Assessor Resource

FNSISV407A
Use medical terminology in an insurance context

Assessment tool

Version 1.0
Issue Date: May 2024


This unit applies to a those involved in the provision of services in the insurance sector where medical and health considerations are a core function of responsibility.

This unit describes the performance outcomes, skills and knowledge required to understand, use and respond to important information involving medical terminology in relation to insurance policies.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Prerequisites

Not applicable.


Employability Skills

This unit contains employability skills.




Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the ability to:

interpret and respond to instructions containing commonly used medical terminology and abbreviations

maintain knowledge of medical terminology used in insurance contexts

use medical terminology appropriately in insurance contexts

explain medical terminology and processes in simple language.

Context of and specific resources for assessment

Assessment must ensure:

competency is demonstrated in the context of the work environment and conditions specified in the range statement either in a relevant workplace or a closely simulated work environment

access to and the use of a range of common office equipment, technology, software and consumables

access to records

access to organisational policies and procedure.

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

evaluating an integrated activity, which combines the elements of competency for the unit, or a cluster of related units of competency

observing processes and procedures in workplaces

verbal or written questioning on underpinning knowledge and skills

evaluating samples of work

accessing and validating third party reports

setting and reviewing workplace projects and business simulations or scenarios.

Guidance information for assessment


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

Required skills

communication skills to:

liaise and share medical information with others

communicate appropriately with people from diverse backgrounds about medical information

use and pronounce medical terminology correctly

understand, clarify and explain information containing medical terminology

IT skills to access web-based information services

learning skills to research and increase medical terminology knowledge

numeracy skills to read and interpret medical data, statistics, signs and symbols

reading skills to:

read and understand medical information

read and understand medical abbreviations

writing skills to:

accurately prepare documentation containing medical terminology

spell medical terminology correctly.

Required knowledge

the ability to apply and explain as relevant to life insurance policies:

organisational procedures

product information

relevant regulatory requirements

medical insurance terminology

procedures and practice in communicating medical terms in insurance

ethics and good practice in communicating on medical matters in insurance.

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Written and verbal instructions may include:

notices

telephone calls

insurance policy terms and conditions

claims notifications

investigation procedures.

Medical terminology may relate to:

knowledge of medical specialties and the names and titles of doctors working in specialist fields

illnesses

injuries

diseases

interrelated functions of the body, locations and diseases (e.g. functions of the skeletal system, locations of skeletal injuries, skeletal diseases)

terms to describe onset and/or nature of disease

medical investigations and procedures

abbreviations for medical and pharmacological terms.

Clarification may be sought from:

organisational policies, procedures and guidelines

insurance information/databases

medical dictionary

medical information sources/databases

Chief Medical Officer

a medical professional

a claims manager/specialist or designated supervisor

underwriter or underwriting specialist/manager.

Insurance-based communications may include:

contact with relevant internal or external parties

dealing with applicant, insured and claimant enquiries

letters in response to cover and claims queries

maintaining and/or updating claims files and databases (e.g. file notes, correspondence, reports)

memos and reports

researching and/or arranging medical or psychological assessments

researching and/or arranging treatment and rehabilitation.

An appropriate authority may include:

Chief Medical Officers

underwriters

underwriting specialists and managers

WorkCover representatives

medical professionals.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Receive, interpret and follow written and verbal instructions containing medical terminology 
Read and interpret documentation containing medical terminology 
Seek clarification when necessary 
Use medical terminology in insurance-based communications with stakeholders 
Spell and pronounce medical terminology correctly 
Seek specialist advice from appropriate authority as necessary 
Use medical abbreviations where appropriate 
Explain medical terminology in simple language to stakeholders 

Forms

Assessment Cover Sheet

FNSISV407A - Use medical terminology in an insurance context
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

FNSISV407A - Use medical terminology in an insurance context

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: