The role of an MA is primarily to work alongside a provider in an outpatient or ambulatory health care setting, such as a medical office.The MA can be cross-trained to perform both administrative and clinical duties. Administrative duties include greeting patients, scheduling, handling In addition, the MA is often responsible for obtaining medical histories from patients, providing patient education, performing laboratory tests, and preparing and administering immunizations. An MA achieves credentialing by passing a national certification exam.
Allied Health Professionals
Medical laboratory technicians perform diagnostic testing on blood, bodily fluids, and other specimens under the supervision of a medical technologist.
Medical receptionists check patients in and out, answer phones, schedule appointments, and perform other administrative tasks.
Occupational therapists assist patients who have conditions that disable them developmentally, emotionally, mentally, or physically.
Pharmacy technicians may perform routine medication dispensing functions that do not require the expertise or judgment of a licensed pharmacist. Pharmacy technicians must work under the direct supervision of a pharmacist.
Physical therapists assist patients in improving mobility, strength, and range of motion.
Radiology technicians use various imaging equipment to assist the provider in diagnosing and treating certain diseases.
TYPES OF HEALTH CARE ORGANIZATIONS AND DELIVERY MODELS
Inpatient and Outpatient
Inpatient care occurs while the patient is admitted to a hospital or facility. Ambulatory care refers to any care received in an outpatient facility. This includes many types of care settings.
Primary Care Clinics
Primary care clinics are outpatient care settings where patients are seen for routine type visits,
minor acute needs. Primary care will be discussed in more detail later in the chapter.
Specialty Care Clinics
Specialty care clinics are outpatient facilities where patients who have complex or severe diseases and conditions are seen for routine visits by doctors who specialize in a specific disease or condition.
Home Health
Home health refers to specific types of care provided to those who cannot leave their home easily.
Physical, occupational, and speech therapy are common types of home care. Skilled nursing is also common in the home health setting. It must be prescribed and overseen by a provider, typically a primary care provider (PCP). Home health is not used on an ongoing basis for a patient but is ordered for a set period based on an acute event, usually hospitalization. Home health orders include goals for the patient, such as managing their medications and ambulating safely. The service is complete when the goals are reached. Medical assistants working for the ordering provider are often responsible for submitting the order for home health, coordinating to ensure the patient is enrolled and scheduled, and assisting with the administrative aspects of the orders.
Mobile Health Units
Mobile health units bring health care to the communities that most need it and may otherwise lack access to the services provided. Teams working in a mobile health unit are equipped with means of transportation that allow for the setup and use of specialized medical equipment. There are mobile health units in the U.S. While this concept has been in use for services such as mobile stroke units, mobile urgent cares, and mobile mammogram buses, the COVID-19 pandemic brought this type of care to much of the country in the form of mobile testing and vaccination options.
Hospice
Hospice care is end-of-life care focused on comfort rather than curative efforts. Patients can qualify for hospice care if they have a terminal illness at the end stage. It can be delivered as outpatient or inpatient care. Typically, a patient will begin hospice outpatient but can transition to inpatient care as they need a higher level of care near the end of life.
TELEHEALTH AND VIRTUAL VISITS
Telehealth is health care delivered virtually, most commonly via video call. The increase in telehealth expanded to eliminate patients from coming in contact with communicable diseases, provide convenience, and allow patients in rural areas to obtain specialty care where it may not have been offered before. Telehealth can be an excellent option for patients and providers to review many aspects of care, but it does come with limitations. Medical assistants may have multiple responsibilities when it comes to virtual visits. Scheduling virtual visits may require more time because the MA must gather or confirm the patient's email address, ensure the link has been sent, and review instructions. Some offices offer patients a test visit in which an administrator or MA will log into the link to ensure the patient can access it when it is time for their appointment. Medical assistants may also participate in the actual visit, just as they would with a standard office visit. This can include gathering a history, verifying medication and pharmacy information, setting an agenda, and following up with the patient on the next steps, such as referral or diagnostic testing coordination.
