Medical Assistant II - Referral Tracking

As a member of the clinical support care team, the Medical Assistant - Referral Tracking obtains authorization for specialty care from the health plan/Independent Physician Association (IPA)/County when ordered by the NEVHC provider. Coordinates specialty care referral with the patient and their family ensuring that the patient follows through on external care. Ensures that NEVHC receives proper consultative documentation back to Provider to review and to follow up on recommendations.

Reports to:    

Direct & Administrative: Clinic Administrator or designee
Technical: Corporate Referral Coordinator
Indirect-Clinical Consultation: Director of Nursing Services
Indirect-Managed Care Liaison: Director of Managed Care Enrollment

1.  High school diploma or General Educational Development (GED) Certificate is preferred.

2.  Completion of a secondary or postsecondary Medical Assistant education program from a public school authorized by the Department of Education, or an approved Medical Assistant program at a postsecondary institution accredited or approved by the Bureau for Private Postsecondary Education. 

Medical Assistant II – Referral Tracking must meet the following additional requirements:

1.  Must maintain a current Cardio-Pulmonary Resuscitation certification, in compliance with corporate CPR Policy.

2.  Display qualities of dependability and reliability, be willing to accept a variety of tasks, and able to comprehend quickly and follow instructions accurately.

3.  Must maintain or exceed Medical Assistant competency levels as established by corporate standards for clinical practice.

4.  Must demonstrate through written and/or oral testing, the knowledge and skills necessary to provide care appropriate to the age of the patients served and has knowledge of the principles of growth and development over the life span. He or she is able to identify and categorize each patient age specific grouping of needs, such as those for infant, adolescent, adult or geriatric patients.

5.  Is able to satisfactorily serve as a guide/mentor to new employees within the same job description.

6.  Thorough working knowledge of business English, spelling, punctuation, and contemporary general office practices and procedures.

7.  Math skills sufficient to prepare routine spreadsheets, calculate/balance invoices/expense reports, and similar.

8.  Computer skills in Microsoft Office programs (Word, Excel, etc.), electronic health record systems, and database systems.

9.  Typing/data entry skills sufficient to meet production requirements.

10. Effective verbal and written communication skills to communicate clearly and effectively with patients and others. 

11. Effective oral and written communications skills.

12. Effective work organization skills. 

13. Ability to work effectively as a team player.

14. Must be willing and able to work a varied and flexible schedule to accommodate the needs of NEVHC and its patients.

15. Sensitivity to the different cultures represented among members and staff.

16. Demonstrated ability to listen and communicate with others in a professional and caring manner including sensitivity with individuals from diverse cultures and lifestyles.

17. Demonstrated ability to set priorities for tasks to work effectively in spite of interruptions and under minimal supervision. Self-starter, reliable and dependable.  

18. Demonstrated proficiency with the electronic health record database within three months of attending training session(s).  

19. Fluency in English (speaks, read and write).

20. Fluency in Spanish (speaks, translate, read and write) will be required to complete the mandatory Medical Interpretation course offered at NEVHC. 

21. Ability to solve problems and make routine recommendations.

22. Ability to maintain absolute confidentiality about health care and other patient/client information.

23. Current California driver’s license, appropriate insurance coverage and a driving record acceptable to the NEVHC’s insurance carrier (if required to drive on the job).


Northeast Valley Health Corporation provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Northeast Valley Health Corporation complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities.