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Employee Number:
Directions: 1) Identify the age group(s) for which the employee provides care by placing a check (9) in the box next to the age group(s) shown below. 2) For each item in the Performance Criteria list, indicate whether the
employee meets the criteria for each applicable age group by checking 'Yes' or 'No'. 3) Indicate the verification method in the 'Method' column, using the key above the Performance Criteria list. 4) Record the date that the
performance was assessed and your initials. 5) Review the assessment with the employee. 6) Sign and date the form. 7) If needed, the supervisor and employee should jointly develop an action plan for any criteria not met. 8)
Obtain the employee's signature, then sign and date the form in the space provided at the end of the Action Plan section. 9) If you are not the employee's supervisor, submit the form to the supervisor to review and sign the form.
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Engages the patient, patient's family and significant others in obtaining the
medical history or developing the care plan, as appropriate, based on the
patient's age
Employee Signature
Date
Evaluator Signature
Date
Supervisor Signature
Date
Date/ Initials
Method
Yes
Date/ Initials
Method
No
No
Adult
(19+ yr.)
Adolescent
(12 - 18 yr.)
Yes
Date/ Initials
Method
No
School Age
(6 - 12 yr.)
Yes
Date/ Initials
Method
No
Date/ Initials
Method
No
Yes
Preschooler
(3 - 5 yr.)
Toddler
(1 - 3 yr.)
Yes
Date/ Initials
Method
Yes
Performance Criteria
No
Infant
(0 - 12 mo.)
CR = Chart Review
V = Verbal explanation
Not Applicable
Method Key:
DO = Direct Observation in clinical setting
S = Simulation in non-clinical setting
T = Written Test or explanation
Action Plan (To be completed by the employee and supervisor, only if performance criteria on page 1 was not met)
Directions: 1) Record the performance criteria not met and associated age group in the table below. 2) For each item, indicate the action steps that the employee will take to develop the competency. Appropriate action steps
may include, but are not limited to, policy reviews, demonstration and practice, training or re-training, or discussion. 3) Record the date that the action plan will be completed in the 'Target Completion Date' column. Action plans
must be completed within 60 days of the initial assessment. 4) Make a copy of the action plan to use for the follow-up assessment.
Age Group
Employee Signature
Action Steps
Date
Target
Completion
Date
Actual
Completion
Date
Supervisor Signature
Initials
Date
Employee Signature
Date
Supervisor Signature
Date/ Initials
Method
Yes
Method
No
Date/ Initials
Date
No
Adult
(19+ yr.)
Adolescent
(12 - 18 yr.)
Yes
Date/ Initials
Method
No
School Age
(6 - 12 yr.)
Yes
Date/ Initials
Method
No
Date/ Initials
Method
No
Yes
Preschooler
(3 - 5 yr.)
Toddler
(1 - 3 yr.)
Yes
Date/ Initials
Method
Yes
Performance Criteria
No
Infant
(0 - 12 mo.)
CR = Chart Review
V = Verbal explanation
Not Applicable
Method Key:
DO = Direct Observation in clinical setting
S = Simulation in non-clinical setting
T = Written Test or explanation
Additional Comments: