Free CEU Credits For Medical Assistants

Medical Assistants and Their Role in Primary Care

Course Overview

One of the most fruitful opportunities a medical assistant can have is an externship or employment in a primary care facility. That is because primary care continuously follows patients throughout their general care, there is a vast number of skills and responsibilities the medical assistant must learn, and there is a higher amount of relatability to other sub-specialties. As the medical assistant responsibilities develop and progress with the increased need for preventative care, primary and general practitioners serve as a gateway to providing preemptive measures for complicated disease states.

Course Accreditation

This course has been granted prior approval by the American Association of Medical Assistants (AAMA) for 2 administrative/clinical CEUs. Granting approval in no way constitutes endorsement by the AAMA of the course content or the course provider.

Author Information

Medical Program Director
Dr. Brian Dickens is a Nationally Registered Certified Medical Assistant (NRCMA) and subject matter expert in the medical assisting and allied health fields.

Address correspondence to:
Editorial Department
PO Box 5005
Basking Ridge, NJ 07920

Disclosure statement: Dr. Brian Dickens reports having no financial or advisory relationship with any corporate, medical, or political organization doing work related to this educational activity or other business activity.

Approval Number:


Intended Audience

This training course is an overview of the Medical Assistant role in Primary Care a medical facility and is generally taken by employees who have previously completed administrative/clinical role or related schooling. This course is intended to keep employees aware of the administrative functions of a healthcare facility. It is developed for front-line supervisors, workers, and trainees who work within the administrative/clinical function of the allied health profession.

Examples of covered entities include:

  • Clinics
  • Students
  • Private/Group Practices
  • Health Insurance Companies
  • Healthcare Clearinghouses

Learning Objectives

Upon completion of this course, you will be able to:

  • Explain the different parts of the SOAP note
  • Describe how to prepare the chart for the medical provider
  • Explain several noninvasive tests performed in primary care
  • Explain the differences between the various parts of Medicare
  • Distinguish front- and back-office responsibilities
  • Explain the universal claim form used for billing third-party insurance

Course outline

  • 1. Overview
  • 2. Clinical Operations
    • SOAP note
    • Preparing the chart for the provider
  • 3. Vital Signs
  • 4. Common Reasons for Primary Care Appointments
  • 5. Noninvasive Tests
  • 6. Verifying Insurance
    • Medicare
    • Medicaid
  • 7. Billing and Collections
  • 8. Course Post-Test
  • 9. References
  • 10. Test


This is a summary of essential elements of the Medical Assistant role as it pertains to primary care and is not a comprehensive guide to primary care compliance. Regulation by those who perform primary care duties and responsibilities as a Medical Assistant are obligated to comply with all of its requirements of the agencies and employer.
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