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    – ## SC_EX365_2021_1a_AdrionnaHill_1.xlsx – ## instructionexcel.docx **## SC_EX365_2021_1a_AdrionnaHill_1.xlsx** ## Documentation | | | | — | — | | | New Era Medical | | | COMPLETE A BUDGET SUMMARY WORKSHEET | | Author: | Adrionna Hill | | Note: Do not edit this sheet. If your name doe…

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    – ## SC_EX365_2021_1a_AdrionnaHill_1.xlsx

    – ## instructionexcel.docx

    **## SC_EX365_2021_1a_AdrionnaHill_1.xlsx**

    ## Documentation

    | | |
    | — | — |

    | | New Era Medical |
    | | COMPLETE A BUDGET SUMMARY WORKSHEET |

    | Author: | Adrionna Hill |

    | Note: Do not edit this sheet. If your name does not appear in cell B6, please download a new copy of the file from the SAM website. |

    ## Budget Summary

    | | | | | | | | | |
    | — | — | — | — | — | — | — | — | — |
    | | | | | | | | | New Era Medical |
    | Budget Summary – Pennsylvania Center | | | | salespeople: | | 12 |

    | Profit and Loss Summary | Quarter 1 | | | Year to Date | Target | Variance |
    | Revenue | 1,003,500 | 1,007,750 | 1,100,150 | 3,111,400 | 4,200,000 |
    | Gross profit | 125,500 | 130,500 | 132,500 | 388,500 | 520,000 | (131,500) |
    | Gross margin | | | | | 12.5% | -12.5% |

    | Regional Sales | Quarter 1 | Quarter 2 | Quarter 3 | Year to Date | Target | Variance |
    | Northeast | 215,225 | 251,325 | 230,137 |
    | Southeast | 376,517 | 338,575 | 384,550 | | 1,200,000 |
    | Central | 95,605 | 100,345 | 115,228 | | 325,000 |
    | West | 316,153 | 317,505 | 370,235 | | 1,050,000 |
    | Total | 1,003,500 | 1,007,750 | 1,100,150 | – 0 | 2,575,000 |
    | Revenue per salesperson | 12 | | | | 250,000 |

    | Expenses | Quarter 1 | Quarter 2 | Quarter 3 | Year to Date | Target | Variance |
    | General expenses | 82,090 | 85,587 | 85,600 | 253,277 | 330,000 | (76,723) |
    | Operating profit/loss | 20,415 | 25,689 | 28,880 | 74,984 | 110,000 | (35,016) |
    | Operating margin | | | | | 2.5% | -2.5% |

    ## image1.png

    **## instructionexcel.docx**

    Shelly Cashman Excel 365/2021 | Module 1: SAM Project 1a

    ![](https://www.sweetstudy.com/questions/excel-learning)Shelly Cashman Excel 365/2021 | Module 1: SAM Project 1a

    ![](https://www.sweetstudy.com/questions/excel-learning)

    | |
    | — |
    | **2** |

    ![](https://www.sweetstudy.com/questions/excel-learning)![](https://www.sweetstudy.com/questions/excel-learning)

    ## New Era Medical

    ### Complete a Budget Summary Worksheet

    #### GETTING STARTED

    Save the file
    **SC_EX365_2021_1a_**
    **_FirstLastName__1.xlsx** as
    **SC_EX365_2021_1a_**
    **_FirstLastName__2.xlsx**

    Edit the file name by changing “1” to “2”.

    If you do not see the
    **.xlsx** file extension, do not type it. The file extension will be added for you automatically.

    With the file
    **SC_EX365_2021_1a_**
    **_FirstLastName__2.xlsx** open, ensure that your first and last name is displayed in cell B6 of the Documentation worksheet.

    If cell B6 does not display your name, delete the file and download a new copy.

    #### PROJECT STEPS

    Josh Bartel is the senior director of the Pennsylvania field office for New Era Medical, a global company that manufactures medical equipment. He has created a worksheet summarizing the revenue and expenses for the first three quarters of the year. He asks for your help in determining what the Pennsylvania office needs to do to meet its targeted profit goals in the fourth quarter.
    Go to the
    _Budget Summary_ worksheet. Cut the worksheet title from cell I1 and paste it in cell A1 to display the title in its expected location.

    In cell E2, add the text
    **Number of** so that the complete text appears as "Number of salespeople:" and more clearly identifies the value in cell G2.

    Enter
    **Quarter 2** in cell C4 and
    **Quarter 3** in cell D4.

    In cell G5, enter a formula without a function that subtracts the target revenue (cell
    **F5**) from the year to date revenue (cell
    **E5**) to determine how much revenue the field office needs to earn in Quarter 4 to reach its target for the year.

    Josh wants to calculate the gross margin for Quarters 1–3 and the year to date. Provide this information as follows:

    In cell B7, enter a formula without a function that divides the gross profit for Quarter 1 (cell
    **B6**) by the revenue in Quarter 1 (cell
    **B5**).

    Fill the range C7:E7 with the formula in cell B7 to find the gross margin for Quarters 2 and 3 and for the year to date.

    Josh needs to sum the sales for each Pennsylvania region for the year to date. Provide this information as follows:

    In cell E10, enter a formula that uses the
    **SUM** function to total the regional sales data for the Northeast region (the range
    **B10:D10**) to calculate the year-to-date sales.

    Use the Fill Handle to fill the range E11:E13 with the formula in cell E10 to find the year-to-date sales for the other three regions.

    In cell F10, enter the value
    **925000** to provide the targeted annual sales amount for the Northeast region.

    Josh wants to determine how much revenue each region needs to generate in Quarter 4 to reach its target for the year. Enter this information as follows:

    In cell G10, enter a formula without a function that subtracts the target sales for the Northeast region (cell
    **F10**) from its year to date regional sales (cell
    **E10**) to find the amount of sales the Northeast region needs to generate to meet its target.

    Copy the formula in cell G10, and then paste it in the range G11:G14, pasting the formulas only, to find the variances for the other regions and for the total.

    Josh is interested in how much revenue each of the 12 salespeople generates on average in each quarter and for the year to date. Find this information as follows:

    Edit cell B15 to include a formula without a function that divides the total regional sales in Quarter 1 (cell
    **B14**) by the number of salespeople (cell
    **G2**). Don't change the reference to cell G2 that is already there.

    Fill the range C15:E15 with the formula in cell B15 to determine the average revenue per salesperson in Quarters 2 and 3 and for the year to date.

    Josh also needs to calculate the operating margin, which is the ratio of operating profit or loss to revenue and indicates how much the office makes after paying for expenses. Calculate the operating margin as follows:

    In cell B20, enter a formula without a function that divides the operating profit or loss in Quarter 1 (cell
    **B19**) by the revenue from Quarter 1 (cell
    **B5**).

    Use the
    **Fill Handle** to fill the range C20:E20 with the formula in cell B20 to find the operating margin for Quarters 2 and 3 and for the year to date.

    Josh wants to include a visualization of the total year to date sales separated by region. Insert a chart to provide this visualization as follows:

    Create a
    **2-D Pie Chart** based on the nonadjacent ranges
    **A9:A13** and
    **E9:E13**.

    Enter
    **Total Year to Date Sales by Region** as the chart title.

    Resize and reposition the chart so its upper-left corner is in cell I4 and its bottom-right corner is in cell L18.

    Apply
    **Style 3** to the chart.

    Hide the gridlines for the
    _Budget Summary_ worksheet to make it easier to read.

    Your workbook should look like the Final Figures on the following pages. Save your changes, close the workbook, and then exit Excel. Follow the directions on the website to submit your completed project.

    #### Final Figure 1: Budget Summary Worksheet

    ![](https://www.sweetstudy.com/questions/excel-learning)

    ## image9.png

    ## image10.jpeg

    ## image6.png

    ## image7.png

    ## image8.png

    **## instructionexcel.docx**

    Shelly Cashman Excel 365/2021 | Module 1: SAM Project 1a

    ![](https://www.sweetstudy.com/questions/excel-learning)Shelly Cashman Excel 365/2021 | Module 1: SAM Project 1a

    ![](https://www.sweetstudy.com/questions/excel-learning)

    | |
    | — |
    | **2** |

    ![](https://www.sweetstudy.com/questions/excel-learning)![](https://www.sweetstudy.com/questions/excel-learning)

    ## New Era Medical

    ### Complete a Budget Summary Worksheet

    #### GETTING STARTED

    Save the file
    **SC_EX365_2021_1a_**
    **_FirstLastName__1.xlsx** as
    **SC_EX365_2021_1a_**
    **_FirstLastName__2.xlsx**

    Edit the file name by changing “1” to “2”.

    If you do not see the
    **.xlsx** file extension, do not type it. The file extension will be added for you automatically.

    With the file
    **SC_EX365_2021_1a_**
    **_FirstLastName__2.xlsx** open, ensure that your first and last name is displayed in cell B6 of the Documentation worksheet.

    If cell B6 does not display your name, delete the file and download a new copy.

    #### PROJECT STEPS

    Josh Bartel is the senior director of the Pennsylvania field office for New Era Medical, a global company that manufactures medical equipment. He has created a worksheet summarizing the revenue and expenses for the first three quarters of the year. He asks for your help in determining what the Pennsylvania office needs to do to meet its targeted profit goals in the fourth quarter.
    Go to the
    _Budget Summary_ worksheet. Cut the worksheet title from cell I1 and paste it in cell A1 to display the title in its expected location.

    In cell E2, add the text
    **Number of** so that the complete text appears as "Number of salespeople:" and more clearly identifies the value in cell G2.

    Enter
    **Quarter 2** in cell C4 and
    **Quarter 3** in cell D4.

    In cell G5, enter a formula without a function that subtracts the target revenue (cell
    **F5**) from the year to date revenue (cell
    **E5**) to determine how much revenue the field office needs to earn in Quarter 4 to reach its target for the year.

    Josh wants to calculate the gross margin for Quarters 1–3 and the year to date. Provide this information as follows:

    In cell B7, enter a formula without a function that divides the gross profit for Quarter 1 (cell
    **B6**) by the revenue in Quarter 1 (cell
    **B5**).

    Fill the range C7:E7 with the formula in cell B7 to find the gross margin for Quarters 2 and 3 and for the year to date.

    Josh needs to sum the sales for each Pennsylvania region for the year to date. Provide this information as follows:

    In cell E10, enter a formula that uses the
    **SUM** function to total the regional sales data for the Northeast region (the range
    **B10:D10**) to calculate the year-to-date sales.

    Use the Fill Handle to fill the range E11:E13 with the formula in cell E10 to find the year-to-date sales for the other three regions.

    In cell F10, enter the value
    **925000** to provide the targeted annual sales amount for the Northeast region.

    Josh wants to determine how much revenue each region needs to generate in Quarter 4 to reach its target for the year. Enter this information as follows:

    In cell G10, enter a formula without a function that subtracts the target sales for the Northeast region (cell
    **F10**) from its year to date regional sales (cell
    **E10**) to find the amount of sales the Northeast region needs to generate to meet its target.

    Copy the formula in cell G10, and then paste it in the range G11:G14, pasting the formulas only, to find the variances for the other regions and for the total.

    Josh is interested in how much revenue each of the 12 salespeople generates on average in each quarter and for the year to date. Find this information as follows:

    Edit cell B15 to include a formula without a function that divides the total regional sales in Quarter 1 (cell
    **B14**) by the number of salespeople (cell
    **G2**). Don't change the reference to cell G2 that is already there.

    Fill the range C15:E15 with the formula in cell B15 to determine the average revenue per salesperson in Quarters 2 and 3 and for the year to date.

    Josh also needs to calculate the operating margin, which is the ratio of operating profit or loss to revenue and indicates how much the office makes after paying for expenses. Calculate the operating margin as follows:

    In cell B20, enter a formula without a function that divides the operating profit or loss in Quarter 1 (cell
    **B19**) by the revenue from Quarter 1 (cell
    **B5**).

    Use the
    **Fill Handle** to fill the range C20:E20 with the formula in cell B20 to find the operating margin for Quarters 2 and 3 and for the year to date.

    Josh wants to include a visualization of the total year to date sales separated by region. Insert a chart to provide this visualization as follows:

    Create a
    **2-D Pie Chart** based on the nonadjacent ranges
    **A9:A13** and
    **E9:E13**.

    Enter
    **Total Year to Date Sales by Region** as the chart title.

    Resize and reposition the chart so its upper-left corner is in cell I4 and its bottom-right corner is in cell L18.

    Apply
    **Style 3** to the chart.

    Hide the gridlines for the
    _Budget Summary_ worksheet to make it easier to read.

    Your workbook should look like the Final Figures on the following pages. Save your changes, close the workbook, and then exit Excel. Follow the directions on the website to submit your completed project.

    #### Final Figure 1: Budget Summary Worksheet

    ![](https://www.sweetstudy.com/questions/excel-learning)

    ## image9.png

    ## image10.jpeg

    ## image6.png

    ## image7.png

    ## image8.png

    **## SC_EX365_2021_1a_AdrionnaHill_1.xlsx**

    ## Documentation

    | | |
    | — | — |

    | | New Era Medical |
    | | COMPLETE A BUDGET SUMMARY WORKSHEET |

    | Author: | Adrionna Hill |

    | Note: Do not edit this sheet. If your name does not appear in cell B6, please download a new copy of the file from the SAM website. |

    ## Budget Summary

    | | | | | | | | | |
    | — | — | — | — | — | — | — | — | — |
    | | | | | | | | | New Era Medical |
    | Budget Summary – Pennsylvania Center | | | | salespeople: | | 12 |

    | Profit and Loss Summary | Quarter 1 | | | Year to Date | Target | Variance |
    | Revenue | 1,003,500 | 1,007,750 | 1,100,150 | 3,111,400 | 4,200,000 |
    | Gross profit | 125,500 | 130,500 | 132,500 | 388,500 | 520,000 | (131,500) |
    | Gross margin | | | | | 12.5% | -12.5% |

    | Regional Sales | Quarter 1 | Quarter 2 | Quarter 3 | Year to Date | Target | Variance |
    | Northeast | 215,225 | 251,325 | 230,137 |
    | Southeast | 376,517 | 338,575 | 384,550 | | 1,200,000 |
    | Central | 95,605 | 100,345 | 115,228 | | 325,000 |
    | West | 316,153 | 317,505 | 370,235 | | 1,050,000 |
    | Total | 1,003,500 | 1,007,750 | 1,100,150 | – 0 | 2,575,000 |
    | Revenue per salesperson | 12 | | | | 250,000 |

    | Expenses | Quarter 1 | Quarter 2 | Quarter 3 | Year to Date | Target | Variance |
    | General expenses | 82,090 | 85,587 | 85,600 | 253,277 | 330,000 | (76,723) |
    | Operating profit/loss | 20,415 | 25,689 | 28,880 | 74,984 | 110,000 | (35,016) |
    | Operating margin | | | | | 2.5% | -2.5% |

    ## image1.png

    **## instructionexcel.docx**

    Shelly Cashman Excel 365/2021 | Module 1: SAM Project 1a

    ![](https://www.sweetstudy.com/questions/excel-learning)Shelly Cashman Excel 365/2021 | Module 1: SAM Project 1a

    ![](https://www.sweetstudy.com/questions/excel-learning)

    | |
    | — |
    | **2** |

    ![](https://www.sweetstudy.com/questions/excel-learning)![](https://www.sweetstudy.com/questions/excel-learning)

    ## New Era Medical

    ### Complete a Budget Summary Worksheet

    #### GETTING STARTED

    Save the file
    **SC_EX365_2021_1a_**
    **_FirstLastName__1.xlsx** as
    **SC_EX365_2021_1a_**
    **_FirstLastName__2.xlsx**

    Edit the file name by changing “1” to “2”.

    If you do not see the
    **.xlsx** file extension, do not type it. The file extension will be added for you automatically.

    With the file
    **SC_EX365_2021_1a_**
    **_FirstLastName__2.xlsx** open, ensure that your first and last name is displayed in cell B6 of the Documentation worksheet.

    If cell B6 does not display your name, delete the file and download a new copy.

    #### PROJECT STEPS

    Josh Bartel is the senior director of the Pennsylvania field office for New Era Medical, a global company that manufactures medical equipment. He has created a worksheet summarizing the revenue and expenses for the first three quarters of the year. He asks for your help in determining what the Pennsylvania office needs to do to meet its targeted profit goals in the fourth quarter.
    Go to the
    _Budget Summary_ worksheet. Cut the worksheet title from cell I1 and paste it in cell A1 to display the title in its expected location.

    In cell E2, add the text
    **Number of** so that the complete text appears as "Number of salespeople:" and more clearly identifies the value in cell G2.

    Enter
    **Quarter 2** in cell C4 and
    **Quarter 3** in cell D4.

    In cell G5, enter a formula without a function that subtracts the target revenue (cell
    **F5**) from the year to date revenue (cell
    **E5**) to determine how much revenue the field office needs to earn in Quarter 4 to reach its target for the year.

    Josh wants to calculate the gross margin for Quarters 1–3 and the year to date. Provide this information as follows:

    In cell B7, enter a formula without a function that divides the gross profit for Quarter 1 (cell
    **B6**) by the revenue in Quarter 1 (cell
    **B5**).

    Fill the range C7:E7 with the formula in cell B7 to find the gross margin for Quarters 2 and 3 and for the year to date.

    Josh needs to sum the sales for each Pennsylvania region for the year to date. Provide this information as follows:

    In cell E10, enter a formula that uses the
    **SUM** function to total the regional sales data for the Northeast region (the range
    **B10:D10**) to calculate the year-to-date sales.

    Use the Fill Handle to fill the range E11:E13 with the formula in cell E10 to find the year-to-date sales for the other three regions.

    In cell F10, enter the value
    **925000** to provide the targeted annual sales amount for the Northeast region.

    Josh wants to determine how much revenue each region needs to generate in Quarter 4 to reach its target for the year. Enter this information as follows:

    In cell G10, enter a formula without a function that subtracts the target sales for the Northeast region (cell
    **F10**) from its year to date regional sales (cell
    **E10**) to find the amount of sales the Northeast region needs to generate to meet its target.

    Copy the formula in cell G10, and then paste it in the range G11:G14, pasting the formulas only, to find the variances for the other regions and for the total.

    Josh is interested in how much revenue each of the 12 salespeople generates on average in each quarter and for the year to date. Find this information as follows:

    Edit cell B15 to include a formula without a function that divides the total regional sales in Quarter 1 (cell
    **B14**) by the number of salespeople (cell
    **G2**). Don't change the reference to cell G2 that is already there.

    Fill the range C15:E15 with the formula in cell B15 to determine the average revenue per salesperson in Quarters 2 and 3 and for the year to date.

    Josh also needs to calculate the operating margin, which is the ratio of operating profit or loss to revenue and indicates how much the office makes after paying for expenses. Calculate the operating margin as follows:

    In cell B20, enter a formula without a function that divides the operating profit or loss in Quarter 1 (cell
    **B19**) by the revenue from Quarter 1 (cell
    **B5**).

    Use the
    **Fill Handle** to fill the range C20:E20 with the formula in cell B20 to find the operating margin for Quarters 2 and 3 and for the year to date.

    Josh wants to include a visualization of the total year to date sales separated by region. Insert a chart to provide this visualization as follows:

    Create a
    **2-D Pie Chart** based on the nonadjacent ranges
    **A9:A13** and
    **E9:E13**.

    Enter
    **Total Year to Date Sales by Region** as the chart title.

    Resize and reposition the chart so its upper-left corner is in cell I4 and its bottom-right corner is in cell L18.

    Apply
    **Style 3** to the chart.

    Hide the gridlines for the
    _Budget Summary_ worksheet to make it easier to read.

    Your workbook should look like the Final Figures on the following pages. Save your changes, close the workbook, and then exit Excel. Follow the directions on the website to submit your completed project.

    #### Final Figure 1: Budget Summary Worksheet

    ![](https://www.sweetstudy.com/questions/excel-learning)

    ## image9.png

    ## image10.jpeg

    ## image6.png

    ## image7.png

    ## image8.png

    **## SC_EX365_2021_1a_AdrionnaHill_1.xlsx**

    ## Documentation

    | | |
    | — | — |

    | | New Era Medical |
    | | COMPLETE A BUDGET SUMMARY WORKSHEET |

    | Author: | Adrionna Hill |

    | Note: Do not edit this sheet. If your name does not appear in cell B6, please download a new copy of the file from the SAM website. |

    ## Budget Summary

    | | | | | | | | | |
    | — | — | — | — | — | — | — | — | — |
    | | | | | | | | | New Era Medical |
    | Budget Summary – Pennsylvania Center | | | | salespeople: | | 12 |

    | Profit and Loss Summary | Quarter 1 | | | Year to Date | Target | Variance |
    | Revenue | 1,003,500 | 1,007,750 | 1,100,150 | 3,111,400 | 4,200,000 |
    | Gross profit | 125,500 | 130,500 | 132,500 | 388,500 | 520,000 | (131,500) |
    | Gross margin | | | | | 12.5% | -12.5% |

    | Regional Sales | Quarter 1 | Quarter 2 | Quarter 3 | Year to Date | Target | Variance |
    | Northeast | 215,225 | 251,325 | 230,137 |
    | Southeast | 376,517 | 338,575 | 384,550 | | 1,200,000 |
    | Central | 95,605 | 100,345 | 115,228 | | 325,000 |
    | West | 316,153 | 317,505 | 370,235 | | 1,050,000 |
    | Total | 1,003,500 | 1,007,750 | 1,100,150 | – 0 | 2,575,000 |
    | Revenue per salesperson | 12 | | | | 250,000 |

    | Expenses | Quarter 1 | Quarter 2 | Quarter 3 | Year to Date | Target | Variance |
    | General expenses | 82,090 | 85,587 | 85,600 | 253,277 | 330,000 | (76,723) |
    | Operating profit/loss | 20,415 | 25,689 | 28,880 | 74,984 | 110,000 | (35,016) |
    | Operating margin | | | | | 2.5% | -2.5% |

    ## image1.png

    **## instructionexcel.docx**

    Shelly Cashman Excel 365/2021 | Module 1: SAM Project 1a

    ![](https://www.sweetstudy.com/questions/excel-learning)Shelly Cashman Excel 365/2021 | Module 1: SAM Project 1a

    ![](https://www.sweetstudy.com/questions/excel-learning)

    | |
    | — |
    | **2** |

    ![](https://www.sweetstudy.com/questions/excel-learning)![](https://www.sweetstudy.com/questions/excel-learning)

    ## New Era Medical

    ### Complete a Budget Summary Worksheet

    #### GETTING STARTED

    Save the file
    **SC_EX365_2021_1a_**
    **_FirstLastName__1.xlsx** as
    **SC_EX365_2021_1a_**
    **_FirstLastName__2.xlsx**

    Edit the file name by changing “1” to “2”.

    If you do not see the
    **.xlsx** file extension, do not type it. The file extension will be added for you automatically.

    With the file
    **SC_EX365_2021_1a_**
    **_FirstLastName__2.xlsx** open, ensure that your first and last name is displayed in cell B6 of the Documentation worksheet.

    If cell B6 does not display your name, delete the file and download a new copy.

    #### PROJECT STEPS

    Josh Bartel is the senior director of the Pennsylvania field office for New Era Medical, a global company that manufactures medical equipment. He has created a worksheet summarizing the revenue and expenses for the first three quarters of the year. He asks for your help in determining what the Pennsylvania office needs to do to meet its targeted profit goals in the fourth quarter.
    Go to the
    _Budget Summary_ worksheet. Cut the worksheet title from cell I1 and paste it in cell A1 to display the title in its expected location.

    In cell E2, add the text
    **Number of** so that the complete text appears as "Number of salespeople:" and more clearly identifies the value in cell G2.

    Enter
    **Quarter 2** in cell C4 and
    **Quarter 3** in cell D4.

    In cell G5, enter a formula without a function that subtracts the target revenue (cell
    **F5**) from the year to date revenue (cell
    **E5**) to determine how much revenue the field office needs to earn in Quarter 4 to reach its target for the year.

    Josh wants to calculate the gross margin for Quarters 1–3 and the year to date. Provide this information as follows:

    In cell B7, enter a formula without a function that divides the gross profit for Quarter 1 (cell
    **B6**) by the revenue in Quarter 1 (cell
    **B5**).

    Fill the range C7:E7 with the formula in cell B7 to find the gross margin for Quarters 2 and 3 and for the year to date.

    Josh needs to sum the sales for each Pennsylvania region for the year to date. Provide this information as follows:

    In cell E10, enter a formula that uses the
    **SUM** function to total the regional sales data for the Northeast region (the range
    **B10:D10**) to calculate the year-to-date sales.

    Use the Fill Handle to fill the range E11:E13 with the formula in cell E10 to find the year-to-date sales for the other three regions.

    In cell F10, enter the value
    **925000** to provide the targeted annual sales amount for the Northeast region.

    Josh wants to determine how much revenue each region needs to generate in Quarter 4 to reach its target for the year. Enter this information as follows:

    In cell G10, enter a formula without a function that subtracts the target sales for the Northeast region (cell
    **F10**) from its year to date regional sales (cell
    **E10**) to find the amount of sales the Northeast region needs to generate to meet its target.

    Copy the formula in cell G10, and then paste it in the range G11:G14, pasting the formulas only, to find the variances for the other regions and for the total.

    Josh is interested in how much revenue each of the 12 salespeople generates on average in each quarter and for the year to date. Find this information as follows:

    Edit cell B15 to include a formula without a function that divides the total regional sales in Quarter 1 (cell
    **B14**) by the number of salespeople (cell
    **G2**). Don't change the reference to cell G2 that is already there.

    Fill the range C15:E15 with the formula in cell B15 to determine the average revenue per salesperson in Quarters 2 and 3 and for the year to date.

    Josh also needs to calculate the operating margin, which is the ratio of operating profit or loss to revenue and indicates how much the office makes after paying for expenses. Calculate the operating margin as follows:

    In cell B20, enter a formula without a function that divides the operating profit or loss in Quarter 1 (cell
    **B19**) by the revenue from Quarter 1 (cell
    **B5**).

    Use the
    **Fill Handle** to fill the range C20:E20 with the formula in cell B20 to find the operating margin for Quarters 2 and 3 and for the year to date.

    Josh wants to include a visualization of the total year to date sales separated by region. Insert a chart to provide this visualization as follows:

    Create a
    **2-D Pie Chart** based on the nonadjacent ranges
    **A9:A13** and
    **E9:E13**.

    Enter
    **Total Year to Date Sales by Region** as the chart title.

    Resize and reposition the chart so its upper-left corner is in cell I4 and its bottom-right corner is in cell L18.

    Apply
    **Style 3** to the chart.

    Hide the gridlines for the
    _Budget Summary_ worksheet to make it easier to read.

    Your workbook should look like the Final Figures on the following pages. Save your changes, close the workbook, and then exit Excel. Follow the directions on the website to submit your completed project.

    #### Final Figure 1: Budget Summary Worksheet

    ![](https://www.sweetstudy.com/questions/excel-learning)

    ## image9.png

    ## image10.jpeg

    ## image6.png

    ## image7.png

    ## image8.png

    – 1
    – 2

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    Critique Current Research on Child Development. – ## L7RequiredResources.docx – ## L7Instructions.docx **## L7RequiredResources.docx** **Week 7 Required Resources** · [**Brief report: Recruitment and retention of minority children for autism research**](https://search.ebscohost.com/login.aspx?direct…

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    Assignment Prompt & Instructions

    Critique Current Research on Child Development.

    – ## L7RequiredResources.docx

    – ## L7Instructions.docx

    **## L7RequiredResources.docx**

    **Week 7 Required Resources**

    ·
    [**Brief report: Recruitment and retention of minority children for autism research**](https://search.ebscohost.com/login.aspx?direct=true&AuthType=sso&db=eric&AN=EJ1088307&site=eds-live&scope=site&custid=natuniv)

    Zamora, I., Williams, M. E., & Higareda, M. (2016). Brief report: Recruitment and retention of minority children for autism research.
    _Journal of Autism and Developmental Disorders, 46_(2), 698–703.

    **This article specifically addresses the challenges and strategies involved in recruiting and retaining minority children in research, which is directly relevant to the ethical inclusion of ethnic minorities in research studies. It provides concrete examples of how researchers can ensure minority children's well-being and respect their rights.**

    ·
    [**The Ethics of Research with Children and Young People: A Practical Handbook**](https://go.openathens.net/redirector/nu.edu?url=https%3A%2F%2Fmethods.sagepub.com%2Fbook%2Fmono%2Fthe-ethics-of-research-with-children-and-young-people-2e%2Ftoc)

    Alderson, P., & Morrow, V. (2020).
    _The ethics of research with children and young people: A practical handbook._ SAGE Publications, Ltd.

    **Read Chapters 9 and 10.**
    **This book provides a comprehensive overview of the ethical principles involved in research with children and young people. It covers essential topics such as informed consent, harm prevention, and respect for participants, making it highly relevant for addressing the ethical treatment of children in research.**

    **Week 7 Optional Resources**

    ·
    [**Negotiating power dynamics through co‐reflexivity in research with young children in disadvantaged communities**](https://search.ebscohost.com/login.aspx?direct=true&AuthType=sso&db=a9h&AN=170008847&site=eds-live&scope=site&custid=natuniv)

    El Gemayel, S. M., & Salema, Y. (2023). Negotiating power dynamics through co‐reflexivity in research with young children in disadvantaged communities.
    _Children & Society, 37_(5), 1596–1611.

    **As a supplemental resource, this paper can offer additional depth to the discussion by providing concrete examples of how ethical principles are applied in specific research settings. It can help illustrate the importance of addressing power dynamics and ensuring ongoing consent, which are critical considerations in ethical research.**

    ·
    [**Challenges and innovations in research on childhood**](https://go.openathens.net/redirector/nu.edu?url=https%3A%2F%2Fmethods.sagepub.com%2Fbook%2Fthe-sage-handbook-of-child-research%2Fn20.xml)

    Weller, D., Hobbs, S., & Goodman, G. (2014). Challenges and innovations in research on childhood. In
    _The SAGE Handbook of Child Research_(pp. 363-370). SAGE Publications Ltd.

    **This chapter provides an overview of the challenges and innovations in conducting research with children. While it is informative and covers broad ethical considerations, it is less focused on the inclusion of ethnic minorities.**

    **## L7Instructions.docx**

    **Ethnic Diversity in Research**

    Zamora, Williams, Higareda, Wheeler, and Levitt, (2016) report on research design biases in health research. Studies tend to underrepresent Latinos and other ethnic minorities. Latinos are underrepresented because of the exclusion of non-English speakers. Studies frequently classify Latinos and other non-white participants in an ‘‘other’’ category. The authors point to surveys that indicate that African American and Latino participants frequently distrust research and the medical community. Sometimes, they may have limited knowledge about what research, especially biomedical research entails and the potential consequences and/or benefits of participation.

    According to Burlew et al. (2011), research findings that utilize predominantly European-American substance-using samples may not be generalizable to specific racial/ethnic minorities. Therefore, it is necessary that when you conduct your study that more research focus on racial and ethnic minorities to obtain information that will reduce and ultimately eliminate racial/ethnic disparities in the prevalence of substance use and to accurately evaluate the efficacy of substance abuse treatment interventions with racial and ethnic minorities (Burlew et al., 2011).

    George, Duran, and Norris, K. (2014) emphasize that despite an understanding of the importance of racial and ethnic minority participation in clinical research, racial and ethnic minorities continue to be underrepresented in clinical research. This absence of ethnic diversity creates problems with the generalizability of research findings and equality in the provision of health care. The report that despite the fact that racial and ethnic minorities constitute more than 30 percent of the U.S. population, racial and ethnic minorities constituted only 17 percent of FDA clinical trial participants in 185 studies over a 5-year period. One of the reasons given for this disparity is that research has historically been conducted by White researchers and has targeted mostly White participants. Recruitment strategies developed for White participants were found not to be effective in the recruitment of minorities.

    Be sure to review the resources carefully. You are expected to apply the information from these resources when you prepare the assignments

    References

    Burlew, A. K., Weekes, J. C., Montgomery, L., Feaster, D. J., Robbins, M. S., Rosa, C. L., & … Wu, L. (2011). Conducting research with racial/ethnic minorities: Methodological lessons from the NIDA Clinical Trials Network. American Journal of Drug & Alcohol Abuse, 37(5), 324-332.

    George, S., Duran, N., & Norris, K. (2014). A systematic review of barriers and facilitators to minority research participation among African Americans, Latinos, Asian Americans, and Pacific Islanders. American Journal of Public Health, 104(2), e16-e31

    Zamora, I., Williams, M. E., Higareda, M., Wheeler, B. Y., & Levitt, P. (2016). Brief report: Recruitment and retention of minority children for autism research. Journal of Autism And Developmental Disorders, 46(2), 698-703.

    **Critique Current Research on Child Development**

    Background Information

    You are a researcher planning to conduct a study involving children in an inner-city school. The school principal has informed you that parents might be hesitant to allow their children to participate. To address these concerns, you will write an article aimed at parents, showcasing examples of recent research involving ethnic minority school-age children. The goal of your article is to reassure parents that the research will be conducted ethically and to demonstrate that their children will be well-protected.

    **Instructions**

    Your article should include the following:

    Selection of Research Articles: Choose five recent peer-reviewed research articles that involved ethnic minority school-age children as participants. These articles should exemplify ethical research practices.

    Summaries of Research Articles: Provide a concise summary of each selected research article, highlighting the key findings and how the study was conducted.

    Protection from Harm: Explain how each study ensured that participants were protected from harm and that their decisions were respected.

    Well-being of Participants: Describe the measures taken in the research to ensure the well-being of all participants.

    Fairness and Benefits: Discuss how the outcomes of the research emphasized fairness, particularly in the distribution of benefits among participants.

    Inclusion of Ethnic Minorities: Highlight how each study included ethnic minorities as subjects, emphasizing the importance of their inclusion in research.

    **Writing Guidelines:**

    Tone: Write in an informal, yet informative tone that is appropriate for an audience of parents. The tone should be conversational and accessible, helping to build trust with the parents.

    APA Documentation: Even though the article should be informal, you must still document your sources using APA format, 7th edition including in-text citations and a reference page.

    References: Support your article with the five selected scholarly research articles. You may also include additional appropriate scholarly resources, such as seminal articles, if relevant.

    Length: Your article should be 4-5 pages long, not including the title and reference pages. Ensure that your paper is formatted according to APA guidelines, 7th edition (e.g., double-spaced, 12-point Times New Roman font).

    Your assignment should demonstrate thoughtful consideration of the ideas and concepts presented in the course by providing new thoughts and insights relating directly to this topic. Your response should reflect scholarly writing and current APA standards.

    **## L7Instructions.docx**

    **Ethnic Diversity in Research**

    Zamora, Williams, Higareda, Wheeler, and Levitt, (2016) report on research design biases in health research. Studies tend to underrepresent Latinos and other ethnic minorities. Latinos are underrepresented because of the exclusion of non-English speakers. Studies frequently classify Latinos and other non-white participants in an ‘‘other’’ category. The authors point to surveys that indicate that African American and Latino participants frequently distrust research and the medical community. Sometimes, they may have limited knowledge about what research, especially biomedical research entails and the potential consequences and/or benefits of participation.

    According to Burlew et al. (2011), research findings that utilize predominantly European-American substance-using samples may not be generalizable to specific racial/ethnic minorities. Therefore, it is necessary that when you conduct your study that more research focus on racial and ethnic minorities to obtain information that will reduce and ultimately eliminate racial/ethnic disparities in the prevalence of substance use and to accurately evaluate the efficacy of substance abuse treatment interventions with racial and ethnic minorities (Burlew et al., 2011).

    George, Duran, and Norris, K. (2014) emphasize that despite an understanding of the importance of racial and ethnic minority participation in clinical research, racial and ethnic minorities continue to be underrepresented in clinical research. This absence of ethnic diversity creates problems with the generalizability of research findings and equality in the provision of health care. The report that despite the fact that racial and ethnic minorities constitute more than 30 percent of the U.S. population, racial and ethnic minorities constituted only 17 percent of FDA clinical trial participants in 185 studies over a 5-year period. One of the reasons given for this disparity is that research has historically been conducted by White researchers and has targeted mostly White participants. Recruitment strategies developed for White participants were found not to be effective in the recruitment of minorities.

    Be sure to review the resources carefully. You are expected to apply the information from these resources when you prepare the assignments

    References

    Burlew, A. K., Weekes, J. C., Montgomery, L., Feaster, D. J., Robbins, M. S., Rosa, C. L., & … Wu, L. (2011). Conducting research with racial/ethnic minorities: Methodological lessons from the NIDA Clinical Trials Network. American Journal of Drug & Alcohol Abuse, 37(5), 324-332.

    George, S., Duran, N., & Norris, K. (2014). A systematic review of barriers and facilitators to minority research participation among African Americans, Latinos, Asian Americans, and Pacific Islanders. American Journal of Public Health, 104(2), e16-e31

    Zamora, I., Williams, M. E., Higareda, M., Wheeler, B. Y., & Levitt, P. (2016). Brief report: Recruitment and retention of minority children for autism research. Journal of Autism And Developmental Disorders, 46(2), 698-703.

    **Critique Current Research on Child Development**

    Background Information

    You are a researcher planning to conduct a study involving children in an inner-city school. The school principal has informed you that parents might be hesitant to allow their children to participate. To address these concerns, you will write an article aimed at parents, showcasing examples of recent research involving ethnic minority school-age children. The goal of your article is to reassure parents that the research will be conducted ethically and to demonstrate that their children will be well-protected.

    **Instructions**

    Your article should include the following:

    Selection of Research Articles: Choose five recent peer-reviewed research articles that involved ethnic minority school-age children as participants. These articles should exemplify ethical research practices.

    Summaries of Research Articles: Provide a concise summary of each selected research article, highlighting the key findings and how the study was conducted.

    Protection from Harm: Explain how each study ensured that participants were protected from harm and that their decisions were respected.

    Well-being of Participants: Describe the measures taken in the research to ensure the well-being of all participants.

    Fairness and Benefits: Discuss how the outcomes of the research emphasized fairness, particularly in the distribution of benefits among participants.

    Inclusion of Ethnic Minorities: Highlight how each study included ethnic minorities as subjects, emphasizing the importance of their inclusion in research.

    **Writing Guidelines:**

    Tone: Write in an informal, yet informative tone that is appropriate for an audience of parents. The tone should be conversational and accessible, helping to build trust with the parents.

    APA Documentation: Even though the article should be informal, you must still document your sources using APA format, 7th edition including in-text citations and a reference page.

    References: Support your article with the five selected scholarly research articles. You may also include additional appropriate scholarly resources, such as seminal articles, if relevant.

    Length: Your article should be 4-5 pages long, not including the title and reference pages. Ensure that your paper is formatted according to APA guidelines, 7th edition (e.g., double-spaced, 12-point Times New Roman font).

    Your assignment should demonstrate thoughtful consideration of the ideas and concepts presented in the course by providing new thoughts and insights relating directly to this topic. Your response should reflect scholarly writing and current APA standards.

    **## L7RequiredResources.docx**

    **Week 7 Required Resources**

    ·
    [**Brief report: Recruitment and retention of minority children for autism research**](https://search.ebscohost.com/login.aspx?direct=true&AuthType=sso&db=eric&AN=EJ1088307&site=eds-live&scope=site&custid=natuniv)

    Zamora, I., Williams, M. E., & Higareda, M. (2016). Brief report: Recruitment and retention of minority children for autism research.
    _Journal of Autism and Developmental Disorders, 46_(2), 698–703.

    **This article specifically addresses the challenges and strategies involved in recruiting and retaining minority children in research, which is directly relevant to the ethical inclusion of ethnic minorities in research studies. It provides concrete examples of how researchers can ensure minority children's well-being and respect their rights.**

    ·
    [**The Ethics of Research with Children and Young People: A Practical Handbook**](https://go.openathens.net/redirector/nu.edu?url=https%3A%2F%2Fmethods.sagepub.com%2Fbook%2Fmono%2Fthe-ethics-of-research-with-children-and-young-people-2e%2Ftoc)

    Alderson, P., & Morrow, V. (2020).
    _The ethics of research with children and young people: A practical handbook._ SAGE Publications, Ltd.

    **Read Chapters 9 and 10.**
    **This book provides a comprehensive overview of the ethical principles involved in research with children and young people. It covers essential topics such as informed consent, harm prevention, and respect for participants, making it highly relevant for addressing the ethical treatment of children in research.**

    **Week 7 Optional Resources**

    ·
    [**Negotiating power dynamics through co‐reflexivity in research with young children in disadvantaged communities**](https://search.ebscohost.com/login.aspx?direct=true&AuthType=sso&db=a9h&AN=170008847&site=eds-live&scope=site&custid=natuniv)

    El Gemayel, S. M., & Salema, Y. (2023). Negotiating power dynamics through co‐reflexivity in research with young children in disadvantaged communities.
    _Children & Society, 37_(5), 1596–1611.

    **As a supplemental resource, this paper can offer additional depth to the discussion by providing concrete examples of how ethical principles are applied in specific research settings. It can help illustrate the importance of addressing power dynamics and ensuring ongoing consent, which are critical considerations in ethical research.**

    ·
    [**Challenges and innovations in research on childhood**](https://go.openathens.net/redirector/nu.edu?url=https%3A%2F%2Fmethods.sagepub.com%2Fbook%2Fthe-sage-handbook-of-child-research%2Fn20.xml)

    Weller, D., Hobbs, S., & Goodman, G. (2014). Challenges and innovations in research on childhood. In
    _The SAGE Handbook of Child Research_(pp. 363-370). SAGE Publications Ltd.

    **This chapter provides an overview of the challenges and innovations in conducting research with children. While it is informative and covers broad ethical considerations, it is less focused on the inclusion of ethnic minorities.**

    **## L7Instructions.docx**

    **Ethnic Diversity in Research**

    Zamora, Williams, Higareda, Wheeler, and Levitt, (2016) report on research design biases in health research. Studies tend to underrepresent Latinos and other ethnic minorities. Latinos are underrepresented because of the exclusion of non-English speakers. Studies frequently classify Latinos and other non-white participants in an ‘‘other’’ category. The authors point to surveys that indicate that African American and Latino participants frequently distrust research and the medical community. Sometimes, they may have limited knowledge about what research, especially biomedical research entails and the potential consequences and/or benefits of participation.

