Care Navigator & Medical Assistant - Helena

Greater Good Health•Helena, MT

10d•Remote

About The Position

Greater Good Health is hiring a Care Navigator & Medical Assistant in Helena, Montana. The role supports older adults in access-starved communities through a value-based care model focused on quality, patient outcomes, and meaningful patient relationships. The Care Navigator works closely with assigned Nurse Practitioners and the Patient Outreach Team to coordinate patient care, support preventive health, manage follow-up, and maintain accurate records. Applicants must be comfortable working 7 a.m.–4 p.m. MST. The position includes proactive and inbound patient outreach, scheduling Annual Wellness Visits and preventive screenings, identifying barriers to engagement, coordinating care transitions and post-discharge follow-up, retrieving outside medical records, tracking provider orders, supporting quality-gap closure, and documenting patient interactions in accordance with HIPAA and company privacy policies. The role also participates in interdisciplinary care meetings and supports development of programs to improve patient engagement and outcomes. Future duties will include standard primary care Medical Assistant tasks, such as rooming patients and taking vital signs, once the clinic opens; the opening date is undetermined. Success is measured by outbound call volume, AWV and screening outreach results, post-discharge follow-up, completion of provider orders, record retrieval, relationship-building, documentation quality, and call quality.

Requirements

One to two years of post-high-school education or an associate’s degree.
Medical Assistant certificate and at least two years of experience working as a Medical Assistant.
One to three years of experience with standard operating systems and software, including Windows, MS Word, MS Excel, and the internet.
One to three years of experience in a patient-facing healthcare role.
Excellent verbal and written communication skills, including the ability to explain complex health information accessibly and empathetically.
Strong phone skills and sensitivity to protected health information and HIPAA compliance.
Familiarity with medical terminology and a basic understanding of chronic disease management in older adults.
Organization, attention to detail, and ability to multitask in a fast-paced care coordination environment.
Adaptability, teamwork, and ability to work independently and collaboratively.
Professional appearance, communication, and demeanor.
Critical thinking and problem-solving skills to manage complex, multi-step patient situations.

Nice To Haves

Bachelor’s degree in health sciences, social work, public health, or a related field.
Healthcare experience in a patient-facing or care coordination role; strongly preferred.
Experience or training in motivational interviewing, health coaching, or behavioral change techniques.
Experience retrieving medical records from hospitals, EHR systems, or external providers.
Familiarity with post-discharge care workflows, transitions of care, or case management principles.
Experience with value-based care models, population health management, or Medicare Advantage programs.
At least one year of experience working with Medicare or senior/geriatric populations.
Experience with HEDIS gap closure or quality improvement initiatives.
At least one year of call center experience and experience managing phone queues.
Basic Excel skills, including navigation, data entry, filtering, and sorting.
Knowledge of or experience with EHR/EMR platforms.
Certification in care coordination, patient navigation, or a related area, such as CCM, ACM, or CPHQ.
Bilingual English/Spanish candidates are strongly preferred.

Responsibilities

Conduct proactive outreach to schedule home, telehealth, and in-clinic Annual Wellness Visits and respond to inbound calls about scheduling and care-related questions.
Build trusting relationships with older adult patients and help them feel calm, comfortable, and heard.
Identify and address barriers to patient engagement, including transportation, language, health literacy, financial hardship, and social or environmental factors.
Contact patients about preventive screenings, document outreach, and establish follow-through plans.
Co-manage assigned Nurse Practitioners’ patient panels by coordinating scheduling, care follow-through, and patient communications.
Build and optimize driving routes for Nurse Practitioners conducting home visits.
Coordinate cancellations, rescheduling, and add-on visits with Nurse Practitioners.
Retrieve and reconcile medical records from outside providers, hospitals, health systems, and community organizations.
Coordinate timely follow-up and care-plan transitions for patients discharged from hospitals or skilled nursing facilities.
Follow up on outstanding provider orders, including lab work, imaging, specialist referrals, and durable medical equipment, and route results to the care team.
Coordinate referrals and activities for high-risk programs and transitions between care settings and service providers.
Support the care team in identifying and closing HEDIS quality gaps and chronic disease management needs.
Handle protected health information discreetly and comply with HIPAA standards and company privacy policies.
Maintain timely, accurate, and thorough documentation of patient interactions, outreach, care coordination, and follow-up plans.
Build positive working relationships with Nurse Practitioners, the Patient Outreach Team, client partners, and the broader care team.
Participate in interdisciplinary care team meetings, provide patient updates, and coordinate action steps.
Collaborate with clinicians and leadership on programs to improve patient engagement, care coordination, and health outcomes.
Perform other duties as assigned.
In the future, perform standard primary care Medical Assistant duties, including rooming patients and taking vital signs.

Benefits

Competitive compensation package.
Comprehensive medical, dental, and vision benefits.
Flexible Spending Accounts and Health Savings Accounts.
Paid holidays and vacation time.
Paid parental leave.
401(k) program with company match.
BetterHelp sessions and a monthly wellness benefit.
Basic Life and Accidental Death & Dismemberment coverage with premiums fully covered by the company for full-time team members.
Voluntary supplemental life insurance at a discounted rate.
Employee discount savings program.
Voluntary short-term disability, critical illness, and accident insurance plans.