AMCA MAAC key terms
AMCA MAAC · Get comfortable with the vocabulary.
- Protected Health Information (PHI)
- Related: Minimum Necessary Standard, Notice of Privacy Practices, Business Associate Agreement
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.
- Minimum Necessary Standard
- Related: Protected Health Information (PHI), Treatment, Payment, and Operations (TPO)
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.
- Notice of Privacy Practices
- Related: Protected Health Information (PHI), Authorization
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.
- Authorization
- Related: Notice of Privacy Practices, Treatment, Payment, and Operations (TPO)
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.
- Treatment, Payment, and Operations (TPO)
- Related: Authorization, Minimum Necessary Standard
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.
- Business Associate Agreement
- Related: Protected Health Information (PHI), Breach Notification Rule
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.
- Breach Notification Rule
- Related: Business Associate Agreement, Protected Health Information (PHI)
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.
- Release of Information (ROI)
- Related: Authorization, Accounting of Disclosures
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.
- Accounting of Disclosures
- Related: Release of Information (ROI), Protected Health Information (PHI)
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.
- Problem-Oriented Medical Record
- Related: SOAP Note, Chart Audit
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.
- SOAP Note
- Related: Problem-Oriented Medical Record, Chief Complaint
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).
- Chart Audit
- Related: Problem-Oriented Medical Record, Audit Trail
A systematic review of medical records to verify completeness, accuracy, and compliance with documentation standards. Findings are used to correct errors and improve quality.
- Audit Trail
- Related: Chart Audit, Protected Health Information (PHI)
An automated, chronological record of who accessed or modified electronic health information and when. It supports security monitoring and investigation of improper access.
- Chief Complaint
- Related: SOAP Note, History of Present Illness
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.
- History of Present Illness (HPI)
- Related: Chief Complaint, Review of Systems
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.
- Review of Systems (ROS)
- Related: History of Present Illness (HPI), Past Medical History
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.
- Past Medical History
- Related: Review of Systems (ROS), Medication Reconciliation
A record of the patient's prior illnesses, surgeries, hospitalizations, immunizations, and chronic conditions. It provides context for the current complaint and ongoing care.
- Medication Reconciliation
- Related: Past Medical History, Allergy Documentation
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.
- Allergy Documentation
- Related: Medication Reconciliation
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.
- Appointment Scheduling Template
- Related: Overbooking, No-Show
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.
- No-Show
- Related: Appointment Scheduling Template, Overbooking
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.
- Overbooking
- Related: No-Show, Appointment Scheduling Template
Intentionally scheduling more patients than available slots to offset expected no-shows or cancellations. It must be balanced against wait times and staff capacity.
- Recall System
- Related: Appointment Scheduling Template
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.
- Advance Beneficiary Notice (ABN)
- Related: Explanation of Benefits (EOB), Copayment
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.
- Explanation of Benefits (EOB)
- Related: Advance Beneficiary Notice (ABN), Copayment
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.
- Copayment
- Related: Coinsurance, Deductible
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.
- Coinsurance
- Related: Copayment, Deductible
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.
- Deductible
- Related: Coinsurance, Copayment
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.
- Coordination of Benefits (COB)
- Related: Explanation of Benefits (EOB), Copayment
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.
- Current Procedural Terminology (CPT)
- Related: ICD-10-CM, Evaluation and Management (E/M) Code
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.
- ICD-10-CM
- Related: Current Procedural Terminology (CPT), Medical Necessity
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.
- Evaluation and Management (E/M) Code
- Related: Current Procedural Terminology (CPT), Medical Necessity
A category of CPT codes that describes office and hospital visits, selected by documented level of history, examination, and medical decision-making or time.
- Medical Necessity
- Related: ICD-10-CM, Claim Denial
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.
- Claim Denial
- Related: Medical Necessity, Clean Claim
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.
- Clean Claim
- Related: Claim Denial, Coordination of Benefits (COB)
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.
- Triage
- Related: Vital Signs, Chief Complaint
The process of sorting patients by the urgency of their condition to prioritize care. It determines who is seen first when resources are limited.
- Vital Signs
- Related: Triage, Cardiopulmonary Resuscitation (CPR)
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.
- Cardiopulmonary Resuscitation (CPR)
- Related: Automated External Defibrillator (AED), Vital Signs
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.
- Automated External Defibrillator (AED)
- Related: Cardiopulmonary Resuscitation (CPR)
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.
- Medical Terminology Word Roots and Suffixes
- Related: Chief Complaint
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.