Phlebotomist Administrative and Clerical Skills

Clerical Skills and Duties

• Phlebotomist duties include basic record keeping and other clerical tasks
• Gathering patient basic information: correct spelling of name, sex, DOB/age, ID, etc.

Administrative Tasks

• Calculating prices of tests and informing patients
• Creating receipts/invoices
• Handling claim forms for patients
• Entering information into a logging system (written or computerized)

Organizational Tasks

• Organizing and scheduling appointments (e.g., semen analysis, GTT, etc.)
• Handling inquiries and explaining request forms
• Answering and making phone calls (follow-up, reminders, informing patients of ready results, etc.)

Patient Care and Comfort

• Ensuring the comfort of patients during phlebotomy procedures
• Hosting patients during their visit

Data Management

• Filing request forms and maintaining inventory levels
• Ordering and restocking supplies
• Employing computer skills for data management
• Reporting system management: using templates, storing and backing up reports

Reporting and Record Keeping

• Preparing completed and final reports (e.g., CBC, chemistry, urinalysis reports)
• Maintaining a database for normal and abnormal results
• Ensuring accurate handwriting and labeling, especially with similar names, DOBs, etc.