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Medical Assistant & Client Liaison

Human Longevity, Inc. San Diego, CA
  • Posted: July 11, 2019
  • Full-Time

Purpose of Job
The HLI Health Nucleus is seeking an inspired, intellectually curious, and mission driven Medical Assistant to be an integral part of our team. This individual will demonstrate exceptional client service and will provide empathic, personalized care to Nucleus clients throughout their experience ? including a warm welcome, supportive clinical care, and ongoing engagement and connection with the clients? as deemed appropriate by client personal care plans.
Tasks and Responsibilities

  • Welcomes clients by warmly greeting them, in person or on the telephone; answering or referring inquiries.
  • Provides back-up support for the Clinical Intake Assistant when needed.
  • Actively engages in positive work relationships with other staff members and has a collaborative approach.
  • Verifies patient information by interviewing patient; reviewing and/or recording medical history; taking vital signs; confirming purpose of visit or treatment.
  • Conducts blood draws when required.
  • Correctly identified and utilizes proper tubes, containers, transport media, and storage temperature for each test type
  • Prepares samples for shipping to the designated destination for testing along with proper documentation and forms.
  • Assists technicians with preparing clients for testing when requested.
  • Maintains the proper amount of supplies by inventorying stock; placing orders and tracking product shipments.
  • Assist with maintaining patient files, records and additional information.
  • Implements and honors a safe, secure, and healthy work environment by following, and enforcing standards and procedures; complying with legal regulations.
  • Upholds patient confidentiality and protects operations by keeping patient care information confidential and following HIPAA practices.
  • Greet clients upon initial entry to Health Nucleus and immediately sets a Best-In-Class Health Nucleus experience expectation
  • Confirm all client information is correct and accurate and captured in all internal systems
  • Confirm correct product for client and make adjustments as needed on day of visit to correct for any discrepancies
  • Confirm correct payment was collected prior to visit and collect or correct payment as necessary at day of visit
  • Track pending payments and resolve payment issues
  • Manage and track specimen collection and diagnostic kits sent to clients both pre and post visit
  • Ownership of the last module of the Health Nucleus visit called ?Experience and Expectations? (EE) where final wrap-up of the visit is conducted and post visit planning and coordination is initiated
  • Manage distribution, completion and collection of customer experience surveys both day of visit and post visit
  • Schedule clients for preliminary and final Return of Results meetings
  • Manage other post visit activities and follow-ups related to the initial Health Nucleus visit
  • Manage client relationship from onsite visit through follow up appointments to ensure a quality client experience and timely completion of the Health Nucleus experience
  • Receive and answer client calls and emails and triage as necessary while maintaining follow-up to ensure timely closure to client issues and needs
  • Oversee and execute timely completion of additional projects, as needed
  • Establish, update and maintain departmental files (paper and electronic) and records
  • After hours and weekend support as assigned
  • Other duties as assigned
  • Other duties as assigned
Minimum Qualifications (Must have)
  • Bachelor's degree preferred
  • Must be a Certified Medical Assistant (CMA) OR have a Certificate of completion from a Medical Assistant training program.
  • California Certified Phlebotomy Technician (CPT) license.
  • Current CPR or BLS for Healthcare Providers certificate by start date
  • Two years of relevant medical office work experience
  • Knowledge of medical terminology
  • Proficient with MS Office
  • Excellent communication and customer service oriented
  • Collaborate with colleagues to assist patients in their care and testing
  • Identifies patient service requirements by establishing personal rapport with patients and customers
  • Ability to work well with teams in an open environment
  • Demonstrate sound judgment to effectively solve problems
  • Ability to prioritize and multi-task
  • Additional duties as assigned
Preferred Qualifications
  • Customer focused to provide a high level of care and a positive experience
  • Dynamic individual with the ability to communicate clearly and professionally engage others
Working Conditions
  • Open clinical environment
  • Prolonged periods of sitting, standing, bending and kneeling
  • Must be able to lift and transport at least 25 pounds

Human Longevity, Inc.


San Diego, CA
92108 USA

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