Crucial Exams

AAMA CMA Practice Question

A patient with a managed care plan needs a referral to see a specialist. What should the medical assistant do to ensure the referral process aligns with managed care guidelines?

  • Schedule the specialist appointment directly and notify the insurance company afterward.

  • Inform the patient's primary care physician about the referral request.

  • Advise the patient to contact the specialist's office directly for an appointment.

  • Submit a request directly to the insurance company for the specialist visit.

AAMA CMA
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