Administrative and Electronic Health Record Process
  I: Administrative Information   II: Course Details   III: Topical Outline(s)  Printable Version
Section I: Administrative Information
  Total hours: 42.0
Credit Value: 3.0
Credit Value Notes: N/A
Effective: Spring/Summer 2022
Prerequisites: N/A
Corequisites: N/A
Equivalents: N/A
Pre/Co/Equiv Notes: N/A

Program(s): Medical Office Clerk
Program Coordinator(s): N/A
Course Leader or Contact: N/A
Version: 20220509_00
Status: Approved (APPR)

Section I Notes: Access to course materials and assignments will be available on Sheridan's Learning and Teaching Environment (SLATE). Students will need reliable access to a computer and the internet.

Section II: Course Details

Detailed Description
Students explore the basic theoretical concepts and duties of the medical office clerk. Key topics include the medical office clerk responsibilities, health and the individual, standards and safety in healthcare, communicating in healthcare, procedures and guidelines of safety for various healthcare practice settings, appointment scheduling and meetings, patient care management, and health information privacy and confidentiality. A central component of this course is practical application and utilization of Accuro QHR patient care management software. Through Accuro QHR, students learn patient entry/query, scheduling and appointment, medical billing in compliance to Ontario Health Insurance Plan (OHIP), and patient care documentation. Medical billing procedures beyond Ontario Health Insurance Plan (OHIP) will include Workplace Safety Insurance Board (WSIB) and Private Billing Procedures. A strong emphasis is placed on Ministry of Health rules and regulations.

Program Context

Medical Office Clerk Program Coordinator(s): N/A
This is one of the courses for the Medical office micro credential certificate.

Course Critical Performance and Learning Outcomes

  Critical Performance:
By the end of this course, students will have demonstrated the ability to apply key healthcare care administrative procedures and complete key electronic health records processes of entry/query, scheduling/appointments, billing, and data management using Accuro QHR.
Learning Outcomes:

To achieve the critical performance, students will have demonstrated the ability to:

  1. Evaluate the responsibilities of the medical office clerk within the context of medical and health office operations.
  2. Identify how changes in health status affect the behavior of clients, including awareness of cultural differences, to provide patient-centered and supportive customer service.
  3. Describe effective communication tools and strategies used in medical office environments.
  4. Discuss the Canadian healthcare system principles of health care administration, services, financing, and delivery.
  5. Prepare and maintain general healthcare practice financial accounting to support fiscal health of a medical clinic.
  6. Apply different scheduling and booking techniques used in healthcare practice settings to keep appointment timelines organized and efficient.
  7. Perform health records management and health information management practices in compliance with privacy and confidentiality regulations.
  8. Utilize Accuro QHR patient care management software for patient care management focusing on patient entry/query; medical billing in compliance with Ontario Health Insurance Plan (OHIP); scheduling and appointment; health information management; and WSIB and private practice medical claims and processing.

Evaluation Plan
Students demonstrate their learning in the following ways:

 Evaluation Plan: ONLINE
 Discussion Questions (2 x 5%)10.0%
 Quizzes (4 x 7.5%)30.0%
 E.H.R. Assignments (8x5%)40.0%
 E.H.R. Projects10.0%

Evaluation Notes and Academic Missed Work Procedure:
TEST AND ASSIGNMENT PROTOCOL The following protocol applies to every course offered by Continuing and Professional Studies. 1. Students are responsible for staying abreast of test dates and times, as well as due dates and any special instructions for submitting assignments and projects as supplied to the class by the instructor. 2. Students must write all tests at the specified date and time. Missed tests, in-class/online activities, assignments and presentations are awarded a mark of zero. The penalty for late submission of written assignments is a loss of 10% per day for up to five business days (excluding Sundays and statutory holidays), after which, a grade of zero is assigned. Business days include any day that the college is open for business, whether the student has scheduled classes that day or not. An extension or make-up opportunity may be approved by the instructor at his or her discretion.

