Care Team Assistant
Baker Ripley Clinic - Houston, TX

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In tandem with the other members of the care team (medical providers, medical assistants, social workers, nurse managers, referral coordinators, health educators, etc.), the CTA will provide both clinical and clerical support, with special attention paid to ensuring the provision of quality and compassionate evidence-based care in a Patient Centered Medical Home environment.

Duties and Responsibilities :

  • Phone Calls:
  • Accept all phone calls from patients forwarded by the call center/front desk involving a clinical inquiry for the responsible provider
  • Perform protocol-based triage as appropriate; route phone call in the form of a phone note document in the EHRS to the provider for review and instructions; and return calls to patients as directed by the provider
  • Lab Results:
  • Place phone calls or create template-based letters, as directed by the provider, in regards to all lab results for delivery to the patient in a timely manner
  • Pre-Visit Planning:
  • Review the schedule on a daily basis to ensure that all pre-visit preparations have been completed prior to the patient’s visit, ensuring that all lab and imaging results, consultation reports, care transition details, or major changes in health status are available in the patient’s medical record; when these documents are not present in the record, it will be the CTA’s responsibility to call the patient, consultants, imaging centers, and/or hospitals to arrange for timely delivery of said information
  • Call patients deemed to be at risk for a “no-show” prior to their appointment as well as new patients establishing care at the clinic to remind them of both the patient’s and the clinic’s responsibilities in a PCMH environment
  • Arrange interpretation services
  • Lead daily huddles
  • Medication Management:
  • Refill prescription medication per the standing order protocol
  • Perform prior-authorization for medications requiring such
  • Coordinate financial assistance (along with the social work and financial assistance departments) for patients who cannot afford their medication
  • Forms:
  • Initiate the completion of all forms for review and final signature by the provider (disability forms, home health orders, durable medical equipment and supply requests, disease status letters)
  • Patient communication:
  • Contact patients who “no-show” an appointment to inquire as to their current status and need for rescheduling, including assessment of barriers (transportation, behavioral, etc.) to care and initiation of appropriate social service referrals
  • Contact patients at the direction of the provider whom are deemed to be at high-risk for clinical decompensation after an office visit for an acute medical problem, or whom are considered chronically ill/unstable and in need of ongoing monitoring;
  • Referrals:
  • With the assistance of the Referral Coordination Department, will ensure all referrals have been completed and relevant documents are in the medical record
  • Complete and deliver clinical summaries for consultants or other service providers to whom we refer;
  • Population management:
  • Assist the care team in the regular completion of reports that will allow it to assess and manage the health needs of the patient population, such as defined groups of patients (e.g., patients with specific clinical conditions such as hypertension or diabetes, patients needing tests such as mammograms or immunizations)
  • Assist the care team in recognizing patients who are members of a “vulnerable population” and providing appropriate social service or community-based referrals.

  • Qualifications and Requirements :
    • High-school level education or equivalency
    • At least 2 years of experience in an ambulatory clinical setting
    • Medical Assistant certification or its equivalent, or a skill-set deemed comparable
    • Spanish fluency (service location dependent)
    • Demonstrated competency with an EHRS system
    • Excellent communication skills


    Employee does not direct the activities of other staff or functions.

    Scope of Responsibility:

    Employee must know the policies, procedures and practices necessary to carry out normal day-to-day operations, and the role of the position and its potential impact on other team members, the clinic and patients. Employee must strive to achieve the goal and mission of the clinic.

    Working Conditions (travel, hours, environment):
    • Use of personal vehicle to travel to meetings, trainings, and home visits throughout the local service area. Mileage reimbursement is provided.
    • Ability to work full or part time on a regular schedule, and on-call as needed
    • Some weekend work possible

    Physical/Sensory Requirements (with or without the aid of mechanical devices):
    • Medium Work – Ability to exert 20-50 pounds of force occasionally, and/or 10-25 pounds of force frequently, and/or greater than negligible up to 10 pounds of force constantly to lift, carry, push, pull, or otherwise move objects.
    • Ability to stand, walk or sit for an extended period of time
    • Reaching by extending hand(s) or arm(s) in any direction
    • Finger dexterity required to manipulate objects with fingers rather than with whole hand(s) or arm(s), for example, using a keyboard
    • Communication skills using written and spoken word
    • Ability to see within normal parameters
    • Ability to hear within normal range

    OSHA Category Classification:

    II: Potential for exposure to blood borne pathogen

    Possible exposure to communicable diseases