1.7 Telehealth Appropriate
Follow-up on medication adjustments
Chronic condition review and discussion
Patient education
Evaluation of minor or common rashes and skin concerns
Follow-up on new medical equipment, such as a CPAP machine
Discussion of lab results
1.8 In-Person Evaluation Needed
Diagnostic testing, such as imaging or lab work
New pain symptoms
Physical examination
1.12 Specialist Care | |
SPECIALIST | FOCUS |
Allergist | Evaluates disorders and diseases of the immune system, including adverse reactions to medications and food, anaphylaxis, problems related to autoimmune disease, and asthma |
Anesthesiologist | Manages pain or administers sedation medications during surgical procedures |
Cardiologist | Diagnoses and treats diseases or conditions of the heart and blood vessels |
Dermatologist | Diagnoses and treats skin conditions |
Endocrinologist | Diagnoses and treats hormonal and glandular conditions; often works with patients who have diabetes |
Gastroenterologist | Manages diseases of the GI tract (stomach, intestines, esophagus, liver, pancreas, colon, and rectum) |
Gynecologist | Diagnoses and treats internal reproductive system and fertility disorders |
Hematologist | Diagnoses and treats blood and blood-producing organs, patients who have anemia, leukemia, and lymphoma |
Hepatologist | Studies and treats diseases related to the liver, biliary tree, gallbladder, and pancreas |
SPECIALIST | FOCUS |
Neonatologist | Provides care of newborns, specifically those who are ill or premature |
Nephrologist | Manages diseases and disorders of the kidney and its associated structures |
Obstetrician | Provides care of patients during and after pregnancy |
Oncologist | Treats and provides care for patients who have cancer |
Ophthalmologist | Diagnoses and treats diseases and conditions of the eye |
Orthopedist | Treats injuries and diseases of the bones, joints, muscles, tendons, and ligaments |
Neurologist | Treats diseases and disorders of the brain and nervous system |
Otolaryngologist | Treats diseases and conditions of the ear, nose, and throat |
Pediatrician | Manages newborn to adolescent health |
Psychiatrist | Diagnoses and treats mental disorders and conditions |
Radiologist | Uses and interprets imaging to detect abnormalities in the body |
Urologist | Manages disorders of the urinary tract |
1.13 Medication Classifications: Indications and Examples
MEDICATION CLASSIFICATION | INDICATION | EXAMPLES |
Analgesics | Relieve pain | Acetaminophen, hydrocodone, codeine |
Antacids/anti-ulcer | Gastroesophageal reflux disease (GERD) | Esomeprazole, calcium carbonate, famotidine |
Antibiotics | Bacterial infections | Amoxicillin, ciprofloxacin, sulfamethoxazole |
Anticholinergics | Smooth muscle spasms | ipratropium, dicyclomine, hyoscyamine |
Anticoagulants | Delay blood clotting | Warfarin, apixaban, heparin |
Anticonvulsants | Prevent or control seizures | Clonazepam, phenytoin, gabapentin |
Antidepressants | Relieve depression | Doxepin, fluoxetine, duloxetine, selegiline |
Antidiarrheals | Reduce diarrhea | Bismuth subsalicylate, loperamide, dipehnoxylate/atropine |
Antiemetics | Reduce nausea, vomiting | Metoclopramide, ondansetron |
Antifungals | Fungal infections | Fluconazole, nystatin, miconazole |
Antihistamines | Relieve allergies | Diphenhydramine, cetirizine, loratadine |
Antihypertensives | Lower blood pressure | Metoprolol, lisinopril, valsartan, clonidine |
Anti-inflammatories | Reduce inflammation | Ibuprofen, celecoxib, naproxen |
Antilipemics | Lower cholesterol | Atorvastatin, fenofibrate, cholestyramine |
Antimigraine agents | Relieve migraine headaches | Topiramate, sumatriptan, rizatriptan, zolmitriptan |
Anti-osteoporosis agents | Improve bone density | Alendronate, raloxifene, calcitonin |
MEDICATION CLASSIFICATION | INDICATION | EXAMPLES Quetiapine, haloperidol, risperidone |
Antipsychotics | Psychosis | Acetaminophen, ibuprofen, aspirin |
Antipyretics | Reduce fever | Cyclobenzaprine, methocarbamol, |
Skeletal/muscle relaxants | Reduce or prevent muscle spasms | carisoprodol Dextromethorphan, codeine, |
Antitussives/expectorants | Control cough, promote the elimination of mucus | guaifenesin Acyclovir, interferon, oseltamivir |
Antivirals | Viral infections | Clonazepam, diazepam, lorazepam |
Anxiolytics (anti-anxiety) | Reduce anxiety | Albuterol, isoproterenol, theophylline |
Bronchodilators | Relax airway muscles | |
Central nervous system stimulants | Reduce hyperactivity | Methylphenidate, dextroamphetamine, lisdexamfetamine |
Contraceptives | Prevent pregnancy | Medroxyprogesterone acetate, ethiny! estradiol, drospirenone |
Decongestants | Relieve nasal congestion | Pseudoephedrine, phenylephrine, oxymetazoline |
Diuretics | Eliminate excess fluid | Furosemide, hydrochlorothiazide, bumetanide |
Hormone replacements | Stabilize hormone deficiencies | Levothyroxine, insulin, desmopressin, estrogen |
Laxatives, stool softeners | Promote bowel movements | Magnesium hydroxide, bisacodyl, docusate sodium |
Oral hypoglycemics | Reduce blood glucose | Metformin, glyburide, pioglitazone |
Sedative-hypnotics | Induce sleep/relaxation | Zolpidem, temazepam, eszopicione |
Schedule I includes substances with a high potential for abuse and currently no approved medical use in the U.S. They are illegal, and providers may not prescribe them. These include heroin, mescaline, and lysergic acid diethylamide (LSD). Schedule I still includes cannabis (marijuana) even though it is legal for medical use with a prescription in many states. States can add substances to a schedule as a matter of state law, even if not included in federal scheduling. In the case of marijuana, the federal government does not federally prosecute those who use cannabis in states that allow it.