    According to Burlew et al. (2011), research findings that utilize predominantly European-American substance-using samples may not be generalizable to specific racial/ethnic minorities. Therefore, it is necessary that when you conduct your study that more research focus on racial and ethnic minorities to obtain information that will reduce and ultimately eliminate racial/ethnic disparities in the prevalence of substance use and to accurately evaluate the efficacy of substance abuse treatment interventions with racial and ethnic minorities (Burlew et al., 2011).

    George, Duran, and Norris, K. (2014) emphasize that despite an understanding of the importance of racial and ethnic minority participation in clinical research, racial and ethnic minorities continue to be underrepresented in clinical research. This absence of ethnic diversity creates problems with the generalizability of research findings and equality in the provision of health care. The report that despite the fact that racial and ethnic minorities constitute more than 30 percent of the U.S. population, racial and ethnic minorities constituted only 17 percent of FDA clinical trial participants in 185 studies over a 5-year period. One of the reasons given for this disparity is that research has historically been conducted by White researchers and has targeted mostly White participants. Recruitment strategies developed for White participants were found not to be effective in the recruitment of minorities.

    Be sure to review the resources carefully. You are expected to apply the information from these resources when you prepare the assignments

    References

    Burlew, A. K., Weekes, J. C., Montgomery, L., Feaster, D. J., Robbins, M. S., Rosa, C. L., & … Wu, L. (2011). Conducting research with racial/ethnic minorities: Methodological lessons from the NIDA Clinical Trials Network. American Journal of Drug & Alcohol Abuse, 37(5), 324-332.

    George, S., Duran, N., & Norris, K. (2014). A systematic review of barriers and facilitators to minority research participation among African Americans, Latinos, Asian Americans, and Pacific Islanders. American Journal of Public Health, 104(2), e16-e31

    Zamora, I., Williams, M. E., Higareda, M., Wheeler, B. Y., & Levitt, P. (2016). Brief report: Recruitment and retention of minority children for autism research. Journal of Autism And Developmental Disorders, 46(2), 698-703.

    **Critique Current Research on Child Development**

    Background Information

    You are a researcher planning to conduct a study involving children in an inner-city school. The school principal has informed you that parents might be hesitant to allow their children to participate. To address these concerns, you will write an article aimed at parents, showcasing examples of recent research involving ethnic minority school-age children. The goal of your article is to reassure parents that the research will be conducted ethically and to demonstrate that their children will be well-protected.

    **Instructions**

    Your article should include the following:

    Selection of Research Articles: Choose five recent peer-reviewed research articles that involved ethnic minority school-age children as participants. These articles should exemplify ethical research practices.

    Summaries of Research Articles: Provide a concise summary of each selected research article, highlighting the key findings and how the study was conducted.

    Protection from Harm: Explain how each study ensured that participants were protected from harm and that their decisions were respected.

    Well-being of Participants: Describe the measures taken in the research to ensure the well-being of all participants.

    Fairness and Benefits: Discuss how the outcomes of the research emphasized fairness, particularly in the distribution of benefits among participants.

    Inclusion of Ethnic Minorities: Highlight how each study included ethnic minorities as subjects, emphasizing the importance of their inclusion in research.

    **Writing Guidelines:**

    Tone: Write in an informal, yet informative tone that is appropriate for an audience of parents. The tone should be conversational and accessible, helping to build trust with the parents.

    APA Documentation: Even though the article should be informal, you must still document your sources using APA format, 7th edition including in-text citations and a reference page.

    References: Support your article with the five selected scholarly research articles. You may also include additional appropriate scholarly resources, such as seminal articles, if relevant.

    Length: Your article should be 4-5 pages long, not including the title and reference pages. Ensure that your paper is formatted according to APA guidelines, 7th edition (e.g., double-spaced, 12-point Times New Roman font).

    Your assignment should demonstrate thoughtful consideration of the ideas and concepts presented in the course by providing new thoughts and insights relating directly to this topic. Your response should reflect scholarly writing and current APA standards.

    **## L7RequiredResources.docx**

    **Week 7 Required Resources**

    ·
    [**Brief report: Recruitment and retention of minority children for autism research**](https://search.ebscohost.com/login.aspx?direct=true&AuthType=sso&db=eric&AN=EJ1088307&site=eds-live&scope=site&custid=natuniv)

    Zamora, I., Williams, M. E., & Higareda, M. (2016). Brief report: Recruitment and retention of minority children for autism research.
    _Journal of Autism and Developmental Disorders, 46_(2), 698–703.

    **This article specifically addresses the challenges and strategies involved in recruiting and retaining minority children in research, which is directly relevant to the ethical inclusion of ethnic minorities in research studies. It provides concrete examples of how researchers can ensure minority children's well-being and respect their rights.**

    ·
    [**The Ethics of Research with Children and Young People: A Practical Handbook**](https://go.openathens.net/redirector/nu.edu?url=https%3A%2F%2Fmethods.sagepub.com%2Fbook%2Fmono%2Fthe-ethics-of-research-with-children-and-young-people-2e%2Ftoc)

    Alderson, P., & Morrow, V. (2020).
    _The ethics of research with children and young people: A practical handbook._ SAGE Publications, Ltd.

    **Read Chapters 9 and 10.**
    **This book provides a comprehensive overview of the ethical principles involved in research with children and young people. It covers essential topics such as informed consent, harm prevention, and respect for participants, making it highly relevant for addressing the ethical treatment of children in research.**

    **Week 7 Optional Resources**

    ·
    [**Negotiating power dynamics through co‐reflexivity in research with young children in disadvantaged communities**](https://search.ebscohost.com/login.aspx?direct=true&AuthType=sso&db=a9h&AN=170008847&site=eds-live&scope=site&custid=natuniv)

    El Gemayel, S. M., & Salema, Y. (2023). Negotiating power dynamics through co‐reflexivity in research with young children in disadvantaged communities.
    _Children & Society, 37_(5), 1596–1611.

    **As a supplemental resource, this paper can offer additional depth to the discussion by providing concrete examples of how ethical principles are applied in specific research settings. It can help illustrate the importance of addressing power dynamics and ensuring ongoing consent, which are critical considerations in ethical research.**

    ·
    [**Challenges and innovations in research on childhood**](https://go.openathens.net/redirector/nu.edu?url=https%3A%2F%2Fmethods.sagepub.com%2Fbook%2Fthe-sage-handbook-of-child-research%2Fn20.xml)

    Weller, D., Hobbs, S., & Goodman, G. (2014). Challenges and innovations in research on childhood. In
    _The SAGE Handbook of Child Research_(pp. 363-370). SAGE Publications Ltd.

    **This chapter provides an overview of the challenges and innovations in conducting research with children. While it is informative and covers broad ethical considerations, it is less focused on the inclusion of ethnic minorities.**

    **## L7Instructions.docx**

    **Ethnic Diversity in Research**

    Zamora, Williams, Higareda, Wheeler, and Levitt, (2016) report on research design biases in health research. Studies tend to underrepresent Latinos and other ethnic minorities. Latinos are underrepresented because of the exclusion of non-English speakers. Studies frequently classify Latinos and other non-white participants in an ‘‘other’’ category. The authors point to surveys that indicate that African American and Latino participants frequently distrust research and the medical community. Sometimes, they may have limited knowledge about what research, especially biomedical research entails and the potential consequences and/or benefits of participation.

    According to Burlew et al. (2011), research findings that utilize predominantly European-American substance-using samples may not be generalizable to specific racial/ethnic minorities. Therefore, it is necessary that when you conduct your study that more research focus on racial and ethnic minorities to obtain information that will reduce and ultimately eliminate racial/ethnic disparities in the prevalence of substance use and to accurately evaluate the efficacy of substance abuse treatment interventions with racial and ethnic minorities (Burlew et al., 2011).

    George, Duran, and Norris, K. (2014) emphasize that despite an understanding of the importance of racial and ethnic minority participation in clinical research, racial and ethnic minorities continue to be underrepresented in clinical research. This absence of ethnic diversity creates problems with the generalizability of research findings and equality in the provision of health care. The report that despite the fact that racial and ethnic minorities constitute more than 30 percent of the U.S. population, racial and ethnic minorities constituted only 17 percent of FDA clinical trial participants in 185 studies over a 5-year period. One of the reasons given for this disparity is that research has historically been conducted by White researchers and has targeted mostly White participants. Recruitment strategies developed for White participants were found not to be effective in the recruitment of minorities.

    Be sure to review the resources carefully. You are expected to apply the information from these resources when you prepare the assignments

    References

    Burlew, A. K., Weekes, J. C., Montgomery, L., Feaster, D. J., Robbins, M. S., Rosa, C. L., & … Wu, L. (2011). Conducting research with racial/ethnic minorities: Methodological lessons from the NIDA Clinical Trials Network. American Journal of Drug & Alcohol Abuse, 37(5), 324-332.

    George, S., Duran, N., & Norris, K. (2014). A systematic review of barriers and facilitators to minority research participation among African Americans, Latinos, Asian Americans, and Pacific Islanders. American Journal of Public Health, 104(2), e16-e31

    Zamora, I., Williams, M. E., Higareda, M., Wheeler, B. Y., & Levitt, P. (2016). Brief report: Recruitment and retention of minority children for autism research. Journal of Autism And Developmental Disorders, 46(2), 698-703.

    **Critique Current Research on Child Development**

    Background Information

    You are a researcher planning to conduct a study involving children in an inner-city school. The school principal has informed you that parents might be hesitant to allow their children to participate. To address these concerns, you will write an article aimed at parents, showcasing examples of recent research involving ethnic minority school-age children. The goal of your article is to reassure parents that the research will be conducted ethically and to demonstrate that their children will be well-protected.

    **Instructions**

    Your article should include the following:

    Selection of Research Articles: Choose five recent peer-reviewed research articles that involved ethnic minority school-age children as participants. These articles should exemplify ethical research practices.

    Summaries of Research Articles: Provide a concise summary of each selected research article, highlighting the key findings and how the study was conducted.

    Protection from Harm: Explain how each study ensured that participants were protected from harm and that their decisions were respected.

    Well-being of Participants: Describe the measures taken in the research to ensure the well-being of all participants.

    Fairness and Benefits: Discuss how the outcomes of the research emphasized fairness, particularly in the distribution of benefits among participants.

    Inclusion of Ethnic Minorities: Highlight how each study included ethnic minorities as subjects, emphasizing the importance of their inclusion in research.

    **Writing Guidelines:**

    Tone: Write in an informal, yet informative tone that is appropriate for an audience of parents. The tone should be conversational and accessible, helping to build trust with the parents.

    APA Documentation: Even though the article should be informal, you must still document your sources using APA format, 7th edition including in-text citations and a reference page.

    References: Support your article with the five selected scholarly research articles. You may also include additional appropriate scholarly resources, such as seminal articles, if relevant.

    Length: Your article should be 4-5 pages long, not including the title and reference pages. Ensure that your paper is formatted according to APA guidelines, 7th edition (e.g., double-spaced, 12-point Times New Roman font).

    Your assignment should demonstrate thoughtful consideration of the ideas and concepts presented in the course by providing new thoughts and insights relating directly to this topic. Your response should reflect scholarly writing and current APA standards.

    – 1
    – 2

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  • [Solved] DB 2 HTH

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    See attached – ## DB2.docx – ## UnitIIStudyGuide.pdf **## DB2.docx** DB 2 Use this paragraph to answer the following questions below: I am Shorley Moten, and I am from Selma, Alabama. I currently reside in Columbus, GA, and serve as a protocol specialist for the Department of Defense. My future goal…

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    See attached

    – ## DB2.docx

    – ## UnitIIStudyGuide.pdf

    **## DB2.docx**

    DB 2 Use this paragraph to answer the following questions below: I am Shorley Moten, and I am from Selma, Alabama. I currently reside in Columbus, GA, and serve as a protocol specialist for the Department of Defense. My future goal is to complete my associate's degree. I joined the Army at 22. I spent 21 years in the Army and retired at the age of 43. In the Army, I was a petroleum supply specialist, a term for a fuel handler. I issued, received, and accounted for all items related to gas, fuel, petroleum products, and oil lubricants. Eventually, at the senior level, I managed fuel and water issuance and receipt, as well as the lab testing of the fuel and water, and ensured accountability for all aspects. I was certified in this career field to handle hazardous materials and had the credentials to earn my CDL commercial license upon my exit from the military.

    The most important aspect of my current role is managing a multimillion-dollar budget for the Department of Defense, as well as hosting events for senior military personnel, executive leaders, and foreign dignitaries. I have two adult children. I have been married for 1 year, and my husband is also a retired veteran. I am currently enrolled in this class because it is a prerequisite for completing my degree.

    A fun fact about me is that I served as a female drill sergeant in the Army, one of the first seven women serving as a drill sergeant in the infantry corps.

    Your initial post should be at least 200 words in length.

    1.This discussion board will focus on three concepts: self-assessment, vision, and preparedness.

    2. Reflect on your own skills, strengths, and interests. How do these align with the responsibilities and demands of a career in health information management or another healthcare-related role?

    3. Where do you see yourself in five years career-wise? What specific jobs or roles appeal to you, and why?

    4. What steps can you take now to prepare for your desired role? Consider education, certifications, networking opportunities, and/or skill-building.

    Response 1:
    **Angela White**

    Top of Form

    When I think about my skills and interests, I realize that I am very organized and pay close attention to details. I enjoy working with computers and learning new software, which is important in health information management. I also like helping people and making sure things are done correctly. I started off watching my mom work as I CNA in the nursing and that made me wanting to do the same because I love taking care of others. These strengths fit well with a career in health information management because this field requires accuracy, confidentiality, and good communication.

    In five years, I see myself working as a health information technician or maybe even moving up to a supervisor role. I am interested in jobs where I can manage patient records, make sure data is secure, and help improve the way information is handled in a healthcare setting. I like the idea of being part of a team that supports doctors and nurses by making sure they have the right information when they need it.

    To prepare for this career, I know I need to finish my education and possibly get certified, like earning the Registered Health Information Technician. I plan to look for  volunteer opportunities to get real experience.  By building my skills and making connections now, I believe I will be ready for the job I want in the future.

    Response 2:
    **Elisha Lockhart**

    Top of Form

    When I think about where I am right now and where I want to go, I would say my biggest strengths are being organized, dependable, and able to stay calm under pressure. Working in the military on the supply side has improved those skills, from managing equipment and inventory to keeping things running smoothly when resources are tight. It has made me realize how much I enjoy structure and problem-solving, which also fit well in healthcare information and logistics.

    In five years, I see myself moving into a civilian role that connects both worlds, something like a healthcare supply chain analyst or materials manager. I like the idea of helping hospitals and clinics run more efficiently behind the scenes while still playing a part in patient care.

    Right now, I’m preparing by working on certifications in supply chain management and looking into others like the Certified Supply Chain Professional and Certified Materials and Resource Professional. I’m also learning more about healthcare systems and technology to stay up to date. Networking with healthcare administrators and continuing my education are big goals for me, because I want to be fully ready when it’s time to make that transition. I’m just taking it day by day.

    Bottom of Form

    Bottom of Form

    **## UnitIIStudyGuide.pdf**

    HTH 2305, Health Information Documentation Management 1

    Course Learning Outcomes for Unit II

    At the end of this unit, you should be able to:

    2. Discuss how medical coding impacts the health care revenue cycle.
    2.1 Outline the roles and responsibilities of health information professionals, including medical

    coders.

    Required Unit Resources

    Chapter 21: Seeking a Position as an Administrative Medical Assistant (ULO 2.1)

    Unit Lesson

    Lesson: Health Information Management – Career Responsibilities and Opportunities (ULO 2.1)

    Introduction

    Health information management (HIM) is an evolving field that plays a crucial role to uphold the integrity,
    security, and proper use of patient data within the healthcare system. Professionals in HIM unite the clinical,
    operational, and administrative functions in healthcare organizations. With the rise of technology, particularly
    artificial intelligence (AI), HIM careers are experiencing opportunities for growth and unique challenges. As
    you progress in this course and become more knowledgeable about health information management, think
    back to the responsibilities, employment opportunities, and industry trends you have noticed in the health
    industry. Use this unit as a guide that will guide you to the HIM role that is the best fit for you.

    Certifications in Health Information Management

    HIM professionals work in a variety of settings, including hospitals, outpatient clinics, insurance companies,
    government agencies, and medical technology firms. Having credentials is crucial to being a professional in
    health information management. Throughout this unit we will discuss roles and their recommended
    certifications.

    Two credible accrediting bodies in health information management are the American Academy of
    Professional Coders (AAPC) and the American Health Information Management Association (AHIMA). These
    organizations have been valuable resources for healthcare professionals when it comes to advancing health
    information initiatives and improving the careers of HIM professionals.

    • For example, a role such as a revenue cycle specialist, which involves maintaining coding/billing
    records and ensuring data accuracy requires a certification like the Certified Coding Associate (CCA)
    from AHIMA.

    • Another role that requires a similar type of certification would be a medical coder, who specializes in
    coding medical procedures for billing and reimbursement purposes.

    • Medical coders need knowledge of coding systems and certifications such as Certified Professional
    Coder (CPC) from AAPC or Certified Coding Specialist (CCS) from AHIMA.

    • Health data analysts, on the other hand, focus on analyzing patient and operational data to improve
    healthcare delivery and typically require a bachelor’s degree and proficiency in data analytics tools.

    • Compliance officers help organizations adhere to healthcare regulations and standards, requiring
    expertise in legal compliance and certifications such as Certified in Healthcare Privacy and Security
    (CHPS) from AHIMA or Certified Professional Compliance Officer (CPCO) from AAPC.

    • Health information managers oversee the HIM department, focusing on strategic planning, staff

    UNIT II STUDY GUIDE

    Health Information Management – Career
    Responsibilities and Opportunities

    HTH 2305, Health Information Documentation Management 2

    UNIT x STUDY GUIDE

    Title

    management, and system implementation. This role typically requires advanced education, such as a
    bachelor’s or master’s degree, and credentials like a Registered Health Information Administrator
    (RHIA) from AHIMA.

    • If your skill set is more tuned to problem-solving or putting together a puzzle, inpatient coding may
    pique your interest. AHIMA, which is the other well-renowned HIM credentialing organization, offers
    certifications like Registered Health Information Administrator (RHIA), Certified Coding Specialist
    (CCS), and Certified Health Data Analyst (CHDA).

    • For those focusing on ensuring HIPAA regulatory standards, a credential like the Certified in
    Healthcare Privacy and Security certification can prepare professionals wanting to pursue a career in
    privacy practices and information security.

    To excel in the HIM field, it is essential to develop specific skills and obtain relevant certifications. It is also
    important to understand classifications of different certifications. AAPC offers three certifications that are
    widely recognized in HIM: the Certified Professional Coder (CPC), the Certified Inpatient Coder (CIC), and the
    Certified Outpatient Coder (COC). The CPC is a comprehensive certification that can cover many disciplines,
    while the other two are a bit more specific to the tasks that they will be performing.

    Essential skills for HIM professionals include technical proficiency with a variety of technologies including
    EHR systems, coding software, and data analysis tools. Health care workers must have excellent attention to
    detail in data entry, coding, and regulation compliance. Strong communication skills are also necessary for
    collaborating with healthcare teams and explaining complex data insights. Finally, adaptability is vital to
    keeping up with technological advancements and regulatory changes.

    Responsibilities of Health Information Management Professionals

    HIM professionals are responsible for managing and safeguarding patient information. Primary responsibilities
    include maintaining patient medical records via EHRs, ensuring that clinical documentation and procedural
    documentation match for medical necessity reasons, or submitting reimbursement claims from third-party
    payers. In other capacities, health information professionals can utilize medical data to support medical
    decision-making or ensure compliance with HIPAA laws and other state and federal regulations. HIM
    professionals also prepare audits and address documentation discrepancies that help organizations avoid
    legal and/or financial consequences.

    Medical coding is another significant HIM responsibility. Assigning standardized codes to medical procedures
    and diagnoses using coding systems like ICD-10, CPT, and HCPCS is important for the healthcare revenue
    cycle. Medical coders collaborate with medical billing teams to ensure accurate reimbursement from
    insurance companies and address claim denials by resolving errors in medical coding. Additionally, HIM
    professionals analyze healthcare data to identify trends that improve patient care and implement strategies for
    quality improvement initiatives.

    Current Trends and Changes in the HIM Field

    HIM professionals must adapt to stay relevant as the health care industry grows and evolves. One major
    modern trend is the integration of artificial intelligence, which can greatly aid HIM by automating repetitive
    tasks and enhancing data analysis. AI tools like computer-assisted coding (CAC) can streamline the medical
    coding process, improve accuracy, and reduce workload. Predictive analytics help predict patient outcomes
    and identify at-risk populations, supporting proactive healthcare interventions. However, HIM professionals
    must address ethical challenges surrounding AI as discussed in our last unit, such as biases in algorithms
    and data privacy concerns.

    Increasing cyber threats necessitate advanced encryption, firewalls, and multi-factor authentication to secure
    patient data. Regular staff training on recognizing phishing attempts and other threats should be implemented
    to counter these threats. Changing regulations also require HIM professionals to stay informed, particularly
    regarding interoperability standards put forth by legislation like the 21st Century Cures Act and HITECH,
    which promotes data sharing between healthcare systems.

    Professionals must do their due diligence to stay informed and adhere to state and federal privacy laws. The
    Department of Health and Human Services website, specifically the Centers for Medicare and Medicaid
    Services sections can help provide policy changes and updates related to health information regulations.

    HTH 2305, Health Information Documentation Management 3

    UNIT x STUDY GUIDE

    Title

    AHIMA, AAPC, and Healthit.gov are other credible resources for providing information on evolving HIM
    standards.

    There is also an increased demand for HIM professionals due to the growing need for healthcare services.
    The U.S. Bureau of Labor Statistics projects a 16% growth in health information technologist and medical
    registrar roles from 2023 to 2033. The expansion of telemedicine has also created new opportunities for HIM
    roles. The healthcare industry’s shift towards patient-centered models emphasizes transparency and
    engagement, requiring HIM professionals to facilitate secure access to health records and educate patients
    about their health information and rights.

    Preparing for a Career in HIM

    While there are many technical aspects of preparing yourself for a career in HIM, there are some clerical
    items that you should have prepared. As with any job, you will need to structure your resume so healthcare
    organizations can see that you are the best fit for the job. The course textbook does an amazing job outlining
    the interview process, including how to locate employment opportunities and prepare application materials.

    Throughout this unit's lecture, we have discussed certifications and how they will help you in your HIM career
    journey. Certifications, however, will not guarantee a job, and sometimes this can be frustrating. Most
    employers want to hire medical coders with experience which can leave someone with a freshly earned
    medical coding certification and no experience on the outside looking in. Thankfully, there are internship
    programs that can provide newly certified individuals with medical coding experience. This can be a great way
    to get your foot in the door and apply knowledge in real-life scenarios.

    If you find yourself running into obstacles during your job hunt, try to search for jobs based on responsibilities
    rather than job titles. Applying for jobs that coincide with your skillset gives you an advantage in discussing
    why you are the right person for the job. For example, if you are well-versed in managing patient information,
    you can discuss ways in which you have upheld information privacy and security standards and how that
    knowledge has made you a more well-rounded healthcare professional.

    Conclusion

    Health information management offers many career opportunities for those interested in technology and data
    management and how it impacts the healthcare industry. With the integration of AI, evolving regulations, and
    an increased demand for healthcare services, HIM professionals are more critical than ever. Aspiring
    professionals must focus on education, certifications, and staying informed on industry trends to build
    successful careers. When HIM professionals adequately prepare themselves, they can make informed
    decisions about their career path.

    References

    AAPC. (2025). Transforming careers: AAPC Certified Professionals in the AI era.

    https://www.aapc.com/resources/transforming-careers-aapc-certified-professionals-in-the-ai-era

    French, L. L., & Turner, L. H. (2024). Administrative medical assisting (9th ed.). Cengage.

    U.S. Bureau of Labor Statistics. (2024, December 26). Occupational Outlook Handbook, Health Information

    Technologists and Medical Registrars. https://www.bls.gov/ooh/healthcare/health-information-
    technologists-and-medical-registrars.htm

    U.S. Food & Drug Administration (FDA). (2020, January 31). 21st Century Cures Act.

    https://www.fda.gov/regulatory-information/selected-amendments-fdc-act/21st-century-cures-act

    HTH 2305, Health Information Documentation Management 4

    UNIT x STUDY GUIDE

    Title

    Learning Activities (Nongraded)

    Nongraded learning activities are provided to aid you in your course of study. You do not have to submit
    them. If you have questions, contact your instructor for further guidance and information.

    Complete the following:

    1. Access the AHIMA Career Map feature by clicking the link provided here:

    • Analyze the various career paths by hovering over the shapes. Consider the mastery level of
    positions, as well as what branch of health information management jobs fall into.

    • If you were to choose one of the job titles provided by this career map, which would you select and
    why?

    • What has this activity helped you learn about areas of health information management that best suit
    your interests?

    [https://my.ahima.org/career-mapping/career-map/](https://my.ahima.org/career-mapping/career-map/)

    **## UnitIIStudyGuide.pdf**

    HTH 2305, Health Information Documentation Management 1

    Course Learning Outcomes for Unit II

    At the end of this unit, you should be able to:

    2. Discuss how medical coding impacts the health care revenue cycle.
    2.1 Outline the roles and responsibilities of health information professionals, including medical

    coders.

    Required Unit Resources

    Chapter 21: Seeking a Position as an Administrative Medical Assistant (ULO 2.1)

    Unit Lesson

    Lesson: Health Information Management – Career Responsibilities and Opportunities (ULO 2.1)

    Introduction

    Health information management (HIM) is an evolving field that plays a crucial role to uphold the integrity,
    security, and proper use of patient data within the healthcare system. Professionals in HIM unite the clinical,
    operational, and administrative functions in healthcare organizations. With the rise of technology, particularly
    artificial intelligence (AI), HIM careers are experiencing opportunities for growth and unique challenges. As
    you progress in this course and become more knowledgeable about health information management, think
    back to the responsibilities, employment opportunities, and industry trends you have noticed in the health
    industry. Use this unit as a guide that will guide you to the HIM role that is the best fit for you.

    Certifications in Health Information Management

    HIM professionals work in a variety of settings, including hospitals, outpatient clinics, insurance companies,
    government agencies, and medical technology firms. Having credentials is crucial to being a professional in
    health information management. Throughout this unit we will discuss roles and their recommended
    certifications.

    Two credible accrediting bodies in health information management are the American Academy of
    Professional Coders (AAPC) and the American Health Information Management Association (AHIMA). These
    organizations have been valuable resources for healthcare professionals when it comes to advancing health
    information initiatives and improving the careers of HIM professionals.

    • For example, a role such as a revenue cycle specialist, which involves maintaining coding/billing
    records and ensuring data accuracy requires a certification like the Certified Coding Associate (CCA)
    from AHIMA.

    • Another role that requires a similar type of certification would be a medical coder, who specializes in
    coding medical procedures for billing and reimbursement purposes.

    • Medical coders need knowledge of coding systems and certifications such as Certified Professional
    Coder (CPC) from AAPC or Certified Coding Specialist (CCS) from AHIMA.

    • Health data analysts, on the other hand, focus on analyzing patient and operational data to improve
    healthcare delivery and typically require a bachelor’s degree and proficiency in data analytics tools.

    • Compliance officers help organizations adhere to healthcare regulations and standards, requiring
    expertise in legal compliance and certifications such as Certified in Healthcare Privacy and Security
    (CHPS) from AHIMA or Certified Professional Compliance Officer (CPCO) from AAPC.

    • Health information managers oversee the HIM department, focusing on strategic planning, staff

    UNIT II STUDY GUIDE

    Health Information Management – Career
    Responsibilities and Opportunities

    HTH 2305, Health Information Documentation Management 2

    UNIT x STUDY GUIDE

    Title

    management, and system implementation. This role typically requires advanced education, such as a
    bachelor’s or master’s degree, and credentials like a Registered Health Information Administrator
    (RHIA) from AHIMA.

    • If your skill set is more tuned to problem-solving or putting together a puzzle, inpatient coding may
    pique your interest. AHIMA, which is the other well-renowned HIM credentialing organization, offers
    certifications like Registered Health Information Administrator (RHIA), Certified Coding Specialist
    (CCS), and Certified Health Data Analyst (CHDA).

    • For those focusing on ensuring HIPAA regulatory standards, a credential like the Certified in
    Healthcare Privacy and Security certification can prepare professionals wanting to pursue a career in
    privacy practices and information security.

    To excel in the HIM field, it is essential to develop specific skills and obtain relevant certifications. It is also
    important to understand classifications of different certifications. AAPC offers three certifications that are
    widely recognized in HIM: the Certified Professional Coder (CPC), the Certified Inpatient Coder (CIC), and the
    Certified Outpatient Coder (COC). The CPC is a comprehensive certification that can cover many disciplines,
    while the other two are a bit more specific to the tasks that they will be performing.

    Essential skills for HIM professionals include technical proficiency with a variety of technologies including
    EHR systems, coding software, and data analysis tools. Health care workers must have excellent attention to
    detail in data entry, coding, and regulation compliance. Strong communication skills are also necessary for
    collaborating with healthcare teams and explaining complex data insights. Finally, adaptability is vital to
    keeping up with technological advancements and regulatory changes.

    Responsibilities of Health Information Management Professionals

    HIM professionals are responsible for managing and safeguarding patient information. Primary responsibilities
    include maintaining patient medical records via EHRs, ensuring that clinical documentation and procedural
    documentation match for medical necessity reasons, or submitting reimbursement claims from third-party
    payers. In other capacities, health information professionals can utilize medical data to support medical
    decision-making or ensure compliance with HIPAA laws and other state and federal regulations. HIM
    professionals also prepare audits and address documentation discrepancies that help organizations avoid
    legal and/or financial consequences.

    Medical coding is another significant HIM responsibility. Assigning standardized codes to medical procedures
    and diagnoses using coding systems like ICD-10, CPT, and HCPCS is important for the healthcare revenue
    cycle. Medical coders collaborate with medical billing teams to ensure accurate reimbursement from
    insurance companies and address claim denials by resolving errors in medical coding. Additionally, HIM
    professionals analyze healthcare data to identify trends that improve patient care and implement strategies for
    quality improvement initiatives.

    Current Trends and Changes in the HIM Field

    HIM professionals must adapt to stay relevant as the health care industry grows and evolves. One major
    modern trend is the integration of artificial intelligence, which can greatly aid HIM by automating repetitive
    tasks and enhancing data analysis. AI tools like computer-assisted coding (CAC) can streamline the medical
    coding process, improve accuracy, and reduce workload. Predictive analytics help predict patient outcomes
    and identify at-risk populations, supporting proactive healthcare interventions. However, HIM professionals
    must address ethical challenges surrounding AI as discussed in our last unit, such as biases in algorithms
    and data privacy concerns.

    Increasing cyber threats necessitate advanced encryption, firewalls, and multi-factor authentication to secure
    patient data. Regular staff training on recognizing phishing attempts and other threats should be implemented
    to counter these threats. Changing regulations also require HIM professionals to stay informed, particularly
    regarding interoperability standards put forth by legislation like the 21st Century Cures Act and HITECH,
    which promotes data sharing between healthcare systems.

    Professionals must do their due diligence to stay informed and adhere to state and federal privacy laws. The
    Department of Health and Human Services website, specifically the Centers for Medicare and Medicaid
    Services sections can help provide policy changes and updates related to health information regulations.

    HTH 2305, Health Information Documentation Management 3

    UNIT x STUDY GUIDE

    Title

    AHIMA, AAPC, and Healthit.gov are other credible resources for providing information on evolving HIM
    standards.

    There is also an increased demand for HIM professionals due to the growing need for healthcare services.
    The U.S. Bureau of Labor Statistics projects a 16% growth in health information technologist and medical
    registrar roles from 2023 to 2033. The expansion of telemedicine has also created new opportunities for HIM
    roles. The healthcare industry’s shift towards patient-centered models emphasizes transparency and
    engagement, requiring HIM professionals to facilitate secure access to health records and educate patients
    about their health information and rights.

    Preparing for a Career in HIM

    While there are many technical aspects of preparing yourself for a career in HIM, there are some clerical
    items that you should have prepared. As with any job, you will need to structure your resume so healthcare
    organizations can see that you are the best fit for the job. The course textbook does an amazing job outlining
    the interview process, including how to locate employment opportunities and prepare application materials.

    Throughout this unit's lecture, we have discussed certifications and how they will help you in your HIM career
    journey. Certifications, however, will not guarantee a job, and sometimes this can be frustrating. Most
    employers want to hire medical coders with experience which can leave someone with a freshly earned
    medical coding certification and no experience on the outside looking in. Thankfully, there are internship
    programs that can provide newly certified individuals with medical coding experience. This can be a great way
    to get your foot in the door and apply knowledge in real-life scenarios.

    If you find yourself running into obstacles during your job hunt, try to search for jobs based on responsibilities
    rather than job titles. Applying for jobs that coincide with your skillset gives you an advantage in discussing
    why you are the right person for the job. For example, if you are well-versed in managing patient information,
    you can discuss ways in which you have upheld information privacy and security standards and how that
    knowledge has made you a more well-rounded healthcare professional.

    Conclusion

    Health information management offers many career opportunities for those interested in technology and data
    management and how it impacts the healthcare industry. With the integration of AI, evolving regulations, and
    an increased demand for healthcare services, HIM professionals are more critical than ever. Aspiring
    professionals must focus on education, certifications, and staying informed on industry trends to build
    successful careers. When HIM professionals adequately prepare themselves, they can make informed
    decisions about their career path.

    References

    AAPC. (2025). Transforming careers: AAPC Certified Professionals in the AI era.

    https://www.aapc.com/resources/transforming-careers-aapc-certified-professionals-in-the-ai-era

    French, L. L., & Turner, L. H. (2024). Administrative medical assisting (9th ed.). Cengage.

    U.S. Bureau of Labor Statistics. (2024, December 26). Occupational Outlook Handbook, Health Information

    Technologists and Medical Registrars. https://www.bls.gov/ooh/healthcare/health-information-
    technologists-and-medical-registrars.htm

    U.S. Food & Drug Administration (FDA). (2020, January 31). 21st Century Cures Act.

    https://www.fda.gov/regulatory-information/selected-amendments-fdc-act/21st-century-cures-act

    HTH 2305, Health Information Documentation Management 4

    UNIT x STUDY GUIDE

    Title

    Learning Activities (Nongraded)

    Nongraded learning activities are provided to aid you in your course of study. You do not have to submit
    them. If you have questions, contact your instructor for further guidance and information.

    Complete the following:

    1. Access the AHIMA Career Map feature by clicking the link provided here:

    • Analyze the various career paths by hovering over the shapes. Consider the mastery level of
    positions, as well as what branch of health information management jobs fall into.

    • If you were to choose one of the job titles provided by this career map, which would you select and
    why?

    • What has this activity helped you learn about areas of health information management that best suit
    your interests?

    [https://my.ahima.org/career-mapping/career-map/](https://my.ahima.org/career-mapping/career-map/)

    **## DB2.docx**

    DB 2 Use this paragraph to answer the following questions below: I am Shorley Moten, and I am from Selma, Alabama. I currently reside in Columbus, GA, and serve as a protocol specialist for the Department of Defense. My future goal is to complete my associate's degree. I joined the Army at 22. I spent 21 years in the Army and retired at the age of 43. In the Army, I was a petroleum supply specialist, a term for a fuel handler. I issued, received, and accounted for all items related to gas, fuel, petroleum products, and oil lubricants. Eventually, at the senior level, I managed fuel and water issuance and receipt, as well as the lab testing of the fuel and water, and ensured accountability for all aspects. I was certified in this career field to handle hazardous materials and had the credentials to earn my CDL commercial license upon my exit from the military.

    The most important aspect of my current role is managing a multimillion-dollar budget for the Department of Defense, as well as hosting events for senior military personnel, executive leaders, and foreign dignitaries. I have two adult children. I have been married for 1 year, and my husband is also a retired veteran. I am currently enrolled in this class because it is a prerequisite for completing my degree.

    A fun fact about me is that I served as a female drill sergeant in the Army, one of the first seven women serving as a drill sergeant in the infantry corps.

    Your initial post should be at least 200 words in length.

    1.This discussion board will focus on three concepts: self-assessment, vision, and preparedness.

    2. Reflect on your own skills, strengths, and interests. How do these align with the responsibilities and demands of a career in health information management or another healthcare-related role?

    3. Where do you see yourself in five years career-wise? What specific jobs or roles appeal to you, and why?

    4. What steps can you take now to prepare for your desired role? Consider education, certifications, networking opportunities, and/or skill-building.

    Response 1:
    **Angela White**

    Top of Form

    When I think about my skills and interests, I realize that I am very organized and pay close attention to details. I enjoy working with computers and learning new software, which is important in health information management. I also like helping people and making sure things are done correctly. I started off watching my mom work as I CNA in the nursing and that made me wanting to do the same because I love taking care of others. These strengths fit well with a career in health information management because this field requires accuracy, confidentiality, and good communication.

    In five years, I see myself working as a health information technician or maybe even moving up to a supervisor role. I am interested in jobs where I can manage patient records, make sure data is secure, and help improve the way information is handled in a healthcare setting. I like the idea of being part of a team that supports doctors and nurses by making sure they have the right information when they need it.

    To prepare for this career, I know I need to finish my education and possibly get certified, like earning the Registered Health Information Technician. I plan to look for  volunteer opportunities to get real experience.  By building my skills and making connections now, I believe I will be ready for the job I want in the future.

    Response 2:
    **Elisha Lockhart**

    Top of Form

    When I think about where I am right now and where I want to go, I would say my biggest strengths are being organized, dependable, and able to stay calm under pressure. Working in the military on the supply side has improved those skills, from managing equipment and inventory to keeping things running smoothly when resources are tight. It has made me realize how much I enjoy structure and problem-solving, which also fit well in healthcare information and logistics.

    In five years, I see myself moving into a civilian role that connects both worlds, something like a healthcare supply chain analyst or materials manager. I like the idea of helping hospitals and clinics run more efficiently behind the scenes while still playing a part in patient care.

    Right now, I’m preparing by working on certifications in supply chain management and looking into others like the Certified Supply Chain Professional and Certified Materials and Resource Professional. I’m also learning more about healthcare systems and technology to stay up to date. Networking with healthcare administrators and continuing my education are big goals for me, because I want to be fully ready when it’s time to make that transition. I’m just taking it day by day.

    Bottom of Form

    Bottom of Form

    **## UnitIIStudyGuide.pdf**

    HTH 2305, Health Information Documentation Management 1

    Course Learning Outcomes for Unit II

    At the end of this unit, you should be able to:

    2. Discuss how medical coding impacts the health care revenue cycle.
    2.1 Outline the roles and responsibilities of health information professionals, including medical

    coders.

    Required Unit Resources

    Chapter 21: Seeking a Position as an Administrative Medical Assistant (ULO 2.1)

    Unit Lesson

    Lesson: Health Information Management – Career Responsibilities and Opportunities (ULO 2.1)

    Introduction

    Health information management (HIM) is an evolving field that plays a crucial role to uphold the integrity,
    security, and proper use of patient data within the healthcare system. Professionals in HIM unite the clinical,
    operational, and administrative functions in healthcare organizations. With the rise of technology, particularly
    artificial intelligence (AI), HIM careers are experiencing opportunities for growth and unique challenges. As
    you progress in this course and become more knowledgeable about health information management, think
    back to the responsibilities, employment opportunities, and industry trends you have noticed in the health
    industry. Use this unit as a guide that will guide you to the HIM role that is the best fit for you.

    Certifications in Health Information Management

    HIM professionals work in a variety of settings, including hospitals, outpatient clinics, insurance companies,
    government agencies, and medical technology firms. Having credentials is crucial to being a professional in
    health information management. Throughout this unit we will discuss roles and their recommended
    certifications.

    Two credible accrediting bodies in health information management are the American Academy of
    Professional Coders (AAPC) and the American Health Information Management Association (AHIMA). These
    organizations have been valuable resources for healthcare professionals when it comes to advancing health
    information initiatives and improving the careers of HIM professionals.

    • For example, a role such as a revenue cycle specialist, which involves maintaining coding/billing
    records and ensuring data accuracy requires a certification like the Certified Coding Associate (CCA)
    from AHIMA.

    • Another role that requires a similar type of certification would be a medical coder, who specializes in
    coding medical procedures for billing and reimbursement purposes.

    • Medical coders need knowledge of coding systems and certifications such as Certified Professional
    Coder (CPC) from AAPC or Certified Coding Specialist (CCS) from AHIMA.

    • Health data analysts, on the other hand, focus on analyzing patient and operational data to improve
    healthcare delivery and typically require a bachelor’s degree and proficiency in data analytics tools.

    • Compliance officers help organizations adhere to healthcare regulations and standards, requiring
    expertise in legal compliance and certifications such as Certified in Healthcare Privacy and Security
    (CHPS) from AHIMA or Certified Professional Compliance Officer (CPCO) from AAPC.

    • Health information managers oversee the HIM department, focusing on strategic planning, staff

    UNIT II STUDY GUIDE

    Health Information Management – Career
    Responsibilities and Opportunities

    HTH 2305, Health Information Documentation Management 2

    UNIT x STUDY GUIDE

    Title

    management, and system implementation. This role typically requires advanced education, such as a
    bachelor’s or master’s degree, and credentials like a Registered Health Information Administrator
    (RHIA) from AHIMA.

    • If your skill set is more tuned to problem-solving or putting together a puzzle, inpatient coding may
    pique your interest. AHIMA, which is the other well-renowned HIM credentialing organization, offers
    certifications like Registered Health Information Administrator (RHIA), Certified Coding Specialist
    (CCS), and Certified Health Data Analyst (CHDA).

    • For those focusing on ensuring HIPAA regulatory standards, a credential like the Certified in
    Healthcare Privacy and Security certification can prepare professionals wanting to pursue a career in
    privacy practices and information security.

    To excel in the HIM field, it is essential to develop specific skills and obtain relevant certifications. It is also
    important to understand classifications of different certifications. AAPC offers three certifications that are
    widely recognized in HIM: the Certified Professional Coder (CPC), the Certified Inpatient Coder (CIC), and the
    Certified Outpatient Coder (COC). The CPC is a comprehensive certification that can cover many disciplines,
    while the other two are a bit more specific to the tasks that they will be performing.

