Medical Assistant Skills List
(Cross-referenced with Patient Care Technician)
General Responsibilities
 AIDET
 Applies problem solving/ critical thinking skills
 CREDO
 Service recovery (patient ) HEART
 Identifies basic ethical issues
 Patient Confidentiality / HIPAA
 Risk Management/VERITAS – correctly completes a VERITAS report
 Regulatory Agencies e.g. Joint Commission/TOSHA
 Impact on clinic/visits/responsibilities
 Prevention of Harm to Patient/Self
 Prevention of falls
 Ergonomics
 Hand washing
 Scheduling Appointments – new and existing patients
 Handles appointment cancellations or delays in arrival/visit
 Professional Appearance – Dress Code
 Environment of Care
 Universal Precautions
 Emergency Preparedness
Communication
 Informs patient/family of wait times or delays
 Interpreter Services
 Communicates with patient/family at a grade level that is easily
understood
 Communication delays in treatment
Telephone
 Phone etiquette
 Follow-up phone calls – with script
 Telephone messages/screening
o Forwards all calls appropriately – forwards
questions/problems appropriately
o Takes a message and forwards appropriately
 Message baskets – sends and receives messages
 Send and receive Facsimile
 FMLA/Disability/Insurance Forms
MA/PCT Skills List 08.10.12 v.1.0
Policy
MA
Both
only
PCT &MA
x
x
x
x
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x
OP 10-10.25
OP 10-10.24
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x
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x
AM 10-10.03
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x
x
x
x
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General Responsibilities
Policy
MA
Both
only
PCT &MA
Electronic Medical Record
 Uses Computers/Keyboard/Mouse
 Access and revises Patient Summary List
 Populates a medication cart in Rx Star
Prep - Next Day
OP 10-10.20
AM 20-10.05
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x
x
 Ensures all labs/x-rays/ reports/referrals/consults are available
 Obtains missing information listed above
 Reports missing information to provider
 Verifies all exam rooms are clean & stocked
 Restock room supplies
 Orders supplies
Prep – Patient Flow
 Provide/place in room necessary supplies/equipment
 Set up aseptic /sterile procedure trays
 Assist with procedures (presence in room)
 Clean exam room between patients
 Restock exam rooms
 Maintains effective clinic flow
Patient Interview/Documentation
 Appropriately completes Intake Form/History
 Recognizes and spell medications correctly
 Recognizes use of common medications for population served
 Screening - Falls
 Advance Directives
o Screen
o Provide form(s)
o Process Document (scan, fax, file)
 Screening - Nutrition
 Screening - Pain
 Screening - Suicide Risk
 Screening - Abuse and Neglect
 Screening - Visual Acuity (population appropriate)
 Screening - Hearing (population appropriate)
 Patient Education – documents handouts or other materials
provided to the patient
MA/PCT Skills List 08.10.12 v.1.0
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General Responsibilities
Policy
MA
Both
only
PCT &MA
Room Patient
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
General/Other
 Biohazard waste disposal
 Monitors Refrigerator /Freezer temperature
 Assists with new staff orientation
 Prior authorization for treatment (precertification)
Sterile/Aseptic technique
 Principles
 Set up sterile tray/procedure
 Set up aseptic tray/procedure
 Hand washing
 Ultrasonic Sterilization
 Sterilization
 QI for sterilization (records)
 Disinfection – high level; wipe down tables/chairs
Vital Signs
 Height/weight
 Temperature
 Pulse
o Radial
o Apical
 Respirations
 Blood Pressure (VMG HTN guidelines)
o Aneroid cuff
o Electronic device
Medical Emergencies


x
x
x
x
x
x
x
x
Call patient from waiting room
Place patient in exam room
Review/determine reason for visit
Prepare patient for exam/gown/positioning
Provides necessary supplies in exam room
Review current allergies
Review medications; revises list
Available in exam room as needed
BLS/CPR every 2 years
Chest Pain -recognizes signs & symptoms; takes appropriate
actions within scope
MA/PCT Skills List 08.10.12 v.1.0
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General Responsibilities
Policy


Stroke-signs & symptoms; takes appropriate actions within scope
Hypo/hyperglycemia -signs & symptoms; takes appropriate
actions within scope
 Respiratory distress-signs & symptoms; takes appropriate actions
within scope
 Fall – takes appropriate actions within scope
 Defibrillator/AED
Phlebotomy
 Venipuncture
 Capillary
 Blood Cultures- (would need to revise current policy to allow MA
to draw)
Screening Labs
 CLIA waived – POCT:
o Fecal Occult Blood/FIT Test
o Gastric pH
o Occult Blood
o Urine Dip stick
o Blood Glucose (only in some offsite clinics)
 Urine Toxicology
Specimen Collection
MA
Both
only
PCT &MA
x
x
x
x
x
x
x
CL30-08.05
x
x
x
x
x
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x

Specimen Type
o Urine
o Throat
o Vaginal
o Wound cultures
o Stool
o Sputum
 Transport specimens to appropriate lab
Dressing Application & Removal
 Apply a dry sterile dressing
 Suture/Staple removal
 Steri-Strips - application and removal

Ace Wrap

Dressing Removal
MA/PCT Skills List 08.10.12 v.1.0
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General Responsibilities
Urinary Catheterization
 Intermittent urinary catheterization
 Indwelling urinary catheter insertion
 Intake and output measurement
 Appropriate care of indwelling catheter/bag handling
Diagnostic Exam
EKG – standard 12 lead
ECG monitoring lead ll
MA/PCT Skills List 08.10.12 v.1.0
Policy
MA
Both
only
PCT &MA
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x
x
x
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