Episode Details

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The critical differences between past medical, family, and social history and how to categorize patient information for the exam. - Why you must document the specific reaction to a patient's allergy, not just the allergen itself. - To recognize exam traps related to over-the-counter medications, vitamins, and herbal supplements. - The precise scope of practice for a CCMA during medication reconciliation: identify and report discrepancies, but never independently alter the medication list. - How to use the 'APPLE' mnemonic (Ask, Pull, Put, Look, Escalate) to remember the safe and correct steps for medication reconciliation.