What tasks are performed by the word processing function included in a medical practice management program?

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Although word processing has become an accepted business function for many office professionals, physicians have been slow to recognize the many uses that it has to offer. The physician's office can achieve greater productivity and efficiency by the integration of word processing into both the clerical and clinical sectors of medical practice. The task begins with an organization of professional communications and is developed based on the needs of an individual practice.

  • A process for developing community consensus regarding the diagnosis and management of attention-deficit/hyperactivity disorder.

    Foy JM, Earls MF. Foy JM, et al. Pediatrics. 2005 Jan;115(1):e97-104. doi: 10.1542/peds.2004-0953. Pediatrics. 2005. PMID: 15629972

  • Strengthening doctor's office/hospital ties.

    [No authors listed] [No authors listed] Hosp Med Staff. 1980 Mar;9(3):14-7. Hosp Med Staff. 1980. PMID: 10245486

  • Word processing: a building block to greater office productivity.

    Edsel WM, Taylor RB. Edsel WM, et al. Med Group Manage. 1979 Sep-Oct;26(5):16-8, 32. Med Group Manage. 1979. PMID: 10243964

  • A review of content-based image retrieval systems in medical applications-clinical benefits and future directions.

    Müller H, Michoux N, Bandon D, Geissbuhler A. Müller H, et al. Int J Med Inform. 2004 Feb;73(1):1-23. doi: 10.1016/j.ijmedinf.2003.11.024. Int J Med Inform. 2004. PMID: 15036075 Review.

  • "Palm reading": 2. Handheld software for physicians.

    Adatia F, Bedard PL. Adatia F, et al. CMAJ. 2003 Mar 18;168(6):727-34. CMAJ. 2003. PMID: 12642430 Free PMC article. Review. No abstract available.

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Chapter Outline




Learning Objectives


Computer Concepts



1. Explain the difference between data and a program.


2. Explain the purpose of each of the following parts of the data processing cycle: input, processing, and output.


3. List examples of input and output devices.


4. Explain the difference between software and hardware.


5. Explain the function of an operating system.


6. State the function of application software.


7. List and state the function of the following components of the main computer unit: mainboard, CPU, main computer memory, hard drive, optical disc drive, and power supply.


8. Describe the care and maintenance of the main computer unit.


9. Describe the function, care, maintenance, and ergonomics of the computer monitor.


10. List and describe the function of the special keys on a computer keyboard.


11. Describe the care, maintenance, and ergonomics of a computer keyboard.


12. Identify the guidelines to follow in the care and maintenance of a printer.


13. List and describe the storage devices used with microcomputer systems.


14. Describe the method of organization that a hard disk uses to store and retrieve information.


Medical Office Computerization



15. Explain why it is important to have a foundation in computer concepts before engaging in hands-on computer operations.


16. List and explain the advantages and disadvantages of medical office computerization.


17. List and describe measures that can be taken to promote the efficient running of a computerized medical office.


18. Explain the purpose of a medical practice management software program.


19. Explain the function performed by each of the following parts of the medical office computer system: patient registration, appointments, posting transactions, patient billing, insurance billing, reports, file maintenance, and electronic medical record.


Electronic Medical Record



20. List the general functions of electronic medical record (EMR) software.


21. Explain the advantages and disadvantages of EMRs.


22. Describe the processes required to produce or convert each administrative and clinical document in a medical record into a digital format.


23. Discuss concepts of networking and electronic transfer of information.


24. List the procedures performed by the physician and medical assistant using an EMR.


Computer Maintenance and Security



25. Describe the methods used to maintain security of the medical office computer system.


26. List and describe methods used to back up computer data in the medical office.


27. State the various types of system maintenance that should be performed on a computer system.


28. List the various types of service agreements available for a computer system.





The computer is the most frequently used piece of equipment in today’s medical office. It may be used to schedule appointments, process patient statements and insurance claims, order supplies, maintain computerized medical records, prescribe medications, receive e-mail, and/or create reports, to mention only a few common functions. The medical assistant must be very familiar with the computer system used in his or her office and the programs (e.g., medical practice management program, electronic medical record [EMR] program) being run on that computer system.


This chapter presents an overview of the parts of the medical office computer system, as well as important information about maintenance and data storage.




A computer is a device consisting of electronic components that has the ability to process data according to a program in order to produce a desired result. The primary advantage of using a computer to perform administrative procedures in the medical office is that these tasks are performed with greater speed and accuracy than with other types of devices (e.g., typewriter, pegboard system, calculator). In addition, computers are versatile: Rather than performing only one function (e.g., typing, posting a payment, math calculations), a computer can perform many different types of tasks.


Computers are useful tools because they can perform the same tasks repeatedly while maintaining the same level of efficiency. It should always be remembered, however, that the computer does not have a mind of its own. You are always in charge, and the computer will never do anything without your direction.


Most medical offices use microcomputers (also known as personal computers or desktop computers) linked together to form a network, a collection of computers that can share data and resources (Box 38-1). The number of computers in a network varies based on the size of the medical practice and the type and number of tasks performed on the computer. For example, a two-physician medical office using a practice management program typically has four to eight networked computers. A small network is called a local area network (LAN). In a larger system, the computers in a medical office may be linked to a hospital and possibly other offices. A wide area network (WAN), such as the Internet, is a collection of connected LANs. Networks for large systems usually contain one or more servers, large computers that store data and manage tasks for the computers on the network.



BOX 38-1   Types of Microcomputers



Desktop Computer


A desktop computer, named because it can fit on and under a desk, usually consists of a plastic case containing the CPU (central processing unit), storage devices (e.g., hard disk, DVD/CD-ROM discs), other personal computer (PC) components (e.g., video card, sound card), a monitor, a keyboard, and a mouse.





This section on computer concepts has been designed to provide you with the theoretical foundation necessary to effectively use computers in the medical office. Because the microcomputer is typically used in the medical office, this section focuses on the theory and techniques of microcomputer systems.




As previously described, computers function by processing data. Data processing is the term applied to changing raw facts or data into an organized, recognizable form. To fully comprehend data processing, it is important to have a thorough understanding of the terms data and program. Data is a general term used to describe the raw, unorganized facts presented to the computer for processing. Patients’ names, addresses, and telephone numbers are examples of data frequently entered into the computer in the medical office.


A program is defined as a set of instructions organized in a logical step-by-step sequence that tells the computer how to perform a specific function. As in cooking, when a recipe is required to tell you how to mix ingredients, a computer requires a program to tell it how to process data.


Computers process data in a logical three-part sequence known as the data processing cycle (Figure 38-1). The data processing cycle includes the following phases: input, processing, and output. Each phase of the data processing cycle involves a specific activity, which is described as follows.



The terms input and output have slightly different meanings depending on how they are used. When referring to the data processing cycle, they are used from the “computer’s point of view” as verbs to describe the transfer of information. Input and output are also used as nouns to describe the data that have been entered into the computer (input) and the information that has been generated by the computer (output). As these terms appear throughout this chapter, you will become familiar with their different meanings.







All of the components making up the computer are collectively known as the computer system (Figure 38-2). Computer systems include two major divisions: software and hardware.





Software is a general term for the programs or instructions that tell a computer what to do. Software tells the computer how to perform specific tasks in a series of step-by-step instructions organized in a logical sequence. Two categories of software exist: system software and application software. System software assists the computer in carrying out its tasks, whereas application software assists the user in carrying out his or her computer tasks. Each software category is described in more detail next.




System software is made up of a group of special programs that control or maintain the operations of a computer. The most important type of system software is the operating system. The operating system is installed on the hard disk of the computer and is automatically loaded into the computer’s main memory (RAM) when the computer is turned on. An example of an operating system frequently used in the medical office is Windows (Microsoft Corporation). The operating system performs “housekeeping” chores required by the computer system to operate itself. The most important function performed by an operating system is to serve as an intermediary to tell the hardware how to run an application program. Hence, application programs are useless without an operating system.



Highlight on Operating Systems


Almost all of today’s medical office computers run on a Windows operating system. The Windows operating system was designed in the 1980s to mimic the Apple Macintosh operating system (Mac OS) designed for Macintosh computers. An operating system allows interactions between the computer and the user, between the computer and peripheral equipment, and between computer and computer. The interaction may occur using a direct connection, a wireless network, a telephone line, and the Internet. Each time a new operating system is developed, it allows for more complex computer system interactions.


