CMSA study materials
CMSA study resources

CMSA cheat sheet

CMSA · Keep the key ideas within reach.

Quick reference

Patient Care and Clinical Fundamentals

  • Normal adult resting values: oral temperature 36.5-37.5 C (97.7-99.5 F); pulse 60-100 beats/min; respirations 12-20 breaths/min; blood pressure under 120/80 mmHg.

  • Body mass index = weight in kilograms divided by height in meters squared (kg/m^2); overweight is 25-29.9, obesity is 30 or higher.

  • Intake and output are recorded in milliliters; 1 ounce equals 30 mL, 1 cup equals 240 mL, and 1 kilogram of body weight equals about 1 liter of fluid.

  • The 5 rights of medication and procedure safety: right patient, right drug or procedure, right dose, right route, right time; documentation is the sixth check.

  • Positioning rules: supine is flat on the back; Fowler is 45-60 degrees head elevation; semi-Fowler is 15-30 degrees; Trendelenburg is head down; Sims is left lateral with the right knee drawn up.

  • Standard precautions apply to all patients regardless of diagnosis; hand hygiene is performed before and after every patient contact and after glove removal.

  • Ambulation assistance: stand on the patient's weaker side, apply a gait belt around the waist, and keep the patient's feet behind the walker's rear legs.

  • Range of motion terms: flexion decreases the joint angle, extension increases it, abduction moves away from midline, adduction moves toward midline, rotation turns on an axis.

Quick reference

Medical Asepsis, Infection Control, and Safety

  • Medical asepsis reduces organisms and applies to routine care; surgical asepsis eliminates all microorganisms and applies to invasive procedures, sterile dressing changes, and catheter insertion.

  • The chain of infection has six links: infectious agent, reservoir, portal of exit, mode of transmission, portal of entry, susceptible host; breaking any link prevents transmission.

  • Hand hygiene duration: at least 20 seconds with soap and water; alcohol-based rub is used when hands are not visibly soiled and is not effective against C. difficile spores.

  • Sterile field rules: sterile items contact only sterile items; the field edge is 1 inch (2.5 cm) wide and is considered contaminated; never turn the back on a sterile field.

  • Personal protective equipment order: gown first, then mask or respirator, then goggles, then gloves; removal reverses the order with gloves removed last.

  • Needlestick protocol: wash the site with soap and water, report immediately, and follow post-exposure testing; do not squeeze or scrub the puncture.

  • Transmission-based precautions: contact for MRSA and C. difficile, droplet for influenza and pertussis, airborne with N95 for tuberculosis, measles, and varicella.

  • Fire safety uses RACE: Rescue, Alarm, Contain, Extinguish or Evacuate; the PASS technique operates an extinguisher: Pull, Aim, Squeeze, Sweep.

Quick reference

Vital Signs and Patient Assessment

  • Pulse sites in order of ease: radial, brachial, carotid, temporal, femoral, popliteal, posterior tibial, dorsalis pedis; the apical pulse is counted at the heart apex for a full minute.

  • Pulse quality is graded 0 absent, 1+ weak and thready, 2+ normal, 3+ bounding; an irregular radial pulse requires an apical count.

  • Blood pressure cuff width should be about 40 percent of arm circumference; a cuff that is too small falsely raises the reading.

  • Korotkoff sounds: phase I is the first clear tapping sound (systolic), phase V is the disappearance of sound (diastolic).

  • Orthostatic hypotension is a drop of 20 mmHg systolic or 10 mmHg diastolic within 3 minutes of standing; measure lying, sitting, and standing.

  • Pain is the fifth vital sign; the 0-10 numeric scale suits adults, the Wong-Baker faces scale suits children, and the PAINAD scale suits nonverbal patients.

  • Pulse oximetry below 90 percent is abnormal; cold fingers, dark nail polish, and poor perfusion can produce false low readings.

  • Respiratory assessment: normal adult rate 12-20 per minute, regular rhythm, unlabored; count for 30 seconds and multiply by two if regular, or a full minute if irregular.

Quick reference

Pharmacology and Medication Administration

  • The parenteral routes and typical needle gauges: intradermal 25-27 gauge, subcutaneous 25-27 gauge, intramuscular 20-23 gauge, intravenous 18-22 gauge.

  • Injection angles: intradermal 5-15 degrees, subcutaneous 45-90 degrees, intramuscular 90 degrees; the deltoid holds up to 1 mL, the ventrogluteal up to 3 mL.

  • The six rights are patient, drug, dose, route, time, and documentation; verify the label against the order at least three times.

  • Common abbreviations: qd means daily, bid twice daily, tid three times daily, qid four times daily, prn as needed, ac before meals, pc after meals, hs at bedtime.

  • Dosage formula: desired dose divided by available dose, multiplied by the quantity on hand, gives the amount to administer.

  • Controlled substances require a witness for wasting, a double lock, and an exact count at shift change; discrepancies are reported immediately.

  • Anaphylaxis signs include hives, wheezing, throat tightness, and hypotension; epinephrine is the first-line drug and is given intramuscularly.

  • Insulin types by onset: rapid-acting 15 minutes, short-acting 30 minutes, intermediate 1-2 hours, long-acting 1-2 hours with no peak; only regular insulin may be given intravenously.

Quick reference

Diagnostic Testing and Laboratory Procedures

  • Venipuncture order of draw for tubes: blood cultures, light blue citrate, serum red or gold, green heparin, lavender EDTA, gray oxalate or fluoride.

  • Fasting requirements: lipid panel and fasting glucose need 8-12 hours without food; water and usual medications are permitted unless ordered otherwise.

  • Hemoglobin A1c reflects average glucose over about 2-3 months and does not require fasting; a value of 6.5 percent or higher supports a diabetes diagnosis.

  • Complete blood count reference ranges: hemoglobin 12-16 g/dL for women and 14-18 g/dL for men; platelets 150,000-450,000 per microliter.

  • Capillary puncture: warm the site, use the side of the fingertip, wipe away the first drop, and avoid the thumb and index finger.

  • Urinalysis: specific gravity 1.005-1.030, pH 4.6-8.0; nitrite and leukocyte esterase positivity suggests urinary tract infection.

  • Electrolyte values: sodium 135-145, potassium 3.5-5.0, chloride 98-107, and bicarbonate 22-29 mEq/L.

  • Timed specimens: a 24-hour urine collection discards the first void, keeps all urine after it, and is stored cold; a midstream clean-catch is used for urine culture.

Quick reference

Surgical and Procedural Assistance

  • Surgical hand scrub and sterile gowning precede gloving; the closed gloving method is used for the first pair, open gloving for subsequent pairs.

  • Instrument categories: cutting (scalpel, scissors), grasping (forceps, clamps), retracting (retractors), and suturing (needle holders).

  • Suture sizing: the first number is the gauge and the second is the length; 3-0 is thicker than 5-0; absorbable sutures include Vicryl and chromic gut.

  • Anesthesia types: local numbs a small area, regional blocks a region such as a limb, general produces unconsciousness, and moderate sedation keeps the patient responsive.

  • Counts are performed for sponges, sharps, and instruments at three points: before the incision, before closure, and at skin closure; a discrepancy halts closure.

  • Surgical wound classification: clean, clean-contaminated, contaminated, and dirty; prophylactic antibiotics are given within 60 minutes before incision.

  • Postoperative priorities follow the ABCs: airway, breathing, circulation; then monitor for hemorrhage, infection, and deep vein thrombosis.

  • Malignant hyperthermia presents with rising temperature, muscle rigidity, and tachycardia; dantrolene is the specific treatment.

Quick reference

Medical Office Administration and Documentation

  • The medical record is a legal document; entries are made in permanent ink, dated, timed, signed with credentials, and never altered with correction fluid.

  • Corrections are made with a single line through the error, the initials and date, and the correct information written beside it; the original remains legible.

  • SOAP note format: Subjective (patient report), Objective (measurable findings), Assessment (impression or diagnosis), Plan (treatment and follow-up).

  • Scheduling rules: new patients receive longer appointments than established patients; urgent cases are triaged and offered the earliest opening.

  • Health Insurance Portability and Accountability Act permits disclosure for treatment, payment, and operations; other disclosures need written authorization.

  • Release of information requires a signed authorization naming the recipient, the specific information, the purpose, and an expiration date.

  • Appointment reminders reduce no-shows; a missed appointment is documented in the record according to office policy.

  • Electronic health record safeguards include unique user logins, automatic logoff, audit trails, and role-based access.

Quick reference

Professionalism, Ethics, and Legal Considerations

  • Scope of practice defines tasks permitted by licensure and state law; performing outside it exposes the worker to discipline and liability.

  • Informed consent requires capacity, disclosure of risks and alternatives, voluntariness, and the patient's signature; the provider obtains consent, not the assistant.

  • Negligence requires four elements: duty, breach of duty, causation, and damages; all four must be proven.

  • Battery is unauthorized touching; assault is a threat of touching; false imprisonment is unjustified restraint or detention.

  • Mandatory reporting covers suspected child abuse, elder abuse, and certain communicable diseases; reporting is required regardless of confidentiality.

  • Advance directives include living wills and durable power of attorney for health care; they take effect when the patient loses decision-making capacity.

  • Advance beneficiary notice informs a patient in advance that a service may not be covered and that the patient may be billed.

  • Ethical principles: autonomy respects patient choice, beneficence promotes good, nonmaleficence avoids harm, justice ensures fairness, and confidentiality protects private information.

Quick reference

Communication and Patient Education

  • Therapeutic communication techniques include open-ended questions, reflection, restating, clarification, and silence; closed questions gather specific facts.

  • Blocking behaviors to avoid: false reassurance, giving advice, changing the subject, and asking why questions that imply judgment.

  • Teach-back confirms understanding: the patient explains or demonstrates the skill in their own words; a nod is not confirmation.

  • Health literacy affects comprehension; plain-language materials should target a sixth-grade reading level and avoid unexplained jargon.

  • Interpreters are used for limited-English-proficiency patients; family members, especially children, are not appropriate interpreters for clinical discussions.

  • Hearing-impaired patients are entitled to qualified sign language interpreters or auxiliary aids under the Americans with Disabilities Act.

  • Grief stages described by Kubler-Ross are denial, anger, bargaining, depression, and acceptance; they are not strictly sequential.

  • Documentation of education includes the topic, the method, the patient's response, and the need for reinforcement.

Quick reference

Communication and Patient Education (Extended)

  • Informed consent discussion elements: diagnosis, nature of the procedure, risks, benefits, alternatives, and the right to refuse.

  • Patient education domains: medication purpose and side effects, wound care, diet, activity restrictions, and when to seek emergency care.

  • Motivational interviewing uses open questions, affirmation, reflective listening, and summarizing to strengthen a patient's own change talk.

  • Nonverbal communication includes eye contact, posture, and personal space; the intimate zone is under 18 inches and is reserved for care.

  • Conflict de-escalation: lower the voice, acknowledge feelings, offer choices, and maintain a safe distance and exit route.

  • Cultural competence includes using trained interpreters, respecting dietary and religious practices, and avoiding assumptions about health beliefs.

  • Written instructions should use large print, bullet points, and a teach-back check; follow-up calls reinforce adherence.

  • Barriers to learning include pain, anxiety, fatigue, hearing or vision loss, and low literacy; address barriers before teaching.

Quick reference

Communication and Patient Education (Special Populations)

  • Pediatric teaching targets the caregiver and uses play, simple words, and praise; the child's developmental stage guides the approach.

  • Older adults may need larger print, slower speech, and repetition; hearing loss often affects high frequencies first.

  • Cognitive impairment requires short sessions, one instruction at a time, and family involvement with consent.

  • Anxiety reduces retention; teach in short sessions and provide written reinforcement.

  • Interpreters should be medically qualified; ad hoc interpreters risk errors and breach confidentiality.

  • Health literacy screening uses plain-language questions and avoids shame; a sixth-grade reading level is a common target.

  • Documentation of teaching includes content, method, response, and follow-up plan.

  • Patient portals and secure messaging extend education but require identity verification and privacy safeguards.

Quick reference

Communication and Patient Education (Documentation and Follow-up)

  • Education documentation includes the topic, the method, the patient's response, and any need for reinforcement.

  • Follow-up planning includes appointment reminders, written instructions, and a contact number for questions.

  • Teach-back is the preferred method to confirm understanding; the patient explains or demonstrates the skill.

  • Plain-language materials target a sixth-grade reading level and avoid unexplained jargon.

  • Interpreters are required for limited-English-proficiency patients; family members, especially children, are not appropriate for clinical discussions.

  • Hearing-impaired patients are entitled to qualified sign language interpreters or auxiliary aids under the Americans with Disabilities Act.

  • Barriers to learning include pain, anxiety, fatigue, hearing or vision loss, and low literacy; address them before teaching.

  • Confidentiality applies to all communication, including phone calls, portals, and messages left with others.