Health Clinic Salud and Familia

MA Roles & Responsibilities

Medical Assistant Roles & Responsibilities

Staff hierarchy and job descriptions for clinic efficiency

Intake MA

Primary Focus: Patient rooming and intake

  • Greet and room patients
  • Give Room Prices
  • Take vital signs (BP, temperature, pulse, oxygen, weight)
  • Update and verify patient charts, documentation, and insurance info
  • Check for missing forms or paperwork
  • Call patients for reminders or follow-ups
  • Answer phones and respond to basic inquiries
  • Assist with prices ONLY when lab MA is too busy
  • Maintain patient flow in a fast-paced environment

Lab & Procedure MA

Primary Focus: Lab and procedural assistance

  • Draw blood, perform phlebotomy
  • Collect and process lab specimens
  • Prepare and assist with minor procedures (e.g., injections, EKGs)
  • Sterilize and prepare instruments
  • Maintain lab supplies and equipment
  • Document lab results in the EHR
  • Give Room Prices
  • Assist providers during procedures

Phone MA / Floater

Primary Focus: Paperwork/ Support wherever needed

  • Cover front desk or intake ONLY when busy
  • Schedule, reschedule, or cancel appointments
  • Check Documents and chart
  • Call No shows, Remind appointments
  • Answer incoming calls
  • Give Room prices
  • Restock supply anywhere as needed

Front Desk MA

Primary Focus: Check in Patients

  • Greet patients warmly and professionally
  • Verify and update patient demographics and contact info
  • Educate patients on vitmains and meds
  • Prepare patient charts
  • Schedule follow-ups
  • Scans Paper/ upload
  • Check insurance eligibility and
  • Collect payments
  • Ensure all required paperwork (consent forms, HIPAA, medical history) is completed
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