Medical Back Office Assistant Lead

Yuba City, CA

1. Demonstrates competency and professional responsibility in the medical assistant role

2. Complies with personnel policies

3. Acts based on constructive performance evaluations- staff development

4. Maintains confidentiality when interacting with patients, families, personnel and the public

5. Personnel are competent in their job responsibility orientation, training, skills evaluation,

annual competencies and the successful completion of an annual employee evaluation. The

annual competencies are based upon those specific tasks that are infrequently utilized and/or

have a high potential for less than positive patient outcome

6. A comprehensive annual employee performance evaluation includes but is not limited to:

· Completes orientation/safety/skills checklist on hire

· Completed annual competency checklist as appropriate

· CPR every two years if patient care is provided

· Safety Education Self-Study Module

· Age appropriate test

7. Chart review for completeness. (80%)

8. Test to assess ICD-9 coding ability. (80%)

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9. Test to assess CPT 4 coding ability. (80%)

10. Demonstrates a working knowledge of P&P manual

11. Attends 75% of scheduled staff meetings

12. Maintains positive public relations image with peers, patients and visitors by presenting a

positive, helpful attitude

13. Obtains patient information and inputs into the computer

· Patient name · Address · Telephone number · Social Security Number · Occupation · Chief

Compliant · Insurance information · Patient signature

14. Utilizes ICD-9 code book and records codes according to diagnosis

15. Disassemble patient medical record after patient visit and inputs and post patients’ charges

into computer

16. Assembles patient medical records prior to provider/nurse receiving the record

17. Gathers data relevant to the patient’s age group and individual needs

18. Administer or handle medications

19. Obtains and records: · Vital signs · Time in/date · Weight · Medication profile · Immunization

record · Allergies · Chief compliant · Signature/initials where appropriate

20. Prepares patient prior to provider examination · Sets patient on exam table · Patient changes

into gown as appropriate

21. Answers telephone calls, identifying self and clinic/practice with proper patient triage

22. Receives and documents telephone messages and gives to the appropriate person

23. Schedules appointments with accurate patient information

24. Types various documents accurately and as directed, i.e., 1st reports, TAR’s and

correspondence

25. Utilizes photocopy and facsimile machine

26. Gets authorization from insurance companies for approved referrals

27. Confirms appointment schedule and follow-up of missed appointments

28. Assists in maintenance of a neat, orderly and accurate medical record billing system

29. Ensures that patient medical record is disassembled after patient discharge and filed away

promptly

30. Maintains a neat, clean and functional work station

31. Uses principles of body mechanics in mobilizing objects · Demonstrates appropriate use of

Incident Reports

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32. Has working knowledge and location of policy and Procedure manuals: · Safety · Infection

control · Administration · MSDS manual · Disaster · Clinic/Practice-specific to manual

Job Limitations Lead Medical Assistants may NOT do the following:

1. Assess patient conditions

2. Work outside assigned skills

Qualifications 1. High school graduate or its equivalency 2. Medical Assistant Certification

required 3. Experience in medical front office procedures preferred 4.Typing, filing accurately

5.Current BLS certification 6.Must have proven ability to maintain professional conduct and

confidentiality in the care of patients 7. Must possess basic computer skills

Lifting Requirements Heavy: frequent lifting, not more than 100 pounds (with help) and/or

carrying objects weighing up to 50 pounds. There may be prolonged periods of standing,

walking, reaching, sitting and/or stooping.