COVERAGE OF CAAHEP ENTRY-LEVEL COMPETENCIES
Competency # / Description / 3rd Edition Procedure Number / Competency Practice and Check-off Available through Live AdvisePowered by Smarthinking, Inc.
a. ADMINISTRATIVE COMPETENCIES
(1) /
Perform Clerical Functions
a. (1) (a) / Schedule and manage appointments / 6-1 Making an Appointment for a New Patient6-2 Making an Appointment for an Established Patient / III.A.3.a.1.a - Schedule and manage appointments
a. (1) (b) / Schedule inpatient and outpatient admissions and procedures / 6-3 Making an Appointment for an Outpatient Facility
6-4 Making an Appointment for an Inpatient Facility / III.A.3.a.1.b - Schedule inpatient and outpatient admissions and procedures
a. (1) (c) / Organize a patient’s medical record / 8-1 Preparing a Medical File
a. (1) (d) / File medical records / 8-2 Filing Medical Records
(2) / Perform Bookkeeping Procedures
a. (2) (a) / Prepare a bank deposit / 12-9 Complete a Deposit Slip and Make a Deposit / III.A.3.a.2.a - Prepare a bank deposit
a. (2) (b) / Post entries on a daysheet / 12-1 Post Charges on a Daysheet
12-2 Post Payments on a Daysheet
12-5 Post Adjustments to a Daysheet
12-8 Balance a Daysheet / III.A.3.a.2.b - Post entries on a daysheet
a. (2) (c) / Perform accounts receivable procedures / 12-1 Post Charges on a Daysheet
12-2 Post Payments on a Daysheet
12-5 Post Adjustments to a Daysheet
12-4 Process Refunds / III.A.3.a.2.c - Perform accounts receivable procedures
a. (2) (d) / Perform billing and collection procedures / 12-3 Process a Credit Balance
12-6 Post Collection Agency Payments
12-4 Process Refunds /
III.A.3.a.2.e - Post adjustments
III.A.3.a.2.i - Post collection agency payments
III.A.3.a.2.f - Process a credit balanceIII.A.3.a.2.g - Process refunds
III.A.3.a.2.d - Perform billing and collection procedure
a. (2) (e) / Post adjustments / 12-5: Post Adjustments to a Daysheet / III.A.3.a.2.e - Post adjustments
a. (2) (f) / Process credit balance / 12-3 Process a Credit Balance /
III.A.3.a.2.f - Process a credit balance
a. (2) (g) / Process refunds / 12-4 Process Refunds / III.A.3.a.2.g - Process refundsa. (2) (h) / Post NSF checks / 12-7 Process NSF Checks / III.A.3.a.2.h - Post non-sufficient funds (NSF) checks
a. (2) (i) / Post collection agency payments / 12-6 Post Collection Agency Payments / III.A.3.a.2.i - Post collection agency payments
(3) / Process Insurance Claims
a. (3) (a) / Apply managed care policies and procedures / 13-1: Completing a CMS 1500 Claim Form
a. (3) (b) / Apply third-party guidelines / 15-1 Locating a CPT Code
a. (3) (c) / Perform procedural coding / 15-1 Locating a CPT Code
a. (3) (d) / Perform diagnostic coding / 14-1 Locating a Diagnostic Code
a. (3) (e) / Complete insurance claim forms / 13-1 Completing a CMS 1500 Claim Form
b. CLINICAL COMPETENCIES
(1) / Fundamental Procedures
b. (1) (a) / Perform handwashing / 17-1 Handwashing for Medical Asepsis
b. (1) (b) / Wrap items for autoclaving / 21-2 Wrapping instruments for sterilization in an autoclave
b. (1) (c) / Perform sterilization techniques / 21-1 Sanitizing equipment for disinfection or sterilization
21-3 Perform sterilization techniques: Operating an autoclave
b. (1) (d) / Dispose of biohazardous materials / 17-3 Cleaning Biohazardous Spills
All procedures in Chapter 24: Medication Administration
b. (1) (e) / Practice Standard Precautions / 17-2 Remove Contaminated Gloves
21-1: Sanitize equipment and instruments
21-2: Properly wrap instruments for autoclaving
21-3: Perform sterilization techniques: Operating an autoclave
24-1: Administering oral medications
24-2: Preparing injections
24-3: Administering an intradermal injection
24-4: Administering a subcutaneous injection
24-5: Administering an intramuscular injection
