NHA CPT Study Guide: Revenue Cycle and Regulatory Compliance

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Vocabulary flashcards covering the Revenue Cycle, Regulatory Compliance, communication, stakeholders, data management, and legal requirements for phlebotomy technicians.

Last updated 3:56 AM on 4/29/26
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25 Terms

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Interpersonal Communication

A process including self-expression and active listening to develop an understanding of what people are saying, which is the priority interaction in health care.

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Point of Service

The stage of registration and scheduling where information is gathered from the patient to create an account and verify insurance benefits.

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Initial Nursing Facility Care

The correct terminology according to the CPT manual for an encounter that providers may colloquially call an initial H&P (history and physical).

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Patients

Primary stakeholders also known as consumers who receive health care services.

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Providers

Licensed professionals, such as physicians or nurse practitioners, who administer care, coordinate patient health information, and submit claims for reimbursement.

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Third-party payers

Organizations such as health care insurance companies, government programs, or employers that reimburse services provided by providers or health care organizations.

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Policymakers

Individuals within regulatory agencies who establish the framework determining eligibility for care, what services are provided, and how they are paid.

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CMS-1500

The current paper form used for billing, which was previously called the HCFA-1500 form.

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CMS Data Retention Requirement

A federal regulation requiring providers to retain health insurance claims for 66 years, consistent with the potential for audits.

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HIPAA Administrative Simplification Rules

Regulations requiring covered entities to retain HIPAA-related documents for 66 years, and for at least 22 years after a patient’s death.

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Medicare Managed Care Data Retention

Provider organizations with these types of patients must keep medical records for 1010 years.

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Covered Entity

An entity that transmits health information in electronic form, such as providers, health plans, and clearinghouses.

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Practice Management System

A collective source of administrative data including technological tools for operational tasks and EHR components like demographics and insurance plan information.

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Clinical Health Care Data

Data used to maintain population well-being, determine treatment cost-effectiveness, and establish reimbursement strategies.

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Healthcare Effectiveness Data and Information Set (HEDIS)

Measures that identify clinical services performed by organizations to provide information about the type and quality of care.

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Data Storage

The physical or digital preservation of records, files, and documents for future reference, often kept off-site for catastrophe protection.

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Data Transmission

The process of sending digital information over secure communication channels, allowing devices and tools to communicate.

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Electronic Data Interchange (EDI)

Computer technology that facilitates the exchange of data between the health care provider and the payer.

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Data Reporting

The process of collecting facts about patient care and outcomes for security analysis or reporting performance measures for incentive programs.

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Office of Inspector General (OIG)

A division of the Department of Health and Human Services (HHS) responsible for investigating insurance fraud and abuse in federally funded programs.

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Fraud

Intentionally billing for services not performed, reporting fraudulent diagnoses, or making medical coding errors.

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Abuse

Billing patterns and practices that are excessive or unnecessary but do not meet the criteria for fraud.

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HIPAA Breach Notification Rule

Regulation governing the reporting of impermissible use or disclosure of Protected Health Information (PHI).

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Compliance Plan

A formal policies and procedures manual specific to an organization that addresses government and private payer regulations.

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Provider Self-Disclosure Protocol (SDP)

A program developed by the OIG that allows health care providers to voluntarily reveal instances of potential fraud.