ALIGNED WITH

AMERICAN MEDICAL
TECHNOLOGIST
REGISTERED
MEDICAL

MEDICAL ASSISTANT ASSISTANT

SKILLS STANDARDS

OD28616
COMPETENCY-BASED EDUCATION: OKLAHOMA’S RECIPE FOR SUCCESS

BY THE INDUSTRY FOR THE INDUSTRY

Oklahoma’s CareerTech system of competency-based education uses industry professionals and certification
standards to identify the knowledge and abilities needed to master an occupation. This industry input provides
the foundation for development of instructional materials that help prepare the comprehensively trained, highly
skilled employees demanded by our workplace partners.

TOOLS FOR SUCCESS

CareerTech relies on three basic instructional components to deliver competency-based instruction: skills
standards, curriculum materials, and competency assessments.

Skills standards provide the foundation for competency-based instruction in Oklahoma’s CareerTech system.
The skills standards outline the knowledge, skills, and abilities needed to perform related jobs within an industry.
Skills standards are aligned with national skills standards; therefore, a student trained to the skills standards
possesses technical skills that make him/her employable in both state and national job markets.

Curriculum materials contain information and activities that teach students the knowledge and skills outlined
in the skills standards. In addition to complementing classroom instruction, curriculum resources provide
supplemental activities to enhance learning and provide hands-on training experiences.

Competency Assessments test the student over material outlined in the skills standards and taught using the
curriculum materials. When used with classroom performance evaluations, written competency assessments
provide a means of measuring occupational readiness.

Although each of these components satisfy a unique purpose in competency-based education, they work
together to reinforce the skills and abilities students need to gain employment and succeed on the job.

MEASURING SUCCESS

Written competency assessments are used to evaluate student performance. Results reports communicate
competency assessment scores to students and provide a breakdown of assessment results by duty area. The
results breakdown shows how well the student has mastered skills needed to perform major job functions and
identifies areas of job responsibility that may require additional instruction and/or training.

Group analysis of student results also provides feedback to instructors seeking to improve the effectiveness of
career and technology training. Performance patterns in individual duties indicate opportunities to evaluate
training methods and customize instruction.

TRUE TO OUR PURPOSE

“Helping Oklahomans succeed in the workplace” defines the mission of Oklahoma CareerTech and its
competency-based system of instruction. Skills standards, curriculum, and assessments that identify and
reinforce industry expectations provide accountability for programs and assure CareerTech’s continued role in
preparing skilled workers for a global job market

Copyright 2005
Oklahoma Department of Career and Technology Education
All rights reserved

Printed in the United States of America by the

Oklahoma Department of Career and Technology Education
Stillwater, Oklahoma

The Oklahoma Department of Career and Technology Education does not discriminate on the basis of race, creed, color,
national origin, sex, age, veteran status, or qualified handicap.
 CLINICAL MEDICAL ASSISTANT
SKILLS STANDARDS
Frequency and Criticality Ratings

Duty A: Display Professionalism

Duty B: Apply Communication Skills
Duty C: Demonstrate Keyboarding Skill and Computer Awareness
Duty D: Perform Business Software Applications
Duty E: Work Within Computer Operating Environments
Duty F: Perform Administrative Duties
Duty G: Perform Clinical Duties
Duty H: Apply Legal, Ethical, and Confidentiality Concepts
Duty I: Manage the Office
Duty J: Provide Patient Instruction
Duty K: Manage Practice Finances
--------------------------------------------------------------------------------------------------------
Frequency: represents how often the task is performed on the job. Frequency rating scales vary for
different occupations. The rating scale used in this publication is presented below:

1 = less than once a week

2 = at least once a week
3 = once or more a day

Criticality: denotes the level of consequence associated with performing a task incorrectly. The
rating scale used in this publication is presented below:

1 = slight
2 = moderate
3 = extreme
---------------------------------------------------------------------------------------------------------
DUTY A: Demonstrate Employability Skills
CODE TASK F/C
A.01 Project a positive attitude
• Anticipate and respond to the needs of others
• Display a sincere interest in providing appropriate information
• Enforce positive perceptions and overcome negative perceptions
• Act as a role model for holistic health
• Display a professional image and dress
• Business dress, posture, personal habits, gestures
• Hygiene (hair, cleanliness, make-up)
• Etiquette (table manners, gum, handshakes, introductions, etc.)
A.02 Demonstrate ethical behavior
A.03 Practice within the scope of education, training and personal capabilities
• Determine personal capabilities and performance limitations
• Recognize and function within personal limitations
A.04 Maintain Confidentiality
• Maintain confidentiality of verbal, written, and computer information

OD28616: Medical Assistant

1
A.05 Work as a team member
• Display awareness of own and other team members’ responsibilities
(physicians, other office staff)
• Interact with others in a supportive manner
• Practice the techniques of successful group dynamics and team building
• Knowledge of work process (how to recognize what and why other staff
need information)
A.06 Conduct oneself in a courteous and diplomatic manner
• Interact with others in a polite, cordial manner
• Abide by geographic and cultural customs of courtesy
• Use communication techniques such as non-aggressive language and
active listening
A.07 Adapt to change
• Assess the type of conflict that is occurring
• Confront the issues and people involved to resolve the conflict
• Apply problem solving skills to:
• Prioritize needs
• Adapt schedules
• Reassign duties
• Modify activities
• Revise procedures
A.08 Show initiative and responsibility
• Attend work regularly and arrive on time
• Perform tasks properly, completely, and accurately
• Accept responsibility for own actions; admit errors and assist in
corrections
• Recognize the work to be done and offer assistance
• Volunteer for additional duties as time allows
• Set and achieve self-development goals
• Educational needs
• Professional goals
• Personal goals
• Recognize community organizations
A.09 Promote the Profession
• Maintain and encourage professional membership at the local, state,
and national level (American Association of Medical Assistants,
Professional Secretaries International, Vocational Student Organizations)
• Participate in professional meetings, seminars, workshops, and
community events
• Attendance
• Sponsorship
• Presentations
• Project the concept of the professional medical assistant
A.10 Apply critical thinking skills to workplace situations
• Utilize quality performance processes
• Utilize tools to analyze information
• Basic statistical concepts and analysis, create charts, histograms,
flow charts, quality tools
A.11 Manage stress
• Identify factors that cause stress
• In-house and outside resources
• Basic ways to reduce stress (diet, exercise)
• Separating home and work stress

OD28616: Medical Assistant

2
DUTY B: Apply Communication Skills
CODE TASK F/C
B.01 Listen and observe
• Use listening and understanding techniques to determine key ideas for
each of the following
• Patients
• Family members
• Team members
• Business Contacts
• Observe to identify needs of others
B.02 Treat all patients with empathy and impartiality
• Display empathic behavior in patient relationships
• Identify verbal and nonverbal cues that express feelings, emotions,
and needs
• Interact with patients in such a manner as to encourage them to
express feelings, emotions, and needs
• Display impartial behavior
• Identify personal bias and prejudice
• Recognize and respond appropriately to cultural differences
B.03 Adapt communication to individual’s abilities to understand
• Identify patients with special needs
• Use appropriate responses to communicate with patients with special
needs
B.04 Recognize and respond to verbal and nonverbal communication
• Select appropriate response to verbal messages
• Select appropriate response to nonverbal messages by
• Giving support through positive body language
• Exhibiting active listening skills
• Overcoming obstacles to nonverbal communication
B.05 Serve as liaison between physician and others
• Identify the professional roles of allied health care providers
• Recognize professional licensure/certification credentials
• Respond in professional situations in a manner that enhances the
stature of the physician/employer
B.06 Evaluate understanding of communication
• Determine if the receiver understood intent and content of the
communications by:
• Practicing active listening
• Paraphrasing statements
• Questioning for clear interpretation
• Observing responses
B.07 Receive, organize, prioritize, and transmit information
• In person
• By mail
• By Fax
• By telephone
• By memo
• By computer (i.e., electronic mail, Internet)
• Utilize appropriate confidentiality release and transmittal procedures
• Organize and prioritize incoming information
B.08 Use proper telephone technique
• Project positive telephone image
• Handle incoming telephone calls as follows:
• Receive incoming calls

OD28616: Medical Assistant

3
 • Screen incoming calls
• Transfer incoming calls when indicated
• Manage multiple incoming calls
• Utilize telephone log or computerized system
• Handle the following telephone calls:
• Appointments for patients
• Inquiries about bills
• Requests about fees
• Requests for insurance assistance
• Receiving X-ray or lab reports
• Satisfactory progress reports from patients or family members
• Routine reports from hospitals and other sources
• Office administration matters
• Requests for referrals
• Handle telephone calls involving special problems
• Unidentified callers
• Angry callers
• Calls from family and friends
• Callers who will not end the call
• Handle telephone calls involving medical emergencies
• Record and deliver accurate telephone message
• Organize and place outgoing telephone calls
• Local
• Long distance
• Conference
• Utilize special features, if available
• Identify factors that relate to a global business environment
• Time zones
• Mailing
• International dialing codes
• Use telephone directories
• Directory—types and organization
• Telephone assistance and information
• Company directory maintenance
B.09 Interview effectively
• Patient by telephone
• Patient in office
• Family member by telephone
• Family member in office
• Supplier/pharmaceutical representative
B.10 Use medical terminology appropriately
• Build and define medical terms
• Select and use appropriate terminology in the following:
• Transcription
• Reports
• Records and documents
• Patient education
• Correspondence
• Utilize technical references to verify accuracy
• Spelling
B.11 Compose written communication using correct grammar, spelling, and format
• Select and use appropriate format for written communication
• Use reference materials
• Dictionary

OD28616: Medical Assistant

4
 • Thesaurus
• Secretarial reference manuals
• Gregg’s Reference Manual
• Software/hardware documentation

DUTY C: Demonstrate Keyboarding Skill and Computer Awareness

CODE TASK F/C
C.01 Perform keyboarding by touch on a microcomputer
• Alphabetic
• Ten-key by touch
• Symbol
• Function
• Numeric
Use basic terminology common in the computer industry
• Hardware-related
• Software-related
• Peripherals (fax, modem, CD-rom)
C.02 Demonstrate care and routine maintenance of computer systems
• Cleaning disk drives, screen, keyboard, printer
• Change printer ribbon
• Load/unload laser cartridge
C.03 Identify the types and functions of hardware and peripheral components
• Cables
• Disk drive
• CPU
• Microprocessors
• Printers
• Ports
• Cards
• CD rom
• Modem
• Monitor
• Network interface card
C.04 Identify the types of operating systems
• DOS
• OS/2
• Novell
• Windows NT
• Unix
C.05 Define differences in the application of microcomputer software
• Spreadsheet
• Presentation
• Word processing
• Database
• Desk-top publishing
• G.U.I.
• Communication

OD28616: Medical Assistant

5
DUTY D: Perform Business Software Applications
CODE TASK F/C
D.01 Explain the characteristics and components of word processing
D.02 Start up word processing software
• DOS prompt
• Menu
• Icon
D.03 Produce and format common business documents such as letters, memos, and
reports
• Align text including left, right, center, justified, unjustified
• Display codes
• Tabs
• Multi-page document
• Basic macro
• Merge document
• Envelopes
• Labels
• Outline (bullets)
D.04 Edit a document
• Spell check
• Format changes
• Block text
• Search and replace
• Thesaurus
D.05 Print a document
D.06 Retrieve a document
D.07 Enhance a document
• Fonts
• Graphics
• Tables (forms, math)
D.08 Utilize software reference/documentation
• On-line help function
• Telephone technical support
• Manuals
D.09 Explain the uses of database management concepts and applications
D.10 Start up database management software
• DOS prompt
• Menu
• Icon
D.11 Perform basic database operations
• Create a structure
• Save structure
• Add/delete records
• Print database file
• Retrieve file and modify existing structure
• Exit database software
D.12 Index and/or sort databases
D.13 Link databases
D.14 Design reports
• Mailing labels
• Invoices (mathematical operations)
• Client list
D.15 Integrate software applications

OD28616: Medical Assistant

6
 • Word processing
• Spread sheet
D.16 Utilize software reference/documentation
• On-line help function
• Telephone technical support
• Manuals
D.17 Explain the use of spreadsheet concepts and applications
D.18 Start up spreadsheet software
• DOS prompt
• Menu
• Icons
D.19 Perform basic spreadsheet applications
• Design spreadsheet layout
• Create spreadsheet utilizing appropriate spreadsheet functions
• Print a spreadsheet
• Save a spreadsheet
• Retrieve a spreadsheet
• Exit the spreadsheet software
D.20 Create graphs
D.21 Write and apply mathematical functions
D.22 Modify an existing spreadsheet
D.23 Sort spreadsheet ranges
D.24 Combine multiple spreadsheets
D.25 Integrate software applications
• Word processing
• Database
D.26 Utilize software reference/documentation
• On-line help function
• Telephone technical support
• manuals

DUTY E: Work Within Computer Operating Environments

CODE TASK F/C
E.01 Use operating system commands
• Format a diskette
• Copy files
• Copy diskettes
• Compare files
• Erase files
• List a directory
• List the file contents
E.02 Work with directories and subdirectories
• Make directories
• Remove directories
• Change directories
• Determine path and pathnames
E.03 Demonstrate file naming conventions
• Filenames and extensions
• Wildcard parameters
E.04 Understand the basic function of batch files
• Create or change a basic batch file

OD28616: Medical Assistant

7
 • Basic menu creation
E.05 Work with the DOS shell
• Create menu options
• Perform operating system commands
E.06 Utilize software reference/documentation
• On-line help function
• Telephone technical support
• manuals
E.07 Explain the characteristics and components of graphical user interface software
• Use of mouse
• Operating multiple files in one application
• Scroll bar
• Maximize and minimize windows
• Pull down menus
• Task list
• Switching applications
• Operating multiple applications
E.08 Start up graphical user interface software
E.09 Utilize the programs in the standard graphical user interface software groups
E.10 Build and use icons
E.11 Identify basic network components
• File server, work station, cabling, print server
E.12 Perform basic file commands on network drive
• Gain access to network drives
• Store and retrieve files on the network
• Find files on the network
E.13 Print using a network printer
• Network printer vs. local printer
• Send print output to the network
• Use network printing parameters
• Control print queues and print jobs
E.14 Identify network resource management
• View list of network users
• Console commands
E.15 Explain network security
• Levels of security
• User rights
• Limit file/resource access
E.16 Manage network users
• Add users
• Assign resources to user
• Determine user security level
• Maintain user login scripts
• Send messages to users
E.17 Automate tasks through use of network menuing system
• Use batch files to create a network menuing system
E.18 Utilize software reference/documentation
• On-line help function
• Telephone technical support
• User documentation
• Manuals

OD28616: Medical Assistant

8
DUTY F: Perform Administrative Duties
CODE TASK F/C
F.01 Perform records management
• Select a records managements system
• Recognize and adhere to legal guidelines for documenting and releasing
information
• Demonstrate correct use of filing systems
• Perform the filing process
• Utilize special filing systems (electronic)
• Elect and use filing equipment
• Arrange for the storage, protection, retention, purging or deactivating,
and/or destruction of records
• Health records
• Business records
F.02 Use and maintain office equipment
• 10-key calculator
• Adding machine
• Photocopier
• Dictation/transcription equipment
• Multi-button telephone
• Computer equipment and peripherals (printer, mouse, scanner, CD rom)
• Typewriter
• Postage meter
• FAX machine
• Imaging equipment
• SMART cards
• Inspect equipment and determine scope of problem
• Arrange repair of office equipment
• Monitor, fulfill, and document warranty/maintenance contract
requirements
F.03 Handle incoming mail
• Sort incoming mail
• Open, date stamp, and check contents
• Distribute mail according to office policy
• Prepare outgoing mail
• Use appropriate addressing and folding techniques
• Utilize postage meter
• Utilize specific postal services as needed
• Utilize electronic mail
• Utilize private mailing services
F.04 Schedule and monitor appointments
• Utilize an appointment scheduling system
• Monitor the efficiency and organization of the appointment system
• Select and use an appoint scheduling book
• Establish the matrix for a new appointment book
• Observe legal guidelines when scheduling appointments
• Record appointment information
• Schedule appointments utilizing office guidelines
• Observe office policy and protocol related to specific appointment
situations
• Observe guidelines for scheduling appointment for patient services
outside office setting
• Prepare an appointment reminder card for a patient

