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Medical Assistant

Medical Assistant

This checklist was electronically signed on September 12, 2026

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 Scale:

1 = No Experience

2 = Need Training

3 = Able to perform with supervision

4 = Able to perform independently

PATIENT RIGHTS

Communicate and obtain information while respecting patient rights, privacy, and confidentiality of information by the Health Insurance Portability and Accountability Act of 1996 (HIPAA)
Involve the patient and family and respect their role in determining the nature of care to be provided
Meet patients' and families' needs regarding communication, including interpreter services
Provide accurate information to patients and families promptly

COMMUNICATION

Communicate with patients and their companions in a courteous manner
Understand the chain of communication, who to contact, and when
Listen actively to patient concerns and address them appropriately.
Cultural Sensitivity and Language Skills

GENERAL INFECTION CONTROL MEASURES

Aseptic Technique
Standard Precaution
Universal Precaution

TRANSMISSION-BASED PROTOCOL

Airborne Precaution
Contact Precaution
Droplet Precaution
Reverse Precaution

CLERICAL FUNCTIONS

Schedule and Manage Appointments
Schedule for Inpatient and Outpatient Admissions and Procedures
Perform Medical Transcription
Organize Patient’s Medical Record
File Medical Records

BOOKKEEPING PROCEDURES

Prepare a Bank Deposit
Reconcile Bank Statement
Perform Accounts Receivable Procedures
Perform Accounts Payable Procedures
Perform Billing and Collection Procedures
Prepare a Check
Establish and Maintain a Petty Cash Fund

INSURANCE CLAIMS PROCESS

Apply Managed Care Policies and Procedures
Apply Third Part Guidelines
Obtain Managed Care Referrals and Precertification
Perform Procedural Coding
Perform Diagnostic Coding
Complete Insurance Claim Forms
Use Physician’s Fee Schedule

FUNDAMENTAL PRINCIPLES

Perform Handwashing
Wrap Item for Autoclaving
Perform Sterilization Techniques
Dispose of Biohazardous Materials
Practice Standard Precautions

GENERAL CLINICAL SKILLS

Vital Signs
Obtaining Medical Histories
Height and Weight
Blood Pressure
Peripheral Pulses
Draping and Preparing Patients for Exams
Explaining Treatment Procedures
Dressing Changes
Sterile Technique
Ear Irrigation
Enemas
Suture Removal

CARDIAC

Use of Cardiac Monitors
Telemetry
Perform 12-Lead EKG
Assist with Code

NEUROLOGY

Neurological Evaluation
Glascow Coma Scale
Assist with Lumbar Puncture
Seizure Precautions

ORTHOPEDIC

Ace Wraps
Assist in Cast Application
Splinting
Crutch Assembly
Crutch Walking Instructions
Cane Instructions
Traction

RESPIRATORY

Open / Monitor Airway
Oxygen Saturation Spot Checks
Oxygen Saturation Monitors
Incentive Spirometry
Nasal Cannula
Face Masks

GASTROINTESTINAL

Assist with Nutritional Evaluation
Assist with Feedings

OB/GYN

Assist with Vaginal Exam
Assist with Colonoscopy
Assist with Cryosurgery
Assist with IUD Insertion
Assist with D&C
Cultures
Pap Smear
Fetal Doppler
Fetal Non-Stress Test
Perineal Care
Douches
Use of Contraceptives

PEDIATRIC

Height
Weight
Head Circumference
Immunizations

LABORATORY SKILLS

Venipuncture
Routine Urine Dipstick
Midstream Urine Analysis Collection
Clean Catch Urine Analysis Collection
Urine Drug Screen Collection
Throat Cultures
Wound Cultures
Accucheck

MEDICATION/IV THERAPY

Administer IM Medications
Administer SQ Medications
Administer PO Medications
Administer Topical Medications
Assist in Discontinue Peripheral IV's
Pain Assessment
Pain Management

AUTOMATED MEDICATION DISPENSING SYSTEMS

Accudose
Metro
Omnicell
Promanager Rx
Pyxis
eMAR

ELECTRONIC DOCUMENTATION

Allscripts
Care360
Cerner(Oracle)
CPSI
eCLinicalWorks
Eclipsys
EPIC
MACLAB
McKesson/Paragon
Meditech
PACS
Quadramed
Soarian

AGE-SPECIFIC COMPETENCIES

Newborn/Neonate (birth-30days)
Infant (31 days-1 year)
Toddler (1-3 years)
Preschooler (3-5 years)
School-age children (5-12 years)
Adolescents (12-18 years)
Young adults (18- 39 years)
Middle adults (39- 64 years)
Older adults (64-79 years)
Elderly adults (80+ years)

MEDICATION

Antianginal
Antiarrhythmic Drugs
Anticholinergic
Anticoagulants/Thrombolytics
Antidiabetic Drugs
Anti-Infectives
Anti-Inflammatory/Analgesic Drugs
Antihyperlipidemic Drugs
Antihypertensive
Antineoplastic/Anti-Cancer Drugs
Biological Agents/Monoclonal Antibodies
CNS Stimulants
Diuretics
Electrolyte Therapy
Gastrointestinal Drugs
Hormones
Immune Globulins
Inotropic Drugs
Interferons
Interleukins
Immunosuppressants
Mental Health Medications
Muscle Relaxants
Narcotics/Opioids
Neurocognitive Drugs
Neuromuscular Blocking Agent
Ophthalmic
Pulmonary Drugs
Radiocontrast Agents
Steroids
Tocolytics
Vaccines