Assessor Resource

FNSISV407
Use medical terminology in an insurance context

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to understand, use and respond to important information involving medical terminology in relation to insurance policies.

It applies to individuals involved in the provision of services in the insurance sector where medical and health considerations are a core function of responsibility.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Interpret insurance-based information containing medical terminology

1.1 Receive, interpret and follow written and verbal instructions containing medical terminology

1.2 Read and interpret documentation containing medical terminology

1.3 Seek clarification when necessary

2. Communicate using medical terminology

2.1 Use medical terminology in insurance-based communications with stakeholders

2.2 Spell and pronounce medical terminology correctly

2.3 Seek specialist advice from appropriate authority as necessary

2.4 Use medical abbreviations where appropriate

2.5 Explain medical terminology in simple language to stakeholders

Evidence of the ability to:

accurately interpret and respond to instructions containing commonly used medical terminology and abbreviations

use medical terminology appropriately in:

insurance contexts

simple language.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

outline organisational policy, procedures and guidelines relevant to medical insurance terminology

describe relevant organisational products that relate to medical insurance

identify and describe relevant codes or compliance requirements that may refer to the medical insurance sector

define what is meant by ‘medical insurance terminology’

explain procedures and practice in communicating medical terms in insurance

outline ethical issues and good practice in communicating to clients about medical matters in insurance

describe ways to maintain an up-to-date personal knowledge of medical terminology used in insurance contexts.

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the insurance services field of work and include access to:

organisational records

organisational policy, procedures, legislation and regulations as they relate to contracts of insurance

a range of common technology and software.

Assessors must satisfy NVR/AQTF assessor requirements.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Interpret insurance-based information containing medical terminology

1.1 Receive, interpret and follow written and verbal instructions containing medical terminology

1.2 Read and interpret documentation containing medical terminology

1.3 Seek clarification when necessary

2. Communicate using medical terminology

2.1 Use medical terminology in insurance-based communications with stakeholders

2.2 Spell and pronounce medical terminology correctly

2.3 Seek specialist advice from appropriate authority as necessary

2.4 Use medical abbreviations where appropriate

2.5 Explain medical terminology in simple language to stakeholders

Evidence of the ability to:

accurately interpret and respond to instructions containing commonly used medical terminology and abbreviations

use medical terminology appropriately in:

insurance contexts

simple language.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

outline organisational policy, procedures and guidelines relevant to medical insurance terminology

describe relevant organisational products that relate to medical insurance

identify and describe relevant codes or compliance requirements that may refer to the medical insurance sector

define what is meant by ‘medical insurance terminology’

explain procedures and practice in communicating medical terms in insurance

outline ethical issues and good practice in communicating to clients about medical matters in insurance

describe ways to maintain an up-to-date personal knowledge of medical terminology used in insurance contexts.

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the insurance services field of work and include access to:

organisational records

organisational policy, procedures, legislation and regulations as they relate to contracts of insurance

a range of common technology and software.

Assessors must satisfy NVR/AQTF assessor requirements.
Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Receive, interpret and follow written and verbal instructions containing medical terminology 
Read and interpret documentation containing medical terminology 
Seek clarification when necessary 
Use medical terminology in insurance-based communications with stakeholders 
Spell and pronounce medical terminology correctly 
Seek specialist advice from appropriate authority as necessary 
Use medical abbreviations where appropriate 
Explain medical terminology in simple language to stakeholders 

Forms

Assessment Cover Sheet

FNSISV407 - Use medical terminology in an insurance context
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

FNSISV407 - Use medical terminology in an insurance context

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: