6+ Best Medical Assistant Checklist Examples & Templates [Download Now]


You already know by now that a medical assistant is a unique professional that can add value to your healthcare facility. But that’s only if they meet the requirements to work in a healthcare setting. The question is: how exactly are you going to make sure that the person you bring onboard has the skills and the experience to work as an assistant? Well, this is where a medical assistant checklist template comes in. Here are some good examples.

Medical Assistant Checklist Examples & Templates

1. Medical Assistant Checklist Example

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Size: A4, US

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2. Medical Assistant Student File Checklist

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  • PDF

Size: 92 KB

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If you are looking for a sample file that you can use to evaluate a medical assistant student, this is a good option for you. Remember, before a medical student can get an enrollment as an extern in a medical setting, they must meet some legal requirements. And this evaluation template outlines them all.

If you take a closer look at this document, you will notice that the terms and conditions for the externship are clear. The document also indicates the conditions under which a student should provide these details. It is your responsibility to make sure that a medical assistant student provides and meet the relevant requirements before enrolling them for the externship program.

Another important thing that an externship program must indicate is the start and end date of the program. Down at the bottom of this sample template, you’ll see an option to write these dates. State the start date of the program as well as the end date of the same.

3. Medical Assistant Checklist Format

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  • PDF

Size: 329 KB

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This checklist template has relevant information, which can help you to determine if a trainee can make a good medical assistant. It is important to understand that you can take the information provided in this document and apply it in any evaluation, as long as the theme is medical assisting. So, just how useful is this medical assistant checklist template? Well, this is a 22-page template, which means it covers quite a lot. Here are some few things the template covers.

This checklist helps you to evaluate trainee’s telephone communication skills. From receiving a call on time and holding the phone correctly to using the right medical terms and responding to the emergency, you’ll use this checklist to screen their communication skills properly. This checklist will also help you to evaluate how the trainee receives patients to the hospital as well as how they record their medical history. This template is comprehensive. And the best part is that you can download it for free and use it right away.

4. Medical Assistant Checklist Sample

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  • PDF

Size: 392 KB

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Let’s start with the fact that a medical assistant checklist isn’t difficult to create. However, you have to put a lot of information together. And that takes a lot of time. This explains why it is always a good idea to download a pre-built printable checklist template instead. A pre-designed PDF medical assistant checklist isn’t just free to download; it’s also free to use. With that said, here is a good example that you can download and use right away. But before you hit the download button, here’s why this sample template stands out from the many options on the internet:

First is relevance. The template has accurate information around medical assisting. Anyone reading this checklist will understand what you are looking for after reading the document the first time. Second, the language used is simple and easy to understand. There are no medical jargons in the text for the simple reason that they would make the document difficult to read and understand.

5. Basic Medical Assistant Skills Checklist

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  • PDF

Size: 78 KB

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You already know by now that a medical assistant is a very important person in a healthcare setting. But how exactly do you know that the person you are about to bring on to the medical team has what it takes to do a better job? Well, this is where a medical assistant skills checklist template comes in.

The template above is an up to standard analysis tool that you can use to determine just how competent a potential medical assistant is. At the very least, this template helps you to determine whether a potential candidate fully meets the requirements of the kind of a medical assistant that you would like to employ.

Start by evaluating how the candidate receives incoming calls. Observe how they respond to the call and give them a score accordingly. Assess how they make outgoing calls, check in patients, cancel procedures, establish appointments, use the filing system, prepare daily sheets, and record important medical details. Assign scores to each assessment. Then use the results to determine if they qualify to work as a medical assistant.

6. Standard Medical Assistant Checklist

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  • PDF

Size: 372 KB

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If you are looking for a simple, easy to use medical assistant skills checklist, this is the best example for you. This template can help you to determine whether a medical assistant has what it takes to work in a medical setting. From interviewing patients and writing a medical report to phone calls and handling patients, this template is your go-to guide for all the information you need.

The best thing about this sample template is that it’s free to download. Also, it is print-ready, which means you don’t need to tweak the design. Simply download the file, print, and use the hardcopy to do your assessment.

7. Generic Medical Assistant Checklist

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  • PDF

Size: 197 KB

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Here is another simple medical assistant checklist that you can download and use to do employee skills analysis. With the help of this template, you can easily determine whether a candidate is skilled enough to work as a medical assistant or not. This competency checklist will enable you to evaluate how they handle infants, children, and adults in different medical capacities. This analysis is important because it helps you to choose the right candidate to work with. With that said, you can download this sample template for free and use it exactly as it is. Simply click the download link above to get this file.

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