- Measurable Steps
- 6 Prepare Medical Records Release Form for Daniel Miller
- Objectives
- Overview
- Competencies
- Measurable Steps
- 7 Complete Incident Report for Celia Tapia
- Objectives
- Overview
- Competencies
- Measurable Steps
- 8 Complete Incident Report for Employee
- Objectives
- Overview
- Competencies
- Measurable Steps
- 9 Complete Incident Report for Medical Office Evacuation
- Objectives
- Overview
- Competencies
- Measurable Steps
- 10 Prepare Office Memorandum
- Objectives
- Overview
- Competencies
- Measurable Steps
- 11 Complete Office Inventory Form
- Objectives
- Overview
- Competencies
- Measurable Steps
- 12 Complete New Patient Registration for Malcolm Little
- Objectives
- Overview
- Competencies
- Measurable Steps
- 13 Update Demographics and Complete Advance Directive Form for Amma Patel
- Objectives
- Overview
- Competencies
- Measurable Steps
- 14 Schedule Appointment and Prepare New Patient Forms for Al Neviaser
- Objectives
- Overview
- Competencies
- Measurable Steps
- 15 Schedule Appointment and Prepare New Patient Forms for Ella Rainwater
- Objectives
- Overview
- Competencies
- Measurable Steps
- 16 Schedule Appointment and Prepare Appointment Reminder Letter for Anna Richardson
- Objectives
- Overview
- Competencies
- Measurable Steps
- 17 Send Missed Appointment Email to Ella Rainwater
- Objectives
- Overview
- Competencies
- Measurable Steps
- 18 Complete New Patient Registration and Schedule Appointment for Lisa Rae
- Objectives
- Overview
- Competencies
- Measurable Steps
- 19 Prepare Referral Form for Ella Rainwater
- Objectives
- Overview
- Competencies
- Measurable Steps
- 20 Prepare Prior Authorization Request Form for Mora Siever
- Objectives
- Overview
- Competencies
- Measurable Steps
- Unit 3. Clinical Care
- Module Overview
- 21 Schedule Appointment and Order X-Ray for Mora Siever
- Objectives
- Overview
- Competencies
- Measurable Steps
- 22 Schedule Appointment and Order Procedures for Aaron Jackson
- Objectives
- Overview
- Competencies
- Measurable Steps
- 23 Prepare Order and Medical Records Release Form for Norma Washington
- Objectives
- Overview
- Competencies
- Measurable Steps
- 24 Schedule Appointment and Update Problem List for Ella Rainwater
- Objectives
- Overview
- Competencies
- Measurable Steps
- 25 Upload Test Results and Prepare Lab Results Letter for Julia Berkley
- Objectives
- Overview
- Competencies
- Measurable Steps
- 26 Update Problem List and Document Vital Signs for Aaron Jackson
- Objectives
- Overview
- Competencies
- Measurable Steps
- 27 Update Problem List for Johnny Parker
- Objectives
- Overview
- Competencies
- Measurable Steps
- 28 Update Problem List for Anna Richardson
- Objectives
- Overview
- Competencies
- Measurable Steps
- 29 Update Problem List for Ella Rainwater
- Objectives
- Overview
- Competencies
- Measurable Steps
- 30 Document Allergies for Al Neviaser
- Objectives
- Overview
- Competencies
- Measurable Steps
- 31 Document Immunizations and Schedule Follow-up Appointment for Daniel Miller
- Objectives
- Overview
- Competencies
- Measurable Steps
- 32 Document Allergies and Medications for Daniel Miller
- Objectives
- Overview
- Competencies
- Measurable Steps
- 33 Document Immunizations for Al Neviaser
- Objectives
- Overview
- Competencies
- Measurable Steps
- 34 Document Medications for Al Neviaser
- Objectives
- Overview
- Competencies
- Measurable Steps
- 35 Document Immunizations and Medications for Diego Lupez
- Objectives
- Overview
- Competencies
- Measurable Steps
- 36 Document Health History for Ella Rainwater
- Objectives
- Overview
- Competencies
- Measurable Steps
- 37 Document Phone Encounter and Prepare Medication Refill for Casey Hernandez
- Objectives
- Overview
- Competencies
- Measurable Steps
- 38 Document Patient Education for Amma Patel
- Objectives
- Overview
- Competencies
- Measurable Steps
- 39 Document Patient Education for Casey Hernandez
- Objectives
- Overview
- Competencies
- Measurable Steps
- 40 Document Vital Signs for Amma Patel
- Objectives
- Overview
- Competencies
- Measurable Steps
- 41 Document Vital Signs for Ella Rainwater
- Objectives
- Overview
- Competencies
- Measurable Steps
- 42 Document Preventative Services for Amma Patel
- Objectives
- Overview
- Competencies
- Measurable Steps
- 43 Document Encounter and Schedule Appointment for Walter Biller
- Objectives
- Overview
- Competencies
- Measurable Steps
- 44 Document Order and Preventative Services for Diego Lupez
