How do I document clinical competencies, ICU skills, and EHR certifications?
Maintain detailed competency profiles, specialized clinical skills, medical equipment proficiencies, and hospital EHR system certifications (Epic, Cerner).
To manage skills inventories in YourMedSoft, open the clinician profile under Staff Management, navigate to Skills & Competencies, check off verified clinical procedures (e.g., ventilator management, arterial lines, EHR proficiencies like Epic/Cerner), and save the competency profile for advanced scheduling matching.

What You Need Before Starting
- Clinician must have completed an initial clinical skills self-assessment.
Clinical & Regulatory Compliance Standards
- Meets Joint Commission requirements for initial and ongoing clinical competency evaluation.
Step-by-Step Instructions
Open Worker Profile
From Staff Management, select the clinician and click the "Skills Inventory" tab.
Select Clinical Category
Choose specialty areas such as Critical Care / ICU, Emergency, Telemetry, or Surgical Services.
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Check Specific Procedures & Equipment
Tag proficiencies (e.g., Vent Management, CRRT, Balloon Pump, IV Push, PICC Line Dressing).
Record Hospital EHR Certifications
Tag electronic health record competencies (Epic Rover, Cerner Millennium, Meditech Expanse).
Save Competency Profile
Click "Save Skills Inventory". The scheduling search engine immediately indexes these tags for dispatch filtering.
Pro-Tips & Best Practices
- Clinicians with verified Epic or Cerner experience can be filtered instantly when hospital clients request EHR-trained nurses.
Troubleshooting & Operational Edge Cases
Issue: Clinician not appearing in specialized dispatch filter
Operational Resolution: Confirm the specific skill tag was checked and saved in the clinician’s Skills Inventory tab.
Frequently Asked Questions & Troubleshooting
Can coordinators filter open shifts by specific clinical skills?
Yes. In the scheduling dispatch drawer, coordinators can filter candidates by required skills like "Epic Certified" or "Vents".
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