Case Study: Competency Modeling and Assessment Strategy for the Weston Family Practice Clinic The Weston Family Practice Clinic is an outpatient facility that serves residents of suburban Denver. The...

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Case Study: Competency Modeling and Assessment Strategy for the Weston Family Practice Clinic


The Weston Family Practice Clinic is an outpatient facility that serves residents of suburban Denver. The clinic was started by the husband and wife team of Dr. Eric Weston and Dr. Emily Weston-Green. The two physicians opened the practice shortly after graduating from medical school at UCLA and completing a residency at University Hospital in Denver, Colorado. The couple decided to stay in Colorado because of the wonderful climate, the beautiful environment, and the supportive community they found for holistic family practice medicine.

When the couple first opened the clinic, they hired a nurse, two nursing assistants, and an office clerk to support them in their practice. Now, after seven years in operation, the clinic has grown appreciably, and the staff has expanded to include a third physician, Dr. Carl Anderson, two nurse practitioners who independently treat patients with minor health problems, three nurses, four nursing assistants, and four office clerks and a billing/insurance clerk.

While Dr. Emily Weston-Green has been the head medical officer at the clinic, Dr. Eric Weston has managed the office’s administrative and financial services. However, as the clinic has grown, the couple has recognized that they need to hire an Office Manager to oversee all non-medical aspects of the clinic. Their vision is that the new Office Manager will allow Dr. Eric Weston to concentrate on building the practice through affiliations and cooperative partnerships with other health care clinics, while Dr. Emily Green-Weston concentrates on maintaining a high level of patient service quality at the existing clinic. The couple hopes to add two additional physicians to the practice over the next five years, along with the necessary medical and office support staff to support the growing practice. There is additional office space available within the building that houses the existing clinic, so expansion in the same location would be extremely convenient and cost effective.

The new Office Manager will be responsible for overseeing the work of the five clerks who are responsible for office support services such as scheduling appointments, processing patients, requisitioning outside tests, x-rays and lab work, completing paperwork, billing insurance companies on behalf of patients, managing account receivable, maintaining medical records, and filing. The Office Manager will report to the chief physician, Dr. Emily Weston-Green, and will interact regularly with the Supervisor of Nursing Services, and the other nurses and physicians, as well as with administrative and health care personnel in other medical offices and clinics.

As an outside advisor, you have been asked to help the Weston Family Practice Clinic hire the new Office Manager. Using the resources of your Scott and Reynolds (2010) textbook, assigned journal articles, the O*Net website (http://www.onetonline.org/(Links to an external site.)), and
at least three additional academic sources, conduct a job analysis for the new Office Manager position and develop an assessment strategy for evaluating the qualifications of potential candidates for the position.

In a paper of at least 1750 – 2100 words (or 5 -7 pages) in length (excluding title, abstract, and reference pages), address the following:




  1. Summarize the key knowledge, skills and abilities that you believe are required for this position, based on information from O*Net and other sources. (Note: you do not have to do an exhaustive job analysis or construct a full competency model.)

  2. Based on the critical knowledge, skills and abilities you have identified for the Office Manager position, outline an approach for assessing potential candidates for the position. Include in your assessment approach the use of
    at least two formal assessment instruments, as well as other assessment approaches you believe would be valid ways of determining performance capabilities of candidates.

  3. Support your approach by discussing the strategic link between competency modeling, assessment, and the organizational objectives of the Weston Family Practice Clinic.

Answered Same DayNov 02, 2021

Answer To: Case Study: Competency Modeling and Assessment Strategy for the Weston Family Practice Clinic The...

Shefali answered on Nov 04 2021
139 Votes
CASE STUDY        1
CASE STUDY        2
CASE STUDY: COMPETENCY MODELING AND ASSESSMENT STRATEGY FOR THE WESTON FAMILY PRACTICE CLINIC
Table of Contents
Introduction    3
a. Knowledge, Skills and Abilities Required by an Office Manager    3
b. Approach to Assess Potential Candidates for Position of Office Manager    7
Competency Based Approach    7
Formal Assessment Instruments to Support the Suggested Approach    7
Other Approaches Suitable for Assessing Candidate’s Abilities    8
c. Supporting the Suggested Approach based on Competency, Assessment, Modelling and Organizational O
bjectives of Weston Family Practice Clinic    10
Conclusion    11
References    13
Introduction
This case study is about competency modelling and assessment strategy for the Weston Family Practice Clinic. The Weston Family Practice Clinic is an outpatient that facility that serves resident of suburban Denver. The two physicians opened the clinic and started providing services. With time, the clinic grew appreciably, the staff, physicians, nurses, clerks, nurse assistant all were hired to keep the things under control.
The need was also for hiring an Office Manager, who can keep an eye on the work of those clerks, who are handling support services such as scheduling appointments, requisitioning outside tests, billing insurance companies, processing patients, x-rays and lab work, completing paperwork, on behalf of patients, managing account receivable, maintaining medical records and filing. It is always essential for an organization to have the most suitable and eligible Office Manager that can take up the full responsibility so that thing goes smoothly instead of chaos. 
a. Knowledge, Skills and Abilities Required by an Office Manager
The Office Manager needs skills to carry out the responsibilities such as for scheduling appointments, supervising clerk and other staff, maintaining the office condition and arrange necessary repairs and more. The various skills he must possess are as follows:
Interpersonal and Communication Skills
The manager needs to work with individuals having various posts. As mentioned by Gilsdorf (2017), the Office Manager should know how to communicate with physicians, owners, clerks, nurses and more. These skills are essential when discussing patient problems and reverting to queries.
Management Skills
As mentioned by Alquizar (2018), the Office Manager to manage the things properly should have skills such as problem assessment, team building, supervision, oral and written communication skills.
Leadership Skills
Office Manager should have leadership skills so that they can make their team, work towards the goals of the organization. They have to make sure that everyone is performing their job and all the rules and regulations are followed.
Analytical Skills
As informed by Formby et al. (2017), the Office Manager need to have good analytical skills so that he can understand what is going in the organization, follow them and accordingly take corrective action.
Technical Skills
Managers should always keep them stay updated with the advance technology. They should be aware of the current scenario in the industry to incorporate changes as and when required.
Detail-Oriented
The manager should possess the correct details, as it is very critical in the healthcare industry. They need to pay close attention to details when billing, organizing schedules is done for extensive facilities (O*Net Online, 2020).
Vocabulary
The Office Manager should be aware of the terminologies related to healthcare regulations, medical codes so that he can perceive the things rightly.
Concentration
The Office Manager should have good concentration power. Diligent attention to detail is necessary to ensure paperwork is accurately completed, reimbursement procedures are followed and health records are appropriately maintained (O*Net Online, 2020). 
Organizational Skills
The Office Manager needs to know how to handle several things at once without compromising with quality. They have to take diverse responsibilities such as document preparation, scheduling, space management.
Time Management
The Office Manager should know time is very precious. They should be able to manage the things on time with full effectiveness and efficiency (O*Net Online, 2020).
Experience
Some big clinics hire Office Manager, who has gained some experience in the same line in past years.
Reliability
The Office Manager should work in such a manner that they can be trusted as when they will be performing a number of confidential matters will be shared with them. 
Process Management
Office Managers should have the ability to develop and maintain processes that will keep the business moving forward without any hurdles. They are responsible for finding better ways to manage the processes that govern the business (O*Net Online, 2020).
Flexibility
Office Managers have to remain flexible while handling multiple priorities. They need to make decisions on various things, which need to be completed first when all the work is a priority with deadlines.
Technologically Advanced
As informed by Deur (2020), Office Managers need to keep them updated with the latest technology and equipment, applications so that they can work quickly without any problems.
Financial Skills
The Office Manager has to handle services that range from ordering office supplies to following up on customer complaints. They should have all kind of financial knowledge.
Decision-Making
As an Office Manager, they should be well informed about workplace problems and should have the ability to generate the best alternatives for solving them.
Conflict...
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