Policies & Procedures
Medication Competency Assessment Form v2.0
Document owner | Registered Manager / Director |
Approved by | Mrs. Tavleen Sharma (Registered Manager) |
Version | 2.0 |
Review frequency | Every 12 months or following any significant incident |
Next review date | 12 months from issue or earlier if required. Next formal review date: 01-04-2027 |
EMPLOYEE DETAILS
Employee Name | |
Job Role | |
Assessor Name | |
Assessment Date | |
Location | |
Service User(s) Observed | |
Next Review Date |
PURPOSE OF ASSESSMENT
This competency assessment is designed to ensure staff administering or supporting medication are competent, safe and compliant with CQC Fundamental Standards, NICE guidance, medication policies and local authority commissioning requirements.
PRE-ASSESSMENT CHECKS
Assessment Area | Yes | No | Comments |
Medication training completed | ☐ | ☐ | |
MAR chart training completed | ☐ | ☐ | |
Staff understands Medication Policy | ☐ | ☐ | |
Staff understands safeguarding responsibilities | ☐ | ☐ | |
Staff understands Duty of Candour | ☐ | ☐ | |
DBS and training records verified | ☐ | ☐ |
PRACTICAL OBSERVATION ASSESSMENT
Competency Area | Competent | Needs Improvement | Comments |
Washes hands appropriately before medication support | ☐ | ☐ | |
Uses PPE appropriately | ☐ | ☐ | |
Checks correct service user identity | ☐ | ☐ | |
Checks MAR chart correctly | ☐ | ☐ | |
Applies the 6 Rights of Medication Administration | ☐ | ☐ | |
Checks medication dosage correctly | ☐ | ☐ | |
Checks medication time correctly | ☐ | ☐ | |
Checks route of administration correctly | ☐ | ☐ | |
Checks expiry dates | ☐ | ☐ | |
Obtains consent appropriately | ☐ | ☐ | |
Explains medication to service user | ☐ | ☐ | |
Supports dignity and privacy | ☐ | ☐ | |
Administers medication safely | ☐ | ☐ | |
Records medication accurately on MAR chart | ☐ | ☐ | |
Reports refusals appropriately | ☐ | ☐ | |
Reports medication errors promptly | ☐ | ☐ | |
Stores medication appropriately | ☐ | ☐ | |
Handles controlled drugs appropriately | ☐ | ☐ | |
Follows infection prevention procedures | ☐ | ☐ | |
Understands escalation procedures | ☐ | ☐ | |
Maintains professional boundaries | ☐ | ☐ |
KNOWLEDGE ASSESSMENT
Question | Satisfactory | Unsatisfactory | Comments |
Understands medication errors and reporting process | ☐ | ☐ | |
Understands safeguarding responsibilities | ☐ | ☐ | |
Understands PRN medication guidance | ☐ | ☐ | |
Understands covert medication principles | ☐ | ☐ | |
Understands side effects and adverse reactions | ☐ | ☐ | |
Understands Duty of Candour responsibilities | ☐ | ☐ | |
Understands when to seek medical advice | ☐ | ☐ | |
Understands confidentiality and GDPR | ☐ | ☐ |
MEDICATION ERRORS / CONCERNS IDENTIFIED
ACTION PLAN / DEVELOPMENT NEEDS
Action Required | Responsible Person | Target Date | Completed |
OVERALL COMPETENCY OUTCOME
☐ Competent – Safe to Administer Medication Independently
☐ Competent with Additional Monitoring
☐ Further Training Required
☐ Not Yet Competent
☐ Reassessment Required
ASSESSOR SUMMARY
SIGNATURES
Name | Signature | Date |
Employee | ||
Assessor | ||
Registered Manager |
REVIEW REQUIREMENTS
- completed during induction;
- reviewed annually;
- repeated following medication errors;
- repeated following concerns regarding competency;
- repeated following significant policy or medication changes.
IMPORTANT GUIDANCE
- only administer medication they are trained and competent to administer;
- report all medication errors immediately;
- follow MAR chart instructions precisely;
- maintain confidentiality;
- follow safeguarding procedures;
- escalate concerns promptly.