    Essential skills for HIM professionals include technical proficiency with a variety of technologies including
    EHR systems, coding software, and data analysis tools. Health care workers must have excellent attention to
    detail in data entry, coding, and regulation compliance. Strong communication skills are also necessary for
    collaborating with healthcare teams and explaining complex data insights. Finally, adaptability is vital to
    keeping up with technological advancements and regulatory changes.

    Responsibilities of Health Information Management Professionals

    HIM professionals are responsible for managing and safeguarding patient information. Primary responsibilities
    include maintaining patient medical records via EHRs, ensuring that clinical documentation and procedural
    documentation match for medical necessity reasons, or submitting reimbursement claims from third-party
    payers. In other capacities, health information professionals can utilize medical data to support medical
    decision-making or ensure compliance with HIPAA laws and other state and federal regulations. HIM
    professionals also prepare audits and address documentation discrepancies that help organizations avoid
    legal and/or financial consequences.

    Medical coding is another significant HIM responsibility. Assigning standardized codes to medical procedures
    and diagnoses using coding systems like ICD-10, CPT, and HCPCS is important for the healthcare revenue
    cycle. Medical coders collaborate with medical billing teams to ensure accurate reimbursement from
    insurance companies and address claim denials by resolving errors in medical coding. Additionally, HIM
    professionals analyze healthcare data to identify trends that improve patient care and implement strategies for
    quality improvement initiatives.

    Current Trends and Changes in the HIM Field

    HIM professionals must adapt to stay relevant as the health care industry grows and evolves. One major
    modern trend is the integration of artificial intelligence, which can greatly aid HIM by automating repetitive
    tasks and enhancing data analysis. AI tools like computer-assisted coding (CAC) can streamline the medical
    coding process, improve accuracy, and reduce workload. Predictive analytics help predict patient outcomes
    and identify at-risk populations, supporting proactive healthcare interventions. However, HIM professionals
    must address ethical challenges surrounding AI as discussed in our last unit, such as biases in algorithms
    and data privacy concerns.

    Increasing cyber threats necessitate advanced encryption, firewalls, and multi-factor authentication to secure
    patient data. Regular staff training on recognizing phishing attempts and other threats should be implemented
    to counter these threats. Changing regulations also require HIM professionals to stay informed, particularly
    regarding interoperability standards put forth by legislation like the 21st Century Cures Act and HITECH,
    which promotes data sharing between healthcare systems.

    Professionals must do their due diligence to stay informed and adhere to state and federal privacy laws. The
    Department of Health and Human Services website, specifically the Centers for Medicare and Medicaid
    Services sections can help provide policy changes and updates related to health information regulations.

    HTH 2305, Health Information Documentation Management 3

    UNIT x STUDY GUIDE

    Title

    AHIMA, AAPC, and Healthit.gov are other credible resources for providing information on evolving HIM
    standards.

    There is also an increased demand for HIM professionals due to the growing need for healthcare services.
    The U.S. Bureau of Labor Statistics projects a 16% growth in health information technologist and medical
    registrar roles from 2023 to 2033. The expansion of telemedicine has also created new opportunities for HIM
    roles. The healthcare industry’s shift towards patient-centered models emphasizes transparency and
    engagement, requiring HIM professionals to facilitate secure access to health records and educate patients
    about their health information and rights.

    Preparing for a Career in HIM

    While there are many technical aspects of preparing yourself for a career in HIM, there are some clerical
    items that you should have prepared. As with any job, you will need to structure your resume so healthcare
    organizations can see that you are the best fit for the job. The course textbook does an amazing job outlining
    the interview process, including how to locate employment opportunities and prepare application materials.

    Throughout this unit's lecture, we have discussed certifications and how they will help you in your HIM career
    journey. Certifications, however, will not guarantee a job, and sometimes this can be frustrating. Most
    employers want to hire medical coders with experience which can leave someone with a freshly earned
    medical coding certification and no experience on the outside looking in. Thankfully, there are internship
    programs that can provide newly certified individuals with medical coding experience. This can be a great way
    to get your foot in the door and apply knowledge in real-life scenarios.

    If you find yourself running into obstacles during your job hunt, try to search for jobs based on responsibilities
    rather than job titles. Applying for jobs that coincide with your skillset gives you an advantage in discussing
    why you are the right person for the job. For example, if you are well-versed in managing patient information,
    you can discuss ways in which you have upheld information privacy and security standards and how that
    knowledge has made you a more well-rounded healthcare professional.

    Conclusion

    Health information management offers many career opportunities for those interested in technology and data
    management and how it impacts the healthcare industry. With the integration of AI, evolving regulations, and
    an increased demand for healthcare services, HIM professionals are more critical than ever. Aspiring
    professionals must focus on education, certifications, and staying informed on industry trends to build
    successful careers. When HIM professionals adequately prepare themselves, they can make informed
    decisions about their career path.

    References

    AAPC. (2025). Transforming careers: AAPC Certified Professionals in the AI era.

    https://www.aapc.com/resources/transforming-careers-aapc-certified-professionals-in-the-ai-era

    French, L. L., & Turner, L. H. (2024). Administrative medical assisting (9th ed.). Cengage.

    U.S. Bureau of Labor Statistics. (2024, December 26). Occupational Outlook Handbook, Health Information

    Technologists and Medical Registrars. https://www.bls.gov/ooh/healthcare/health-information-
    technologists-and-medical-registrars.htm

    U.S. Food & Drug Administration (FDA). (2020, January 31). 21st Century Cures Act.

    https://www.fda.gov/regulatory-information/selected-amendments-fdc-act/21st-century-cures-act

    HTH 2305, Health Information Documentation Management 4

    UNIT x STUDY GUIDE

    Title

    Learning Activities (Nongraded)

    Nongraded learning activities are provided to aid you in your course of study. You do not have to submit
    them. If you have questions, contact your instructor for further guidance and information.

    Complete the following:

    1. Access the AHIMA Career Map feature by clicking the link provided here:

    • Analyze the various career paths by hovering over the shapes. Consider the mastery level of
    positions, as well as what branch of health information management jobs fall into.

    • If you were to choose one of the job titles provided by this career map, which would you select and
    why?

    • What has this activity helped you learn about areas of health information management that best suit
    your interests?

    [https://my.ahima.org/career-mapping/career-map/](https://my.ahima.org/career-mapping/career-map/)

    **## DB2.docx**

    DB 2 Use this paragraph to answer the following questions below: I am Shorley Moten, and I am from Selma, Alabama. I currently reside in Columbus, GA, and serve as a protocol specialist for the Department of Defense. My future goal is to complete my associate's degree. I joined the Army at 22. I spent 21 years in the Army and retired at the age of 43. In the Army, I was a petroleum supply specialist, a term for a fuel handler. I issued, received, and accounted for all items related to gas, fuel, petroleum products, and oil lubricants. Eventually, at the senior level, I managed fuel and water issuance and receipt, as well as the lab testing of the fuel and water, and ensured accountability for all aspects. I was certified in this career field to handle hazardous materials and had the credentials to earn my CDL commercial license upon my exit from the military.

    The most important aspect of my current role is managing a multimillion-dollar budget for the Department of Defense, as well as hosting events for senior military personnel, executive leaders, and foreign dignitaries. I have two adult children. I have been married for 1 year, and my husband is also a retired veteran. I am currently enrolled in this class because it is a prerequisite for completing my degree.

    A fun fact about me is that I served as a female drill sergeant in the Army, one of the first seven women serving as a drill sergeant in the infantry corps.

    Your initial post should be at least 200 words in length.

    1.This discussion board will focus on three concepts: self-assessment, vision, and preparedness.

    2. Reflect on your own skills, strengths, and interests. How do these align with the responsibilities and demands of a career in health information management or another healthcare-related role?

    3. Where do you see yourself in five years career-wise? What specific jobs or roles appeal to you, and why?

    4. What steps can you take now to prepare for your desired role? Consider education, certifications, networking opportunities, and/or skill-building.

    Response 1:
    **Angela White**

    Top of Form

    When I think about my skills and interests, I realize that I am very organized and pay close attention to details. I enjoy working with computers and learning new software, which is important in health information management. I also like helping people and making sure things are done correctly. I started off watching my mom work as I CNA in the nursing and that made me wanting to do the same because I love taking care of others. These strengths fit well with a career in health information management because this field requires accuracy, confidentiality, and good communication.

    In five years, I see myself working as a health information technician or maybe even moving up to a supervisor role. I am interested in jobs where I can manage patient records, make sure data is secure, and help improve the way information is handled in a healthcare setting. I like the idea of being part of a team that supports doctors and nurses by making sure they have the right information when they need it.

    To prepare for this career, I know I need to finish my education and possibly get certified, like earning the Registered Health Information Technician. I plan to look for  volunteer opportunities to get real experience.  By building my skills and making connections now, I believe I will be ready for the job I want in the future.

    Response 2:
    **Elisha Lockhart**

    Top of Form

    When I think about where I am right now and where I want to go, I would say my biggest strengths are being organized, dependable, and able to stay calm under pressure. Working in the military on the supply side has improved those skills, from managing equipment and inventory to keeping things running smoothly when resources are tight. It has made me realize how much I enjoy structure and problem-solving, which also fit well in healthcare information and logistics.

    In five years, I see myself moving into a civilian role that connects both worlds, something like a healthcare supply chain analyst or materials manager. I like the idea of helping hospitals and clinics run more efficiently behind the scenes while still playing a part in patient care.

    Right now, I’m preparing by working on certifications in supply chain management and looking into others like the Certified Supply Chain Professional and Certified Materials and Resource Professional. I’m also learning more about healthcare systems and technology to stay up to date. Networking with healthcare administrators and continuing my education are big goals for me, because I want to be fully ready when it’s time to make that transition. I’m just taking it day by day.

    Bottom of Form

    Bottom of Form

    **## UnitIIStudyGuide.pdf**

    HTH 2305, Health Information Documentation Management 1

    Course Learning Outcomes for Unit II

    At the end of this unit, you should be able to:

    2. Discuss how medical coding impacts the health care revenue cycle.
    2.1 Outline the roles and responsibilities of health information professionals, including medical

    coders.

    Required Unit Resources

    Chapter 21: Seeking a Position as an Administrative Medical Assistant (ULO 2.1)

    Unit Lesson

    Lesson: Health Information Management – Career Responsibilities and Opportunities (ULO 2.1)

    Introduction

    Health information management (HIM) is an evolving field that plays a crucial role to uphold the integrity,
    security, and proper use of patient data within the healthcare system. Professionals in HIM unite the clinical,
    operational, and administrative functions in healthcare organizations. With the rise of technology, particularly
    artificial intelligence (AI), HIM careers are experiencing opportunities for growth and unique challenges. As
    you progress in this course and become more knowledgeable about health information management, think
    back to the responsibilities, employment opportunities, and industry trends you have noticed in the health
    industry. Use this unit as a guide that will guide you to the HIM role that is the best fit for you.

    Certifications in Health Information Management

    HIM professionals work in a variety of settings, including hospitals, outpatient clinics, insurance companies,
    government agencies, and medical technology firms. Having credentials is crucial to being a professional in
    health information management. Throughout this unit we will discuss roles and their recommended
    certifications.

    Two credible accrediting bodies in health information management are the American Academy of
    Professional Coders (AAPC) and the American Health Information Management Association (AHIMA). These
    organizations have been valuable resources for healthcare professionals when it comes to advancing health
    information initiatives and improving the careers of HIM professionals.

    • For example, a role such as a revenue cycle specialist, which involves maintaining coding/billing
    records and ensuring data accuracy requires a certification like the Certified Coding Associate (CCA)
    from AHIMA.

    • Another role that requires a similar type of certification would be a medical coder, who specializes in
    coding medical procedures for billing and reimbursement purposes.

    • Medical coders need knowledge of coding systems and certifications such as Certified Professional
    Coder (CPC) from AAPC or Certified Coding Specialist (CCS) from AHIMA.

    • Health data analysts, on the other hand, focus on analyzing patient and operational data to improve
    healthcare delivery and typically require a bachelor’s degree and proficiency in data analytics tools.

    • Compliance officers help organizations adhere to healthcare regulations and standards, requiring
    expertise in legal compliance and certifications such as Certified in Healthcare Privacy and Security
    (CHPS) from AHIMA or Certified Professional Compliance Officer (CPCO) from AAPC.

    • Health information managers oversee the HIM department, focusing on strategic planning, staff

    UNIT II STUDY GUIDE

    Health Information Management – Career
    Responsibilities and Opportunities

    HTH 2305, Health Information Documentation Management 2

    UNIT x STUDY GUIDE

    Title

    management, and system implementation. This role typically requires advanced education, such as a
    bachelor’s or master’s degree, and credentials like a Registered Health Information Administrator
    (RHIA) from AHIMA.

    • If your skill set is more tuned to problem-solving or putting together a puzzle, inpatient coding may
    pique your interest. AHIMA, which is the other well-renowned HIM credentialing organization, offers
    certifications like Registered Health Information Administrator (RHIA), Certified Coding Specialist
    (CCS), and Certified Health Data Analyst (CHDA).

    • For those focusing on ensuring HIPAA regulatory standards, a credential like the Certified in
    Healthcare Privacy and Security certification can prepare professionals wanting to pursue a career in
    privacy practices and information security.

    To excel in the HIM field, it is essential to develop specific skills and obtain relevant certifications. It is also
    important to understand classifications of different certifications. AAPC offers three certifications that are
    widely recognized in HIM: the Certified Professional Coder (CPC), the Certified Inpatient Coder (CIC), and the
    Certified Outpatient Coder (COC). The CPC is a comprehensive certification that can cover many disciplines,
    while the other two are a bit more specific to the tasks that they will be performing.

    Essential skills for HIM professionals include technical proficiency with a variety of technologies including
    EHR systems, coding software, and data analysis tools. Health care workers must have excellent attention to
    detail in data entry, coding, and regulation compliance. Strong communication skills are also necessary for
    collaborating with healthcare teams and explaining complex data insights. Finally, adaptability is vital to
    keeping up with technological advancements and regulatory changes.

    Responsibilities of Health Information Management Professionals

    HIM professionals are responsible for managing and safeguarding patient information. Primary responsibilities
    include maintaining patient medical records via EHRs, ensuring that clinical documentation and procedural
    documentation match for medical necessity reasons, or submitting reimbursement claims from third-party
    payers. In other capacities, health information professionals can utilize medical data to support medical
    decision-making or ensure compliance with HIPAA laws and other state and federal regulations. HIM
    professionals also prepare audits and address documentation discrepancies that help organizations avoid
    legal and/or financial consequences.

    Medical coding is another significant HIM responsibility. Assigning standardized codes to medical procedures
    and diagnoses using coding systems like ICD-10, CPT, and HCPCS is important for the healthcare revenue
    cycle. Medical coders collaborate with medical billing teams to ensure accurate reimbursement from
    insurance companies and address claim denials by resolving errors in medical coding. Additionally, HIM
    professionals analyze healthcare data to identify trends that improve patient care and implement strategies for
    quality improvement initiatives.

    Current Trends and Changes in the HIM Field

    HIM professionals must adapt to stay relevant as the health care industry grows and evolves. One major
    modern trend is the integration of artificial intelligence, which can greatly aid HIM by automating repetitive
    tasks and enhancing data analysis. AI tools like computer-assisted coding (CAC) can streamline the medical
    coding process, improve accuracy, and reduce workload. Predictive analytics help predict patient outcomes
    and identify at-risk populations, supporting proactive healthcare interventions. However, HIM professionals
    must address ethical challenges surrounding AI as discussed in our last unit, such as biases in algorithms
    and data privacy concerns.

    Increasing cyber threats necessitate advanced encryption, firewalls, and multi-factor authentication to secure
    patient data. Regular staff training on recognizing phishing attempts and other threats should be implemented
    to counter these threats. Changing regulations also require HIM professionals to stay informed, particularly
    regarding interoperability standards put forth by legislation like the 21st Century Cures Act and HITECH,
    which promotes data sharing between healthcare systems.

    Professionals must do their due diligence to stay informed and adhere to state and federal privacy laws. The
    Department of Health and Human Services website, specifically the Centers for Medicare and Medicaid
    Services sections can help provide policy changes and updates related to health information regulations.

    HTH 2305, Health Information Documentation Management 3

    UNIT x STUDY GUIDE

    Title

    AHIMA, AAPC, and Healthit.gov are other credible resources for providing information on evolving HIM
    standards.

    There is also an increased demand for HIM professionals due to the growing need for healthcare services.
    The U.S. Bureau of Labor Statistics projects a 16% growth in health information technologist and medical
    registrar roles from 2023 to 2033. The expansion of telemedicine has also created new opportunities for HIM
    roles. The healthcare industry’s shift towards patient-centered models emphasizes transparency and
    engagement, requiring HIM professionals to facilitate secure access to health records and educate patients
    about their health information and rights.

    Preparing for a Career in HIM

    While there are many technical aspects of preparing yourself for a career in HIM, there are some clerical
    items that you should have prepared. As with any job, you will need to structure your resume so healthcare
    organizations can see that you are the best fit for the job. The course textbook does an amazing job outlining
    the interview process, including how to locate employment opportunities and prepare application materials.

    Throughout this unit's lecture, we have discussed certifications and how they will help you in your HIM career
    journey. Certifications, however, will not guarantee a job, and sometimes this can be frustrating. Most
    employers want to hire medical coders with experience which can leave someone with a freshly earned
    medical coding certification and no experience on the outside looking in. Thankfully, there are internship
    programs that can provide newly certified individuals with medical coding experience. This can be a great way
    to get your foot in the door and apply knowledge in real-life scenarios.

    If you find yourself running into obstacles during your job hunt, try to search for jobs based on responsibilities
    rather than job titles. Applying for jobs that coincide with your skillset gives you an advantage in discussing
    why you are the right person for the job. For example, if you are well-versed in managing patient information,
    you can discuss ways in which you have upheld information privacy and security standards and how that
    knowledge has made you a more well-rounded healthcare professional.

    Conclusion

    Health information management offers many career opportunities for those interested in technology and data
    management and how it impacts the healthcare industry. With the integration of AI, evolving regulations, and
    an increased demand for healthcare services, HIM professionals are more critical than ever. Aspiring
    professionals must focus on education, certifications, and staying informed on industry trends to build
    successful careers. When HIM professionals adequately prepare themselves, they can make informed
    decisions about their career path.

    References

    AAPC. (2025). Transforming careers: AAPC Certified Professionals in the AI era.

    https://www.aapc.com/resources/transforming-careers-aapc-certified-professionals-in-the-ai-era

    French, L. L., & Turner, L. H. (2024). Administrative medical assisting (9th ed.). Cengage.

    U.S. Bureau of Labor Statistics. (2024, December 26). Occupational Outlook Handbook, Health Information

    Technologists and Medical Registrars. https://www.bls.gov/ooh/healthcare/health-information-
    technologists-and-medical-registrars.htm

    U.S. Food & Drug Administration (FDA). (2020, January 31). 21st Century Cures Act.

    https://www.fda.gov/regulatory-information/selected-amendments-fdc-act/21st-century-cures-act

    HTH 2305, Health Information Documentation Management 4

    UNIT x STUDY GUIDE

    Title

    Learning Activities (Nongraded)

    Nongraded learning activities are provided to aid you in your course of study. You do not have to submit
    them. If you have questions, contact your instructor for further guidance and information.

    Complete the following:

    1. Access the AHIMA Career Map feature by clicking the link provided here:

    • Analyze the various career paths by hovering over the shapes. Consider the mastery level of
    positions, as well as what branch of health information management jobs fall into.

    • If you were to choose one of the job titles provided by this career map, which would you select and
    why?

    • What has this activity helped you learn about areas of health information management that best suit
    your interests?

    [https://my.ahima.org/career-mapping/career-map/](https://my.ahima.org/career-mapping/career-map/)

    – 1
    – 2

  • [Solved] Unit IV HTH

    ✓ Verified Academic Solution Available

    Executive Solution Overview

    see attached – ## UnitIVEssay.docx – ## UnitIVStudyGuide.pdf – UnitIIIStudyGuide.pdf **## UnitIVEssay.docx** Unit IV Essay This two-page essay Write an essay on the scenario below: You were recently hired at Mercy Me Hospital as a medical administrator. During your first week of onboarding, you are …

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    Assignment Prompt & Instructions

    see attached

    – ## UnitIVEssay.docx

    – ## UnitIVStudyGuide.pdf

    – UnitIIIStudyGuide.pdf

    **## UnitIVEssay.docx**

    Unit IV Essay This two-page essay

    Write an essay on the scenario below:

    You were recently hired at Mercy Me Hospital as a medical administrator. During your first week of onboarding, you are

    brought up to speed on the hospital’s procedures and policies and are assigned your first major project. You will be

    responsible for assisting with the transition to an electronic system.

    In your essay, you must include the information below:

    Explain HIPAA best practices when managing patient medical data.

    Compare and contrast paper-based record systems with electronic-based record systems.

    · Which is the more suitable option for Mercy Me hospital?

    · Provide examples of why your choice is more efficient.

    Explain the differences between the three medical record organization systems.

    · Based on what you learned in this unit, which record organization system will be the easiest to transition to with the new filing system and why?

    Discuss how CPOE improves patient safety and efficiency.

    · How would you address concerns that it increases time spent on data entry?

    Give an example of two different types of audits.

    · In your opinion, what makes an audit effective or ineffective?

    · Do you think audits are a valuable tool in combating waste, fraud, and abuse?

