43-6013.00 · Learning planner
Medical Secretaries and Administrative Assistants: a task-based learning plan
Perform secretarial duties using specific knowledge of medical terminology and hospital, clinic, or laboratory procedures. Duties may include scheduling appointments, billing patients, and compiling and recording medical charts, reports, and correspondence.
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Understand the profile before choosing priorities
The table shows the ten highest importance ratings among 26 skills with usable ratings. Skills tied on importance can share a rank. Importance (1–5) and level (0–7) describe different dimensions. A level of 4 is not 4/7 of a course, and neither scale is your personal score. Source dates refer to the underlying rating, not the database release date.
| Skill | Importance / 5 | Level / 7 | Rating date |
|---|---|---|---|
| Speaking | 4.00 | 3.62 | 08/2021 · Analyst |
| Active Listening | 3.88 | 3.50 | 08/2021 · Analyst |
| Service Orientation | 3.62 | 3.25 | 08/2021 · Analyst |
| Reading Comprehension | 3.50 | 3.12 | 08/2021 · Analyst |
| Writing | 3.12 | 3.00 | 08/2021 · Analyst |
| Critical Thinking | 3.12 | 3.00 | 08/2021 · Analyst |
| Time Management | 3.12 | 2.88 | 08/2021 · Analyst |
| Coordination | 3.12 | 2.75 | 08/2021 · Analyst |
| Complex Problem Solving | 3.12 | 2.75 | 08/2021 · Analyst |
| Social Perceptiveness | 3.00 | 3.00 | 08/2021 · Analyst |
Anchor the plan in an actual task
Choose one reported task you want to understand better. Then choose one to three skills and describe an appropriate learning activity, evidence you will review and a date. For practical work requiring authorization, choose relevant coursework, observation or supervised training.
Speaking
Talking to others to convey information effectively.
Read the scale examples
These generic examples illustrate the level scale. They are not required activities for medical secretaries and administrative assistants.
Level 4: Interview applicants to obtain personal and work history
Level 2: Greet tourists and explain tourist attractions
How would you explain the task, audience needs and next step in a short conversation?
Active Listening
Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Read the scale examples
These generic examples illustrate the level scale. They are not required activities for medical secretaries and administrative assistants.
Level 4: Answer inquiries regarding credit references
Level 2: Take a customer's order
What would you ask the other person to clarify, and how would you confirm you understood?
Service Orientation
Actively looking for ways to help people.
Read the scale examples
These generic examples illustrate the level scale. They are not required activities for medical secretaries and administrative assistants.
Level 4: Make flight reservations for customers using an online booking site
Level 2: Ask customers if they would like a cup of coffee
What does the person receiving the work need, and how would you confirm the need was met?
Reading Comprehension
Understanding written sentences and paragraphs in work-related documents.
Read the scale examples
These generic examples illustrate the level scale. They are not required activities for medical secretaries and administrative assistants.
Level 4: Understand an email from management describing new personnel policies
Level 2: Read step-by-step instructions for completing a form
Which instruction, constraint or exception in a document would you need to explain accurately?
Writing
Communicating effectively in writing as appropriate for the needs of the audience.
Read the scale examples
These generic examples illustrate the level scale. They are not required activities for medical secretaries and administrative assistants.
Level 2: Write down a guest's order at a restaurant
Level 4: Write an email to staff outlining new directives
What document would another person need, and how would you check that they could act on it?
Critical Thinking
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Read the scale examples
These generic examples illustrate the level scale. They are not required activities for medical secretaries and administrative assistants.
Level 2: Determine whether a subordinate has a good excuse for being late
Level 4: Evaluate customer complaints and determine appropriate responses
What assumption could change your conclusion, and what evidence would you check first?
Time Management
Managing one's own time and the time of others.
Read the scale examples
These generic examples illustrate the level scale. They are not required activities for medical secretaries and administrative assistants.
Level 2: Keep a monthly calendar of appointments
Level 4: Allocate the time of subordinates to projects for the coming week
What needs to happen first, where is the deadline, and what would you do if time runs short?
Coordination
Adjusting actions in relation to others' actions.
Read the scale examples
These generic examples illustrate the level scale. They are not required activities for medical secretaries and administrative assistants.
Level 2: Schedule appointments for a medical clinic
Level 4: Work with others to put a new roof on a house
Who would need what information, and at which handoff would timing matter?
Complex Problem Solving
Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
Read the scale examples
These generic examples illustrate the level scale. They are not required activities for medical secretaries and administrative assistants.
Level 2: Lay out tools to complete a job
Level 4: Redesign a floor layout to take advantage of new manufacturing techniques
How would you separate the problem into parts and compare possible explanations?
Social Perceptiveness
Being aware of others' reactions and understanding why they react as they do.
Read the scale examples
These generic examples illustrate the level scale. They are not required activities for medical secretaries and administrative assistants.
Level 2: Notice that customers are angry because they have been waiting too long
Level 4: Be aware of how a coworker's promotion will affect a work group
What perspective or concern might another person bring to this task?
Review the result
Your plan should explain why the selected skills matter for your chosen task, what you will do next and what evidence you will examine. Revisit the plan after that activity. Completing a worksheet or matching an occupation’s ratings does not establish professional competence.
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.