You are on page 1of 5

Clerical

SKILLS COMPETENCY RATING EMPLOYEE INFORMATION


Total Competency Rating
Name: Tom Becker
Date Completed: 05/17/2022
Skills Checklist
Clerical
Name:
Company: LaborEdge
Assessment ID: --

Overall Proficiency Rating Overall Frequency Rating

SKILLS CHECKLIST DETAILS


A. ACCOUNTING Avg. Rating: Proficiency: 4 Frequency: 4
Proficiency Frequency
1. Accounts payable 1 2 3 4 NA 1 2 3 4 NA

2. Accounts receivable 1 2 3 4 NA 1 2 3 4 NA

3. Assistant bookkeeper 1 2 3 4 NA 1 2 3 4 NA

4. Automated payroll 1 2 3 4 NA 1 2 3 4 NA

5. Billing 1 2 3 4 NA 1 2 3 4 NA

6. Certified public accountant 1 2 3 4 NA 1 2 3 4 NA

7. Credit/collections 1 2 3 4 NA 1 2 3 4 NA

8. Deposits 1 2 3 4 NA 1 2 3 4 NA

9. Financial statements 1 2 3 4 NA 1 2 3 4 NA

10. Full charge bookkeeper 1 2 3 4 NA 1 2 3 4 NA

11. General ledger 1 2 3 4 NA 1 2 3 4 NA

12. Inventory 1 2 3 4 NA 1 2 3 4 NA

13. Manual Payroll 1 2 3 4 NA 1 2 3 4 NA

14. Pegboard 1 2 3 4 NA 1 2 3 4 NA

15. Posting 1 2 3 4 NA 1 2 3 4 NA
Clerical

16. Profit/logg 1 2 3 4 NA 1 2 3 4 NA

17. Quarterly Reports 1 2 3 4 NA 1 2 3 4 NA

18. Reconciliation 1 2 3 4 NA 1 2 3 4 NA

19. Statistics 1 2 3 4 NA 1 2 3 4 NA

20. Teller 1 2 3 4 NA 1 2 3 4 NA

21. Trial Balance 1 2 3 4 NA 1 2 3 4 NA


B. FRONT OFFICE Avg. Rating: Proficiency: 4 Frequency: 4
Proficiency Frequency
1. Chart analysis 1 2 3 4 NA 1 2 3 4 NA

2. File clerk 1 2 3 4 NA 1 2 3 4 NA

3. Information release 1 2 3 4 NA 1 2 3 4 NA

4. Medical records 1 2 3 4 NA 1 2 3 4 NA

5. Reception, medical office 1 2 3 4 NA 1 2 3 4 NA

6. Reception general office 1 2 3 4 NA 1 2 3 4 NA

7. Receive calls 1 2 3 4 NA 1 2 3 4 NA

8. Switchboard operator 1 2 3 4 NA 1 2 3 4 NA

9. Scheduling, manual 1 2 3 4 NA 1 2 3 4 NA

10. Scheduling, computerized 1 2 3 4 NA 1 2 3 4 NA

11. EMR systems (electronic medical records) 1 2 3 4 NA 1 2 3 4 NA


C. BILLING Avg. Rating: Proficiency: 4 Frequency: 4
Proficiency Frequency
1. Commercial billing 1 2 3 4 NA 1 2 3 4 NA

2. Government billing 1 2 3 4 NA 1 2 3 4 NA

3. CHAMPUS 1 2 3 4 NA 1 2 3 4 NA

4. CHAMPUS VA 1 2 3 4 NA 1 2 3 4 NA

5. Med. Assist 1 2 3 4 NA 1 2 3 4 NA

6. Medicare A 1 2 3 4 NA 1 2 3 4 NA

7. Medicare B 1 2 3 4 NA 1 2 3 4 NA

8. Railroad med 1 2 3 4 NA 1 2 3 4 NA

9. Workers comp 1 2 3 4 NA 1 2 3 4 NA

10. Managed care billing 1 2 3 4 NA 1 2 3 4 NA


D. CODING Avg. Rating: Proficiency: 4 Frequency: 4
Proficiency Frequency
1. ICD-9 1 2 3 4 NA 1 2 3 4 NA

2. CPT 1 2 3 4 NA 1 2 3 4 NA
E. SPECIALTIES Avg. Rating: Proficiency: 4 Frequency: 4
Proficiency Frequency
1. Geriatrics 1 2 3 4 NA 1 2 3 4 NA
Clerical

2. Mental health 1 2 3 4 NA 1 2 3 4 NA

3. Orthopedics 1 2 3 4 NA 1 2 3 4 NA

4. Pediatrics 1 2 3 4 NA 1 2 3 4 NA

5. Radiology 1 2 3 4 NA 1 2 3 4 NA

6. Surgery 1 2 3 4 NA 1 2 3 4 NA

7. Adjustment requests 1 2 3 4 NA 1 2 3 4 NA

8. Cash application 1 2 3 4 NA 1 2 3 4 NA

9. Charge entry 1 2 3 4 NA 1 2 3 4 NA

10. Coordination of benefits 1 2 3 4 NA 1 2 3 4 NA

11. Credentialing 1 2 3 4 NA 1 2 3 4 NA

12. Credit/collections 1 2 3 4 NA 1 2 3 4 NA

13. Customer service 1 2 3 4 NA 1 2 3 4 NA

14. EOB's 1 2 3 4 NA 1 2 3 4 NA

15. Pre certs 1 2 3 4 NA 1 2 3 4 NA

16. Receipt entry 1 2 3 4 NA 1 2 3 4 NA

17. Referrals 1 2 3 4 NA 1 2 3 4 NA

18. Utilization review 1 2 3 4 NA 1 2 3 4 NA

19. Billing 1 2 3 4 NA 1 2 3 4 NA

20. HCFA 1500 1 2 3 4 NA 1 2 3 4 NA

21. UB 82 & 92 1 2 3 4 NA 1 2 3 4 NA
F. DESKTOP PUBLISHING Avg. Rating: Proficiency: 4 Frequency: 4
Proficiency Frequency
1. Pagemaker 1 2 3 4 NA 1 2 3 4 NA

