Medical Records (CNA)

Panoramic Health
The Certified Medical Assistant encompasses both administrative and clinical aspects of medical assisting. The tasks include performing check-in/check-out functions, answering phone calls, verifying insurance benefits, scheduling and confirming appointments, collecting copays, deductibles, and co-insurances, rooming patients, interviewing and giving instructions to patients as directed by physician or physician assistant or nurse practitioner, handling incoming and outgoing correspondence with other providers or pharmacies, processing requests for medical records, ordering and reviewing labs, obtaining vitals and other pertinent patient information, assisting providers with exams and procedures, and performing lab draws.
Responsibilities Include Room patients and complete full patient intake, including vitals, allergies, medication reconciliation, and medical history. Record all data in Athena EMR system.
Pull medical records from hospitals and laboratories, review labs to identify critical values, report critical values to the provider, and follow up with the patient as needed.
Perform phlebotomy and process specimens in accordance with CLIA regulations.
Prepare for patient office visits and prepare lab work in patient charts. Collect co-pays and outstanding patient balances, print orders and educational materials for patients, schedule procedures, obtain insurance card and payment guarantor information, and check insurance eligibility.
Answer phone calls in a timely manner, schedule appointments, and maintain assigned clinical inboxes in Athena electronic medical record system. Demonstrate phone etiquette in accordance with Panoramic Health standards of behavior.
Ability to effectively determine response priority and level for patient telephone calls and patient portal messages, consult with physician or physician assistant or nurse practitioner and document appropriately.
May assist with facilitating referrals to specialty care, imaging or laboratory studies as ordered by the physician or physician assistant or nurse practitioner. Scan and attach patient medical records and administrative documents in Athena. May occasionally act as a trainer for other medical support staff or students.
Qualifications At least 1-year of relevant medical assistant experience in a physician office.
Bilingual in Spanish highly preferred.
Broad understanding of clinical operations and physician office practice.
Nephrology medical office or dialysis experience preferred.
Athena electronic health record experience highly preferred.
Proficient in phlebotomy
Experience with other secure clinical communication and billing applications such as PMD soft.
Maintains rigorous confidentiality of all medical, financial, or other sensitive materials and information in printed, electronic, or verbal form, which may jeopardize the privacy of patients and/or employees.
Ability to perform basic patient data entry into Athena electronic health record and use Microsoft Office suite.
Comply with all HIPAA, OSHA, Compliance, and IT standards and policies.
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