Care Coordination Medical Assistant

Serene Health; San Diego (CA); On-site; USD 31,684 - 37,195; Full time

Benefits offered by this job

Medical, Dental, & Vision Benefits

Short & Long-Term Disability Benefits

401(K)

Paid Vacation and Sick Leave

Paid Holidays

Employee Referral Program

Flexible Spending Accounts

EAP

Job summary

Optima Medical Management Group seeks a Medical Assistant (non-clinical coordination) to support RN staff by handling medication profiles, referrals, and documentation across EHR/CRM systems. This role emphasizes accurate data, patient outreach, and adherence to HIPAA guidelines.

The position requires a high school diploma, CMA/RMA/CCMA preferred, and 1–2+ years in ambulatory care or payer support. Valid CA license/insurance expected; bilingual Spanish/English a plus.

Qualifications

• 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).
• Valid California drivers license and valid vehicle insurance required.
• 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.

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.
• Conduct hospital visits to high-risk and frequent-utilizer members on an as-needed basis to gather key information and support transition-of-care services.
• 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).
• Handle administrative responsibilities and support with payer compliance and operational processes.
• Performs other duties as assigned.

Skills

Attention to detail

Time management

Professional communication

Team collaboration

Problem-solving

Confidentiality & compliance

Education

High school diploma or equivalent

Medical Assistant training/certification

Tools

EHR/CRM systems

Payer portals

Job description

Optima Medical Management Group seeks a Medical Assistant (non-clinical coordination) to support RN staff by handling medication profiles, referrals, and documentation across EHR/CRM systems. This role emphasizes accurate data, patient outreach, and adherence to HIPAA guidelines.

The position requires a high school diploma, CMA/RMA/CCMA preferred, and 1–2+ years in ambulatory care or payer support. Valid CA license/insurance expected; bilingual Spanish/English a plus.