Cma/lpn

Overview:

Position Specific Competencies: Certified/Registered Medical Assistant

In addition to the following essential position competencies, other competencies may be required to meet changing organization needs.

1. Uses electronic medical records in a clinic setting demonstrating progressive efficiently with this method of technology.
2. Answers phones, routes calls, and/or takes accurate message. Adapts to a phone menu if one is in use. Demonstrates a sense of urgency relating to patient’s level of distress.
3. Triages basic patient care needs generating telephone encounter or written message depending on the situation.
4. Manages the scheduling of patient appointments. Registers new patients and maintains current accurate up to date demographic and insurance information for all patients. Completes and/or assists patient to complete signed demographic registration, consent to treat minor, etc. according to policy regulations associated with Privacy Notification.
5. Identifies barriers to communications and/or learning and places in sticky note (blue).
6. Verifies insurance eligibility, scans insurance card.
7. Checks patients in and/or out for visit in appropriate manner. Demonstrates accurate and appropriate use of ICD-10 and CPT codes.
8. Posts charges and payments accurately and accordingly to policy.
9. Reconciles all financial data for end of day and end of month correctly and in compliance with clinic policy.
10. Processes patient referrals for tests and referrals to specialists; monitors referral work queue for follow up. Assists nursing and or other clinic personnel in follow up to ensure patient compliance, receipt of test results, and reports from specialists, acting pro-actively to contact patient with test results.
11. Works with patient and clinic manager to effectively manage patient accounts and performs certain financial assistance tasks as delegated and monitored by the clinic manager.
12. Recognizes how fraud and abuse interplay into daily role.
13. Assists as needed with any medications pre-authorization and or appeals in a timely and appropriate manner.
14. Provides clinical coverage when necessary performing duties within scope of CMA.
15. Forward request for medical records to release of information department.
16. Performs other duties as assigned by clinic manager or clinic provider within scope of practice.
17. Provides services with consideration of the recipient’s needs.
18. Maintains work area in neat, organized manner.
19. Secures patient information in desk drawers or folders;.
20. Secures all receipts, cash drawer, etc. under lock and key overnight and when away from work area. Locks computer system as needed when away from work desk to protect PHI for patients.
21. Greets and direct patients and visitors in a courteous manner, informing them of delays or changes in patient flow.
22. Manages appointment schedule to ensure provider efficiency and patient satisfaction.
23. Monitors the reception area to ensure patient comfort and prompt response to patient distress or concerns
24. Wears FH name badge and introduces self to patient as needed and required by the situation.
25. Works on behalf of patient to ensure timely appointments by asking patient to arrive early, effectively work through paperwork, history forms, etc. while making sure patient has opportunity to re-schedule if provider is running late.
26. Monitors and manages patient requests for appointments within in baskets (MyChart).
27. Monitors daily schedule to decrease no shows in accordance with no show policy.
28. Uses equipment/supplies correctly.
29. Maintains equipment in proper working order. Follow manufacturers’ manuals for care of office equipment. Notifies manager of equipment failure.
30. Maintains adequate supply of materials and forms. Uses supplies conservatively.
31. Keeps a neat, orderly, and safe work area.
32. Uses appropriate safety and infection control measures.
33. Adheres to established infection control measures.
34. Assures patient safety by following applicable patient safety goals established by the Hospital.
35. Teaches/directs/advises/informs others in an appropriate manner.
36. Communicates clearly with providers, manager, co-workers, and patients.
37. Educate and informs patients about clinic policies, procedures, and processes using basic simple language and principles of adult learning.
38. Involves clinic manager in all patient concerns/complaints in a timely fashion after first trying to diffuse the situation.
39. Accurately collects co-pays and deductibles teaching patient necessary information about their insurance policy as needed and directed by the situation.
40. Directs patients in need of pre-certifications or authorization.
41. Maintains correct documentation of barriers to learning in sticky note (blue).
42. Reports/records information appropriately.
43. Uses approved format for recording and reporting messages. i.e., telephone encounters, etc.
44. Maintains written reports of all situations requiring the manager’s attention.
45. Reconciles cash receipts and reports as instructed by policy.
46. Monitors habitual no shows or late patients, reporting and communicating as needed to clinic manager.
47. Utilizes the EMR system if in place to facilitate role as it related to referrals, follow-up patient instructions, or other activities required in a clinic setting to augment quality for patient care and coordination.
48. Quality Improvement
49. In preparation for patient appointments, will contact facilities as necessary to insure the

1. Responds to the follow-up action plans sent by providers goaled at achieving maximum level of care continuity in preparation for designated patient appointment – Examples: Remind patient to bring blood pressure log to appointment.
2. CMA will monitor and utilize as needed the Quality Panel Metrics/Health Maintenance tab to facilitate proactive management of patient care and close care gaps.

Position Specific Competencies: Licensed Practical Nurse (LPN)

1. Uses an appropriate problem-solving approach to plan services.
2. Obtains vital signs and general health information for patient chart and prepares patients for examination.
3. Maintains patient health record in an up-to-date status especially regarding pain assessment and current medication sheet.
4. Assures documentation is complete, concise, and correct.
5. Prepares and maintains exam rooms and medical equipment for patient visits
6. Contributes to plan of care for individuals and groups of patients utilizing all principles to reduce medication errors when handling or calling in medications or refills.
7. Demonstrates initiative in suggesting and implementing problem solving approaches and planning performance of service.
8. Prepares and maintains exam rooms and medical equipment for patient visits regarding all safety checks and HIPAA guidelines and adapts same HIPAA principles to chart documentation and exposure as well as discussing PHI in front of anyone other than patient.
9. Triages patients and enters accurate and concise data into the EMR while paying attention to spelling and clarity.
10. Navigates the EHR system in an efficient manner.
11. Facilitates quality care management through best practice utilization of the clinic EHR EMR.
12. Promotes continuity of care seen by appropriate actions notes and prompt follow up.
13. Answers phones, routes calls and or takes accurate message. Demonstrates a sense of urgency relating to a patient’s level of distress.
14. Triages basic patient care needs, generating a telephone encounter depending upon the situation. Assure a duplicate message has not already been started.
15. Identifies barriers related to Social Determinatesants of Health (SDOH) and notifies provider.
16. Accurate and appropriate use of ICD-10 and CPT codes.
17. Forwards requests for Medical Records to Health Information Management Systems.
18. Recognizes how fraud and abuse interplay into daily role.
19. Ensures orders are entered correctly to capture appropriate charges.
20. Refills medications according to medication refill guidelines.
21. Identifies barriers related to patient’s individual needs being financial, emotional, physical, cultural, or spiritual (SDOH).
22. Astute and sensitive to patient satisfaction as it pertains to customer service- people skills in all clinical situations.
23. Provides services with consideration of the recipient’s needs.
24. Ensures that patients are placed in exam rooms and seen by the provider in a timely manner.
25. Assists the provider, as needed, with examinations and procedures.
26. Ensures the smooth transition of patients.
27. Assists in the collection of laboratory specimens and performance of tests on patients as ordered by the provider. Track lab and all tests for outcomes and follow-up (if applicable).
28. Identifies clinical significance of data and informs provider appropriately and provides follow up accurate documentation.
29. Ensures that all lab results, interpretations, etc. are received in the patient charts in a timely manner. Always assesses provider signature, patient notification, date and any required follow up.
30. Actively participates in department functions by suggesting strategies to improve outcomes, control cost, and or increase patient satisfaction.
31. Maintains work area in neat, organized manner.
32. Secures patient information in desk drawers or folders.
33. Locks computer system as needed when away from work desk to protect PHI for patients.
34. Greets and direct patients and visitors in a courteous manner, informing them of delays or changes in patient flow.
35. Manages appointment schedule to ensure provider efficiency and patient satisfaction. Manages the scheduling of patient appointments. Registers new patients and maintains current accurate up to date demographic and insurance information for all patients. Performs according to policy regulations associated with Privacy Notification, Medicare secondary, signed demographic registrations, consent to treat minor, etc.
36. Verifies insurance eligibility, scans insurance card.
37. Checks patients in and or out for visit in appropriate manner. Accurate and appropriate use of ICD-10 and CPT codes.
38. Processes patient referrals for tests and referrals to specialists. Monitors referral work queue or follow-up. Assists nursing and or other clinic personnel in follow-up to ensure patient compliance, receipt of test results, and reports from specialists. Be proactive in contacting patient with test results.
39. Monitors the reception area to ensure patient comfort and prompt response to patient distress or concerns.
40. Wears FH name badge and introduces self to patient as needed and required by the situation.
41. Uses equipment/supplies correctly.
42. Ensures that equipment and other instruments are properly set up for the providers’ use.
43. Maintains the medical supplies necessary for providers to perform their examinations.
44. Uses appropriate safety and infection control measures.
45. Ensures that all OSHA regulations and other appropriate policies are followed.
46. Actively participates in the established QI/Risk Management Program.
47. Wear gloves and follow Body Substance Isolation Standards whenever examining the patient or contacting blood or body fluids.
48. Ensures all needles are placed in sharps containers and all material with blood or body fluids are disposed of properly.
49. Ensures that all exam rooms and equipment are thoroughly cleaned between patients.
50. Ensures compliance of POC testing and controls, refrigerator, and freezer logs.
51. Teaches/directs/advises/informs others in an appropriate manner.
52. Serves as communication link between the patient and the provider
53. Administers prescribed medications as directed and instructs patients on the proper use of each medication
54. Accurately and clearly communicates data to the appropriate healthcare provider in a timely manner.
55. Assists office personnel with scheduling and preparing follow-up appointments as germane relevant to clinical co-morbidities.
56. Arranges for patient testing, admissions, and referrals
57. Teaches patients according to provider’s instructions and in conjunction with age-appropriate guidelines
58. Utilizes EMR to support patient education and documents accordingly.
59. Reports/records information appropriately:
60. Enters and records patient information in EHR EMR in a concise and accurate manner.
61. Ensures that all test results, interpretations, etc. are received in patient EHR EMR in a timely manner.
62. Utilizes reports and data generated by the EMR to augment care by seeking out patients who need specific follow up such as but not limited to annual mammograms, colonoscopy, etc.
63. Uses approved format for recording and reporting messages. i.e., telephone encounter, etc.
64. Maintains written reports of all situations requiring the manager’s attention.
65. Monitors habitual no shows or late patients, reporting and communicating as needed to clinic manager.
66. If applicable, reconciles cash receipts and reports as instructed by policy twice daily, or when MOA must leave money drawer for an extended period of time. Prints end of day summary.
67. Enters and records patient information in HER EMR in a concise and accurate manner, paying attention to lot number and expiration date, patient tolerance of injections, proper consent forms, and authorizations on file.
68. Oversees NC Immunization Registry.
69. Quality Improvement
70. In preparation for patient appointments, will contact facilities as necessary to ensure the

1. Responds to the follow-up action plans sent by providers goaled at achieving maximum level of care continuity in preparation for designated patient appointment – Examples: Remind patient to bring blood pressure log to appointment.
2. LPN will monitor and utilize as needed the Quality Panel Metrics/Health Maintenance tab to facilitate proactive management of patient care and close care gaps.
3. BLS required
4. SPICE must be completed within the 90-day probationary period.

Responsibilities:

1. In addition to stated job description above, the CMA will also be accountable for the following responsibilities:
2. Promote proactive communication with all patients while being sensitive to those that are high risk and whose care is complicated by:

• Recent inpatient admission hospital
• Noncompliance
• Uncontrolled chronic co-morbidities
• Problematic no-show rate

Proactive communication is defined as, but not limited to:

1. Placing follow up calls to patient care giver post clinic encounter; hospital discharge; recent non-compliant event (failure to pick up medication, etc.).
2. All no-show appointments are followed according to Policy AR-0009 075-103PL
4. In addition to job description stated above, the LPN will also be accountable for the following responsibilities:
5. Promote proactive communication with all patients while being sensitive to those that are high risk and whose care is complicated by:

• Recent inpatient admission hospital
• Noncompliance
• Uncontrolled chronic co-morbidities
• Problematic no-show rate

1. Proactive communication is defined as, but not limited to:

• Placing follow up calls to patient care giver post clinic encounter; hospital discharge; recent non-compliant event (failure to pick up medication, etc.).
• All no-show appointments are followed according to Policy AR-0009 075-103PL

Compliance to with competencies are evaluated by Outstanding, Successfully and Needs Improvement. It is the judgment of the clinic manager and supported by objective documentation under comments when either Outstanding or Needs Improvement are given to any of these competencies.

Qualifications:

CMA Qualifications:

The following, or equivalents, are the minimum requirements necessary to perform the essential functions of the position.

Education/formal training/licensure/certifications/experience:

Graduate of accredited program of Certified Medical Assistants. Prefer at least one year of clinical experience in family care practice.

LPN Qualifications:

The following, or equivalents, are the minimum requirements necessary to perform the essential functions of the position.

Education/formal training/licensure/certifications/experience:

Graduate of accredited program of Certified Medical Assistants. Prefer at least one year of clinical experience in family care practice.