AMCA MAAC study materials
AMCA MAAC study resources

AMCA MAAC key terms

AMCA MAAC · Get comfortable with the vocabulary.

Protected Health Information (PHI)

Any individually identifiable health information created, received, or maintained by a covered entity or its business associate. It includes names, dates, record numbers, and any data that could reasonably identify a patient.

Related: Minimum Necessary Standard, Notice of Privacy Practices, Business Associate Agreement
Minimum Necessary Standard

The HIPAA rule requiring that only the least amount of protected health information needed to accomplish a task be used, disclosed, or requested. It applies to most routine uses but not to treatment disclosures.

Related: Protected Health Information (PHI), Treatment, Payment, and Operations (TPO)
Notice of Privacy Practices

A written document a covered entity must give patients explaining how their health information may be used and disclosed, the patient's rights, and the entity's legal duties. Patients typically acknowledge receipt at check-in.

Related: Protected Health Information (PHI), Authorization
Authorization

A patient's signed, specific permission allowing a covered entity to use or disclose protected health information for purposes outside treatment, payment, or operations. It must describe the information, recipient, purpose, and expiration.

Related: Notice of Privacy Practices, Treatment, Payment, and Operations (TPO)
Treatment, Payment, and Operations (TPO)

The three core activities for which HIPAA permits use and disclosure of protected health information without patient authorization: delivering care, billing for it, and running the practice.

Related: Authorization, Minimum Necessary Standard
Business Associate Agreement

A contract between a covered entity and a vendor that handles protected health information on its behalf. It requires the vendor to safeguard the data and report breaches.

Related: Protected Health Information (PHI), Breach Notification Rule
Breach Notification Rule

The HIPAA requirement that covered entities notify affected individuals, the Department of Health and Human Services, and sometimes the media after an impermissible disclosure of unsecured protected health information.

Related: Business Associate Agreement, Protected Health Information (PHI)
Release of Information (ROI)

The formal process of disclosing a patient's medical records to an authorized person or entity. It requires a valid, signed authorization and careful verification of the requester's identity and legal right to the records.

Related: Authorization, Accounting of Disclosures
Accounting of Disclosures

A patient's right to receive a list of certain disclosures of their protected health information made by a covered entity, typically covering the prior six years. Routine treatment, payment, and operations disclosures are usually excluded.

Related: Release of Information (ROI), Protected Health Information (PHI)
Problem-Oriented Medical Record

A documentation format organized around a patient's specific problems, each with subjective findings, objective findings, an assessment, and a plan. It supports structured, consistent clinical note-taking.

Related: SOAP Note, Chart Audit
SOAP Note

A structured progress note with four sections: Subjective (patient's reported symptoms), Objective (exam findings and data), Assessment (clinical impression), and Plan (next steps and treatment).

Related: Problem-Oriented Medical Record, Chief Complaint
Chart Audit

A systematic review of medical records to verify completeness, accuracy, and compliance with documentation standards. Findings are used to correct errors and improve quality.

Related: Problem-Oriented Medical Record, Audit Trail
Audit Trail

An automated, chronological record of who accessed or modified electronic health information and when. It supports security monitoring and investigation of improper access.

Related: Chart Audit, Protected Health Information (PHI)
Chief Complaint

The patient's main reason for the visit, recorded in the patient's own words or a brief summary. It directs the focus of the history and examination.

Related: SOAP Note, History of Present Illness
History of Present Illness (HPI)

A detailed account of the current problem, including onset, location, duration, character, aggravating and relieving factors, and timing. It is a required element of most documentation.

Related: Chief Complaint, Review of Systems
Review of Systems (ROS)

A series of questions about symptoms across body systems, used to identify problems the patient may not have mentioned. It is documented separately from the physical exam.

Related: History of Present Illness (HPI), Past Medical History
Past Medical History

A record of the patient's prior illnesses, surgeries, hospitalizations, immunizations, and chronic conditions. It provides context for the current complaint and ongoing care.

Related: Review of Systems (ROS), Medication Reconciliation
Medication Reconciliation

The process of comparing a patient's current medication list with newly ordered medications to identify duplications, omissions, or interactions. It is typically done at each transition of care.

Related: Past Medical History, Allergy Documentation
Allergy Documentation

Recording the specific substance, the reaction, and the severity of each known allergy, including drug, food, and environmental allergies. It must be verified and updated at each visit.

Related: Medication Reconciliation
Appointment Scheduling Template

A structured grid that defines available appointment slots by provider, day, and visit type. It controls capacity and helps match appointment length to the reason for the visit.

Related: Overbooking, No-Show
No-Show

A patient who misses a scheduled appointment without canceling in advance. Practices track no-show rates to manage scheduling efficiency and may apply reminder or policy measures.

Related: Appointment Scheduling Template, Overbooking
Overbooking

Intentionally scheduling more patients than available slots to offset expected no-shows or cancellations. It must be balanced against wait times and staff capacity.

Related: No-Show, Appointment Scheduling Template
Recall System

A process for contacting patients when a follow-up visit, screening, or preventive service is due. It supports continuity of care and is usually tracked in the practice management system.

Related: Appointment Scheduling Template
Advance Beneficiary Notice (ABN)

A written notice given to a Medicare patient when a service may not be covered, explaining the likely denial and the patient's option to accept financial responsibility.

Related: Explanation of Benefits (EOB), Copayment
Explanation of Benefits (EOB)

A statement from an insurer showing services billed, the amount allowed, the amount paid, and the patient's financial responsibility. It is not a bill.

Related: Advance Beneficiary Notice (ABN), Copayment
Copayment

A fixed dollar amount a patient pays at the time of service, as defined by the insurance plan. It is separate from deductible and coinsurance amounts.

Related: Coinsurance, Deductible
Coinsurance

The percentage of allowed charges a patient pays after the deductible is met, with the insurer paying the remainder. For example, a 20 percent coinsurance means the patient pays 20 percent.

Related: Copayment, Deductible
Deductible

The amount a patient must pay out of pocket for covered services before the insurance plan begins paying its share. Deductibles typically reset each plan year.

Related: Coinsurance, Copayment
Coordination of Benefits (COB)

The process that determines which of a patient's insurance plans pays first when more than one plan covers the service. The primary plan pays first and the secondary plan may cover remaining costs.

Related: Explanation of Benefits (EOB), Copayment
Current Procedural Terminology (CPT)

A standardized code set maintained by the American Medical Association that describes medical, surgical, and diagnostic services. It is used to report procedures for reimbursement.

Related: ICD-10-CM, Evaluation and Management (E/M) Code
ICD-10-CM

The code set used to report diagnoses and reasons for visits in the United States. Accurate coding supports medical necessity, reimbursement, and public health reporting.

Related: Current Procedural Terminology (CPT), Medical Necessity
Evaluation and Management (E/M) Code

A category of CPT codes that describes office and hospital visits, selected by documented level of history, examination, and medical decision-making or time.

Related: Current Procedural Terminology (CPT), Medical Necessity
Medical Necessity

The determination that a service is reasonable, appropriate, and required for the diagnosis or treatment of a patient's condition. Payers require documentation supporting it before paying a claim.

Related: ICD-10-CM, Claim Denial
Claim Denial

A payer's refusal to pay a submitted claim, often due to missing information, coding errors, or lack of medical necessity. Denials must be reviewed and may be appealed within deadlines.

Related: Medical Necessity, Clean Claim
Clean Claim

A claim submitted with all required information correct and complete, so it can be processed without additional review. Clean claims reduce denials and speed reimbursement.

Related: Claim Denial, Coordination of Benefits (COB)
Triage

The process of sorting patients by the urgency of their condition to prioritize care. It determines who is seen first when resources are limited.

Related: Vital Signs, Chief Complaint
Vital Signs

Measurements of basic body functions, typically including temperature, pulse, respiration rate, blood pressure, and sometimes oxygen saturation and pain. They help detect changes in patient status.

Related: Triage, Cardiopulmonary Resuscitation (CPR)
Cardiopulmonary Resuscitation (CPR)

Emergency chest compressions and rescue breaths used to maintain circulation and breathing when a patient's heart or breathing has stopped. Prompt initiation improves survival.

Related: Automated External Defibrillator (AED), Vital Signs
Automated External Defibrillator (AED)

A portable device that analyzes a heart rhythm and delivers a shock to restore a normal rhythm during sudden cardiac arrest. It provides voice prompts for trained and untrained responders.

Related: Cardiopulmonary Resuscitation (CPR)
Medical Terminology Word Roots and Suffixes

The building blocks of medical words: a root carries the core meaning, a suffix modifies it, and a prefix adds location, number, or time. Recognizing these parts lets you decode unfamiliar terms.

Related: Chief Complaint