24-6: Administering an intramuscular injection using the Z-track method
24-7: Applying transdermal medications
24-8: Obtaining and preparing an intravenous site
35-2 Assist with pelvic exam and Pap smear
35-3 Assist with colposcopy and cervical biopsy
(2) / Specimen Collection
b. (2) (a) / Perform venipuncture / 41-1 Obtaining a Blood Specimen by Venipuncture
b. (2) (b) / Perform capillary puncture / 41-2 Obtaining a Blood Specimen by Skin Puncture
b. (2) (c) / Obtain specimens for microbiological testing / 44-1 Collecting a Throat Specimen
44-2 Collecting a nasopharyngeal specimen
44-3 Collecting a wound specimen
44-4 Collecting a sputum specimen
44-5 Collecting a stool specimen
44-6 Collecting blood for culture
44-7 Collecting genital specimens for culture
b. (2) (d) / Instruct patients in the collection of a clean-catch and midstream urine specimen / 43-1 Obtaining a Clean-Catch Midstream Urine Specimen / III.C.3.b.2.d - Instruct patients in the collection of a clean-catch, mid-stream
urine specimen
b. (2) (e) / Instruct patients in the collection of fecal specimens / 44-5 Collecting a Stool Specimen / III.C.3.b.2.e - Instruct patients in the collection of a fecal specimen
(3) / Diagnostic Testing
b. (3) (a) / Perform electrocardiography / 31-1 Perform a basic 12-lead electrocardiogram
31-2 Apply a Holter monitor for a 24-hour test
b. (3) (b) / Perform respiratory testing / 30-1 Instruct a patient in the use of the peak flowmeter
30-3 Perform a pulmonary function test
b. (3) (c) / CLIA Waived Tests:
b. (3) (c) (i) / Perform urinalysis / 43-1 Obtaining a Clean-Catch Midstream Urine Specimen
43-2 Obtaining a 24-hour Urine Specimen
43-3 Determining Color and Clarity of Urine
43-4 Chemical Reagent Strip Analysis
43-5 Preparing Urine Sediment / III.C.3.b.2.d - Instruct patients in the collection of a clean-catch, mid-stream urine specimen
b. (3) (c) (ii) / Perform hematology testing / 42-1 Making a Peripheral Blood Smear
42-2 Staining a Peripheral Blood Smear
42-3 Performing a Hemoglobin Determination
42-4 Performing a Microhematocrit Determination
42-5 Westergren Erythrocyte Sedimentation Rate
b. (3) (c) (iii) / Perform chemistry testing / 45-1 Perform Blood Glucose Testing
45-2 Perform Blood Cholesterol Testing
b. (3) (c) (iv) / Perform immunology testing / 44-12 Mononucleosis Testing
44-14 Rapid Group A Rapid Strep Testing
b. (3) (c) (v) / Perform microbiology testing / 44-9 Preparing a smear for microscopic evaluation
44-10 Performing a gram stain
44-11 Inoculating a culture
44-8 Testing stool specimen for occult blood guaiac method
44-12 Mononucleosis testing
44-13 HCG pregnancy test
44-14 Rapid group a strep testing /
(4) / Patient Care
b. (4) (a) / Perform telephone and in-person screening / 5-1 Handling Incoming Calls
18-1 Interviewing the Patient to Obtain a Medical History
18-2 Document a Chief Complaint (CC) and Present Illness (PI) / III.C.3.b.4.a - Perform telephone and in-person screening
b. (4) (b) / Obtain vital signs / 19-1 Measure and record a patient’s weight
19-2 Measure and record a patient’s height
19-3 Measure and record a patient’s oral temperature using a glass mercury thermometer
19-4 Measure and record a patient’s rectal temperature
19-5 Measure and record a patient’s axillary temperature
19-6 Measure and record a patient’s temperature using an electronic thermometer
19-7 Measure and record a patient’s temperature using a tympanic thermometer
19-8 Measure and record a patient’s temperature using a temporal artery thermometer
19-9 Measure and record a patient’s radial pulse
19-10 Measure and record a patient’s respirations
19-11 Measure and record a patient’s blood pressure
b. (4) (c) / Obtain and record patient history / 18-1 Interviewing the Patient to Obtain a Medical History
