Medical Assistant Checklist

Patient Information Collection

• Verify patient identity: Name, date of birth, insurance info

• Document medical history: Past surgeries, allergies, medications

• Confirm reason for visit: Detailed symptoms or concerns

• Record emergency contact: Name, relationship, phone number

Patient Consent and Authorization

• Obtain signed consent for treatment

• Collect insurance information for billing purposes

Pre-Appointment Preparation Checklist

Preparing Patient Records

Preparing Medical Equipment

• Sterilize exam room and medical instruments

• Ensure availability of necessary diagnostic tools (e.g., thermometer, BP cuff)

Post-Appointment Follow-Up

Patient Instructions

• Provide written instructions for medications or follow-up care

• Schedule next appointment (if required)

Documentation and Billing

• Document visit details in the system: diagnosis, treatments, prescriptions

• Prepare insurance claim and submit according to policy

Inventory Management

Equipment Maintenance

• Inspect all medical devices for functionality

• Log any faulty equipment and arrange for repairs

Procedure and Testing Assistance

Preparing for Testing

• Ensure patient has followed pre-test instructions (e.g., fasting)

• Confirm the correct specimen (blood, urine, etc.) has been collected

During the Procedure

• Assist doctor or technician with positioning and patient comfort

• Prepare necessary testing materials and equipment (e.g., lab requisitions)

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