8016 - Annual Competency Skills Assessment - DME Marketing Representative by compliancedoctor

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									                         ANNUAL COMPETENCY SKILLS ASSESSMENT
                             EVALUATION OF PERFORMANCE
                            DME MARKETING REPRESENTATIVE

                                   1 = Cannot Perform Skills Independently
                                   2 = Requires Some Assistance to Perform Skills
                                   3 = Can Perform Skill Independently
                               NA = Not Applicable


        How do you monitor the effectiveness of a marketing plan?                  1   2   3   NA

        How do you conduct a market research?                                      1   2   3   NA

        What marketing plans have you developed or assisted with?                  1   2   3   NA

        What are the procedures for implementing a market or business plan?        1   2   3   NA

        Expresses thorough understanding of forecasting, marketing                 1   2   3   NA
         communications, market based planning and market research techniques.

        Demonstrates strong interpersonal skills within the company and with the   1   2   3   NA
         public.

        Company Environment - Able to locate and/or demonstrate knowledge of:

                 Company directory                                                 1   2   3   NA

                 Physician Directory                                               1   2   3   NA

                 Home Health Agency directory                                      1   2   3   NA

                 Insurance Companies directory                                     1   2   3   NA

                 Office Equipment:

                          Telephone system                                         1   2   3   NA

                          Beeper system                                            1   2   3   NA

                          Computer system                                          1   2   3   NA

                          Copy machine                                             1   2   3   NA

                          Fax machine                                              1   2   3   NA

                          Other                                                    1   2   3   NA

                 Fire Equipment:


© The Compliance Doctor, LLC
ANNUAL COMPETENCY SKILLS ASSESSMENT - DME MARKETING REPRESENTATIVE
(continued)

                       Alarms                                            1   2   3   NA

                       Fire extinguishers                                1   2   3   NA

                       Exit doors                                        1   2   3   NA

       Company Organization - Able to describe roles and functions of:

               Operations Manager                                        1   2   3   NA

               Customer Service Supervisor/Representatives               1   2   3   NA

               Receptionist                                              1   2   3   NA

               Warehouse Supervisor                                      1   2   3   NA

               Driver/Service Technician                                 1   2   3   NA

       Company Resources - Able to locate and demonstrate the use of:

               Company Policy and Procedure Manual                       1   2   3   NA

               Compliance Policy and Procedure Manual                    1   2   3   NA

               Marketing Manual                                          1   2   3   NA

               Safety Manual                                             1   2   3   NA

               Fire/Emergency Management Manual                          1   2   3   NA

               Material Safety Data Sheets (MSDS) Manual                 1   2   3   NA

               Specific Reference Materials                              1   2   3   NA

               PI Documentation                                          1   2   3   NA

               Other                                                     1   2   3   NA

       Company Routines - Able to describe, locate and/or demonstrate
        knowledge of:

               Communication System:

                       Bulletin boards                                   1   2   3   NA

                       Meeting minutes                                   1   2   3   NA

                       Memos                                             1   2   3   NA

                       Reports                                           1   2   3   NA


Reference #8016 DME
ANNUAL COMPETENCY SKILLS ASSESSMENT - DME MARKETING REPRESENTATIVE
(continued)


       Cultural Factors:

               Religion                               1   2   3     NA

               Food preferences                       1   2   3     NA

               Family/community relationships         1   2   3     NA

               Healthcare attitudes/understanding     1   2   3     NA

               Trust/privacy needs                    1   2   3     NA

               Socioeconomic environment              1   2   3     NA




Reference #8016 DME
ANNUAL COMPETENCY SKILLS ASSESSMENT - DME MARKETING REPRESENTATIVE
(continued)

Total of Score #3s: __________
Total of Score #2s: __________
Total of Score #1s: __________

Identified Areas that Require Improvement:




Comments:




Name:                                        Title:


Date:




Signature of Supervisor:




Signature of Staff Member:




Reference #8016 DME

								
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