March 30, 2021

 

REVIEW

EXCEL 

Workplace scenarios

1. Add an actual and variance column for each month to your office supplies budget.

2. Create a medical supply inventory spreadsheet. Include minimum quantity to stock, quantity on hand, and quantity to order. On a separate sheet, track units per package, total price, and price per unit.

 

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.

 

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.