AGC PEDIATRICS

204 PROFESSIONAL COURT

CALHOUN, GA 30701
STANDARD OF PERFORMANCE
JOB TITLE: Care Team Coordinator

EMPLOYEE:

DATE OF EVAL:

REPORTS TO:

DATE OF HIRE:

OFFICE: CALHOUN
CARTERSVILLE
ANNUAL EVALUATION

NEW HIRE TRAINING

90 DAY EVALUATION

Training/Evaluation Due Date:

___________

Training/Evaluation Completion Date:

___________

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Employees Signature

___________________________
Date

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Evaluators Signature

___________________________
Date

Rating Score: E = Exceeds Standards

M = Meets Standard
NI = Needs Improvement

Evaluator
Rating Score

AREAS OF
PERFORMANCE

EVIDENCE/RESPONSIBILITIES OF
STANDARD COMPLIANCE

EVALUATION
TOOLS USED

ASSESSMENT

Promptly gathers patient data and identifies physical and cultural

needs of individual cases
Identifies urgent patient requests, addresses promptly
Understands situations which require physician input
Checks fax inboxes and addresses documents to the appropriate
provider
Obtains up-to-date contact information on all calls
Communicates needs of patient clearly and politely to office staff
Communicates needs of providers clearly and politely to patient,
addresses any questions or concerns from parent
Delivers all necessary information to parent
Blocks schedule according to provider and patient needs, allots
sufficient time for consult appointments
Emphasizes necessity of keeping appointments
Communicates no-show and cancellation policies

Observation
Record Review

ADDRESSING
PATIENT NEEDS

Familiar with the needs of all vulnerable patient populations

Relays all necessary information from physicians to parents
Addresses all calls on the complaint line, returning calls and
maintaining quality on all issues
Makes necessary changes to policies related to patient complaints

Observation
Record Review

PERSONNEL
MANAGEMENT

Recruits and hires capable, qualified staff

Maintains training relationship for new hires until all individuals are
confident in independent execution
Organizes and maintains all employee files
Regularly evaluates staff performance and coaches when necessary
Ensures efficient communication of clinic policy to all nurses and
front office staff
Accurately prepares time-sheets and processes payroll for all staff
Maintains CLIA compliance for all clinics
Schedules staff according to practice and employee needs
Assigns call schedules according to physician and hospital needs
Plans and executes consistent staff meetings and blocks schedule
accordingly

CREATING AND
CONFIRMING
APPOINTMENTS

Observation
Record Review

Observation
Record Review
Employee
Evaluation

Self
Evaluation
Rating

Rating Score: E = Exceeds Standards

M = Meets Standard
NI = Needs Improvement

Evaluator
Rating Score

AREAS OF
PERFORMANCE

EVIDENCE/RESPONSIBILITIES OF
STANDARD COMPLIANCE

EVALUATION
TOOLS USED

TECHNICAL
KNOWLEDGE IN
ECLINICALS

Navigates all areas of eClinicals proficiently including labs,

prescriptions, referrals, scheduling, messages, and telephone
encounters
Able to send and receive faxes electronically
Records all actions taken on referrals, documents, and telephone
encounters in a way that others can understand and reproduce
Understands circumstances which allow for addressing documents,
labs, and referrals, and when they should be left open
Locates and files records in appropriate areas of patient documents
Communicates clearly with physicians, nurses, and front office staff
Able to perform multiple tasks simultaneously

Observation
Record Review

EDUCATION

Participates in continuing education programs and completes all

mandatory programs annually
Completes departmental clinic competency evaluations including
annual competency testing

Education Review

PROFESSIONALISM

Demonstrates agreement and behaviors consistent with the clinics

philosophy, mission, goals, policy, and procedures
Demonstrates behaviors that promote positive customer relations
with physician, staff, patients, and visitors
Follows Patients Rights Policies at all times
Comes to work as scheduled and consistently demonstrates
dependability and punctuality
Always guards patient privacy according to HIPAA regulations

INVENTORY
MANAGEMENT

COMMUNICATION
AND
DOCUMENTATION

Ensures all shots, products, and supplies are in stock and stored
safely
Reviews and approves all supply requisitions in a timely manner
Maintains safety and cleanliness of all equipment and inventory
Documents all vaccines administered for state and private insurance
Monitors all lab results accurately
Promptly and efficiently handles all insurance chart reviews
Responds to voicemails promptly and effectively
Communicates the minimum required patient information in all
interactions with outside facilities
Communicates effectively with providers regarding scheduling
needs
Addresses all calls within expertise
Understands issues that must be brought before a provider

Self
Evaluation
Rating

Observation
Record Review

Observation
Record Review

Observation
Record Review

1. ASSESSMENT: Include areas identified as needing improvement as well as areas that exceed expectations
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2. CREATING AND CONFIRMING APPOINTMENTS: Include areas identified as needing improvement

as well as areas that exceed expectations
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3. ADDRESSING PATIENT NEEDS: Include areas identified as needing improvement as well as areas that
exceed expectations
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4. PERSONNEL MANAGEMENT: Include areas identified as needing improvement as well as areas that
exceed expectations
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5. TECHNICAL KNOWLEDGE IN ECLINICALS: Include areas identified as needing improvement as

well as areas that exceed expectations
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6. EDUCATION: Include areas identified as needing improvement as well as areas that exceed expectations
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7. PROFESSIONALISM: Include areas identified as needing improvement as well as areas that exceed
expectations
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8. INVENTORY MANAGEMENT: Include areas identified as needing improvement as well as areas that
exceed expectations
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9. COMMUNICATION AND DOCUMENTATION: Include areas identified as needing improvement as

well as areas that exceed expectations
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Educational plan for areas needing improvement:

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