    Your essay must be a minimum of two pages in length, not counting the title page or reference page. Adhere to APA Style when constructing this assignment, including a title page, in-text citations, and references for all sources that are used. You must use at least two sources for this essay. One reference must be an outside source and the other may be your textbook. All sources used must have proper citations. The Unit III and IV study guides are good resources to use for information.

    **## UnitIVStudyGuide.pdf**

    HTH 2305, Health Information Documentation Management 1

    Course Learning Outcomes for Unit IV

    At the end of this unit, you should be able to:

    1. Utilize health information systems to manage patient medical records.
    1.2 Discuss how EHR management impacts HIM workflow.

    4. Apply compliance standards that govern how patient information is collected, stored, and transmitted.

    4.4 Describe how providers can reduce healthcare errors through technology and auditing.

    Required Unit Resources

    Chapter 11: Filing Procedures (ULOs 1.2 and 4.4)
    Read pages 304-311.

    Chapter 12: Medical Records (ULOs 1.2 and 4.4)
    Read pages 338-358.

    Unit Lesson

    Lesson: Mastering Medical Record Management (Part 2) (ULO 1.2 and 4.4)

    Introduction

    Healthcare systems continue to evolve to improve patient care, enhance efficiency, and ensure compliance
    with regulations.

    As you saw in the last unit, electronic health records have become popular as technology continues to
    advance. This unit will focus on more components of health information management to include the content of
    a medical record, computerized provider order entry (CPOE), and the concepts of interoperability and
    meaningful use. We will also discuss auditing throughout this unit and the role it plays in an effective
    healthcare revenue cycle. Each of these elements plays a vital role in delivering safe and effective care while
    maintaining the integrity and security of health information.

    The Medical Record

    A complete and accurate medical record is critical for quality care and legal compliance. Essential
    components of a medical record include:

    Patient Identification Information

    Name

    Date of Birth

    Address

    Medical History

    Current and Past Diagnoses Surgeries

    Family History

    Allergies

    Immunizations

    Medication Records

    Current and Past Prescriptions

    Dosages

    UNIT IV STUDY GUIDE

    Mastering Medical Record Management
    (Part 2)

    HTH 2305, Health Information Documentation Management 2

    UNIT x STUDY GUIDE

    Title

    Schedules

    Patients Condition

    Treatments

    Outcomes

    Laboratory and Diagnostic Reports

    Test Results

    Imaging Studies

    Pathology Reports; Consent Forms for Procedures and Data Sharing

    Discharge Summaries

    Follow-Up Care Instructions

    Correspondence with Referring and/or Consulting Physicians

    EHR Software

    It is imperative for health information professionals to become familiar with software used by most medical
    providers. Oracle Health (formerly Cerner) and Epic are two of the most widely used electronic health record
    (EHR) systems. Understanding how electronic health records are managed increases your value as an
    employee and allows you to navigate patient information with efficiency.

    Oracle Health's emphasis on interoperability ensures providers can access patient information across multiple
    healthcare systems, improving coordination of care. The software continues to improve patient care through
    its implementation of AI and machine learning tools. In late 2024, Oracle Health issued a press release
    discussing the new version of Clinical AI Agent, its artificial intelligence feature that can perform many
    healthcare tasks. The Clinical AI Agent helps to enhance patient-provider interactions, improve
    documentation accuracy, and simplify clinical decision making. This type of technology can reduce physician
    burnout, improve reimbursement processes, and save staff both time and effort. This translates into more
    time that doctors can spend with patients.

    Epic, in contrast, is widely praised for its user-friendly interface and high level of customization, making it the
    most adopted EHR software in the world. Epic's strength in data security and training programs ensures easy
    integration into an organization‘s pre-existing tools and compliance with industry standards. With any EHR
    system, its capabilities depend on an organization’s size, budget, and specific needs. Epic provides a wide
    variety of tools that support effective patient care, creating a high level of satisfaction for its users. A recent
    research study on the Epic software concluded that it improved healthcare quality as well as the ability to
    conduct various levels of record review. Epic has proven itself as a trusted tool in the advancement of patient
    medical records.

    Interoperability

    We have mentioned how important interoperability is throughout this course. One of the main advantages that
    the Oracle Health and Epic systems present is their ability to work with multiple systems. Interoperability
    refers to how different healthcare information systems can exchange and use data effectively. It is essential
    for ensuring continuity of care, improving patient outcomes, and enabling population health management.

    There are three levels of interoperability: foundational, which enables basic data exchange without
    interpretation; structural, which ensures data are exchanged in a standardized format; and semantic, which
    allows different systems to interpret and use the data in a meaningful way. You will also hear this referred to
    as meaningful use. Barriers to interoperability include variations in data standards, lack of incentives for
    collaboration, and concerns about data security and ownership.

    CPOE

    Another benefit of interoperability is the ability for real-time events to be added into a patient's electronic
    health record. For example, Computerized Provider Order Entry (CPOE) is a system that allows healthcare
    providers to directly enter medical orders, such as prescriptions, lab tests, or treatment plans, into an
    electronic health record (EHR) system.

    This system provides key features such as order accuracy, which reduces errors caused by poor handwriting
    or transcription mistakes. It can integrate with clinical decision support systems (CDSS) to provide alerts for

    HTH 2305, Health Information Documentation Management 3

    UNIT x STUDY GUIDE

    Title

    drug interactions, allergies, or duplicate tests. CPOE also promotes real-time communication, which facilitates
    instant sharing of orders with relevant departments like pharmacy or radiology. The benefits of CPOE include:

    Benefits of CPOE

    1. Error Reduction by Minimizing Medication Errors

    2. Improved Efficiency by Streamlining Workflow

    3. Reducing Delays in Order Processing

    4. Data Analytics that Enable Tracking

    5. Trends in Order Entry

    However, challenges, such as initial implementation costs, training requirements, resistance to change among
    staff, and potential for alert fatigue due to excessive warnings, must be addressed.

    Auditing

    Health information auditing is a systematic process used to review and evaluate medical records and related
    documentation. Audits promote compliance with legal, regulatory, and institutional standards, while identifying
    opportunities for process improvement. There are different types of audits, including prospective audits
    (conducted before claims are submitted), retrospective audits (performed after claims are processed to
    identify errors or patterns that need corrective action), and concurrent audits (conducted in real-time during
    patient care).

    Recovery Audit Contractor (RAC) is an auditing program initiated by the Centers for Medicare & Medicaid
    Services (CMS) to identify and recover improper payments made to healthcare providers under Medicare.
    RAC auditors review claims to ensure compliance with Medicare regulations, focusing on overpayments,
    underpayments, and billing errors. This program aims to secure the integrity of Medicare funds by detecting
    fraud, waste, and abuse in healthcare claims.

    RAC audits are external, so providers selected for RAC audits are notified and required to submit relevant
    documentation for review. The process can be complex, involving detailed analysis of medical records, coding
    accuracy, and adherence to coverage policies. Healthcare organizations must implement proactive measures,
    such as regular internal audits and staff education on coding and documentation standards, to minimize their
    risk of non-compliance and consequences associated with compliance violations. Understanding RAC
    auditing and maintaining accurate records are essential to protect revenue and promote ethical billing
    practices.

    Conclusion

    The integration of all the aspects discussed over these past two units forms the foundation for modern
    healthcare guidelines. These elements enhance patient safety, improve care delivery, and ensure compliance
    with evolving regulations. As healthcare technology continues to advance, the use of these tools and systems
    is critical in shaping the future of healthcare.

    In conclusion, health information auditing promotes accuracy and improvement. CPOE reduces errors and
    enhances efficiency in order management. Epic and Oracle Health (formerly Cerner) have greatly impacted
    the way we manage EHRs and will continue to enhance patient outcomes as technology such as AI
    advances. These software systems promote interoperability, enabling seamless data sharing and improved
    data accuracy. Let’s continue to explore and leverage these tools and concepts to drive excellence in
    healthcare.

    HTH 2305, Health Information Documentation Management 4

    UNIT x STUDY GUIDE

    Title

    References

    Chishtie, J., Sapiro, N., Wiebe, N., Rabatach, L., Lorenzetti, D., Leung, A.A., Rabi, D., Quan, H., & Eastwood,

    C. (2023, December 15). Use of epic electronic health record system for health care research:
    Scoping review. Journal of medical Internet research. https://pubmed.ncbi.nlm.nih.gov/38100185/

    French, L. L., & Turner, L. H. (2024). Administrative medical assisting (9th ed.). Cengage.

    Oracle Health’s clinical AI agent helps doctors spend more time with patients. Oracle. (n.d.).

    https://www.oracle.com/news/announcement/oracle-clinical-ai-agent-2024-10-29/

    **UnitIIIStudyGuide.pdf**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/unitiiistudyguide-pdf-10450591)

    **UnitIIIStudyGuide.pdf**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/unitiiistudyguide-pdf-10450591)

    **## UnitIVEssay.docx**

    Unit IV Essay This two-page essay

    Write an essay on the scenario below:

    You were recently hired at Mercy Me Hospital as a medical administrator. During your first week of onboarding, you are

    brought up to speed on the hospital’s procedures and policies and are assigned your first major project. You will be

    responsible for assisting with the transition to an electronic system.

    In your essay, you must include the information below:

    Explain HIPAA best practices when managing patient medical data.

    Compare and contrast paper-based record systems with electronic-based record systems.

    · Which is the more suitable option for Mercy Me hospital?

    · Provide examples of why your choice is more efficient.

    Explain the differences between the three medical record organization systems.

    · Based on what you learned in this unit, which record organization system will be the easiest to transition to with the new filing system and why?

    Discuss how CPOE improves patient safety and efficiency.

    · How would you address concerns that it increases time spent on data entry?

    Give an example of two different types of audits.

    · In your opinion, what makes an audit effective or ineffective?

    · Do you think audits are a valuable tool in combating waste, fraud, and abuse?

    Your essay must be a minimum of two pages in length, not counting the title page or reference page. Adhere to APA Style when constructing this assignment, including a title page, in-text citations, and references for all sources that are used. You must use at least two sources for this essay. One reference must be an outside source and the other may be your textbook. All sources used must have proper citations. The Unit III and IV study guides are good resources to use for information.

    **## UnitIVStudyGuide.pdf**

    HTH 2305, Health Information Documentation Management 1

    Course Learning Outcomes for Unit IV

    At the end of this unit, you should be able to:

    1. Utilize health information systems to manage patient medical records.
    1.2 Discuss how EHR management impacts HIM workflow.

    4. Apply compliance standards that govern how patient information is collected, stored, and transmitted.

    4.4 Describe how providers can reduce healthcare errors through technology and auditing.

    Required Unit Resources

    Chapter 11: Filing Procedures (ULOs 1.2 and 4.4)
    Read pages 304-311.

    Chapter 12: Medical Records (ULOs 1.2 and 4.4)
    Read pages 338-358.

    Unit Lesson

    Lesson: Mastering Medical Record Management (Part 2) (ULO 1.2 and 4.4)

    Introduction

    Healthcare systems continue to evolve to improve patient care, enhance efficiency, and ensure compliance
    with regulations.

    As you saw in the last unit, electronic health records have become popular as technology continues to
    advance. This unit will focus on more components of health information management to include the content of
    a medical record, computerized provider order entry (CPOE), and the concepts of interoperability and
    meaningful use. We will also discuss auditing throughout this unit and the role it plays in an effective
    healthcare revenue cycle. Each of these elements plays a vital role in delivering safe and effective care while
    maintaining the integrity and security of health information.

    The Medical Record

    A complete and accurate medical record is critical for quality care and legal compliance. Essential
    components of a medical record include:

    Patient Identification Information

    Name

    Date of Birth

    Address

    Medical History

    Current and Past Diagnoses Surgeries

    Family History

    Allergies

    Immunizations

    Medication Records

    Current and Past Prescriptions

    Dosages

    UNIT IV STUDY GUIDE

    Mastering Medical Record Management
    (Part 2)

    HTH 2305, Health Information Documentation Management 2

    UNIT x STUDY GUIDE

    Title

    Schedules

    Patients Condition

    Treatments

    Outcomes

    Laboratory and Diagnostic Reports

    Test Results

    Imaging Studies

    Pathology Reports; Consent Forms for Procedures and Data Sharing

    Discharge Summaries

    Follow-Up Care Instructions

    Correspondence with Referring and/or Consulting Physicians

    EHR Software

    It is imperative for health information professionals to become familiar with software used by most medical
    providers. Oracle Health (formerly Cerner) and Epic are two of the most widely used electronic health record
    (EHR) systems. Understanding how electronic health records are managed increases your value as an
    employee and allows you to navigate patient information with efficiency.

    Oracle Health's emphasis on interoperability ensures providers can access patient information across multiple
    healthcare systems, improving coordination of care. The software continues to improve patient care through
    its implementation of AI and machine learning tools. In late 2024, Oracle Health issued a press release
    discussing the new version of Clinical AI Agent, its artificial intelligence feature that can perform many
    healthcare tasks. The Clinical AI Agent helps to enhance patient-provider interactions, improve
    documentation accuracy, and simplify clinical decision making. This type of technology can reduce physician
    burnout, improve reimbursement processes, and save staff both time and effort. This translates into more
    time that doctors can spend with patients.

    Epic, in contrast, is widely praised for its user-friendly interface and high level of customization, making it the
    most adopted EHR software in the world. Epic's strength in data security and training programs ensures easy
    integration into an organization‘s pre-existing tools and compliance with industry standards. With any EHR
    system, its capabilities depend on an organization’s size, budget, and specific needs. Epic provides a wide
    variety of tools that support effective patient care, creating a high level of satisfaction for its users. A recent
    research study on the Epic software concluded that it improved healthcare quality as well as the ability to
    conduct various levels of record review. Epic has proven itself as a trusted tool in the advancement of patient
    medical records.

    Interoperability

    We have mentioned how important interoperability is throughout this course. One of the main advantages that
    the Oracle Health and Epic systems present is their ability to work with multiple systems. Interoperability
    refers to how different healthcare information systems can exchange and use data effectively. It is essential
    for ensuring continuity of care, improving patient outcomes, and enabling population health management.

    There are three levels of interoperability: foundational, which enables basic data exchange without
    interpretation; structural, which ensures data are exchanged in a standardized format; and semantic, which
    allows different systems to interpret and use the data in a meaningful way. You will also hear this referred to
    as meaningful use. Barriers to interoperability include variations in data standards, lack of incentives for
    collaboration, and concerns about data security and ownership.

    CPOE

    Another benefit of interoperability is the ability for real-time events to be added into a patient's electronic
    health record. For example, Computerized Provider Order Entry (CPOE) is a system that allows healthcare
    providers to directly enter medical orders, such as prescriptions, lab tests, or treatment plans, into an
    electronic health record (EHR) system.

    This system provides key features such as order accuracy, which reduces errors caused by poor handwriting
    or transcription mistakes. It can integrate with clinical decision support systems (CDSS) to provide alerts for

    HTH 2305, Health Information Documentation Management 3

    UNIT x STUDY GUIDE

    Title

    drug interactions, allergies, or duplicate tests. CPOE also promotes real-time communication, which facilitates
    instant sharing of orders with relevant departments like pharmacy or radiology. The benefits of CPOE include:

    Benefits of CPOE

    1. Error Reduction by Minimizing Medication Errors

    2. Improved Efficiency by Streamlining Workflow

    3. Reducing Delays in Order Processing

    4. Data Analytics that Enable Tracking

    5. Trends in Order Entry

    However, challenges, such as initial implementation costs, training requirements, resistance to change among
    staff, and potential for alert fatigue due to excessive warnings, must be addressed.

    Auditing

    Health information auditing is a systematic process used to review and evaluate medical records and related
    documentation. Audits promote compliance with legal, regulatory, and institutional standards, while identifying
    opportunities for process improvement. There are different types of audits, including prospective audits
    (conducted before claims are submitted), retrospective audits (performed after claims are processed to
    identify errors or patterns that need corrective action), and concurrent audits (conducted in real-time during
    patient care).

    Recovery Audit Contractor (RAC) is an auditing program initiated by the Centers for Medicare & Medicaid
    Services (CMS) to identify and recover improper payments made to healthcare providers under Medicare.
    RAC auditors review claims to ensure compliance with Medicare regulations, focusing on overpayments,
    underpayments, and billing errors. This program aims to secure the integrity of Medicare funds by detecting
    fraud, waste, and abuse in healthcare claims.

    RAC audits are external, so providers selected for RAC audits are notified and required to submit relevant
    documentation for review. The process can be complex, involving detailed analysis of medical records, coding
    accuracy, and adherence to coverage policies. Healthcare organizations must implement proactive measures,
    such as regular internal audits and staff education on coding and documentation standards, to minimize their
    risk of non-compliance and consequences associated with compliance violations. Understanding RAC
    auditing and maintaining accurate records are essential to protect revenue and promote ethical billing
    practices.

    Conclusion

    The integration of all the aspects discussed over these past two units forms the foundation for modern
    healthcare guidelines. These elements enhance patient safety, improve care delivery, and ensure compliance
    with evolving regulations. As healthcare technology continues to advance, the use of these tools and systems
    is critical in shaping the future of healthcare.

    In conclusion, health information auditing promotes accuracy and improvement. CPOE reduces errors and
    enhances efficiency in order management. Epic and Oracle Health (formerly Cerner) have greatly impacted
    the way we manage EHRs and will continue to enhance patient outcomes as technology such as AI
    advances. These software systems promote interoperability, enabling seamless data sharing and improved
    data accuracy. Let’s continue to explore and leverage these tools and concepts to drive excellence in
    healthcare.

    HTH 2305, Health Information Documentation Management 4

    UNIT x STUDY GUIDE

    Title

    References

    Chishtie, J., Sapiro, N., Wiebe, N., Rabatach, L., Lorenzetti, D., Leung, A.A., Rabi, D., Quan, H., & Eastwood,

    C. (2023, December 15). Use of epic electronic health record system for health care research:
    Scoping review. Journal of medical Internet research. https://pubmed.ncbi.nlm.nih.gov/38100185/

    French, L. L., & Turner, L. H. (2024). Administrative medical assisting (9th ed.). Cengage.

    Oracle Health’s clinical AI agent helps doctors spend more time with patients. Oracle. (n.d.).

    https://www.oracle.com/news/announcement/oracle-clinical-ai-agent-2024-10-29/

    **UnitIIIStudyGuide.pdf**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/unitiiistudyguide-pdf-10450591)

    **## UnitIVEssay.docx**

    Unit IV Essay This two-page essay

    Write an essay on the scenario below:

    You were recently hired at Mercy Me Hospital as a medical administrator. During your first week of onboarding, you are

    brought up to speed on the hospital’s procedures and policies and are assigned your first major project. You will be

    responsible for assisting with the transition to an electronic system.

    In your essay, you must include the information below:

    Explain HIPAA best practices when managing patient medical data.

    Compare and contrast paper-based record systems with electronic-based record systems.

    · Which is the more suitable option for Mercy Me hospital?

    · Provide examples of why your choice is more efficient.

    Explain the differences between the three medical record organization systems.

    · Based on what you learned in this unit, which record organization system will be the easiest to transition to with the new filing system and why?

    Discuss how CPOE improves patient safety and efficiency.

    · How would you address concerns that it increases time spent on data entry?

    Give an example of two different types of audits.

    · In your opinion, what makes an audit effective or ineffective?

    · Do you think audits are a valuable tool in combating waste, fraud, and abuse?

    Your essay must be a minimum of two pages in length, not counting the title page or reference page. Adhere to APA Style when constructing this assignment, including a title page, in-text citations, and references for all sources that are used. You must use at least two sources for this essay. One reference must be an outside source and the other may be your textbook. All sources used must have proper citations. The Unit III and IV study guides are good resources to use for information.

    **## UnitIVStudyGuide.pdf**

    HTH 2305, Health Information Documentation Management 1

    Course Learning Outcomes for Unit IV

    At the end of this unit, you should be able to:

    1. Utilize health information systems to manage patient medical records.
    1.2 Discuss how EHR management impacts HIM workflow.

    4. Apply compliance standards that govern how patient information is collected, stored, and transmitted.

    4.4 Describe how providers can reduce healthcare errors through technology and auditing.

    Required Unit Resources

    Chapter 11: Filing Procedures (ULOs 1.2 and 4.4)
    Read pages 304-311.

    Chapter 12: Medical Records (ULOs 1.2 and 4.4)
    Read pages 338-358.

    Unit Lesson

    Lesson: Mastering Medical Record Management (Part 2) (ULO 1.2 and 4.4)

    Introduction

    Healthcare systems continue to evolve to improve patient care, enhance efficiency, and ensure compliance
    with regulations.

    As you saw in the last unit, electronic health records have become popular as technology continues to
    advance. This unit will focus on more components of health information management to include the content of
    a medical record, computerized provider order entry (CPOE), and the concepts of interoperability and
    meaningful use. We will also discuss auditing throughout this unit and the role it plays in an effective
    healthcare revenue cycle. Each of these elements plays a vital role in delivering safe and effective care while
    maintaining the integrity and security of health information.

    The Medical Record

    A complete and accurate medical record is critical for quality care and legal compliance. Essential
    components of a medical record include:

    Patient Identification Information

    Name

    Date of Birth

    Address

    Medical History

    Current and Past Diagnoses Surgeries

    Family History

    Allergies

    Immunizations

    Medication Records

    Current and Past Prescriptions

    Dosages

    UNIT IV STUDY GUIDE

    Mastering Medical Record Management
    (Part 2)

    HTH 2305, Health Information Documentation Management 2

    UNIT x STUDY GUIDE

    Title

    Schedules

    Patients Condition

    Treatments

    Outcomes

    Laboratory and Diagnostic Reports

    Test Results

    Imaging Studies

    Pathology Reports; Consent Forms for Procedures and Data Sharing

    Discharge Summaries

    Follow-Up Care Instructions

    Correspondence with Referring and/or Consulting Physicians

    EHR Software

    It is imperative for health information professionals to become familiar with software used by most medical
    providers. Oracle Health (formerly Cerner) and Epic are two of the most widely used electronic health record
    (EHR) systems. Understanding how electronic health records are managed increases your value as an
    employee and allows you to navigate patient information with efficiency.

    Oracle Health's emphasis on interoperability ensures providers can access patient information across multiple
    healthcare systems, improving coordination of care. The software continues to improve patient care through
    its implementation of AI and machine learning tools. In late 2024, Oracle Health issued a press release
    discussing the new version of Clinical AI Agent, its artificial intelligence feature that can perform many
    healthcare tasks. The Clinical AI Agent helps to enhance patient-provider interactions, improve
    documentation accuracy, and simplify clinical decision making. This type of technology can reduce physician
    burnout, improve reimbursement processes, and save staff both time and effort. This translates into more
    time that doctors can spend with patients.

    Epic, in contrast, is widely praised for its user-friendly interface and high level of customization, making it the
    most adopted EHR software in the world. Epic's strength in data security and training programs ensures easy
    integration into an organization‘s pre-existing tools and compliance with industry standards. With any EHR
    system, its capabilities depend on an organization’s size, budget, and specific needs. Epic provides a wide
    variety of tools that support effective patient care, creating a high level of satisfaction for its users. A recent
    research study on the Epic software concluded that it improved healthcare quality as well as the ability to
    conduct various levels of record review. Epic has proven itself as a trusted tool in the advancement of patient
    medical records.

    Interoperability

    We have mentioned how important interoperability is throughout this course. One of the main advantages that
    the Oracle Health and Epic systems present is their ability to work with multiple systems. Interoperability
    refers to how different healthcare information systems can exchange and use data effectively. It is essential
    for ensuring continuity of care, improving patient outcomes, and enabling population health management.

    There are three levels of interoperability: foundational, which enables basic data exchange without
    interpretation; structural, which ensures data are exchanged in a standardized format; and semantic, which
    allows different systems to interpret and use the data in a meaningful way. You will also hear this referred to
    as meaningful use. Barriers to interoperability include variations in data standards, lack of incentives for
    collaboration, and concerns about data security and ownership.

    CPOE

    Another benefit of interoperability is the ability for real-time events to be added into a patient's electronic
    health record. For example, Computerized Provider Order Entry (CPOE) is a system that allows healthcare
    providers to directly enter medical orders, such as prescriptions, lab tests, or treatment plans, into an
    electronic health record (EHR) system.

    This system provides key features such as order accuracy, which reduces errors caused by poor handwriting
    or transcription mistakes. It can integrate with clinical decision support systems (CDSS) to provide alerts for

    HTH 2305, Health Information Documentation Management 3

    UNIT x STUDY GUIDE

    Title

    drug interactions, allergies, or duplicate tests. CPOE also promotes real-time communication, which facilitates
    instant sharing of orders with relevant departments like pharmacy or radiology. The benefits of CPOE include:

    Benefits of CPOE

    1. Error Reduction by Minimizing Medication Errors

    2. Improved Efficiency by Streamlining Workflow

    3. Reducing Delays in Order Processing

    4. Data Analytics that Enable Tracking

    5. Trends in Order Entry

    However, challenges, such as initial implementation costs, training requirements, resistance to change among
    staff, and potential for alert fatigue due to excessive warnings, must be addressed.

    Auditing

    Health information auditing is a systematic process used to review and evaluate medical records and related
    documentation. Audits promote compliance with legal, regulatory, and institutional standards, while identifying
    opportunities for process improvement. There are different types of audits, including prospective audits
    (conducted before claims are submitted), retrospective audits (performed after claims are processed to
    identify errors or patterns that need corrective action), and concurrent audits (conducted in real-time during
    patient care).

    Recovery Audit Contractor (RAC) is an auditing program initiated by the Centers for Medicare & Medicaid
    Services (CMS) to identify and recover improper payments made to healthcare providers under Medicare.
    RAC auditors review claims to ensure compliance with Medicare regulations, focusing on overpayments,
    underpayments, and billing errors. This program aims to secure the integrity of Medicare funds by detecting
    fraud, waste, and abuse in healthcare claims.

    RAC audits are external, so providers selected for RAC audits are notified and required to submit relevant
    documentation for review. The process can be complex, involving detailed analysis of medical records, coding
    accuracy, and adherence to coverage policies. Healthcare organizations must implement proactive measures,
    such as regular internal audits and staff education on coding and documentation standards, to minimize their
    risk of non-compliance and consequences associated with compliance violations. Understanding RAC
    auditing and maintaining accurate records are essential to protect revenue and promote ethical billing
    practices.

    Conclusion

    The integration of all the aspects discussed over these past two units forms the foundation for modern
    healthcare guidelines. These elements enhance patient safety, improve care delivery, and ensure compliance
    with evolving regulations. As healthcare technology continues to advance, the use of these tools and systems
    is critical in shaping the future of healthcare.

    In conclusion, health information auditing promotes accuracy and improvement. CPOE reduces errors and
    enhances efficiency in order management. Epic and Oracle Health (formerly Cerner) have greatly impacted
    the way we manage EHRs and will continue to enhance patient outcomes as technology such as AI
    advances. These software systems promote interoperability, enabling seamless data sharing and improved
    data accuracy. Let’s continue to explore and leverage these tools and concepts to drive excellence in
    healthcare.

    HTH 2305, Health Information Documentation Management 4

    UNIT x STUDY GUIDE

    Title

    References

    Chishtie, J., Sapiro, N., Wiebe, N., Rabatach, L., Lorenzetti, D., Leung, A.A., Rabi, D., Quan, H., & Eastwood,

    C. (2023, December 15). Use of epic electronic health record system for health care research:
    Scoping review. Journal of medical Internet research. https://pubmed.ncbi.nlm.nih.gov/38100185/

    French, L. L., & Turner, L. H. (2024). Administrative medical assisting (9th ed.). Cengage.

    Oracle Health’s clinical AI agent helps doctors spend more time with patients. Oracle. (n.d.).

    https://www.oracle.com/news/announcement/oracle-clinical-ai-agent-2024-10-29/

    **UnitIIIStudyGuide.pdf**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/unitiiistudyguide-pdf-10450591)

    – 1
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    I had AI type this, are u able to retype it so it doesn't fail the AI detection. I also attached the format i was following. – ## paper.docx – IMG_8903.jpg **## paper.docx** **Kayla Fincher** **December 1, 2025** **Practicum reflective paper** Dr. Gelsomino’s Podiatry Office is a well-established m…

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    I had AI type this, are u able to retype it so it doesn't fail the AI detection. I also attached the format i was following.

    – ## paper.docx

    – IMG_8903.jpg

    **## paper.docx**

    **Kayla Fincher**

    **December 1, 2025**

    **Practicum reflective paper**

    Dr. Gelsomino’s Podiatry Office is a well-established medical office that specializes in foot and ankle care. His main office is located in Oaklawn, Illinois, but he works at his up-north office on the weekends since he has a strong clientele there too. The clinic has been an important part of the local community for several years due to their providing high-quality podiatric care to all patients who walk through his doors. The office recently expanded its care team by adding two more podiatrists, one who retired last year, and chose to come back part time. Dr. Kunz is part-time as well, and on the days, he is not in the office he is doing surgery in the hospital. This decision to add to the team is aimed at accommodating the growing demand in clientele for specialized care. This has also resulted in a room expansion in the office. This expansion complements the clinic’s commitment to continue to serve the healthcare needs of the community. The office is transitioning from paper-based medical records to paperless this year to the NextGen electronic health record system, which demonstrates how this office is expanding.

    The mission of Dr. Gelsomino’s office is based around patient-centered podiatric care. He aims to improve patients' mobility, ingrown toenails, health, and overall quality of life by having comfortable feet and ankles. Dr. Gelsomino and his team aim to achieve this goal by combining professional medical treatment, preventive care, and educating patients. Dr. Gelsomino office ensures that its services contribute to the entire populations he serves, by focusing on individual patient needs and the outcome the patient is looking for.

    The clinic has a very diverse patient base, including seniors, teenagers, babies, adults, and patients with chronic conditions such as diabetes, neuropathy, or sports injuries. The office is very attentive to individuals with limited finances and those individuals who are covered by public aid programs. The Oak Lawn office has a small team of about 8 people. The staff has three podiatrists, two front desk receptionists, two billing specialist, and two medical assistants. This staff line-up allows the office operation to flow smoothly and helps manage the steady flow of daily appointments.

    Some services the office provides include routine foot exams, ingrown toenail removal, routine ankle exams, clipping of the toenails, creating foot inserts, minor surgical procedures, diabetic foot care, and treatment for injuries on the foot. They also provide consultations for new patients. The administrative team plays an important role in supporting these services. They schedule appointments, collect co-pays, check patients in and out; they manage medical record management, answer the phone, handle billing, and coding. These services the front desk manage allow the clinic to flow smoothly and keep patients happy and satisfied.

    Dr. Gelsomino’s and his team collaborates with insurance providers, primary care physicians, and local hospitals to ensure seamless patient care. Referrals are handled professionally to guarantee patients receive the necessary follow-up or specialty care when needed. The clinic has been highly effective in meeting its institutional goals, including patient satisfaction, operational efficiency, and successful implementation of electronic health record systems. Its notable services include patient education initiatives, preventive care programs, and the strategic adoption of health information technology to enhance the quality and accuracy of care.

    ### **B) Department/Unit Mission, Vision, Goals, and Effectiveness**

    The administrative and clinical support team at Dr. Gelsomino’s office plays a pivotal role in ensuring smooth daily operations. The mission of this department is to provide accurate, timely, and compassionate administrative and clinical support that directly contributes to high-quality patient care. This mission aligns with the overall organizational goal of improving patient outcomes, satisfaction, and operational efficiency.

    The department’s vision focuses on establishing a fully integrated podiatry practice that effectively leverages advanced health information technology to improve workflow, documentation accuracy, and patient experience. The transition to the NextGen electronic health record system exemplifies this vision by streamlining recordkeeping, reducing errors, and facilitating efficient communication between staff and patients.

    The department’s goals are multi-faceted:

    1.
    **Efficient Patient Flow:** Ensuring smooth patient check-in and check-out processes to minimize wait times and optimize the clinic’s daily schedule.

    2.
    **Accurate Record Management:** Transitioning to electronic medical records while maintaining compliance with healthcare regulations and internal quality standards.

    3.
    **Billing and Coding Support:** Processing claims efficiently to reduce errors and delays in insurance reimbursement.

    The department has proven effective in achieving these goals. Administrative staff consistently manage patient flow with professionalism and efficiency, while maintaining the accuracy of medical records and billing processes. The office’s ongoing adoption of the NextGen system demonstrates adaptability and a commitment to quality improvement, contributing to the clinic’s overall effectiveness and reputation for high-quality care.

    ### **C) Reflections**

    #### **General Observations**

    During my internship at Dr. Gelsomino’s Podiatry Office, I observed that the daily operations of a medical office require precision, communication, and adaptability. A typical day begins with preparing the office for patient appointments, answering phone calls, and confirming scheduled visits. Administrative staff coordinate closely with medical assistants and doctors to ensure that patients are seen promptly and that records are accurate and up-to-date.

    I noticed the significant role that technology plays in streamlining operations. The NextGen electronic health record system allows for easy access to patient information, appointment scheduling, and billing details. Transitioning from paper to electronic records presents challenges, such as learning the new system and ensuring accuracy during data entry, but it significantly improves efficiency once implemented.

    The team dynamics in the office are essential to its success. Staff members support each other through high patient volume days, demonstrating effective teamwork and communication. I observed how positive interactions among staff create a welcoming environment for patients and contribute to smoother operations. Patients often expressed appreciation for the staff’s attentiveness, illustrating how administrative efficiency and patient care are interconnected.

    #### **Analysis of Experiences**

    My responsibilities included answering phone calls, scheduling appointments, checking patients in and out, scanning medical records into the NextGen system, and supporting billing and coding processes. Each task required specific skills and attention to detail. For example, scheduling appointments required careful coordination to avoid conflicts and ensure patients were seen in a timely manner. Checking patients in and out demanded professionalism, empathy, and accuracy in verifying personal and insurance information.

    Scanning records and managing patient files exposed me to the technical side of healthcare administration. I learned how critical accurate documentation is for both patient safety and insurance compliance. Handling billing and coding introduced me to the complexities of healthcare reimbursement, insurance claims, and the importance of accuracy to avoid delays in payment or claim denials.

    Throughout these experiences, I faced challenges such as handling multiple tasks simultaneously, learning the NextGen system quickly, and assisting patients who were frustrated or confused by insurance procedures. Overcoming these challenges enhanced my problem-solving skills and taught me how to remain calm and professional under pressure.

    By connecting these tasks to my healthcare administration coursework, I gained a deeper understanding of how theory translates into practice. Concepts such as workflow management, patient satisfaction, and health information systems became tangible through real-world application.

    #### **Professional Gains**

    Professionally, this internship strengthened both my technical and interpersonal skills. I became proficient in using the NextGen system for record scanning and documentation, which is a valuable skill for any healthcare administration role. I also gained experience in handling billing and coding procedures, which are essential for efficient healthcare operations.

    Interpersonal skills such as effective communication, teamwork, and professionalism were significantly enhanced. Interacting with patients, colleagues, and insurance representatives required clear communication, empathy, and problem-solving abilities. These experiences built my confidence and reinforced the importance of a patient-centered approach in healthcare administration.

    Additionally, the internship allowed me to observe leadership and organizational strategies within a medical office. I noticed how staff delegation, workflow management, and technology integration contribute to overall efficiency and patient satisfaction. Understanding these operational components will guide me in future leadership roles within healthcare administration.

    #### **Personal Gains**

    On a personal level, I developed patience, empathy, and adaptability. Working with patients who were anxious or unfamiliar with medical procedures required me to practice patience and provide reassurance. I also gained a better understanding of the challenges patients face when navigating healthcare systems, especially those with limited financial resources or public insurance.

    My work ethic and time management skills improved as I balanced multiple tasks in a fast-paced environment. I learned to prioritize responsibilities, stay organized, and maintain attention to detail, even during high-pressure situations. These personal gains have not only enhanced my professional capabilities but also my confidence in handling future workplace challenges.

    A specific example that highlights my personal growth occurred when a patient arrived confused about their insurance coverage and became visibly frustrated. I was able to calmly explain the process, verify their information, and assist them in completing necessary forms. This experience reinforced the importance of empathy, patience, and clear communication in healthcare administration. Moments like these helped me develop confidence in addressing patient concerns professionally while maintaining a supportive and efficient workflow.

    Furthermore, observing the staff’s dedication and teamwork taught me the value of collaboration. I realized that in healthcare, success is not just about individual performance but about working together to ensure that patient care is seamless, efficient, and compassionate. I also became more aware of the administrative side of healthcare and how critical it is for the overall success of medical operations.

    #### **Reflection on Professional & Academic Objectives**

    The internship experience has been instrumental in advancing my professional and academic objectives outlined in my Professional Development Plan. One of my primary goals was to gain hands-on experience in healthcare administration to complement my academic knowledge. By actively participating in daily office operations, I was able to apply classroom concepts such as workflow management, patient scheduling, and health information technology to real-world scenarios.

    This experience has also helped me identify areas where I need further development. For example, while I gained familiarity with billing and coding procedures, more in-depth knowledge in medical coding and insurance claim management is necessary for my career goals. I plan to pursue additional training or certifications in these areas to enhance my qualifications.

    Another professional objective was to improve my communication and interpersonal skills in a healthcare setting. Working directly with patients, staff, and insurance representatives allowed me to practice professional communication, active listening, and problem-solving in real situations. This has strengthened my confidence and ability to interact effectively in a professional environment.

    The internship also reinforced the importance of adaptability in a healthcare setting. Transitioning to electronic health records posed initial challenges, but observing how staff adapted to new technology taught me the significance of flexibility and continuous learning. I now recognize that staying current with healthcare technology is essential for efficiency and effectiveness in administration roles.

    #### **Steps to Meet Future Professional & Academic Objectives**

    Based on my experiences, I have identified specific steps to continue growing professionally and academically:

    1.
    **Advanced Training in Billing and Coding:** To strengthen my technical skills, I will seek formal training or certification in medical coding and billing. This will enhance my ability to manage insurance claims accurately and support operational efficiency in healthcare organizations.

    2.
    **Healthcare Information Systems Proficiency:** Continuing to build expertise in electronic health record systems, like NextGen, will prepare me for leadership roles in healthcare administration. Familiarity with multiple EHR platforms will make me more versatile in future positions.

    3.
    **Clinical Observation Opportunities:** Gaining exposure to clinical procedures and patient care processes beyond administrative tasks will provide a more comprehensive understanding of healthcare operations. Observing how administrative and clinical teams coordinate will improve my ability to manage healthcare facilities effectively.

    4.
    **Professional Networking and Mentorship:** Building relationships with healthcare professionals, both administrative and clinical, will help me learn best practices, gain mentorship, and identify potential career opportunities. Attending workshops or conferences related to healthcare administration will further expand my professional network.

    5.
    **Continued Personal Development:** I plan to continue cultivating soft skills such as communication, empathy, and time management. These skills are critical for success in healthcare administration and for creating positive patient experiences.

    6.
    **Integration of Academic Knowledge:** I will actively seek opportunities to apply classroom learning to practical settings. This includes using knowledge of healthcare management, quality improvement, and organizational strategy to evaluate processes and propose improvements in future roles.

    #### **Overall Reflection**

    Overall, my internship at Dr. Gelsomino’s Podiatry Office has been a transformative experience. It provided me with an in-depth understanding of how a medical office operates, combining administrative efficiency with patient-centered care. I gained technical skills in health information systems and billing, developed professional communication and problem-solving abilities, and experienced personal growth in patience, empathy, and adaptability.

    The experience has affirmed my career goals in healthcare administration, highlighting both the challenges and rewards of the field. By bridging academic theory with practical application, I now feel better equipped to enter the workforce with confidence. The lessons learned during this internship will continue to inform my professional development, guiding me as I pursue advanced roles in healthcare management and administration.

    I am grateful for the opportunity to work alongside dedicated professionals who model excellence in both patient care and administrative operations. This internship has not only enhanced my professional capabilities but has also inspired a commitment to continuous learning and improvement in the healthcare field.

    ### **D) References**

    N/A – No external sources were used in preparing this report.

    **IMG_8903.jpg**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/img-8903-jpg)

    **IMG_8903.jpg**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/img-8903-jpg)

    **## paper.docx**

    **Kayla Fincher**

    **December 1, 2025**

    **Practicum reflective paper**

    Dr. Gelsomino’s Podiatry Office is a well-established medical office that specializes in foot and ankle care. His main office is located in Oaklawn, Illinois, but he works at his up-north office on the weekends since he has a strong clientele there too. The clinic has been an important part of the local community for several years due to their providing high-quality podiatric care to all patients who walk through his doors. The office recently expanded its care team by adding two more podiatrists, one who retired last year, and chose to come back part time. Dr. Kunz is part-time as well, and on the days, he is not in the office he is doing surgery in the hospital. This decision to add to the team is aimed at accommodating the growing demand in clientele for specialized care. This has also resulted in a room expansion in the office. This expansion complements the clinic’s commitment to continue to serve the healthcare needs of the community. The office is transitioning from paper-based medical records to paperless this year to the NextGen electronic health record system, which demonstrates how this office is expanding.

    The mission of Dr. Gelsomino’s office is based around patient-centered podiatric care. He aims to improve patients' mobility, ingrown toenails, health, and overall quality of life by having comfortable feet and ankles. Dr. Gelsomino and his team aim to achieve this goal by combining professional medical treatment, preventive care, and educating patients. Dr. Gelsomino office ensures that its services contribute to the entire populations he serves, by focusing on individual patient needs and the outcome the patient is looking for.

    The clinic has a very diverse patient base, including seniors, teenagers, babies, adults, and patients with chronic conditions such as diabetes, neuropathy, or sports injuries. The office is very attentive to individuals with limited finances and those individuals who are covered by public aid programs. The Oak Lawn office has a small team of about 8 people. The staff has three podiatrists, two front desk receptionists, two billing specialist, and two medical assistants. This staff line-up allows the office operation to flow smoothly and helps manage the steady flow of daily appointments.

    Some services the office provides include routine foot exams, ingrown toenail removal, routine ankle exams, clipping of the toenails, creating foot inserts, minor surgical procedures, diabetic foot care, and treatment for injuries on the foot. They also provide consultations for new patients. The administrative team plays an important role in supporting these services. They schedule appointments, collect co-pays, check patients in and out; they manage medical record management, answer the phone, handle billing, and coding. These services the front desk manage allow the clinic to flow smoothly and keep patients happy and satisfied.

