Who
All medical and clinical staff, including virtual MAs, in every role. There are no exceptions for experience or hours.
What you complete
- HIPAA & Patient Privacy, first. Do this in your first week. You also sign the privacy statement at the end.
- MA Medication Primer
- Refills & Pharmacy Calls
- Prior Authorizations & CoverMyMeds
- Patient Phone Calls & Messages
- Chart Prep, Reports & Intake
New staff also work through the two-week orientation course (one short lesson per weekday) during their first two weeks.
By when
- HIPAA: within 7 days of your start date.
- All six modules: within 30 days of your start date.
- Orientation course: within your first two weeks.
- Skills sign-off: within 30 days, the in-person staff or clinic manager watches you do real tasks and signs off each skill.
Your manager may adjust dates for you. Ask early if you are stuck.
How you pass
- You need 80% on each quiz.
- You can retake a quiz as many times as you like. Read the explanations for the questions you missed.
- Use your real name and your clinic work email, so your results are recorded under you.
- When you pass, print or save your certificate and keep it.
Staying current
- Monthly refresher: five questions every month, about 5 minutes.
- HIPAA is repeated every year. The sheet shows your due date.
- When a policy changes, you will be asked to review the changed lesson and retake the quiz.
When something is urgent
Message the in-person staff in CLIQ. Paste the patient's Elation chart URL, give as much detail as you can, and make sure someone acknowledges it. Never guess and never change a dose yourself.
Who checks
Dr. Varughese or the clinic manager reviews everyone's results. They can see who has finished, who is overdue, and which questions are missed most often, so we can improve the lessons.