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1. Medical assistant
2. Electronic records
3. Medical terminology and anatomy
4. The fundamentals of infection control
5. Introduction to vital signs
6. The patient interview and history
7. The physical examination
8. Appointment scheduling
9. Insurance billing
10. Diagnostic coding and the ICD-10-CM System
11. Procedural coding
12. Medical billing and reimbursement essentials
13. Assisting with medical specialties
14. Assisting with the musculoskeletal system
15. Assisting with the cardiovascular system
16. Assisting with the respiratory system
17. Assisting with the nervous system
18. Anatomy and physiology of the urinary system
19. Assisting in obstetrics and gynecology
20. Assisting in endocrinology
21. Assisting in ophthalmology & otolaryngology
22. Assisting in gastroenterology
23. Assisting in the immune & lymphatic systems
23.1 Anatomy of the immune and lymphatic systems
23.2 Diseases & disorders of the lymphatic system
23.3 Autoimmune diseases and HIV/AIDS
23.4 The medical assistant's role in examination and diagnostic procedures for immune conditions
24. Assisting in pediatrics: the developmental stages and care
25. The medical assistant’s role in caring for the older patient
26. The role of the medical assistant in physical therapy examination and assessment
27. Preparing for minor surgery: room, solutions, and supplies
28. Introduction to the clinical laboratory
29. Urinalysis
30. Blood collection
31. Analysis of blood
32. Electrocardiography and heart structure
33. The principles of pharmacology
34. Essential calculations and measurement systems
35. Solid, liquid, & solutions medication doses
36. Administering medications
37. Metabolism and core nutrient roles
38. Medical emergencies in the healthcare setting
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23.4 The medical assistant's role in examination and diagnostic procedures for immune conditions
Achievable CCMA
23. Assisting in the immune & lymphatic systems
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The medical assistant's role in examination and diagnostic procedures for immune conditions

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The medical assistant’s role in examination, diagnostic procedures, and treatments

As a medical assistant, you may be involved in assisting with examination, diagnostic procedures, and treatments. Having an understanding of what is required of you during those processes will help you provide the best possible care for your patients and become the best assistant for your provider. The following sections describe the medical assistant’s role.

Assisting with the examination, procedures & treatment

When working with patients who have infectious diseases, it is important to protect yourself and other patients in the healthcare facility. A patient who has made an appointment to be seen for a cough or other respiratory issue may be asked to put on a mask when checking in for the appointment. This will help to protect the other patients in the reception area. Hand sanitizer is often available in the reception area so that patients can use it after they have sneezed, coughed, or wiped their noses.

Many healthcare facilities will also have the medical assistant wear a mask when working with patients with potentially infectious diseases, especially respiratory infections. A simple explanation that you are wearing the mask as a precaution will help to make the patient feel more comfortable with the situation.

Preparing a patient for an infectious disease examination includes having the patient disrobe appropriately, depending on which body system is involved. For allergy testing, the patient usually must disrobe to the waist, and the gown is open in the back.

An important part of any examination is taking a health history. When working with a patient who has a potential infectious disease, the medical assistant should gather the history of the present illness (HPI) information and review the past medical history (PMH).

When working with a patient with potential allergies, it is important to ask what the reaction to the allergen was. The reaction can indicate whether the patient has an allergy or a sensitivity. With a true allergy, there is an immune system response that can affect many organs in the body (e.g., difficulty breathing or hives). Allergies can be severe or even life threatening. With a sensitivity, there is no immune system response, but there is an exaggeration of a normal side effect. This could range from digestive issues to neurologic issues.

Assisting with diagnostic procedures

The medical assistant is often involved in assisting with diagnostic procedures of the immune system. It is important to remain professional during these interactions. The following sections describe the medical assistant’s role in assisting with those diagnostic procedures.

Testing for allergies

Skin testing to detect allergies requires a percutaneous application or intradermal injection of a small amount of antigen (or groups of antigens) and later examination of the test sites for a visible reaction. The larger the localized skin reaction, the more profound the patient’s allergic response to the tested allergen.

A percutaneous, or scratch, test may be performed on the forearm, upper arm, or back. The back is favored in young children because of the large area of skin available. It also is easier to immobilize the child in this position. The skin surface is labeled or numbered in rows 1½ to 2 inches apart, and a small amount of allergen is placed on the skin, which is then scratched or pricked to place the allergen just under the skin surface. Many allergists use a plastic device that is dipped into the designated allergens and lightly pressed into the skin so that the prick and allergen deposition occur at the same time. Seventy or more tests may be done at one time. It is essential to follow a pattern so that the site of each allergen can be easily identified. The first step should be to number all of the sites before applying the allergen. This type of allergy testing is used for allergic rhinitis, asthma, and detection of food allergies.

Skin allergy testing sites and result interpretation shown
Skin allergy testing with results
Wikimedia Commons
/
U.S. Government Work (Public Domain)

Common medication, environmental, and food allergens:

Medication Environmental Food
Penicillin Dust mites Eggs
Sulfonamides Pollen Peanuts
Anticonvulsants Pet dander Tree nuts
NSAIDS Mold Wheat
Chemotherapy drugs Cigarette smoke Shellfish

A reaction usually occurs within 10 to 30 minutes of exposure to the allergen. If the reaction is positive, a wheal (hive) forms at the site of the scratch (Figure 33.9). Interpretation of the test result should always be based on a comparison of this reaction with that of the control, which is a scratch with a plain fluid free of any allergy-producing extract.

After 15 minutes, the medical assistant measures the erythema (redness) and the wheal at each site. If a strong reaction occurs, the allergen extract should be carefully wiped off to prevent any further exposure. Frequently, large or significant reactions are accompanied by local itching. Patients should remain in the office for at least 30 minutes after completion of the test in case a delayed systemic allergic response occurs.

A patch test uses an allergen that is applied to a patch that is placed on the skin. Patch testing helps detect delayed allergic reactions associated with contact dermatitis. The patches are placed on the arms or back and must remain in place for 48 hours. The patient needs to avoid bathing and activities that cause heavy sweating. The patches are removed at a subsequent office visit. Skin irritation at the patch site indicates an allergy to that particular substance.

Five guidelines for allergen skin testing:

  • The patient should stop taking all antihistamines or allergy medications 3 to 10 days before testing to prevent false-negative results. The patient should stop taking certain medications as directed by their provider for 3-10 days prior to the test. This may include prescription antihistamines, over-the-counter antihistamines, tricyclic antidepressants, and certain heartburn medications.
  • Recommended sites for injection or application of the allergen are the anterior forearm, the upper arm, and the back.
  • Allergen sites must be specifically labeled and spaced approximately 1½ to 2 inches apart.
  • If the patient shows signs of anaphylaxis, notify the provider immediately and prepare emergency supplies. Allergy testing should be performed only when the provider is onsite.
  • Skin testing may cause a mild systemic allergic response, resulting in rhinitis, wheezing, and sneezing. The patient should contact the provider if a more severe reaction occurs.

The intradermal test is more sensitive than the percutaneous test and usually is used to diagnose allergies to penicillin and insect venom, such as from bee stings. Extracts are injected into the intradermal layer of the skin in doses of 0.1 to 0.2 mL. This method also is used for the tuberculin (purified protein derivative [PPD]) test and the Valley Fever coccidioidomycosis test. When intradermal injections are used for allergy testing, 10 to 15 allergens may be tested at one time on each arm. The reaction time is identical to that of the scratch test; however, the antigen is more dilute.

The radioallergosorbent test (RAST) measures the level of antibodies created when a sample of the patient’s blood is mixed with allergens in the laboratory. The RAST is easier to perform than skin testing because it requires a single venipuncture. Although skin testing remains the preferred method of diagnosing hypersensitivity, the RAST may be indicated when the patient cannot stop antihistamine medications, when a skin disorder makes accurate interpretation of skin test results difficult, or when skin test results are negative, but the patient’s signs and symptoms support further investigation. RAST blood tests are primarily used to identify food allergies.

Medical assistant’s role in examination, diagnostic procedures, and treatments

  • Assist with exams, diagnostic procedures, and treatments
  • Understand infection control: masks, hand hygiene, patient preparation
  • Gather health history (HPI, PMH), clarify allergy vs. sensitivity

Assisting with the examination, procedures & treatment

  • Use PPE (mask, gloves) for infectious patients
  • Prepare patients appropriately (disrobing, gowning)
  • Collect detailed history, especially for allergies (reaction type: allergy vs. sensitivity)

Assisting with diagnostic procedures

  • Remain professional during immune system diagnostic procedures

Testing for allergies

  • Skin testing: percutaneous (scratch/prick) or intradermal methods
    • Label sites, space 1½–2 inches apart, compare to control
    • Common allergens: medications (penicillin, NSAIDs), environmental (pollen, dust mites), food (eggs, peanuts)
  • Patch test: allergen on skin patch, worn 48 hours, detects delayed reactions
  • Five guidelines:
    • Discontinue antihistamines/meds 3–10 days before
    • Use recommended sites (forearm, upper arm, back)
    • Label and space sites
    • Watch for anaphylaxis, have emergency supplies ready
    • Mild systemic reactions possible; severe reactions require provider notification
  • Intradermal test: more sensitive, used for penicillin/insect venom, PPD, Valley Fever
  • RAST (radioallergosorbent test): blood test for antibodies, used when skin testing not possible

