Patient access representatives, also known as patient service representatives, are often the first point of contact for patients visiting a hospital or clinic. In this role, you will help patients check in, schedule appointments, verify insurance, and ensure accurate information—all while providing clear, compassionate customer service.
This rewarding position is ideal for someone who enjoys helping others, staying organized, and working in a professional healthcare environment without undergoing years of schooling. It builds valuable skills like communication, teamwork, problem-solving, and computer proficiency, opening the path to long-term growth in healthcare.
This course provides the knowledge needed to work successfully as a patient access representative—no previous healthcare experience required. The course’s electronic health record simulator offers a hands-on learning experience with the technology used to manage today’s patient healthcare information. You will learn the in-person and remote communication skills critical for success in this position. This course also teaches you how to collect patient information and answer billing questions.
This course provides comprehensive training that prepares you for two nationally recognized certification examinations through National Healthcareer Association (NHA): Certified Medical Administrative Assistant (CMAA) and Certified Electronic Health Record Specialist (CEHRS). You will receive vouchers with this course that covers the fees for both exams. With these two credentials under your belt, you set yourself apart before prospective employers and give yourself more than one career-growth track to follow.
This comprehensive electronic health records and administrative medical assistant certification course bundle also includes a preparatory medical terminology course that introduces you to medical language and human anatomy, emphasizing the interconnectedness of body systems in health and disease, with exams at the midterm and final stages. If you have prior knowledge of medical terminology, you can optionally test out of this preparatory course by achieving a minimum score of 80% on the evaluation test, replacing this course content if desired.
Funding Disclaimer: For Workforce Innovation and Opportunity Act (WIOA) funded students, please consult with your funding source representative before taking advantage of this course's test-out feature. Different funding programs may have specific requirements and/or restrictions. If you attempt the test-out feature(s) in the Medical Terminology course without getting approval, your funding benefits may be jeopardized due to minimum hour requirements.
Instructor(s):Rachael Delekta
Rachael Delekta is an MBA in Healthcare Administration and Certified Electronic Health Records Specialist. Rachael has been in the health care field for over ten years. She has worked mostly on the insurance side of things, as a customer service manager for dental insurance, a claims and customer service coach, and a workers' compensation case management biller and auditor. She works daily with medical records and healthcare software.
Medical Terminology Instructors
Our medical terminology course section is taught by multiple experienced instructors. See here for a full list of these instructors.
Requirements:
Hardware Requirements:
- This course can be taken on either a PC or Mac. Chromebooks are not compatible.
Software Requirements:
- PC: Windows 8 or later.
- Mac: macOS 12 or later.
- Browser for the course and MindTap: The latest version of Internet Explorer, Firefox, Chrome, or Safari browsers. (Although Firefox or Chrome is preferred)
- Adobe Acrobat Reader
- Software must be installed and fully operational before the course begins.
Other:
- Email capabilities and access to a personal email account.
Instructional Material Requirements:
The instructional materials required for this course are included in enrollment.
The following digital textbook for the Medical Terminology course is accessed via links in the course lessons:
- Comprehensive Medical Terminology for Health Professions, 1st Edition (eBook)
The following digital textbooks for the Patient Access Representative course are accessed via links in the course lessons:
- Administrative Medical Assisting (eBook)
- Understanding Health Insurance: A Guide to Billing and Reimbursement (eBook)
- Workbook to Accompany Understanding Health Insurance: A Guide to Billing and Reimbursement (eBook)
You will receive an access code to access MOSS 4.0, which is a simulated EHR.
Please note: You will receive a digital book if the physical book is on backorder.
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Lesson 1
- Medical Terminology
- Getting Started
- How to Take This Course
- Test-Out Exam 1: Lessons 1–Midterm Exam
- Introduction to Medical Terminology and the Human Body in Health and Disease
- The Musculoskeletal System
- The Cardiovascular System
- The Lymphatic and Immune Systems
- The Respiratory System
- The Digestive System
- The Urinary System
- Midterm
- Test-Out Exam 2: Lessons 8–Final Exam
- The Nervous System
- Special Senses: The Eyes and Ears
- The Integumentary System
- The Endocrine System
- Mental Health
- Male and Female Reproductive Systems
- Diagnostic Procedures, Nuclear Medicine, and Complementary Medicine
- Final Exam
- Patient Access Representative
- Becoming a Patient Access Representative
- Law, Ethics, and Healthcare
- An Overview of EHR and CEHRS
- An Introduction to MOSS 4.0
- History of EHRs
- Steps to EHR Implementation
- The EHR Framework
- HIPAA Requirements and EHR Systems
- The EHR and Record Content
- Introduction to Health Insurance
- Managing Medical Records
- Lists, Treatment Plans, Orders, and Results
- Patient Visit Management
- Coding and billing Language Overview
- Patient Communications
- Telecommunications
- Managing Stress and Improving Communication
- Call Centers
- Improving Your Medical Offices
- Enhancing the Patient Experience
- Practice Reports, Research, and Registries
- Personal Health Records and Continuing Care Records
- Revenue Cycle Management
- Daily Financial Practices
- Maximizing Reimbursement
- Certification Exam Preparation
- How to Find a Job as a Patient Access Representative
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