Care Navigator & Medical Assistant - Helena

Greater Good Health•Helena, MT
•$25 - $26•Remote

About The Position

Greater Good Health is hiring a Care Navigator & Medical Assistant in Helena, Montana. The organization delivers senior-focused care in communities with limited access to healthcare, using a Nurse Practitioner-led, value-based model focused on quality, patient outcomes, and a strong patient experience. The role supports patient outreach and engagement, care coordination, panel management, and documentation. The Care Navigator works closely with assigned Nurse Practitioners and the Patient Outreach Team to schedule and coordinate home, telehealth, and in-clinic Annual Wellness Visits; help patients complete preventive screenings and outstanding provider orders; coordinate transitions after hospital or skilled nursing facility discharge; retrieve and reconcile outside medical records; and support quality-gap closure. The position also requires careful handling of protected health information and accurate documentation of patient interactions and follow-up activities. Applicants must be comfortable working 7 a.m.–4 p.m. Mountain Standard Time. The position is expected to be home-office based, with about eight hours per day seated at a desk and working at a computer. A clinic opening is planned for the future, at which point the role will also include standard Medical Assistant duties such as rooming patients and taking vitals; the clinic opening timing is undetermined.

Requirements

  • One to two years of post-high-school education or an associate degree; a bachelor's degree in health sciences, social work, public health, or a related field is a plus.
  • Medical Assistant certificate and at least two years of experience working as a Medical Assistant.
  • One to three years of experience using standard operating systems and software, including Windows, Microsoft Word, Microsoft 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.
  • Strong 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, including the ability to manage complex, multi-step patient situations.

Nice To Haves

  • Healthcare experience in a patient-facing or care coordination role.
  • Experience with 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 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 skills.

Responsibilities

  • Proactively contact patients to schedule home, telehealth, and in-clinic Annual Wellness Visits and support timely preventive care and individualized care plans.
  • Answer inbound patient calls to schedule Annual Wellness Visits and address care-related questions or concerns.
  • Build trusting relationships with geriatric patients and help them feel calm, comfortable, and heard.
  • Identify and address barriers to patient engagement, including transportation, language, health literacy, financial hardship, and other social or environmental factors.
  • Contact patients to complete preventive screenings, including colon cancer screenings, mammograms, diabetic retina scans, and HbA1c testing; document outreach and follow-through plans.
  • Co-manage assigned Nurse Practitioners’ patient panels and coordinate scheduling, care follow-through, and patient communication.
  • Build and optimize driving routes for Nurse Practitioners making 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 for patients discharged from hospitals or skilled nursing facilities and support transitions in care plans.
  • 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 high-risk program activities to support transitions among 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 records of patient interactions, outreach attempts, care coordination activities, and follow-up plans.
  • Maintain 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 leaders on programs to improve patient engagement, care coordination, and health outcomes.
  • When the clinic opens, perform standard Medical Assistant duties, including rooming patients and taking vitals.
  • Complete other duties as assigned.

Benefits

  • Competitive compensation package.
  • Medical, dental, and vision benefits.
  • Flexible Spending Accounts (FSAs) and Health Savings Accounts (HSAs).
  • 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 (AD&D) insurance with premiums covered by the company for full-time team members.
  • Voluntary supplemental life insurance at a discounted rate.
  • Employee discount savings program for travel, entertainment, streaming services, online shopping, and more.
  • Voluntary short-term disability, critical illness, and accident insurance plans.
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