<p> Financial Coordinator Orientation Competency Checklist </p><p>Name: Date of Hire: </p><p>Prior Demonstrated Skills / Procedures Knowledge Observed Competency (Check if previous (Date) (Date) knowledge) Office Orientation Introduction to ALL Staff Phone List Phone Training Door Code Lunch Room Tour of the hospital Supply Closet Clock In Time Studies Fire Exit/Drill Tornado Drill Emergency Kit Hours/ Schedule Policy Manual UNOS/CMS/JC Phases of Transplant Orientation / Committee Meetings Pre - Recipient Pre- Living Donor Listed Patient Post – Recipient In Patient Multidisciplinary Rounds Post – Living Donor In Patient Multidisciplinary Rounds Listing Committee Quality Committee Protocol Committee Business Meeting NA Out Patient Meeting Orientation to Database/System Training Login/ Password Documentation – Emailing Communication Insurance Verification Entry into Database Action/ Encounters/ Progress Notes Demographics Prior Demonstrated Skills / Procedures Knowledge Observed Competency (Check if previous (Date) (Date) knowledge) Printing from EMR/Database Scanning into Database Referral / Evaluation Scheduling Enter Referral into Database (Recipients/Donors) Insurance Verification on (Recipients) Scheduling of Evaluation (Recipients/Donors) Setting up testing- Basic Labs, CXR, EKG HLA Testing (Recipients/Donors) Sending out Packets (Recipients/Donors) Putting together chart Scheduling of ancillary staff; dietary, nephrology, surgery, etc. Review of ESRD/Medicare Benefits Insurance Verification/ Review of Benefits Review of medical coverage Review of medication coverage Education with patient/family regarding coverage/cost pre/post Multidisciplinary Rounds – Reviewing medication cost for discharge Transplant Financial Coordinator ListServ Kidney Transplant Bills SHC Bills Other Duties as Assigned: Clerical</p><p>Staff Signature: ______</p><p>Orientation Staff Member(s) Signature: ______</p><p>______Mentor Signature: ______</p><p>Manager Signature: ______</p>