Job Summary

The Clinic Assistant Level 2 demonstrates proficiency in one of the following functional roles: Transcription or Surgery Procedure Schedules. In addition to the tasks and responsibilities of Clinical Assistant I. This position requires a strong understanding of assigned workflow, systems, and responsibilities.The role supports clinical efficiency, enhances the patients’ experience, and ensures effective communication between providers, patients, and teammates.

Essential Functions & Job Duties

Depending on assignment, duties may include:

Transcription – EMR Documentation Duties

• Transcribe and edit physician notes, exams, and plans in real-time or from dictation.
• Enhance physician efficiency by accurately transcribing and editing dictated notes, medical reports, and correspondence.
• Collaborate with POD teammates to ensure smooth clinic operations and excellent patient care.
• Accurately enter clinical data, orders, and billing information into the EMR.
• Maintain HIPAA compliance and ensure documentation accuracy.
• Handwrite notes for later data entry if needed.
• Assist with clerical and limited patient-facing support (e.g., providing instructions, assisting with transfers).
• Compliance with policies and procedures and actively promote a collaborative clinic culture.
• Perform other duties as assigned.

Procedure Surgery Scheduling Duties

• Coordinate surgical and clinic appointments, including pre- and post-operative visits.
• Collaborate with POD teammates to ensure smooth clinic operations and excellent patient care.
• Maintain physician calendars and ensure accurate documentation of the scheduled surgery procedures in the EMR or different patients platforms.
• Maintain HIPAA compliance and ensure documentation accuracy.
• Communicate with patients about surgical logistics and answer related questions.
• Display of professional and timely communication with representatives of our different vendors.
• Obtain and manage relevant records (labs, imaging, referrals).
• Support clinical teams by facilitating interdepartmental communication and coordinating pre-op requirements.
• Provide check-out support, schedule follow-ups, and respond to patient messages.
• Perform other duties as assigned.

Skills and Abilities

• Excellent verbal and written communication skills.
• Strong interpersonal and teamwork skills with a calm, respectful demeanor.
• High level of accuracy and attention to detail.
• Solid time management and organizational skills in a fast-paced environment.
• Demonstrated ability to use sound judgment in unexpected or high-stress situations.
• Proficiency in medical software and computer systems; preferred typing speed of 50+ WPM.
• Knowledge of medical terminology; familiarity with ICD-10/CPT codes preferred.
• Ability to work independently and take initiative.

Physical and Mental Demands

• Regularly required to sit, stand, and walk up to 8 or more hours/day.
• Frequent bending, reaching, and repetitive hand movements (especially typing/writing).
• Ability to work at a computer for extended periods.
• Must be able to lift up to 30 lbs, occasionally assisting patients with team support.
• Must communicate clearly and professionally with patients, families, and team members.
• Must manage occasional stress from workload or patient care demands.

Working Conditions

• Primarily in a clinical office setting.
• Frequent use of computers, phones, and standard office equipment.
• Occasional exposure to distressed patients or urgent care scenarios.
• May require travel between clinic locations or surgery centers.
• Must manage frequent interruptions and shifting priorities.

Standard Qualifications

Education: High School Diploma or equivalent required.
Experience: Minimum 2 years of office or clinical experience preferred. Medical terminology and EMR experience are strongly preferred.