© 2017 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Name: __________________________________________ Date: _____________ Score: _____________
Competency Checklist
Procedure 35–1: Perform Patient Screening
ABHES Curriculum
MA.A.1.4.a Follow documentation guidelines
MA.A.1.8.f Display professionalism through written and verbal communications
MA.A.1.9.b Formulate chief complaint
CAAHEP Core Curriculum
I.P.3 Perform patient screening using established protocols
I.A.1 Incorporate critical thinking skills when performing patient assessment
I.A.2 Incorporate critical thinking skills when performing patient care
V.P.1 Use feedback techniques to obtain patient information including: (a) reflection, (b) restatement, and
(c) clarification
V.P.3 Use medical terminology correctly and pronounced accurately to communicate information to providers
and patients
V.P.11 Report relevant information concisely and accurately
V.A.1 Demonstrate: (a) empathy, (b) active listening, and (c) nonverbal communication
V.A.2 Demonstrate the principles of self-boundaries
X.A.1 Demonstrate sensitivity to patient rights
Task: To conduct an in-person screening to identify and accurately record the patient’s chief complaint
(CC) and related symptoms in the patient’s medical record.
Supplies & Conditions: Patient’s chart or computer with appropriate software, pen, and any supplies or equipment
needed to set up the room according to the reason for the patient being seen.
Standards: A maximum of three attempts may be used to complete the task. The time limit for each attempt
is 10 minutes, with a minimum score of 70 percent. Scoring: Determine student’s score by
dividing points awarded by total points possible and multiplying results by 100.
EVALUATION
Evaluator Signature: Date:
Evaluator Comments:
499
click to sign
signature
click to edit
© 2017 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Name: __________________________________________ Date: _____________ Score: _____________
Procedure 35–1 Steps
Start Time: End Time: Total Time:
Steps
Possible
Points
First
Attempt
Second
Attempt
Third
Attempt
1.
Demonstrate sensitivity to patient rights.
10
2. Review any completed office forms, including the
HIPAA authorization agreement.
10
3. Call the patient by name from the reception room. 15
4.
Demonstrate the principles of self-boundaries.
15
5. Restate the patient’s name and introduce yourself. 15
6. Explain what you will be doing and request
participation. Incorporate critical thinking skills when
performing patient assessment and care.
15
7. Ask what brings the person to the office today.
Demonstrate empathy, active listening, and nonverbal
communication.
15
8. Use questioning to focus on the CC, its characteristics,
and any related symptoms.
15
9. Identify and record any secondary concerns. 15
10. Ask the patient whether he or she is taking any
medications.
15
11. Ask the patient whether he or she has any allergies. 15
12. Reconfirm the CC, symptoms, and any other concerns
with the patient.
15
13. Record the CC statement and related information on the
chart or EMR.
15
14. Set up the room according to the patient’s complaint,
demonstrating time management and anticipation skills.
15
15. Dismiss yourself in a professional manner and indicate
to the patient the approximate wait time.
15
16. Notify the provider that the patient is ready to be seen. 15
Points Awarded / Points Possible _____/
230
500