CDPMA study materials
CDPMA study resources

CDPMA flashcards

CDPMA · Build recall with a focused review session.

32 cards. Read the term and the definition here. The deck at the top of this page is optional.

Span of control
The number of employees reporting directly to one supervisor. Wide spans suit routine standardized work; narrow spans suit complex, high-risk, or highly regulated roles requiring close oversight.
Policy versus procedure
A policy states the required rule or outcome and is approved by leadership; a procedure states the step sequence, responsible roles, and documentation produced to carry out that policy.
FTE workload calculation
Required full-time equivalents equal annual workload hours divided by annual productive hours per employee, where productive hours exclude paid time off, holidays, and training time.
Progressive discipline sequence
The escalating steps applied for repeated or serious conduct issues: verbal counseling, written warning, final written warning, suspension, termination. Each step requires contemporaneous documentation and consistent application.
Risk management control options
Four ways to handle an identified exposure: avoid the activity, reduce its frequency or severity, transfer the financial risk through insurance, or retain the risk with documented acceptance.
Job description core elements
A job description states the title, reporting relationship, essential functions, required qualifications and credentials, physical demands, and performance standards, and forms the basis for appraisal and hiring decisions.
Incident report purpose
An internal, non-punitive document recording an unexpected event, its circumstances, and immediate actions. It supports system improvement and is generally not placed in the patient record or released without legal review.
Emergency drill documentation
A written record of a conducted drill, including date, scenario, participants, evacuation time, identified deficiencies, and corrective actions assigned with responsible persons and completion dates.
Addendum correction rule
An error in a record is corrected by a new dated and signed entry referencing the original. The original entry is never erased, altered, or backdated, preserving the record's integrity.
Valid authorization elements
A release requires patient identity, the specific information covered, recipient, purpose, expiration date or event, signature and date, and a statement of the right to revoke.
Minimum necessary standard
The requirement to limit uses and disclosures of protected health information to the least amount needed for the purpose. It does not apply to disclosures to the patient or under a valid authorization.
Accounting of disclosures
A log of disclosures made outside treatment, payment, and operations, recording date, recipient, and purpose. Patients may request an accounting covering the prior six years.
Three safeguard categories
Administrative safeguards include risk analysis, training, and access authorization; physical safeguards include locked storage and device disposal; technical safeguards include unique user IDs, encryption, automatic logoff, and audit logs.
Business associate agreement
A written contract required before a vendor handles protected health information, specifying permitted uses, safeguard obligations, breach reporting duties, and return or destruction of data at contract end.
Breach notification deadline
Affected individuals must be notified without unreasonable delay and no later than 60 days after discovery of a breach. Regulator notification follows the same outer limit, with media notice for large breaches.
Record retention rule
Retain records for the longest applicable period among state statute, payer contract, and liability exposure; records of minor patients are kept until majority plus the limitation period.
Destruction log contents
A record of destroyed information showing the date, method used, range or description of records destroyed, and the person performing and witnessing destruction, confirming information is unreadable and unrecoverable.
Gross collection ratio
Total payments divided by total charges. It reflects both reimbursement levels and collection performance, so it is compared against the net ratio to separate fee-schedule effects from collection problems.
Net collection ratio
Total payments divided by total charges minus contractual adjustments. It measures how much of the legitimately owed amount was actually collected, independent of fee-schedule level.
Accounts receivable days
Total accounts receivable divided by total charges, multiplied by the number of days in the period. A rising value indicates slower payment or billing delays rather than higher revenue.
AR over 90 days
The dollar or percentage share of receivables older than 90 days. It is the primary liquidity indicator, and older balances require documented collection follow-up before any write-off.
Adjustment categories
Contractual adjustments reflect allowed amounts below charges; bad debt reflects uncollected patient balances after collection effort; administrative adjustments include charity care, small balances, and unappealable denials.
Clean claim rate
Claims accepted on first submission divided by total claims submitted. Low rates point to registration, eligibility, coding, authorization, or medical necessity defects upstream in the revenue cycle.
Payer mix effect
Payer mix is each payer's share of total payments. A shift toward lower-paying payers changes break-even visit volume even when total visit count stays constant.
Break-even volume formula
Fixed costs divided by the difference between revenue per unit and variable cost per unit. Fee-schedule or payer-mix changes alter revenue per unit and therefore the required volume.
Budget variance meaning
A favorable variance is revenue above or expense below budget; unfavorable is the reverse. Analysis separates volume effects from rate effects before corrective action is assigned.
Behavior-based feedback model
State the observed behavior, describe its impact, and specify the expected behavior. Feedback addresses behavior rather than personality and is delivered close to the event.
Thomas-Kilmann conflict modes
Five approaches to conflict: competing, collaborating, compromising, avoiding, and accommodating. Collaborating suits high-stakes issues with time available; avoiding suits trivial issues or needed cooling periods.
Active listening components
Attending, paraphrasing, reflecting feeling, clarifying with open questions, and summarizing. Open questions surface concerns; closed questions confirm specific facts.
Team development stages
Forming, storming, norming, performing, and adjourning. Conflict during storming is expected and is resolved by clarifying roles and ground rules rather than by reassigning staff.
Effective meeting elements
A stated purpose, timed agenda, assigned facilitator, note-taker and timekeeper, documented decisions, and action items each with an owner and due date.
Appraisal acknowledgment signature
The employee signs the appraisal to confirm receipt and discussion of its contents, not agreement with the rating. Disagreement is documented separately in the record.