- Objectives
- Overview
- Competencies
- Measurable Steps
- 45 Document Progress Note and Order for Norma Washington
- Objectives
- Overview
- Competencies
- Measurable Steps
- 46 Document Allergies and Medications for Ella Rainwater
- Objectives
- Overview
- Competencies
- Measurable Steps
- 47 Document Lab Results, Preventative Services, and Order for Walter Biller
- Objectives
- Overview
- Competencies
- Measurable Steps
- 48 Document Preventative Services and Test Results for Diego Lupez
- Objectives
- Overview
- Competencies
- Measurable Steps
- 49 Document Immunizations and Order for Celia Tapia
- Objectives
- Overview
- Competencies
- Measurable Steps
- 50 Document Preventative Services for Diego Lupez
- Objectives
- Overview
- Competencies
- Measurable Steps
- 51 Document Progress Note and Order for Charles Johnson
- Objectives
- Overview
- Competencies
- Measurable Steps
- 52 Document a Phone Encounter and Order for Charles Johnson
- Objectives
- Overview
- Competencies
- Measurable Steps
- 53 Document Phone Encounter for Ella Rainwater
- Objectives
- Overview
- Competencies
- Measurable Steps
- 54 Document Preventative Services and Immunizations for Ella Rainwater
- Objectives
- Overview
- Competencies
- Measurable Steps
- 55 Document Vital Signs, Allergies, Medications, and Order for Maude Crawford
- Objectives
- Overview
- Competencies
- Measurable Steps
- 56 Document Health History for Al Neviaser
- Objectives
- Overview
- Competencies
- Measurable Steps
- 57 Document Problem List, Chief Complaint, Medications, and Allergies for Carl Bowden
- Objectives
- Overview
- Competencies
- Measurable Steps
- 58 Document Chief Complaint and Order for Carl Bowden
- Objectives
- Overview
- Competencies
- Measurable Steps
- 59 Document Problem List, Allergies, Vital Signs, Medications, and Order for Robert Caudill
- Objectives
- Overview
- Competencies
- Measurable Steps
- 60 Document Chief Complaint, Vital Signs, and Surgical History for Walter Biller
- Objectives
- Overview
- Competencies
- Measurable Steps
- 61 Document Chief Complaint, Problem List, and Order for Robert Caudill
- Objectives
- Overview
- Competencies
- Measurable Steps
- Unit 4. Coding & Billing
- Module Overview
- 62 Document Progress Note and Submit Superbill for Walter Biller
- Objectives
- Overview
- Competencies
- Measurable Steps
- 63 Document Medications and Problem List, then Submit Superbill, Update Ledger, and Submit Claim for Norma Washington
- Objectives
- Overview
- Competencies
- Measurable Steps
- 64 Document Chief Complaint and Progress Note, then Submit Superbill, Update Ledger, and Submit Claim for Talibah Nasser
- Objectives
- Overview
- Competencies
- Measurable Steps
- 65 Document Immunization, Submit Superbill, and Post Payment to Ledger for Ella Rainwater
- Objectives
- Overview
- Competencies
- Measurable Steps
- 66 Submit Insurance Claim Tracer for Amma Patel
- Objectives
- Overview
- Competencies
- Measurable Steps
- 67 Submit Superbill and Post Charges to Ledger for Amma Patel
- Objectives
- Overview
- Competencies
- Measurable Steps
- 68 Complete Superbill, Ledger, and Claim for Diego Lupez
- Objectives
- Overview
- Competencies
- Measurable Steps
- 69 Complete Superbill, Post Payment to Ledger, and Complete Claim for Ella Rainwater
- Objectives
- Overview
- Competencies
- Measurable Steps
- 70 Complete Medical Records Release Form and Post Payment to Ledger for Carl Bowden
- Objectives
- Overview
- Competencies
- Measurable Steps
- 71 Submit Claim for Robert Caudill
- Objectives
- Overview
- Competencies
- Measurable Steps
- 72 Document Order, Complete Superbill, and Post Payment to Ledger for Carl Bowden
- Objectives
- Overview
- Competencies
- Measurable Steps
- 73 Complete Superbill, Ledger, and Claim for Anna Richardson
- Objectives
- Overview
- Competencies
- Measurable Steps
- 74 Post Payment to Ledger and Submit Claim for Al Neviaser
- Objectives
- Overview
- Competencies
- Measurable Steps
- 75 Update Ledger and Prepare Patient Statement for Charles Johnson
- Objectives
- Overview
- Competencies
- Measurable Steps
- 76 Post Payment to Ledger for Walter Biller and Update Day Sheet
- Objectives
- Overview
- Competencies
- Measurable Steps
- 77 Complete Superbill, Post Payment to Ledger, and Update Day Sheet for Norma Washington
- Objectives
- Overview
- Competencies
- Measurable Steps
- 78 Complete Superbill, Post Charges to Ledger, and Update Day Sheet for Robert Caudill
- Objectives
- Overview
