Assessor Resource

HLTPHA006
Provide assistance in dispensary administration

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the skills and knowledge required to use dispensary administration systems to maintain dispensary information, process Pharmaceutical Benefits Scheme (PBS) claims and complete other specialised administration tasks.

This unit applies to pharmacy assistants and technicians working under the supervision of a pharmacist.

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. Perform dispensing administration tasks

1.1 Use technical and numerical features of dispensary administrative systems correctly

1.2 Issue and update pharmaceutical entitlement and benefit documents to and for clients within scope of own job role

2. Maintain dispensary information

2.1 Update dispensary system with accurate information as required

2.2 Back up dispensary system information to ensure secure data

2.3 Identify and respond to information discrepancies

2.4 Identify and extract correct clinical and financial data required for reporting and claiming systems

2.5 Inform relevant pharmacist of changes to data stored in the dispensary information system

2.6 Maintain confidentiality of dispensary information

3. Process pharmaceutical benefit claims

3.1 Collate prescriptions eligible for PBS claims and confirm details

3.2 Interpret and use financial information related to claims

3.3 Submit pharmaceutical claims to relevant authority

3.4 Maintain accurate records for claims submission

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:

prepared at least 2 batches of PBS or Section 100 claims using pharmacy systems to complete administrative tasks, including:

sourced, extracted, recorded and disseminated both clinical and financial dispensary information

identified and resolved issues to enable claims to be submitted

provided accurate information to clients and pharmacist

identified issues outside scope of own practice and referred to the authorised person

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 requirements (national, state/territory) for dispensary administration, and how these are applied in organisations, including:

codes of conduct

duty of care (and implications of negligence)

privacy, confidentiality and disclosure

records management

rights and responsibilities of workers, employers and clients

specific legislation:

medicines and their use

the practice of pharmacy

different schedules of medicines and pharmaceutical products

work role boundaries – responsibilities and limitations

work health and safety

key information in standard pharmaceutical references and their use by pharmacy assistants, including:

Australian pharmaceutical formulary and handbook (APF)

MIMs

Australian medicines handbook (AMH)

Micromedex

types of hardware and software used in pharmacy administration, and features of their use

features of the PBS:

schedule of PBS

process for Pharmaceutical Benefit Authority items including streamline authority, phone authority and written authority.

process for highly specialised drugs

dispensary information management requirements, including:

accounting

stock control

compliance documentation

patient information

requirements for client entitlement

types of pharmaceutical benefit documents and their use

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 facilities, equipment and resources, including:

electronic records of prescriptions and medication orders

web based claiming systems

modelling of industry operating conditions, including:

time constraints for data entry and claims processing

presence 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. Perform dispensing administration tasks

1.1 Use technical and numerical features of dispensary administrative systems correctly

1.2 Issue and update pharmaceutical entitlement and benefit documents to and for clients within scope of own job role

2. Maintain dispensary information

2.1 Update dispensary system with accurate information as required

2.2 Back up dispensary system information to ensure secure data

2.3 Identify and respond to information discrepancies

2.4 Identify and extract correct clinical and financial data required for reporting and claiming systems

2.5 Inform relevant pharmacist of changes to data stored in the dispensary information system

2.6 Maintain confidentiality of dispensary information

3. Process pharmaceutical benefit claims

3.1 Collate prescriptions eligible for PBS claims and confirm details

3.2 Interpret and use financial information related to claims

3.3 Submit pharmaceutical claims to relevant authority

3.4 Maintain accurate records for claims submission

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:

prepared at least 2 batches of PBS or Section 100 claims using pharmacy systems to complete administrative tasks, including:

sourced, extracted, recorded and disseminated both clinical and financial dispensary information

identified and resolved issues to enable claims to be submitted

provided accurate information to clients and pharmacist

identified issues outside scope of own practice and referred to the authorised person

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 requirements (national, state/territory) for dispensary administration, and how these are applied in organisations, including:

codes of conduct

duty of care (and implications of negligence)

privacy, confidentiality and disclosure

records management

rights and responsibilities of workers, employers and clients

specific legislation:

medicines and their use

the practice of pharmacy

different schedules of medicines and pharmaceutical products

work role boundaries – responsibilities and limitations

work health and safety

key information in standard pharmaceutical references and their use by pharmacy assistants, including:

Australian pharmaceutical formulary and handbook (APF)

MIMs

Australian medicines handbook (AMH)

Micromedex

types of hardware and software used in pharmacy administration, and features of their use

features of the PBS:

schedule of PBS

process for Pharmaceutical Benefit Authority items including streamline authority, phone authority and written authority.

process for highly specialised drugs

dispensary information management requirements, including:

accounting

stock control

compliance documentation

patient information

requirements for client entitlement

types of pharmaceutical benefit documents and their use

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 facilities, equipment and resources, including:

electronic records of prescriptions and medication orders

web based claiming systems

modelling of industry operating conditions, including:

time constraints for data entry and claims processing

presence 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
 
Use technical and numerical features of dispensary administrative systems correctly 
Issue and update pharmaceutical entitlement and benefit documents to and for clients within scope of own job role 
Update dispensary system with accurate information as required 
Back up dispensary system information to ensure secure data 
Identify and respond to information discrepancies 
Identify and extract correct clinical and financial data required for reporting and claiming systems 
Inform relevant pharmacist of changes to data stored in the dispensary information system 
Maintain confidentiality of dispensary information 
Collate prescriptions eligible for PBS claims and confirm details 
Interpret and use financial information related to claims 
Submit pharmaceutical claims to relevant authority 
Maintain accurate records for claims submission 

Forms

Assessment Cover Sheet

HLTPHA006 - Provide assistance in dispensary administration
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

HLTPHA006 - Provide assistance in dispensary administration

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: