March 16, 2021

 

Review from last week 

• learning concepts
• memo
• Excel 

 

EXCEL

• formulas
  

Workplace scenario - 

Create an annual expense budget for front office supplies. Include the monthly expenses for each item. Total the monthly expenses, as well as how much is spent on each item annually.

 

TEMPLATES

 Options for templates - Word or Canva.com

Workplace scenario - 

Your medical office is hosting a Spring Break Wellness Fair. Create a flyer to advertise the Wellness Fair. Consider all the details that should be included on the flyer.

 

PROFESSIONAL EMAIL

• sending, replying, forwarding
• formatting
• attachments
• professionalism
• settings: signature line, vacation responder
• organization, folders, searching

Workplace scenario - 

Respond to the following email:

I have moved to Denver, Colorado and would like to transfer my medical records to my new primary care physician. How do I do this?

Thank you, Liz Onufer (lizonufer@yahoo.com)

Your office has an online patient portal through which a patient can access her own records and forward OR a copy of the hard records can be mailed directly to the new doctor once the authorization form is filled out and the transfer fee paid.