- Competencies
- Measurable Steps
- 79 Post Partial Payment to Ledger for Amma Patel
- Objectives
- Overview
- Competencies
- Measurable Steps
- 80 Post Payments to Ledger for Ella Rainwater
- Objectives
- Overview
- Competencies
- Measurable Steps
- 81 Post Payment to Ledger for Casey Hernandez
- Objectives
- Overview
- Competencies
- Measurable Steps
- 82 Post Insurance Payment and Adjustment to Ledger for Casey Hernandez
- Objectives
- Overview
- Competencies
- Measurable Steps
- 83 Post Insurance Payment and Adjustment to Ledger for Walter Biller
- Objectives
- Overview
- Competencies
- Measurable Steps
- 84 Submit Superbill and Post Charges and Payments to Ledger for Carl Bowden
- Objectives
- Overview
- Competencies
- Measurable Steps
- 85 Document Progress Note, Complete Superbill, Update Ledger, and Post Payment to Day Sheet for Casey Hernandez
- Objectives
- Overview
- Competencies
- Measurable Steps
- 86 Complete Superbill and Post Payment to Ledger for Janine Butler
- Objectives
- Overview
- Competencies
- Measurable Steps
- 87 Complete Claim for Diego Lupez
- Objectives
- Overview
- Competencies
- Measurable Steps
- 88 Complete Superbill, Ledger, and Claim, then Prepare Patient Statement for Ella Rainwater
- Objectives
- Overview
- Competencies
- Measurable Steps
- 89 Post Insurance Payments to Ledger for Al Neviaser
- Objectives
- Overview
- Competencies
- Measurable Steps
- 90 Update Ledger for Diego Lupez
- Objectives
- Overview
- Competencies
- Measurable Steps
- 91 Document Patient Education, Complete Superbill, and Post Charges to Ledger for Al Neviaser
- Objectives
- Overview
- Competencies
- Measurable Steps
- 92 Prepare Patient Statement for Janine Butler
- Objectives
- Overview
- Competencies
- Measurable Steps
- 93 Document Progress Note and Submit Superbill for Diego Lupez
- Objectives
- Overview
- Competencies
- Measurable Steps
- 94 Document Progress Note, Complete Superbill and Ledger for Ella Rainwater, then Post Services on Day Sheet
- Objectives
- Overview
- Competencies
- Measurable Steps
- 95 Document Progress Note, Submit Superbill, and Post Charges to Ledger for Robert Caudill
- Objectives
- Overview
- Competencies
- Measurable Steps
- 96 Document Encounter and Complete Payment Process for Julia Berkley
- Objectives
- Overview
- Competencies
- Measurable Steps
- 97 Complete Referral Form, Document Chief Complaint and Progress Note, and Complete Payment Process for Robert Caudill
- Objectives
- Overview
- Competencies
- Measurable Steps
- 98 Create Bank Deposit Slip for Walter Biller
- Objectives
- Overview
- Competencies
- Measurable Steps
- 99 Document Transactions on Ledger and Day Sheet, then Prepare Bank Deposit Slip
- Objectives
- Overview
- Competencies
- Measurable Steps
- 100 Update Ledger, Create Deposit Slip, and Prepare Patient Statement for Norma Washington
- Objectives
- Overview
- Competencies
- Measurable Steps
- 101 Generate Phone Message and Physical Activity Order for Amma Patel
- Objectives
- Overview
- Competencies
- Measurable Steps
- 102 Document Lab Results and Problem List for Tai Yan
- Objectives
- Overview
- Competencies
- Measurable Steps
- 103 Generate Phone Message and Radiology Order for Ken Thomas
- Objectives
- Overview
- Competencies
- Measurable Steps
- 104 Create an Insurance Claim Tracer for Ella Rainwater
- Objectives
- Overview
- Competencies
- Measurable Steps
- 105 Document Neurological Status Exam, Problem List, and Patient Education for Norma Washington
- Objectives
- Overview
- Competencies
- Measurable Steps
- 106 Generate a Prior Authorization for Ken Thomas
- Objectives
- Overview
- Competencies
- Measurable Steps
- 107 Update Medication Record and Problem List for Ken Thomas
- Objectives
- Overview
- Competencies
- Measurable Steps
- 108 Generate Laboratory Orders for Ken Thomas
- Objectives
- Overview
- Competencies
- Measurable Steps
- 109 Document Rapid Strep Test and Prescription and Superbill for Daniel Miller
- Objectives
- Overview
- Competencies
- Measurable Steps
- 110 Document Preventive Services and Generate an Order for Screening Mammogram for Celia Tapia
- Objectives
- Overview
- Competencies
- Measurable Steps
- Showcasing Experience and Portfolio Tips
- Showcasing Experience
- Resume
- Interview
- Portfolio Tips
- Organization
- Portfolio Sections
- Glossary
- Assignment List
- Edition: 1
- Published: September 26, 2024
- Imprint: Elsevier
- Language: English
- Paperback ISBN: 9780443348839
- eBook ISBN: 9780443348846