Medical Secretary

Pre-Employment Tests For Medical Secretaries

Top Skills and Abilities:

  • Oral Comprehension
  • Active Listening
  • Oral Expression
  • Interacting With Computers
  • Getting Information

Top 3 Tasks:

  • Answer telephones and direct calls to appropriate staff.
  • Schedule and confirm patient diagnostic appointments, surgeries, or medical consultations.
  • Operate office equipment, such as voice mail messaging systems, and use word processing, spreadsheet, or other software applications to prepare reports, invoices, financial statements, letters, case histories, or medical records.


Medical secretaries perform traditional secretarial work within the fast-paced environment of a healthcare center. About 11% of medical secretaries work in health practitioner offices, with the remainder employed in other outpatient care centers, private practices, and hospitals. Work can be hectic, with some facilities seeing more than 100 patients a day. Medical secretaries maintain a smooth flow of patients and perform related clerical tasks. Common responsibilities include recording medical histories, ordering surgical supplies, assisting with reports, and collecting co-payments.


Due to their unique work environment, medical secretaries need to be able to remain focused, respond promptly, and accurately to instruction and also maintain confidentiality when appropriate. A working knowledge of medical terminology is very helpful as well. Medical secretaries should also be familiar with different insurance policies, as they will have to process patients' visits and may have to discuss the policy with the patient. Above all, medical secretaries need to maintain a positive attitude in a potentially stressful work environment. They are often the first face patients see upon walking into a facility and they can do a great deal to put patients at ease. Medical secretaries must have, at a bare minimum, a high school diploma. Most then chose to take courses at a vocational school or community college, culminating in an Associate of Applied Sciences degree. Hiring managers should target applicants with prior experience in the healthcare field, as well as strong candidates with backgrounds in clerical work. 

Assessments for Medical Secretaries

Criteria Corp customers hiring medical secretaries usually favor two tests, the first being the Criteria Basic Skills Test (CBST), which measures communication skills, attention to detail, and basic math, all skills and traits that are highly correlated with job success. The second is the Employee Personality Profile (EPP), which is a personality test that helps employers screen for personality traits that typically result in successful administrative assistants and patient-friendly personnel.

If you're an employer interested in previewing these tests, start a 14-day free trial or book a consultation to learn more.

Source: U.S. Department of Labor


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