2014 – 2015
Florida Department of Education
Curriculum Framework 

Program Title:	Medical Office Management
Career Cluster:	Business, Management, and Administration

CCC	
CIP Number	0551071605	
Program Type	College Credit Certificate (CCC)	
Program Length	34 credit hours	
CTSO	Phi Beta Lambda, BPA	
SOC Codes (all applicable) 	43-6013 –  Medical Secretaries 	
Targeted Occupation List	http://www.labormarketinfo.com/wec/TargetOccupationList.htm	
Perkins Technical Skill Attainment Inventory	http://www.fldoe.org/workforce/perkins/perkins_resources.asp 	
Statewide Articulation	http://www.fldoe.org/workforce/dwdframe/artic_frame.asp 	

Purpose

This certificate program is part of the Office Administration AS degree program (1552020400).   

A College Credit Certificate consists of a program of instruction of less than sixty (60) credits of college-level courses, which is part of an AS or AAS degree program and prepares students for entry into employment (Rule 6A-14.030, F.A.C.).

This program offers a sequence of courses that provides coherent and rigorous content aligned with challenging academic standards and relevant technical knowledge and skills needed to prepare for further education and careers in the Business, Management, and Administration career cluster; provides technical skill proficiency, and includes competency-based applied learning that contributes to the academic knowledge, higher-order reasoning and problem-solving skills, work attitudes, general employability skills, technical skills, and occupation-specific skills, and knowledge of all aspects of the Business, Management, and Administration career cluster. 

The content includes but is not limited to expediting and facilitating the maintenance and production of correspondence and records; to telecommunicate; maintain office budget; planning; preparing correspondence and resolutions; filing and maintaining documents; and assisting in the administration of policy.

Additional Information relevant to this Career and Technical Education (CTE) program is provided at the end of this document.

Standards

After successfully completing this program, the student will be able to perform the following:

Professional Skills:
01.0	Demonstrate effective business communication skills.
02.0	Prepare and use financial information.
03.0	Manage business information using appropriate software.
04.0	Perform records management activities.
05.0	Perform accounting activities.
06.0	Demonstrate employability and workplace skills.
07.0	Perform information processing activities.
08.0	Develop leadership skills.
09.0	Develop strategic organizational skills.
10.0	Perform machine transcription activities.
11.0	Perform office management activities.
12.0	Perform medical office activities.
13.0	Perform medical office management activities.

2014 – 2015
Florida Department of Education
Student Performance Standards

Program Title:	Medical Office Management
CIP Number:	0551071605
Program Length:	34 credit hours
SOC Code(s):		43-6013

This certificate program is part of the Office Administration AS degree program (1552020400).  At the completion of this program, the student will be able to:
	
Professional Skills:	
01.0	Demonstrate effective business communication skills – the student will be able to:	
01.01	Demonstrate ability in teleconferencing and placing international calls.	
01.02	Demonstrate ability in using a multi-line phone system, including voice mail, paging, transferring, recording/taking messages, and screening calls.	
01.03	Demonstrate excellent customer service skills using the telephone.	
01.04	Demonstrate understanding of current communications technology.	
01.05	Select and employ appropriate communication concepts and strategies to enhance oral and written communication in the workplace.  Give, follow and interpret oral and written communications.	
02.0	Prepare and use financial information – the student will be able to:	
02.01	Perform business math operations manually and using technology.	
02.02	Demonstrate ability to estimate.	
02.03	Solve problems related to measurement and space allocation.	
03.0	Manage business information using appropriate software – the student will be able to:	
03.01	Identify formatting principles.	
03.02	Perform computer activities using data base, spreadsheet, and graphics presentation, word processing, e-mail/scheduling, and utility software applications.	
03.03	Produce business documents.	
03.04	Produce envelopes, labels, interoffice memorandum and labels, meeting minutes, tabulated information, multi-page documents, numbered and bulleted lists, reports using footnotes and endnotes, tables, press releases, variable size cards and documents, material from hand-written copy, and multi-copy pre-printed business forms.	
03.05	Create and edit templates.	
03.06	Create documents using scanning technology.	
03.07	Create and edit documents from voice recognition software.	
03.08	Prepare documents from rough draft copy using proofreaders’ marks.	
03.09	Prepare a document using mail merge and variable information.	
03.10	Identify and use the appropriate software in a business environment.	
03.11	Demonstrate proficiency in the use of word processing, spreadsheet, and other office software commonly used in business.	
04.0	Perform records management activities – the student will be able to:	
04.01	Index, code, sort, and file materials alphabetically, numerically, geographically and by subject, both manually and electronically.	
04.02	Identify types of filing supplies, equipment, and procedures.	
04.03	Cross-reference materials in the alphabetic, numeric, geographic, and subject filing systems.	
04.04	Recommend solutions to problems in existing filing systems.	
04.05	Design form for initial inventory of records.	
04.06	Search for, retrieve, and investigate information in files.	
04.07	List and describe methods of protecting vital records.	
04.08	Identify procedures for confidentiality.	
04.09	Demonstrate backup and recovery procedures.	
04.10	Practice effective Records Information Management (RIM) techniques.	
04.11	Demonstrate effective electronic file management.	
05.0	Perform accounting activities – the student will be able to:	
05.01	Demonstrate ethical accounting practices.	
05.02	Identify parameters and functions of a fiscal calendar.	
05.03	Prepare and process expense reports.	
05.04	Prepare supply order and monitor inventory.	
05.05	Prepare payroll records, including time sheets.	
05.06	Demonstrate proficiency in cash control procedures, including bank deposits, electronic fund transfers, credit and debit transactions, bank reconciliations, and petty cash.	
05.07	Use source documents to prepare and analyze transactions, including invoices, cash receipts, sales slips, credit memos, vendor statements, purchase orders, and packing slips.	
06.0	Demonstrate employability and workplace skills – the student will be able to:	
06.01	Identify sources of employment opportunities.	
06.02	Describe the job search process.	
06.03	Complete a resume and a cover letter.	
06.04	Complete an electronic job application form correctly.	
06.05	Prepare a resume for electronic distribution.	
06.06	Demonstrate effective job interview techniques and identify different types of interviews.	
06.07	Prepare a thank you note for an interview.	
06.08	Demonstrate ability to work as a team member.	
06.09	Identify methods for securing an employment reference.	
06.10	Identify career advancement opportunities and demonstrate effective networking behaviors.	
07.0	Perform information processing activities – the student will be able to:	
07.01	Define differences between operating systems and software applications.	
07.02	Identify and understand terms commonly used in information technology.	
07.03	Identify business systems, equipment components, and electronic media.	
07.04	Create and edit documents from handwritten, dictated and typed material using current technology. 	
07.05	Input numeric data.	
07.06	Use office equipment manual.	
07.07	Demonstrate knowledge of the importance of continuing education and technology updates.	
08.0	Develop leadership skills – the student will be able to:	
08.01	Prepare an agenda, invite participants electronically and conduct a meeting.	
08.02	Demonstrate knowledge of professional organizations.	
09.0	Develop strategic organizational skills – the student will be able to:	
09.01	Demonstrate steps used in problem solving.	
09.02	Demonstrate how to prioritize work assignments and enlist the help of others.	
09.03	Determine preventive actions for office communication problems.	
09.04	Identify best practices to handle confidential information.	
10.0	Perform machine transcription activities – the student will be able to:	
10.01	Demonstrate techniques in machine transcription.	
10.02	Transcribe recorded dictation of business related documents, including the use of voice integration applications and scanning technology.	
11.0	Perform office management activities – the student will be able to:	
11.01	Identify management styles.	
11.02	Prepare managerial reports about production, personnel, equipment, and operational costs.	
11.03	Set priorities and develop more efficient procedures for work flow.	
11.04	Conduct and discuss performance appraisals with employees, set goals, and recommend training.	
11.05	Conduct self-performance appraisal.	
11.06	Prepare a general budget.	
11.07	Choose appropriate action applying business management techniques.	
11.08	Apply time management techniques to office schedule.	
11.09	Demonstrate understanding of conducting an interview.	
11.10	Select items to include in a new employee's orientation to the job.	
11.11	Compare and select vendors from whom to purchase office supplies.	
12.0	Perform medical office activities – the student will be able to:	
12.01	Select, complete, verify and submit insurance forms.	
12.02	Schedule appointments and activities.	
12.03	Define and spell medical terms.	
12.04	Use medical references.	
12.05	Demonstrate knowledge of the legal and ethical aspects of health care.	
12.06	Locate and record information from medical records.	
12.07	Demonstrate a compliance with all federal and state healthcare regulations.	
12.08	Describe functions in a medical office.	
12.09	Demonstrate understanding of legal and ethical issues in a medical office.	
12.10	Demonstrate knowledge of computer security in the confidential environment.	
12.11	Evaluate transcription systems for the medical office.	
12.12	Demonstrate correct techniques in transcribing medical information.	
13.0	Perform medical office management activities – the student will be able to:	
13.01	Make decisions on major equipment acquisition.	
13.02	Record coding and billing changes in patient records.	
13.03	Define the major functions of medical office management.	
13.04	List characteristics of effective leaders/managers.	
13.05	List the steps in problem solving.	
13.06	Maintain work schedules for payroll purposes.	

Additional Information

Laboratory Activities

Laboratory activities are an integral part of this program.  These activities include instruction in the use of safety procedures, tools, equipment, materials, and processes related to these occupations.  Equipment and supplies should be provided to enhance hands-on experiences for students. 

Career and Technical Student Organization (CTSO)

Phi Beta Lambda and Business Professionals of America (BPA) are the appropriate career and technical student organization for providing leadership training and reinforcing specific career and technical skills.  Career and Technical Student Organizations provide activities for students as an integral part of the instruction offered.  The activities of such organizations are defined as part of the curriculum in accordance with Rule 6A-6.065, F.A.C.

Accommodations

Federal and state legislation requires the provision of accommodations for students with disabilities as identified on the secondary student’s Individual Educational Plan (IEP) or 504 plan or postsecondary student’s accommodations’ plan to meet individual needs and ensure equal access.  Postsecondary students with disabilities must self-identify, present documentation, request accommodations if needed, and develop a plan with their counselor and/or instructors.  Accommodations received in postsecondary education may differ from those received in secondary education.  Accommodations change the way the student is instructed.  Students with disabilities may need accommodations in such areas as instructional methods and materials, assignments and assessments, time demands and schedules, learning environment, assistive technology and special communication systems.  Documentation of the accommodations requested and provided should be maintained in a confidential file.

Articulation

For details on articulation agreements which correlate to programs and industry certifications refer to http://www.fldoe.org/workforce/dwdframe/artic_frame.asp.