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

Empowering Wellness, Transforming Lives Optima Medical Management Group is dedicated to enhancing the quality of life by promoting wellness. At Optima MMG and all of its divisions: Serene Health, Community Support, and American TrueCare, our mission is to provide comprehensive support and care that not only addresses immediate concerns but also fosters long-term well-being.

Empowering Wellness, Transforming Lives Optima Medical Management Group is dedicated to enhancing the quality of life by promoting wellness. At Optima MMG and all of its divisions: Serene Health, Community Support, and American TrueCare, our mission is to provide comprehensive support and care that not only addresses immediate concerns but also fosters long-term well-being.

As pioneers in the field, we aspire to lead in member care outcomes and set new standards for excellence and innovation. We are committed to empowering our members to achieve self-sufficiency in health, creating a ripple effect that strengthens families and communities.

Our work culture at Optima MMG is built on pride, passion, and a collective commitment to making a positive difference in people's lives. Our team members are dedicated problem-solvers who bring their unique skills and perspectives to the table. We believe that by fostering a collaborative and supportive environment, we can unlock the full potential of our team and, in turn, provide the best possible care to our members.

A career at Optima MMG is an opportunity to be part of a dynamic and forward-thinking organization. We encourage continuous learning and professional growth, providing our employees with access to industry experts, cutting-edge technologies, and a supportive community that values each individual's contributions. Join us on this journey to not only advance your career but to be a driving force in transforming lives and communities through passionate and fulfilling work!

Job Summary

The Medical Assistant provides non-clinical coordination and clinical support tasks to assist the nursing team (RNs) in delivering high-quality, member-centered care. This role focuses on medication profile intake, records and referrals coordination, provider notifications, and precise documentation in our systems. No independent clinical judgment is performed in this role.

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.

Education and Experience

• 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 driver's 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.

Required Skills/ Abilities

• Demonstrates strong attention to detail and consistent documentation accuracy.
• Manages time effectively and follows through on assigned tasks.
• Communicate with members professionally and compassionately.
• Collaborates effectively with the clinical team and other departments.
• Applies problem-solving skills and resourcefulness to address SDOH-related tasks.
• Maintains integrity, confidentiality, and strict compliance with policies and standards.

Physical Requirements

• Must be able to travel using personal vehicle to complete outreach visits. Mileage reimbursement for the use of your vehicle is at a standard rate.
• Prolonged periods of sitting at an office desk on the computer.
• Lifting: Able to lift up to 10lbs

Pay range: $23 USD - $27 USD

Benefits

Our full-time employees are eligible for the following benefits enrollment after 60 days of employment:

• Medical, Dental, & Vision Benefits: We have various insurance options for you and your family.
• Short & Long-Term Disability Benefits: Protection when you need it most.
• Voluntary Accident, Voluntary Critical Illness, and Voluntary Hospital Indemnity Plans: Added security for you and your loved ones.
• Flexible Spending Accounts: Manage your finances with flexibility.
• Employee Assistance Program (EAP): Support when life throws challenges your way.
• 401(K): Building your financial future with us. Effective after 1 year of employment.
• Paid Vacation and Sick Leave: Flexibility for the planned and unplanned.
• Paid Holidays: Quality time to enjoy celebrations.
• Employee Referral Program: Share the opportunities and reap the rewards.
• Company Discount Program: Enjoy savings on everyday expenses and memberships.

Equal Employment Opportunity

Optima Medical Management Group and its divisions are an Equal Opportunity Employer. Optima MMG is committed to providing employment opportunities for all qualified candidates without discrimination on the basis of race, religion, sex, sexual orientation, gender identity, age, national origin, citizenship, disability, marital status, veteran status, or any other characteristic protected by federal, state or local laws. Optima MMG is committed to providing reasonable accommodation for individuals with disabilities.

Pre-Employment

Optima Medical Management Group is a drug‑free workplace. Employment is contingent upon a successful pre‑employment drug screening and background check.