ASSISTING ADMINISTRATIVE AND CLINICAL
COMPETENCIES 2026 STUDY GUIDE REVISION
SHEET CORE CONCEPT BREAKDOWN
◉ Scheduling.
Answer: The medical assistant is responsible to schedule patients in
a manner that is both accurate and effective
◉ New patient.
Answer: Provider and type of appointment; Correct spelling of
patient's full name; Patient's address; Appropriate phone number;
reason for visit; Name of referring Doctor; type of insurance
◉ Fixed appointment scheduling.
Answer: one patient is scheduled for a specific appointment time
◉ cluster scheduling.
Answer: group of patients are scheduled to come in to receive the
same type of service, the medical assistant should schedule the
patients around the same block of time
, ◉ double booking.
Answer: When two patients are scheduled to see the same physician
at once
◉ wave scheduling method.
Answer: patients are scheduled for the first half of each hour, and
each patient is seen in the order they arrive.
◉ triage.
Answer: prioritize the patients based on their medical needs,
◉ Greeting the Patient.
Answer: juggle the responsibilities of answering phones,completing
paperwork and greeting patients in a proper manner
◉ Empathy.
Answer: is having an understanding and compassion for what
patients are experiencing, is a good characteristic for health
professionals to possess
◉ Communication requires the following elements.
Answer: A message to be sent; A person to send the message; A
person to receive the message