Lead Medical Assistant III

About the role

The Lead Medical Assistant III plays a crucial role in supporting physicians and facilitating smooth operations within the clinic. They are responsible for administrative and clinical duties, including training and onboarding of medical assistants, resolving patient issues, and coordinating care team activities.

Responsibilities

• Organize provider’s work, delegating tasks to appropriate team members.
• Train and on-board assigned medical assistants, ensuring their success.
• De-escalate and resolve patient issues, grievances, and inquiries.
• Collaborate with Axis leadership and IS department on workflow development and EPIC service/enhancement pack user testing.
• Use reporting tools and EHR to pre-chart for patients, organize team huddles, and troubleshoot care for patients.
• Track and follow up on referrals, test results, medication prior authorizations, patient pharmaceutical assistance, and other care coordination activities.
• Retrieve and add relevant data to the EHR from completed referrals, tests, and hospitalizations/ER visits.
• Prepare forms for providers, especially for pod patients like disability applications and immunization reports.
• Analyze quality improvement data and present findings in huddles and Quality Committee Meetings.
• Outreach to patients for preventive care visits/follow-ups through various communication portals.
• Greet patients and visitors, direct them to appropriate locations, and maintain confidentiality per HIPAA regulations.
• Register patients according to agency protocols and schedule appointments.
• Assist patients in completing forms and document all information according to Axis protocols.
• Provide clinical support services for the assigned department/provider.
• Prepare patients for examinations according to Axis protocols and document findings.
• Perform basic laboratory screenings according to agency protocols.
• Perform injections under the supervision of a Registered Nurse.
• Assist with clerical support, including preparing patient records, filing reports, and maintaining forms.
• Participate in trainings for new technology and assist with weekly Pod staffing schedules.
• Complete weekly vaccine counts and assist with staff training.
• Available and willing to participate in Saturday and evening rotation shifts as part of scheduling responsibilities.
• Serve as the designated Safety Officer, ensuring compliance with health and safety regulations, conducting regular audits and drills, and leading staff training and safety protocols.
• Attend staff meetings and other assigned training events.
• May be required to perform other related duties, responsibilities, and special projects as assigned.

Qualifications

• High School Diploma or equivalent.
• Minimum three (3) years of experience as Medical Assistant and receptionist in a healthcare setting.
• Current valid certification as a Medical Assistant by AAMA, AMT, or CCMA preferred.
• Epic experience is a plus.
• Ability to work cross-functionally across all Axis clinic departments and independently manage a medical assistant schedule.
• Experience serving as a Safety Officer or in a similar safety and compliance role preferred.
• Excellent telephone patient service skills.
• Knowledge of patient billing procedures, insurance verification.
• Ability to work efficiently and effectively.
• Ability to work well under pressure, multi-task, and handle stress well.
• English/Spanish bilingual is required.
• Strong analytical, employee relations, and excellent interpersonal skills.
• Excellent writing, business communication, editing, and proofreading skills.
• Ability to interact effectively and in a supportive manner with persons of all backgrounds.
• Proactive, self-motivated, and able to work independently or on a team with the ability to exercise sound independent judgment.
• A can-do attitude, with attention to detail.
• Ability to type a minimum of 35 WPM with minimal errors.
• Good computer skills using Microsoft Office and ability to use Axis departmental systems.
• Ability to use office equipment (i.e., copier, fax, etc.).
• Willing to work in Pleasanton and other designated Axis health centers based on clinic needs.

Benefits

• Employer paid health, dental, and vision benefits to the employee.
• Option to participate in a 403(B) retirement plan with employer matching contribution.
• Partial educational reimbursement.
• 12 paid holidays.
• Accrued paid time off with each pay period.
• Employee discount programs.
• Colleague Referral Bonus Program.

Connect with Axis

For more information about Axis Community Health, connect with us on our company page, Facebook, LinkedIn, and Annual Gratitude Report.