Clinical Services Associate (Medical Assistant)- Float Pool

Responsibilities

• Promptly rooms patients, using EMR to alert provider that patient is ready
• Reviews past medical, surgical, family, smoking history, allergies, medications; notes corrections in EMR, notes medication refills needed for the physician to review, initiates self-management goal setting where appropriate
• Prepares chart for patient visit, understands insurance restrictions for lab work, referral needs, precertification requirements, etc.
• Observes patient condition and communicates any abnormal data or changes to provider
• Absorbs patients as needed with walking, transfers, dressing, undressing, preparing for the exam, remains in exam room when necessary/requested
• Specimen management: obtains specimens for testing if applicable (including performing phlebotomy and anterior nares nasal swab collections), performs laboratory and screening tests, records results in EMR and reconciles with logs where appropriate, documents and reports findings to providers, performs all quality controls as per Point of Care Testing guidelines, prepares specimens for transport as necessary
• Performs EKGs and other outpatient screening tests as per MD order and after properly preparing the patient; accurately documents results in EMR
• Assists with minor surgical procedures by handing instruments, maintaining sterile field, positioning of patient and other duties within scope of responsibility
• Functions as a witness for procedural consents if required
• Responds appropriately to emergency/code situations
• CCAs, if applicable as per regulatory guidelines: administers prescribed medications, gives injections and vaccines; reads PPD results, under the direction of the provider/orders and documents in EMR
• Demonstrates competence in the observation, treatment, and care of the specific patients served in that practice, whose ages may range from neonate to geriatric
• Clerical / Other Accountabilities: responsive and proactive telephonic patient care - including care coordination with specialists, ancillary services, hospitals, labs, home care agencies, and all other involved health services
• Obtains and scans documents as appropriate and required for visit: test results, faxes, reports, notes, referrals, etc.
• Completes medical forms and other clinical requests for information as appropriate and required
• Assists nursing staff with the maintenance of patient education materials, as needed
• CCAs, if applicable as per regulatory guidelines: administers prescribed medications, gives injections and vaccines; reads PPD results, under the direction of the provider/orders and documents in EMR
• Maintains up to date knowledge of insurance requirements pertinent to patient service and billing procedures: including basic knowledge of all managed care plans and which insurers require a copayment or referral
• Validates patient demographic/insurance information and/or registers new patients into EMR using established protocols
• Records receipts accurately to ensure end of day reconciliation; participates in cash reconciliation delineations
• Sets up equipment and instruments as per practice protocol
• Cleans, disinfects, and sterilizes instruments and equipment according to protocols and checks that the instruments and equipment are in proper working order
• Notifies Supervisor of malfunctions
• Retrieves supplies and medications/blood products from tube system
• Secures stock items in appropriate location
• Delivers patient specific medications/blood products to the assigned nurse or provider
• Maintain temperature log for refrigerator or room temperature as needed
• Maintains a safe environment and protects the patient from injury by observing the patient who may be at risk for falls, confusion, disorientation, or wandering behaviors
• CCAs, if applicable as per regulatory guidelines: Maintains medication storage closet inventory and security; checks expiration dates; removes outdated items
• Performs daily code/crash cart checks as assigned
• Patient Service: strives to understand and anticipate patient needs, manages service recovery efforts when needed, enlists management assistance as appropriate, identifies opportunities to improve the patient experience
• Responsible for arriving/departing activities of patient at practice and performs point of service activities: collects copays and records accurately, obtains necessary signatures/forms, obtains insurance cards and referrals/authorizations, updates appointment status in EMR, and finalizes all check-out procedures
• Communicates with patients regarding patient flow and wait times – keeps manager aware of potential issues as they arise
• Issues referrals and obtains pre-authorizations for patients as required and as per protocol
• Financial: maintains up to date knowledge of insurance requirements pertinent to patient service and billing procedures: including basic knowledge of all managed care plans and which insurers require a copayment or referral
• Validates patient demographic/insurance information and/or registers new patients into EMR using established protocols
• Records receipts accurately to ensure end of day reconciliation; participates in cash reconciliation delineations
• Sets up equipment and instruments as per practice protocol
• Cleans, disinfects, and sterilizes instruments and equipment according to protocols and checks that the instruments and equipment are in proper working order
• Notifies Supervisor of malfunctions
• Retrieves supplies and medications/blood products from tube system
• Secures stock items in appropriate location
• Delivers patient specific medications/blood products to the assigned nurse or provider
• Maintain temperature log for refrigerator or room temperature as needed
• Maintains a safe environment and protects the patient from injury by observing the patient who may be at risk for falls, confusion, disorientation, or wandering behaviors
• CCAs, if applicable as per regulatory guidelines: Maintains medication storage closet inventory and security; checks expiration dates; removes outdated items
• Performs daily code/crash cart checks as assigned
• Patient Service: strives to understand and anticipate patient needs, manages service recovery efforts when needed, enlists management assistance as appropriate, identifies opportunities to improve the patient experience
