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What is the role of the Medical Assistant (MA) regarding community resources?
To inform patients of local services and educational programs that support preventive care and lifestyle improvements.
How can an MA build a community resource library?
By collecting local listings with:
Agency name
Address
Website
Phone number
Contact person
Special instructions
How often should community resource information be updated?
At least every 6 months
Where should the community resource information be posted?
In an accessible location in the office and on the practice’s website
What services do transportation and medical equipment resources provide?
Help patients get to appointments and access needed medical equipment
What are adult day programs?
Daily activities for older adults
What is assisted living?
Housing for older or disabled individuals who can partly care for themselves, with help for meals, housekeeping, and some nursing care
What is long-term care?
Services for people who can’t perform basic daily activities on their own
What do educational programs and support groups offer?
Education and emotional support for individuals with specific needs
What should be included when researching clinical community resources?
State and federal agencies
Home health agencies
Long-term care and nursing homes
Mental health services
Local charities
Food services
Substance use support
Shelters
Hospice care
WIC
Disease-specific support groups
Weight management and grief support
What should MAs collect when contacting community resources?
Business cards
Pamphlets
Brochures
Detailed contact info
Why is it important to maintain a list of community resources in a medical office?
To direct patients to helpful services and support as part of their overall care
What is the MA’s role in ensuring continuity of care?
Work closely with the health care team and patients to eliminate barriers and ensure timely access to care and resources.
What types of patient barriers should MAs help identify and address?
Financial (e.g., cost of care, medications)
Cultural (e.g., beliefs, language)
Physical (e.g., mobility, transportation)
Emotional (e.g., stress, fear, lack of support)
How should MAs handle sensitive patient needs?
With privacy, respect, and consideration of the patient’s current situation.
What must be documented in the patient record?
All patient education provided and resources/referrals offered.
What resources can MAs refer patients and families to for non-clinical support?
Caregivers
Adult day programs
Addiction and substance abuse support groups
Local board of health (e.g., immunization assistance)
If immunizations are needed and finances are a barrier, what referral can be made?
The local board of health, which may provide low-cost vaccinations.
Name examples of community resources for non-clinical support:
Food pantries
Transportation assistance
Fitness programs
Adult day programs
Financial/income support
Employment programs
Youth services
Fuel assistance (heating bills)
Weatherization assistance
Why should MAs address non-clinical needs?
It strengthens both the individual and the community by expanding access to essential support services.
What are intellectual disabilities?
Conditions that limit self-care, communication, and social skills, often causing delayed development.
Name key organizations that support individuals with intellectual or developmental disabilities:
TASH – Advocates for rights and inclusion
National Disability Rights Network
American Association on Intellectual and Developmental Disabilities (AAIDD)
The Arc – Offers programs, funding, and policy support
Specialized instructional programs
What should MAs do before referring a patient to disability resources?
Research local options in advance to ensure relevance and accessibility.
What should MAs do immediately after a patient’s visit with the provider?
Answer questions
Provide follow-up information
Schedule next appointments
Educate on medications and referrals
What tools can help patients remember appointments?
Reminder cards
Text messages
Phone calls
Electronic reminder systems
What information should be provided before the patient leaves?
How and when to take medications
Why medications are important
Office policy on prescription refills
What tools can help patients take medication correctly?
Medication dosage box
Phone apps
Timers or alarms
What is the purpose of follow-up phone calls?
To check for questions or barriers to adherence (e.g., medication use, treatment plans).
What is the best method to promote patient adherence?
Communication—via phone or secure email, based on patient preference.
What must always be maintained in patient communication?
HIPAA compliance and respect for patient privacy preferences.
What must be verified before sharing patient information with someone else?
The person is an authorized individual listed in the medical record.
Why is follow-up communication important?
Answers patient questions
Reduces anxiety
Confirms the treatment plan is being followed
Reinforces short- and long-term goals
What are some barriers to patient adherence?
Social factors (e.g., lack of support)
Economic issues (e.g., cost of meds)
Behavioral habits
Environmental or genetic challenges
What should MAs do when discussing treatment adherence?
Ask about and address barriers that could prevent the patient from following the plan.
What type of barrier includes diet, exercise, smoking, and drug use decisions?
Behavior
What type of barrier includes conditions like sickle cell anemia, hemophilia, and cystic fibrosis?
Biological or genetic
What type of barrier includes access to jobs, education, food, safety, and transportation?
Environment
What type of barrier includes housing, climate, toxins, and recreational space access?
Physical
What type of barrier involves health beliefs, gender roles, family influence, and cultural norms?
Cultural
Who typically facilitates specialist referrals after a provider visit?
Medical assistant
What must be verified before scheduling a referral appointment?
Insurance acceptance
What information should patients be given when referred to a specialist?
