Medical Assistant
Competency checklist
T2. Perform cardiac monitoring (EKG, ECG) tests
functioning of EKG equipment
T4. Recognize abnormal or emergent EKG results (for example, dysrhythmia, arrhythmia, versus
artifact)
. Transmit results or report to patient's EMR or paper chart, and provider
4. Patient Care Coordination and Education
T1. Review patient record prior to visit to ensure health care is comprehensively addressed
T2. Collaborate with healthcare providers and community
T3. Assist providers in coordinating care with community agencies for clinical
T4. Facilitate patient compliance (for example, continuity of care, follow up, medication compliance)
to optimize health outcomes
T5. Participate in transition of care for patients
care (for example, patient
centered medical home [PCMH],
Accountable Care Organization [ACO])
5. Administrative Assisting
T1. Schedule and monitor patient appointments using electronic and paper
T2. Verify insurance coverage/financ
T3. Identify and check patients in/out
T4. Verify diagnostic and procedural codes
T5. Obtain and verify prior authorizations and pre
T6. Prepare documentation and billing requests using current coding guidelines
re that documentation complies with government and insurance requirements
. Bill patients, insurers, and third party payers for services performed
. Assist/resolve billing issues with insurers and third party payers, including appeals and
. Manage electronic and paper medical records
. Facilitate/generate referrals to other healthcare providers and allied healthcare professionals
. Provide customer service and facilitate service recovery (for example, follow up patient c
appointment confirmations, monitor patient flow sheets, collect on accounts, make up for poor
customer service)
. Enter information into databases or spreadsheets (for example, Excel, EHR & EMR, billing
modules, scheduling systems)