INITIAL UMG/JDH AMBULATORY COMPETENCY CHECKLIST 1 of ...

INITIAL UMG/JDH AMBULATORY COMPETENCY CHECKLIST 3 of 8Position Title: Medical AssistantDepartment: RheumatologyEmployee Name:Method of Instruction Key:P = Protocol/Procedure ReviewE = Education SessionS = Self Learning PackageC = Clinical PracticeD = DemonstrationMethod of Evaluation Key:O = Observation (in clinical setting)RD = Return DemonstrationT = Written TestV = Verbal ReviewMethod ofInstruction(UseInstructionKey on Left)Evaluation SummaryEvaluationMethod(UseEvaluationKey on Left)CommentsCompetent Initials DateYes NoIV. DOCUMENTATION/COMMUNICATIONPresented at Ambulatory Services/UMG Orientation: PhoneEtiquetteAnswers phones according to protocolCompletes e-triage messagesReviews schedules for patient appointmentsReviews minutes from staff meetingsDemonstrates ability to use electronic correspondence/formssoftwareAccesses patient information in LCR and EMRAccesses courier services as necessaryDemonstrates ability to order necessary forms per protocolCoordinates release of Medical Record information per protocolProvides factual information to patient or patient designeeensuring HIPAA complianceCompletes appropriate documentation in accordance withUCHC standardsMaintains patient confidentiality and disposes of documentationcontaining patient information appropriatelyPrepares requisitions and forms for diagnostic testingaccurately and correctly.See Unit Specific PageV. PERFORMANCE IMPROVEMENTParticipates in unit performance improvement activitiesShows commitment to learning new knowledge and skills toenhance service to customer/patients and achieveInitials/Name: ___us/Ute Schroeder___________ Initials/Name: ______________________________ Initials/Name: __________________________Competency Checklist Updated: 9/05, 7/07, 1/08, 4/08

INITIAL UMG/JDH AMBULATORY COMPETENCY CHECKLIST 4 of 8Position Title: Medical AssistantDepartment: RheumatologyEmployee Name:Method of Instruction Key:P = Protocol/Procedure ReviewE = Education SessionS = Self Learning PackageC = Clinical PracticeD = DemonstrationMethod of Evaluation Key:O = Observation (in clinical setting)RD = Return DemonstrationT = Written TestV = Verbal ReviewMethod ofInstruction(UseInstructionKey on Left)Evaluation SummaryEvaluationMethod(UseEvaluationKey on Left)CommentsCompetent Initials DateYes Noorganizational goalsSee Unit Specific PageVI. DECENTRALIZED LABPerforms quality control checks per protocolSee Unit Specific PageVII. PROVISION OF CAREPerforms routine procedures i.e. vital signs in accordance withprotocols and reports deviations to provider or RNPerforms clinical procedures as delegated and in accordancewith UCHC standard and scope of practicePerforms decentralized labs as specified by protocolReviews pre-printed patient instruction sheets with patient andputs patient at easePrepares rooms and work areas including stocking of roomsand carts with appropriate equipment and materialsPerforms provider orders in a timely, efficient mannerInventories and orders supplies and equipmentSchedules and prioritizes workflow; manages multiple prioritiesAssures privacy and dignity of patients during careAssists physician with procedures as neededUse of pain scale in assessing painPhlebotomyPrepares and draws up injectable medication(s) for Provideradministration, per approved policy and procedure, using steriletechniqueLaboratory specimen labeling and packagingInitials/Name: ___us/Ute Schroeder___________ Initials/Name: ______________________________ Initials/Name: __________________________Competency Checklist Updated: 9/05, 7/07, 1/08, 4/08

INITIAL UMG/JDH AMBULATORY COMPETENCY CHECKLIST 5 of 8Position Title: Medical AssistantDepartment: RheumatologyEmployee Name:Method of Instruction Key:P = Protocol/Procedure ReviewE = Education SessionS = Self Learning PackageC = Clinical PracticeD = DemonstrationMethod of Evaluation Key:O = Observation (in clinical setting)RD = Return DemonstrationT = Written TestV = Verbal ReviewMethod ofInstruction(UseInstructionKey on Left)Evaluation SummaryEvaluationMethod(UseEvaluationKey on Left)CommentsCompetent Initials DateYes NoObtains prior authorization for patient prescriptions as requiredComplies with UMG policy and procedure for Prescription RefillAuthorizationSee Unit Specific PageVIII. AGE SPECIFICAge Specific presentation presented at Health Center ClinicalOrientationCommunicates information to patients and family in languagethat is clearly understood.See Unit Specific PageIX. CUSTOMER SERVICEPresented at Ambulatory Services Orientation: CustomerService SkillsCommitted to determining and exceeding patient/customerneeds and promotes UCHC service standardsTakes responsibility for job by reporting to work on time andconsidering the needs of the unity when requesting time offRecognizes how actions will affect others and uses problemsolving skills and creativity to address identified opportunitiesX. CLERICAL SKILLSPresented at Ambulatory Services orientation: Patient flowdescribing duties of Clerk, COA, PSR, ProviderAnswers phone and performs clerical functions andresponsibilities as appropriate and per protocolPerforms basic first line telephone triage including assistancewith prescription refillsInitials/Name: ___us/Ute Schroeder___________ Initials/Name: ______________________________ Initials/Name: __________________________Competency Checklist Updated: 9/05, 7/07, 1/08, 4/08

