Medical Assistant Evaluation Form Template
Streamline Your Medical Assistant Performance Reviews
Evaluating the performance of your medical assistants can be daunting without the right tools. This template helps you assess skills, competencies, and overall effectiveness, allowing for a clear evaluation of each staff member. With the ability to streamline feedback processes, enhance staff development, and ensure compliance with industry standards, you'll gain invaluable insights into your team's performance. Start using this live template to elevate your evaluation process.
When to use this form
Use this form during 30/60/90-day onboarding, annual reviews, or when expanding duties (e.g., EKGs, injections). It helps clinic managers, providers, and HR spot strengths, gaps, and training needs so you can plan coaching and keep patients safe. Document performance after shadowing or skills checks; you can capture specific behaviors with an Observation form. For a full picture, pair this with a Supervisor evaluation form to align expectations across shifts and sites. The result is a clear competency checklist, consistent ratings, and proof of progress for audits or credentialing. It also helps assistants see what excellent looks like and what to tackle next.
Must Ask Medical Assistant Evaluation Questions
- Which clinical competencies do you perform independently, and where do you still require supervision?
This separates safe, routine tasks from those needing oversight, so you can set targeted training and protect patient safety. It also structures your competency checklist and keeps scope-of-practice clear.
- How do you ensure accurate and timely EHR documentation, including orders, coding, and follow-ups?
Clear steps reduce errors, denials, and missed care, improving continuity and billing accuracy. If you also cover front-desk tasks, align standards with the Administrative assistant evaluation form.
- Describe a time you managed patient flow during a high-volume clinic day. What did you do, and what was the result?
Real examples reveal prioritization, communication, and teamwork under pressure. This helps you judge reliability and throughput without guesswork.
- How do you maintain infection control and safety protocols in daily work?
Specific practices (hand hygiene, room turnover, sharps handling) show consistency, not just intent. This reduces incidents and supports compliance audits.
- What specific goals will you set for the next review period, and what support or training do you need to reach them?
Concrete goals turn feedback into action and make progress measurable. You can co-create a development plan and mirror it in a Self evaluation form to track growth.
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