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Clinical laboratory competency assessment form

Clinical laboratory competency assessment form

Evaluate laboratory professionals’ competency with our assessment form, ensuring accurate and reliable test results.

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Clinical laboratory competency assessment form

Evaluate laboratory professionals’ competency with our assessment form, ensuring accurate and reliable test results.

Use this template with Lumiform

  • Customize this template or build your own
  • Fill out templates via mobile app
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

A clinical laboratory competency assessment form documents and evaluates laboratory personnel’s skills, knowledge, and abilities according to requirements. This form helps you track the six mandatory competency assessment procedures, including direct observation of testing, monitoring result recording, and evaluating problem-solving skills.

Laboratory directors and technical consultants use this template to assess personnel from technical supervisors to testing staff, ensuring everyone meets regulatory standards. The form helps you maintain consistent assessment timing—semiannually for new testing personnel and annually thereafter—preventing compliance issues that could jeopardize patient care and laboratory certification.

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Preview of the template
Page 1
Technical Skills
Performs venipuncture correctly
Collects blood culture specimens properly
Performs urinalysis testing accurately
Identifies and resolves pre-analytical errors
Operates laboratory equipment safely
Quality Control
Performs quality control checks as scheduled
Recognizes out-of-range QC results
Takes appropriate action for unacceptable QC
Documents QC activities accurately
Maintains QC files and records
Compliance
Adheres to safety protocols
Follows standard operating procedures
Demonstrates knowledge of regulatory requirements
Participates in competency assessments
Maintains confidentiality of patient information

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

Competency assessment: Your complete guideMastering good clinical practice: A step-by-step guideGood laboratory practices (GLP): A comprehensive guideCare Quality Commission standards (CQC): A practical guide for healthcare providers
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Frequently asked questions

How can I document problem-solving skills on the clinical laboratory competency assessment form?

Document problem-solving by presenting scenarios requiring troubleshooting, such as quality control failures, instrument malfunctions, or unusual patient results. Record the employee’s approach to identifying and resolving the issue. Include specific examples of problems encountered during routine work and how the employee successfully addressed them.

Who should perform the competency assessments using this form?

The technical consultant, technical supervisor, or laboratory director should perform the assessments. The assessor must be qualified to evaluate the testing being performed and understand the regulatory requirements. For specialized testing areas, subject matter experts may assist with the assessment process under the supervision of authorized personnel.

What happens if I identify performance gaps when using the competency assessment form?

Document the specific deficiency, create an individualized improvement plan with targeted training, and schedule a reassessment. The employee shouldn’t perform independent patient testing in the deficient area until competency is demonstrated. Keep records of both the initial assessment and subsequent remediation efforts.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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