INITIAL UMG/JDH AMBULATORY COMPETENCY CHECKLIST 6 of 8Position Title: Medical AssistantDepartment: RheumatologyEmployee Name:Method of Instruction Key:P = Protocol/Procedure ReviewE = Education SessionS = Self Learning PackageC = Clinical PracticeD = DemonstrationMethod of Evaluation Key:O = Observation (in clinical setting)RD = Return DemonstrationT = Written TestV = Verbal ReviewMethod ofInstruction(UseInstructionKey on Left)Evaluation SummaryEvaluationMethod(UseEvaluationKey on Left)CommentsCompetent Initials DateYes NoUtilizes telephone/beeper system per protocolDemonstrates the process of disposing printed materials whichcontain patient informationSchedules appointments according to protocolIdentifies the number for IT call center (x4400)Routes vouchers in an efficient mannerSee Unit Specific PageXI. FISCAL RESPONSIBILITYParticipates in unit activities aimed at evaluation/improvingfiscal outcomes of careComplies with unit policies regarding patient charges, supplies,etc.Completes ABN validation for Medicare Part A&B patientsUse of proper CPT and ICD9 codes when submittingrequisitions and vouchers.See Unit Specific PageXII. IDX SCHEDULING & REGISTRATIONSYSTEM AND CLINICAL INFORMATIONSYSTEMSPresented at Ambulatory Services/UMG Orientation: Access toIDXPresented at Ambulatory Services/UMG Orientation: Access toLCR Systems, Caremedic, EMR, e-triagePresented at Clinical Systems Training Part 1: IDX SchedulingSystem:Demonstrates ability to locate patient in databaseInitials/Name: ___us/Ute Schroeder___________ Initials/Name: ______________________________ Initials/Name: __________________________Competency Checklist Updated: 9/05, 7/07, 1/08, 4/08

INITIAL UMG/JDH AMBULATORY COMPETENCY CHECKLIST 7 of 8Position Title: Medical AssistantDepartment: RheumatologyEmployee Name:Method of Instruction Key:P = Protocol/Procedure ReviewE = Education SessionS = Self Learning PackageC = Clinical PracticeD = DemonstrationMethod of Evaluation Key:O = Observation (in clinical setting)RD = Return DemonstrationT = Written TestV = Verbal ReviewMethod ofInstruction(UseInstructionKey on Left)Evaluation SummaryEvaluationMethod(UseEvaluationKey on Left)CommentsCompetent Initials DateYes NoDemonstrates knowledge of basic selections of ADT, BARPerformed mini- registration of new patientPerformed scheduling & canceling of appointmentPerformed linking of appointment for deaf interpreterPresented at Ambulatory Services/UMG Orientation: LCRSystemSee Unit Specific PageXIII. EDUCATIONPresented at Ambulatory Services/UMG Orientation: Ability toaccess HealthStream Education SystemCompletes required yearly education courses as noted inHealthStream systemSafetyICCPRCode BlueLaboratoryAge SpecificUnit SpecificCorporate ComplianceHIPAAAttends job related in-services throughout the yearSee Unit Specific PageInitials/Name: ___us/Ute Schroeder___________ Initials/Name: ______________________________ Initials/Name: __________________________Competency Checklist Updated: 9/05, 7/07, 1/08, 4/08

INITIAL UMG/JDH AMBULATORY COMPETENCY CHECKLIST 8 of 8Position Title: Medical AssistantDepartment: RheumatologyEmployee Name:Method of Instruction Key:P = Protocol/Procedure ReviewE = Education SessionS = Self Learning PackageC = Clinical PracticeD = DemonstrationMethod of Evaluation Key:O = Observation (in clinical setting)RD = Return DemonstrationT = Written TestV = Verbal ReviewMethod ofInstruction(UseInstructionKey on Left)Evaluation SummaryEvaluationMethod(UseEvaluationKey on Left)CommentsCompetent Initials DateYes NoGlucometerBiopsy traysUNIT SPECIFIC CHECKLIST:II. EQUIPMENTVI. DECENTRALIZED LABFingerstick blood sugar testingVII. PROVISION OF CARESet up and Assist with Skin/Lip BiopsiesXII. IDX SCHEDULING & REGISTRATIONSYSTEM and CLINICAL INFORMATIONSYSTEMSQuest Care 360Initials/Name: ___us/Ute Schroeder___________ Initials/Name: ______________________________ Initials/Name: __________________________Competency Checklist Updated: 9/05, 7/07, 1/08, 4/08