Care Team Assistant

CareConnectMD Inc•Costa Mesa, CA

About The Position

At CareConnectMD, we believe every patient deserves compassionate, coordinated care—especially those with complex medical needs. We are looking for a Care Team Assistant who is passionate about making a difference and thrives in a fast-paced, collaborative environment. In this role, you’ll be the bridge between patients, families, providers, and community partners, helping to ensure that care is seamless and support is always within reach. From coordinating referrals to keeping patient records accurate and up to date, your work will directly impact the quality of care our patients receive. If you’re someone who is organized, resourceful, and driven to support both patients and care teams, we’d love for you to join us in transforming the way care is delivered.

Requirements

Minimum High School Education
Experience in a medical setting is required
Experience working as part of an interdisciplinary team
Meet the expectations of our internal and external customers in providing excellent service
Demonstrate positive customer relationship skills
Thrives in an unstructured, start-up environment
Self-starter that can work independently and collaboratively, prioritize tasks and has initiative and excitement to take on unfamiliar tasks.
Advanced knowledge of word processing, graphic presentation and computer software related to specific tasks
Demonstrated excellent computer and word processing skills with special emphasis on calendaring, presentation, and spreadsheet capabilities
Working knowledge of company policies, procedures, and operations
Excellent composition, grammar, and business language skills
Excellent communication and interpersonal skills with the ability to effectively communicate with all levels of management, patients, and family members.
Creative, flexible, well organized, resourceful, and detail-oriented
Excellent judgment in handling confidential and sensitive information
Ability to work independently, set priorities and handle multiple tasks with a high level of efficiency
Establishing and maintaining cooperative working relationships with others
Ability to work across locations and time zones
Occasionally require lifting or exert force up to 10 pounds

Nice To Haves

Certified Medical Assistant or LVN preferred
Experience working with a care team and inpatient facilities preferred.

Responsibilities

Serves as liaison with referral sources, medical groups, health plans, and other outside agencies such as funeral homes.
Verifies eligibility for patients and maintains active patient census.
Tracks active patients across care settings (hospital, skilled nursing, outpatient)
Assists in obtaining appropriate authorizations for enrollment into program, specialty consults, home health referrals and durable medical equipment as ordered by the Physician or Nurse Practitioner.
Assists with coordinating referrals.
Assists with managing patient care plant (e.g., updating as needed and distributing appropriate parties).
Scheduled in-patient SNF visits with patient family/ proxy, Care Connect care team and as needed.
Assist in data entry, compiling, and managing forms, paperwork, and electronic health records.
Assist in maintaining up-to-date documentation by the team.
Obtain additional clinical records required to facilitate comprehensive care.
Schedules and participates in Interdisciplinary Care Team meetings (ICT) and Family Conferences.
Work closely with Care Connect Billing Department to ensure patient records and documentation follows CMS requirements
Adhere to the practice of confidentiality regarding patients, families, staff, and the organization.
Perform other duties as assigned