Schedule II includes substances that have a high potential for abuse, are considered dangerous, and can lead to psychological and physical dependence. Unlike schedule I drugs, schedule II drugs are approved for medical use. Schedule II drugs include morphine, methadone, oxycodone, hydromorphone, hydrocodone, fentanyl, and amphetamine. Schedule II prescriptions must be signed by hand, except as rules allow regarding distribution of electronic or printed prescriptions. Prescribers may electronically transmit prescriptions directly to the pharmacy in states where the prescription meets the requirement of state and federal regulations. Schedule II substances must be stored in a safe or steel cabinet of substantial construction. If the safe or cabinet is less than 750 pounds, it must be mounted or secured to something of substantial construction. The device should have an inner and outer door with locks for each door requiring different keys.
Schedule III includes substances with moderate to low potential for physical and psychological dependence. These include ketamine, anabolic steroids, acetaminophen with codeine, and buprenorphine.
Schedule IVincludes substances that have a low potential for abuse and dependence. These include tramadol and benzodiazepines including diazepam, alprazolam, chlordiazepoxide, and clonazepam.
Schedule V includes substances that contain limited quantities of some narcotics, usually for antidiarrheal, antitussive, and analgesic purposes. These include diphenoxylate with atropine, guaifenesin with codeine, and pregabalin.
Schedule III, IV, and V controlled substances may not be filled or refilled more than 6 months after the date on which the prescription was issued and may not be refilled more than five times in 6 months.
For a current alphabetical list of all controlled substances and their CSA schedule number, go to the resources section of the Office of Diversion Control website.
1.19 Common Medication Formulations |
FORMULATIONS | ROUTE |
Aerosols | Inhalation |
Caplets | Oral |
Capsules | Oral |
Creams | Topical, vaginal, rectal |
Drops | Otic, ophthalmic, nasal |
Dry powder for inhalation | Inhalation |
Elixirs | Oral |
Emulsions | Oral |
Foams | Vaginal |
Gels | Oral, topical, rectal |
Injectable liquids | IV, IM, subcutaneous, ID |
Liniments | Topical |
Lotions | Topical |
Lozenges | Oral |
Mist | Inhalation, nasal |
Ointments | Topical, ophthalmic, otic, vaginal, rectal |
Patches | Topical |
Powders | Topical |
Powders for reconstitution | IV, IM, subcutaneous, ID |
Solid extracts, fluid extracts | Oral |
Solutions | Oral, topical, vaginal, urethral, rectal |
Sprays | Topical, nasal, inhalation, sublingual |
Steam | Inhalation |
Suppositories | Vaginal, rectal |
Suspensions | Oral |
Syrups | Oral |
Tablets | Oral, buccal, sublingual, vaginal |
Tinctures | Oral, topical |
1.22 Nonparenteral Routes
ROUTE | LOCATIONS | MEDICATION FORMULATION |
Oral | intestines | Mouth, stomach, Mouth, stomach, intestines |
1.24 Common Parenteral Routes for Medications-Injectable
ROUTE | LOCATIONS | MEDICATION FORMULATION |
Intradermal | Skin of the upper chest, forearms, upper back | Injectable liquid |
Intramuscular (IM) | Deltoid, vastus lateralis, ventrogluteal muscles | Injectable liquid |
Subcutaneous (SQ or Sub-Q) | Upper arms, abdomen, buttocks, upper outer thighs | Injectable liquid |
1.26 Common Parenteral Routes— Noninjectable
ROUTE | LOCATIONS | MEDICATION FORMULATION |
Topical | On the skin | Gels, tinctures, solutions, ointments, lotions, creams, liniments, powders, patches, sprays |
Vaginal/ rectal | Vagina/vulva, rectum/anus | Suppositories, solutions, creams, ointments, gels, foams |
Right Technique
Medical assistants must know and understand the correct techniques for administering medications.
