Medical Assistant - Acute Skills Checklist

Medical Assistant - Acute All the fields are mandatory

Name

Telephone (999-999-9999)

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Instructions: This checklist is meant to serve as a general guideline for our client facilities as to the level of your skills within your nursing specialty. Please use the scale below to describe your experience/expertise in each area listed below.

Proficiency : -	1 = Never Performed	2 = Limited Experience	3 = Comfortable Performing	4 = Proficient
Frequency : -	1 = Never	2 = Sometimes	3 = Often	4 = Always

Infant (Birth to 1 year)

1

2

3

4

1

2

3

4

Toddler (1–3 years)

1

2

3

4

1

2

3

4

Pre-school (3–6 years)

1

2

3

4

1

2

3

4

School Age (6–12 years)

1

2

3

4

1

2

3

4

Adolescent (12–18 years)

1

2

3

4

1

2

3

4

Young Adult (18–30 years)

1

2

3

4

1

2

3

4

Mature Adult (30–60 years)

1

2

3

4

1

2

3

4

Elderly (>60 years)

1

2

3

4

1

2

3

4

Perform telephone/in-person screening

1

2

3

4

1

2

3

4

Obtain vital signs

1

2

3

4

1

2

3

4

Apply pulse oximeter

1

2

3

4

1

2

3

4

Obtain pediatric measurements/growth chart

1

2

3

4

1

2

3

4

Obtain/Record patient intake (e.g., PMH, CC,
medication, reconciliation)

1

2

3

4

1

2

3

4

Perform pain assessment

1

2

3

4

1

2

3

4

Perform wellness screenings (e.g., cancer,
nicotine, domestic violence)

1

2

3

4

1

2

3

4

Administer medications (e.g., PO, IM, SQ)

1

2

3

4

1

2

3

4

Administer immunizations and update records

1

2

3

4

1

2

3

4

Placement/Reading of PPD

1

2

3

4

1

2

3

4

Use transfer assistive devices (e.g., gait belt,
walker, lift)

1

2

3

4

1

2

3

4

Use glucometer

1

2

3

4

1

2

3

4

Apply oxygen

1

2

3

4

1

2

3

4

Perform vision screening

1

2

3

4

1

2

3

4

Perform hearing screening

1

2

3

4

1

2

3

4

Perform respiratory testing (e.g., PFTs, peak flow)

1

2

3

4

1

2

3

4

Perform basic life support (BLS)

1

2

3

4

1

2

3

4

Adhere to standard and transmission-based
precautions with PPE

1

2

3

4

1

2

3

4

Assist provider with minor surgical procedures
and treatments

1

2

3

4

1

2

3

4

Suture/Staple removal

1

2

3

4

1

2

3

4

Ear/Eye irrigation

1

2

3

4

1

2

3

4

Cast care/splint

1

2

3

4

1

2

3

4

Urinary catheter insertion/removal

1

2

3

4

1

2

3

4

Nasogastric (NG) tube insertion/removal

1

2

3

4

1

2

3

4

Nasopharyngeal suctioning

1

2

3

4

1

2

3

4

Discontinue IV

1

2

3

4

1

2

3

4

Specimen collection: Blood

1

2

3

4

1

2

3

4

Specimen collection: Urine, Stool, sputum

1

2

3

4

1

2

3

4

Specimen collection: Swab (e.g., throat,
nasopharyngeal, wound)

1

2

3

4

1

2

3

4

Diabetes, hypo/hyperglycemia

1

2

3

4

1

2

3

4

Asthma/COPD

1

2

3

4

1

2

3

4

Hypertension

1

2

3

4

1

2

3

4

MI/Chest pain

1

2

3

4

1

2

3

4

Stroke

1

2

3

4

1

2

3

4

Seizures

1

2

3

4

1

2

3

4

Respiratory distress

1

2

3

4

1

2

3

4

Allergic reaction/Anaphylaxis

1

2

3

4

1

2

3

4

Bone fractures/ Joint sprains

1

2

3

4

1

2

3

4

Bleeding control

1

2

3

4

1

2

3

4

Head trauma

1

2

3

4

1

2

3

4

Shock

1

2

3

4

1

2

3

4

Burns

1

2

3

4

1

2

3

4

Use and care of patient equipment (e.g., crutches,
blood pressure machine)

