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DACUM Competency Profile for Medical AssistantA Medical Assistant (MA) is one who works under the direction of the healthcare provider (e.g., physician, NP, PA) to facilitate total patient care.DutiesAA-4 Adhere toadministrativeHIPAA PolicyA-5 Reviewcompletedadministrativeconsent formsB-3 CollectpaymentsB-4 Performbilling operationsB-5 Obtain prior B-6 Manageauthorization for officemedications and correspondenceproceduresB-7 MaintainofficeequipmentB-8 Orderoffice suppliesC-3 Updatehealth historyC-4 Import patientdata/information(e.g., labs,imaging, consults)C-5 Documentpatient selfmonitoringinformationC-6 Exportpatient data/information(e.g., report,e-prescription)C-7 Coach coworkers withelectronic healthrecordimplementationC-8 Updatestatus ofMeaningfulUse MeasuresD-4 Obtain patient D-5 Documentpast medicalcurrenthistorymedication listD-6 DocumentallergiesD-7 Obtainpatient socialhistoryD-8 Maintainpatient privacyD-13 Obtain preoperativeclearanceinformationD-15 Obtain prior D-16 Verifymedical recordsadvancedirectiveinformationPerform patientIntakeA-1 Initiate first A-2 Verifypatient tionsB-1 Performrouting triage toclinicalpersonnel orsupport staffB-2 Updatepatientsregardingappointmentwait timeC-1 Maintainsystem securityC-2 UpdatehealthmaintenanceinformationD-1 VerifypatientidentificationD-2 Obtain chief D-3 Prioritizecomplaintpatient careBCTasksA-3 Verifyinsuranceeligibility andbenefitsMaintain PatientElectronic HealthRecordsDPrepare Patient forMedical AppointmentD-10 Obtain and D-11 Obtain and D-12 Collectrecord abuserecord specialty- specimensinformationspecificinformationD-14 Facilitatehealth careinterpretationA-6 Assemblepatient recordsA-7 SchedulepatientappointmentsD-9 Obtain andrecord mentalstatusinformation

EMaintain StandardPrecautionsE-1 Adhere tohand hygienepolicyE-2 UtilizepersonalprotectiveequipmentE-3 FollowpatientStandardPrecautionsprotocolE-4 SterilizeinstrumentsE-5 Sanitizepatient care areaE-6 PerformrestroommaintenanceE-7 Sanitizewaiting roomE-8 Implementsharps disposalper OSHAE-9Implementbiohazardwastedisposal perOSHAF-8 Perform earlavageF- 9 PerformEKGsE-10 PerformN-95 fit-testingFPerform PatientClinical ProceduresGPerform CLIAWaived ProceduresF-1 Measureand recordappointmentspecific vitalsignsF-2 ConductF-3 Conductvisual acuity test color visiontestingF-4 Conductperipheral visiontestingF-5 Perform eyewashF-6 ConducttympanometryF-7 ConductaudiometryF-10 Set upHolter MonitorF-11 Monitorpulse oximetryF-12 PerformspirometryF-13 PerformvenipunctureF-14 Performwound careF-15 ApplytemporaryorthopedicdevicesF-16 Administer F-17 Administer F-18 Performvaccinesallergy testingTB skin testF-19 Performspecialty–specificproceduresF-20 Adhere toclinicalHIPAA policyF-21 Document F-22 Performclinicaldiabetic footproceduresscreeningperformedF-23 Performsuture or stapleremovalG-1 PerformurinalysisG-2 Performfinger stickblood glucosetestG-3 Performfinger stickhemoglobinA1C testG-4 PerformPregnancy Test(HCG)G-5 Performfinger stick lipidtestsG-6 Performthroat RapidStrep testG-7 PerformG-8 PerformHemoglobin & finger stickHematocrit tests PT/INR tests(H & H)G-10 Performfecal occultblood testG-11 PerformmononucleosistestG-12 Performrespiratorysyncytial virus(RSV) testG-13 Performdrug screen testsG-14 PerformRapid InfluenzaA & B testG-9 Performerythrocytesedimentationrate (ESR) test

HH-1 Assist withpatientemergenciesH-2 Obtaincompletedclinical consentformH-3 Preparepatient forprocedureH-4 Set up traysfor variousproceduresH-5 Assist withphysical examH-6 Identifybody site forprocedureH-7 Assist withcatheterplacement andremovalH-8 Assist withlaceration repairH-9 Assist withburn careH-10 Assistwith x-raypositioningH-11 Assistwith PAP testand pelvicexamsH-12 Assistwith rectalexamH-13 Assist withI & D (incise anddrain) abscessH-14 Assistwith diabeticnail careH-15 Assist withtoe nail removalH-16 Assist with H-17 Assistwith skin lesionIVstreatmentH-18 Assistwith removalof foreign bodyH-19 Assistwith specialtyproceduresH-20 Assistwith cardiacstress testH-21 Assistwith castingand orthoticsH-22 Assist withcircumcisionsH-23 Assistwith biopsyH-24 Assist withcolonoscopyH-25 Assistwith flexiblesigmoidoscopyH-26 Assistwith pediatricexamAdministerMedicationsI-1 AdministerophthalmicmedicationsI-2 AdministernasalmedicationsI-3 AdministeroticmedicationsI-4 Administeroral medicationsI-5 PerformnebulizertreatmentsI-6 AdministertherapeuticinjectionsI-7 AdministertopicalmedicationsI-8 AdministersuppositoriesI-9 AdministeroxygenProvide PatientEducationJ-1 Review care J-2 Clarifyplan withmedicalpatientterminology inlaymen’s termsJ-3 Relay testresultsJ-4 ProvidemedicationinformationJ-5 Follow-upJ-6 Providewith patient post vaccineappointmentinformation(after visitsummary)J-7 ExplainmedicalproceduresJ-8 Providewound careinstructionJ-9 ProvideadaptiveequipmentinstructionJ-10 ProvideclinicalequipmentinstructionJ-11 Providepost injuryeducationJ-12 ProvideJ-13 Providechronic disease therapeutic dieteducationinformation(Diabetes,HTN, CV)J-14 ExplaintherapeuticexercisesJ-16 ProvidenutritionaleducationJ-17 Provideinformation oncomplementarymedicineK-1 PerformoperationalhuddleK-2 Performclinical huddleK-3 MaintaininternalelectronicmessagingK-5 Coordinatecommunicationwith externalproviders/ancillary servicesAssist with ationK-4 Manageincoming andoutgoing patientmessagingJ-15 Providehealth andwellnesseducation

LManage ClinicalOperationsL-1 Follow upon referralsL-2 SchedulespecialtyproceduresL-3 Coordinate L-4 Relaycare withprescriptionspecialistsinformation topharmacyL-12 MaintainL-10 OrderL-11 Ordermedications and medical supplies patient ilitiesM-1 MaintainM-2 Adhere toethical standards currentdocumentationstandardsM-3 Performwithin legalscope ofpracticeL-5 Follow upL-6 Verifywith patient post accuracy ofprocedurecoding onencounter formsL-7 Auditpatient medicalrecord forcompletenessL-8 Monitorexpiration datesof medicationsand equipmentL-9 MaintainclinicalsupplyinventoryL-13 Maintaincrash cartL-14 MaintainclinicalequipmentL-15 Maintainquality assurancelogsL-16 Maintainsecurity ofprescriptionpads andnarcoticsL-17 ManagepharmaceuticalrepresentativesL-18 Performlaundry serviceM-4 Maintainprofessionalcertifications(BLS, RMA,CMA, CPT, etc.)M-5 Participatein continuingeducationM-6 Participate in M-7 Train newhiring panelsemployeeswhen hiring otherMAsM-8 SuperviseemployeesM-9 Participatein professionalorganizationsN-5 Serve onprofessional/organizationalcommitteesN-6 PerformSafetyCoordinatordutiesN-8 Assumedepartmentalleadership roleN-9 Participatein continuousperformanceimprovementsM-10 PreceptstudentsNAssume EnhancedRoles/ResponsibilitiesN-1 Achieve“Super User”status forelectronic healthrecordsN-10 Assistwith patientnavigationN-2 Become a“Train-theTrainer” for newtechnologiesN-3 Participate N-4 Advocate foras athe patientcommunityliaisonN-7 AchieveHealth CareInterpretercertification

DACUM Competency Profile forMEDICAL ASSISTANTRevised September 27, 2012December 11-12, 2006Produced by:California Community CollegeEconomic and WorkforceDevelopment ProgramHealth Workforce Initiative3536 Butte Campus DriveOroville, CA 95965(530) 879-9049

DACUM PANEL MEMBERSCindy Chacon, CCMA-CPreceptor Program CoordinatorPalo Alto Medical FoundationMountain View, CAZoe Diaz-Lopez, CMACertified Medical AssistantSanta Barbara Health Care CenterSanta Barbara, CADebbie Francois, CCMA-ACAdministratorSan Clemente Internal Medical GroupSan Clemente, CAMichelle GranadosMedical Assistant IIKaiser PermanenteSan Diego, CAAngelina Hissner, CMAMA, Back Office CoordinatorSutter Medical Foundation-Yolo DivisionDavis, CAClaudia Huerta, CMAPrograms/EHR TrainerNorth County Health ServicesSan Marcos, CAKarla Lopez, CMAClinical AssistantSutter Medical FoundationDavis, CABrittany MooreMedical AssistantShasta Community Health CenterRedding, CAPamela Sanborn, CMA (AAMA)Medical Assistant Program ChairCabrillo CollegeAptos, CAJane Vallely, RN, CMA (AAMA)Medical Assisting Program DirectorChabot CollegeHayward, CACO-FACILITATORAnn Durham, HWI DirectorGrossmont College8800 Grossmont College DriveEl Cajon, CA 92020(619) 644-7056 Fax (619) [email protected] O’Connor, HWI DirectorGolden West College15744 Golden West StreetP.O. Box 2748Huntington Beach, CA 92647(714) 895-8975 Fax (714) [email protected]

Acronyms/Abbreviations UsedACLS: Advanced Cardiac Life SupportAED: Automatic External DefibrillatorBiPAP: Biphasic Positive Airways PressureBLS: Basic Life SupportCAIR: California Immunization RegistryCDP: Cancer Detection ProgramCHDP: Child Health and Disability PreventionCLIA: Clinical Laboratory ImprovementAmendmentsCOI: Certificate of InsuranceCMA: Certified Medical AssistantCPAP: Continuous Positive Airway PressureCPR: Cardiopulmonary ResuscitationCPT: Current Procedural TermCPT: Certified Phlebotomy TechnicianCV: CardiovascularDHS: Department of Health ServicesDPH: Department of Public HealthEHR: Electronic Health RecordEKG: ElectrocardiogramEMR: Electronic Medical RecordFAM PACT: Family Planning Access toCare and TreatmentHCG: Human Chronic Gonadotropin (pregnancy test)HIPAA: Health Insurance Portability andAccountability ActHIT: Health Information TechnologyHIV: Human Immunodeficiency VirusHMO: Health Maintenance OrganizationHTN: HypertensionICD: International Classification of DiseasesINR: International Normalized RatioIPA: Independent Practice AssociationIV: IntravenousLEEP: Loop Electrosurgical Excision ProcedureLVN: Licensed Vocational NurseMA: Medical AssistantMedi-Cal: Medicaid program in CaliforniaMI: Myocardial InfarctionMSDS: Material Safety Data SheetsOSHA: Occupational Safety & HealthAdministrationPALS: Pediatric Advanced Life SupportPCMH: Patient Centered Medical HomePCP: Primary Care ProviderPFT: Pulmonary Function TestPICC: Peripherally Inserted Central CatheterPOCT: Point of CarePPO: Preferred Provider OptionPPE: Personal Protective EquipmentPT/INR: Prothrombin Time/InternationalNormalized RatioRMA: Registered Medical AssistantRN: Registered NurseSBAR: Situation-BackgroundAssessment- RecommendationSCA: Sudden Cardiac ArrestTAR: Treatment Authorization RequestTB: Tuberculosis/PPD (Purified Protein Derivative)VFC: Vaccine For Children

Worker Characteristics and BehaviorsAccountabilityAnticipatory visionCaringChange agentCommunity ’t set limits on self (willing to jump in)Emotional intelligenceEmpathyEnjoy what they od communicator at various levelsGood time management skillsHardworkingHolistic approachHonestInnovativeIntegrityKnows boundariesKnowledgeableLeadershipListening skillsMarketing/selling servicesMotivatedMulti-taskerOpen partnering with providers/ MD PatientPatient-centeredPatient/Staff AdvocatePositive role modelProactive, tyRespectfulResponsibleSelf-motivatedSense of humorStaff motivatorTeacherTeam playerTrustworthyVisionaryWanting and doing more than is expectedWilling to learnWilling to teachWork ethicFuture TrendsIncreased technologyMore office procedures vs. hospitalMulti-lingual officesFlexible office hoursIncrease of government control of healthcare costIncreased educational requirements of Medical AssistantsMandatory certificationTeam-based careShift to preventive medicine/treatmentIncreased use of complementary careReturn/different strains of pathogensChanges in antibiotic use/misuse/overuseMore computerized medical recordsConcierge medicine/ more accessibilityMore patient educationHolistic careICD-10Changes in pharmacologyInterfacing EHRIncreased computer skill levelIncreased number of patientsPCMHIncreased number of standardized proceduresOpen/advanced accessPatient Navigation CenterImplementation of Affordable Care Act

Tools, Equipment, Supplies, and MaterialsBusiness & Front OfficesAlphabetical/Numerical sorterAnswering ServiceAppointment BookAppointment kComputerCredit Card MachineDate stamperDaysheets (If office not computerized)DictaphoneEmergency lightingEnvelopes (various sizes)FaxFile CabinetsFlash LightForms (HCFA billing/health history/new patient)General Ledger (If office not computerized)HIPPA FormInternet AccessLabelsLetterheadManila file foldersMarkersMSDS (material safety data sheets)Office FurniturePaperPaper ClipsPaper CutterPaper PunchPaper ShredderPensPencilsPencil SharpenerPhotocopierPolicies and Procedure manualPost-it-notesPostal Machine and MeterPrintersReference Books:-Gray’s Anatomy-ICD-10-CM (International Classification ofDiseases, 10th Revision Clinical Modification)-CPT (Current Procedural Terminology)-HCPCS (Healthcare Common Procedure CodingSystem)-HCFA (Health Care Financing Administration)-PDR (Physician’s Drug Reference)-Medical DictionaryScissorsSoftware (Billing, AP/AR, Word one directoryTelephone message padsGeneral Housekeeping SuppliesBleachBroomCleaning suppliesDisinfectantDust panDust clothLotionMopPaper towelsScrub brushesSoapSweeperToilet brushToilet paperToilet seat covers

Back OfficeAce bandagesAlcoholAlcohol wipesAmbu-BagAnal basinsAnal scope & SuppliesAudiometry eBio-hazardous/hazardous waste containersBlood glucose monitor/Test stripsBreathalyzerButterfly needlesCasting materialsCast removal machineCatheters/urinaryCentrifugeChemical sterilantChemical/thermal packsChuxCircumcision boardColonoscopeCotton ballsCotton tip applicatorsCrash cartCrutchesCulturettes (bacterial/viral)DermabondDiapersDigital cameraDiluent solutionDiluent waterDoppler MonitorDosimeterDrainage tubeDrapes/gowns/capesDressing supplies/wound packing suppliesDrugs & solutionsDrug screening equipmentDysol (Aluminum Chloride)EKG machine/suppliesElectro-cauteryEmergency lightingEmesis basinEndocervical curettesExamination table/chairEye occludersFlash lightFleet enemasFoot cradleFormalinGauze/tube/pads/sterileGermicide solutionGloves/sterile/utilityGram stain suppliesGurneyHead/hand mirrorFecal occult blood test suppliesHemoglobin A1C machine/kitHighlightersHot packsHydrogen peroxideIce packsIrrigation trayIshihara color platesLab slides/cover slipsLabelsLancetLaryngeal mirrorLightsLinensLubricantKidney basinMarking pens for skinMasks/capsMedication cupsMicrocapillary hematocrit tubesMicroscopeMono Spot Test KitsMSDS (Material Safety Data Sheets)Nasal scopesNon-rebreather maskNormal salineOphthalmoscopeOtoscope/otoscope sheathsOxygen/tank/masks/tubingPap lightPap smear fixativePap smear kitPaperPaper clipsPaper punchPaper sheeting for exam tablePatient gownsPeak flow meterPencilsPensPhenol solutionPillows/pillow case covers

Back Office (continued)PipettePocket maskPodophyllin solutionPolaroid cameraPolices & procedures manualPost-it-notesPotassium hydroxidePregnancy test kitsPrescription padsProtective wear (gowns/masks/face shields/goggles)PT INR machinePulmonary nebulizerPulse oximeterPunch biopsy kitRapid strep kitRazorsReference booksReflex hammerRefrigerator/freezerRefrigerator thermometerSanitary napkinsScale adult & babyScissorsSecure shredder containerSharps containerSigmoid scopeSilvadeneSlingsSnellen chart/ eye acesStaples/staple removerSterile waterSterile wrap (autoclave)SteristripsStethoscopeSuction equipment/instrumentsSurgical instrumentsSurgical tapeSuture removal equipmentSuturesSyringes/needlesTape measureTelephoneTelephone directoryTelephone message padsThermometer (Toral/rectal/aural/temporal)Thermometer sheathsTimerTincture of BenzoinTongue depressorsTourniquetsTowelsTrach tubesTrash cansTube gauze and applicatorTubex syringe holdersTympanometerUrinalysis dipstick machineUrine cupsUrine dipstickVacutainer (needles/tubes)WalkersWatchWaterpik/ear syringeWheel chair

General Knowledge and SkillsSkills/KnowledgeAccounts PayableAccounts ReceivableAnatomy and PhysiologyAvailable healthcare resourcesBanking/check writingBasic math skillsBasic computer skillsBasic psychologyBookkeeping skillsCLIA (Clinical LaboratoryImprovement Amendment)regulationsClinical proceduresCritical thinkingCPR- BLSCPT-4 (Current ProceduralTerminology, 4th edition)Documentation/formsDurable power of attorneyElectronic medical billingEmergency protocolsEthicsGender/cultural diversityHCPCS common procedurecoding systemHCFA’s Health Care FinancingAdministrationHIPAAICD-10-CM (InternationalClassification of Diseases, 10thRevision Clinical Modification)InsuranceInsurance terminologyJoint CommissionLeadership skillsLegal issues/aspects of healthcareMandated reportingMedical terminologyNew equipmentOrganization principlesOSHA regulationsPathophysiologyPatient education skillsPDR (Physicians’ Desk Reference)PharmacologyPolicies and proceduresProblem-solvingSchedulingScope of practice/state regulationsStandard procedures ofinfection controlSterile techniqueStress managementTelephone and email etiquetteTime management skillsSpecialtiesInternal MedicineCardiologyDrug and AlcoholSports MedicineGastroenterologyOccupational medicinePhysical TherapyNeurologyPediatricsWomen’s HealthEndocrinologyOral SurgeryUrologyOphthalmologyOrthopedicsPlastic surgeryPodiatryEar Nose ThroatNephrologyCorrections/ prison healthcareInfectious DiseaseMinor SurgeryGeneral SurgeryBreast CertificationsCPR-Cardiac Life SupportCCMA- California Certified Medical AssistantCMA (AAMA) – Certified Medical AssistantRMA- Registered Medical AssistantPFT- Pulmonary function testingPhlebotomy

Shasta Community Health Center Redding, CA Jane Vallely, RN, CMA (AAMA) Medical Assisting Program Director Chabot College Hayward, CA CO-FACILITATOR Ann Durham, HWI Director Grossmont College 8800 Grossmont College Drive El Cajon, CA 92020 (619) 644-7056 Fax (619) 644-7058 . LVN: Licensed Vocational Nurse MA: Medical Assistant Medi-Cal .