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Pearson's Comprehensive Medical Assisting Administrative and Clinical Competencies CHAPTER THIRD EDITION Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved Written Communication Lesson 1: Written Communications in the Medical Office 11

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Page 1: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting

Administrative and Clinical Competencies

CHAPTER

THIRD EDITION

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Written Communication Lesson 1: Written Communications in the Medical Office

11

Page 2: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Lesson Objectives

Lesson Objectives

Upon completion of this lesson, students should be able to:

1. Define and spell the terms to learn for this chapter.

2. Name and describe standard components of a business letter.

3. Identify the eight parts of speech and use them correctly.

Page 3: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Lesson Objectives

Lesson Objectives

Upon completion of this lesson, students should be able to:

4. Describe the process of drafting correspondence, using the four letter styles.

5. Explain the process of proofreading and editing.

Page 4: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Tone of Letter Writing

• Letters from a medical office must be:

Professional

Courteous

Businesslike

Positive in tone

Protective of the confidentiality of physician and patient

Diplomatic

Page 5: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Critical Thinking Question

1. How might word choice affect what is being communicated in a letter?

Page 6: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Grammar and Word Choice

• Appropriate word choice includes:

Avoiding technical terms

Gender bias

Overly long sentences and paragraphs

Excessive use of the personal pronoun I

Incorrectly used abbreviations

Passive voice

Page 7: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Grammar and Word Choice

• When writing to medical professionals or institutions that employ medically trained staff, use of medical terminology is appropriate, and it is essential that spelling and usage of medical terms are accurate

• When writing to patients, medical terminology should not be used

Page 8: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Grammar and Word Choice

• Medical Terms

Carcinoma

Dermatitis

Leukocytes

Nephrosis

Otolaryngology

pc

Thrombus

• Synonyms

Cancer

Skin irritation

White blood cells

Kidney disease

Study of ear, nose, and throat

After meals

Blood clot

Page 9: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Grammar and Word Choice

• Removing Gender Bias

Any reference to a particular gender (male or female) eliminated

Written correspondence must reflect neutral bias toward the genders

Do not refer to physicians as males or to nurses and medical assistants as females

Page 10: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Critical Thinking Questions

1. How is gender bias shown in written communication?

2. What is the impact of gender bias and how can it be avoided?

Page 11: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Grammar and Word Choice

• Sentence and Paragraph Length

Short, concise sentences and paragraphs are preferred in medical writing

Sentence length should never exceed 20 words

Page 12: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Grammar and Word Choice

• Sentence and Paragraph Length

Eliminate unnecessary words

Each paragraph should cover only one point

Paragraph contains two to six sentences

Page 13: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Grammar and Word Choice

• Avoid the use of the personal pronoun I in professional writing

• Better to use you and we

• Avoid being redundant

• Inflated phrases can be eliminated without loss of meaning

Page 14: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Grammar and Word Choice

• Active Versus Passive Voice

Active voice: the subject of the sentence performs the action

Passive voice: the subject receives the action

Both voices are grammatically correct,

Active voice more effective because it is simpler, more direct, and less wordy

Page 15: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Grammar and Word Choice

• Spelling

Homophones: same sounds

Computer software programs cannot be depended on to correct all word usage errors

Medical terms are not, generally, recognized by spellcheck software

Have a hard copy medical dictionary available

Page 16: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Grammar and Word Choice

• Rules for Capitalization

First word of:

• Sentences

• Expressions used as sentences

• Each item in a list or outline

• Salutation and closing of a letter

Proper name of person, place, or thing

Noun that is part of a proper name

Page 17: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Grammar and Word Choice

• Plurals

Abbreviations are formed into plurals by adding an s (ECGs, DRGs)

Plurals of nouns are formed by adding an s or an es (physicians, suffixes)

Page 18: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Grammar and Word Choice

• Numbers

Numbers 1 to 10 are spelled out

For numbers greater than ten, acceptable to use number designation, as in 32, unless the number is at the beginning of the sentence

Only numbers (including 1–10) used in tables, statistical data, dates, money, percentages, and time

Page 19: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Grammar and Word Choice

• Numbers

Measurements: write out in figures (23 inches)

Percentages: write out in figures and spell out percent (20 percent)

Page 20: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Grammar and Word Choice

• Numbers

Tables

• Arabic numerals (1, 2, 3) aligned on the right

• Decimals (1.33) aligned on the decimal

• Roman numerals (I, II, III) aligned on the left

Page 21: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Grammar and Word Choice

• Numbers

Time:

• Do not use zeros when writing on the-hour time

• Use a.m. and p.m. with the time designation

Page 22: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Grammar and Word Choice

• Parts of Speech

Noun

Pronoun

Verb

Adjective

Adverb

Preposition

Conjunction

Interjection

Page 23: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Grammar and Word Choice

• Many words function as more than one part of speech

Page 24: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Grammar and Word Choice

• Abbreviations

Spelled out first time they appear in a document, with abbreviation in parentheses

On subsequent uses, abbreviation can be used alone

Spell out medical abbreviations for clarity

Page 25: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Grammar and Word Choice

• Error Correction

All correspondence should be error-free

Word processing allows writer to display document on computer screen, enter the information, and make necessary changes

When typewriters used, corrections require use of correction ribbons, tapes, fluids

Page 26: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Grammar and Word Choice

• Reference Materials

Desk dictionary and online dictionary

Medical dictionary and online medical dictionary

Physician’s Desk Reference (PDR)

Current coding books including CPT®-4 and ICD-10-CM

Thesaurus and online thesaurus

Page 27: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Formatting Correspondence

• Standard Components of Business Letter

Heading

Date

Inside address

Salutation

Page 28: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Formatting Correspondence

• Standard Components of Business Letter

Body

Closing

Reference initials

Special components

Page 29: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Formatting Correspondence

• Heading

Medical office letters usually typed on letterhead, which is stationery bearing name of physician or practice, address, telephone number, fax number

• Date

Correspondence must have current date

Placed three lines below letterhead

Page 30: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

FIGURE 11-1 Different letterhead stationery and envelopes.

