Modification History
HLT07 Version 4 |
HLT07 Version 5 |
Comments |
HLTDA306C Assist with administration in dental practice |
HLTDA306D Assist with administration in dental practice |
ISC upgrade changes to remove references to old OHS legislation and replace with references to new WHS legislation. Updated pre-requisite units. No change to competency outcome. |
Unit Descriptor
Descriptor |
This unit of competency describes the skills and knowledge required for a dental assistant to assist the operator by managing appointments to suit the client and the organisation, to record and reconcile payments and to maintain client records All procedures are carried out in accordance with work health and safety (WHS) policies and procedures, current infection control guidelines, Australian and New Zealand Standards, State/Territory legislative requirements and organisation policy |
Application of the Unit
Application |
This unit applies to dental assistants who assist with administration in dental practice It acknowledges the role of these members of the dental team to make appointments for clients and handle payments |
Licensing/Regulatory Information
Not Applicable
Pre-Requisites
Pre-requisite units |
This unit must be assessed after successful achievement of pre-requisites:
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Employability Skills Information
Employability Skills |
This unit contains Employability Skills |
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
ELEMENT |
PERFORMANCE CRITERIA |
1. Communicate effectively with clients and other persons |
1.1 Greet clients and other visitors appropriately 1.2 Make available an appropriate environment for the client to complete medical, dental and financial details 1.3 Listen carefully and be sensitive to client and/or carer point of view 1.4 Provide information to client and/or carer appropriately and completely using language that can be easily understood 1.5 Ensure client and/or carer understands information provided to them 1.6 Show empathy and respect for client and/or carer by being polite and avoiding negative comments |
2. Respond appropriately to enquiries from clients and visitors |
2.1 Maintain personal dress and presentation 2.2 Operate communication equipment effectively 2.3 Respond to enquiries promptly, politely and ethically 2.4 Determine the purpose of an enquiry, the identity of the person and retrieve relevant record/s if required 2.5 Prioritise messages and record them legibly and accurately 2.6 Refer enquiries outside area of responsibility and/or knowledge to appropriate supervisor 2.7 Comply with organisation protocols for electronic communication with clients and/or carers 2.8 Maintain confidentiality of information relating to clients, staff and the dental practice/organisation |
3. Allocate appointments appropriate to client and organisation requirements |
3.1 Identify the client's appointment requirements 3.2 Agree an appointment time which meets the client's preferences and the organisation's requirements 3.3 Record the appointment details accurately and legibly using standard dental notation in the organisations appointment system 3.4 Provide a copy of appointment details to the client 3.5 Monitor appointment schedules and notify clients and the oral health care team of any necessary changes within a suitable timeframe |
4. Calculate and record basic financial transactions |
4.1 Complete petty cash vouchers accurately and account for all monies 4.2 Calculate correct fees 4.3 Apply GST where appropriate in line with identified requirements 4.4 Check and record legibly and accurately payments received 4.5 Validate cheques and credit card vouchers 4.6 Provide the client with a receipt |
5. Handle cash and record financial transactions |
5.1 Balance accurately monies received against records of payment in accordance with organisation policies 5.2 Secure cash is secured in an approved location 5.3 Respond to suspected breaches of security and take the appropriate action with minimum delay in accordance with organisation policies 5.4 Identify a record of bad debts and take appropriate action in line with office procedures 5.5 Follow banking procedures in accordance with organisation policies |
6. Maintain client records |
6.1 Remove the correct client files and attach the appropriate fees and diagnostic records 6.2 Place files in order of appointment 6.3 Enter information legibly, accurately and update as appropriate 6.4 File client dental records correctly after use 6.5 Maintain up-to-date, accurate, legible and complete records of laboratory work |
7. Assist with client recalls |
7.1 Apply knowledge of a client recall system 7.2 Mark client records with the relevant recall date as appropriate and as directed by the operator 7.3 Identify clients who are due for recall and notify them that an appointment is due 7.4 Follow-up with courtesy those clients who do not respond to a recall appointment request |
Required Skills and Knowledge
In order for a safe inference of competence to be made on this unit, the candidate must provide evidence of the following areas of skills and knowledge. |
Essential knowledge: The candidate must be able to demonstrate essential knowledge required to effectively do the task outlined in elements and performance criteria of this unit, manage the task and manage contingencies in the context of the identified work role This includes knowledge of:
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Essential skills: It is critical that the candidate demonstrate the ability to
In addition, the candidate must be able to effectively do the task outlined in elements and performance criteria of this unit, manage the task and manage contingencies in the context of the identified work role This includes the ability to:
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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: |
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Context of and specific resources for assessment: |
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Method of assessment |
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Access and equity considerations: |
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Range Statement
The Range Statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. |
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Abbreviations and symbols may include: |
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Communication equipment may include: |
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Maintaining confidentiality may include but is not limited to: |
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Appointment requirements may include but are not limited to: |
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Recording of appointment details may include: |
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Dental records may include but are not limited to: |
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Recall systems may include: |
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Unit Sector(s)
Not Applicable