Panel Manager

RiverStone Health•Billings, MT

5d•$20 - $25•Onsite

About The Position

This role supports patient care by performing comprehensive medical records reviews and preparing charts for scheduled and walk-in visits. Responsibilities include accessing external health records, communicating pre-visit needs with patients, and conducting provider huddles to review Azara reports and flag care gaps. The position manages referrals and provider orders, maintains accurate documentation, coordinates patient outreach, and routes tasks to appropriate team members. It also ensures appointment appropriateness and promotes a collaborative, team-based approach to care involving both clinical and nonclinical staff.

Requirements

High School diploma or equivalent
Some experience in a medical setting
Any combination of experience and training which provide the equivalent scope of knowledge, skills, and abilities necessary to perform the work.
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Knowledge of the principals and processes for providing patient care and services.
Knowledge of the information and techniques used to diagnose and treat human illness and injuries.
Knowledge of administrative and office procedures and systems.
Ability to handle difficult or distressed patients with calmness and respect.
Ability to display non-judgmental and empathetic listening skills.
Ability to maintain confidentiality and respect privacy of patients at all times.
Knowledge and understanding of protected sensitive patient health information (HIPAA) and confidentiality
Customer Service Excellence: Doing things right the first time Making people feel welcome Showing respect for each customer Anticipating customer needs and concerns Keeping customers informed Helping and going the extra mile Respond quickly Protect privacy and confidentiality Demonstrate proper telephone etiquette Take responsibility for handling complaints Be professional Take ownership of your attitude toward Service Excellence.

Nice To Haves

Medical Assistant certification and/or Administrative Assistant certification preferred.

Responsibilities

Comprehensive medical records review.
Obtain preventive screening records.
Prepare charts for scheduled and walk-in visits, including necessary documentation.
Access external electronic health records to retrieve additional medical information.
Communicate pre-visit needs with patients and care team to ensure readiness for appointments.
Conduct pre-session huddles with providers to review Azara reports, flag care gaps (e.g., screenings, immunizations, labs), and address patient-specific needs including referrals.
Manage referrals and provider orders: prepare, deliver, and follow up to ensure timely care and documentation.
Perform patient outreach for care coordination and follow-up on testing or treatment.
Route tasks to appropriate team members (e.g., providers, administrative and nursing staff) for completion.
Review scheduled appointments for appropriateness and adjust as needed.
Promote a team-based approach to patient care and educate staff on collaborative workflows.
Recognize and educate staff that managing patient care is a team effort that involves clinical and nonclinical staff (e.g. physicians, nursing and administrative staff) interacting with patients to achieve stated objectives.
Perform other duties as assigned in support of the RiverStone’s mission and goals.