Clinical Office Assistant, Lead

La Clinica de La Raza•Vallejo, CA

About The Position

La Clínica de La Raza is seeking a Lead Clinical Office Assistant to help deliver a welcoming, efficient, patient-centered experience in a fast-paced community health clinic. The role serves as a first point of contact for patients and visitors and supports patient access, clinic operations, and care-team coordination. In conjunction with the Clinic Manager or Supervisor, the Lead coordinates Clinical Office Assistant activities, coaches staff on workflows and professional interactions, maintains schedules, and serves as a resource for insurance processes and team-based care. The position also performs patient service, registration, scheduling, administrative, and general office duties while maintaining confidentiality and adhering to organizational policies and professional standards. The role requires working effectively with people from diverse backgrounds, remaining composed under pressure, and collaborating with patients, care teams, Registration staff, leadership, and on-site security. Participation in Saturday and/or evening rotations may be required.

Requirements

High school diploma or equivalent.
At least 1 year of experience in a clinical or similar professional office setting; customer service roles and continuous volunteer experience will also be considered.
Bilingual in English and Spanish.
Meet all health clearances required for healthcare settings.
Knowledge of office procedures and processes, effective customer-service approaches, and modern medical-office and computer systems and applications.
Clear and effective written and verbal communication in English; ability to follow oral and written instructions.
Ability to maintain strict confidentiality regarding patient information.
Ability to perform arithmetic calculations and type at a minimum speed of 25–30 words per minute.
Self-motivated and able to work independently and collaboratively to complete daily tasks.
Ability to perform detailed administrative work methodically, with speed and accuracy.
Flexibility and ability to accept changes gracefully.
Ability to work professionally and collaboratively in a team environment and across cultures, supporting diversity, equity, and inclusion.
Ability to participate in Saturday and/or evening rotations as required.

Nice To Haves

Knowledge of Electronic Health Records and Electronic Practice Management systems.
Medical Office Assistant Certification.

Responsibilities

Welcome patients and visitors, determine the purpose of their visit, and register them in the appropriate electronic system.
Verify eligibility for government insurance programs, determine payment sources, collect payments, operate the cash register, and maintain an accurate till.
Hear and resolve patient complaints or escalate them to supervisors; contribute to problem-solving to meet revenue and customer-satisfaction targets.
Answer telephone inquiries, provide information, and route calls to the appropriate person or department.
Schedule, confirm, and process appointments.
Collaborate with Care Teams to help patients meet health goals, including routine health maintenance needs.
Work with Registration staff and leadership to ensure patients have adequate and accurate insurance coverage for visits.
Perform general office duties, including sorting mail, filing, photocopying, routing messages and documents, entering data into medical records, and assisting patients with forms.
Operate standard office equipment, screen and monitor requests, maintain records, and inventory, order, and verify receipt of medical, laboratory, or office supplies and equipment.
Help create a welcoming clinical space and healthy work environment through relationship building, direct communication, and sound judgment.
Communicate and work effectively with care-team members and participate in huddles, staff meetings, team-building activities, development opportunities, trainings, and case conferences as required.
Follow La Clínica's ethical and professional standards, policies, and procedures, and complete required trainings and policy acknowledgements within assigned timeframes.
Coordinate Clinical Office Assistant activities in the section with the Clinic Manager or Supervisor.
Assist, advise, and coach Clinical Office Assistants on daily tasks, workflows, professional interactions, and development.
Maintain Clinical Office Assistant schedules and share day-to-day Clinical Office Assistant functions as needed.
Identify and solve problems in a timely manner and serve as a resource on insurance-related processes, procedures, and questions.
Work with Registration staff to verify patients' insurance coverage and help underinsured or uninsured patients apply for eligible additional coverage.
Support the section's development of team-based care and clinic flow.
Participate in interview panels, help resolve patient complaints, interact effectively with on-site security, and serve as a liaison and support for section members.
Perform other related duties as required or assigned.