b. (4) (d) / Prepare and maintain examination and treatment areas / 20-1 Assisting with the Adult Physical Exam
b. (4) (e) / Prepare patient for and assist with routine and specialty examinations / 20-1 Assisting with the Adult Physical Exam
35-2 Assist with pelvic exam and Pap smear35-3 Assist with colposcopy and cervical biopsy
· Procedures in all of the clinical chapters in which the medical assistant is dealing with a patient
b. (4) (f) / Prepare patient for and assist with procedures, treatments, and minor office surgeries / 22-1 Opening Sterile Packs
22-2 Using Sterile Transfer Forceps
22-3 Adding Sterile Solution
22-4 Performing Hair Removal and Skin Preparation
22-5 Applying Sterile Gloves
22-6 Applying a Sterile Dressing
22-7 Changing an Existing Dressing
22-8 Assisting with Excisional Surgery
22-9 Assisting with Incision and Drainage (I & D)
22-10 Removing Sutures
22-11 Removing Staples
25-1 Assist with X-ray Procedures
35-2 Assist with pelvic exam and Pap smear
35-3 Assist with colposcopy and cervical biopsy
· Procedures in all of the clinical chapters in which the medical assistant is dealing with a patient
b. (4) (g) / Apply pharmacology principles to prepare and administer oral and parenteral (excluding IV) medications / 24-1 Administering Oral Medications
24-2 Preparing Injections
24-3 Administering an Intradermal Injection
24-4 Administering a Subcutaneous Injection
24-5 Administering an Intramuscular Injection
24-6 Administering an Intramuscular Injection using the Z-Track Method
24-7 Applying Transdermal Medications
24-8 Obtaining and Preparing an Intravenous Site
b. (4) (h) / Maintain medication and immunization records / 24-1 Administering Oral Medications
24-2 Preparing Injections
24-3 Administering an Intradermal Injection
24-4 Administering a Subcutaneous Injection
24-5 Administering an Intramuscular Injection
24-6 Administering an Intramuscular Injection using the Z-Track Method
24-7 Applying Transdermal Medications
24-8 Obtaining and Preparing an Intravenous Site /
III.C.3.b.4.h - Maintain medication and immunization records
b. (4) (i) / Screen and follow-up test results / 40-1 Screen and Follow Up Laboratory Results and Document Appropriately / III.C.3.b.4.i - Screen and follow-up test resultsc. GENERAL COMPETENCIES
(1) / Professional Communications
c. (1) (a) / Respond to and initiate written communications / 7-1 Composing a Business Letter
7-2 Opening and Sorting Incoming Mail
c. (1) (b) / Recognize and respond to verbal communications / 18-1 Interviewing the Patient to Obtain a Medical History
c. (1) (c) / Recognize and respond to nonverbal communications / 18-1 Interviewing the Patient to Obtain a Medical History
c. (1) (d) / Demonstrate telephone techniques / 5-1 Handling Incoming Calls
5-2 Calling Emergency Medical Services
(2) / Legal Concepts
c. (2) (a) / Identify and respond to issues of confidentiality / /
C.2.a - Identify and respond to issues of confidentiality
c. (2) (b) / Perform within legal and ethical boundaries / 24-1 Administering oral medications24-2 Preparing injections
24-3: Administering an intradermal injection
24-4 Administering a subcutaneous injection
24-5 Administering an intramuscular injection
24-6 Administering an intramuscular injection using the Z-track method
24-7 Applying transdermal medications
24-8 Obtaining and preparing an intravenous site
· Procedures in all of the administrative, clinical and laboratory chapters / C.2.b - Perform within legal and ethical boundaries
c. (2) (c) / Establish and maintain the medical record / 8-1 Preparing a Medical File
c. (2) (d) / Document appropriately / 18-2 Document a Chief Complaint (CC) and Present Illness (PI)
24-1 Administering oral medications
24-2 Preparing injections
24-3 Administering an intradermal injection
