Care Navigator & Medical Assistant - Bozeman

Greater Good Health•Bozeman, MT

9d•Remote

About The Position

Greater Good Health is hiring a Care Navigator & Medical Assistant in Bozeman, Montana. The role supports older adults through patient outreach, scheduling, care coordination, and follow-through with preventative and ongoing care. The Care Navigator partners closely with assigned Nurse Practitioners and the Patient Outreach Team to manage patient panels, coordinate appointments and transitions between care settings, and support quality and chronic disease management needs. The position includes proactive and inbound patient calls, relationship-building with older adults, identifying barriers to care, coordinating screenings and provider orders, retrieving and reconciling outside medical records, and documenting patient interactions and care activities. It also involves participating in interdisciplinary care team meetings and contributing to program development. The posting describes future Medical Assistant duties, including standard primary-care tasks such as rooming patients and taking vitals; clinic opening timing is TBD. Applicants must be comfortable working 7 a.m.–4 p.m. Mountain Standard Time. The stated physical work arrangement involves eight hours per day seated at a home-office desk and working at a computer, with two 10-minute breaks and a one-hour meal break.

Requirements

Complete 1–2 years of post-high-school education or hold an associate’s degree; a bachelor’s degree in health sciences, social work, public health, or a related field is a plus.
Hold a Medical Assistant Certificate and have at least 2 years of experience working as a Medical Assistant.
Have 1–3 years of experience working with standard operating systems and software, including Windows, MS Word, and MS Excel.
Have 1–3 years of experience in a patient-facing healthcare role.
Have excellent verbal and written communication skills, including the ability to explain complex health information accessibly and empathetically.
Have strong phone skills and handle protected health information sensitively while complying with HIPAA.
Be familiar with medical terminology and have a basic understanding of chronic disease management in older adults.
Be organized, detail-oriented, and able to multitask in a fast-paced care coordination environment.
Be adaptable, a team player, and comfortable working independently and collaboratively.
Demonstrate professionalism in appearance, communication, and demeanor.
Have critical-thinking and problem-solving skills to manage complex, multi-step patient situations.
Be comfortable working 7 a.m.–4 p.m. MST.
Meet the stated physical demands of sitting at a home-office desk and working at a computer for eight hours per day, with the described breaks.

Nice To Haves

Healthcare experience in a patient-facing or care coordination role is 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 workflows, transitions of care, or case management principles.
Experience with value-based care, population health management, or Medicare Advantage programs.
At least 1 year of experience working with Medicare or senior/geriatric populations.
Experience with HEDIS gap closure or quality improvement initiatives.
At least 1 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 ability is strongly preferred.
A bachelor’s degree in health sciences, social work, public health, or a related field.

Responsibilities

Conduct proactive outreach to schedule home, telehealth, and in-clinic Annual Wellness Visits (AWVs), and accept inbound calls to schedule 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 social or environmental factors.
Contact patients about preventative screenings, document outreach, and establish follow-through plans.
Partner with assigned Nurse Practitioners to coordinate scheduling, care follow-through, and patient communications for their panels.
Build and optimize driving routes for Nurse Practitioners completing home visits.
Coordinate cancellations, reschedules, and add-on visits with Nurse Practitioners.
Retrieve and reconcile medical records from outside providers, hospitals, health systems, and community organizations.
Coordinate timely post-discharge follow-up after hospital or skilled nursing facility stays and support care plan transitions.
Follow up on outstanding provider orders, including labs, imaging, specialist referrals, and durable medical equipment, and route results to the care team.
Coordinate referrals and activities for high-risk programs and support transitions between care settings and service providers.
Support identification and closure of quality gaps, including HEDIS measures and chronic disease management needs.
Protect PHI and comply with HIPAA standards and company privacy policies.
Maintain timely, accurate, and thorough documentation of patient interactions, outreach, coordination activities, and follow-up plans.
Build positive working relationships with Nurse Practitioners, the Patient Outreach Team, client partners, clinicians, and leadership.
Participate in interdisciplinary care team meetings, sharing patient updates and coordinating action steps.
Contribute to development of programs to improve patient engagement, care coordination, and health outcomes.
Perform other duties as assigned.
In the future clinic setting, perform normal primary-care Medical Assistant duties, including rooming patients and taking vitals.
Complete 50–100 outbound calls per day and meet expectations for AWV scheduling, preventative care outreach, call quality, and documentation.
Support completion of outstanding provider orders, post-discharge follow-up, and timely retrieval and reconciliation of outside medical records.

Benefits

Competitive compensation package.
Comprehensive 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) coverage with premiums fully covered by the company for full-time team members.
Discounted voluntary supplemental life insurance.
Employee discount savings program for travel, entertainment, streaming services, online shopping, and other purchases.
Voluntary short-term disability, critical illness, and accident insurance plans.