Part of Unit: Uses of Health Information
Lesson Plan Overview / Details
This lesson was developed as a basic first assignment for scheduling appointments. It is one of the front office tasks that a Medical Assistant would be responsible for to ensure that there is a constant flow of patients. At the end of this lesson, students will understand the importance of recording accurate information.
- Internet Assignment--How To Schedule An Appointment
- 20 Minutes
- Review the Internet Assignment
- 15 Minutes
- Defining the four types of appointment scheduling
- 20 Minutes
California Career and Technical Education Standards
- HSMT.C.C1.1 Know the process for managing the timely transfer of information accurately and ...
- HSMT.C.C3.1 Understand the process for determining, interpreting, and accurately documenting...
- HSMT.FS.2.0 Communications
- HSMT.FS.8.2 Understand the concept and application of ethical and legal behavior consistent ...
- HSMT.FS.8.3 Understand the role of personal integrity and ethical behavior in the workplace.
- HSMT.FS.8.4 Understand the ways in which ethical considerations affect emerging technologies...
California Academic Content Standards (Reinforced)
- ELA.9-10.R.CAGT.2.5 Extend ideas presented in primary or secondary sources through original analysis...3
Objectives and Goals
- Identify and describe the different types of appointment scheduling systems.
- Discuss ways to schedule appointments for patients.
- Explain how to handle special scheduling situations.
- Schedule patient appointments.
Activities in this Lesson
- Are You An Active Listener? Hooks / Set
As students enter the classroom, they are given a worksheet and a website where they can listen to a telephone call to a doctor's office and hear how the medical assitant handles the call. They are also expected to complete multiple choice questions and unscamble sentences related to the telephone call. While students are accessing the website, pass out the headphones.
- What does active listening mean? Lecture
Begin the lecture by reviewing the assignment that the students completed. Ask them if they believe that the Medical Assistant was practicing active listening. Students are told that active listening requires a listener to understand, interpret, and evaluate what he or she heard. Review the exercises on the worksheet related to the telephone conversation.
Resources and Materials
- Principles of Active Listening [ Download ] Understanding the Principles of Active Listening.
- Appointment Scheduling Demo / Modeling
Using an overhead and transparency describe and write examples of the five types of appointment scheduling systems. Write appointments on the scheduling form that represents the types of appointment scheduling for the students to see.
- Scheduling Appointments Lab / Shop
Students are given the scheduling appointment sheet and three appointment scheduling forms. Provide highlighters and pencils for the students to create matrixes on the scheduling forms. Provide dates for the three days that they are to schedule appointments. Ask for student participation as the first three appointments are entered on the scheduling form. Walk around the room to see how the students are doing with the assignment.
- There is room for everyone Closure
Have students pair up to check each other's appointment scheduling forms. Review the steps for incorporating the four types of scheduling systems. All appointments should be on the three forms provided to the students.
- Assessment Types:
- Writing Samples, Demonstrations, Observations,
Observe how the students are applying the four types of appointment scheduling systems to the appointment forms. Make notice of students who state that they do not have enough room to schedule all of the appointments over a three day period and point out how they can make corrections to their their forms. I also encourage students to pair up.