1

2

3

4

1

2

3

4

Managing conditions (e.g., hypertension,
diabetes, COPD)

1

2

3

4

1

2

3

4

Medications/Immunizations

1

2

3

4

1

2

3

4

Diagnostic tests/Minor procedures

1

2

3

4

1

2

3

4

Pre-procedure preparation instructions (e.g., fasting)

1

2

3

4

1

2

3

4

Dietary modifications/Lifestyle changes

1

2

3

4

1

2

3

4

Discharge/Follow-up

1

2

3

4

1

2

3

4

Use SBAR

1

2

3

4

1

2

3

4

Perform handoff communication

1

2

3

4

1

2

3

4

Adhere to delegation rights

1

2

3

4

1

2

3

4

Participate in interdisciplinary team meetings

1

2

3

4

1

2

3

4

Cultural diversity awareness

1

2

3

4

1

2

3

4

Adapt communication (language, cognitive, age,
visual/hearing impairment)

1

2

3

4

1

2

3

4

Schedule/Manage appointments

1

2

3

4

1

2

3

4

Initiate patient medical record

1

2

3

4

1

2

3

4

File/Update medical records

1

2

3

4

1

2

3

4

Electronic documentation

1

2

3

4

1

2

3

4

Coordination of referrals (e.g., social worker,
home health, hospice)

1

2

3

4

1

2

3

4

Telehealth services

1

2

3

4

1

2

3

4

Coordinate patient transfers

1

2

3

4

1

2

3

4

Data entry

1

2

3

4

1

2

3

4

Answering phones

1

2

3

4

1

2

3

4

Billing entry

1

2

3

4

1

2

3

4

ICD-10 Coding

1

2

3

4

1

2

3

4

CPT Coding

1

2

3

4

1

2

3

4

Healthcare Common Procedure Coding
System (HCPCS Level II)

1

2

3

4

1

2

3

4

Insurance billing/verification

1

2

3

4

1

2

3

4

Restock medical/office supplies

1

2

3

4

1

2

3

4

Prepare supplies/patient room for procedures

1

2

3

4

1

2

3

4

Medical equipment calibration/maintenance

1

2

3

4

1

2

3

4

HIPAA laws and handling PHI

1

2

3

4

1

2

3

4

Advance directives, POA, DNR

1

2

3

4

1

2

3

4

Reportable patient conditions (e.g., abuse/neglect,
dog bites, communicable diseases)

1

2

3

4

1

2

3

4

Informed consent

1

2

3

4

1

2

3

4

Incident reports

1

2

3

4

1

2

3

4

General clinic > 5 MDs practice

1

2

3

4

1

2

3

4

MD office < 5 MDs practice

1

2

3

4

1

2

3

4

General internal medicine

1

2

3

4

1

2

3

4

HIV/Infection control

1

2

3

4

1

2

3

4

Oncology practice

1

2

3

4

1

2

3

4

Orthopedic practice

1

2

3

4

1

2

3

4

Health/Wellness Screening

1

2

3

4

1

2

3

4

Occupational Health

1

2

3

4

1

2

3

4

Pediatric practice

1

2

3

4

1

2

3

4

OB/GYN practice

1

2

3

4

1

2

3

4

Surgical practice

1

2

3

4

1

2

3

4

Utilization review/Case management

1

2

3

4

1

2

3

4

Urgent care clinic

1

2

3

4

1

2

3

4

Hospital

1

2

3

4

1

2

3

4

Rehabilitation center

1

2

3

4

1

2

3

4

Long-term care facility

1

2

3

4

1

2

3

4

Years Experience in Clinical Specialty :

Most recent facility worked at :

I hereby certify that ALL information I have provided to Clover Health Services, on this skills checklist and all other documentation, is true and accurate. I understand and acknowledge that any misrepresentation or omission may result in disqualification from employment and/or immediate termination.