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Lead Medical Assistant Float

Company:
Physician Partners of America
Location:
Dallas, TX, 75215
Posted:
September 30, 2025
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Description:

JOB SUMMARY

The Team Lead Medical Assistant is responsible for the day-to-day operations of their assigned clinic (s) and ensures clinic staff is working in compliance with PPOA's policies and procedures. This position reports to the Operations Manager and/or Practice Manager. This position is required to float amongst the DFW clinics.

JOB DESCRIPTION

The Team Lead Float is assigned daily based on clinic needs and will be required to be cross trained in all aspects of clinic operations.

Clinic Management:

Assists with supervising Medical Assistant(s) to including orientation and training, provides feedback to Operations Manager and/or Practice Manager for performance reviews.

Assists with ensuring clinical staff following corporate policies, procedures, compliance program and efficient workflows.

Maintains accountability for quality patient experiences.

Serves as a resource to staff as EHR Super User.

Triage Patients

Check in and checkout of patients

Surgery scheduling of patients

Prior auth for medications

Clinic Maintenance:

Assists with monitoring clinical needs: provides ongoing staff training as needed, restocks office & medical supplies, ensures that overall clinic has necessary tools and resources to perform clinic functions

Works closely with clinical director to ensure special-equipment/supply requests are communicated in a timely manner so that resources are available and ready to use for any given appointment

Monitor schedule block time and make recommendations for effective utilization to Administrator

Compliance:

Assist with responsibility for clinic practices remaining in compliance with state and federal guidelines (e.g., fraud, abuse, and anti-kickback statutes)

Works on the clinic's behalf with related IT issues

Assist with ensuring clinic schedule and petty cash log is done efficiently and accurately

Assists Administrator with clinical staff credentialing entity to monitor current licensure, malpractice insurance, certifications, permits, DEA, DPS/CSR, BLS, etc.

Supports, encourages, and uses PPOA ancillary services

Patient Care and Customer Service:

Support the physician and all providers in the provision of care as appropriate

Assists with maintaining and holds all members of staff to the highest level of patient care

Responsible for protecting privacy and security of EMR

Assist with Overseeing EHR maintenance to ensure timely dispensation of completed charts

Communicates effectively and professionally with patients, referring physicians and their office staff, visitors, physicians, and coworkers

Assists with monitoring medical record EHR charting for accuracy, completeness, and compliance with federal and state rules and regulations

Philosophy:

Supports the clinic's ideology, mission, goals, and objectives

Performs in accordance with the clinic's policies and procedures

Follows the clinic's standards for ethical business conduct

Conducts self as a positive role model and team member

Recognizes patients' rights and responsibilities and supports them in performance of job duties

Participates in clinic committees, meetings, in-services, and activities as appropriate

Understands importance of keeping the clinic clean and tidy

Works in calm, orderly manner

Communication:

Communicates effectively and professionally with patients, visitors, physicians, and coworkers

Interacts with others in a positive, respectful, and considerate manner

Financial practices:

Uses clinic resources appropriately and avoids wasteful practices

Reports wasteful practices

Analyzes work area and makes recommendations for potential cost-effective improvements

Professional competence:

Basic medical terminology, anatomy, human diseases, pharmacology

Basic medical office procedures and clinical medical assisting skills.

Basic knowledge and skills with vital signs (Blood pressure, respiration rate, heart rate etc.

Participates in continuing education and other learning experiences

Shares knowledge gained in continuing education with staff

Maintains membership in relevant professional organizations

Seeks new learning experiences by accepting challenging opportunities and responsibilities

Welcomes suggestions and recommendations

Adheres to proper dress code

Adheres to cell phone policy

Adheres to HIPPA policy

Duties:

Is oriented to all clinical and business office areas

Handling patient accounts and records, word processing, and scheduling of patients.

Takes patient histories and vital signs

Prepares patients for examination and/or procedures

Assists the physician and mid-level provider with examinations and treatments

Performs selected diagnostic tests as directed by the physician.

Assists physicians and mid-levels during examinations

Collects and prepare laboratory specimens, e.g. Urine Drug Screen Samples

Performs basic laboratory tests such as AccuCheck (blood sugar)

Sterilizes medical instruments as appropriate

Prepares and administers medications as directed by a physician (IM injections)

Draws blood

Removes sutures

Enters data into patients' electronic record; scans and indexes documents accurately to patients' electronic medical records

Arranges for hospital admissions and laboratory services

Greets patients

Schedules appointments

Cleans rooms between patients

Knows location of equipment and supplies

Keeps sinks clean and free of debris

Stocks supplies, patient gowns, table paper, exam gloves, antimicrobial hand washing solution, and other appropriate supplies in exam rooms

Assists patients with ambulation, transfer to and from exam table as appropriate

Performs general delivery service for the practice and runs errands as needed

Keeps kitchen clean

Keeps hallway free of clutter

Checks/empties sharps containers throughout clinic

Other duties as assigned by Clinical Practice Manager, Physician and Mid-Level provider

Deposits money as directed by PPOA Policy and procedures

Works professionally and as a team

Medication Prior Authorization

Diagnostic testing prior authorization

BXMO (If Applicable)

In addition to the above for Medical Assistants,

Following principles of medical ethics for medical assistant

Assisting patients any time need is apparent or as directed by supervisory staff

Giving instructions to patients as instructed by provider

JOB REQUIREMENTS

Required:

High school diploma or GED certificate

Strong ethical and moral character references

BLS certification

Medical Assistance Experience

Language skills adequate for high-level written, interpersonal and telephone communication in American English

EMR experience

Basic Knowledge of Computer software

Must be able to provide proof of identity and their right to work in the United States

Cooperative work attitude toward co-employees, management, patients, visitors, and physicians

Ability to promote favorable clinic image with physicians, patients, insurance companies, and general public

Ability to make decisions and solve problems

Preferred:

Nursing (Medical) Assistant certification

Pain Management Practice prior experience

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