Personnel Qualifications and Performance Evaluation (Online CE Course)

(based on 97 customer ratings)

Author: Sheryl A. Whitlock, MA.Ed, MT(ASCP)BB
Reviewer: Joy Gould, MS, SBBCM(ASCP)CCM, BB, MLT, CQIA(ASQ), CPHQ

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This course presents the CLIA personnel qualifications for individual laboratory personnel as outlined by regulations. The acceptability of an individual to serve in a role(s) when provided with specific qualifications is described and detailed. CLIA personnel requirements for High and Moderate complexity testing are presented in a clear and concise way. The contents of an appropriate job description and recommended provision to employee are outlined, along with Performance evaluation processes including recommended components.

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Continuing Education Credits

P.A.C.E.® Contact Hours (acceptable for AMT, ASCP, and state recertification): 1 hour(s)
Approved through 2/28/2026
Florida Board of Clinical Laboratory Personnel Credit Hours - Supervision/Administration, Quality Control/Quality Assurance, and Safety: 1 hour(s)
Approved through 2/28/2026

Objectives

  • State the CLIA personnel qualifications for individual laboratory personnel as outlined by the regulations.
  • Determine the acceptability of an individual to serve in a role(s) when provided with specific qualifications.
  • Differentiate CLIA personnel requirements for high and moderate complexity testing.
  • Outline contents of an appropriate job description and recommended provision to an employee.
  • Discuss the performance evaluation process, including recommended components.

Customer Ratings

(based on 97 customer ratings)

Course Outline

Click on the links below to preview selected pages from this course.
  • Job Description
      • Purpose of A Job Description
      • The human resources director recommends using the job description to assist with directing the hiring process. A new manager is hiring some testing pe...
      • Template for a Job Description
      • Template for a Job Description, continued
      • Match the job description template section to the item to be included in the job description
      • The human resources department is revising the job description template for the laboratory. On a conference call with the laboratory manager, the huma...
      • Implementation and Maintenance of Job Descriptions
      • Implementation and Maintenance of Job Descriptions, continued
      • As a part of the hiring process for a laboratory assistant to serve as a specimen processing tech, the human resources staff obtains the most recent j...
      • The laboratory manager is reviewing personnel folders for compliance. She notes that some job descriptions contain one signature, some contain multipl...
  • Personnel Requirements
      • Organizational Structure
      • Organizational Structure, continued
      • Each employee who serves in a position or role required by CLIA must be present on site whenever patient testing is in progress.
      • One technologist who is qualified to be a general supervisor continues to serve in a testing personnel position and does not apply for the general sup...
      • Regulatory Requirements for Laboratory Personnel as Defined by CLIA
      • Regulatory Requirements for Laboratory Personnel as Defined by CLIA, continued
      • In determining personnel requirements for a new laboratory, which of the following types of testing will not have personnel requirements as defined by...
      • Differentiate Personnel Required for Moderate and High Complexity Laboratories
      • A technical consultant and a technical supervisor are required for high complexity testing.
    • Laboratory Director
      • Laboratory Directors of Moderate and High Complexity Laboratories Qualifications
      • A physician's office laboratory is planning an upgrade from moderate to high complexity to perform clinical chemistry testing. The laboratory director...
      • The laboratory director of a moderate complexity laboratory is retiring. Which of the following current personnel would be qualified to serve as labor...
      • An individual with a bachelor's degree in microbiology could never qualify to be a laboratory director of a moderate complexity laboratory without a h...
      • The laboratory director may not delegate any responsibilities to the general supervisor.
    • Technical Consultant Qualifications
      • Technical Consultant Qualifications
      • The local hospital has several satellite sites. Which of the following complexity levels of satellite sites would be required to name a technical cons...
      • An MD who does not possess a current medical license in the state in which the laboratory is located may not serve as a technical consultant.
      • The laboratory director is interviewing current employees to select someone who can serve as a technical consultant. Which one of the following respon...
    • Clinical Consultant Qualifications
      • Clinical Consultant Qualifications
      • An individual with a bachelor's degree or master's degree in clinical chemistry or microbiology can serve as a clinical consultant.
      • An acute care hospital in a rural location has hired a clinical consultant, laboratory director, and technical consultant who are not on site at all t...
    • Technical Supervisor Qualifications
      • Technical Supervisor Qualifications
      • A high complexity hospital laboratory must replace the technical supervisor for clinical chemistry. The management has posted the job and received app...
    • General Supervisor Qualifications
      • General Supervisor Qualifications
      • A laboratory recently upgraded to high complexity and is interviewing candidates for the general supervisor position. Which of the following applicant...
    • Testing Personnel Qualifications
      • Testing Personnel Qualifications for Moderate and High Complexity Testing
      • The laboratory manager of a high complexity laboratory is selecting candidates to be interviewed for entry-level testing personnel positions. Which of...
  • Personnel Evaluation Process
      • Introduction to Performance Evaluation
      • The laboratory director of a new laboratory is working to develop a performance evaluation form. Where can the director find the specific expectations...
      • Performance evaluations are completed by management personnel as part of the responsibilities of the position. In any work setting, which employees wi...
      • Performance Evaluation Process
  • References

Additional Information

Level of instruction: Intermediate

Intended Audience: Medical laboratory scientists, medical technologists, and technicians. This course is also appropriate for medical laboratory science students and pathology residents.
Author information: Sheryl A. Whitlock, MA.Ed, MT(ASCP)BB is the owner of ARK Laboratory Consulting, LLC. Sheryl served as the laboratory coordinator for the Student Health Services Laboratory at the University of Delaware for 15 years. Sheryl received her Master’s degree in Education from Arcadia University in Glenside, Pennsylvania. She has more than 35 years of experience in laboratory science and has written and published textbooks and laboratory manuals, as well as having contributed to numerous online and print articles in the field of laboratory medicine.
Reviewer information: Joy Gould, MS, SBBCM(ASCP)CCM, BB, MLT, CQIA(ASQ), CPHQ received her master’s degree from Thomas Jefferson University in Philadelphia, PA, and a Bachelor of Science from Rowan University in Glassboro, NJ. She is a Teaching Assistant Professor and the Director of Academic and Corporate Initiatives for the Department of Medical Laboratory Sciences and Biotechnology at Thomas Jefferson University. She also held the position of Transfusion Medicine Supervisor for both Thomas Jefferson University Hospital and Jefferson Methodist Hospital for 12 years. Joy has been a Medical Technologist for over 37 years, 23 in a blood bank supervisory capacity.
Course Description: This course presents the CLIA personnel qualifications for individual laboratory personnel as outlined by regulations. The acceptability of an individual to serve in a role(s) when provided with specific qualifications is described and detailed. CLIA personnel requirements for High and Moderate complexity testing are presented in a clear and concise way. The contents of an appropriate job description and recommended provision to employee are outlined, along with Performance evaluation processes, including recommended components.

How to Subscribe
MLS & MLT Comprehensive CE Package
Includes 180 CE courses, most popular
$109Add to cart
Pick Your Courses
Up to 8 CE hours
$55Add to cart
Histology CE Package$69Add to cart
Histology CE User Increase$69Add to cart
Individual course$25Add to cart
Need multiple seats for your university or lab? Get a quote
shutterstock 1192828456 RS


Job Description Template


Organizational chart