Assisting with treatments

  • Allergy treatment: avoid allergens, antihistamines, immunotherapy (allergy shots)
    • Immunotherapy: subcutaneous injections, requires careful dosing, documentation, and observation for 20–30 minutes
    • Notify provider for local/systemic reactions

Patient coaching

  • Teach hand hygiene: most important infection control method
    • Wash hands before/after food, caring for sick, wounds, bathroom, animals, garbage, etc.
    • Soap and water preferred, 20 seconds scrubbing; alcohol-based sanitizer (≥60%) if unavailable

Legal and ethical issues

  • Reportable diseases: know state and federal requirements
  • Medical assistants must be aware of reportable disease lists

Patient-centered care

  • Educate on STI prevention: abstinence, fewer partners, condoms, diaphragms
  • Provide information nonjudgmentally

Professional behaviors

  • Stay home when sick to avoid spreading illness
  • Protect co-workers and vulnerable patients by not working when ill

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The medical assistant's role in examination and diagnostic procedures for immune conditions

The medical assistant’s role in examination, diagnostic procedures, and treatments

As a medical assistant, you may be involved in assisting with examination, diagnostic procedures, and treatments. Having an understanding of what is required of you during those processes will help you provide the best possible care for your patients and become the best assistant for your provider. The following sections describe the medical assistant’s role.

Assisting with the examination, procedures & treatment

When working with patients who have infectious diseases, it is important to protect yourself and other patients in the healthcare facility. A patient who has made an appointment to be seen for a cough or other respiratory issue may be asked to put on a mask when checking in for the appointment. This will help to protect the other patients in the reception area. Hand sanitizer is often available in the reception area so that patients can use it after they have sneezed, coughed, or wiped their noses.

Many healthcare facilities will also have the medical assistant wear a mask when working with patients with potentially infectious diseases, especially respiratory infections. A simple explanation that you are wearing the mask as a precaution will help to make the patient feel more comfortable with the situation.

Preparing a patient for an infectious disease examination includes having the patient disrobe appropriately, depending on which body system is involved. For allergy testing, the patient usually must disrobe to the waist, and the gown is open in the back.

An important part of any examination is taking a health history. When working with a patient who has a potential infectious disease, the medical assistant should gather the history of the present illness (HPI) information and review the past medical history (PMH).

When working with a patient with potential allergies, it is important to ask what the reaction to the allergen was. The reaction can indicate whether the patient has an allergy or a sensitivity. With a true allergy, there is an immune system response that can affect many organs in the body (e.g., difficulty breathing or hives). Allergies can be severe or even life threatening. With a sensitivity, there is no immune system response, but there is an exaggeration of a normal side effect. This could range from digestive issues to neurologic issues.

Assisting with diagnostic procedures

The medical assistant is often involved in assisting with diagnostic procedures of the immune system. It is important to remain professional during these interactions. The following sections describe the medical assistant’s role in assisting with those diagnostic procedures.

Testing for allergies

Skin testing to detect allergies requires a percutaneous application or intradermal injection of a small amount of antigen (or groups of antigens) and later examination of the test sites for a visible reaction. The larger the localized skin reaction, the more profound the patient’s allergic response to the tested allergen.

A percutaneous, or scratch, test may be performed on the forearm, upper arm, or back. The back is favored in young children because of the large area of skin available. It also is easier to immobilize the child in this position. The skin surface is labeled or numbered in rows 1½ to 2 inches apart, and a small amount of allergen is placed on the skin, which is then scratched or pricked to place the allergen just under the skin surface. Many allergists use a plastic device that is dipped into the designated allergens and lightly pressed into the skin so that the prick and allergen deposition occur at the same time. Seventy or more tests may be done at one time. It is essential to follow a pattern so that the site of each allergen can be easily identified. The first step should be to number all of the sites before applying the allergen. This type of allergy testing is used for allergic rhinitis, asthma, and detection of food allergies.

Common medication, environmental, and food allergens:

Medication Environmental Food
Penicillin Dust mites Eggs
Sulfonamides Pollen Peanuts
Anticonvulsants Pet dander Tree nuts
NSAIDS Mold Wheat
Chemotherapy drugs Cigarette smoke Shellfish

A reaction usually occurs within 10 to 30 minutes of exposure to the allergen. If the reaction is positive, a wheal (hive) forms at the site of the scratch (Figure 33.9). Interpretation of the test result should always be based on a comparison of this reaction with that of the control, which is a scratch with a plain fluid free of any allergy-producing extract.

After 15 minutes, the medical assistant measures the erythema (redness) and the wheal at each site. If a strong reaction occurs, the allergen extract should be carefully wiped off to prevent any further exposure. Frequently, large or significant reactions are accompanied by local itching. Patients should remain in the office for at least 30 minutes after completion of the test in case a delayed systemic allergic response occurs.

A patch test uses an allergen that is applied to a patch that is placed on the skin. Patch testing helps detect delayed allergic reactions associated with contact dermatitis. The patches are placed on the arms or back and must remain in place for 48 hours. The patient needs to avoid bathing and activities that cause heavy sweating. The patches are removed at a subsequent office visit. Skin irritation at the patch site indicates an allergy to that particular substance.

Five guidelines for allergen skin testing:

  • The patient should stop taking all antihistamines or allergy medications 3 to 10 days before testing to prevent false-negative results. The patient should stop taking certain medications as directed by their provider for 3-10 days prior to the test. This may include prescription antihistamines, over-the-counter antihistamines, tricyclic antidepressants, and certain heartburn medications.
  • Recommended sites for injection or application of the allergen are the anterior forearm, the upper arm, and the back.
  • Allergen sites must be specifically labeled and spaced approximately 1½ to 2 inches apart.
  • If the patient shows signs of anaphylaxis, notify the provider immediately and prepare emergency supplies. Allergy testing should be performed only when the provider is onsite.
  • Skin testing may cause a mild systemic allergic response, resulting in rhinitis, wheezing, and sneezing. The patient should contact the provider if a more severe reaction occurs.

The intradermal test is more sensitive than the percutaneous test and usually is used to diagnose allergies to penicillin and insect venom, such as from bee stings. Extracts are injected into the intradermal layer of the skin in doses of 0.1 to 0.2 mL. This method also is used for the tuberculin (purified protein derivative [PPD]) test and the Valley Fever coccidioidomycosis test. When intradermal injections are used for allergy testing, 10 to 15 allergens may be tested at one time on each arm. The reaction time is identical to that of the scratch test; however, the antigen is more dilute.

The radioallergosorbent test (RAST) measures the level of antibodies created when a sample of the patient’s blood is mixed with allergens in the laboratory. The RAST is easier to perform than skin testing because it requires a single venipuncture. Although skin testing remains the preferred method of diagnosing hypersensitivity, the RAST may be indicated when the patient cannot stop antihistamine medications, when a skin disorder makes accurate interpretation of skin test results difficult, or when skin test results are negative, but the patient’s signs and symptoms support further investigation. RAST blood tests are primarily used to identify food allergies.

Key points

Medical assistant’s role in examination, diagnostic procedures, and treatments

  • Assist with exams, diagnostic procedures, and treatments
  • Understand infection control: masks, hand hygiene, patient preparation
  • Gather health history (HPI, PMH), clarify allergy vs. sensitivity

Assisting with the examination, procedures & treatment

  • Use PPE (mask, gloves) for infectious patients
  • Prepare patients appropriately (disrobing, gowning)
  • Collect detailed history, especially for allergies (reaction type: allergy vs. sensitivity)

Assisting with diagnostic procedures

  • Remain professional during immune system diagnostic procedures

Testing for allergies

  • Skin testing: percutaneous (scratch/prick) or intradermal methods
    • Label sites, space 1½–2 inches apart, compare to control
    • Common allergens: medications (penicillin, NSAIDs), environmental (pollen, dust mites), food (eggs, peanuts)
  • Patch test: allergen on skin patch, worn 48 hours, detects delayed reactions
  • Five guidelines:
    • Discontinue antihistamines/meds 3–10 days before
    • Use recommended sites (forearm, upper arm, back)
    • Label and space sites
    • Watch for anaphylaxis, have emergency supplies ready
    • Mild systemic reactions possible; severe reactions require provider notification
  • Intradermal test: more sensitive, used for penicillin/insect venom, PPD, Valley Fever
  • RAST (radioallergosorbent test): blood test for antibodies, used when skin testing not possible

Assisting with treatments

  • Allergy treatment: avoid allergens, antihistamines, immunotherapy (allergy shots)
    • Immunotherapy: subcutaneous injections, requires careful dosing, documentation, and observation for 20–30 minutes
    • Notify provider for local/systemic reactions

Patient coaching

  • Teach hand hygiene: most important infection control method
    • Wash hands before/after food, caring for sick, wounds, bathroom, animals, garbage, etc.
    • Soap and water preferred, 20 seconds scrubbing; alcohol-based sanitizer (≥60%) if unavailable

Legal and ethical issues

  • Reportable diseases: know state and federal requirements
  • Medical assistants must be aware of reportable disease lists

Patient-centered care

  • Educate on STI prevention: abstinence, fewer partners, condoms, diaphragms
  • Provide information nonjudgmentally

Professional behaviors

  • Stay home when sick to avoid spreading illness
  • Protect co-workers and vulnerable patients by not working when ill

More from Assisting in the immune & lymphatic systems

  • Anatomy of the immune and lymphatic systems
  • Diseases & disorders of the lymphatic system
  • Autoimmune diseases and HIV/AIDS