Clinical Services Associate - Bensalem

Penn Medicine; Bensalem Township (Bucks County); On-site; USD 25,000 - 33,000; Full time

Job summary

Penn Medicine's Penn Cardiology in Bensalem, PA seeks a Client Services Associate to enhance the patient experience by blending clinical support with front-office administration. You will work closely with physicians, providers, and practice staff to ensure high-quality, patient-centered care.

The role includes clinical tasks, patient check-in/out, appointment scheduling, insurance coordination, and EMR documentation in Epic, with opportunities for credentialing and growth within the Penn

Qualifications

• High School Diploma or GED required.
• 18+ months of Medical Assistant experience or 1+ year as a Penn Medicine Clinical Support Representative may be considered in lieu of program completion.
• Current BLS certification required.
• CMA or RMA certification required (or obtained within 90 days of hire).
• Ability to successfully complete required Epic training and certification.

Responsibilities

• Room patients, collect vital signs, update medical histories, and prepare charts in the EMR.
• Perform EKGs, specimen collection, point-of-care testing, and other clinical procedures within scope of practice.
• Assist providers during exams and minor procedures.
• Observe patient conditions and promptly communicate concerns to providers.
• Administer medications, injections, and vaccines as permitted by certification and regulations.
• Schedule appointments, manage patient communications, and coordinate care with specialists and ancillary services.
• Obtain insurance information, referrals, authorizations, and required documentation.
• Perform patient check-in/check-out activities, collect copays, and maintain accurate records in the EMR.
• Support medical forms, patient correspondence, and follow-up communications.
• Maintain exam rooms, equipment, supplies, and inventory.
• Follow infection prevention, safety, and regulatory standards.
• Ensure accurate documentation and compliance with organizational and regulatory requirements.
• Contribute to process improvements and a positive patient experience.

Education

Penn Medicine-approved Medical Assistant program

CMA or RMA certification

Job description

Description

Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration with top clinical, technical and business professionals across all disciplines.

Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration with top clinical, technical and business professionals across all disciplines.

Today at Penn Medicine, someone will make a breakthrough. Someone will heal a heart, deliver hopeful news, and give comfort and reassurance. Our employees shape our future each day. Are you living your life's work?

Client Services Associate

PPMC | Penn Cardiology

Location: Bensalem, PA

Summary

The Client Services Associate (CSA) plays a key role in delivering an exceptional patient experience by combining clinical and administrative support functions. Working as both a Medical Assistant and Patient Services Associate, this position supports physicians, providers, and practice operations while helping ensure high-quality, patient-centered care.

Key Responsibilities

Clinical Support

• Room patients, collect vital signs, update medical histories, and prepare charts in the EMR.


• Perform EKGs, specimen collection, point-of-care testing, and other clinical procedures within scope of practice.


• Assist providers during exams and minor procedures.


• Observe patient conditions and promptly communicate concerns to providers.


• Administer medications, injections, and vaccines as permitted by certification and regulations.

Patient Services & Administration

• Schedule appointments, manage patient communications, and coordinate care with specialists and ancillary services.


• Obtain insurance information, referrals, authorizations, and required documentation.


• Perform patient check-in/check-out activities, collect copays, and maintain accurate records in the EMR.


• Support medical forms, patient correspondence, and follow-up communications.

Operations & Compliance

• Maintain exam rooms, equipment, supplies, and inventory.


• Follow infection prevention, safety, and regulatory standards.


• Ensure accurate documentation and compliance with organizational and regulatory requirements.


• Contribute to process improvements and a positive patient experience.

Minimum Qualifications

• High School Diploma or GED required.


• Completion of a Penn Medicine-approved Medical Assistant program or equivalent experience.


• 18+ months of Medical Assistant experience or 1+ year as a Penn Medicine Clinical Support Representative may be considered in lieu of program completion.


• Current BLS certification required.


• CMA or RMA certification required (or obtained within 90 days of hire).


• Ability to successfully complete required Epic training and certification.

Preferred Qualifications

• One year of healthcare experience in an ambulatory or physician practice setting.

We believe that the best care for our patients starts with the best care for our employees. Our employee benefits programs help our employees get healthy and stay healthy. We offer a comprehensive compensation and benefits program that includes one of the finest prepaid tuition assistance programs in the region. Penn Medicine employees are actively engaged and committed to our mission. Together we will continue to make medical advances that help people live longer, healthier lives.

Live Your Life's Work

We are an Equal Opportunity employer. Candidates are considered for employment without regard to race, ethnicity, color, sex, sexual orientation, gender identity, religion, national origin, ancestry, age, disability, marital status, familial status, genetic information, domestic or sexual violence victim status, citizenship status, military status, status as a protected veteran or any other status protected by applicable law.