2. Quark 1 2 3 4 NA 1 2 3 4 NA
G. SECRETARIAL Avg. Rating: Proficiency: 4 Frequency: 4
Proficiency Frequency
1. Administrative 1 2 3 4 NA 1 2 3 4 NA

2. Correspondence 1 2 3 4 NA 1 2 3 4 NA

3. Executive 1 2 3 4 NA 1 2 3 4 NA

4. Legal 1 2 3 4 NA 1 2 3 4 NA

5. Medical 1 2 3 4 NA 1 2 3 4 NA

6. Minutes 1 2 3 4 NA 1 2 3 4 NA

7. Shorthand/speedwriting 1 2 3 4 NA 1 2 3 4 NA

8. Transcription/dictation 1 2 3 4 NA 1 2 3 4 NA
H. DATA ENTRY Avg. Rating: Proficiency: 4 Frequency: 4
Proficiency Frequency
1. Alpha 1 2 3 4 NA 1 2 3 4 NA

2. Keypunch/hr 1 2 3 4 NA 1 2 3 4 NA
Clerical

3. Numeric 1 2 3 4 NA 1 2 3 4 NA

4. Reverse Keypad 1 2 3 4 NA 1 2 3 4 NA
I. OFFICE SETTINGS Avg. Rating: Proficiency: 4 Frequency: 4
Proficiency Frequency
1. Medical clinic 1 2 3 4 NA 1 2 3 4 NA

2. Dental clinic 1 2 3 4 NA 1 2 3 4 NA

3. Chiropractic clinic 1 2 3 4 NA 1 2 3 4 NA

4. General office 1 2 3 4 NA 1 2 3 4 NA

5. Home office 1 2 3 4 NA 1 2 3 4 NA

6. Hospital 1 2 3 4 NA 1 2 3 4 NA

7. Insurance company 1 2 3 4 NA 1 2 3 4 NA
J. SOFTWARE SYSTEMS Avg. Rating: Proficiency: 4 Frequency: 4
Proficiency Frequency
1. DISC 1 2 3 4 NA 1 2 3 4 NA

2. PACE 1 2 3 4 NA 1 2 3 4 NA

3. VERSYS 1 2 3 4 NA 1 2 3 4 NA
K. SPREADSHEET Avg. Rating: Proficiency: 4 Frequency: 4
Proficiency Frequency
1. Excel 1 2 3 4 NA 1 2 3 4 NA

2. Lotus 1 2 3 4 NA 1 2 3 4 NA
L. WORD PROCESSING Avg. Rating: Proficiency: 4 Frequency: 4
Proficiency Frequency
1. Word 1 2 3 4 NA 1 2 3 4 NA

2. PFS-Prof Write 1 2 3 4 NA 1 2 3 4 NA

3. Word Perfect 1 2 3 4 NA 1 2 3 4 NA
M. CONTACT MANAGEMENT/EMAIL Avg. Rating: Proficiency: 4 Frequency: 4
Proficiency Frequency
1. ACT 1 2 3 4 NA 1 2 3 4 NA

2. Goldmine 1 2 3 4 NA 1 2 3 4 NA

3. Outlook 1 2 3 4 NA 1 2 3 4 NA
N. COMPUTER HARDWARE Avg. Rating: Proficiency: 4 Frequency: 4
Proficiency Frequency
1. ACT 1 2 3 4 NA 1 2 3 4 NA

2. IBM AS/400 1 2 3 4 NA 1 2 3 4 NA

3. IBM PC/Compatible 1 2 3 4 NA 1 2 3 4 NA

4. Mcinosh 1 2 3 4 NA 1 2 3 4 NA
O. IBM & COMPUTER SOFTWARE DISK
Avg. Rating: Proficiency: 4 Frequency: 4
OPERATING SYSTEM
Proficiency Frequency
Clerical

1. DOS 1 2 3 4 NA 1 2 3 4 NA

2. Local area network 1 2 3 4 NA 1 2 3 4 NA

3. Microsoft windows 1 2 3 4 NA 1 2 3 4 NA

4. Windows NT 1 2 3 4 NA 1 2 3 4 NA
P. DATABASE MANAGEMENT Avg. Rating: Proficiency: 4 Frequency: 4
Proficiency Frequency
1. Dbase 1 2 3 4 NA 1 2 3 4 NA

2. Access 1 2 3 4 NA 1 2 3 4 NA
Q. GRAPHICS/DRAWING Avg. Rating: Proficiency: 4 Frequency: 4
Proficiency Frequency
1. Adobe Illustrator 1 2 3 4 NA 1 2 3 4 NA

2. Gemdraw 1 2 3 4 NA 1 2 3 4 NA

3. Persuasion 1 2 3 4 NA 1 2 3 4 NA

4. Power point 1 2 3 4 NA 1 2 3 4 NA
R. INTEGRATED Avg. Rating: Proficiency: 4 Frequency: 4
Proficiency Frequency
1. Microsoft works 1 2 3 4 NA 1 2 3 4 NA

2. Q&A 1 2 3 4 NA 1 2 3 4 NA

Agency not responsible for any discrepancy in Skills Checklist Yes


Date 2022-05-17
Digital Signature Initial AT
Digital Signature Full Name AT
Ip Address 106.213.73.174, 10.0.3.40
Date And Time 05/17/2022 13:09:49

You might also like