Certified Medical Assistant

POSITION SUMMARY 

The Medical Assistant I provides entry-level clinical and administrative support to providers and care teams within Clinical Operations. The role helps prepare patients and examination areas, collect and document routine patient information, assist with office-based care activities within assigned training and practice procedures, and support efficient patient flow. The Medical Assistant I works under established protocols and escalates questions, unusual findings, and matters outside role scope to the appropriate licensed clinician or supervisor. 

KEY RESPONSIBILITIES 

• Prepare examination rooms before and between patient visits by cleaning and stocking assigned areas, confirming necessary supplies, and maintaining an orderly environment. 

• Room patients and complete routine intake activities, including obtaining and documenting vital signs, medical history updates, medication lists, allergies, chief concerns, and other information required by practice workflows. 

• Document patient information accurately and promptly in the electronic health record using approved templates, workflows, and terminology. 

• Assist providers with patient examinations, procedures, and treatments as directed and within assigned training, competency, and practice procedures. 

• Perform approved clinical support tasks, such as point-of-care testing, specimen collection or handling, injections, immunizations, electrocardiograms, or other delegated duties, when trained, authorized, and assigned. 

• Prepare, label, route, store, and document specimens and test materials according to established collection, handling, and tracking procedures. 

• Support medication-related workflows by updating medication information, preparing refill requests for clinical review, and communicating approved information to patients as directed. 

• Process routine clinical messages, test-result follow-up tasks, referral-related documentation, prior-authorization support materials, and patient requests according to established workflows and escalation requirements. 

• Monitor provider schedules and patient flow; communicate delays, rooming needs, and routine barriers to the care team to support timely visits. 

• Maintain clinical supplies and equipment in assigned areas, report low inventory or malfunctioning equipment, and support routine stocking and readiness activities. 

Operational Responsibilities 

• Complete pre-visit preparation activities, including reviewing schedules, identifying missing routine information, and preparing charts or visit materials as assigned. 

• Maintain organized work queues, task lists, logs, and clinical documentation to support timely follow-up and continuity of care. 

• Assist with daily opening, closing, room-turnover, and clinic-readiness activities according to established department procedures. 

• Participate in training, competency validation, workflow updates, and process-improvement activities relevant to medical assistant responsibilities. 

Communication & Collaboration 

• Coordinate with providers, nurses, front-office staff, referral teams, and other departments to support complete patient visits and timely follow-up. 

• Communicate patient needs, relevant intake information, abnormal or unexpected findings, and visit-status updates clearly to the appropriate clinical team member. 

• Use professional, respectful, and patient-centered communication when interacting with patients, families, colleagues, and external healthcare partners. 

• Escalate clinical questions, patient complaints, safety concerns, and tasks outside assigned scope to the appropriate licensed clinician or supervisor. 

Quality & Compliance 

• Follow established practice procedures for patient identification, documentation, infection prevention, specimen handling, medication-related workflows, and equipment use. 

• Perform assigned duties only within validated training, demonstrated competency, delegated authority, and applicable practice procedures. 

• Protect patient and practice information by using approved systems and following confidentiality, privacy, and information-security requirements. 

• Report errors, near misses, safety concerns, equipment problems, documentation discrepancies, and compliance concerns through established channels. 

Performance Expectations 

• Completes patient intake, room preparation, documentation, and assigned follow-up activities accurately and within expected timeframes. 

• Demonstrates reliable attendance, preparedness, task prioritization, and follow-through in a fast-paced clinical setting. 

• Maintains professional, compassionate, and respectful interactions with patients and coworkers. 

• Uses feedback, training, and supervision to build proficiency in clinical workflows and role-specific competencies. 

• Supports efficient patient flow while recognizing limits of authority and escalating concerns promptly. 

QUALIFICATIONS 

• High school diploma or equivalent. 

• Completion of a medical assistant training program. 

• Basic knowledge of medical terminology, vital signs, infection-prevention practices, and patient privacy principles. 

• Ability to obtain and accurately document patient histories, vital signs, and other routine clinical information according to practice procedures. 

• Ability to use electronic health record systems, scheduling tools, and standard office technology after training. 

• Effective verbal and written communication skills with patients, families, providers, and coworkers. 

• Ability to organize assigned tasks, follow established workflows, and escalate concerns appropriately. 

• Prior experience in an outpatient physician practice, urgent care, specialty clinic, or similar ambulatory setting. 

• Experience using an electronic health record system. 

• Experience supporting patient intake, exam-room turnover, specimen handling, referrals, or medication-related administrative workflows. 

POSITION PURPOSE 

The purpose of this position is to support safe, organized, and patient-centered ambulatory care by completing routine medical assistant duties accurately, respectfully, and in a timely manner. The Medical Assistant I contributes to reliable clinic operations through preparation, documentation, coordination, follow-up, supply readiness, and professional communication with patients, providers, and internal teams.