Serene Health · 16 hours ago
Medical Assistant
San Diego, CA
Full-time
Onsite
Entry Level
$23/hr - $27/hr
1+ years expOptima Medical Management Group is dedicated to enhancing the quality of life by promoting wellness. The Medical Assistant provides non-clinical coordination and clinical support tasks to assist the nursing team in delivering high-quality, member-centered care, focusing on medication profile intake, records coordination, and precise documentation in systems.
Health CareHospitalMental HealthTherapeutics
Responsibilities
Conduct outreach to members to gather member-reported medication profiles, allergies, and pharmacy information; document changes and route to RN for reconciliation
Schedule and confirm RN joint calls and follow-up appointments; manage reminders and re-attempts per outreach cadence
Assist with Transitions of Care (TOC) tasks: post-discharge calls, records requests, follow-up scheduling, documenting status and meet deadlines
Prepare charts for RN assessments (summaries of recent encounters, meds, referral status)
Send provider notifications (PCP/BH/specialists/pharmacy) with concise plan highlights (e.g., new goals, med updates, risk flags)
Track referrals/authorizations and update task statuses (ordered, pending, approved, completed)
Request, track, and upload medical records (hospitals, ED, specialists); verify completeness and correct patient identifiers
Maintain accurate documentation in the EHR/CRM (e.g., Alliance) and payer portals: contact notes linked to goals/interventions, statuses, next actions
Process and maintain Release of Information (ROI) forms and log disclosures per policy
Coordinate non-clinical services (transportation, food, utilities, housing resources) per RN or care plan guidance; document outcomes
Confirm member eligibility/benefits for services (e.g., NEMT) and assist with scheduling
Follow HIPAA, privacy, and security procedures at all times
Adhere to scope: no clinical assessment, diagnosis, or medication changes
Escalate promptly to RN for clinical concerns (worsening symptoms, safety risks, new diagnoses, medication issues)
Performs other duties as assigned
Qualification
Required
High school diploma or equivalent required
Proficient with EHR/CRM systems and basic payer portals; strong typing and documentation skills
Excellent communication (phone, text, email) and customer-service mindset
Demonstrates strong attention to detail and consistent documentation accuracy
Manages time effectively and follows through on assigned tasks
Communicate with members professionally and compassionately
Collaborates effectively with the clinical team and other departments
Applies problem-solving skills and resourcefulness to address SDOH-related tasks
Maintains integrity, confidentiality, and strict compliance with policies and standards
Prolonged periods of sitting at an office desk on the computer
Able to lift up to 10lbs
Preferred
Medical Assistant training/certification preferred (CMA, RMA, CCMA or equivalent)
1–2+ years in ambulatory care, care coordination, or payer/provider support role (Medicaid/Medicare populations a plus)
Bilingual Spanish/English a plus
Benefits
Medical, Dental, & Vision Benefits: We have various insurance options for you and your family.
Short & Long-Term Disability Benefits: Protection when you need it most.
Voluntary Accident, Voluntary Critical Illness, and Voluntary Hospital Indemnity Plans: Added security for you and your loved ones.
Flexible Spending Accounts: Manage your finances with flexibility.
Employee Assistance Program (EAP): Support when life throws challenges your way.
401(K): Building your financial future with us. Effective after 1 year of employment.
Paid Vacation and Sick Leave: Flexibility for the planned and unplanned.
Paid Holidays: Quality time to enjoy celebrations.
Employee Referral Program: Share the opportunities and reap the rewards.
Company Discount Program: Enjoy savings on everyday expenses and memberships.
Company
Serene Health
Serene Health provides behavioral health and mental health services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Dr. Jennifer Guerguis, PhD, LMFT
Founder and Chief Clinical Officer
Company data provided by crunchbase