Annual Wellness Visit Clinical Support Specialist - Marshall Internal Medicine

Marshall Health•Huntington, WV

1d•Onsite

About The Position

The Annual Wellness Visit Clinical Support Specialist plays a crucial role in ensuring patients are prepared for their Annual Wellness Visits (AWV). This position involves proactive outreach to patients to complete pre-visit questionnaires and health risk assessments, reviewing medical records, and preparing concise clinical information for providers. The specialist will also educate patients on visit preparation, manage workflows, and contribute to quality improvement initiatives. Key responsibilities include identifying missing preventive care, escalating clinical concerns appropriately, and maintaining accurate documentation in the electronic medical record, all while adhering to scope of practice and organizational protocols.

Requirements

Completion of assigned pre-AWV outreach within established timeframes.
High level of accuracy when collecting and entering patient information.
Maximizing successful patient contact and questionnaire completion.
Minimizing incomplete or duplicate AWV documentation.
Identifying and appropriately escalating clinical concerns.
Maintaining professional and compassionate communication with patients.
Supporting efficient provider workflows by ensuring information is available before the AWV.
Consistently following established AWV protocols and scope-of-practice requirements.
Must possess a current RN or LPN license.
Proficiency in using electronic medical records (EMR) systems.
Strong telephone communication and interpersonal skills.
Ability to work independently and as part of a team.
Understanding of clinical documentation standards and HIPAA regulations.

Nice To Haves

Experience with Annual Wellness Visits or similar preventive care programs.
Familiarity with health risk assessment components.
Knowledge of various screening assessments (e.g., fall risk, cognitive, depression).
Experience in patient education related to preventive health.
Experience in quality improvement initiatives within a healthcare setting.

Responsibilities

Review upcoming AWV schedules and identify patients requiring pre-visit questionnaire completion.
Contact patients by telephone to explain the purpose of the pre-visit questionnaire and obtain accurate responses.
Complete standardized AWV pre-visit questionnaires and health risk assessment components.
Obtain and document information related to activities of daily living, fall risk, cognitive and functional status, depression screening, social determinants of health, medication use, preventive health services, immunization status, advance care planning, and health behaviors.
Review patient medical records to identify missing or outdated preventive care information.
Reconcile or update information within the RN/LPN's authorized scope.
Identify potential gaps in preventive services, including screenings, immunizations, and laboratory testing.
Ensure relevant information is accurately entered into the electronic medical record.
Prepare concise clinical information for the provider to review during the AWV.
Follow established workflows for routing clinical questions or concerns to the appropriate provider.
Provide patients with clear instructions regarding the purpose and process of the AWV.
Educate patients on preparation for the visit, including bringing necessary information.
Reinforce preventive health recommendations within the scope of practice.
Recognize barriers to care and communicate identified needs to the appropriate team.
Recognize and appropriately escalate clinical concerns identified during the pre-visit telephone encounter.
Immediately communicate urgent or potentially emergent concerns according to departmental protocols.
Route abnormal screening results or patient-reported symptoms to the appropriate clinician.
Document all clinical concerns and actions taken in accordance with organizational standards.
Maintain a consistent and timely pre-AWV outreach workflow.
Coordinate with scheduling staff to identify cancellations and rescheduled appointments.
Re-attempt contact with patients who cannot initially be reached.
Document unsuccessful outreach attempts accurately.
Identify recurring barriers or inefficiencies in the AWV process and communicate recommendations for improvement.
Participate in departmental quality improvement initiatives related to preventive care and AWV completion.
Assist in monitoring AWV-related performance metrics as assigned.
Document telephone encounters accurately, timely, and completely.
Enter questionnaire responses into the appropriate sections of the electronic medical record.
Maintain appropriate documentation of outreach attempts.
Clearly identify information requiring provider follow-up.
Maintain patient confidentiality and comply with HIPAA and organizational privacy and security requirements.
Ensure documentation supports appropriate clinical communication and continuity of care.