The Medical Assistant’s Role in Office and Facility Scheduling

Course Overview

This course on “The Medical Assistant Role in Office/Facility Scheduling” provides a comprehensive understanding of the role and responsibilities of medical assistants in managing and organizing schedules in a healthcare setting.

Course Accreditation

This course has been granted prior approval by the American Association of Medical Assistants (AAMA) for 3 administrative/general 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 Medical Assistant’s Role in Office/Facility Scheduling training course is an overview of the functions that are generally performed by medical assistants who have previously completed the respective training course. This course is intended to keep medical assistants aware of the importance of related duties often performed in a front-office and back-office/clinic setting. It is developed for front-line supervisors, workers, and trainees.

Learning Objectives

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

  • Explain the typical workflow in a healthcare facility, from patient check-in to check-out
  • Develop effective communication skills to interact with patients over the phone, in person, or through electronic communication
  • Understand the factors that influence appointment scheduling, such as appointment types, provider availability, and urgency
  • Learn to handle multiple tasks simultaneously, such as answering phone calls, checking in patients, and rescheduling appointments
  • Recognize the importance of effective communication with healthcare providers, nurses, and administrative staff to ensure a smooth scheduling process

Course outline

  • 1. Introduction
  • 2. Impacts of Scheduling
  • 3. Scheduling Challenges
  • 4. Best Practices for Scheduling
  • 5. Types of Scheduling
  • 6. Strategies for Effectively Managing the Scheduling Process
  • 7. The Medical Assistant’s Role in Scheduling
  • 8. Strategies for Effectively Managing the Medical Assistant’s Role in Scheduling
  • 9. Impact of Poor Scheduling and Systems
  • 10. References
  • 11. CE Test


This is a summary of essential elements of the Medical Assistant’s role as it pertains to scheduling in the office/facility setting of a healthcare setting and is not a comprehensive guide to handling scheduling techniques for one particular setting.
Regulation by those that perform procedures as a Medical Assistant are obligated to comply with all of its requirements of the agencies and employer and should not refer to this program as a guide of legal information or advice.
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