Certified Medical Assistant

Panoramic Health; Sarasota (FL); On-site; USD 35,000 - 52,000; Full time

Job summary

Panoramic Health in Sarasota, FL seeks a Certified Medical Assistant to join our team. The role blends administrative and clinical duties, including check-in/out, scheduling, billing, taking vitals, phlebotomy, and assisting physicians with exams. Strong knowledge of Athena EMR and HIPAA compliance is essential.

Responsibilities cover patient intake, record review, referrals, and coordinating labs or imaging, with bilingual Spanish preferred. Experience in nephrology or dialysis adds value.

Qualifications

• At least 1-year of relevant medical assistant experience in a physician office.
• Bilingual in Spanish highly preferred.
• Broad understanding of clinical operations and physician office practice.
• Nephrology medical office or dialysis experience preferred.
• Athena electronic health record experience highly preferred.
• Proficient in phlebotomy
• Experience with other secure clinical communication and billing applications such as PMD soft.
• Demonstrates knowledge and understanding of HIPAA and other patient privacy laws.
• Ability to perform basic patient data entry into Athena electronic health record and use Microsoft Office suite.

Responsibilities

• Room patients and complete full intake, including vitals, allergies, medication reconciliation, and medical history. Record in Athena.
• Pull medical records, review labs, and report critical values to the provider; follow up with patient as needed.
• Perform phlebotomy and process specimens per CLIA regulations.
• Call patients with test results or instructions from the clinician.
• Prepare for visits and coordinate labs/imaging; make reminder calls for labs two weeks prior to appointments.
• Greet patients; manage check-in/out, collect co-pays, and verify insurance eligibility.
• Answer calls, schedule appointments, and maintain clinical inboxes in Athena. Follow Panoramic Health etiquette.
• Determine response priority for patient calls and portal messages; document appropriately.
• Assist with referrals to specialty care and ensure labs/imaging setup.
• Scan and attach patient records; process incoming faxes and labs not electronically sent.
• Process medication authorizations and manage drug sample closet.
• Reschedule patients and maintain waitlists; schedule from waitlist when feasible.
• Exercise sound judgment in stressful situations; may train others.
• Perform other duties as required.

Skills

Medical assistant experience

Bilingual Spanish

HIPAA compliance

Phlebotomy

Confidentiality and data handling

Tools

Athena EHR

PMD Soft

Microsoft Office

Job description

Panoramic Health

Come Join our team!! The Certified Medical Assistant encompasses both administrative and clinical aspects of medical assisting. The tasks include performing check-in/check-out functions, answering phone calls, verifying insurance benefits, scheduling and confirming appointments, collecting copays, deductibles, and co-insurances, rooming patients, interviewing and giving instructions to patients as directed by physician or physician assistant or nurse practitioner, handling incoming and outgoing correspondence with other providers or pharmacies, processing requests for medical records, ordering and reviewing labs, obtaining vitals and other pertinent patient information, assisting providers with exams and procedures, and performing lab draws.

Responsibilities Include

• Room patients and complete full patient intake, including vitals, allergies, medication reconciliation, and medical history. Assess patient symptoms, reactions, and physical condition. Record all data in Athena EMR system.
• Pull medical records from hospitals and laboratories, review labs to identify critical values, report critical values to the provider, and follow up with the patient as needed.
• Perform phlebotomy and process specimens in accordance with CLIA regulations.
• Call patients with test results or instructions as provided by the physician or physician assistant or nurse practitioner.
• Prepare for patient office visits and prepare lab work in patient charts. Make patient reminder calls for lab work (2) two weeks prior to patient appointments.
• Greet patient and perform check-in/check-out procedures in an accurate and timely manner. Collect co-pays and outstanding patient balances, print orders and educational materials for patients, schedule procedures, obtain insurance card and payment guarantor information, and check insurance eligibility.
• Answer phone calls in a timely manner, schedule appointments, and maintain assigned clinical inboxes in Athena electronic medical record system. Demonstrate phone etiquette in accordance with Panoramic Health standards of behavior.
• Ability to effectively determine response priority and level for patient telephone calls and patient portal messages, consult with physician or physician assistant or nurse practitioner and document appropriately.
• May assist with facilitating referrals to specialty care, imaging or laboratory studies as ordered by the physician or physician assistant or nurse practitioner. Coordinate with others to make sure patient is appropriately set up for any required lab studies or imaging.
• Scan and attach patient medical records and administrative documents in Athena. Reviews and processes incoming faxes and flow labs that are not electronically sent.
• Process medication authorizations and refills. Organize drug sample closet and discard expired medications appropriately.
• Reschedule patients as appropriate by maintaining Athena automated appointment scheduling reminder system. Maintain appointment waitlist and schedule appointment from waitlist when feasible.
• Exercise sound judgment when dealing with challenging and stressful situations.
• May occasionally act as a trainer for other medical support staff or students.
• Perform other duties and responsibilities as required, assigned, or requested.

Qualifications

• At least 1-year of relevant medical assistant experience in a physician office.
• Bilingual in Spanish highly preferred.
• Broad understanding of clinical operations and physician office practice.
• Nephrology medical office or dialysis experience preferred.
• Athena electronic health record experience highly preferred.
• Proficient in phlebotomy
• Experience with other secure clinical communication and billing applications such as PMD soft.
• Demonstrates knowledge and understanding of HIPAA and other patient privacy laws. Maintains rigorous confidentiality of all medical, financial, or other sensitive materials and information in printed, electronic, or verbal form, which may jeopardize the privacy of patients and/or employees.
• Ability to perform basic patient data entry into Athena electronic health record and use Microsoft Office suite.
• Comply with all HIPAA, OSHA, Compliance, and IT standards and policies.

The Company is committed to the principles of equal employment. We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. It is our intent to maintain a work environment which is free of harassment, discrimination, or retaliation because of age, race, color, national origin, ancestry, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed servicemember status, or any other status protected by federal, state, or local laws. The company is dedicated to the fulfillment of this policy in regard to all aspects of employment, including but not limited to recruiting, hiring, placement, transfer, training, promotion, rates of pay, and other compensation, termination, and all other terms, conditions, and privileges of employment

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