Medical Assistant Checklist

Administrative Tasks

• Check and prepare appointment schedules for the day's patients.

• Confirm appointments for the next day and handle rescheduling as necessary.

• Update and review patient records for accuracy and completeness.

• Manage inventory, order supplies, and verify delivery of medical equipment.

• Update coding and billing records for the day’s services, ensuring accuracy.

• Manage referrals, test ordering, and follow-up appointments.

• Process and verify the accuracy of medical billing.

• Record and update insurance information accurately.

Clinical Tasks

• Prepare and sanitize examination rooms for patient visits.

• Assist with patient examinations, and procedures, and ensure patient comfort.

• Perform routine lab tests and clinical procedures accurately.

• Administer medications as prescribed, confirming dosage and patient identity.

• Document vital signs, medical history, and patient observations meticulously.

• Perform sterilization and maintenance procedures for clinical equipment.

• Provide comprehensive patient education and instructions for care.

Communication and Quality Care Tasks

• Report any changes in the patient's condition to the physician promptly.

• Manage patient communication effectively, ensuring clarity and empathy.

• Optimize healthcare operations for efficiency without compromising patient care.

• Ensure strict adherence to privacy laws, HIPAA regulations, and patient confidentiality.

• Provide consistent, high-quality care to all patients, respecting diversity and needs.

• Follow and enforce all healthcare safety standards and protocols.

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