Medical Assistant - Ambulatory Care Skills Checklist

Medical Assistant - Ambulatory Care All the fields are mandatory

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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

Proper hand hygiene

1

2

3

4

1

2

3

4

Proper identification of patient using at least two
identifiers

1

2

3

4

1

2

3

4

Proper use of personal protective equipment (PPE)

1

2

3

4

1

2

3

4

Perform manual and automatic blood pressure

1

2

3

4

1

2

3

4

Obtain temperature

1

2

3

4

1

2

3

4

Obtain pulse

1

2

3

4

1

2

3

4

Obtain respirations

1

2

3

4

1

2

3

4

Obtain height

1

2

3

4

1

2

3

4

Obtain weight (infant and adult)

1

2

3

4

1

2

3

4

Obtain length and head circumference (infant)

1

2

3

4

1

2

3

4

Perform visual acuity screening

1

2

3

4

1

2

3

4

Perform hearing acuity screening

1

2

3

4

1

2

3

4

Educate the patient and initiate spirometry

1

2

3

4

1

2

3

4

Perform pulse oximetry

1

2

3

4

1

2

3

4

Check patients in/out of appointments

1

2

3

4

1

2

3

4

Room patients

1

2

3

4

1

2

3

4

Gather patient history (e.g., medical, social,
psychosocial, cultural, surgical)

1

2

3

4

1

2

3

4

Perform basic physical assessment (e.g., inspection
of skin condition)

1

2

3

4

1

2

3

4

Recognize and understand anatomical and
physiological terminology

1

2

3

4

1

2

3

4

Recognize and understand medical
abbreviations/symbols

1

2

3

4

1

2

3

4

Communicate effectively with patients and providers

1

2

3

4

1

2

3

4

Communicate medical care and procedures to
patients

1

2

3

4

1

2

3

4

Recognize and understand terminology specific
to outpatient settings

1

2

3

4

1

2

3

4

Assist in patient positioning and mobility

1

2

3

4

1

2

3

4

Perform basic wound care (e.g., cleaning, bandaging)

1

2

3

4

1

2

3

4

Perform sterile dressing changes

1

2

3

4

1

2

3

4

Dress wound after removal of staples or sutures

1

2

3

4

1

2

3

4

Assist in physical and wellness exams

1

2

3

4

1

2

3

4

Assist in minor surgical procedures (e.g., biopsies,
excisions)

1

2

3

4

1

2

3

4

Perform electrocardiography (EKG)

1

2

3

4

1

2

3

4

Remove catheters

1

2

3

4

1

2

3

4

Appropriate use of suction

1

2

3

4

1

2

3

4

Appropriate use of speculum

1

2

3

4

1

2

3

4

Administer oxygen

1

2

3

4

1

2

3

4

Change linens in patient exam rooms

1

2

3

4

1

2

3

4

Maintain Basic Life Support (BLS) Certification

1

2

3

4

1

2

3

4

Perform saline lock removal

1

2

3

4

1

2

3

4

Assess IV sites

1

2

3

4

1

2

3

4

Perform specimen collection (e.g., blood, stool,
urine, cultures)

1

2

3

4

1

2

3

4

Label specimens

1

2

3

4

1

2

3

4

Send specimens to laboratory for testing

1

2

3

4

1

2

3

4

Perform beta HCG testing

1

2

3

4

1

2

3

4

Prepare slides for microscopic examination

1

2

3

4

1

2

3

4

Assist in pap smear procedure and collection

1

2

3

4

1

2

3

4

Perform rapid laboratory testing (e.g., influenza A/B,
Strep, COVID)

1

2

3

4

1

2

3

4

Administer injections (e.g., intramuscular,
subcutaneous, intradermal)

1

2

3

4

1

2

3

4

Phlebotomy (e.g., intravenous/capillary puncture)

1

2

3

4

1

2

3

4

Perform blood glucose testing

1

2

3

4

1

2

3

4

Perform and review hemoglobin A1C and hematocrit
testing

1

2

3

4

1

2

3

4

Perform and review international normalized ratio
(INR) and prothrombin time (PT) testing

