Penn Medicine, University of Pennsylvania Health System · 6 hours ago
Clinical Services Associate - PCAM
Philadelphia, PA
Full-time
Onsite
Entry Level
2+ years expPenn Medicine is dedicated to providing high-quality patient care, conducting innovative research, and educating future leaders in medicine. The Clinical Services Associate assists the practice manager and physicians by maintaining patient focus, performing clinical and administrative duties, and supporting patient satisfaction and operational targets.
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Responsibilities
Promptly rooms patients, using EMR to alert provider that patient is ready: reviews past medical, surgical, family, smoking history, allergies, medications
Notes corrections in EMR, notes medication refills needed for the physician to review, initiates self-management goal setting where appropriate, obtains patient’s vital signs and documents in EMR, prepares chart for patient visit, understands insurance restrictions for lab work, referral needs, precertification requirements, etc
Observes patient condition and communicates any abnormal data or changes to provider
Assists patients as needed with walking, transfers, dressing, undressing, preparing for the exam, remains in exam room when necessary/requested
Specimen management: obtain specimens for testing if applicable (including performing phlebotomy and anterior nares nasal swab collections), performs laboratory and screening tests, records results in EMR and reconciles with logs where appropriate, documents and reports findings to providers, performs all quality controls as per Point of Care Testing guidelines, prepares specimens for transport as necessary
Performs EKGs and other outpatient screening tests as per MD order and after properly preparing the patient accurately documents results in EMR
Assists with minor surgical procedures by handing instruments, maintaining sterile field, positioning of patient and other duties within scope of responsibility
Functions as a witness for procedural consents if required
Responds appropriately to emergency/code situations
CCA CSAs, if applicable as per regulatory guidelines: administers prescribed medications, gives injections and vaccines reads PPD results, under the direction of the provider/orders and documents in EMR
Demonstrates competence in the observation, treatment, and care of the specific patients served in that practice, whose ages may range from neonate to geriatric
Responsive and proactive telephonic patient care - including care coordination with specialists, ancillary services, hospitals, labs, home care agencies, and all other involved health services
Obtain and scan documents as appropriate and required for visit: test results, faxes, reports, notes, referrals, etc
Completes medical forms and other clinical requests for information as appropriate and required
Prepares and sends patient correspondence as required
Assists nursing staff with the maintenance of patient education materials, as needed
CCA CSAs: Promptly performs call-backs as directed by provider, giving patients information within their scope of practice
Provides patients with follow up care instructions
Adheres to universal body fluids precautions and infection control policies
Disposes of infectious waste properly
Promotes infection control by using appropriate hand washing techniques
Ensures that the patient care areas are kept neat, orderly, well stocked and properly prepared
Cleans, disinfects, and sterilizes instruments and equipment according to protocols and checks that the instruments and equipment are in proper working order
Notifies Supervisor of malfunctions
Sets up equipment and instruments as per practice protocol
Cleans and restocks equipment as needed
Authorized to access secured area to obtain items such as intravenous solutions and medication preparation supplies for the purpose of stocking and maintaining pars in the medication carts
Retrieves supplies and medications/blood products from tube system
Secures stock items in appropriate location
Delivers patient specific medications/blood products to the assigned nurse or provider
Maintain temperature log for refrigerator or room temperature as needed
Maintains a safe environment and protects the patient from injury by observing the patient who may be at risk for falls, confusion, disorientation, or wandering behaviors
CCA CSAs if applicable as per regulatory guidelines: Maintains medication storage closet inventory and security checks expiration dates removes outdated items
Performs daily code/crash cart checks as assigned
Strives to understand and anticipate patient needs, manages service recovery efforts when needed, enlisting management assistance as appropriate, identifies opportunities to improve the patient experience
As per practice/department protocols and/or measurements: answer phones in a timely manner, manage/handle patient requests and route appropriately, retrieve voicemails in a timely manner, take accurate and thorough messages and route appropriately through EMR
Schedule patient appointments (on phone or in person) by determining reason for visit, following established schedules and protocols, using appropriate billing area/appointment location, communicating changes and confirming appointments, and, as needed, offering alternative and canceling/rescheduling appointments
Responsible for arriving/departing activities of patient at practice and performs point of service activities: collects copays and records accurately, obtains necessary signatures/forms, obtains insurance cards and referrals/authorizations, updates appointment status in EMR, and finalizes all check-out procedures
Communicates with patients regarding patient flow and wait times – keeps manager aware of potential issues as they arise
Issues referrals and obtains pre-authorizations for patients as required and as per protocol
Maintains up to date knowledge of insurance requirements pertinent to patient service and billing procedures: including basic knowledge of all managed care plans and which insurers require a copayment or referral
Validates patient demographic/insurance information and/or registers new patients into EMR using established protocols Records receipts accurately to ensure end of day reconciliation participates in cash reconciliation delineations
Resolves work queues and/or issues from front-end reports proactively prioritizes recovery of missing charges
Orders supplies for the office and generates front-end process reports as requested
Ensures compliance with all applicable federal, state, and local regulatory standards (ex TJC, DOH, FDA, HIPAA, HCFA, DPW, LCGME, SCGME, etc)
Flexible and readily adopts new processes and engages in practice operation changes
Qualification
Required
BLS/CPR, as a healthcare provider as per the American Heart Association
Must successfully complete/pass EPIC schedgistration training/tests
MA Certification (required within 90 days of hire)
H.S. Diploma/GED And 2+ years Medical office experience, or relevant customer service experience. Advanced degree (Associate's, Bachelor's, Master's) may be considered in lieu of experience
Completion of an accredited Medical Assistant program (or higher level equivalent). Or 2+ years Experience working as an MA may be considered in lieu of MA program completion. Or 1+ year working as a Clinical Support Representative at Penn Medicine may be considered in lieu of MA program completion
Preferred
Associate's Degree
Benefits
Comprehensive compensation and benefits program
Prepaid tuition assistance programs
Company
Penn Medicine, University of Pennsylvania Health System
Penn Medicine is a world leader in academic medicine, setting the standard for cutting-edge research, compassionate patient care, and the education of future health care professionals.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$70.9MKey Investors
BIRD FoundationWarren Alpert FoundationNational Cancer Institute
2025-01-22Grant
2023-01-03Grant· $9.7M
2022-08-18Grant· $5.7M
Leadership Team
Kevin Mahoney
Chief Executive Officer of University of Pennsylvania Health System
John Donohue
Vice President, Enterprise Services
Recent News
The Philadelphia Inquirer
2026-01-03
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