Clinical Assistant- Primary Care

Essential Job Duties

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Answers telephones promptly, and handles/screens calls, including scheduling of patient appointments as directed and taking messages.
• Greets patients and schedules return appointments.
• Verifies insurance coverage, conducts income determinations and assigns payment category and updates patient information.
• Inputs data in computer in accordance with the "Billing and Front Desk Policies and Procedures" guidelines.
• Follows Receptionist Training Manual for procedures.

Patient Preparation & Clinical Support

• Rooms patients in a respectful, patient-centered manner.
• Obtains and documents vital signs, height, weight and required intake information in the EHR.
• Determines and documents reason for visit and updates histories appropriately.
• Performs medication reconciliation per protocol.
• Prepares exam rooms, equipment and supplies prior to provider entry.
• Auxiliaries with physical exams, gynecological exams, minor/procedures/sutures, wound care, LARC procedures, EKG, nebulizer treatments, audiology/tympanometry, and other procedures as assigned.
• Provides supportive communication during procedures to promote comfort and safety, and understanding.

Safety, Scope & Documentation

• Prioritizes patient safety and escalates abnormal findings promptly.
• Adheres strictly to scope of practice and seeks clarification when uncertain.
• Performs CLIA-waived testing (hemoglobin, blood glucose, urinalysis, step, mono) per protocol.
• Prepares and administers medications, including immunizations, as ordered and within scope.
• Documents all patient care accurately and timely in the EHR.
• Communicates provider-directed lab and diagnostic test results per policy.
• Reinforces provider education and utilizes teach-back methods when appropriate.
• Follows infection control standards and equipment safety protocols.
• Maintains patient privacy and dignity throughout the encounter.

Care Coordination & Team Collaboration

• Communicates clearly, respectfully and effectively with patients, families and caregivers.
• Serves as liaison between patients and interdisciplinary care team.
• Collaborates with providers, nurses, care coordinators, front office staff and other departments to support coordinated patient care.
• Schedules in-house procedures and initiates referrals to outside agencies/providers.
• Actively participates in referral tracking, follow-up and care coordination.
• Communicates status updates to providers and care team members per protocol.

Quality Improvement & Population Health

• Participates in Quality Improvement initiatives, including workflow improvement and metric monitoring.
• Assists with accurate documentation and data entry supporting UDS, HRSA and organizational reporting.
• Identifies care gaps (e.g. immunizations, screenings, chronic disease measures) and supports outreach and follow-up efforts.
• Participates in huddles and staff meetings to review quality metrics and contribute improvement ideas.
• Supports compliance with infection control, patient safety and regulatory standards.

Clinical Environment & Compliance

• Maintains cleanliness and disinfection of exam rooms and clinical work areas.
• Completes refrigerator/freezer temperature logs, medication and supply expiration checks, and CLIA quality control processes as assigned.
• Maintains and appropriately uses clinical equipment; reports malfunctions promptly.
• Enters orders appropriately for completed testing and health maintenance measures.
• Auxiliaries with desktop and workflow functions as assigned.

Professional Accountability & Growth

• Maintain BLS certification.
• Demonstrates commitment to ongoing professional development and skill validation.
• Maintains certification (if applicable) in good standing.
• Sets appropriate supervision and functions as a reliable team member.
• Supports a culture of safety, teamwork, respectful communication and continuous growth.

Marginal Job Duties

• Participates in team meetings.
• Fills in for other staff as needed and qualified.
• Assists the Center Manager, Nurse Manager or Primary Care Coordinator as necessary.
• Performs other duties as assigned.