NA-Clinical Assistant (Weston)

Responsibilities and Duties:

• Escort patients to the exam room and initiate sensitive conversations. This includes but is not limited to verifying demographic information, emergency contacts, next of kin, preferred pharmacy, HIPAA Notice of Privacy Practices, family size and income level, social security number, medical release forms, etc. and documenting in the correct fields within the patient’s electronic health record. Make sure that Primary Department and Usual Provider-Primary Care Provider matches.
• Ensure that registration paperwork is completed annually. Assist patients with electronic check-in when necessary.
• Obtains and records patient vital signs (height, pulse, temperature, visual acuity, weight, and measures blood pressure, head circumference when indicated for patients).
• Register the patient for the patient portal, if applicable. Provide education as to the use of the system, highlight what communication can be made via the portal and the access the patient will have to their health information. Provide the patient with instructions on how to utilize the system and generate passcode that allows for initial access. Troubleshoot problems the patient may be experiencing.
• During the intake process, evaluate the responses to the social determinants of health (SDOH) questions. When responses indicate difficulty in access, conditions, and availability to physical or social needs, provide the community resources packet to the patient. Report responses associated with “high risk” to all care team members.
• Pre-Visit Planning: Call patients before their appointment to ask questions about what has happened since their last visit. Request consultation notes from specialists seen, ER records, remind about outstanding orders, and co-pay that will be due at check-in. Remind them to bring in their driver’s license and current insurance card. Confirm insurance eligibility. Ensure appointment type is correct and change if needed.
• Schedule for next visit prior to patient leaving office. Select the appropriate visit type if the next appointment should be a Medicare Annual Wellness Visit or Well child.
• May assist providers in medical examinations as requested. 
• Buckets: Folow up on patient reminders. Outstanding lab and imaging orders-check chart to see if completed and not tied to orders, call patient to remind to complete. Specialist referrals-call facility to see if completed, request consult note. If not, call patients to remind them to reschedule. Label incoming results and consult notes correctly to ensure they tie to quality measures and outstanding orders.
• Assists with patient pill counts and drug screenings.
• Perform federal urine drug screenings after appropriate training.
• Collects finger stick A1c’s.
• Perform blood draws based upon training level.
• Calibrate, and maintain laboratory equipment to ensure efficient performance
• Annotates patient charts with lab results. Contact patients with laboratory and specialists’ findings and other various tests. Performs accurate and thorough documentation in the patient chart of results and patient outreach.
• Daily equipment checks and sanitary duties for equipment.
• Clean and sterilize instruments daily and/or after immediate use using Autoclave system. Performs quality checks on the Autoclave to ensure proper working conditions and documents findings of regular performance checks.
• Clean exam rooms after each patient. Keep the exam room neat and orderly and restock the examination rooms with a standard list of supplies.
• Counsel patients in the office and on phone concerning scheduling, medication refills, medication questions and refill requests. Answers patient clinical calls and questions and direct them to appropriate individuals if unable to answer inquiries.
• May be required to serve as medical receptionist depending upon need
• Other duties as assigned.

Patient Satisfaction:

• Assist patients, family members