a. Communicate with patient by phone/online b. Prepare patient for examination (including vital signs) c. Collect patient health history and medication reconciliation d. Provide chronic disease management, preventive care and screenings, patient selfmanagement, and health coaching e. Provide referral coordination f. Health benefit enrollment if required g. Manage and respond to patient communications

1. Communicate and Interact Effectively to Provide Quality Patient Care

a. Maintain medical records b. Evaluating Daily Patient List for necessary health maintenance updates c. Coordinate patient/office communication d. Provide/coordinate office maintenance e. Provide or support other office and administrative procedures as directed f. Run charts/pull reports g. Evaluate Patient List for health maintenance updates h. Prepare and organize charts including documentation and use of EHR Systems and other medical records i. Obtain referrals/authorization for treatment j. Provide administrative support as needed

1. Office Management and Administrative Tasks

a. Coordinate provider schedules b. Prioritize patients using an established protocol c. Schedule patient appointments

1. Coordinate and Schedule Appointments

a. Exam room preparation b. Assist with physician or provider’s orders c. Prepare and assist with minor office procedures d. May include assessment, exam procedures, laboratory procedures, phlebotomy, administration of approved medications and vaccines, and other duties, determined by local need and scope of practice

1. Assist with and Perform Authorized Medical, Laboratory, and Clinical Procedures

a. Inventory, stocking & reordering supplies b. Provide and maintain aseptic environment including instrument sterilization c. Calibrate and standardize equipment d. Dispose of hazardous waste e. Maintaining hygienic equipment and environment f. Maintain standards of worker and patient health and safety including hand washing, use of gloves as appropriate

1. Maintain Clinical Safety and Environmental Standards

a. Rapid-cycle change and problem solving b. Monitoring quality measures c. Workflow assessment and redesign d. Business principles and information management

1. Participate in Ongoing Quality Improvement Processes

a. Participate in care coordination activities b. Population and panel management to identify and address gaps in care c. Teamwork in a variety of environments d. Coordinate/support/work with team and patient population on provider scheduling

1. Communicate Effectively with Clinical Care Team

a. Observe and adhere to employer policies and standards b. Observe and adhere to professional code of conduct for Medical Assistants c. Maintain timely communication with instructors, coaches, and apprenticeship management d. Maintain required certificates e. Participate in community health activities f. Perform within legal and ethical boundaries g. Communicate with others to collect, share, record and report information properly

1. Uphold Standards of Professional Conduct