• Responsible for arriving/departing activities of patient at practice and performs point of service activities: collects copays and records accurately, obtains necessary signatures/forms, obtains insurance cards and referrals/authorizations, updates appointment status in EMR, and finalizes all check-out procedures
• Communicates with patients regarding patient flow and wait times – keeps manager aware of potential issues as they arise
• Issues referrals and obtains pre-authorizations for patients as required and as per protocol
• Financial: maintains up to date knowledge of insurance requirements pertinent to patient service and billing procedures: including basic knowledge of all managed care plans and which insurers require a copayment or referral
• Validates patient demographic/insurance information and/or registers new patients into EMR using established protocols
• Records receipts accurately to ensure end of day reconciliation; participates in cash reconciliation delineations
• Sets up equipment and instruments as per practice protocol
• Cleans, disinfects, and sterilizes instruments and equipment according to protocols and checks that the instruments and equipment are in proper working order
• Notifies Supervisor of malfunctions
• Retrieves supplies and medications/blood products from tube system
• Secures stock items in appropriate location
• Delivers patient specific medications/blood products to the assigned nurse or provider
• Maintain temperature log for refrigerator or room temperature as needed
• Maintains a safe environment and protects the patient from injury by observing the patient who may be at risk for falls, confusion, disorientation, or wandering behaviors
• CCAs, if applicable as per regulatory guidelines: Maintains medication storage closet inventory and security; checks expiration dates; removes outdated items
• Performs daily code/crash cart checks as assigned
• Patient Service: strives to understand and anticipate patient needs, manages service recovery efforts when needed, enlists management assistance as appropriate, identifies opportunities to improve the patient experience
• Responsible for arriving/departing activities of patient at practice and performs point of service activities: collects copays and records accurately, obtains necessary signatures/forms, obtains insurance cards and referrals/authorizations, updates appointment status in EMR, and finalizes all check-out procedures
• Communicates with patients regarding patient flow and wait times – keeps manager aware of potential issues as they arise
• Issues referrals and obtains pre-authorizations for patients as required and as per protocol
• Financial: maintains up to date knowledge of insurance requirements pertinent to patient service and billing procedures: including basic knowledge of all managed care plans and which insurers require a copayment or referral
• Validates patient demographic/insurance information and/or registers new patients into EMR using established protocols
• Records receipts accurately to ensure end of day reconciliation; participates in cash reconciliation delineations
• Sets up equipment and instruments as per practice protocol
• Cleans, disinfects, and sterilizes instruments and equipment according to protocols and checks that the instruments and equipment are in proper working order
• Notifies Supervisor of malfunctions
• Retrieves supplies and medications/blood products from tube system
• Secures stock items in appropriate location
• Delivers patient specific medications/blood products to the assigned nurse or provider
• Maintain temperature log for refrigerator or room temperature as needed
• Maintains a safe environment and protects the patient from injury by observing the patient who may be at risk for falls, confusion, disorientation, or wandering behaviors
• CCAs, if applicable as per regulatory guidelines: Maintains medication storage closet inventory and security; checks expiration dates; removes outdated items
• Performs daily code/crash cart checks as assigned
• Patient Service: strives to understand and anticipate patient needs, manages service recovery efforts when needed, enlists management assistance as appropriate, identifies opportunities to improve the patient experience
• Responsible for arriving/departing activities of patient at practice and performs point of service activities: collects copays and records accurately, obtains necessary signatures/forms, obtains insurance cards and referrals/authorizations, updates appointment status in EMR, and finalizes all check-out procedures
• Communicates with patients regarding patient flow and wait times – keeps manager aware of potential issues as they arise
• Issues referrals and obtains pre-authorizations for patients as required and as per protocol
• Financial: maintains up to date knowledge of insurance requirements pertinent to patient service and billing procedures: including basic knowledge of all managed care plans and which insurers require a copayment or referral
• Validates patient demographic/insurance information and/or registers new patients into EMR using established protocols
• Records receipts accurately to ensure end of day reconciliation; participates in cash reconciliation delineations
• Sets up equipment and instruments as per practice protocol
• Cleans, disinfects, and sterilizes instruments and equipment according to protocols and checks that the instruments and equipment are in proper working order
• Notifies Supervisor of malfunctions
• Retrieves supplies and medications/blood products from tube system
• Secures stock items in appropriate location
• Delivers patient specific medications/blood products to the assigned nurse or provider
• Maintain temperature log for refrigerator or room temperature as needed
• Maintains a safe environment and protects the patient from injury by observing the patient who may be at risk for falls, confusion, disorientation, or wandering behaviors
• CCAs, if applicable as per regulatory guidelines: Maintains medication storage closet inventory and security; checks expiration dates; removes outdated items
• Performs daily code/crash cart checks as assigned
• Patient Service: strives to understand and anticipate patient needs, manages service recovery efforts when needed, enlists management assistance as appropriate, identifies opportunities to improve the patient experience