OD28616: Medical Assistant

9
 • Maintain a tickler file and prepare recall reminders
F.05 Prepare and maintain medical records
• Compile forms/documents for preparation of medical records
• Establish a medical record for a patient
• Collect and record data in current, accurate, and legible format
• Subjective
• Objective
• Correct errors in a record
• Purge and retain records
F.06 Implement a health care software system
• Assist in health care software selection
• Assist in transition from manual to computerized method
F.07 Operate a health care software system
• Access the program
• Enter/update practice information
• Enter/update procedure codes
• Enter/update diagnosis codes
• Enter/update insurance company information
• Enter/update place of service codes
• Enter/update referring physicians
• Enter/update patient information
• Enter/update guarantor information
• Make/cancel appointments
• Print an appointment log
• Print a patient reminder card
• Post/correct a procedure transaction
• Print a statement/superbill
• Post/correct a payment transaction
• Print/transmit an insurance form
• Print patient bills
• Generate management reports
• Backup the system
• Exit the program
F.08 Perform Medical Transcription
• Transcribe correspondence and medical reports/data including:
• Letters
• Memos
• Discharge reports
• Operative reports
• Radiology reports
• Pathology and autopsy reports
• History and physical reports
• Consultation reports
• Chart or progress notes
F.09 Correct and produce mailable copy
F.10 Information for patients and employers
• Develop/obtain a list of community resources
• Make agency referrals
• Provide information to patient when requested by physician
• Contact agency for patient/ask agency to contact patient
• Follow up on referral
F.11 Manage calendar/itineraries
• Arrange meetings
• Schedule travel

OD28616: Medical Assistant

10
 • Maintain physician’s calendar
F.12 Organize meetings and presentations
• Special equipment
• Room arrangements
• Scheduling
• Checking logistics and equipment (lighting, audio-visual equipment and
presentation aids, electrical cords, and refreshments)

DUTY G: Perform Clinical Duties

CODE TASK F/C
G.01 Apply principles of aseptic technique
• Apply principles of aseptic technique
• Perform medical aseptic procedures
• Handwashing
• Sanitize instruments
• Chemical disinfection of articles
• Work environment
• Perform surgical aseptic procedures
• Wrap and autoclave an article
• Perform a surgical scrub
• Utilize transfer forceps
• Open a sterile pack
• Set up a sterile tray
• Apply and remove sterile gloves
• Perform a sterile dressing change
• Assist with minor office surgery
• Remove sutures
G.02 Apply principles of infection control
• Orientation and documentation of blood-borne pathogens
• Process all specimens in a manner that eliminates or reduces the
transmission of disease
• Maintain an environment that eliminates or reduces transmission of
disease
• Dispose of specimens and equipment in accordance with federal, state,
and local guidelines (CDC, OSHA)
G.03 Take vital signs
• Body temperature
• Take and record oral temperature
• Take and record axillary temperature
• Take and record rectal temperature
• Pulse
• Take and record radial pulse
• Take and record apical pulse
• Respiration
• Take and record respiration
• Blood pressure
• Take and record blood pressure
G.04 Recognize emergencies
• Distinguish between emergency and non-emergency situations
• Apply assessment techniques to:
• Perform telephone triage
• Perform visual triage
• Prepare for an emergency

OD28616: Medical Assistant

11
G.05 Perform first-aid and CPR
• Administer first-aid
• Control bleeding
• Apply bandages
• Treat for shock
• Immobilize fractures
• Treat syncope
• Treat central nervous system injuries and disorders
• Treat seizures
• Treat for poisoning
• Treat for burns
• Treat diabetic emergencies
• Administer CPR
• Remove airway obstructions
• Administer artificial ventilation
• Administer chest compressions
• Perform abdominal thrust on a conscious adult, child, or infant
when choking
G.06 Prepare and maintain examination and treatment area
• Ensure cleanliness
• Check equipment for proper working order and safety
• Assemble equipment for examination/treatment
• Remove used items from examination/treatment room
• Restock supplies in examination/treatment area
• Observe safety precautions
G.07 Interview and take patient history
• Complete a patient history
• Interview the patient to obtain patient history data
• Record patient history
G.08 Prepare patients for procedures
• Instruct patients in preparation for examinations and procedures
• Routine physical exams
• Specialty exams
• Position and drape patient in the following positions:
• Horizontal recumbent
• Dorsal recumbent
• Sim’s
• Knee-chest
• Dorsal lithotomy
• Prepare and/or secure patient’s written consent as required
• Instruct and inform patients in preparation for procedures and
examinations
• Apply principles of radiation safety if assisting with radiographic
procedures
• Wear dosimetry badge
• Protect patient from undue exposure
• Provide post-procedure instructions
G.09 Assist physician with examinations and treatments
• Explain procedures to patient
• Prepare supplies for procedures and treatments
• Assist physician with examinations and treatments
• Anticipate needs of physician
• Chart procedures
• Provide patient with instructions

OD28616: Medical Assistant

12
 • Clean examination/treatment room
G.10 Use quality control
• Use quality control principles during:
• Patient preparation
• Specimen collection and handling
• Reagent management
• Instrument calibration
• Laboratory testing
• Diagnostic testing
• Prepare/maintain quality control log book
• Record quality control data
• Maintain records of quality control data
G.11 Collect and process specimens
• Complete a laboratory request form
• Instruct patient in specimen collection
• Prepare equipment/supplies for collection
• Collect and label biological specimen
• Blood
• Venipuncture
• Capillary puncture
• Urine
• Clean catch
• Timed
• Random
• Midstream
• Stool
• Sputum
• Throat culture
• Vaginal
• Process specimens after collection
• Prepare/fix specimen for examination
• Deliver specimens for laboratory testing
• Dispose of specimens and collection equipment
G.12 Perform selected tests that assist with diagnosis and treatment
• Perform a routine urinalysis and record results
• Physical
• Chemical
• Microscopic
• Perform hematologic tests and record results
• Hematocrit
• Hemoglobin
• Erythrocyte sedimentation rate
• Blood cell counts
• RBC
• WBC
• Platelet count
• Differential white blood cell count
• Perform blood chemistry testing and record results
• Glucose (FBS, GTT)
• BUN
• Cholesterol
• Triglycerides
G.13 Perform immunological tests and record results
• Mono tests

OD28616: Medical Assistant

13
 • Strep screen
• Rh factor
• Pregnancy tests
• Allergy scratch tests
G.14 Perform microbiological tests and record results
• Streptococcal testing
• Urine culture
• Wound culture
• Vaginal cultures
• Gram staining
• Sensitivity testing
• Sputum culture
G.15 Perform tuberculosis screen and record results
• Tine
• Mantoux
G.16 Run an electrocardiogram and record results
• 12-lead
• rhythm strip
G.17 Perform vision testing and record results
• Distance visual acuity
• Near visual acuity
• Color blindness
G.18 Screen and follow up patient test results
• Alert physician/supervisor of abnormal test results
• Upon physician’s orders:
• Discuss test results with patient
• Instruct patient on diet modification
• Instruct patient on drug dosage modification
• Schedule patient for:
• Hospitalization
• Surgery
• Return office visit
• Other physicians
• Physical therapy
• Other treatments
G.19 Prepare and administer medications as directed by physician
• Select the proper medication to administer
• Calculate a drug dosage
• Prepare the medication
• Transfer oral medication to medicine cup
• Reconstitute a powdered drug
• Withdraw parenteral medication for an ampule
• Withdraw parenteral medication from a vial
• Prepare a unit-dose cartridge syringe
• Administer medication and record the procedure
• Oral solid medication
• Oral liquid medication
• Intradermal injection
• Subcutaneous injection
• Intramuscular injection
• Topical medication
• Eye drops
• Ear drops
G.20 Maintain medication records

OD28616: Medical Assistant

14
 • Record medication given
• Write a prescription for physician signature
• Maintain a controlled substance log book
G.21 Utilize proper body mechanics
G.22 Apply basic math to medically related problems
• Patient weight
• Add, subtract, multiply, divide.
• Compute cost of supplies used (student used 4 foley catheters and they
cost X each – so compute patient charges)
• Inventory/supply problem (Suzanne knows of problem-in Keir Med Asst
test)
• Compute cost of day in a health care facility
G.23 Interpret diagrams, charts, graphs, and tables
• Table of conversions
• Temperature or weight graphs
• X/y growth charts
• Rule of nines
• Household-metric-apothecary equivalents (table).
G.24 Convert household, apothecary and metric measures
G.25 Use formulas and equations to solve health-related math problems.
• Metric to U.S. and U.S. to metric; ratio and proportions
• Solving for X (prep for dosage calculations)
G.26 Transfer and transport patients with or without assistive devices using proper
body mechanics
• Operate wheelchair
• Assist clients/patients with ambulation. (crutches, canes, walkers, and
gait belts)
• Provide transfer assistance to patients/clients
• Wheelchair, chair, bedside commode, stretcher, bed

DUTY H: Apply Legal, Ethical, and Confidentiality Concepts

CODE TASK F/C
H.01 Document accurately
• Accurately document medical information
• Appropriately correct medical information entries
H.02 Determine needs for documentation and reporting
• Identify sources of information for medicolegal documentation
requirements in given locality
• Observe local, state, and federal guidelines for statutory reports
• Abide by reporting/documentation procedures for DEA
• Fulfill IRS guidelines for reports and documentation
• Obtain employment guidelines from appropriate agency and comply
• Document medical records and complete incident report promptly for all
personal injury occurrences
• Comply with workers’ compensation reporting requirements
• Document all activity related to patient care in the medical record
H.03 Use appropriate guidelines when releasing records or information
• Protect privacy and confidentiality of patient health information
• Release information in accordance with federal and state regulations
• Basic right to privacy
• Drug and alcohol rehabilitation records
• Public health and welfare disclosures

OD28616: Medical Assistant

15
 • Rights of minors
• HIV-related issues
• Subpoena duces tecum/depositions/court orders
• Release information in response to written patient authorization
• Honor a patient request to rescind an authorization to release
information
H.04 Follow established policy in initiating, withdrawing, withholding, or terminating
medical treatment
• Health care provider/physician/patient contract (offer, acceptance,
consideration)
• Knowledge of the elements to be included in a letter of withdrawal
• Certified mail and return receipt
• Advance directives/Do Not Resuscitate
• Organ donations
H.05 Dispose of controlled substances in compliance with government regulations
• Identify controlled substances and their schedules
• Comply with DEA regulations
H.06 Maintain licenses and accreditation
H.07 Monitor legislation related to current health care and practice
H.08 Perform within ethical boundaries
• Apply ethical standards in the workplace
• Respect patient rights
• Recognize practices which involve bioethical issues

DUTY I: Manage the Office

CODE TASK F/C
I.01 Maintain the physical plant
• Plan and provide attractive and comfortable medical office surroundings
• Plan and provide housekeeping details in the medical office
• Maintenance
• Security
• Routine/contaminated waste disposal
• Maintain list of tradespersons for reference
I.02 Operate and maintain facilities and equipment safely
• Monitor, fulfill, and document warranty requirements
• Operate office equipment safely
• Inspect equipment and determine elementary problems
• Maintain, repair, or determine the need for service; arrange repair of
office equipment
I.03 Maintain and operate medical equipment
• Examination tables
• Scales
• Sphygmomanometer
• Thermometer
• Ophthalmoscope
• Otoscope
• Autoclave
• Electrocardiograph
• Pulmonary function
• Cast equipment
• Oxygen equipment
• Wheelchair

OD28616: Medical Assistant

16
 • Physical therapy equipment
I.04 Observe safety precautions in the office
• Reception area
• Examining rooms
• Stairways and entrances
• Parking lot
• Utility and storage rooms
• Emergency preparedness plan
• Universal precautions
I.05 Inventory equipment and supplies
• Office equipment and supplies
• Clinical equipment and supplies
• First-aid equipment and supplies
• Medications
I.06 Identify supply resources
• Locate suppliers
• Obtain catalogs
• Compare services/prices, etc.
• Fulfill and document equipment warranty requirements
I.07 Evaluate and recommend equipment and supplies
• Request catalogs from medical equipment/supply vendors
• Evaluate and compare medical equipment
• Evaluate and compare medical supplies
• Recommend purchase of medical equipment and supplies
I.08 Maintain liability coverage
• Establish/maintain insurance files
• Track all premium and/or coverage changes and report them to the
physician-employer or counsel
• Determine renewal dates and payment dates for all insurance policies
• File and retain documentation of payments to carriers
I.09 Maintain documentation of continuing education
• Share sources of continuing education opportunities
• Participate in continuing education
I.10 Exercise efficient time management
• Use time management techniques

DUTY J: Provide Patient Instruction

CODE TASK F/C
J.01 Orient patients of office policies and procedures
• Provide maps or verbal instructions on location
• Introduce office personnel
• Provide written and verbal information on office policies
• Answer questions within scope of training and education
• Use patient education systems and literature
J.02 Instruct patients with special needs
• Instruct and demonstrate routine procedures for monitoring body
functions
• Instruct and demonstrate safety procedures for home medical
equipment
• Demonstrate care, use, and special equipment to patient
• Crutches
• Walker

OD28616: Medical Assistant

17
 • Cane
• Wheelchair
• Hearing aids
• Braces
• Splints
• Casts
• Slings
• Prosthetic appliances
• Provide written and verbal instructions on chronic disease conditions, as
instructed by the physician
J.03 Teach patients methods of health promotion and disease prevention
• Provide verbal and written information about routine physical
examinations and laboratory testing
J.04 Provide verbal and written information
• Nutrition and diet therapy
• Exercise and weight control
• Hygiene
• Sexually transmitted/communicable diseases and preventive measures
• Family planning
• Smoking cessation
• Alcohol/drug prevention and treatment
• Instruct and assist patients with performance of self breast examinations
• Refer patients to outside resources as instructed by the physician
J.05 Orient and train personnel
• Introduce office staff
• Orientation to facility
• Assisting in the completion of personnel documents
• Distribute job descriptions
• Assign work schedule
• Make daily work assignments
• Demonstrate use of procedure manuals for the office
• Demonstrate use of policy manuals for the office
• Demonstrate use of office equipment
• Provide information on CDC Universal precautions, OSHA and CLIA, and
American Disabilities Act regulation
• Emergency prepardness plan

DUTY K: Manage Practice Finances

CODE TASK F/C
K.01 Use bookkeeping systems
• Select a bookkeeping system
• Use components of a bookkeeping system
• Collect demographic data
• Complete appropriate forms
• Record transactions
• Post transactions
• Follow transaction posting rules
• Balance the bookkeeping system
• Manage the petty cash fund
K.02 Implement current diagnostic/procedural coding systems (CPT and ICD-9-CM
coding)
• Use current procedural terminology codes
• Use current ICD-9-CM codes

OD28616: Medical Assistant

18
 • Relate procedure code to diagnosis code
• Identify other procedure/diagnostic coding systems and use when
appropriate
K.03 Analyze and use current third-party guidelines for reimbursement
• Identify types of insurance
• Verify with carrier insurance coverage and obtain pre-certification
• Select reporting procedures and produce claims in a timely manner
• Collect demographic and service information
• Observe time limits for filing claims
• UB92, HCFA 1500
• Submit and trace claims
• Sequence claim filing
• Reconcile payment/rejections with submitted claims
• Implement inquiry/appeal process
• Adjust techniques to accommodate carrier changes
K.04 Manage accounts receivable
• Collect/update demographic data
• Establish billing procedures
• Monitor billing processes
• Control accounts receivable
• Establish collection procedures
• Maintain data regarding collection control and conduct periodic
evaluation
• Process accounts for legal collection
K.05 Manage accounts payable
• Track purchase orders
• Establish control procedures
• Match packing records to materials received
• Monitor invoices
• Verify statement with invoices
• Track returned/back-ordered merchandise
• Pay bills
K.06 Maintain records for accounting and banking purposes
• Maintain financial records
• Process payments
• Balance financial records
• Implement federal/state record retention schedules
• Use electronic banking

OD28616: Medical Assistant

19
 CLINICAL MEDICAL ASSISTANT
SKILLS STANDARDS
Crosswalked To
AMT Registered Medical Assistant Exam
CIMC CURRICULUM
(1) Nursing Concepts (4) Nursing Skills
(2) Nursing Extensions (5) MAVCC Anatomy & Physiology
(3) Nursing Focus (6) MAVCC Surgical Techniques
(7) Medical-Surgical Nursing II (8) Pharmacology Skills
(9) Medical-Surgical Nursing I

TASK RMA
CODE Duty A: Demonstrate Employability Skills Exam CIMC
A.01 Project a positive attitude Employment for
the 21st Century
CD-ROM
A.02 Demonstrate ethical behavior General (1) Module 8.8
Knowledge
A.03 Practice within the scope of education, training and Employment Skills
personal capabilities for the 21st
Century
CD-ROM
A.04 Maintain confidentiality
A.05 Work as a team member Employment Skills
for the 21st
Century
CD-ROM
A.06 Conduct oneself in a courteous and diplomatic manner Employment Skills
for the 21st
Century
CD-ROM
A.07 Adapt to change Employment Skills
for the 21st
Century CD-ROM
A.08 Show initiative and responsibility Employment Skills
for the 21st
Century
CD-ROM
A.09 Promote the profession
A.10 Apply critical thinking skills to workplace situations Hands on
Thinking Skills:
Applied Activities
for the 21st
Century
A.11 Manage stress

OD28616: Medical Assistant Crosswalk

20
 TASK
RMA
CODE Duty B: Applying Communications Skills Exam CIMC
B.01 Listen and observe Employment Skills
for the 21st
Century
CD-ROM
B.02 Treat all patients with empathy and impartiality
B.03 Adapt communication to individual’s ability to understand
B.04 Recognize and respond to verbal and nonverbal (1) Module 5.3, 5.5-
communication 6

Effective
Communication
Module
B.05 Serve as a liaison between physician and others
B.06 Evaluate understanding of communication Employment Skills
for the 21st
Century
CD-ROM
B.07 Receive, organize, prioritize, and transmit all information Employment Skills
for the 21st
Century
CD-ROM
B.08 Use proper telephone technique Your Line to
Success
Telephone
Etiquette
VHS
B.09 Interview effectively
B.10 Use medical terminology appropriately General (1) Module 6
Knowledge
B.11 Compose written communication using correct grammar, Effective
spelling, and format Communication
Module

TASK
Duty C: Demonstrate Keyboarding Skill and RMA
CODE Computer Awareness Exam CIMC
C.01 Perform keyboarding by touch on a microcomputer
C.02 Demonstrate care and routine maintenance of computer
systems
C.03 Identify the types and functions of hardware and
peripheral components
C.04 Identify the types of operating systems
C.05 Define differences in the application of microcomputer
software

TASK RMA
CODE Duty D: Perform Business Software Applications Exam CIMC
D.01 Explain the characteristics and components of word

OD28616: Medical Assistant Crosswalk

21
 processing
D.02 Start up word processing software
D.03 Produce and format common business documents such as
letters, memos, and reports
D.04 Edit a document
D.05 Print a document
D.06 Retrieve a document
D.07 Enhance a document
D.08 Utilize software reference/documentation
D.09 Explain the uses of database management concepts and
applications
D.10 Start up database management software
D.11 Perform basic database operations
D.12 Index and/or sort databases
D.13 Link databases
D.14 Design reports
D.15 Integrate software applications
D.16 Utilize software reference/documentation
D.17 Explain the use of spreadsheet concepts and applications
D.18 Start up spreadsheet software
D.19 Perform basic spreadsheet applications
D.20 Create graphs
D.21 Write and apply mathematical functions
D.22 Modify an existing spreadsheet
D.23 Sort spreadsheet ranges
D.24 Combine multiple spreadsheets
D.25 Integrate software applications
D.26 Utilize software reference/documentation

TASK
Duty E: Work Within Computer Operating RMA
CODE Environments Exam CIMC
E.01 Use operating system commands
E.02 Work with directories and subdirectories
E.03 Demonstrate file naming conventions
E.04 Understand the basic function of batch files
E.05 Work with the DOS shell
E.06 Utilize software reference/documentation
E.07 Explain the characteristics and components of graphical
user interface software
E.08 Start up graphical user interface software
E.09 Utilize the programs in the standard graphical user
interface software groups
E.10 Build and use icons
E.11 Identify basic network components
E.12 Perform basic file commands on network drive
E.13 Print using a network printer
E.14 Identify network resource management
E.15 Explain network security
E.16 Manage network users
E.17 Automate tasks through use of network menuing system

OD28616: Medical Assistant Crosswalk

22
E.18 Utilize software reference/documentation

TASK RMA
CODE Duty F: Perform Administrative Duties Exam CIMC
F.01 Perform records management Admin.
Medical
Assisting
F.02 Use and maintain office equipment
F.03 Handle incoming mail
F.04 Schedule and monitor appointments Admin.
Medical
Assistant
F.05 Prepare and maintain medical records Admin. (4) Module 15.4
Medical (9) Unit V.6
Assistant
F.06 Implement a health care software system Admin.
Medical
Assistant
F.07 Operate a health care software system Admin.
Medical
Assistant
F.08 Perform Medical Transcription Admin. (2) Module 1.4 &1.5
Medical
Assistant
F.09 Correct and produce mailable copy
F.10 Information for patients and employers Admin.
Medical
Assistant
F.11 Manage calendar/itineraries Admin.
Medical
Assistant
F.12 Organize meetings and presentations

TASK RMA
CODE Duty G: Perform Clinical Duties Exam CIMC
G.01 Apply principles of aseptic technique Clinical (5) Module Set 1;
Medical Module 3
Assisting (6) Module 1-A & 3-
A
(4) Module 2
G.02 Apply principles of infection control Clinical (5) Module Set I
Medical Module 3
Assisting
G.03 Take and record vital signs Clinical (4) Module 4
Medical
Assisting
G.04 Recognize emergencies
G.05 Perform first-aid and CPR Clinical (4) Module 7
Medical
Assisting (4) Module 1.11

OD28616: Medical Assistant Crosswalk

23
G.06 Prepare and maintain examination and treatment area (4) Module 3

G.07 Interview and take patient history

G.08 Prepare patients for procedures (1) Module 7
G.09 Assist physician with examinations and treatments Clinical (4) Module 14.14
Medical
Assisting (9) Unit III
G.10 Use quality control
G.11 Collect and process specimens Clinical (6) Section B
Medical Module 4B
Assisting
(4) Module 10.6 &
10.7

(7) Unit IX
Supplement 1
G.12 Perform selected tests that assist with diagnosis and Clinical (7) Unit IX
treatment Medical Supplement I
Assisting
(9) Unit VI.2
G.13 Perform immunological tests and record results Clinical
Medical
Assisting
G.14 Perform microbiological tests and record results Clinical
Medical
Assisting
G.15 Perform tuberculosis screen and record results Clinical
Medical
Assisting
G.16 Run an electrocardiogram and record results Clinical (4) Module 4.15 &
Medical 4.16
Assisting
G.17 Perform vision testing and record results
G.18 Screen and follow up patient test results Clinical
Medical
Assisting
G.19 Prepare and administer medication as directed by physician Clinical (8) Module 1
Medical (8) Module 3
Assisting (8) Module 4
(9) Unit V.18
G.20 Maintain medication records Administrati
ve Medical
Assisting
G.21 Utilize proper body mechanics (4) Module 1.3
G.22 Apply basic math to medically related problems
G.23 Interpret diagrams, charts, graphs, and tables
G.24 Convert household, apothecary and metric measures
G.25 Use formulas and equations to solve health-related math
problems.
G.26 Transfer and transport patients with or without assistive
devices using proper body mechanics

OD28616: Medical Assistant Crosswalk

24
 TASK
Duty H: Apply Legal, Ethical, and Confidentiality RMA
CODE Concepts Exam CIMC
H.01 Document accurately (1) Module 8
H.02 Determine needs for documentation and reporting
H.03 Use appropriate guidelines when releasing records or (1) Module 8
information
H.04 Follow established policy initiating, withdrawing, (1) Module 8
withholding, or terminating medical treatment
H.05 Dispose of controlled substances in compliance with
government regulations
H.06 Maintain licenses and accreditation (1) Module 8
H.07 Monitor legislation related to current health care and (1) Module 8
practice
H.08 Perform within ethical boundaries (1) Module 8

TASK
RMA
CODE Duty I: Manage the Office Exam CIMC
I.01 Maintain the physical plant
I.02 Operate and maintain facilities and equipment safely
I.03 Maintain and operate medical equipment
I.04 Observe safety precautions in the office (4) Module 1

I.05 Inventory equipment and supplies

I.06 Identify supply resources
I.07 Evaluate and recommend equipment and supplies
I.08 Maintain liability coverage
I.09 Maintain documentation of continuing education
I.10 Exercise efficient time management

TASK
RMA
CODE Duty J: Provide Patient Instructions Exam CIMC
J.01 Orient patients of office policies and procedures General
Medical
Assisting
Knowledge
J.02 Instruct patients with special needs General
Medical
Assisting
Knowledge
J.03 Teach patients methods of health promotion and disease General
prevention Medical
Assisting
Knowledge
J.04 Provide verbal and written information
J.05 Orient and train personnel

OD28616: Medical Assistant Crosswalk

25
 TASK
RMA
CODE Duty K: Manage Practice Finances Exam CIMC
K.01 Use bookkeeping systems Admin.
Medical
Assisting
K.02 Implement current diagnostic/procedural coding systems Admin.
(CPT and ICD-9-CM coding) Medical
Assisting
K.03 Analyze and use current third-party guidelines for Admin.
reimbursement Medical
Assisting
K.04 Manage accounts receivable Admin.
Medical
Assisting
K.05 Manage accounts payable Admin.
Medical
Assisting
K.06 Maintain records for accounting and banking purposes Admin.
Medical
Assisting

OD28616: Medical Assistant Crosswalk

26