The medical assistant should first verify insurance, then review preadmission instructions with the patient before scheduling the procedure.
The first step the medical assistant should take is to verify insurance will cover the procedure. This ensures financial aspects are in order before proceeding.
After confirming insurance coverage, the next step is to review preadmission instructions with the patient to prepare them for the procedure.
Scheduling the procedure and sending the patient's medical records are subsequent steps in the process.
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