Patient Services Medical Assistant

Position Summary

The Patient Services Medical Assistant serves as the first point of contact for patients—both virtually and in person—ensuring a seamless, compassionate, and organized care experience. This role supports telehealth and wellness center operations by triaging patients, coordinating care, managing administrative workflows, and maintaining a welcoming clinical environment.

The ideal candidate is patient-focused, highly organized, technologically proficient, and thrives in a collaborative healthcare setting. This individual builds strong relationships with patients through clear, timely communication and works closely with providers and staff to ensure continuity of care.

Key Responsibilities

Patient Communication & Engagement

• Monitor patient engagement platforms and respond to incoming messages (text, phone, video, email) with a patient-first approach.

• Greet patients, vendors, and visitors in a friendly, professional, and compassionate manner.

• Conduct initial patient intake, verify identity, review prior visits, and direct patients to appropriate providers.

• Answer patient questions and provide assistance both virtually and in person.

• Build trust with patients through timely, empathetic, and solution-oriented communication.

Care Coordination & Clinical Support

• Coordinate care between patients and providers to ensure timely, seamless encounters.

• Assist with scheduling appointments, initiating follow-ups, and setting tasks.

• Support referral management, prescription tracking, and other care coordination activities.

• Fill in for clinical team members as needed to maintain operational continuity.

Administrative Responsibilities

• Utilize electronic medical record (EMR) systems to check patients in, update charts, schedule appointments, and maintain accurate documentation.

• Register new patients and ensure all required forms and documentation are complete and accurate.

• Collect copays and safeguard patient information in compliance with healthcare regulations.

• Maintain secure, confidential medical records in accordance with federal, state, and local regulations.

Office & Operational Support

• Maintain a calm, organized, and welcoming clinical environment, including monitoring waiting areas.

• Support daily operational efficiency through strong collaboration with providers and team members.

• Perform general administrative duties such as filing, faxing, and supporting staff as needed.

Qualifications & Skills

• Strong written and verbal communication skills with demonstrated empathy and professionalism.

• Ability to provide timely responses and maintain a solution-oriented mindset.

• Proficiency with basic technology (Microsoft Office and similar tools).

• Ability or willingness to learn patient engagement platforms and EMR systems.

• Excellent organizational skills with the ability to multitask and work independently.

• Comfortable working in a dynamic, team-based healthcare environment.

• Strong attention to detail and ability to follow written and verbal instructions.

• Ability to read, write, and communicate effectively in English.

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position.  They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified. 
QUALIFICATIONS/EXPERIENCE 
•    1 years of work experience, preferably in customer service or healthcare. 
•    CCMA (or similar clinical accreditation) strongly preferred.