Application
This unit applies to work in a range of health settings where health services are provided with direct client contact involved Application of this unit should be contextualised to reflect any specific workplace requirements, issues and practices |
Prerequisites
Not Applicable
Elements and Performance Criteria
ELEMENT | PERFORMANCE CRITERIA |
1. Establish and maintain administrative systems | 1.1 Identify and perform routine tasks 1.2 Follow policies and procedures are followed 1.3 Use resources appropriately 1.4 Establish administrative systems |
2. Conduct financial administration | 2.1 Administer financial procedures of the business 2.2 Maintain systems for financial documentation 2.3 Record information for financial reports is recorded |
3. Follow practice management strategies | 3.1 Follow operational strategies 3.2 Follow marketing strategies 3.3 Attend meetings 3.4 Monitor stock levels and supplies 3.5 Comply with statutory and regulatory requirements |
4. Administer personnel management strategies | 4.1 Follow human resource strategies 4.2 Administer payroll and employee records 4.3 Follow diversity guidelines |
Required Skills
This describes the essential skills and knowledge and their level required for this unit. |
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: Appropriate practices to ensure efficient use of power and other resources Business systems Clinic practices and procedures Financial recording systems Forms and administrative systems Legal rights and responsibilities Operational factors relating to the business (provision of professional services, products) Planning and control systems (sales, advertising and promotion, distribution and logistics) Record keeping duties Services available and charges Stock control methods and procedures |
Essential skills: It is critical that the candidate demonstrate the ability 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: Accurately record financial transactions Apply time management skills Establish and maintain administrative systems Follow clinic practice guidelines Give and receive communication messages Maintain payroll records Promote, implement and manage work attitudes and practices that reflect awareness of the importance of a range of aspects of sustainability Securely manage monies |
Evidence Required
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. | |
Critical aspects for assessment and evidence required to demonstrate this competency unit: | Observation of performance in the workplace or a simulated workplace is essential for assessment of this unit Assessment may contain both theoretical and practical components and examples covering a range of practice environments The individual being assessed must provide evidence of specified essential knowledge as well as skills Consistency of performance should be demonstrated over the required range of situations relevant to the workplace Where, for reasons of safety, space, or access to equipment and resources, assessment takes place away from the workplace, the assessment environment should represent workplace conditions as closely as possible Assessment of sole practitioners must consider their unique workplace context, including: interaction with others in the broader professional community as part of the sole practitioner’s workplace scope of practice as detailed in the qualification |
Access and equity considerations: | All workers in the health industry should be aware of access and equity issues in relation to their own area of work All workers should develop their ability to work in a culturally diverse environment In recognition of particular health issues facing Aboriginal and Torres Strait Islander communities, workers should be aware of cultural, historical and current issues impacting on health of Aboriginal and Torres Strait Islander people Assessors and trainers must take into account relevant access and equity issues, in particular relating to factors impacting on health of Aboriginal and/or Torres Strait Islander clients and communities |
Context of and specific resources for assessment: | Assessment should replicate workplace conditions as far as possible |
Method of assessment | Observation in the work place (if possible) Written assignments/projects or questioning should be used to assess knowledge Case study and scenario as a basis for discussion of issues and strategies to contribute to best practice |
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. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts. | |
Routine tasks may include: | Maintaining information systems Maintaining stock and resources Performing financial activities Providing practice communications |
In accordance with requirements for the scale of the operation policies and procedures may include: | Communication procedures Documentation procedures Emergency procedures Financial procedures Human resources policies Policy and procedure guidelines developed and/or provided by industry associations Security procedures Stock control procedures Treatment protocols |
Resources may include: | Administrative equipment and materials Communications equipment Marketing materials Physical environment Practice/medical equipment |
Financial documentation may include: NB These will vary in complexity according to the scale of the business and the level of support employed from accountants and financial consultants. | Asset registers Banking documentation Costing procedures Credit transactions Creditors and debtors systems Draft financial forecasts/budgets Payroll records Petty cash Stock records |
Financial reports may include: NB These will vary in complexity according to the scale of the business and the level of support employed from accountants and financial consultants | Budget reports Cash flow forecasts Detailed ledger accounts Profit and loss statements Reconciliations Taxation documentation |
Operational strategies may include: | Daily operation procedures Environmental strategies Management and administrative systems and procedures Marketing approaches Office systems Staffing procedures |
Marketing strategies may include: | Advertising Development of marketing/promotional materials Pricing strategies Promotional and public relations activities Publicity and media relations |
Stock may include: | Information materials provided to clients Materials and equipment required to prepare and dispense medicines Materials and equipment used in the treatment of clients Medicinal preparations provided to clients Other promotional materials Stationery and administrative supplies |
Statutory and regulatory requirements may include local, state and national legislation and regulations affecting business operations such as: | Anti-competition/monopoly and consumer-based legislation Anti-discrimination Act Business registration Codes of practice standards Equal Employment Opportunities Act Fire, occupational and environmental legislation Planning and other permissions Taxation, copyright and trademark regulations Therapeutic Goods Act |
Human resource strategies may include: NB These will vary in detail according to number of personnel involved either as practitioner partners or employees | Implementation of statutory requirements Performance management strategies Personnel documentation Planning and facilitation of meetings Recruitment, policies and procedures Support networks Time and stress management Training and assessment Workplace communications Workplace health and safety |
Employee records may include: | Employee records (including tax file number, remuneration, leave and training records, records of disciplinary action, time and wages sheets) Job/position descriptions WHS records Records of taxation and superannuation payments made Relevant awards and/or industrial agreements |
Manage diversity involves: Valuing and utilising the different skills, backgrounds and capabilities of self and staff and developing strategies to encourage and enable their effective integration into the business. Diversity may include for example: | Competencies Culture Education Gender Language Network of contact Work history Work preference |
Sectors
Not Applicable
Employability Skills
This unit contains Employability Skills |
Licensing Information
Not Applicable