Medical Assistant- Care Management

1 week ago


Temecula, CA, United States Rancho Health Full time
Job Summary:

The intent of this job description is to provide a summary of the major duties and responsibilities performed in this job. Incumbents may be requested to perform job-related tasks other than those specifically presented in this description.

The Care Management Medical Assistant plays a key role in supporting Rancho Health's Chronic Care Management (CCM) programs and other care coordination initiatives. This position serves as a vital link between patients, providers, and care teams-helping manage transitions of care, maintain up-to-date care plans, and ensure patients receive the support they need to follow their health plans effectively. This role is primarily conducted over the phone and electronically, supporting a variety of administrative and clinical coordination tasks.

Essential Job Duties: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Chronic Care Support & Coordination:
    • Provide monthly outreach and support to patients enrolled in CCM programs, ensuring 20+ minutes of engagement as required for Medicare billing.
    • Maintain and update patient care plans annually or as clinical status changes.
    • Review and summarize hospital, specialist, and ER notes; request relevant medical records and upload into EMR.
    • Confirm patients are attending provider appointments and adhering to their care plans; identify and address barriers to care.
  • Administrative & Clinical Workflow Support:
    • Schedule and manage appointments, including follow-ups post-hospitalization.
    • Process medication refill requests, particularly after inpatient or ER admissions, following standing protocols.
    • Coordinate referrals and prior authorizations for medications, procedures, or specialist services.
    • Handle incoming phone calls, inbox tasks, and faxes-ensuring timely response and accurate documentation.
  • Documentation & Communication:
    • Execute standing orders and assist with triage communication under RN or provider guidance.
    • Ensure all patient communications and documentation are promptly and accurately reflected in the EMR.
    • Maintain internal spreadsheets to track CCM time spent and support billing accuracy.
Required education and experience: The requirements listed below are representative of the knowledge, skills, and/or ability required.

Minimum Education (or substitute experience) required:
  • High School Diploma or equivalent (GED).
  • A Medical Assistant diploma or certificate of completion from a medical assistant training program is required.
  • Current Basic Life Support (BLS) Certification/CPR certification preferred.
Minimum Experience:
  • 2+ years of experience in working with Primary Care, Urgent Care, Internal Medicine, Pediatrics, Women's Health, Geriatrics a plus.
Minimum Knowledge and Skills Required:
  • Bilingual Spanish is preferred.
  • Knowledge of medical terminology.
  • Understanding principles and practices of the organization, planning, records management, and general administration.
  • Dependability, adaptability, and confidentiality are necessary attributes.
  • Knowledge of accepted procedures for disposing of used supplies.
  • Ability to communicate effectively and congenially with patients and staff members virtually, via email and over the phone.
  • Ability to exercise tact, initiative, and good judgement when interacting with patients and staff members.
  • Ability to observe the general physical condition of patients to detect signs of abnormalities.
  • Ability to record observations and notes completely, accurately, literately, and concisely.
  • Computer skills are necessary to navigate the company's EMR system.
  • Ability to accept supervision and feedback.


Mon - Fri (7am - 6 pm)

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