1

2

3

4

1

2

3

4

Document lab results and relay results to providers

1

2

3

4

1

2

3

4

Run quality control measures on laboratory tests

1

2

3

4

1

2

3

4

Sterilize instruments and equipment

1

2

3

4

1

2

3

4

Use of autoclave for sterilization

1

2

3

4

1

2

3

4

Perform proper biohazard disposal (e.g., sharps,
regulated, wastes)

1

2

3

4

1

2

3

4

Verify the six rights of medication administration

1

2

3

4

1

2

3

4

Administer medications via multiple routes
(e.g., oral, intramuscular, subcutaneous) using
proper technique

1

2

3

4

1

2

3

4

Perform vaccination administration

1

2

3

4

1

2

3

4

Provide vaccination education

1

2

3

4

1

2

3

4

Calculate medication dosages

1

2

3

4

1

2

3

4

Educate patients on medication usage

1

2

3

4

1

2

3

4

Maintain medication inventory

1

2

3

4

1

2

3

4

Verify patient demographics

1

2

3

4

1

2

3

4

Confirm patient insurance information

1

2

3

4

1

2

3

4

Enter data into the electronic medical record (EMR)
or medical chart

1

2

3

4

1

2

3

4

Explain office policies to patients

1

2

3

4

1

2

3

4

Ensure confidentiality and security of patient records

1

2

3

4

1

2

3

4

Understand and adhere to HIPAA regulations

1

2

3

4

1

2

3

4

Collect and witness informed consent

1

2

3

4

1

2

3

4

Retrieve records from other healthcare providers

1

2

3

4

1

2

3

4

Coordinate, schedule, and cancel appointments
for multiple providers

1

2

3

4

1

2

3

4

Demonstrate understanding of ICD-10 and CPT
codes for procedure and diagnoses

1

2

3

4

1

2

3

4

Process payments and co-pays

1

2

3

4

1

2

3

4

Balance financial transactions and receipts

1

2

3

4

1

2

3

4

Explain an Explanation of Benefits (EOB)

1

2

3

4

1

2

3

4

Resolve patient billing discrepancies and inquiries

1

2

3

4

1

2

3

4

Perform an inventory of office and medical supplies

1

2

3

4

1

2

3

4

Order and stock office/medical supplies

1

2

3

4

1

2

3

4

Clean shared spaces and patient rooms

1

2

3

4

1

2

3

4

Follow OSHA standards for workplace safety

1

2

3

4

1

2

3

4

Participate in compliance training and audits

1

2

3

4

1

2

3

4

Provide supportive environment for patients

1

2

3

4

1

2

3

4

Address patient concerns with empathy and
professionalism

1

2

3

4

1

2

3

4

Demonstrate active listening and understanding
during patient interactions

1

2

3

4

1

2

3

4

Maintain professional telephone etiquette

1

2

3

4

1

2

3

4

Manage multi-line phone system

1

2

3

4

1

2

3

4

Follow up with patients

1

2

3

4

1

2

3

4

Facilitate referrals according to provider orders

1

2

3

4

1

2

3

4

Collaborate with healthcare providers

1

2

3

4

1

2

3

4

Participate in team meetings

1

2

3

4

1

2

3

4

Identify issues impacting patient care and office
operations

1

2

3

4

1

2

3

4

Develop and implement solutions to address
challenges

1

2

3

4

1

2

3

4

Manage multiple tasks and shift priorities

1

2

3

4

1

2

3

4

Recognize and respect cultural differences in
healthcare practices

1

2

3

4

1

2

3

4

Communicate effectively with patients from diverse
backgrounds

1

2

3

4

1

2

3

4

Record patient sexual orientation and gender identity

1

2

3

4

1

2

3

4

Uphold professional standards and ethical guidelines

1

2

3

4

1

2

3

4

Report unethical behavior and violations of policy

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.