Registered Nurse - Case Manager - Concierge Primary Care

Job Description

Job Description

Location:  San Francisco (Laurel Heights area)

Schedule: 5/8s traditional business hours no weekends required!

Must have : solid phlebotomy and IV skills!

Compensation: $173,000-$187,000/year based on experience

Longevity:  We are seeking a RN who is looking for a long-term professional home and is excited to build lasting relationships with patients and colleagues over the coming years.

Who are we?

Private Medical has spent the last 20 years creating a new category of concierge  medicine —  private medicine — by designing a system that honors the relationship between patients, physicians, and each member of the care team. Based in California, New York, and Florida, our physician-led teams work in concert with our Gynecologists, Naturopathic Medicine Doctors, curated local specialists, elite medical centers, and specialists around the world, to provide relationship focused, evidence-based, longitudinal care to our members and their families. Private Medical is, by design, privately held and free from any conflicts of interests.

The RN Care Manager provides comprehensive, customized nursing support to assigned physicians and member panels within a primary care setting through a service-first, hospitality-forward approach. This role combines longitudinal care management, care coordination, and direct patient care. While the role is primarily focused on panel management and clinical coordination, RN Care Managers also provide in-person nursing care during scheduled office visits and home-based visits as operational needs require.

Success in this role requires strong clinical judgment, exceptional organization, clear written and verbal communication, and the ability to operate effectively within an evolving, team-based model. 

What will you be doing in this role?

• Partner with assigned physicians and PCAs to support longitudinal panel management and continuity of care, ensuring members experience coordinated, reliable support across visits, tests, and referrals.
• Provide proactive case management for members with complex or chronic conditions, including outreach, monitoring, and follow‑up to anticipate needs and prevent gaps in care.
• Provide direct nursing care during scheduled in-office visits and house calls, including venipuncture, IV therapies, immunizations, and other nursing procedures within scope of practice.
• Triage incoming clinical communications (phone, portal, email/inbox) within scope, using sound clinical judgment to determine urgency, next steps, and routing, and ensuring timely, appropriate follow‑up.
• Manage inbox tasks, including medication reconciliation, refills, prior authorizations, test results, and care coordination tasks within scope, closing the loop reliably for members and physicians.
• Support preventive care tracking and chronic disease management initiatives using panel data, registries, and standardized workflows so members receive recommended care on time.
• Coordinate labs, imaging, referrals, and external care transitions; ensure clear handoffs, complete documentation, and member‑friendly communication at each step.
• Deliver a hospitality‑forward experience in every interaction: offer a genuine welcome, personal recognition (“they know me”), attentive listening, timely responses, and thoughtful anticipation of needs so members and colleagues feel safe, respected, and comfortable.
• Balance panel management responsibilities with direct patient care to support member access, continuity, and operational needs.
• Use data and feedback (panel metrics, turnaround times, errors, member and MD feedback) to identify bottlenecks, suggest pragmatic improvements, and participate in continuous improvement efforts and pilots.
• Work effectively alongside both human teammates and automated tools or workflows (e.g., templated tasks, RPA‑enabled processes), ensuring tasks are performed competently regardless of who or what executes them, and escalating appropriately when human review is needed.
• Support operational flexibility and cross‑coverage within scope (e.g., coverage for PTO, unplanned absences, and same‑day needs) to maintain access and continuity for members and physicians.
• Maintain accurate, complete, and timely documentation in the medical record and related systems; adhere to established clinical policies, documentation standards, privacy requirements, and safety protocols. 

Qualifications 

• Active California RN license
• Current BLS certification.
• Bachelor’s degree required; BSN preferred. 

Experience 

• Minimum of 3 years of RN experience in hospital and/or outpatient settings. ○ Experience in primary care, concierge medicine, or case management, including ambulatory nursing skills such as venipuncture, IV therapy, immunizations, and patient assessment, strongly preferred.
• Demonstrated success in roles that combine clinical coordination, member communication, and workflow reliability. 

Service & Values Alignment 

• Demonstrates hospitality‑forward, member‑facing service experience; comfortable engaging directly with members and families.
• Alignment with Private Medical values, including compassionate care, a growth mindset, and continual evolution.
• Comfortable working in a hybrid, evolving model of care that emphasizes team‑based support, cross‑coverage, and use of automation where appropriate.

