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43-6013.00 · Task explorer

Medical Secretaries and Administrative Assistants: reported tasks and exploration worksheet

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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Read the task inventory

This source lists 15 tasks, including 11 marked Core and 4 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: 08/2021.

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15 tasks shown

Core · Task 777 · 08/2021 · Incumbent

Answer telephones and direct calls to appropriate staff.

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Core · Task 775 · 08/2021 · Incumbent

Schedule and confirm patient diagnostic appointments, surgeries, or medical consultations.

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Core · Task 788 · 08/2021 · Incumbent

Complete insurance or other claim forms.

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Core · Task 779 · 08/2021 · Incumbent

Greet visitors, ascertain purpose of visit, and direct them to appropriate staff.

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Core · Task 783 · 08/2021 · Incumbent

Transmit correspondence or medical records by mail, e-mail, or fax.

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Core · Task 781 · 08/2021 · Incumbent

Maintain medical records, technical library, or correspondence files.

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Core · Task 778 · 08/2021 · Incumbent

Receive and route messages or documents, such as laboratory results, to appropriate staff.

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Core · Task 780 · 08/2021 · Incumbent

Interview patients to complete documents, case histories, or forms, such as intake or insurance forms.

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Core · Task 782 · 08/2021 · Incumbent

Operate office equipment, such as voice mail messaging systems, and use word processing, spreadsheet, or other software applications to prepare reports, invoices, financial statements, letters, case histories, or medical records.

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Core · Task 787 · 08/2021 · Incumbent

Perform bookkeeping duties, such as credits or collections, preparing and sending financial statements or bills, and keeping financial records.

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Core · Task 784 · 08/2021 · Incumbent

Perform various clerical or administrative functions, such as ordering and maintaining an inventory of supplies.

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Supplemental · Task 786 · 08/2021 · Incumbent

Transcribe recorded messages or practitioners' diagnoses or recommendations into patients' medical records.

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Supplemental · Task 776 · 08/2021 · Incumbent

Compile and record medical charts, reports, or correspondence, using typewriter or personal computer.

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Supplemental · Task 20438 · 08/2021 · Incumbent

Schedule tests or procedures for patients, such as lab work or x-rays, based on physician orders.

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Supplemental · Task 789 · 08/2021 · Incumbent

Prepare correspondence or assist physicians or medical scientists with preparation of reports, speeches, articles, or conference proceedings.

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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.