WTAE-Career Training - MOAA- Adult Learning Plan (ALP) Name First Last Student ID Date MM slash DD slash YYYY Semester Fall Spring Week Week 6 Week 12 Student's Strengths:Include observations of areas where the student currently excels. For example: communicator, works well as a member of a team, detail oriented, etc.Student's Interest:Include areas of current and future student interest. For example: The student would like to secure a career as a technician. The student is interested in continuing on to post-secondary education. Factors Affecting Learner's Progress (Barriers):Select all that apply - Discuss with student what challenges are affecting/could affect attendance or classroom performance. No barriers currently identified Childcare Cultural Barriers Digital Access Physical Disability Learning Disability Language Substance Abuse Transportation Work Schedule Other Barrier NotesPlease provide additional information on selected barriers.Other ð General Office Policies and ProceduresAssessment Methods: Skills Check Oral Quiz Written Quiz Observation Gloving Student demonstrated Competency. Student needs to improve. Area not yet covered. Basic Computer Skills Student demonstrated Competency. Student needs to improve. Area not yet covered. Opening and Closing Procedures Student demonstrated Competency. Student needs to improve. Area not yet covered. Greeting Patients Student demonstrated Competency. Student needs to improve. Area not yet covered. Telephone Etiquette Student demonstrated Competency. Student needs to improve. Area not yet covered. Creating Correspondence Student demonstrated Competency. Student needs to improve. Area not yet covered. ð General Office Policies and ProceduresAssessment Methods: Skills Check Oral Quiz Written Quiz Observation MA Professional Student demonstrated Competency. Student needs to improve. Area not yet covered. Patient Centered Care Student demonstrated Competency. Student needs to improve. Area not yet covered. Mail Deliveries Student demonstrated Competency. Student needs to improve. Area not yet covered. Medical Administration Student demonstrated Competency. Student needs to improve. Area not yet covered. Confirming Future Appointments Student demonstrated Competency. Student needs to improve. Area not yet covered. HIPAA Guidelines Student demonstrated Competency. Student needs to improve. Area not yet covered. Types of Scheduling Student demonstrated Competency. Student needs to improve. Area not yet covered. Insurance Information Student demonstrated Competency. Student needs to improve. Area not yet covered. OSHA Guidelines Student demonstrated Competency. Student needs to improve. Area not yet covered. Determining Scheduling Needs Student demonstrated Competency. Student needs to improve. Area not yet covered. Coding Systems Student demonstrated Competency. Student needs to improve. Area not yet covered. Patient’s Bill of Rights Student demonstrated Competency. Student needs to improve. Area not yet covered. Following Appointment Protocols Student demonstrated Competency. Student needs to improve. Area not yet covered. Preparing Daily Charts Student demonstrated Competency. Student needs to improve. Area not yet covered. Government Insurance Student demonstrated Competency. Student needs to improve. Area not yet covered. Arranging Diagnostic Testing Student demonstrated Competency. Student needs to improve. Area not yet covered. Financial Procedures Student demonstrated Competency. Student needs to improve. Area not yet covered. Pre- post instructions Student demonstrated Competency. Student needs to improve. Area not yet covered. ð MOAA Clinical SkillsAssessment Methods: Skills Check Oral Quiz Written Quiz Observation Prepare Informed Consent Student demonstrated Competency. Student needs to improve. Area not yet covered. Take a Telephone Message Student demonstrated Competency. Student needs to improve. Area not yet covered. File Patient Documents Student demonstrated Competency. Student needs to improve. Area not yet covered. Medical Records Release Student demonstrated Competency. Student needs to improve. Area not yet covered. Call Pharmacy with Prescription Student demonstrated Competency. Student needs to improve. Area not yet covered. Use Computer to Maintain office records Student demonstrated Competency. Student needs to improve. Area not yet covered. Effective Listening in Patient Interviews Student demonstrated Competency. Student needs to improve. Area not yet covered. Open/Close the Office Student demonstrated Competency. Student needs to improve. Area not yet covered. Take Inventory of Office Equipment Student demonstrated Competency. Student needs to improve. Area not yet covered. Communicate with Impaired patients Student demonstrated Competency. Student needs to improve. Area not yet covered. Collect Patient Payments Student demonstrated Competency. Student needs to improve. Area not yet covered. Prepare a Purchase Order Student demonstrated Competency. Student needs to improve. Area not yet covered. Patient Specialist Referral Student demonstrated Competency. Student needs to improve. Area not yet covered. Schedule New Patient Appointment Student demonstrated Competency. Student needs to improve. Area not yet covered. Respond to a patient in an emergency situation Student demonstrated Competency. Student needs to improve. Area not yet covered. Send Missed Appointment Letter Student demonstrated Competency. Student needs to improve. Area not yet covered. Schedule a hospital procedure Student demonstrated Competency. Student needs to improve. Area not yet covered. Create/correct an electronic health records Student demonstrated Competency. Student needs to improve. Area not yet covered. Open and Sort Mail Student demonstrated Competency. Student needs to improve. Area not yet covered. Prepare a medical chart Student demonstrated Competency. Student needs to improve. Area not yet covered. Calculate Deductibles Student demonstrated Competency. Student needs to improve. Area not yet covered. Receive a supply shipment Student demonstrated Competency. Student needs to improve. Area not yet covered. Explain professional fees to a patient Student demonstrated Competency. Student needs to improve. Area not yet covered. Code for a procedure Student demonstrated Competency. Student needs to improve. Area not yet covered. Obtain a procedure authorization Student demonstrated Competency. Student needs to improve. Area not yet covered. Call a patient with an overdue balance Student demonstrated Competency. Student needs to improve. Area not yet covered. Send patient billing statement Student demonstrated Competency. Student needs to improve. Area not yet covered. Post to patient account Student demonstrated Competency. Student needs to improve. Area not yet covered. Create a new employee record Student demonstrated Competency. Student needs to improve. Area not yet covered. Use proper lifting techniques Student demonstrated Competency. Student needs to improve. Area not yet covered. Short Term Goals: Identify tasks student should work onGoal 1 Progress Reached Goal Progress Made No Progress Modified Goal Goal 2 Progress Reached Goal Progress Made No Progress Modified Goal Goal 3 Progress Reached Goal Progress Made No Progress Modified Goal Documentation of Student Progress: Follow up check-ins to assess goalsProgress Check #1 Complete DateMM123456789101112DD12345678910111213141516171819202122232425262728293031YYYY202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Progress Check #2 Complete DateMM123456789101112DD12345678910111213141516171819202122232425262728293031YYYY202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Instructor Comments:Learner Agreement: I have agreed that the above goal areas are those I choose to work on at this time. I understand that for successful completion of these goal areas I will need to attend class, work with my life coach, complete assignments, and ask for help when I need it and make genuine effort to learn. If changes need to be made to my learning plan, my instructor and I will make a new agreement.Learner Signature Reset signature Signature locked. Reset to sign again DateMM123456789101112DD12345678910111213141516171819202122232425262728293031YYYY202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Instructor Agreement: As the class instructor, I will do everything possible to help this learner achieve the above goals by providing appropriate instruction and by reviewing the learner’s progress at regular intervals. I understand that if changes need to be made in the learning plan, the learner and I will make a new agreement.Instructor Signature Reset signature Signature locked. Reset to sign again DateMM123456789101112DD12345678910111213141516171819202122232425262728293031YYYY202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920