Assessor Resource

HLTADM003
Facilitate a coordinated approach to client care

Assessment tool

Version 1.0
Issue Date: March 2024


This unit describes the skills and knowledge required to provide instructions and information to clients, pro-actively follow up clients and liaise with other service providers to support a coordinated care approach.

This unit applies to individuals who assist and work under the delegation of health professionals.

The skills in this unit must be applied in accordance with Commonwealth and State/Territory legislation, Australian/New Zealand standards and industry codes of practice.

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 define the essential outcomes

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

1. Provide instruction and information to clients

1.1 Adhere to scope of own role in providing medical information according to regulatory requirements

1.2 Read information and check its currency and accuracy prior to provision of information to clients

1.3 Instruct and inform clients as per health professional request, ensuring consistency of message

2. Follow up clients

2.1 Recall clients as per practice protocols and health professional instructions

2.2 Interpret and manage the medical practice reminder system according to procedures

2.3 Monitor ‘did not attend’ clients and follow up appropriately

2.4 Identify critical client appointments and follow up according to protocols if clients fails to attend

2.5 Accurately record communication with, and in regard to, clients

3. Exchange information among providers

3.1 Ensure information exchange, including methods, adheres to legislative requirements and industry standards

3.2 Facilitate participation in programs designed to support information exchange

3.3 Pro-actively identify and follow up missing information

4. Facilitate multi-disciplinary approach to client care

4.1 Gather information about local service providers and health care programs and maintain its currency

4.2 Make service provider and health care program information readily available to colleagues

4.3 Liaise with other service providers and organise required care as per health professional request

4.4 Coordinate case discussions amongst providers, when required

4.5 Complete required paperwork or documentation for referral as per health professional request

4.6 Provide complete and correct information to clients

The candidate must show evidence of the ability to complete tasks outlined in elements and performance criteria of this unit, manage tasks and manage contingencies in the context of the job role. There must be evidence that the candidate has:

identified at least 3 different clients for whom follow up is required in the case of appointment non-attendance

provided accurate information or instruction to at least 3 clients with different medical needs.

The candidate must be able to demonstrate essential knowledge required to effectively complete tasks outlined in elements and performance criteria of this unit, manage tasks and manage contingencies in the context of the work role. This includes knowledge of:

legal and ethical considerations for information exchange and provision (national, state/territory, local):

duty of care

informed consent

records management

privacy, confidentiality and disclosure

industry standards

work role boundaries – responsibilities and limitations, including limitations around types of information to be provided by non-professionals

types of information provision that may be delegated by health professionals:

provision of educational material – preventative, promotional, self-management

instructions for use of medical equipment or supplies

information about procedures

preparation procedures for diagnostic testing

where to go for certain tests or treatment

key requirements of systems and procedures for effective management of reminder systems

scope and availability of other health services and programs, including:

eligibility

access and referral requirements

costs and funding mechanisms

home and community care (HACC)

Medical Benefits Schedule (MBS)

Pharmaceutical Benefits Scheme (PBS)

typical private health insurance provisions

Department of Veterans Affairs, (DVA)

WorkCover

key features of how they operate

methods to ensure currency of information

ways in which information is exchanged and services are organised between different health providers:

key information

documentation requirements

Skills must have been demonstrated in the workplace or in a simulated environment that reflects workplace conditions. The following conditions must be met for this unit:

use of suitable resources including:

online or hard copy provider directories

client information materials

client record keeping systems

modelling of industry operating conditions, including:

interaction with clients

integration of situations requiring problem solving

Assessors must satisfy the Standards for Registered Training Organisations (RTOs) 2015/AQTF mandatory competency requirements for assessors.


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 define the essential outcomes

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

1. Provide instruction and information to clients

1.1 Adhere to scope of own role in providing medical information according to regulatory requirements

1.2 Read information and check its currency and accuracy prior to provision of information to clients

1.3 Instruct and inform clients as per health professional request, ensuring consistency of message

2. Follow up clients

2.1 Recall clients as per practice protocols and health professional instructions

2.2 Interpret and manage the medical practice reminder system according to procedures

2.3 Monitor ‘did not attend’ clients and follow up appropriately

2.4 Identify critical client appointments and follow up according to protocols if clients fails to attend

2.5 Accurately record communication with, and in regard to, clients

3. Exchange information among providers

3.1 Ensure information exchange, including methods, adheres to legislative requirements and industry standards

3.2 Facilitate participation in programs designed to support information exchange

3.3 Pro-actively identify and follow up missing information

4. Facilitate multi-disciplinary approach to client care

4.1 Gather information about local service providers and health care programs and maintain its currency

4.2 Make service provider and health care program information readily available to colleagues

4.3 Liaise with other service providers and organise required care as per health professional request

4.4 Coordinate case discussions amongst providers, when required

4.5 Complete required paperwork or documentation for referral as per health professional request

4.6 Provide complete and correct information to clients

The candidate must show evidence of the ability to complete tasks outlined in elements and performance criteria of this unit, manage tasks and manage contingencies in the context of the job role. There must be evidence that the candidate has:

identified at least 3 different clients for whom follow up is required in the case of appointment non-attendance

provided accurate information or instruction to at least 3 clients with different medical needs.

The candidate must be able to demonstrate essential knowledge required to effectively complete tasks outlined in elements and performance criteria of this unit, manage tasks and manage contingencies in the context of the work role. This includes knowledge of:

legal and ethical considerations for information exchange and provision (national, state/territory, local):

duty of care

informed consent

records management

privacy, confidentiality and disclosure

industry standards

work role boundaries – responsibilities and limitations, including limitations around types of information to be provided by non-professionals

types of information provision that may be delegated by health professionals:

provision of educational material – preventative, promotional, self-management

instructions for use of medical equipment or supplies

information about procedures

preparation procedures for diagnostic testing

where to go for certain tests or treatment

key requirements of systems and procedures for effective management of reminder systems

scope and availability of other health services and programs, including:

eligibility

access and referral requirements

costs and funding mechanisms

home and community care (HACC)

Medical Benefits Schedule (MBS)

Pharmaceutical Benefits Scheme (PBS)

typical private health insurance provisions

Department of Veterans Affairs, (DVA)

WorkCover

key features of how they operate

methods to ensure currency of information

ways in which information is exchanged and services are organised between different health providers:

key information

documentation requirements

Skills must have been demonstrated in the workplace or in a simulated environment that reflects workplace conditions. The following conditions must be met for this unit:

use of suitable resources including:

online or hard copy provider directories

client information materials

client record keeping systems

modelling of industry operating conditions, including:

interaction with clients

integration of situations requiring problem solving

Assessors must satisfy the Standards for Registered Training Organisations (RTOs) 2015/AQTF mandatory competency requirements for assessors.

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
 
Adhere to scope of own role in providing medical information according to regulatory requirements 
Read information and check its currency and accuracy prior to provision of information to clients 
Instruct and inform clients as per health professional request, ensuring consistency of message 
Recall clients as per practice protocols and health professional instructions 
Interpret and manage the medical practice reminder system according to procedures 
Monitor ‘did not attend’ clients and follow up appropriately 
Identify critical client appointments and follow up according to protocols if clients fails to attend 
 
Ensure information exchange, including methods, adheres to legislative requirements and industry standards 
Facilitate participation in programs designed to support information exchange 
Pro-actively identify and follow up missing information 
Gather information about local service providers and health care programs and maintain its currency 
Make service provider and health care program information readily available to colleagues 
Liaise with other service providers and organise required care as per health professional request 
Coordinate case discussions amongst providers, when required 
Complete required paperwork or documentation for referral as per health professional request 
Provide complete and correct information to clients 

Forms

Assessment Cover Sheet

HLTADM003 - Facilitate a coordinated approach to client care
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

HLTADM003 - Facilitate a coordinated approach to client care

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: