Medical Assistant II

Dual Role-Medical Assistant and Patient Care Specialist

Monday-Friday 8am-5pm This is a floating role-traveling between clinics

The Medical Assistant (MA) is responsible for providing high-quality, compassionate clinical and administrative support to physicians, hospitalists, and other healthcare professionals in outpatient and hospital-based settings. This role ensures efficient patient flow, accurate documentation, and exceptional patient care through coordination, education, and hands-on service delivery while adhering to established clinical guidelines, provider supervision standards, and organizational policies.

The Patient Care Specialist provides essential front-line administrative and clerical support within the medical office. This role is responsible for greeting and registering patients, verifying demographic and insurance information, collecting payments, and maintaining accurate documentation within the electronic health record (EHR). The Specialist upholds patient confidentiality and follows all HIPAA, privacy, and compliance standards while working under close supervision to ensure a professional and efficient patient experience.

Job Description

Medical Assistant Description:

• Conducts comprehensive patient intakes, including obtaining vital signs, recording medical histories, and reviewing medication and allergy information.
• Assists providers during examinations, minor procedures, wound care, and diagnostic testing while ensuring patient comfort and safety.
• Performs EKGs, immunizations, and specimen collection in accordance with policy and competency standards.
• Prepares, labels, and processes laboratory samples and point-of-care tests accurately.
• Maintains infection control, safety protocols, and equipment calibration across all clinical areas.
• Supports providers with patient triage, care coordination, and transitions across clinical settings.
• Provides patient education regarding medications, treatment plans, chronic condition management, and preventive care.
• Accurately document clinical data, provider instructions, and patient updates in the electronic health record (EHR).
• Schedules, confirms, and tracks patient appointments, referrals, authorizations, and test results to ensure timely care.
• Verifies insurance coverage and assists with prior authorizations, billing, and coding processes as needed.
• Monitors inventory levels and prepares examination or procedure rooms with required supplies and equipment.
• Participates in performance improvement initiatives, clinical audits, and safety drills to support continuous quality improvement.
• Facilitates communication among patients, providers, and interdisciplinary teams to ensure coordinated, patient-centered care.
• Maintains confidentiality and adheres to HIPAA, OSHA, infection control, and all compliance standards.
• Upholds compassionate, culturally competent care while maintaining sensitivity to diverse patient populations.
• Demonstrates excellent guest service to internal team members and patients.
• Performs other related duties as assigned.

Patient Care Specialist Description:

• Greets, registers, and checks in patients, ensuring all demographic, insurance, consent, and contact information is accurate and current in the EHR.
• Collects and processes copayments following standard cash-handling and reconciliation procedures.
• Verifies insurance eligibility, obtains required authorizations, and documents verification results accurately in the patient record.
• Provides clear explanations of check-in processes, insurance requirements, and payment expectations.
• Answers and routes phone calls, schedules or reschedules appointments, and maintains daily appointment schedules while communicating adjustments to clinical staff.
• Processes urgent buckets, appointment ticklers, and medical record release requests in a timely and accurate manner.
• Performs clerical and administrative tasks including filing, faxing, scanning, and uploading documents into the EHR.
• Reviews patient accounts for outstanding balances or documentation errors and partners with billing to resolve discrepancies.
• Maintains full HIPAA and privacy compliance by safeguarding patient information, properly managing documentation, and limiting access to authorized users only.
• Identifies and reports potential privacy breaches, compliance risks, or billing concerns promptly according to established protocols.
• Prepares, routes, and manages medical documentation to ensure completeness, confidentiality, and accuracy.
• Provides professional, courteous customer service and maintains composure during high-volume or challenging situations.
• Coordinates scheduling across multiple providers, departments, or specialties to support efficient patient flow.
• Audits patient charts, registration data, and referral documentation to identify and correct compliance.
• Participates in mandatory training programs related to compliance, privacy workflow changes, and patient experience.
• Supports the Practice Manager and care team with assigned administrative tasks.
• Participates in departmental audits, workflow redesign initiatives, and implementation of new systems or technologies.
• Repairs and distributes operational reports related to scheduling efficiency, registration accuracy, or service metrics.
• Demonstrates excellent guest service to internal team members and patients.
• Performs other related duties as assigned.