For example:
When administering an intramuscular injection, the correct angle of insertion of the needle is
90 degrees.
The correct angle of insertion of an intradermal injection is 10 to 15 degrees.
The correct angle for subcutaneous injections is 45 degrees.
Right Documentation
Always document administering medication after the patient receives it, not before. If the MA does not administer a medication as prescribed, the documentation must include this and why the patient did not receive it. Proper documentation includes date, time, quantity, medication, strength, method and location of administration, lot number, manufacturer, expiration date, and patient outcome, including any reaction or adverse effects a patient may have had to the medication, noting that the patient tolerated it well.
1.34 Common Vitamins and Supplements: Intended Benefits and Safety Considerations
VITAMIN/ SUPPLEMENT | FUNCTION/INTENDED BENEFIT | SAFETY CONSIDERATIONS |
Vitamin A | Night vision, cell growth and maintenance, the health of the skin | Toxicity can occur if levels are too high, leading to headaches, peeling skin, and bone thickening. |
Vitamin D | Calcium absorption, bone and tooth health, heart and nerve function | Toxicity can occur if levels are too high, leading to kidney failure, metastatic calcification, and anorexia. |
Vitamin E | Protection of cells (including skin and brain), formation of blood cells | N/A |
Vitamin K | Blood clotting, bone growth | Can counteract blood clotting medications, reducing their efficiency |
Vitamin B1 | Carbohydrate metabolism, heart, nerve, and muscle function | N/A |
Vitamin B2 | Fat and protein metabolism | N/A |
Vitamin B3 | Carbohydrate and fat metabolism | Toxicity can occur if levels are too high, leading to red, itching skin with tingling. |
Vitamin B6 | Enzyme assistance in the amino acid synthesis | Toxicity can occur if levels are too high, leading to peripheral neuropathy. |
Vitamin B12 | Protein and fat metabolism, nerve-cell maintenance, cell development | N/A |
Vitamin C | Immunity, iron absorption, the structure of bones, muscle, and blood vessels | N/A |
St. John's wort Treatment for depression, anxiety, and sleep disorders | Some studies found it ineffective in its intended benefits (similar results to a placebo). No long-term safety studies have been conducted |
1.34 Common Vitamins and Supplements: Intended Benefits and
Safety Considerations (continued)
VITAMIN/ SUPPLEMENT | FUNCTION/INTENDED BENEFIT | SAFETY CONSIDERATIONS |
Black cohosh | Relief of menopause symptoms, including hot flashes, night sweats, headaches, heart palpitations, and mood changes | Large doses can cause vomiting, dizziness, and headaches. Long-term studies have yet to be conducted (recommended to take for less than 6 months). |
Melatonin | Melatonin is a naturally occurring hormone Also can be taken as a supplement to potentially help with sleep regulation and combat aging (studies validate the support of sleep regulation but do not support anti-aging benefits). | May interfere with conception Can result in drowsiness and headaches in the brain. |
Willow bark | Pain relief (one of the main ingredients of aspirin comes from willow bark) | Do not exceed 240 mg/day Not safe for those who cannot tolerate aspirin |
Glucosamine sulfate | Promote healthy cartilage formation to maintain or replace wear and tear on joints | No safety concerns Recent studies found glucosamine sulfate to be no more effective than a placebo in knee osteoarthritis. |
Gingko biloba | Improve memory and mental function by increasing blood flow to the brain | Extremely high doses can lead to nausea, vomiting, and diarrhea. |
EATING DISORDERS
Medical assistants are likely to encounter patients who have eating disorders, which are food patterns that can impair health and well being. The most common are anorexia nervosa, bulimia nervosa and binge-eating disorder.
ANOREXIA
Anorexia nervosa affects people of all ages, genders, and races. Characteristically, patients are high achievers no colt severe control over their ending and race, ten, therests a family history o
major life changes, and high stress levels.
najor life cha alcohol use disorder. Some patients havanterns, often, there id trauma, depression,
Warning signs and symptoms of anorexia nervosa include the following.
Self-starvation
Perfectionism
Extreme sensitivity to criticism
Excessive fear of weight gain
Weight loss of at least 15%
Amenorrhea (no menstrual periods)
Denial of feelings of hunger
Excessive exercising
Ritualistic eating behavior
Extreme control of behavior
Unrealistic image of the self as obese
Medical assistants who observe or suspect any of these manifestations should alert the provider immediately, as this disorder can be life-threatening. Treatment involves hospitalization with parenteral nutrition or nasogastric feedings, plus psychotherapy. Educating the patient and family about nutrition is also essential.