Technical Skills 

• Proficiency with Apple/macOS.
• Experience navigating EHR systems; Elation preferred.
• Comfortable using Salesforce and Google Workspace for communication, task management, and documentation.
• Ability to learn and adopt new tools and automated workflows as clinical operations evolve. 

Core Competencies 

• Clinical excellence and judgment – Applies strong clinical judgment, attention to detail, and current standards of practice to direct patient care, clinical procedures, triage, care coordination, and longitudinal care management. Maintains proficiency in ambulatory nursing skills, including venipuncture, IV therapy, immunizations, EKGs, and other procedures within scope of practice.
• Hospitality as a core job requirement – Consistently provides a genuine welcome, personal recognition, anticipatory support, and warm, professional engagement so members and colleagues feel safe, cared for, and valued.
• Operational flexibility and reliability – Adapts schedules, responsibilities, and workflows to meet evolving member and operational needs, balancing care coordination with direct patient care while maintaining high-quality, reliable service and dependable coverage.
• Systems and structure mindset – Thinks beyond one‑off tasks; helps build, follow, and improve standardized workflows, checklists, and playbooks that enable consistent performance across teams and sites.
• Values‑based collaboration and leadership enablement – Embodies Private Medical values; collaborates constructively with physicians, PCAs, RN leadership, and Operations to implement standards, support change, and enable leaders to create an environment where teams can thrive.
• Data‑informed, improvement ‑ oriented – Uses data and feedback to prioritize work, reduce rework, and surface improvement ideas; participates actively in continuous improvement and maintains feedback loops between front‑line work and leadership.
• Human + automation collaboration – Works effectively alongside both human teammates and automated tools; understands when automation can safely support work, when to escalate to human review, and how to maintain quality and member experience across both.
• Clear communication and teamwork – Communicates clearly and respectfully in verbal and written formats; closes loops reliably; aligns expectations with members, physicians, and colleagues across disciplines and locations.
• Adaptability in a dynamic environment – Comfortable with evolving care models, pilots, and process changes; approaches change with curiosity and a focus on member experience, team sustainability, and long‑term reliability.

Whats in it for you?

• A competitive starting salary commensurate with experience and skills
• 401(k) with a match (up to 3% of salary)
• Robust health benefits and paid time off
  
• 10 paid holidays off & 1 floating holiday
• ...and most importantly more time to provide outstanding care for patients and work with great colleagues!
  

What is the interview process for this role? 

Thank you for your interest in joining Private Medical. We believe the interview process should be as transparent, thoughtful, and engaging as the care we provide to our members.

Throughout the process, you'll be working closely with me, Leah,  who will serve as your primary point of contact. I look forward to getting to know you and helping guide you through each step of the candidate journey!

Our interview process includes:

Application Review
Once we receive your application, our team will carefully review your experience and qualifications. If your background aligns with what we're seeking, we'll reach out to schedule an introductory conversation.

Initial Conversation with HR
This conversation is an opportunity for us to learn more about your experience, career goals, and what you're looking for in your next opportunity. It's also a chance for you to learn more about Private Medical, our culture, and the role.

Hiring Manager Interview
Qualified candidates will then meet with the hiring manager to discuss the position in greater depth, including responsibilities, team dynamics, and how your experience may contribute to our continued success.

Team Interviews
We believe hiring is a collaborative process. Finalists will have the opportunity to meet key members of the team and gain a broader understanding of how we work together to deliver an exceptional experience for our patients and colleagues.

Skills Assessment & Shadow Experience (Clinical Roles)
Candidates interviewing for Registered Nurse and Medical Assistant positions will participate in a role-specific skills assessment (phlebotomy and EKG included) and shadow experience. This allows both you and our team to gain a realistic understanding of the role, the work environment, and what success looks like at Private Medical.

We understand that interviewing is a significant investment of your time. Our commitment is to provide clear communication, timely updates, and a respectful candidate experience throughout the process.

At Private Medical, we know that a great experience for patients, physicians, and the entire team transpires when people from different geographies, religions, ethnicities, political affiliations, genders, abilities, and creeds engage in collaboration. It is vital that we remain curious and compassionate towards ourselves and others, that we celebrate the new perspectives diversity invites us to see, and that we learn and adapt to the influence of our community to foster a safe and collaborative space.