Medical Assistant

Serene Health•San Diego, CA

18d•$23 - $27

About The Position

The Medical Assistant provides non-clinical coordination and clinical support tasks to assist the nursing team (RNs) in delivering high-quality, member-centered care. The role focuses on medication profile intake, records and referrals coordination, provider notifications, and accurate documentation in company systems. The position does not involve independent clinical judgment, assessment, diagnosis, or medication changes. Clinical concerns must be escalated promptly to an RN. The Medical Assistant conducts member outreach, supports transitions of care, coordinates appointments and services, maintains records in EHR/CRM systems and payer portals, and follows HIPAA, privacy, security, and operational policies. The role may require as-needed hospital visits and outreach visits using a personal vehicle. Mileage is reimbursed at a standard rate.

Requirements

High school diploma or equivalent.
Medical Assistant training or certification required (CMA, RMA, CCMA, or equivalent).
1–2+ years of experience in ambulatory care, care coordination, or a payer/provider support role.
Valid California driver's license and valid vehicle insurance.
Proficiency with EHR/CRM systems and basic payer portals; strong typing and documentation skills.
Excellent communication skills by phone, text, and email, with a customer-service mindset.
Strong attention to detail and consistent documentation accuracy.
Ability to manage time effectively and follow through on assigned tasks.
Ability to communicate professionally and compassionately with members.
Ability to collaborate effectively with the clinical team and other departments.
Problem-solving skills and resourcefulness in addressing SDOH-related tasks.
Integrity, confidentiality, and strict compliance with policies and standards.
Ability to travel using a personal vehicle for outreach visits.
Ability to sit for prolonged periods at an office desk using a computer.
Ability to lift up to 10 pounds.

Nice To Haves

Experience supporting Medicaid or Medicare populations.
Bilingual Spanish/English.

Responsibilities

Conduct outreach to members to gather member-reported medication profiles, allergies, and pharmacy information; document changes and route them to an RN for reconciliation.
Schedule and confirm RN joint calls and follow-up appointments; manage reminders and re-attempts according to outreach cadence.
Assist with Transitions of Care tasks, including post-discharge calls, records requests, follow-up scheduling, and documenting status while meeting deadlines.
Prepare charts for RN assessments by summarizing recent encounters, medications, and referral status.
Send provider notifications to PCPs, behavioral health providers, specialists, and pharmacies with concise plan highlights, such as new goals, medication updates, and risk flags.
Track referrals and authorizations and update task statuses, including ordered, pending, approved, and completed.
Request, track, and upload medical records from hospitals, emergency departments, and specialists; verify completeness and correct patient identifiers.
Conduct hospital visits to high-risk and frequent-utilizer members as needed to gather key information and support transition-of-care services.
Maintain accurate documentation in the EHR/CRM and payer portals, including contact notes linked to goals and interventions, statuses, and next actions.
Process and maintain Release of Information forms and log disclosures according to policy.
Coordinate non-clinical services such as transportation, food, utilities, and housing resources according to RN or care-plan guidance; document outcomes.
Confirm member eligibility and benefits for services such as NEMT and assist with scheduling.
Follow HIPAA, privacy, and security procedures.
Work within role scope; do not perform clinical assessments or diagnoses or make medication changes.
Escalate clinical concerns promptly to an RN, including worsening symptoms, safety risks, new diagnoses, and medication issues.
Handle administrative responsibilities and support payer compliance and operational processes.
Perform other duties as assigned.

Benefits

Medical, dental, and vision insurance options for employees and their families, available to full-time employees after 60 days of employment.
Short- and long-term disability benefits.
Voluntary accident, critical illness, and hospital indemnity plans.
Flexible Spending Accounts.
Employee Assistance Program (EAP).
401(k), effective after one year of employment.
Paid vacation and sick leave.
Paid holidays.
Employee referral program.
Company discount program.