Name and contact number of the specialist
Who might schedule the specialist appointment in some cases?
The medical assistant
What should be done after a referral is given to ensure continuity of care?
Follow up to confirm the appointment was scheduled
What is a basic hygiene method to prevent disease spread?
Handwashing
What is a household hygiene practice to prevent transmission?
Disinfecting surfaces
What behavior reduces spread during coughing or sneezing?
Using a tissue or sleeve
What action should be avoided to prevent disease spread through shared contact?
Sharing personal items
What health action helps provide immunity against certain diseases?
Receiving vaccinations
What should a person do when feeling ill to reduce transmission risk?
Stay away from others
What safe practice reduces risk of sexually transmitted infections?
Practicing safe sex
What lung disease caused by bacteria must be reported?
Tuberculosis (TB)
What bacterial infection often linked to contaminated food or water must be reported?
E. coli
What category of illness related to contaminated food is reportable?
Foodborne diseases
What tick-borne disease is a required report?
Lyme disease
Which hepatitis types are reportable?
B, C, D, and E
What virus attacks the immune system and is reportable?
HIV
What STI is on the reportable disease list?
Gonococcal infections
What recent viral pandemic illness must be reported?
COVID-19
What class of drugs relieves pain?
Analgesics
What class of drugs treats gastroesophageal reflux disease (GERD)?
Antacids/Anti-ulcer
What class of drugs treats bacterial infections?
Antibiotics
What class of drugs reduces smooth muscle spasms?
Anticholinergics
What class of drugs delays blood clotting?
Anticoagulants
What class of drugs prevents or controls seizures?
Anticonvulsants
What class of drugs relieves depression?
Antidepressants
What class of drugs reduces diarrhea?
Antidiarrheals
What class of drugs reduces nausea and vomiting?
Antiemetics
What medications are examples of analgesics?
Acetaminophen, hydrocodone, codeine
What medications are examples of antacids or anti-ulcer agents?
Esomeprazole, calcium carbonate, famotidine
What medications are examples of antibiotics?
Amoxicillin, ciprofloxacin, sulfamethoxazole
What medications are examples of anticholinergics?
Ipratropium, dicyclomine, hyoscyamine
What medications are examples of anticoagulants?
Warfarin, apixaban, heparin
What medications are examples of anticonvulsants?
Clonazepam, phenytoin, gabapentin
What medications are examples of antidepressants?
Doxepin, fluoxetine, duloxetine, selegiline
What medications are examples of antidiarrheals?
Bismuth subsalicylate, loperamide, diphenoxylate/atropine
What medications are examples of antiemetics?
Metoclopramide, ondansetron
What class of medication is used to treat fungal infections?
Fluconazole, nystatin, miconazole
What medications are used to relieve allergies?
Diphenhydramine, cetirizine, loratadine
What medications help lower blood pressure?
Metoprolol, lisinopril, valsartan, clonidine
What medications are used to reduce inflammation?
Ibuprofen, celecoxib, naproxen
What medications are used to lower cholesterol?
Atorvastatin, fenofibrate, cholestyramine
What medications relieve migraine headaches?
Topiramate, sumatriptan, rizatriptan, zolmitriptan
What medications are used to improve bone density?
Alendronate, raloxifene, calcitonin
What medications are used to treat psychosis?
Quetiapine, haloperidol, risperidone
What medications help reduce fever?
Acetaminophen, ibuprofen, aspirin
What medications reduce or prevent muscle spasms?
Cyclobenzaprine, methocarbamol, carisoprodol
What medications control cough and promote elimination of mucus?
Dextromethorphan, codeine, guaifenesin
What medications treat viral infections?
Acyclovir, interferon, oseltamivir
What medications are used to reduce anxiety?
Clonazepam, diazepam, lorazepam
What medications relax airway muscles?
Albuterol, isoproterenol, theophylline
What medications are used to reduce hyperactivity?
Methylphenidate, dextroamphetamine, lisdexamfetamine
What medications are used to prevent pregnancy?
Medroxyprogesterone acetate, ethinyl estradiol, drospirenone
What medications relieve nasal congestion?
Pseudoephedrine, phenylephrine, oxymetazoline
What medications eliminate excess fluid from the body?
Furosemide, hydrochlorothiazide, bumetanide
What medications are used to stabilize hormone deficiencies?
Levothyroxine, insulin, desmopressin, estrogen
What medications promote bowel movements?
Magnesium hydroxide, bisacodyl, docusate sodium
What medications reduce blood glucose?
Metformin, glyburide, pioglitazone
What medications induce sleep or relaxation?
Zolpidem, temazepam, eszopiclone
What classification includes drugs with high abuse potential and no approved medical use in the U.S.?
Heroin, mescaline, lysergic acid diethylamide (LSD), cannabis