Clinical Services Team Member Job Description Position Title Clinical Services Team Member Reports to Care Center Leader Job Status Full-Time FLSA Status Non-Exempt Positions Supervised None Position Summary Provide compassionate and quality clinical care for patients under the supervision of a Physician or other provider for the diagnosis treatment and prevention of disease. Essential Functions To accomplish this job successfully an individual must be able to perform with or without reasonable accommodation each essential function satisfactorily. Reasonable accommodation may be made to help enable qualified individuals with disabilities to perform the essential functions. Observe patients and assess their general condition measure and record vital signs record reasons for visit history of present illness document review of systems update quality measures medications family history surgical history and document changes in patient conditions in the electronic medical record. Communicate with and assist patients in a professional and courteous manner. Conduct pre-visit planning by reviewing and updating patient charts prior to time of visit including recent test results and correspondence and determine needed services per office protocol. Communicate with physician andor APP Advanced Practice Provider regarding any incomplete tests consults or orders prior to time of visit. Assist physician andor APP with examination of patient and administering diagnostic tests procedures and treatment. Provide basic patient care as directed by physician andor APP and as allowed by license certification or registration. Document all activities interventions patient and family responses medications dispensed and prescribed etc. during the patient visit in the EMR. Work as part of the healthcare team to assess patient needs plan and modify care and implement interventions. Communicate with the healthcare team to provide a proactive approach to patient care. Obtain lab x-ray and other reports and results hospital notes referral information consults etc. Monitor track and resolve outstanding orders referrals consults labs procedures etc. in EMR. Notify patients of lab results any changes in physician andor APP orders specialist appointments etc. and document notification in the EMR. Complete forms and obtain ABNs as needed or required by patients insurance. Make referral andor specialist appointments and schedule other tests treatments or procedures as needed. Provide patient education materials and communicate physician andor APP advice and instructions. Answer patient calls and determine how to assist them as needed. Triage patient needs and identify necessary plan of action within office policy such as scheduling an appointment triaging for a physician andor APP or directing the patient to the ER etc. as needed. Set up instruments and equipment according to office protocols and prepare exam and procedure rooms. Clean exam and procedure rooms instruments and equipment between patient visits to maintain infection control. Maintain accurate logs injectables refrigerator temperature logs equipment maintenance CLIA etc. and report variances to the Care Center Leader or supervisor immediately. Check and maintain the defibrillator. Check and maintain oxygen tanks and supply. Check and maintain autoclave by cleaning as scheduled. Order sort and store supplies to ensure availability as needed for patient care. Restock exam and procedure rooms. Store all refrigerated supplies timely. Adhere to infection control safety guidelines and confidentiality policies. Complete training for Centras Provider Portal and utilize the Portal to obtain test reports and results consult notes and other records as needed. Fulfill organizational responsibilities as assigned which include respect and promote patients rights respond quickly and appropriately to emergency situations and share problems relating to patients andor team members with Care Center Leader or supervisor quickly. Provide safe patient centered compassionate and competent care. Establish and maintain effective working relationships with patients physicians advanced practice providers team members insurance companies and the public. Work with peers physicians andor APP in a team environment. Participate in quality improvement projects. Attend training and meetings as required. Maintain annual competencies for medical assistant certification or registration or nursing license. Maintain CPR certification. Work at different locations within the organization as needed. Perform all other duties as assigned. Competencies Knowledge of medical terminology. Knowledge of medical office principles standards applications and tests. Knowledge of medical office safety cleanliness and infection control policies and regulations. Knowledge of medical office equipment uses and maintenance. Accuracy - Ability to perform work accurately and thoroughly. Communication - Ability to communicate effectively verbally and in writing. Computer Skills - Proficient ability to use a computer and electronic medical record. Confidentiality - Maintain patient team member and employer confidentiality. Comply with all HIPAA regulations. Customer Service Oriented - Friendly cheerful and helpful to patients and others. Ability to meet patients and others needs while following office policies and procedures. Detail Oriented - Ability to pay attention to the minute details of a project or task. Flexibility - Ability to adapt easily to changing conditions and work responsibilities. Positivity - Display a positive attitude and is a positive agent for change. Teamwork - Work as part of a team and collaborate with co-workers. Working Under Pressure - Ability to complete assigned tasks under stressful situations. Education and Experience High school diploma or equivalent required Associates Degree or higher preferred Medical office experience preferred Certification and Licensure CMA or RMA certification or LPN or RN license required Other related certifications and licenses will be considered i.e. RTR MLT CPhT Work Environment Environmentally controlled medical office environment Fast paced environment with occasional high pressure or emergent situations Frequent exposure to bodily fluids Possible exposure to infectious specimens communicable diseases toxic substances ionizing radiation medicinal preparations and other conditions common to a laboratory and medical office environment May wear Personal Protective Equipment PPE such as gloves or a mask Frequent interaction with a diverse population including team members providers patients insurance companies and other members of the public Physical Demands Frequent standing walking grasping carrying reaching bending stooping and speaking Occasional sitting Lifting carrying pushing and pulling up to 50 pounds with assistance if needed May need to lift or turn patients who are disabled with assistance if needed Frequent use of computer keyboard copy and fax machine and phone CHP has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the team members ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions responsibilities skills and abilities. Additional functions and requirements may be assigned by supervisors managers directors or officers as deemed appropriate. This document does not represent a contract of employment and CHP reserves the right to change this job description andor assign tasks for the team member to perform as CHP may deem appropriate. Team Member Signature Date Revision Dates 92008 102012 12016 12023 12024 22024