CLINICAL LEAD - CMA

General Summary/Responsibilities:

The Clinical Ambulatory Team Lead works closely with the Practice Manager on daily operations. The Ambulatory Team Lead serves as an advanced clinical team member with core competency to cover all clinic needs and leadership needs for their respective service line.

The Clinical Ambulatory Team Lead works under the direct supervision of the Practice Manager. The Clinical Ambulatory Team Lead will assist with direct patient care and partner with the Practice Manger to ensure Premier’s goals are at the forefront daily with all staff members. This includes overall Employee Engagement, Patient Experience, Finance and other duties as assigned. Other duties assigned and not limited to: Preceptor of new employees, audits, service recovery, effective conflict resolution, ability to function as the office leader when Practice Manager off-site

Essential Duties & Functions:

1. Patient Data and Information Management: o Collect appropriate patient history, including chief complaint, current medication list, vital signs, etc. o Apply appropriate medical terminology to all patient documentation. o Ensure that appropriate signed releases are acquired, and office records and forms are distributed and forwarded to appropriate parties.
2. Quality and Compliance: o Meet state and national regulatory compliance standards. o Participate in quality initiatives and implement them as required. o Assist in maintenance of quality/safety auditing safety manual, QML-Research, and additional quality/safety as identified as routine operations. o Assist in coaching of staff for quality/safety compliance.
3. Clinical Area and Equipment Maintenance/Financial Stewardship: o Maintain examination areas, including cleaning. o Ensure medical supplies and equipment are well stocked. o Ensure all medical equipment is in working order. o Implement an escalation process for equipment issues. o Assisting manager with editing timecards for timecard management.
4. Patient Communication and Follow-Up: o Upon provider order, advise patients of testing and referral results. o Ensure appropriate follow-up is provided and address areas of concern within the office. o Respond to incoming and outgoing correspondence, including addressing patient concerns.
5. Training and Staff Development: o Assists/Preceptor in training of new staff. o Ensure that orientation paperwork is completed both within 48 hours (Initial PPN) and at the 90-day mark. o Assists in performance management, including routine audits and peer coaching.
6. Pharmaceutical Knowledge and Medical Procedures: o Maintain a basic understanding of commonly dispensed pharmaceuticals. o Complete appropriate order entry as directed by the provider. o Independently perform procedures as outlined in the clinical competency checklist

1. Patient Data and Information

Management:

o Collect appropriate patient history, including chief complaint, current medication list, vital signs, etc.

o Apply appropriate medical terminology to all patient documentation.

o Ensure that appropriate signed releases are acquired, and office records and forms are distributed and forwarded to appropriate parties.

2.

Quality and Compliance:

o Meet state and national regulatory compliance standards.

o Participate in quality initiatives and implement them as required.

o Assist in maintenance of quality/safety auditing safety manual, QML-Research, and additional quality/safety as identified as routine operations.

o Assist in coaching of staff for quality/safety compliance.

3. Clinical Area and Equipment

Maintenance/Financial Stewardship:

o Maintain examination areas, including cleaning.

o Ensure medical supplies and equipment are well stocked.

o Ensure all medical equipment is in working order.

o Implement an escalation process for equipment issues.

o Assisting manager with editing timecards for timecard management.

4. Patient Communication and

Follow-Up:

o Upon provider order, advise patients of testing and referral results.

o Ensure appropriate follow-up is provided and address areas of concern within the office.

o Respond to incoming and outgoing correspondence, including addressing patient concerns.

5.

Training and Staff Development:

o Assists/Preceptor in training of new staff.

o Ensure that orientation paperwork is completed both within 48 hours (Initial PPN) and at the 90-day mark.

o Assists in performance management, including routine audits and peer coaching.

6. Pharmaceutical Knowledge and

Medical Procedures:

o Maintain a basic understanding of commonly dispensed pharmaceuticals.

o Complete appropriate order entry as directed by the provider.

o Independently perform procedures as outlined in the clinical competency checklist.

1. Patient Data and Information

Management:

o Collect appropriate patient history, including chief complaint, current medication list, vital signs, etc.

o Apply appropriate medical terminology to all patient documentation.

o Ensure that appropriate signed releases are acquired, and office records and forms are distributed and forwarded to appropriate parties.

2.

Quality and Compliance:

o Meet state and national regulatory compliance standards.

o Participate in quality initiatives and implement them as required.

o Assist in maintenance of quality/safety auditing safety manual, QML-Research, and additional quality/safety as identified as routine operations.

o Assist in coaching of staff for quality/safety compliance.

3. Clinical Area and Equipment

Maintenance/Financial Stewardship:

o Maintain examination areas, including cleaning.

o Ensure medical supplies and equipment are well stocked.

o Ensure all medical equipment is in working order.

o Implement an escalation process for equipment issues.

o Assisting manager with editing timecards for timecard management.

4. Patient Communication and

Follow-Up:

o Upon provider order, advise patients of testing and referral results.

o Ensure appropriate follow-up is provided and address areas of concern within the office.

o Respond to incoming and outgoing correspondence, including addressing patient concerns.

5.

Training and Staff Development:

o Assists/Preceptor in training of new staff.

o Ensure that orientation paperwork is completed both within 48 hours (Initial PPN) and at the 90-day mark.

o Assists in performance management, including routine audits and peer coaching.

6. Pharmaceutical Knowledge and

Medical Procedures:

o Maintain a basic understanding of commonly dispensed pharmaceuticals.

o Complete appropriate order entry as directed by the provider.

o Independently perform procedures as outlined in the clinical competency checklist.

The Clinical Ambulatory Team Lead works closely with the Practice Manager on daily operations. The Ambulatory Team Lead serves as an advanced clinical team member with core competency to cover all clinic needs and leadership needs for their respective service line.

The Clinical Ambulatory Team Lead works under the direct supervision of the Practice Manager. The Clinical Ambulatory Team Lead will assist with direct patient care and partner with the Practice Manger to ensure Premier’s goals are at the forefront daily with all staff members. This includes overall Employee Engagement, Patient Experience, Finance and other duties as assigned. Other duties assigned and not limited to: Preceptor of new employees, audits, service recovery, effective conflict resolution, ability to function as the office leader when Practice Manager off-site.

Qualifications

Education

Minimum Level of Education Required: High School completion / GED

Additional requirements:

§ Type of degree: CCMA, LPN, RN, ATC, RT § Area of study or major: Allied Health § Preferred educational qualifications: Active licensure/certification for respective degree of study § Position specific testing requirement: N/A

Licensure/Certification/Registration

Experience

Minimum Level of Experience Required: 1 - 3 years of job-related experience Prior job title or occupational experience: Medical Assistant/ LPN/RN, ATC, RT Prior specific functional responsibilities: Completion of Service Line Level Competencies and includes being cross trained in daily operations of the office. Preferred experience: 3 Years or Greater Other experience requirements: Role criteria of competency must be met for those with 1 year experience of or greater and must maintain these competencies yearly