Overview
Work History
Education
Skills
Guide to Success for EHRclinic
Chapter 5: Legal and Ethical Issues
Chapter 6: Infection Control Fundamentals
Chapter 8: Office Equipment and Supplies
Chapter 10: Written and Electronic Communication
Chapter 11: Medical Records and Documentation
Chapter 12: Electronic Health Records
Chapter 13: Managing Medical Records
Chapter 14: Telephone Techniques
Chapter 15: Patient Education
Chapter 16: Schedule Management
Chapter 17: Insurance and Billing
Chapter 18: Diagnostic Coding
Chapter 19: Procedural Coding
Chapter 20: Patient Collections and Financial Management
Chapter 36: Patient Interview and History
Chapter 37: Vital Signs and Measurement
Chapter 38: Assisting with General Physical Exam
Chapter 39: Assisting in Reproductive and Urinary Specialties
Chapter 40: Assisting in Pediatrics
Chapter 41: Assisting in Geriatrics
Chapter 42: Assisting in Other Medical Specialties
Chapter 43: Assisting with Eye and Ear Care
Chapter 44: Assisting with Minor Surgery
Chapter 45: Orientation to the Lab
Chapter 46: Microbiology and Disease
Chapter 47: Collecting, Processing, and Testing Urine and Stool Specimens
Chapter 48: Collecting, Processing, and Testing Blood Specimens
Chapter 49: Electrocardiography and Pulmonary Function Testing
Chapter 50: Diagnostic Imaging
Chapter 51: Principles of Pharmacology
Chapter 53: Medication Administration
Chapter 54: Physical Therapy and Rehabilitation
Chapter 55: Nutrition and Health
Chapter 56: Practice Management
Languages
Timeline
Generic

Ashley Santiago

Richmond

Overview

4
4
years of professional experience

Work History

Teacher

Primrose Schools
Sugar Land, TX
11.2024 - 08.2025

i worked with toddlers and was able to engage with their everyday learning. i enjoyed making a positive impact in their lifes.

Merchandiser

M&d Supply
Rosenberg, TX
06.2021 - 08.2022

started off as a cashier and made my way up to merchandiser. I enjoyed being able to help costumers.

Education

High School Diploma -

Fulshear Highschool
Fulshear, TX
05.2020

Skills

    bilingual speaker

    fluent spanish

    multitasking

    hands on

    hard worker

    fast learner

Guide to Success for EHRclinic

  • Welcome to Booth, Medical Assisting 7e! If you’re looking for the documentation, you’ll need to complete the EHRclinic Exercises, this is the place. Below are the links to the documentation you’ll need for the steps for each of the exercises. You’ll also find a link to the Guide to Success for EHRclinic.
  • Guide to Success for EHRclinic

Chapter 5: Legal and Ethical Issues

  • 5.01 Add an Acknowledgement of Receipt of NPP to a Patient's EHR
  • 5.02 Add an Authorization to Release Health Information to a Patient's EHR

Chapter 6: Infection Control Fundamentals

6.01 Add a Note to a Patient's EHR

Chapter 8: Office Equipment and Supplies

  • 8.01 Assign Staff Access Levels in an EHR
  • 8.02 Assign a Task Item

Chapter 10: Written and Electronic Communication

  • 10.01 Create a Patient Test Result Letter
  • 10.02 Create an Excuse Note
  • 10.03 Email a Patient
  • 10.04 Composing an Electronic Patient Letter Using a Template
  • 10.04 Create a Collection Letter
  • Procedure 10.04 Composing an Electronic Patient Letter Using a Template
  • Workbook Chapter 10 Application #6: Composing an Electronic Patient Letter

Chapter 11: Medical Records and Documentation

  • 11.01 Add a New Patient to the EHR
  • 11.02 Edit Patient Demographics
  • 11.03 Record a Patient's Vital Signs
  • 11.04 Record a SOAP Note

Chapter 12: Electronic Health Records

  • 12.01 Navigate an EHR
  • 12.02 Schedule a New Patient Appointment
  • 12.03 Add Insurance to a New Patient's EHR
  • 12.04 Add a New Patient to the EHR
  • 12.05 Track a Patient in the EHR
  • 12.06 Document Receipt of Notice of Privacy Practices
  • 12.07 Build a New Patient's Face Sheet
  • 12.08 Add Allergies to a Patient's Face Sheet
  • 12.09 Add Medications to a Patient's Face Sheet
  • 12.10 Record a Patient's Vital Signs
  • 12.11 Build an Office Visit Note
  • 12.12 Order Lab and Imaging Tests
  • 12.13 Add an Immunization to the EHR
  • 12.14 Document a Patient's Plan of Care in the EHR
  • 12.15 Add Diagnoses and Procedures to a Patient's Encounter
  • 12.16 Create a Clinical Visit Summary
  • 12.17 Create a Routing Slip
  • 12.18 Apply a Patient's Payment to the Account
  • 12.19 Create and submit an Insurance Claim
  • 12.20 Post Insurance Deposits
  • 12.21 Add Lab and Imaging Results to a Patient's EHR
  • 12.22 Complete a Patient's Telephone Encounter
  • 12.23 Create a Patient Test Result Letter
  • Procedure 12.01 Creating a New Patient Record Using EHR Software
  • Procedure 12.02 Checking-in and Rooming a Patient in an Electronic Health Record
  • Procedure 12.03 Creating an Appointment Matrix for an Electronic Scheduling System
  • Procedure 12.04 Schedule a Patient Appointment Using an Electronic Scheduler
  • Workbook Chapter 12 Application #2a: Add an Existing Patient to the Schedule
  • Workbook Chapter 12 Application #2b: Add a New Patient to the Schedule
  • Workbook Chapter 12 Application #2c: Block Out Time on the Schedule
  • Workbook Chapter 12 Application #2d: Add Additional Patients to the Schedule

Chapter 13: Managing Medical Records

  • 13.01 Update the Status of the Recall List
  • Workbook Chapter 13 Application #3: Obtain Patient Information from an EHR

Chapter 14: Telephone Techniques

  • 14.01 Create an Electronic Telephone Encounter
  • 14.02 Create an Urgent Electronic Telephone Encounter
  • 14.03 Complete a Prescription Refill Request
  • Workbook Chapter 14 Case Studies #3b: Create Phone Message – Joseph Grenia
  • Workbook Chapter 14 Case Studies #3c: Create Phone Message – Maya Martin
  • Workbook Chapter 14 Case Studies #3f: Create Phone Message – Teena Johnson

Chapter 15: Patient Education

  • 15.01 Document Administration of Patient Education
  • 15.02 Document Administration of Pre- and Post-Operative Instructions
  • Procedure 15.01 Creating Electronic Patient Instructions
  • Workbook Chapter 15 Application #2: Document Patient Education Using an EHR

Chapter 16: Schedule Management

  • 16.01 Maintain a Provider's Schedule Matrix in an EHR
  • 16.02 Add a Patient to the Schedule in an EHR
  • 16.03 Cancel a Patient's Appointment in an EHR
  • 16.04 Document administration of surgical instructions
  • 16.05 Demo: Checking-In an Established Patient
  • Workbook Chapter 16 Application #1: Setting Up an Appointment Matrix
  • Workbook Chapter 16 Application #2a-c: Schedule Patient Appointments 1
  • Workbook Chapter 16 Application #2d-f: Schedule Patient Appointments 2
  • Workbook Chapter 16 Application #2g-i: Schedule Patient Appointments 3

Chapter 17: Insurance and Billing

  • 17.01 Create and Submit an Insurance Claim
  • Workbook Chapter 17 Application #4b: Complete an Office Visit with Insurance Claim Submission

Chapter 18: Diagnostic Coding

  • 18.01 Assign a Diagnostic Code to an Office Visit - A
  • 18.02 Assign a Diagnostic Code to an Office Visit - B
  • 18.03 Maintain the Diagnosis Code Database in an EHR
  • Workbook Chapter 18 Application #2 Practice: Add Diagnostic Codes to an EHR

Chapter 19: Procedural Coding

  • 19.01 Assign a Procedure Code to an Office Visit - A
  • 19.02 Assign a Procedure Code to an Office Visit - B
  • 19.03 Maintain the Procedure Code Database in an EHR
  • Procedure 19.03 Entering CPT and ICD Codes into an EHR Program

Chapter 20: Patient Collections and Financial Management

  • 20.01 Record a Patient Payment
  • 20.02 Post Insurance Deposits to the Practice Account
  • 20.03 Create a Patient Statement
  • 20.04 Create an Age Analysis Report
  • 20.05 Handle a Returned NSF Check
  • 20.06 Process a Patient Payment
  • 20.07 Issue a Patient Refund
  • 20.08 Posting an Insurance Payment to One Patient Account using an RA
  • 20.09 Posting an Insurance Payment to Multiple Patient Accounts using an RA (Medicare)
  • 20.10 Posting an Insurance Payment to a Patient Account using an RA
  • 20.11 Posting Secondary Insurance Payments to Multiple Patient Accounts using an RA
  • 20.12 Posting a Denial from an EOB
  • 20.13 Posting a Non-Covered Service from an RA
  • 20.14 Posting a Deductible from an RA
  • 20.15 Batch Invoicing to Patients with Balance Due

