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Licensed Clinical Social Worker

Licensed Clinical Social Worker

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 in accordance with 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 patient's and families' needs regarding communication, including interpreter services
Provide accurate information to patients and families in a timely manner

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

TRANSMISSION-BASED PROTOCOL

Aseptic Technique
Standard Precaution
Universal Precaution
Airborne Precaution
Contact Precaution
Droplet Precaution
Reverse Precaution

ASSESSMENT PROCESS

Assesses Response to Treatment
Conducts Complete Initial Evaluation
Development of Problem List
Development and Revision of Care Plan
Establish and Revise Goals
Health History
Physical Examination and Review of System

DOCUMENTATION

ADHERES TO PLAN OF CARE

Discharge Summary
Initial Assessment and Plan
Physician’s Orders
Skilled Visit Notes

EFFECTIVE CASE COORDINATION

Communicates/Coordinates if Appropriate
Documents according to Plan of Care
Performs Services as Ordered
Attends/participates in case conferences as required.
Community Resources
Reports and Documents Key Information to Physician, Supervisor, and Case Manager
Team Member (RN, PT, OT, ST, LPN/LVN)

ASSESSMENT AND EVALUATION

Emotional Assessment
Financial Assessment
Psychosocial Assessment
Spiritual Assessment
Terminal Care Assessment

PATIENT EDUCATION AND CARE PARTICIPATION

Assist the Interdisciplinary Team with Understanding Significant Social and Emotional Factors related to health problems.
Development of a Realistic and Actionable Goals List
Develops and Implements Teaching Plan
Engage Patients and Families in the development of a Care Plan based on identified problems/goals.
Establish Rapport with Patients/Families
Locate/Identify and Provide Appropriate, accurate, and up-to-date Community Resources related to patients' needs.
Participate in Case Conference Activities
Participate in Discharge Planning Activities
Provision of Anticipatory Guidance when presenting Care Plan
Serve as a Liaison between Patients/Families and resource providers.
Serve as an Advocate for Patient-Centered Care

ELECTRONIC DOCUMENTATION

Allscripts
Amazing Charts
Aprima Medical Software
athenaClinicals
Athenahealth
AthenaOne by Epocrates
Azalea Health
Care360
Cerner (Oracle)
CPSI
DrChrono
eCLinicalWorks
Eclipsys
EPIC
GE Centricity
GE Healthcare
Greenway Health
Kareo
MACLAB
McKesson/Paragon
Meditech
Modernizing Medicine
NaviNet
Netsmart
NextGen Healthcare
PACS
Praxis EMR
Quadramed
Quanum EHR by Quest Diagnostics
Soarian
Surescripts
Virence Health

AGE SPECIFIC COMPETENCIES

Newborn/Neonate (birth to 30 days)
Infant (31 days to 12 months)
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)