29-2099.08 · Task explorer
Patient Representatives: reported tasks and exploration worksheet
Assist patients in obtaining services, understanding policies and making health care decisions.
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Read the task inventory
This source lists 13 tasks, including 12 marked Core and 1 marked Supplemental. Labels and dates are retained below. Employers can combine or divide these responsibilities differently; explore the task itself before assuming it belongs in every version of the role.
Task source dates: 08/2026.
13 tasks shown
Core · Task 17668 · 08/2026 · Occupational Expert
Coordinate communication between patients, family members, medical staff, administrative staff, or regulatory agencies.
Core · Task 17670 · 08/2026 · Occupational Expert
Interview patients or their representatives to identify problems relating to care.
Core · Task 17678 · 08/2026 · Occupational Expert
Maintain knowledge of community services and resources available to patients.
Core · Task 17671 · 08/2026 · Occupational Expert
Refer patients to appropriate health care services or resources.
Core · Task 17667 · 08/2026 · Occupational Expert
Explain policies, procedures, or services to patients using medical or administrative knowledge.
Core · Task 17677 · 08/2026 · Occupational Expert
Read current literature, talk with colleagues, continue education, or participate in professional organizations or conferences to keep abreast of developments in the field.
Core · Task 17673 · 08/2026 · Occupational Expert
Collect and report data on topics, such as patient encounters or inter-institutional problems, making recommendations for change when appropriate.
Core · Task 17669 · 08/2026 · Occupational Expert
Investigate and direct patient inquiries or complaints to appropriate medical staff members and follow up to ensure satisfactory resolution.
Core · Task 17672 · 08/2026 · Occupational Expert
Analyze patients' abilities to pay to determine charges on a sliding scale.
Core · Task 17676 · 08/2026 · Occupational Expert
Identify and share research, recommendations, or other information regarding legal liabilities, risk management, or quality of care.
Core · Task 17674 · 08/2026 · Occupational Expert
Develop and distribute newsletters, brochures, or other printed materials to share information with patients or medical staff.
Core · Task 17679 · 08/2026 · Occupational Expert
Provide consultation or training to volunteers or staff on topics, such as guest relations, patients' rights, or medical issues.
Supplemental · Task 17675 · 08/2026 · Occupational Expert
Teach patients to use home health care equipment.
Make the shortlist useful
- Choose one to three activities that tell you something different about the work. Avoid selecting several ways of describing the same interest.
- For each, write an example you can discuss or a question that would change your understanding of the role.
- Keep source task IDs with your notes so you can return to the same description. Do not include private employer or customer information.
The exported worksheet distinguishes the reported task from your own notes. It supports exploration, not a hiring decision or a validated assessment.
Keep your worksheet
Download before leaving this page. Unsaved writing remains only in the page and is cleared on refresh. Notes and learning actions are not sent to a server. This guide describes an occupation and supports study planning; it does not provide clinical, legal or equipment-operating procedures.
Source and practice material
Occupational context uses the O*NET® 31.0 Database from the U.S. Department of Labor, Employment and Training Administration, under CC BY 4.0. View the occupation.
Skill Workbench selected and adapted the occupational information and added its own fictional cases, calculations, guidance and worksheets. USDOL/ETA has not approved, endorsed or tested these additions. O*NET® is a trademark of USDOL/ETA.