Chapter 36: Patient Interview and History

  • 36.01 Record a Patient's Interview and History in an EHR
  • 36.02 Record a Patient's Review of Systems (ROS) in an EHR
  • Workbook Chapter 36 Application #2d: Record a Patient Interview

Chapter 37: Vital Signs and Measurement

  • 37.01 Record a Patient's Vital Signs and Measurements - A
  • 37.02 Record a Patient's Vital Signs and Measurements - B

Chapter 38: Assisting with General Physical Exam

38.01 Record a Patient's Physical Exam (PE) in an EHR

Chapter 39: Assisting in Reproductive and Urinary Specialties

  • 39.01 Record a Gynecologic Exam in a Patient's EHR
  • 39.02 Add Test Results to a Patient's EHR
  • 39.03 Document Patient Education for Testicular Self-Exam

Chapter 40: Assisting in Pediatrics

  • 40.01 Record Pediatric Vital Signs and Measurement
  • 40.02 Review a Pediatric Growth Chart in an EHR
  • 40.03 Document Administration of Patient Education for Infants and Toddlers
  • 40.04 Record the Administration of a Pediatric Immunization

Chapter 41: Assisting in Geriatrics

  • 41.01 Document Administration of Patient Education for Fall Prevention
  • 41.02 Document Administration of Patient Education for Daily Water Intake

Chapter 42: Assisting in Other Medical Specialties

42.02 Document Scratch Test Results

Chapter 43: Assisting with Eye and Ear Care

  • 43.01 Record Vision Test (Snellen) Results
  • 43.02 Document Results of an Auditory Acuity Test
  • Workbook Chapter 43 Application #3: Document Snellen Vision Test Results
  • Workbook Chapter 43 Application #4: Document Auditory Acuity Test Results

Chapter 44: Assisting with Minor Surgery

  • 44.01 Document a Patient's Informed Consent
  • 44.02 Document Patient Education - Wound Care after Mole Removal
  • Workbook Chapter 44 Application #3b: Document Informed Consent
  • Workbook Chapter 44 Application #3c: Document Wound Care Education

Chapter 45: Orientation to the Lab

  • 45.01 Order a Patient's Labs
  • 45.02 Record a Patient's Lab Results

Chapter 46: Microbiology and Disease

  • 46.01 Order a Strep Test for a Patient
  • 46.02 Record Strep Test Results for a Patient
  • Workbook Chapter 46 Application #2: Order a Strep Test
  • Workbook Chapter 46 Application #3: Record the Results of a Strep Test

Chapter 47: Collecting, Processing, and Testing Urine and Stool Specimens

  • 47.01 Record Urine Dipstick Results
  • 47.02 Document Release of Urine Specimen for Chain of Custody

Chapter 48: Collecting, Processing, and Testing Blood Specimens

  • 48.01 Order Bloodwork for a Patient
  • 48.02 Record Glucose Test Results

Chapter 49: Electrocardiography and Pulmonary Function Testing

  • 49.01 Order an ECG for a Patient
  • 49.02 Upload an ECG Tracing to a Patient's EHR
  • 49.03 Record Vital Signs Including Pulse Oximetry

Chapter 50: Diagnostic Imaging

  • 50.01 Document Administration of Patient Education - Mammography
  • 50.02 Upload Mammogram Results to a Patient's EHR

Chapter 51: Principles of Pharmacology

  • 51.01 Record Administration of a Vaccine
  • 51.02 Record Medications in a Patient's EHR
  • 51.03 Create a Prescription Refill Request

Chapter 53: Medication Administration

  • 53.01 Document Medication Administration
  • 53.02 Record Medications in a Patient's EHR
  • 53.03 Document Allergies in a Patient's EHR

Chapter 54: Physical Therapy and Rehabilitation

54.01 Refer a Patient to Physical Therapy

Chapter 55: Nutrition and Health

  • 55.01 Document Administration of Patient Education for Nutrition
  • 55.02 Record Food Allergies in a Patient's EHR

Chapter 56: Practice Management

  • 56.01 Assign Access Rights to an Employee
  • Workbook Chapter 56 Application #5: Add a New Staff Member to an EHR

Languages

Spanish
Native or Bilingual

Timeline

Teacher

Primrose Schools
11.2024 - 08.2025

Merchandiser

M&d Supply
06.2021 - 08.2022

High School Diploma -

Fulshear Highschool
Ashley Santiago