Assessor Resource

HLTMAMP405B
Coordinate effective functioning of a medical practice

Assessment tool

Version 1.0
Issue Date: April 2024


All skills and knowledge described in this competency unit are to be applied in line with duty of care, taking responsibility for priority of client safety and with due compliance to legal and ethical requirements, including client privacy and confidentiality

This competency unit describes the skills and knowledge required to coordinate functions of a small to medium size medical practice

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

Prerequisites

Not Applicable

Employability Skills

This unit contains Employability Skills



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.

The evidence guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this Training Package.

Critical aspects for assessment and evidence required to demonstrate this competency unit:

The individual being assessed must provide evidence of specified essential knowledge as well as skills

Consistency of performance should be demonstrated over the required range of situations relevant to the workplace

Where, for reasons of safety, space, or access to equipment and resources, assessment takes place away from the workplace, the assessment environment should represent workplace conditions as closely as possible

Method of assessment:

Assessment should involve written and/or oral examination as well as simulation, demonstration and production of simulated work samples.

Students are also to be assessed during practice placement through supervisor reports, self-reflective journals and observation

Resource implications

Assessment requires access to:

Scope of own medical assisting role

RACGP Standards for General Practices

National Health Privacy Principles

Legislation related to confidentiality, privacy and security of client information

Sample indemnity/insurance policies

Examples of employment contracts, position descriptions, duty statements, performance review templates, state employment awards

Computers and accounting software package(s)

Sample accounts

Sample performance benchmarking tools

Access and equity considerations:

All workers in the health industry should be aware of access and equity issues in relation to their own area of work

All workers should develop their ability to work in a culturally diverse environment

In recognition of particular health issues facing Aboriginal and Torres Strait Islander communities, workers should be aware of cultural, historical and current issues impacting on health of Aboriginal and Torres Strait Islander people

Assessors and trainers must take into account relevant access and equity issues, in particular relating to factors impacting on health of Aboriginal and/or Torres Strait Islander clients and communities

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.

This describes the essential skills and knowledge and their level required for this unit.

Essential knowledge:

The candidate must be able to demonstrate essential knowledge required to effectively do the task outlined in elements and performance criteria of this unit, manage the task and manage contingencies in the context of the identified work role

This includes knowledge of:

Basic human resource management and organisation behaviour principles

Change management processes

Demonstrated understanding of risk management concepts, including essential role of good communication skills

Practice accreditation requirements and processes

Practice protocols

RACGP Standards for General Practices

Relevant legislation and industry standards and codes of practice

Scope of own medical assisting role

Sources of income for practices including government incentive programs

Working knowledge of accounting software

Essential skills:

It is critical that the candidate demonstrate the ability to effectively do the task outlined in elements and performance criteria of this unit, manage the task and manage contingencies in the context of the identified work role

This includes the ability to:

Analyse data and situations and recommend improvements to systems and performance

Extract and utilise data to measure performance

Handle client complaints effectively

Process financial accounts accurately

Suggest improvements and/or participate in continuous quality improvement efforts

Use computers for accounting and data extraction

Use communication skills to:

communicate clearly

demonstrate respect for cultural and religious differences

document information appropriately in medical records

interact appropriately with members of the health care team as well as with clients from a range of social, cultural and religious backgrounds and physical and mental abilities

interpret practice protocols correctly

relay information, using appropriate medical terminology and grammar

Use problem-solving skills to:

listen and ensure thorough understanding of potentially complex issues

respond appropriately and with attention to proper protocols

Use numeracy skills to:

analyse statistics

conduct cost-benefit analyses

perform accounting and book-keeping tasks

Work within a team and use leadership skills when appropriate

The Range Statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts.

Roles may refer to:

Tasks required to perform

Influence and/or authority of position

Personal style/characteristics

Ability to relate to others in the team

Financial administration tasks may include:

Handle banking and accounts reconciliation

Manage accounts payable and accounts receivable

Age outstanding accounts and follow up as per practice protocols

Manage petty cash

Government incentives may include:

Practice Incentive Program (PIP)

Service Incentive Payments (SIP)

General Practice Immunisation Incentive (GPII)

Outer metropolitan program

Rural general practice incentives

Practice Nurse incentive

Business data may include:

Financial reports

Practice statistics

Service uptake

Customer satisfaction ratings

Staff satisfaction ratings

Data demonstrating systems performance including compliance with legislation and standards

Follow up may include:

Relaying information to appropriate personnel and ensuring response is obtained

Obtaining further information for client

Personnel may include:

Practice principal

Doctors in practice

Practice nurse

Practice manager

Practice staff

Medical assistant

Receptionist

Supervisor

Other health care professionals

Medical Defense Organisation

Systems may include:

Recall

Reminder

Follow-up of non-compliant clients

Records storage

Prioritisation of clients

Privacy

Confidentiality

Security

Appointment scheduling

Customer service

Infection control

Billing

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
Demonstrate understanding of different roles and functions within the team 
Obtain and customise templates for contracts, position descriptions and duty statements at the request of appropriate personnel 
Notify appropriate personnel of personal training needs 
Participate in performance reviews as per practice protocols, providing and receiving feedback constructively 
Participate in recruitment and induction training as requested 
Prepare staff rosters in line with state award requirements 
Encourage active participation in team meetings 
Assist with conflict resolution, where required 
Apply principles of basic accounting and proper documentation to undertake financial administration tasks, as required 
Remain abreast of and facilitate access to available government incentives 
Apply methods and tools to measure performance of the practice 
Compare performance of the practice against relevant benchmarking tools 
Provide business data to practice principals and other appropriate personnel to enable monitoring and improvement in practice performance 
Identify opportunities for improved work practices in line with practice goals 
Encourage participation in change processes by seeking opinions and suggestions of others in the work team 
Clearly communicate goals and objectives of change 
Evaluate change in conjunction with the practice team to ensure goal is achieved 
Ensure client queries, feedback and complaints are addressed courteously and followed up carefully 
Ensure results of follow up are provided to client in timely and sensitive manner 
Monitor practice systems to ensure their adequacy for intended task 
Monitor application of practice protocols to ensure they are clear, in keeping with legislative requirements and industry standards and that they are followed consistently 
Bring areas of potential risk to the attention of appropriate personnel, including adverse incidents 
Bring identified training needs to the attention of appropriate personnel 
Participate in the improvement of systems and monitor for ongoing risk reduction 
Monitor adequacy of indemnity/insurance policies in line with practice policies 
Access current information regarding accreditation requirements 
Facilitate practice accreditation processes 
Promote compliance with practice accreditation requirements 

Forms

Assessment Cover Sheet

HLTMAMP405B - Coordinate effective functioning of a medical practice
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

HLTMAMP405B - Coordinate effective functioning of a medical practice

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: