Crucial Exams

AAMA CMA Practice Question

A patient with a managed care insurance plan arrives at a clinic for a follow-up appointment after receiving orthopedic surgery. Before seeing the physician, which of the following steps should the medical assistant take to ensure the visit is authorized under the patient's managed care policy?

  • Confirm that the patient's managed care insurance has authorized the post-surgical follow-up appointment

  • Check the patient's account for outstanding balances from previous visits

  • Prepare an Advance Beneficiary Notice (ABN) for the patient to sign, indicating potential charges

  • Request a referral from the patient's primary care physician

AAMA CMA
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