Skills Checklist

Medical Assistant Checklist

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Clinical Setting

Rank each of the following sections on a scale of 1 to 4: 1) No experience 2) Limited experience 3) Experienced 4) Very Experienced Experience in the following clinical service settings: *

Skilled Nursing Facility
Long term care
Assisted Living
Rehabilitation hospital/LTAC
Behavioral Health
Acute care/hospital
Clinic/Ambulatory
Physician office

Anatomy & Physiology

Rank each of the following sections on a scale of 1 to 4: 1) No experience 2) Limited experience 3) Experienced 4) Very Experienced Competent in normal structures, pathophysiology, and disease processes of: *

Cardiovascular system
Respiratory system
Musculoskeletal system
Integumentary system
Nervous system
Gastrointestinal system
Genitourinary system
Reproductive system
Endocrine system
Hepatic/Lymphatic systems

Infection Control

Rank each of the following sections on a scale of 1 to 4: 1) No experience 2) Limited experience 3) Experienced 4) Very Experienced Implementation and management of: *

Hand hygiene
Precautions (contact, airborne, droplet)
Prevention and protocols for known infections
Prevention and protocols for MRSA, C.Diff, Sepsis, etc.
Prevention of surgical site infections
Cleaning supplies, equipment, and treatment rooms
Sterilization of instruments
PPE for standard precautions
Biohazard disposal/waste
Sterile technique

Patient Preparation

Rank each of the following sections on a scale of 1 to 4: 1) No experience 2) Limited experience 3) Experienced 4) Very Experienced Initiate and complete these tasks: *

Blood pressure
Pulse
Temperature
Oxygen saturation
Height and weight
Recognize normal and abnormal values
Auscultation and palpation during physical examination
Body positioning/draping
Subjective data collection (chief complaint, medical history, family history, etc.)

Procedures

Rank each of the following sections on a scale of 1 to 4: 1) No experience 2) Limited experience 3) Experienced 4) Very Experienced Initiate, assist, and/or complete these tasks: *

Eye irrigation
Ear irrigation
Dressing change
Suture/staple removal
Sterile procedures
Skin preparation
Instrument set up

Collection of specimens

Rank each of the following sections on a scale of 1 to 4: 1) No experience 2) Limited experience 3) Experienced 4) Very Experienced Initiate, assist, and/or complete these tasks:*

Straight urinary catheterization
Use of incubator
Venipuncture for blood collection
Selection of appropriate colored tubes
Clean catch urine
24-hr urine collection
Fecal specimen
Sputum specimen
Swabs (throat, genital, wound, nasopharyngeal)
Proper labeling
Specimen preservation (refrigeration, etc.)
Use of centrifuge
Use of microscope
Microbiology slides
QA/QC of laboratory and/or diagnostic equipment

Diagnostic testing

Rank each of the following sections on a scale of 1 to 4: 1) No experience 2) Limited experience 3) Experienced 4) Very Experienced Initiate, assist, and/or complete these tasks:*

Allergy testing
Holter monitor application
Cardiac stress test
EKG
Blood glucose (capillary) testing
Color-blind testing
Visual acuity testing
Auditory/hearing testing
Pulmonary function testing
TB/PPD skin testing

Pharmacology

Rank each of the following sections on a scale of 1 to 4: 1) No experience 2) Limited experience 3) Experienced 4) Very Experienced Initiate, calculate, assist, and/or complete these tasks: *

Rectal suppositories
Use of ampules
Use of powder for reconstitution
Administration of allergy injections
Preparing medications for PO, SQ, SL, ID, IM or topical route
Calculating dosages including metric conversions
IM injections (including Z-track)
SQ injections (including site and needle selection)
Oral and/or sublingual medications
Topical medication application
Eye, ear, nose drop installation
Intradermal
Use of multidose vials
Pre-filled cartridges/needles
Six rights of medication administration
Administration of immunizations
Knowledge of classes of drugs, including indications, side effects, and contraindications

Emergency Management

Rank each of the following sections on a scale of 1 to 4: 1) No experience 2) Limited experience 3) Experienced 4) Very Experienced Identification, interventions, and responses including: *

Poisoning
CVA (stroke)
Shock
Seizures
Diabetic ketoacidosis
Head injury/concussion
Animal/insect bite
Bleeding
Burns
Cardiac/Respiratory arrest
BLS/CPR protocol
Use of AED
Foreign body obstruction
Choking
Bone fractures
Asthmatic attack
Hyperventilation
Use of crash cart/emergency supplies
Emergency response plans

Patient Education

Rank each of the following sections on a scale of 1 to 4: 1) No experience 2) Limited experience 3) Experienced 4) Very Experienced Review, discuss and determine patient's knowledge of: *

Anticoagulant monitoring
Cholesterol monitoring
Osteoporosis/bone density
Health maintenance and disease prevention
Home blood glucose monitoring
Patient mobility and assistive devices
Pre-/Post-Op care instructions
Blood pressure monitoring
Various diets (cardiac, diabetic, low salt, low carb, low fat, etc.)
Weight loss remedies
Food allergies
Smoking/tobacco cessation
Substance abuse
Domestic violence/abuse

Front & Back Office

Rank each of the following sections on a scale of 1 to 4: 1) No experience 2) Limited experience 3) Experienced 4) Very Experienced Identification, management, and implementation of: *

Data entry of post charges, post payments, post adjustments
Petty cash management
Commercial insurance plans
TRICARE
Diagnosis Related Groups (DRGs)
Billing procedures
New patient appointments
Routine vs. emergent appointments
Coordination with outside services (lab, radiology, etc.)
Physician delay/unavailability
Reminders/Call system for appointments
CPT codes
ICD-10 codes
Medicare/Medicaid
Confidentiality of PHI
HIPAA rules and subsequent policies

General & Other

Rank each of the following sections on a scale of 1 to 4: 1) No experience 2) Limited experience 3) Experienced 4) Very Experienced Experience/competency with the following: *

EMR - McKesson
EMR - Meditech
EMR - Cerner
Glucometer (e.g. Contour, Accu-check, OneTouch, Abbott, etc.)
Pain assessment scales (e.g. 1-10, Wong-Baker, etc.)
Incident/Occurrence reports
EMR - Epic
Pyxis medication dispensing system

Age Specific

Rank each of the following sections on a scale of 1 to 4: 1) No experience 2) Limited experience 3) Experienced 4) Very Experienced Care of the following age groups: *

Infant (birth to 1 year)
Toddler (ages 1-3 years)
Preschooler (ages 4-5 years)
Childhood (ages 6-12 years)
Adolescent (ages 13-21 years)
Young adults (ages 22-39 years)
Adults (ages 40-64 years)
Older adults (ages 65-79 years)
Elderly (ages 80+ years)