Provincial Context
The course meets the following Ministry of Colleges and Universities requirements:


Prior Learning Assessment and Recognition
PLAR Contact (if course is PLAR-eligible) - Office of the Registrar

  • Not Eligible for PLAR

Section III: Topical Outline
Some details of this outline may change as a result of circumstances such as weather cancellations, College and student activities, and class timetabling.
Instruction Mode: Online
Professor: Multiple Professors
RequiredOther- Accuro QHR Workbook and Software data - Students are required to purchase the choice learning software Choice Learning Inc. - Practical EMR Training, which costs $195. This includes access to EMR software, workbook, and course supplements. https://choicelearning.ca/product/access-license/ (Step-by-step instructions on how to access these links will be provided by the instructor directly via SLATE)

Applicable student group(s): N/A
Course Details:

Module 1: Administration


Medical Office Clerk


  • Role
  • Responsibilities
  • Key skills and duties


(Discussion 5%)


Health Context

  • Perception of health and individual
  • Health and culture
  • Canadian healthcare system


(Quiz 7.5%)


Module 2: Health Practice Operations


Practice Settings

  • Healthcare practice settings
  • Hospital functionality


(Quiz 7.5%)



  • Communication for medical office clerk
  • Communication strategies
  • Communication tools


(Discussion 5%)


Schedule and Appointment

  • Types of schedules
  • Best practice guidelines for appointment booking
  • Primary care vs specialist referral


(Quiz 7.5%)


Health Professionals and Health Information Management

  • Health professionals within community of practice
  • Privacy and confidentiality
  • Health Information Management


(Quiz 7.5%) & (Assignment 10%)


Module 3: Electronic Health Record with Accuro QHR – Part I



  • Use of patient care management software


(Accuro QHR Assignment 5%)



  • Registration of patients/clients


 (Accuro QHR Assignment 5%)



  • Scheduling and appointment of patients/clients


(Accuro QHR Assignments 2x5%)


Medical Records and Patient Profile

  • Guidelines on medical records management
  • Creating interface for patient profile and layout


(Accuro QHR Assignment 5%)


Module 4: Electronic Health Record with Accuro QHR – Part II



  • Processing services provided by practitioner
  • Applying Ontario Health Insurance Plan guidelines
  • Private and third-party medical billing


(Accuro QHR Assignments 2x5%)


Prescriptions, Messaging & Tasks

  • Prescription audit and repeat
  • Messaging and tasks management for patient care management


Accuro QHR Assignment 5%)



  • Application of patient care management software


(Accuro QHR Cumulative Project 10%)



Sheridan Policies

All Sheridan policies can be viewed on the Sheridan policy website.

Academic Integrity: The principle of academic integrity requires that all work submitted for evaluation and course credit be the original, unassisted work of the student. Cheating or plagiarism including borrowing, copying, purchasing or collaborating on work, except for group projects arranged and approved by the professor, or otherwise submitting work that is not the student's own, violates this principle and will not be tolerated. Students who have any questions regarding whether or not specific circumstances involve a breach of academic integrity are advised to review the Academic Integrity Policy and procedure and/or discuss them with the professor.

Copyright: A majority of the course lectures and materials provided in class and posted in SLATE are protected by copyright. Use of these materials must comply with the Acceptable Use Policy, Use of Copyright Protected Work Policy and Student Code of Conduct. Students may use, copy and share these materials for learning and/or research purposes provided that the use complies with fair dealing or an exception in the Copyright Act. Permission from the rights holder would be necessary otherwise. Please note that it is prohibited to reproduce and/or post a work that is not your own on third-party commercial websites including but not limited to Course Hero or OneNote. It is also prohibited to reproduce and/or post a work that is not your own or your own work with the intent to assist others in cheating on third-party commercial websites including but not limited to Course Hero or OneNote.

Intellectual Property: Sheridan's Intellectual Property Policy generally applies such that students own their own work. Please be advised that students working with external research and/or industry collaborators may be asked to sign agreements that waive or modify their IP rights. Please refer to Sheridan's IP Policy and Procedure.

Respectful Behaviour: Sheridan is committed to provide a learning environment that supports academic achievement by respecting the dignity, self-esteem and fair treatment of every person engaged in the learning process. Behaviour which is inconsistent with this principle will not be tolerated. Details of Sheridan's policy on Harassment and Discrimination, Academic Integrity and other academic policies are available on the Sheridan policy website.

Accessible Learning: Accessible Learning coordinates academic accommodations for students with disabilities. For more information or to register, please see the Accessible Learning website (Statement added September 2016)

Course Outline Changes: The information contained in this Course Outline including but not limited to faculty and program information and course description is subject to change without notice. Any changes to course curriculum and/or assessment shall adhere to approved Sheridan protocol. Nothing in this Course Outline should be viewed as a representation, offer and/or warranty. Students are responsible for reading the Important Notice and Disclaimer which applies to Programs and Courses.

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