Page 31: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Formatting Correspondence

• Inside Address

Name, title, company name, address of recipient of the correspondence

Typed at left margin and single-spaced

All words spelled out fully

Business courtesy recommends always including a title with receiver’s name on inside address

Page 32: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Formatting Correspondence

• Salutation

Courteous greeting

Typed at left margin, two lines below inside address

Name in salutation must agree with name in inside address

Page 33: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Formatting Correspondence

• Body

Main text of letter and conveys purpose of letter

Begins two lines below salutation and single spaced

Paragraphs either blocked or indented

Be clear and to the point

Page 34: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Guidelines for Using Courtesy Titles

• Mr. is always an appropriate title for men

• A professional title, such as MD or PhD, is used instead of the courtesy title

• Ms. is used when marital status of a woman is unknown

• Mrs. is appropriate for a married woman if she prefers that title. However, it is always safe to use Ms.

Page 35: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Guidelines for Using Courtesy Titles

• Miss appropriate for unmarried women who prefer that title; also for young girls

• Two people at same address with different last names addressed individually

Page 36: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Guidelines for Using Courtesy Titles

• A capitalized professional title, such as Owner, President, Manager, may be placed next to the name or below it, depending on which is a better balance

Page 37: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Guidelines for Using Courtesy Titles

• If there is no record of correct spelling of a receiver’s name, then call the company or office and ask for the correct spelling

Page 38: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Formatting Correspondence

• Closing

Complimentary close containing a courtesy word(s), such as “Sincerely,” “Sincerely yours,” or “Yours truly”

Two lines below end of body of letter

Signature line contains name and title of the writer

Handwritten signature of writer must be entered directly above typed signature line

Page 39: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Formatting Correspondence

• Reference Initials

Indicate who keyed or typed the letter

Placed at lower left margin in lowercase

• Enclosure Notation

When other documents included along with the letter, a notation is made on the letter indicating the enclosure

Page 40: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Formatting Correspondence

• Copy Notation

Bottom left of letter as letter(s) “c:” or “cc:”

Page 41: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Formatting Correspondence

• Two-Page Letter

Letterhead stationery used only for top sheet

Second sheet plain bond paper

Second page and any pages following must begin with date and subject line of letter

Page 42: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Composing a Business Letter

• Gather necessary information and supplies.

• Determine reason for the correspondence. Write down the main purpose of the letter.

• Make a list of the points you need to cover in the letter. Prepare a rough draft.

Page 43: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

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Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Composing a Business Letter

• Arrange ideas in a logical manner. Make sure the letter has a beginning, middle, and end.

• Use a natural style of writing.

Page 44: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Composing a Business Letter

• Use a positive tone.

• Pay particular attention to spelling, punctuation, and grammar.

• When rough draft is satisfactory, compose final draft of letter. Proofread for mistakes.

• Obtain necessary signatures. Include any enclosures as indicated.

Page 45: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Formatting Correspondence

• Form Letters

When the same letter is sent once or repeatedly to multiple recipients, a form letter can save time

Contains standard content used repeatedly

Personalized with the patient’s information

Page 46: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

FIGURE 11-2 A form letter is used when the same letter is sent to multiple recipients.

Page 47: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Formatting Correspondence

• Letter Styles

Physical appearance of the letter

Vary depending on the purpose

Four letter styles:

• Block

• Modified block (standard)

• Modified block with indented paragraphs

• Simplified

Page 48: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Letter Styles

• Block Style

Formatted with all lines, from date through the signature line, flush with left margin

Blank line separates paragraphs as well as inside address, salutation, body, close

No indentations for paragraphs

Saves typing time

Page 49: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Letter Styles

• Modified Block Style (Standard)

Style, date, complimentary closing, signature line begin at center and continue toward right margin

All other lines flush with left margin

Often preferred because it has a professional, neat appearance

Page 50: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Letter Styles

• Modified Block Style with Indented Paragraphs

Identical to modified block style except paragraphs are consistently indented by a designated amount

Page 51: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Letter Styles

• Simplified Style

All lines flush with left margin

Salutation line omitted

In its place is a subject line in capital letters

Complimentary closing omitted

Signature typed in all capital letters

Abbreviated style of writing letters relating to patients

Page 52: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

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Interoffice Memoranda

• Also called memos

• Written communications sent to people within office or organization

• Informs personnel about meetings, general changes that affect employees, special projects, news items

• Do not require postage and are delivered through interoffice mail route

Page 53: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

FIGURE 11-4 An example of a memo form.

Page 54: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Editing and Proofreading

• Editing

Read the final material to check for accuracy and clarity

Read the letter from point of view of recipient to be sure you have explained yourself clearly and courteously

When editing medical reports, you cannot change content of report or alter the meaning in any way

Page 55: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Editing and Proofreading

• Proofreading

Rereading of a document to check for errors in content and keying

Critical step in correspondence process to help ensure accuracy

Spell-check and grammar-checks done by the computer are not perfect

After printing out a document, read it carefully to catch any content or keying errors

Page 56: Pearson's Comprehensive Medical Assisting - Amazon S3 · letters . Title: Slide 1 Author: Thomas Dunn Created Date: 5/15/2016 12:46:57 AM

Pearson's Comprehensive Medical Assisting: Administrative and Clinical Competencies, 3/e Beaman | Routh | Papazian-Boyce | Sesser | Mills | Maly

Copyright © 2015, 2011 by Pearson Education, Inc. All Rights Reserved

Questions?