Job Description

Company Overview: Peak Performance & Prevention (“P3”) is a fast-paced and growing direct pay,

functional medicine and preventative care practice. Our focus is optimizing a patients' biology and

reversing disease by addressing the fundamental requirements for health through education, support,

coaching, advanced diagnostics, and evidence-based medical treatments. We encourage patients and

staff to embrace becoming curious about their health and wellness and engage actively in their own

medical care. As a direct patient care practice, we have replaced costly and contentious insurance billing

processes with transparent cash-pay options that afford patients more control in their wellness journey;

as well as limiting patient loads per clinician, allowing for longer appointments, better connection, and

more personalized and dynamic partnerships.

Position Overview: The Medical Assistant's (MA) primary responsibility is to coordinate care for new and

existing P3 patients at the direction of the Practice Manager, Medical Director, and P3 Clinicians; and in

cooperation with the other P3 Medical Assistant(s) and P3 Front Desk staff. The MA will deliver exceptional

service to all patients, co-workers and outside vendors. The MA will be familiar with the practice's

concepts and service offerings and will be responsible for delivery of care according to clinic policies,

procedures, and core values. Strict confidentiality of all patient information is mandatory.

Principal Duties and Responsibilities (Essential Functions):

1. Perform phlebotomy on patients and prepare laboratory requisitions and blood samples for

shipping to appropriate laboratory for processing. Collect and process urine and other samples for

applicable laboratory testing. Prepare samples for shipping via Fed Ex or UPS by 2pm daily. *Please

note that clinic performs high volume of phlebotomy services. This position will require the MA to

perform multiple blood draws each day. High level of phlebotomy skill is necessary.

2. Room patient and confirm purpose of visit, verify and update medical history (i.e. – vitals,

medications, supplements, etc.), and preferred pharmacy in electronic medical chart note. Offer

water to the patient and deliver service to the patient in a kind, sensitive and confidential manner.

3. Perform EKG, collect vital signs (heart rate, O2 saturation, respiration, blood pressure, height and

weight, and temperature), assist patients with body composition scale, apply wearable diagnostic

devices, administer injections, assist clinicians with IV therapy procedures, and any other provider directed

testing or procedure.

4. Prepare exam room, patient, and assist providers with testing and or procedures; including but not

limited to removal of lesions, pellet insertion, pap smears, and injectable cosmetic products. Alert

provider when patient, room and applicable equipment are ready and anticipate provider's needs.

5. Process medication refill requests per providers direction.

6. Administer non-controlled substance injections and/or immunizations per provider's direction and

document according to state guidelines including lot number and manufacturer.

7. Explain provider's instructions, treatment and procedures to patients as needed and directed by

the provider.

8. Assist in scheduling return patient appointments; prepare and send instructions and paperwork

for appointments to patients as needed for blood work, follow up appointments, confirm

appointments and follow-up on any needed information prior to the appointment including prior

authorization of services and/or medications. Assist with preparing supplements, injectables, stool

kits, etc. at appointment check out when time allows.

9. Send follow up texts or emails to clients after appointments.

10. Maintain an orderly and organized workstation. Assist with daily clean-up of exam rooms and MA

station/lab.

11. Maintain exam and procedure rooms with adequate supplies, monitor supply expiration dates,

prepare supply orders on a routine basis ensuring adequate inventory on hand. Order hormone

pellets, stem cells, etc. as indicated by provider.

12. Use available technologies, as applicable and appropriate, to research disease and medication

questions prior to bringing questions to the provider.

13. Assist with scheduling outside specialist appointments and referrals including documentation and

follow up to ensure patient compliance.

14. Greet patients by name upon arrival at the office and check them in via the electronic scheduling

system when not previously done by the medical receptionist. Collect and verify demographics

and update all necessary office systems if needed (i.e. medical record).

15. Answer phones (as back-up to medical receptionist) and triage calls based on what needs to be

done for the patient or outside vendor.

16. Support provider with each patient. Obtain and administer necessary medication, supplements,

laboratory testing, enter all data as instructed for patient at end of visit.

17. Support medical receptionist in collection of patient medical records. Scan and attach lab reports

and other records to patient medical record as required.

18. Document chart notes in EMR for patient visits and all other communication with patient via

phone and/or email regarding treatment and / or services and other relevant information

regarding the patient's coordination of care with other specialists, vendors or hospitals.

19. Mail records and products to patients as needed or directed by provider.

20. Work with Front Desk to keep providers on time and on schedule. Assist Front Desk with keeping

provider's schedules up to date.

21. Manage providers on-call phone during business hours, responding to patients in a timely manner.

22. Other duties as needed, assigned by the Practice Manager or Medical Director and as decided

among team members based upon workload and staffing in the office.

Supervision Received: Position reports directly to Practice Manager/ Medical Director with limited regular

supervision to coordinate activities.

Education, Qualifications & Skills: High School graduate or GED, Certified

Medical Assistant Certification and Basic Life Support Certified. Familiarity with medical terminology

preferred.

Experience: Prefer one (1) year in healthcare position in a high-level service-oriented environment. All

licenses must be kept up to date.

Qualifications and skills needed for the position include the following:

High level of interpersonal skills and a people-focused perspective

Exceptional dependability and understanding of how members of a small team rely on each other

Clear oral & written communicator including exemplary phone skills

Demonstrated attention to detail and accuracy

Quick learner and creative problem solver

Willing to admit when wrong or mistaken, and able to change mind

Adaptability and an entrepreneurial spirit required to keep up with a rapidly growing office with

changing workflows and processes

Curiosity to learn about new concepts in medicine, nutritional supplement ingredients, and the

functional medicine philosophy

Team player, with experience working cooperatively

Personal pride and work ethic; growth mindset

Excellent organizational, time management and administrative skills

Ability to maintain privacy and confidentiality of patient information with discretion and judgment

Computer skills including MS Word, Excel, PowerPoint, Internet Navigation using a web browser,

electronic medical record for patient documentation

Employee is able to assist in procedures using sterile technique

High level of skill and comfort with phlebotomy

Employee will use good judgment and critical thinking when evaluating patient health status and

alert physician of immediate concerns regarding patient health and safety

In performing the duties required of this position, the employee shall comply with all applicable federal

and state laws including, but not limited to, the Health Insurance Portability and Accountability Act

(HIPAA) of 1996 and all regulations proclaimed thereunder.

Benefits: Expanded benefits are being added regularly as we grow as an organization

Competitive salary, commensurate on experience

Low patient volume with huge opportunity for growth

Complimentary in-house medical care for employee

Discounted in-house care for family members

Discount on in-house supplements, products, and procedures

Stipend to support outside medical insurance premiums (employer sponsored medical insurance

not available at this time)

Dental insurance

401k with matching

Paid time off

P3's Core Values:

Joy

Advocacy

Integrity

Innovation

Excellence

P3's Mission Statement:

We reject the inevitability of disease at any age

We believe that health is a learned skill

We change the world by championing the individual

For more information about our practice please preview our website at (

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