matrix for documenting job skills

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MATRIX FOR DOCUMENTING JOB SKILLS
Job Code Number:
Job Title:
Date:
The purpose of this matrix is to determine the minimum primary skills required for each job. Please select from the primary
activities listed those that are instrumental in performing the job. Applicants that do not meet the minimum skill level will not
be considered for the position. Please mark with an x the overall work experience, education, organizational structure,
and office equipment skills needed to perform this job.
OVERALL WORK EXPERIENCE
Check minimum required to perform
job, which you would consider hiring
0 – 3 months
3 months – 1 year
1 year – 3 years
3 years – 5 years
5 plus years
EDUCATION
Note the minimum education required to perform the job, not the preferred level of
education.
No formal education/training required
Limited training acquired through high school education (Diploma or GED)
Specialized education/training normally acquired through up to 18 months (Certificate)
Formal of 18 to 36 months (AS)
Formal program of 4 years (e.g. BS)
Education/training beyond 4 year program but less than formal advanced degree
Post Graduate degree recognized field of specialization (MS, Ph.D.)
Other (specify)
_____________________________________________
ORGANIZATIONAL STRUCTURE
CONTACT WITH OTHERS – Please check all groups
with whom at least 10% of time will be spent.
Department staff
Organization-wide staff
Senior Management
Board of Directors
Vendors / Suppliers
Clients / Customers
Government Agencies
Others-Pharmaceutical
Monitors___________________________________
DIRECTION OF OTHERS – Which category best describes the
direction of others?
None – provide no direction of others
Lead – provide guidance and review work of others
Supervisor – have formal supervisory responsibilities
Trainer – primary responsibility is training others
Professional – have project management responsibilities
Management – manage a functional area
Department Head – direct activities of department
Multi-department – direct activities of multi-departments
Organization-wide – oversee all or most activities of organization
OFFICE EQUIPMENT (Must have a working knowledge)
PC
Fax machine
Omni-reader
Copier
Multi-line phones
Cash Register
OTHER REQUIREMENTS
Valid Indiana Driver’s License
Proof of vehicle insurance
10 Key adding machine / Calculator
Switchboard / PBX
Postage meter
Dictation / Transcription machine
Check encoding equipment
OSHA RISK FACTOR
(Will be filled out by Employee Health Nurse)
1 Can come in contact with blood and body fluids on a daily basis
2 Can come in contact with blood and body fluids on an unplanned basis
3 Almost never comes in contact with blood and body fluids
PROTECTED HEALTH INFORMATION (PHI) EXPOSURE RISK FACTOR
(Will be filled out by Human Resources)
1 Reads and/or uses PHI
2 Sees or has PHI pass through hands on a regular basis
3 Occasionally sees or has PHI pass through hands
4 Almost never sees PHI
Job Code:
In the box provided to the left of each skill listed in the remaining sections, please enter the following number
according to key below:
0
No minimum experience, will train for this skill
3
3 – 5 years experience minimum for this skill
1
3 months to 1 year experience minimum for this skill
4
5 + years experience minimum for this skill
2
1 – 3 years experience minimum for this skill
OFFICE SKILLS
KEYBOARDING
Correspondence
Legal
Manuscript
Medical
Technical
Data Entry
Machine Transcription
MEDICAL CLERICAL
Collections
Insurance claims filing
Medical coding
Medical records filing
Medical records management
Medical record release
OFFICE PROFESSIONAL
Accts. Payable processes
Accts. Receivable processes
Bookkeeping
Customer Service
Payroll processing
Purchasing (Buyer)
Filing
Proofreading
Shorthand
Collection call/Patient Inquiry
Presentation skills
SOFTWARE
APPLICATIONS
Word Processing
•Microsoft Word
Desktop Publishing
•Powerpoint
•Microsoft Publishers
Spreadsheet Applications
•Microsoft Excel
Database Applications
•Microsoft Access
Other
HMO Claims Processing
Worker's Compensation
OTHER
Windows 98/2000
Ceridian (HR/Payroll System)
Timekeeping System
Email / Calendar
Graphics Applications
Accounting Systems
Monarch
Lab Information System - ALG
Medical Billing System
Scheduling System
FAS (Fixed Asset Software)
SmartTalk Telephone System
Accounts Receivable
Epic (appropriate modules of
EPIC will be trained based on
job duties)
Medical terminology
Medicare/Medicaid processing
JOB SPECIFIC SKILLS
IS Programming / Lang.
HMO Claims Proc. Softwr.
SQL
Cobol
Assembler
C++
Crystal Reporting
Scripts
NETWORK/OS
Unix
Novell
NT
VSE
Windows-based applications
MPE
ACCOUNTING
Accounting Theory
IRS Regulations
Sales & Use Tax Law
HOUSEKEEPING
Automatic floor machine
Commercial vacuum
Trash Compactor
Commercial Cleaning
MAINTENANCE
Precision with tools
Lock installation / repair
Commercial repair
Mechanical
Electrical
Plumbing
HVAC
Carpentry
OTHER
OSHA guidelines
HR Law
CLIA 88 Regulations
Standard Lab Practices
Federal Regulations
State of Indiana Regulations
HCFA / Medicare Regulations
COBRA, ERISA, Statutory Reg.
Worker's Comp. Laws & Reg.
HEALTH AND MEDICAL In addition to entering the years of experience, if certification is required please place an x in
the “Certification Required” box.
Certification
Required
Years of
Experience
TECHNICAL
ACLS Certified
CPR
Central Sterilization Technician
Certified Respiratory Therapy Technician
Echocardiogram Technician
EEG Technician
EKG Technician
PACS/RIS
Physical Therapy Aide
Pharmacy Technician
Phototherapy Technician
Physician’s Office Laboratory Technician
NURSING
Certified Opthalmic Assistant
Licensed Practical Nurse
Medical Assistant
Advanced Practice Nurse
Registered Nurse
Surgical Technician
Telephone Triage Nurse
Certification
Required
Years of
Experience
MEDICAL PROFESSIONAL
Athletic Trainer
Audiologist
Dietitian
Dosimetrist
Mammography Technologist
Occupational Therapist
Optician
Optometrist
Registered Respiratory Therapist
Pharmacist
Physical Therapist
Physicist
Radiation Physicist
Radiation Therapist
Radiology Technologist
Speech Pathologist
Ultrasound Technologist
LABORATORY
Medical Technologist
Medical Laboratory Technologist
PROFESSIONAL
Certified Public Accountant
Certified Purchasing Manager
Phlebotomist
Specimen Processing
OTHER (specify)
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