Certified Medical Assistant

Overview

Position Specific Competencies: Certified Medical Assistant (CMA)

In addition to the following essential position competencies, other competencies may be

required to meet changing organization needs.

 

1. Uses an appropriate problem-solving approach to plan services.

a. Obtains vital signs and general health information for patient chart and prepares patients for examination.

b. Maintains patient health record in an up-to-date status especially regarding pain assessment and current medication sheet.

c. Assures documentation is complete, concise, and correct.

d. Prepares and maintains exam rooms and medical equipment for patient visits

e. Contributes to plan of care for individuals and groups of patients utilizing all principles to reduce medication errors when handling or calling in medications or refills.

f. Demonstrates initiative in suggesting and implementing problem solving approaches and planning performance of service.

g. Prepares and maintains exam rooms and medical equipment for patient visits regarding all safety checks and HIPAA guidelines and adapt same HIPAA principles to chart documentation and exposure as well as discussing PHI in front of anyone other than patient.

h. Triages patients and enters accurate and concise data into the EMR while paying attention to spelling and clarity.

i. Navigates the EMR system in an efficient manner.

j. Facilitates quality care management through best practice utilization of the clinic EMR.

k. Promotes continuity of care seen by appropriate actions notes and prompt follow up.

l. Answers phones, routes calls and or takes accurate message. Demonstrates a sense of urgency relating to a patient’s level of distress.

m. Triages basic patient care needs, generating a telephone encounter depending upon the situation. Assure a duplicate message has not already been started.

n. Manages the scheduling of patient appointments. Registers new patients and maintains current accurate up to date demographic and insurance information for all patients. Performs according to policy regulations associated with Privacy. Notification, Medicare secondary, signed demographic registrations, consent to treat minors, etc.

o. Identifies barriers related to Social Determents Determinants of Health (SDOH) and notifies provider.

p. Verifies insurance eligibility, scans insurance card.

q. Checks patients in and or out for visits in an appropriate manner. Accurate and appropriate use of ICD-10 and CPT codes.

r. Processes patient referrals for tests and referrals to specialists. Monitors referral work queue for follow-up. Assists nursing and or other clinic personnel in follow up to ensure patient compliance, receipt of test results and reports from specialists. Be proactive in contacting patients with test results.

s. Forwards requests for Medical Records to Release of Information Department.

t. Recognizes how fraud and abuse interplay into daily role.

u. Ensures orders are entered correctly to capture appropriate charges.

v. Refills medications according to medication refill guidelines.

w. Identifies barriers germane relevant to patient’s individual needs being financial, emotional, physical, cultural, or spiritual (SDOH).

x. Astute and sensitive to patient satisfaction as it pertains to customer service- people skilMails skills in all clinical situations.

2. Provides Services in consideration of the recipient’s needs:

a. Ensures that patients are placed in exam rooms and seen by the provider in a timely manner.

b. Assists the provider as needed with examinations and procedures

c. Ensures the smooth transition of patients.

d. Assists in the collection of laboratory specimens and performance of tests on patients as ordered by the provider. Track lab and all tests for outcomes and follow-up.

e. Identifies clinical significance of data and informs provider appropriately and provides follow up accurate documentation. Enures Ensures that all lab results, interpretations, etc. are received in the patient charts in a timely manner. Always assesses for provider signature, patient notification, date and any required follow up.

f. Actively participates in department functions by suggesting strategies to improve outcomes, control cost, and/or increase patient satisfaction.

g. Maintains work area in neat, organized manner.

h. Secures patient information in desk drawers or folders.

i. Secures all receipts, cash drawer, etc. under lock and key overnight and when away from work area. Locks computer system as needed when away from work desk to protect PHI for patients.

j. Greets and directs patients and visitors in a courteous manner, informing them of delays or changes in patient flow.

k. Manages appointment sch