This unit applies to a those involved in the provision of services in the insurance sector where medical and health considerations are a core function of responsibility.
Not applicable.
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 |
Required skills
communication skills to:
liaise and share medical information with others
communicate appropriately with people from diverse backgrounds about medical information
use and pronounce medical terminology correctly
understand, clarify and explain information containing medical terminology
IT skills to access web-based information services
learning skills to research and increase medical terminology knowledge
numeracy skills to read and interpret medical data, statistics, signs and symbols
reading skills to:
read and understand medical information
read and understand medical abbreviations
writing skills to:
accurately prepare documentation containing medical terminology
spell medical terminology correctly.
Required knowledge
the ability to apply and explain as relevant to life insurance policies:
organisational procedures
product information
relevant regulatory requirements
medical insurance terminology
procedures and practice in communicating medical terms in insurance
ethics and good practice in communicating on medical matters in insurance.
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment | |
Critical aspects for assessment and evidence required to demonstrate competency in this unit | Evidence of the ability to: interpret and respond to instructions containing commonly used medical terminology and abbreviations maintain knowledge of medical terminology used in insurance contexts use medical terminology appropriately in insurance contexts explain medical terminology and processes in simple language. |
Context of and specific resources for assessment | Assessment must ensure: competency is demonstrated in the context of the work environment and conditions specified in the range statement either in a relevant workplace or a closely simulated work environment access to and the use of a range of common office equipment, technology, software and consumables access to records access to organisational policies and procedure. |
Method of assessment | A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit: evaluating an integrated activity, which combines the elements of competency for the unit, or a cluster of related units of competency observing processes and procedures in workplaces verbal or written questioning on underpinning knowledge and skills evaluating samples of work accessing and validating third party reports setting and reviewing workplace projects and business simulations or scenarios. |
Guidance information for assessment |
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. 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) may also be included.
Written and verbal instructions may include: | notices telephone calls insurance policy terms and conditions claims notifications investigation procedures. |
Medical terminology may relate to: | knowledge of medical specialties and the names and titles of doctors working in specialist fields illnesses injuries diseases interrelated functions of the body, locations and diseases (e.g. functions of the skeletal system, locations of skeletal injuries, skeletal diseases) terms to describe onset and/or nature of disease medical investigations and procedures abbreviations for medical and pharmacological terms. |
Clarification may be sought from: | organisational policies, procedures and guidelines insurance information/databases medical dictionary medical information sources/databases Chief Medical Officer a medical professional a claims manager/specialist or designated supervisor underwriter or underwriting specialist/manager. |
Insurance-based communications may include: | contact with relevant internal or external parties dealing with applicant, insured and claimant enquiries letters in response to cover and claims queries maintaining and/or updating claims files and databases (e.g. file notes, correspondence, reports) memos and reports researching and/or arranging medical or psychological assessments researching and/or arranging treatment and rehabilitation. |
An appropriate authority may include: | Chief Medical Officers underwriters underwriting specialists and managers WorkCover representatives medical professionals. |
Insurance services
This unit contains employability skills.
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of publication.