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

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Pre-Appointment Preparation Checklist

Preparing Patient Records

Task	Completion Date	Notes
Verify insurance eligibility	May 5, 2050	Ensure insurance is active and valid
Confirm appointment details	May 5, 2050	Call patient to confirm time and location
Prepare patient file for the visit	May 5, 2050	Gather previous records if applicable
Review doctor's notes from last visit	May 5, 2050	Note any changes in the patient's condition

Preparing Medical Equipment

• Sterilize exam room and medical instruments

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

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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

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Inventory Management

Item	Quantity Checked	Reorder Level	Notes
Bandages	50	20	Order more if below 20
Needles	100	40	Order more if below 40
Gloves	200	50	Ensure variety in sizes

Equipment Maintenance

• Inspect all medical devices for functionality

• Log any faulty equipment and arrange for repairs

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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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