Modification History
Unit Descriptor
This unit of competency describes the skills and knowledge required to provide administration for a clinical health practice according to the size and scale of the business
Application of the Unit
Licensing/Regulatory Information
Pre-Requisites
Employability Skills Information
The required outcomes described in this unit of competency contain applicable facets of Employability Skills
The Employability Skills Summary of the qualification in which this unit of competency is packaged will assist in identifying Employability Skill requirements
Elements and Performance Criteria Pre-Content
Elements define the essential outcomes of a unit of competency.
The Performance Criteria specify the level of performance required to demonstrate achievement of the Element. Terms in italics are elaborated in the Range Statement.
Elements and Performance Criteria
Elements and Performance Criteria |
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Element |
Performance Criteria |
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1 |
Establish and maintain administrative systems |
1.1 |
Identify and perform routine tasks |
1.2 |
Follow policies and procedures are followed |
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1.3 |
Use resources appropriately |
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1.4 |
Establish administrative systems |
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2 |
Conduct financial administration |
2.1 |
Administer financial procedures of the business |
2.2 |
Maintain systems for financial documentation |
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2.3 |
Record information for financial reports is recorded |
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3 |
Follow practice management strategies |
3.1 |
Follow operational strategies |
3.2 |
Follow marketing strategies |
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3.3 |
Attend meetings are attended |
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3.4 |
Monitor stock levels and supplies |
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3.5 |
Comply with statutory and regulatory requirements |
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4 |
Administer personnel management strategies |
4.1 |
Follow human resource strategies |
4.2 |
Administer payroll and employee records |
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4.3 |
Follow diversity guidelines |
Required Skills and Knowledge
This describes the essential skills and knowledge and their level required for this unit. |
Essential knowledge : Knowledge of clinic practices and procedures Knowledge of stock control methods and procedures Knowledge of forms and administrative systems Knowledge of services available and charges Knowledge of planning and control systems (sales, advertising and promotion, distribution and logistics) Knowledge of financial recording systems Knowledge of legal rights and responsibilities Knowledge of record keeping duties Knowledge of operational factors relating to the business (provision of professional services, products) Knowledge of business systems |
Essential skills : Ability to: Establish and maintain administrative systems Accurately record financial transactions Maintain payroll records Securely manage monies Follow clinic practice guidelines Give and receive communication messages Apply time management skills |
Evidence Guide
The evidence guide provides advice on assessment and must be read in conjunction with the Performance Criteria, Required Skills and Knowledge, the Range Statement and the Assessment Guidelines for this Training Package. |
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Critical aspects for assessment and evidence required to demonstrate this competency unit : |
Observation of performance in the workplace or a simulated workplace (defined as a supervised clinic) is essential for assessment of this unit Assessment may contain both theoretical and practical components and examples covering a range of clinical situations Evidence is required of both knowledge and skills application. The assessee must provide evidence of specified essential knowledge as well as skills Consistency of performance should be demonstrated over the required range of situations relevant to the workplace Where, for reasons of safety, space, or access to equipment and resources, assessment takes place away from the workplace, the assessment environment should represent workplace conditions as closely as possible Assessment of sole practitioners must include a range of clinical situations and different client groups covering at minimum, age, culture and gender Assessment of sole practitioners must consider their unique workplace context, including: Interaction with others in the broader professional community as part of the sole practitioner's workplace Scope of practice as detailed in the qualification and component competency units Holistic/integrated assessment including: working within the practice framework performing a health assessment assessing the client planning treatment providing treatment |
Access and equity considerations : |
All workers in the health industry should be aware of access and equity issues in relation to their own area of work All workers should develop their ability to work in a culturally diverse environment In recognition of particular health issues facing Aboriginal and Torres Strait Islander communities, workers should be aware of cultural, historical and current issues impacting on health of Aboriginal and Torres Strait Islander people Assessors and trainers must take into account relevant access and equity issues, in particular relating to factors impacting on health of Aboriginal and/or Torres Strait Islander clients and communities |
Context of and specific resources for assessment : |
Assessment should replicate workplace conditions as far as possible Simulations may be used to represent workplace conditions as closely as possible Where, for reasons of safety, access to equipment and resources and space, assessment takes place away from the workplace, simulations should be used to represent workplace conditions as closely as possible Resources essential for assessment include: an appropriately stocked and equipped clinic or simulated clinic environment relevant texts or medical manuals documented process to enable the access and interpretation of up-to-date information relevant assessment instruments appropriate assessment environment skilled assessors |
Method of assessment |
Observation in the workplace (if possible) Written assignments/projects or questioning should be used to assess knowledge Case study and scenario as a basis for discussion of issues and strategies to contribute to best practice. Clinical skills involving direct client care are to be assessed initially in a simulated clinical setting (laboratory). If successful, a second assessment is to be conducted during workplace application under direct supervision. Explanations of technique |
Range Statement
RANGE STATEMENT |
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The Range Statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts. |
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Routine tasks may include : |
Maintaining information systems Providing practice communications Performing financial activities Maintaining stock and resources |
In accordance with requirements for the scale of the operation policies and procedures may include : |
Treatment protocols Human resources policies Communication procedures Emergency procedures Stock control procedures Financial procedures Documentation procedures Security procedures Policy and procedure guidelines developed and/or provided by industry associations |
Resources may include : |
Physical environment Practice/medical equipment Administrative equipment and materials Communications equipment Marketing materials |
Financial documentation may include : NB These will vary in complexity according to the scale of the business and the level of support employed from accountants and financial consultants . |
Banking documentation Credit transactions Creditors and debtors systems Costing procedures Draft financial forecasts/budgets Stock records Petty cash Asset registers Payroll records |
Financial reports may include : NB These will vary in complexity according to the scale of the business and the level of support employed from accountants and financial consultants |
Cash flow forecasts Budget reports Reconciliations Taxation documentation Profit and loss statements Detailed ledger accounts |
Operational strategies may include : |
Management and administrative systems and procedures Office systems Marketing approaches Staffing procedures Daily operation procedures Environmental strategies |
Marketing strategies may include : |
Promotional and public relations activities Development of marketing/promotional materials Publicity and media relations Advertising Pricing strategies |
Stock may include : |
Materials and equipment required to prepare and dispense medicines Materials and equipment used in the treatment of clients Medicinal preparations provided to clients Stationery and administrative supplies Information materials provided to clients Other promotional materials |
Statutory and regulatory requirements may include local , state and national legislation and regulations affecting business operations such as : |
Business registration Planning and other permissions Fire, occupational and environmental legislation Taxation, copyright and trademark regulations Codes of practice standards Anti-competition/monopoly and consumer-based legislation Anti-discrimination Act Equal Employment Opportunities Act Therapeutic Goods Act |
Human resource strategies may include : NB These will vary in detail according to number of personnel involved either as practitioner partners or employees |
Recruitment, policies and procedures Training and assessment Performance management strategies Personnel documentation Workplace communications Planning and facilitation of meetings Implementation of statutory requirements Workplace health and safety Time and stress management Support networks |
Employee records may include : |
Job/position descriptions Employee records (including tax file number, remuneration, leave and training records, records of disciplinary action, time and wages sheets) Records of taxation and superannuation payments made OHS records Relevant awards and/or industrial agreements |
Manage diversity involves : Valuing and utilising the different skills , backgrounds and capabilities of self and staff and developing strategies to encourage and enable their effective integration into the business . Diversity may include for example : |
Gender Culture Language Network of contact Work preference Competencies Education Work history |