Medical Assistant bei Serene Health

Job Summary:

The Medical Assistant provides non-clinical coordination and clinical support tasks to assist the nursing team (RNs) in delivering high-quality, member-centered care. This role focuses on medication profile intake, records and referrals coordination, provider notifications, and precise documentation in our systems. No independent clinical judgment is performed in this role.

Responsibilities:

• Conduct outreach to members to gather member-reported medication profiles, allergies, and pharmacy information; document changes and route to RN for reconciliation.
• Schedule and confirm RN joint calls and follow-up appointments; manage reminders and re-attempts per outreach cadence.
• Assist with Transitions of Care (TOC) tasks: post-discharge calls, records requests, follow-up scheduling, documenting status and meet deadlines.
• Prepare charts for RN assessments (summaries of recent encounters, meds, referral status).
• Send provider notifications (PCP/BH/specialists/pharmacy) with concise plan highlights (e.g., new goals, med updates, risk flags).
• Track referrals/authorizations and update task statuses (ordered, pending, approved, completed).
• Request, track, and upload medical records (hospitals, ED, specialists); verify completeness and correct patient identifiers.
• Maintain accurate documentation in the EHR/CRM (e.g., Alliance) and payer portals: contact notes linked to goals/interventions, statuses, next actions.
• Process and maintain Release of Information (ROI) forms and log disclosures per policy.
• Coordinate non-clinical services (transportation, food, utilities, housing resources) per RN or care plan guidance; document outcomes.
• Confirm member eligibility/benefits for services (e.g., NEMT) and assist with scheduling.
• Follow HIPAA, privacy, and security procedures at all times.
• Adhere to scope: no clinical assessment, diagnosis, or medication changes.
• Escalate promptly to RN for clinical concerns (worsening symptoms, safety risks, new diagnoses, medication issues).
• Performs other duties as assigned.

Education and Experience:

• High school diploma or equivalent required.
• Medical Assistant training/certification preferred (CMA, RMA, CCMA or equivalent).
• 1–2+ years in ambulatory care, care coordination, or payer/provider support role (Medicaid/Medicare populations a plus).
• Proficient with EHR/CRM systems and basic payer portals; strong typing and documentation skills.
• Excellent communication (phone, text, email) and customer-service mindset; bilingual Spanish/English a plus.

Required Skills/ Abilities:

• Demonstrates strong attention to detail and consistent documentation accuracy.
• Manages time effectively and follows through on assigned tasks.
• Communicate with members professionally and compassionately.
• Collaborates effectively with the clinical team and other departments.
• Applies problem-solving skills and resourcefulness to address SDOH-related tasks.
• Maintains integrity, confidentiality, and strict compliance with policies and standards.

Physical Requirements:

• Prolonged periods of sitting at an office desk on the computer.
• Lifting: Able to lift up to 10lbs.