Windows and the Mac OS are based on the concept of the graphical user interface (GUI, pronounced “gooey”). The theory behind this type of operating system is that it operates the way people think—it is intuitive. When the computer is turned on, a desktop appears. The desktop is the computer analogy of all the items needed to open and view programs and files, to perform operations, and to create and store files.


An individual item, such as a patient record, a daily appointment list, or a medical record, is called a file. A file is a set of computer data that has been saved to disk. Files are collected in folders, indicated by an icon of a file folder. Folders can be displayed individually either within a window or on the desktop. When a folder is opened, it appears as a window, and all the files that reside in the folder are in the window. Files can be moved from one folder to another, just as they might be at a desk with papers, folders, and files.


Arranged on the desktop screen are icons. Icons are small graphics that provide a link to files, folders, or applications. With a Windows operating system, these icons include a small computer (My Computer), a recycle bin, and icons for application programs. At the bottom left of the screen is a start button. One click on the start button causes a list of options to rise from it. Many of the options have small arrows pointing to the right; highlighting one of these items causes submenus to appear. By clicking again, an application can be opened. 

What tasks are performed by the word processing function included in a medical practice management program?




Software designed to allow a user to accomplish a specific task is known as application software, also known as an application program or software program. Application software constitutes the greatest proportion of the software available for use with a computer.


The medical practice management program contains features of four types of application programs: word processing, spreadsheets, telecommunications, and database management. In more detail, these application programs are as follows:



Word processing. Word processing software allows the user to enter, edit, format, and file (store) text. Microsoft Word is an example of a commercially available word processing application program. A medical practice management program can produce letters, statements, receipts, and insurance forms using data from its database.


Spreadsheet. A spreadsheet is an electronic ledger designed to perform mathematic calculations quickly. Spreadsheet programs are used to produce financial reports and to analyze and process statistics. An example of a commercially available spreadsheet application program is Microsoft Excel. A medical practice management program can generate financial reports for the office and revise the data quickly in the same way as a spreadsheet application program.


Telecommunications. A telecommunications application provides the means for one computer to “talk” with another computer. Electronic communication between computers greatly reduces the time it takes to send information. A medical practice management program uses a telecommunications application for the electronic submission of insurance claims. In addition, telecommunications software is used to send letters and messages as electronic mail (e-mail).


Database management. Database management is the storing and retrieving of data in and from a database. Database management allows the user to store large amounts of data on a storage device (e.g., hard disk). The data can then be easily retrieved and manipulated. An example of a commercially available database management software program is Microsoft Access. A medical practice management program performs the majority of the administrative procedures in the medical office using the data in its database. Database management increases efficiency in recordkeeping and eliminates numerous time-consuming repetitive tasks. The database for a medical practice consists of patient records, patient transactions, diagnosis codes, procedure codes, insurance carriers, and so on. This information is stored on the hard disk of the computer or server for later retrieval and use as needed. A database also provides the ability to add new information, modify existing information, and delete unneeded information. The most significant aspect of a database is that the computer can cross-reference all of the information stored in its database. The medical practice database can be thought of as a large pool of information that the computer can access in a multitude of ways according to the task being performed.




In the context of computer systems, documentation is a written set of instructions designed to assist the user in understanding how to operate an application program. Clear, concise, and easy-to-understand documentation makes it much easier to learn and use the program. Documentation includes the following: (1) the program user manual, which contains complete instructions for learning and using the program; (2) online help screens displayed on the computer monitor; and (3) reference cards containing frequently needed details for quick reference. It is important to learn to seek out and rely on the documentation that comes with the medical practice management program you are using. This results in more efficient operation of the computer system and less frustration in solving computer problems when they arise.



Putting It All into Practice


What tasks are performed by the word processing function included in a medical practice management program?



My name is Emma Hayes, and I am a certified medical assistant. Since I graduated, I have been working at the main office of an internal medicine practice. Our office manager is very interested in computers, and we have been using integrated practice management and EMR software for the past 4 years. When a new patient calls for an appointment, we obtain all his or her personal and insurance information and enter it into the computer during that first conversation. When patients first come to the office, we have them sit at a computer terminal in a private room next to the waiting room and enter their medical history. If the patient is not comfortable with the computer, we have the patient complete a paper form, and then I enter the data from the form into the computer. We have a scanner at the front desk to scan the patients’ insurance cards and all the forms they sign at the first visit. We keep a folder for our patients with forms that they have signed, but everything is also available in electronic form.


One of the things our patients really like is that our physicians send all prescriptions to the pharmacy electronically. At the first visit, we ask patients for the name, address, and telephone number of the pharmacy they want to use. Some patients like to get their prescriptions by mail order, and we can also indicate that. I also ask the patient what medications he or she taking and enter them into the computer. After that, the physician can go to the patient’s EMR, enter the information about the medication he wants to prescribe, and automatically send the prescription directly to the patient’s pharmacy. The EMR program checks for drug interactions with all the medications that the patient is taking. Our physicians believe that this saves time and is actually more accurate, because the pharmacist doesn’t have to read their handwritten prescriptions. 

What tasks are performed by the word processing function included in a medical practice management program?





The main computer unit, or simply the main unit, consists of a hard plastic case that is usually rectangular in shape. The main unit houses all the components that make the computer work and consists of the following components: mainboard, central processing unit (CPU), main computer memory (RAM), video card, sound card, power supply, and storage devices. The components of the main computer unit are discussed next.






Main computer memory (or simply main memory) consists of computer chips mounted on a small board that connects the mainboard. Main memory is responsible for temporarily storing information until ready for use by the CPU. Main memory can be likened to a holding tank for the CPU in which items are placed for immediate access and for use when needed for processing. Among those items commonly held in main memory are the operating system, the application program in current use, data waiting to be processed, and information ready for output.


In a microcomputer, main computer memory has a special name: random-access memory (RAM).


RAM is the acronym for random-access memory and, as you have just learned, is the main memory of a microcomputer. It is called random access because the computer can get to any part of the information stored in its memory directly, rather than having to look through all the rest of its stored information. This is in contrast to sequential-access memory, in which all stored data must be searched sequentially from beginning to end to locate the desired information. Much less time is involved in locating information using random access, and it is one of the factors that allows computers to perform tasks very quickly.


As previously described, the purpose of RAM is to temporarily store items until they are needed by the computer. When you first turn on the computer, RAM is empty; therefore you must first place the items you want to work with in RAM. A copy of the application program is transferred into RAM from the hard disk (by using the mouse to click on the appropriate program icon on the desktop of the computer). Data are transferred into RAM through an input device, such as a keyboard. To run the application program, a copy of the operating system needs to be transferred from the hard disk into RAM; this is accomplished automatically by the computer when you turn on the computer. Once these items are in RAM, they are easily accessible and can be quickly retrieved when needed by the CPU for processing. After the data have been processed according to the instructions in the program, the resulting usable information is then placed back in RAM for temporary storage.


One very important aspect of RAM is that it provides only temporary storage, not permanent storage. When the computer is turned off, all of the items stored in RAM are “dumped out”; in other words, RAM will be empty when the computer is turned back on and therefore ready to accept more storage items. Because of this, you must be sure to permanently store information that you do not want to lose before turning off the computer. In the medical office, this information is either stored on the hard disk of the computer or on the server by way of the network. Other common storage devices include Universal Serial Bus (USB) flash drives and optical disc drives, which are described later in this chapter.




Storage capacity (the amount of information that can be stored) is measured in units of storage known as bytes. One byte, usually 8 bits, is approximately equal to one character, such as a letter or number. Stating the capacity of RAM in bytes, however, results in astronomically high numbers. Therefore it is more convenient to use larger units, such as kilobytes, megabytes, gigabytes, and terabytes. A kilobyte (KB) is equal to 1024 bytes, which is usually rounded off to 1000 bytes. A megabyte (MB) is equal to a little more than 1 million bytes; in terms of kilobytes, 1 MB is equal to 1000 KB. An even larger measure than a megabyte is a gigabyte (GB); 1 GB is equal to 1 billion bytes or 1000 MB. The largest measure in current use is a terabyte (TB); 1 TB is equal to 1 trillion bytes or 1000 GB.


