Assessor Resource

HLTMAMP407B
Facilitate a coordinated approach to client care

Assessment tool

Version 1.0
Issue Date: May 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 knowledge and skills required to assist health practitioners to manage the health of the medical practice client population in collaboration with other service providers where required

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

practice protocols

applicable legislation

simulated database

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:

Correct documentation

Cultural and religious factors in relation to the human body

Diverse range of services and service providers

Funding mechanisms, such as HACC, MBS, PBS, Private Insurance, DVA, WorkCover

Health promotion strategies

Medical terminology

Population health concepts

Practice protocols

RACGP Standards for General Practices

Relevant legislation (especially legislation regarding client privacy, confidentiality and consent) and industry standards

Scope of own medical assisting role

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:

Apply teaching principles to adults and children

Organise groups of people

Use technology appropriately, including computer systems and databases

Use communication skills to:

communicate clearly with a diverse range of clients and colleagues

complete simple and complex forms and documents accurately

document information appropriately in medical records

follow complex instructions

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 procedures and policies correctly

organise and present information effectively

relay information, using appropriate medical terminology and grammar

understand and analyse information

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.

Providing information may include confirming client understanding of:

Client education

Use of medical equipment or supplies

Information provided by health care practitioner about procedures

Correct preparation for diagnostic testing

Where to go for certain tests or treatment

Information about self-management for chronic disease

Preventative care and health promotion

Recall may include:

Follow up of abnormal results

Clients on recalled medication or other treatment

Did not attend may include:

Non-attendance to practice

Non-attendance to external service

Methods of information exchange may include:

Client held/transferred records

Post

Secure fax

Electronic

Facilitate participation may include:

Researching available options and requirements

Assessing feasibility of involvement

Determining costs and benefits of involvement

Recommending involvement to appropriate personnel

Gather information may include:

Service and specialist directory books

On-line or web-based service and specialist directories

Computer databases

Information sheets

Information may include:

Who the service providers are and key contacts

Who is eligible for their services

How to access their services

The required elements of a referral

Programs may include:

Government incentive programs

Chronic disease self-management courses

Division programs

Home Medicines Review

Availability may include:

In hard copy

On the computer's database

Discussed at practice meetings

Organise required care may include:

Checking for client eligibility

Preparing paperwork

Submitting paperwork

Arranging times and locations for service(s)

Communicating information back to the doctor

Communicating information to the client

Request may include:

Lists of clients on particular medications

Lists of clients with certain health status

Lists of clients with certain treatment

Details of individual clients

Extract may include:

Manual chart review

Running reports using computer software

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
Instruct and inform clients as per doctors request, ensuring consistency of message 
Adhere to scope of own medical assisting role 
Apply effective communication techniques 
Check and ensure currency of information given 
Recall clients as per practice protocols and doctor's instructions 
Manage the medical practice reminder system 
Monitor "did not attend" clients and follow up appropriately 
Identify critical client appointments and follow up according to practice protocols if clients fails to attend 
Document correspondence with and with regard to clients 
Ensure information exchange, including methods, adheres to legislative requirements as well as industry standards 
Facilitate participation in programs designed to support information exchange 
Follow up missing information, such as discharge summaries, test results 
Gather information related to local service providers and health care programs and maintain its currency 
Ensure service provider and health care program information is readily available to doctors and others in the practice 
Contact appropriate service provider and organise required care as per doctor's request 
Coordinate case discussions amongst providers, when required 
Complete required paperwork or documentation for referral as per doctor's request 
Instruct clients appropriately 
Respond to doctor's request for information from practice database regarding specific clients or entire practice client population 
Extract data and check for accuracy 
Assist with data interpretation and analysis, if required 

Forms

Assessment Cover Sheet

HLTMAMP407B - 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

HLTMAMP407B - 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: