Wellness Navigator

Position Purpose & Summary

Strata Med is dedicated to providing holistic and comprehensive healthcare that integrates conventional medical practices with evidence-based alternative therapies. We are seeking a dedicated and compassionate Wellness Navigator to join our dynamic team. The ideal candidate will support our healthcare providers in delivering exceptional patient care while promoting a culture of wellness and prevention.

Applicants will be working at our new state-of-the-art integrative holistic medical clinic located in northern Colorado Springs, near the Interquest Parkway.

Essential Functions

• Greet and assist patients in a professional and friendly manner.
• Prepare patients for examination by taking vital signs, medical histories, and documenting information in the EMR.
• Recognize and address any discrepancies in vital signs promptly to clinician prior to appointment.
• Assist healthcare providers during examinations and treatments.
• Schedule patient appointments.
• Maintain patient records and ensure all documentation is accurate and up-to-date.
• Organize medical records in a systematic and easily accessible manner.
• Adhere to privacy regulations and maintain the confidentiality of patient records.
• Handle patient inquiries via phone, email, or in-person, providing relevant information or directing to the appropriate personnel.
• Follow up with new patients after their appointments. Answering any questions about their treatment plan if necessary.
• Optimize reminder systems to send timely appointment reminders to patients.
• Confirm instructions for tests and labs to optimize compliance and results.
• Prepare and maintain examination rooms, including cleaning and sterilizing instruments and equipment.
• Call in or fax in prescriptions to pharmacies promptly and accurately.
• Provide patient education on health maintenance and disease prevention.
• Assist with the coordination of integrative therapies, such as acupuncture, chiropractic care, and nutritional counseling.
• Work closely with all members of the healthcare team to ensure cohesive and comprehensive patient care.
• Communicate effectively with patients, families, and other healthcare professionals.
• Participate in team meetings, trainings, and continuing education opportunities to stay current with best practices.

Additional Duties and Responsibilities

• Excellent written and oral communication skills with a high degree of diplomacy and team involvement.
• Must be a confident communicator and presenter. Tact, empathy, and self-discipline are traits required.
• Must possess excellent organizational and planning skills. Needs to excel in problem solving and be analytical and detail orientated.
• Ability to work independently and exercise judgement to resolve personnel and production issues that arise during daily operations.
• Ability to effectively present information and respond to questions from managers, team members, members, and the public.
• Must be able to understand medical, and wellness related terminology including the various treatment modalities, equipment, and products.
• Must effectively manage HIPAA and related compliance regulations.
• Must be able to think critically and creatively, have knowledge of proper body mechanics to prevent injury.
• Adhering to dress code, appearance is neat and clean.
• Complete annual education requirements.
• Always maintain patient confidentiality.
• Report to work on time and as scheduled.
• Wear identification while on duty.
• Maintain regulatory requirements, including all state, federal and local regulations.
• Always represent the organization in a positive and professional manner.
• Comply with all organizational policies and standards regarding ethical business practices.
• Communicate the mission, ethics, and goals of the organization.
• Participate in performance improvement and continuous quality improvement activities.
• Attending regular staff meetings and in-service meetings.

Position Requirements

• High school diploma or equivalent; Medical Assistant certification preferred.
• Previous experience in a healthcare setting, preferably in a holistic or integrative medicine practice - 2 years' experience
• Proficiency with Electronic Medical Records (EMR) systems.
• Strong organizational and multitasking skills.
• Excellent communication and interpersonal skills.
• A compassionate and patient-centered approach to healthcare.
• CPR certification preferred.
• Strong computer skills, including Word, Excel, and PowerPoint.
• Dexterous and able to stand for extended periods.
• Ability to keep a well-groomed, professional appearance.
• Understands health and wellness trends.
• Establish and maintain cooperative working relationships with staff, patients, members, and guests.

Additional Licenses and/or Certifications Required

YES

NO

Valid Driver's License

X

Basic Life Support (BLS) and Advanced Cardiac Life Support (ACLS) Certification

X

Position Analysis/Specifications

N/A

(Not Applicable)

OCCASIONAL

FREQUENTLY

Sitting

X

Standing

X

Walking

X

Bending Over

X

Crawling

X

Reaching

X

Crouching

X

Kneeling

X

Balancing

X

Pushing / Pulling

X

Lifting / Carrying:

10 lbs. or less

X

11 to 25 lbs.

X

26 to 50 lbs.

X

51 to 70 lbs.

X

Manual Dexterity

X

Fine Motor Skills

X

Gross Motor Skills

X

Eye / Hand Coordination

X

Near Vision

X

Far Vision

X

Color Recognition

X

Hearing

X

ENVIRONMENTAL FACTORS

Environmental factors may include indoor setting with overhead lighting and comfortable ventilation. May occasionally be called upon to work in all areas of the property, both inside and outside, possibly in inclement weather.

YES

NO

Working Outside

X

Working Inside

X

Working Alone

X

Working Closely with Others

X

Excessive Cold / Heat

X

Excessive Humidity / Dampness

X

Noise / Vibrations

X

Working Above Ground

X

Working Below Ground

X

Working with Chemicals / Detergents / Cleaners

X

Working Around Fumes / Smoke / Gas

X

Walking on Uneven Surfaces

X

Operating Motorized Equipment or Vehicles

X

Working Around/Near Machinery/Motorized Equipment

X

Climbing on Scaffolds or Ladders

X

Continuous use with a Computer and Keyboard

X

Leader Signature:

Date:

A commitment to service excellence has permitted our company to be recognized for delivering extraordinary guest and member experiences. Success and growth in the future are dependent upon our ability to take Strata Med to the next level. For this reason, our most important continuing objective is to provide unparalleled service and hospitality from the heart.

The collective strength of the Strata Med team is derived from the individual effort and dedication of every team member. The full use of your knowledge, experience, ability, and energy is important to our success as we work together for excellence.

To be successful, your individual initiative, passion and commitment as well as thoughtful participation as a member of different teams in which you work is required. Individual effort in the performance of your own duties, and positive and productive interactions with others, both internal and external to the company, are crucial.

In addition, we value and encourage your creativity, your continuous improvement and personal development, and your feedback on operations and how they may be improved.

Team Member Signature:

Date:

Strata Med offers a diverse, dynamic, and thriving environment that supports career development for all our team members.