As you would imagine, the larger the capacity of RAM, the more information it can hold at one time. For example, a computer with 2 GB of RAM has the ability to hold more than 2 billion bytes. Most microcomputers now come with a main memory of 2 GB or more.


The capacity of a computer’s memory (RAM) correlates directly with the level of complexity of the programs it can run. A program takes up a certain amount of space in RAM. A small and simple application program that performs a limited number of tasks occupies much less space in RAM than a large, complex, and powerful program that performs numerous complicated tasks, such as a medical practice management program. The capacity of RAM is an important criterion to consider when working with or purchasing a computer or an application program. A computer with less than the required memory for a particular program would not have enough storage space to hold that program. Hence, that program could not be run on that particular computer. The packaging of the application program is labeled with information on computer system requirements. System requirements tell you what requirements your computer system must have (e.g., type of operating system, microprocessor speed, amount of memory, hard disk space) in order to run the program. Storage devices will be discussed later in the chapter.





The main computer unit should be placed on a flat, stable surface, such as a computer desk. This prevents excessive vibration during operation, which could loosen the electronic circuit boards. If the main unit is found in a tower, it is designed to be placed in a vertical position. Information on proper positioning is always indicated in the instruction manual accompanying the computer. Laptops should also be placed on a flat, stable surface if possible, and they should be lifted by the base, not the screen.


Computers operate best in a moderately cool temperature environment. Extreme heat and inadequate ventilation increase the chance of malfunction. As a precautionary measure, the main unit should not be placed near a window or other areas that receive direct sunlight. In addition, to prevent overheating, the ventilation slots on the main unit should not be obstructed.


The primary cause of improper functioning of the computer is exposure to environmental contaminants, such as dust, dirt, and smoke. For this reason, rooms with computers should be kept clean with no smoking permitted. The casing of the main unit should be periodically wiped with a slightly damp, lint-free cloth to remove dust and dirt. Aerosol sprays, solvents, and abrasives should never be used to clean the casing because they can damage the finish. The interior of the main computer unit should be cleaned occasionally according to the instructions outlined in the computer’s user manual.


Liquids should be kept away from the computer. A liquid spilled into the main unit can cause irreparable damage to the electronic circuit boards. In addition, an electrical short may occur and could result in a fire or small explosion.


The main unit is attached by cables to the other computer components (e.g., monitor, keyboard, printer). The cables should be checked on a regular basis to be sure that they are secure. A loose or disengaged cable can result in temporary malfunctioning of the computer system.




A computer monitor is a piece of electrical equipment that displays images generated by a computer. The monitor permits the user to view both input, or more specifically, the data entered into the computer, and output, or the information produced by the computer as a result of processing.


Viewing the input displayed on the monitor allows the user to check the data for accuracy as it is entered. As an output device, the monitor is often used to review information that needs to be viewed briefly and for which a printed copy (hard copy) is not necessary. For example, if a patient calls your office to inquire when his next appointment is scheduled, you can quickly call up this information, view it on the display screen, and relay it to the patient.









The monitor should rest on a flat, stable surface, such as a computer desk.


Monitors collect dust and dirt, and therefore must be properly maintained. The screen should be cleaned regularly. To clean an LCD monitor, first turn the monitor off. Wipe it gently with a soft, lint free cloth. Do not use paper towels or tissues because they can scratch the screen. If the dry cloth does not remove all soil, do not press harder because the screen can be damaged. If necessary, use distilled water on a soft cloth or commercial wipes or cleaners for LCD screens. Do not use cleaners that contain chemicals like ethyl alcohol or acetone, because these can discolor the screen. The cleaner should not be applied directly to the screen or sprayed on the screen as it may run down into the inside of the case and damage the electrical circuits. Keeping the screen clean helps prevent distracting reflections. If the office still uses older CRT monitors (easily recognizable because they are more than six inches deep from front to back), a commercial glass cleaner can be used to clean them with a soft cloth.


The outside casing of the monitor should periodically be wiped with a damp, lint-free cloth to remove dust and dirt. Aerosol sprays, solvents, and abrasives should not be used to clean the casing because they can damage the finish.

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