    Dr. Gelsomino’s and his team collaborates with insurance providers, primary care physicians, and local hospitals to ensure seamless patient care. Referrals are handled professionally to guarantee patients receive the necessary follow-up or specialty care when needed. The clinic has been highly effective in meeting its institutional goals, including patient satisfaction, operational efficiency, and successful implementation of electronic health record systems. Its notable services include patient education initiatives, preventive care programs, and the strategic adoption of health information technology to enhance the quality and accuracy of care.

    ### **B) Department/Unit Mission, Vision, Goals, and Effectiveness**

    The administrative and clinical support team at Dr. Gelsomino’s office plays a pivotal role in ensuring smooth daily operations. The mission of this department is to provide accurate, timely, and compassionate administrative and clinical support that directly contributes to high-quality patient care. This mission aligns with the overall organizational goal of improving patient outcomes, satisfaction, and operational efficiency.

    The department’s vision focuses on establishing a fully integrated podiatry practice that effectively leverages advanced health information technology to improve workflow, documentation accuracy, and patient experience. The transition to the NextGen electronic health record system exemplifies this vision by streamlining recordkeeping, reducing errors, and facilitating efficient communication between staff and patients.

    The department’s goals are multi-faceted:

    1.
    **Efficient Patient Flow:** Ensuring smooth patient check-in and check-out processes to minimize wait times and optimize the clinic’s daily schedule.

    2.
    **Accurate Record Management:** Transitioning to electronic medical records while maintaining compliance with healthcare regulations and internal quality standards.

    3.
    **Billing and Coding Support:** Processing claims efficiently to reduce errors and delays in insurance reimbursement.

    The department has proven effective in achieving these goals. Administrative staff consistently manage patient flow with professionalism and efficiency, while maintaining the accuracy of medical records and billing processes. The office’s ongoing adoption of the NextGen system demonstrates adaptability and a commitment to quality improvement, contributing to the clinic’s overall effectiveness and reputation for high-quality care.

    ### **C) Reflections**

    #### **General Observations**

    During my internship at Dr. Gelsomino’s Podiatry Office, I observed that the daily operations of a medical office require precision, communication, and adaptability. A typical day begins with preparing the office for patient appointments, answering phone calls, and confirming scheduled visits. Administrative staff coordinate closely with medical assistants and doctors to ensure that patients are seen promptly and that records are accurate and up-to-date.

    I noticed the significant role that technology plays in streamlining operations. The NextGen electronic health record system allows for easy access to patient information, appointment scheduling, and billing details. Transitioning from paper to electronic records presents challenges, such as learning the new system and ensuring accuracy during data entry, but it significantly improves efficiency once implemented.

    The team dynamics in the office are essential to its success. Staff members support each other through high patient volume days, demonstrating effective teamwork and communication. I observed how positive interactions among staff create a welcoming environment for patients and contribute to smoother operations. Patients often expressed appreciation for the staff’s attentiveness, illustrating how administrative efficiency and patient care are interconnected.

    #### **Analysis of Experiences**

    My responsibilities included answering phone calls, scheduling appointments, checking patients in and out, scanning medical records into the NextGen system, and supporting billing and coding processes. Each task required specific skills and attention to detail. For example, scheduling appointments required careful coordination to avoid conflicts and ensure patients were seen in a timely manner. Checking patients in and out demanded professionalism, empathy, and accuracy in verifying personal and insurance information.

    Scanning records and managing patient files exposed me to the technical side of healthcare administration. I learned how critical accurate documentation is for both patient safety and insurance compliance. Handling billing and coding introduced me to the complexities of healthcare reimbursement, insurance claims, and the importance of accuracy to avoid delays in payment or claim denials.

    Throughout these experiences, I faced challenges such as handling multiple tasks simultaneously, learning the NextGen system quickly, and assisting patients who were frustrated or confused by insurance procedures. Overcoming these challenges enhanced my problem-solving skills and taught me how to remain calm and professional under pressure.

    By connecting these tasks to my healthcare administration coursework, I gained a deeper understanding of how theory translates into practice. Concepts such as workflow management, patient satisfaction, and health information systems became tangible through real-world application.

    #### **Professional Gains**

    Professionally, this internship strengthened both my technical and interpersonal skills. I became proficient in using the NextGen system for record scanning and documentation, which is a valuable skill for any healthcare administration role. I also gained experience in handling billing and coding procedures, which are essential for efficient healthcare operations.

    Interpersonal skills such as effective communication, teamwork, and professionalism were significantly enhanced. Interacting with patients, colleagues, and insurance representatives required clear communication, empathy, and problem-solving abilities. These experiences built my confidence and reinforced the importance of a patient-centered approach in healthcare administration.

    Additionally, the internship allowed me to observe leadership and organizational strategies within a medical office. I noticed how staff delegation, workflow management, and technology integration contribute to overall efficiency and patient satisfaction. Understanding these operational components will guide me in future leadership roles within healthcare administration.

    #### **Personal Gains**

    On a personal level, I developed patience, empathy, and adaptability. Working with patients who were anxious or unfamiliar with medical procedures required me to practice patience and provide reassurance. I also gained a better understanding of the challenges patients face when navigating healthcare systems, especially those with limited financial resources or public insurance.

    My work ethic and time management skills improved as I balanced multiple tasks in a fast-paced environment. I learned to prioritize responsibilities, stay organized, and maintain attention to detail, even during high-pressure situations. These personal gains have not only enhanced my professional capabilities but also my confidence in handling future workplace challenges.

    A specific example that highlights my personal growth occurred when a patient arrived confused about their insurance coverage and became visibly frustrated. I was able to calmly explain the process, verify their information, and assist them in completing necessary forms. This experience reinforced the importance of empathy, patience, and clear communication in healthcare administration. Moments like these helped me develop confidence in addressing patient concerns professionally while maintaining a supportive and efficient workflow.

    Furthermore, observing the staff’s dedication and teamwork taught me the value of collaboration. I realized that in healthcare, success is not just about individual performance but about working together to ensure that patient care is seamless, efficient, and compassionate. I also became more aware of the administrative side of healthcare and how critical it is for the overall success of medical operations.

    #### **Reflection on Professional & Academic Objectives**

    The internship experience has been instrumental in advancing my professional and academic objectives outlined in my Professional Development Plan. One of my primary goals was to gain hands-on experience in healthcare administration to complement my academic knowledge. By actively participating in daily office operations, I was able to apply classroom concepts such as workflow management, patient scheduling, and health information technology to real-world scenarios.

    This experience has also helped me identify areas where I need further development. For example, while I gained familiarity with billing and coding procedures, more in-depth knowledge in medical coding and insurance claim management is necessary for my career goals. I plan to pursue additional training or certifications in these areas to enhance my qualifications.

    Another professional objective was to improve my communication and interpersonal skills in a healthcare setting. Working directly with patients, staff, and insurance representatives allowed me to practice professional communication, active listening, and problem-solving in real situations. This has strengthened my confidence and ability to interact effectively in a professional environment.

    The internship also reinforced the importance of adaptability in a healthcare setting. Transitioning to electronic health records posed initial challenges, but observing how staff adapted to new technology taught me the significance of flexibility and continuous learning. I now recognize that staying current with healthcare technology is essential for efficiency and effectiveness in administration roles.

    #### **Steps to Meet Future Professional & Academic Objectives**

    Based on my experiences, I have identified specific steps to continue growing professionally and academically:

    1.
    **Advanced Training in Billing and Coding:** To strengthen my technical skills, I will seek formal training or certification in medical coding and billing. This will enhance my ability to manage insurance claims accurately and support operational efficiency in healthcare organizations.

    2.
    **Healthcare Information Systems Proficiency:** Continuing to build expertise in electronic health record systems, like NextGen, will prepare me for leadership roles in healthcare administration. Familiarity with multiple EHR platforms will make me more versatile in future positions.

    3.
    **Clinical Observation Opportunities:** Gaining exposure to clinical procedures and patient care processes beyond administrative tasks will provide a more comprehensive understanding of healthcare operations. Observing how administrative and clinical teams coordinate will improve my ability to manage healthcare facilities effectively.

    4.
    **Professional Networking and Mentorship:** Building relationships with healthcare professionals, both administrative and clinical, will help me learn best practices, gain mentorship, and identify potential career opportunities. Attending workshops or conferences related to healthcare administration will further expand my professional network.

    5.
    **Continued Personal Development:** I plan to continue cultivating soft skills such as communication, empathy, and time management. These skills are critical for success in healthcare administration and for creating positive patient experiences.

    6.
    **Integration of Academic Knowledge:** I will actively seek opportunities to apply classroom learning to practical settings. This includes using knowledge of healthcare management, quality improvement, and organizational strategy to evaluate processes and propose improvements in future roles.

    #### **Overall Reflection**

    Overall, my internship at Dr. Gelsomino’s Podiatry Office has been a transformative experience. It provided me with an in-depth understanding of how a medical office operates, combining administrative efficiency with patient-centered care. I gained technical skills in health information systems and billing, developed professional communication and problem-solving abilities, and experienced personal growth in patience, empathy, and adaptability.

    The experience has affirmed my career goals in healthcare administration, highlighting both the challenges and rewards of the field. By bridging academic theory with practical application, I now feel better equipped to enter the workforce with confidence. The lessons learned during this internship will continue to inform my professional development, guiding me as I pursue advanced roles in healthcare management and administration.

    I am grateful for the opportunity to work alongside dedicated professionals who model excellence in both patient care and administrative operations. This internship has not only enhanced my professional capabilities but has also inspired a commitment to continuous learning and improvement in the healthcare field.

    ### **D) References**

    N/A – No external sources were used in preparing this report.

    **IMG_8903.jpg**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/img-8903-jpg)

    **## paper.docx**

    **Kayla Fincher**

    **December 1, 2025**

    **Practicum reflective paper**

    Dr. Gelsomino’s Podiatry Office is a well-established medical office that specializes in foot and ankle care. His main office is located in Oaklawn, Illinois, but he works at his up-north office on the weekends since he has a strong clientele there too. The clinic has been an important part of the local community for several years due to their providing high-quality podiatric care to all patients who walk through his doors. The office recently expanded its care team by adding two more podiatrists, one who retired last year, and chose to come back part time. Dr. Kunz is part-time as well, and on the days, he is not in the office he is doing surgery in the hospital. This decision to add to the team is aimed at accommodating the growing demand in clientele for specialized care. This has also resulted in a room expansion in the office. This expansion complements the clinic’s commitment to continue to serve the healthcare needs of the community. The office is transitioning from paper-based medical records to paperless this year to the NextGen electronic health record system, which demonstrates how this office is expanding.

    The mission of Dr. Gelsomino’s office is based around patient-centered podiatric care. He aims to improve patients' mobility, ingrown toenails, health, and overall quality of life by having comfortable feet and ankles. Dr. Gelsomino and his team aim to achieve this goal by combining professional medical treatment, preventive care, and educating patients. Dr. Gelsomino office ensures that its services contribute to the entire populations he serves, by focusing on individual patient needs and the outcome the patient is looking for.

    The clinic has a very diverse patient base, including seniors, teenagers, babies, adults, and patients with chronic conditions such as diabetes, neuropathy, or sports injuries. The office is very attentive to individuals with limited finances and those individuals who are covered by public aid programs. The Oak Lawn office has a small team of about 8 people. The staff has three podiatrists, two front desk receptionists, two billing specialist, and two medical assistants. This staff line-up allows the office operation to flow smoothly and helps manage the steady flow of daily appointments.

    Some services the office provides include routine foot exams, ingrown toenail removal, routine ankle exams, clipping of the toenails, creating foot inserts, minor surgical procedures, diabetic foot care, and treatment for injuries on the foot. They also provide consultations for new patients. The administrative team plays an important role in supporting these services. They schedule appointments, collect co-pays, check patients in and out; they manage medical record management, answer the phone, handle billing, and coding. These services the front desk manage allow the clinic to flow smoothly and keep patients happy and satisfied.

    Dr. Gelsomino’s and his team collaborates with insurance providers, primary care physicians, and local hospitals to ensure seamless patient care. Referrals are handled professionally to guarantee patients receive the necessary follow-up or specialty care when needed. The clinic has been highly effective in meeting its institutional goals, including patient satisfaction, operational efficiency, and successful implementation of electronic health record systems. Its notable services include patient education initiatives, preventive care programs, and the strategic adoption of health information technology to enhance the quality and accuracy of care.

    ### **B) Department/Unit Mission, Vision, Goals, and Effectiveness**

    The administrative and clinical support team at Dr. Gelsomino’s office plays a pivotal role in ensuring smooth daily operations. The mission of this department is to provide accurate, timely, and compassionate administrative and clinical support that directly contributes to high-quality patient care. This mission aligns with the overall organizational goal of improving patient outcomes, satisfaction, and operational efficiency.

    The department’s vision focuses on establishing a fully integrated podiatry practice that effectively leverages advanced health information technology to improve workflow, documentation accuracy, and patient experience. The transition to the NextGen electronic health record system exemplifies this vision by streamlining recordkeeping, reducing errors, and facilitating efficient communication between staff and patients.

    The department’s goals are multi-faceted:

    1.
    **Efficient Patient Flow:** Ensuring smooth patient check-in and check-out processes to minimize wait times and optimize the clinic’s daily schedule.

    2.
    **Accurate Record Management:** Transitioning to electronic medical records while maintaining compliance with healthcare regulations and internal quality standards.

    3.
    **Billing and Coding Support:** Processing claims efficiently to reduce errors and delays in insurance reimbursement.

    The department has proven effective in achieving these goals. Administrative staff consistently manage patient flow with professionalism and efficiency, while maintaining the accuracy of medical records and billing processes. The office’s ongoing adoption of the NextGen system demonstrates adaptability and a commitment to quality improvement, contributing to the clinic’s overall effectiveness and reputation for high-quality care.

    ### **C) Reflections**

    #### **General Observations**

    During my internship at Dr. Gelsomino’s Podiatry Office, I observed that the daily operations of a medical office require precision, communication, and adaptability. A typical day begins with preparing the office for patient appointments, answering phone calls, and confirming scheduled visits. Administrative staff coordinate closely with medical assistants and doctors to ensure that patients are seen promptly and that records are accurate and up-to-date.

    I noticed the significant role that technology plays in streamlining operations. The NextGen electronic health record system allows for easy access to patient information, appointment scheduling, and billing details. Transitioning from paper to electronic records presents challenges, such as learning the new system and ensuring accuracy during data entry, but it significantly improves efficiency once implemented.

    The team dynamics in the office are essential to its success. Staff members support each other through high patient volume days, demonstrating effective teamwork and communication. I observed how positive interactions among staff create a welcoming environment for patients and contribute to smoother operations. Patients often expressed appreciation for the staff’s attentiveness, illustrating how administrative efficiency and patient care are interconnected.

    #### **Analysis of Experiences**

    My responsibilities included answering phone calls, scheduling appointments, checking patients in and out, scanning medical records into the NextGen system, and supporting billing and coding processes. Each task required specific skills and attention to detail. For example, scheduling appointments required careful coordination to avoid conflicts and ensure patients were seen in a timely manner. Checking patients in and out demanded professionalism, empathy, and accuracy in verifying personal and insurance information.

    Scanning records and managing patient files exposed me to the technical side of healthcare administration. I learned how critical accurate documentation is for both patient safety and insurance compliance. Handling billing and coding introduced me to the complexities of healthcare reimbursement, insurance claims, and the importance of accuracy to avoid delays in payment or claim denials.

    Throughout these experiences, I faced challenges such as handling multiple tasks simultaneously, learning the NextGen system quickly, and assisting patients who were frustrated or confused by insurance procedures. Overcoming these challenges enhanced my problem-solving skills and taught me how to remain calm and professional under pressure.

    By connecting these tasks to my healthcare administration coursework, I gained a deeper understanding of how theory translates into practice. Concepts such as workflow management, patient satisfaction, and health information systems became tangible through real-world application.

    #### **Professional Gains**

    Professionally, this internship strengthened both my technical and interpersonal skills. I became proficient in using the NextGen system for record scanning and documentation, which is a valuable skill for any healthcare administration role. I also gained experience in handling billing and coding procedures, which are essential for efficient healthcare operations.

    Interpersonal skills such as effective communication, teamwork, and professionalism were significantly enhanced. Interacting with patients, colleagues, and insurance representatives required clear communication, empathy, and problem-solving abilities. These experiences built my confidence and reinforced the importance of a patient-centered approach in healthcare administration.

    Additionally, the internship allowed me to observe leadership and organizational strategies within a medical office. I noticed how staff delegation, workflow management, and technology integration contribute to overall efficiency and patient satisfaction. Understanding these operational components will guide me in future leadership roles within healthcare administration.

    #### **Personal Gains**

    On a personal level, I developed patience, empathy, and adaptability. Working with patients who were anxious or unfamiliar with medical procedures required me to practice patience and provide reassurance. I also gained a better understanding of the challenges patients face when navigating healthcare systems, especially those with limited financial resources or public insurance.

    My work ethic and time management skills improved as I balanced multiple tasks in a fast-paced environment. I learned to prioritize responsibilities, stay organized, and maintain attention to detail, even during high-pressure situations. These personal gains have not only enhanced my professional capabilities but also my confidence in handling future workplace challenges.

    A specific example that highlights my personal growth occurred when a patient arrived confused about their insurance coverage and became visibly frustrated. I was able to calmly explain the process, verify their information, and assist them in completing necessary forms. This experience reinforced the importance of empathy, patience, and clear communication in healthcare administration. Moments like these helped me develop confidence in addressing patient concerns professionally while maintaining a supportive and efficient workflow.

    Furthermore, observing the staff’s dedication and teamwork taught me the value of collaboration. I realized that in healthcare, success is not just about individual performance but about working together to ensure that patient care is seamless, efficient, and compassionate. I also became more aware of the administrative side of healthcare and how critical it is for the overall success of medical operations.

    #### **Reflection on Professional & Academic Objectives**

    The internship experience has been instrumental in advancing my professional and academic objectives outlined in my Professional Development Plan. One of my primary goals was to gain hands-on experience in healthcare administration to complement my academic knowledge. By actively participating in daily office operations, I was able to apply classroom concepts such as workflow management, patient scheduling, and health information technology to real-world scenarios.

    This experience has also helped me identify areas where I need further development. For example, while I gained familiarity with billing and coding procedures, more in-depth knowledge in medical coding and insurance claim management is necessary for my career goals. I plan to pursue additional training or certifications in these areas to enhance my qualifications.

    Another professional objective was to improve my communication and interpersonal skills in a healthcare setting. Working directly with patients, staff, and insurance representatives allowed me to practice professional communication, active listening, and problem-solving in real situations. This has strengthened my confidence and ability to interact effectively in a professional environment.

    The internship also reinforced the importance of adaptability in a healthcare setting. Transitioning to electronic health records posed initial challenges, but observing how staff adapted to new technology taught me the significance of flexibility and continuous learning. I now recognize that staying current with healthcare technology is essential for efficiency and effectiveness in administration roles.

    #### **Steps to Meet Future Professional & Academic Objectives**

    Based on my experiences, I have identified specific steps to continue growing professionally and academically:

    1.
    **Advanced Training in Billing and Coding:** To strengthen my technical skills, I will seek formal training or certification in medical coding and billing. This will enhance my ability to manage insurance claims accurately and support operational efficiency in healthcare organizations.

    2.
    **Healthcare Information Systems Proficiency:** Continuing to build expertise in electronic health record systems, like NextGen, will prepare me for leadership roles in healthcare administration. Familiarity with multiple EHR platforms will make me more versatile in future positions.

    3.
    **Clinical Observation Opportunities:** Gaining exposure to clinical procedures and patient care processes beyond administrative tasks will provide a more comprehensive understanding of healthcare operations. Observing how administrative and clinical teams coordinate will improve my ability to manage healthcare facilities effectively.

    4.
    **Professional Networking and Mentorship:** Building relationships with healthcare professionals, both administrative and clinical, will help me learn best practices, gain mentorship, and identify potential career opportunities. Attending workshops or conferences related to healthcare administration will further expand my professional network.

    5.
    **Continued Personal Development:** I plan to continue cultivating soft skills such as communication, empathy, and time management. These skills are critical for success in healthcare administration and for creating positive patient experiences.

    6.
    **Integration of Academic Knowledge:** I will actively seek opportunities to apply classroom learning to practical settings. This includes using knowledge of healthcare management, quality improvement, and organizational strategy to evaluate processes and propose improvements in future roles.

    #### **Overall Reflection**

    Overall, my internship at Dr. Gelsomino’s Podiatry Office has been a transformative experience. It provided me with an in-depth understanding of how a medical office operates, combining administrative efficiency with patient-centered care. I gained technical skills in health information systems and billing, developed professional communication and problem-solving abilities, and experienced personal growth in patience, empathy, and adaptability.

    The experience has affirmed my career goals in healthcare administration, highlighting both the challenges and rewards of the field. By bridging academic theory with practical application, I now feel better equipped to enter the workforce with confidence. The lessons learned during this internship will continue to inform my professional development, guiding me as I pursue advanced roles in healthcare management and administration.

    I am grateful for the opportunity to work alongside dedicated professionals who model excellence in both patient care and administrative operations. This internship has not only enhanced my professional capabilities but has also inspired a commitment to continuous learning and improvement in the healthcare field.

    ### **D) References**

    N/A – No external sources were used in preparing this report.

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