24-4 Administering a subcutaneous injection
24-5 Administering an intramuscular injection
24-6 Administering an intramuscular injection using the Z-track method
24-7 Applying transdermal medications
24-8 Obtaining and preparing an intravenous site
35-1 Instructing the patient on breast self-examination
35-2 Assist with pelvic exam and Pap smear
35-3 Assist with colposcopy and cervical biopsy
40-1 Screen and Follow Up Laboratory Results and Document Appropriately / C.2.d - Document appropriately
c. (2) (e) / Demonstrate knowledge of federal and state health care legislation and regulations / 2-1 Monitor federal and state regulation changes and updates / C.2.e - Demonstrate knowledge of federal and state health care legislation and regulations
(3) / Patient Instruction
c. (3) (a) / Explain general office policies /
5-3 Explain general office policies
/c. (3) (b) / Instruct individuals according to their needs /
4-1 Instruct individuals according to their needs
35-1 Instructing the patient on breast self-examination
/C.3.b - Instruct individuals according to their needs
c. (3) (c) / Provide instruction for health maintenance and disease prevention / 16-1 Teaching a Patient to Read Food Labelsc. (3) (d) / Identify community resources / 4-2 Locate community resources
(4) / Operational Functions
c. (4) (a) / Perform an inventory of supplies and equipment / 12-12 Order Supplies
c. (4) (b) / Perform routine maintenance of administrative and clinical equipment / 9-1 Perform routine maintenance on a computer
40-3 Perform Routine Maintenance of Laboratory Equipment (Glucose Meter Example)
45-3 Performing Routine Maintenance of a Glucose Meter
c. (4) (c) / Utilize computer software to maintain office systems /
12-3 Using a Spreadsheet to Track Supplies
/C.4.c - Utilize computer software to maintain office systems
c. (4) (d) / Use methods of quality control / 10-2 Create a Quality Improvement Program40-2 Perform Quality Control Monitoring Using a QC Chart / C.4.d - Use methods of quality control
COVERAGE OF ABHES ENTRY-LEVEL COMPETENCIES
Procedure / ABHES Competencies / Live Advise LinkProcedure 2-1 Monitor Federal and State Regulations, Changes and Updates / 5.(g) Monitor legislation related to current healthcare issues and practices
Procedure 4-1 Instructing Hearing-impaired Patient / 7.(b) Instruct patients with special needs
Procedure 4-2 Locating Community Resources and Disseminating Information / 3.(e) Locate resources and information for patients and employers
Procedure 5.1 Handling Incoming Calls / 2.(e) Use proper telephone techniques
Procedure 5-2 Calling Emergency Medical Services / 4.(e) Recognize emergencies
Procedure 5-3 Explain General Office Policies / 7.(a) Orient patients to office policies and procedures
Procedure 6-1 Making an Appointment for a New Patient / 3.(c) Schedule and monitor appointments
Procedure 6-2 Making an Appointment for an Established Patient
Procedure 6-3 Making an Appointment for a Referral to an Outpatient Facility / 3(g) Schedule inpatient and outpatient admissions
Procedure 6-4 Arranging for Admission to an Inpatient Facility / 3(g) Schedule inpatient and outpatient admissions
Procedure 7-1 Composing a Business Letter / 2.(o)Fundamental writing skills
Procedure 7-2 Opening and Sorting Incoming Mail
Procedure 8-1 Establishing, Organizing and Maintaining Medical File / 3.(b) Prepare and maintain medical records
Procedure 8-2 Filing Medical Records / 3.(h) File medical records
Procedure 9-1 Caring For and Maintaining Computer Hardware / 6.(b) Operate and maintain facilities and perform routine maintenance of administrative and clinical equipment safely
Procedure 9-2 Searching on the Internet / 2.(n) Application of electronic technology
Procedure 10-1 Creating a Procedures Manual