Chronic Care Management Assistant | Medical Hold Specialist

Summary The Chronic Care Management (CCM) Assistant – Clinical Check Specialist at Carda Health supports the delivery of safe, personalized care for Cardiopulmonary Rehab patients through thorough clinical checks, data accuracy, and proactive patient assessment. This role involves ensuring accurate documentation, evaluating medical appropriateness for exercise-based programs, and maintaining a high standard of care aligned with clinical guidelines. The specialist will manage medical records, convert patient data into EMR systems, and conduct comprehensive Past Medical History reviews to identify contraindications for rehabilitation programs. Must Have • Ensure the privacy and accuracy of patient information in compliance with HIPAA regulations. • Maintain medical records accurately and timely, ensuring proper organization and confidentiality. • Respond to inquiries from healthcare providers regarding patient records and information. • Obtain patient information from healthcare professionals and convert data into EMR systems for Chronic Care Management programs. • Help collect, organize, and review comprehensive Past Medical History, ensuring the best care options are available and accurately reflected in patient records. • Conduct thorough PMH reviews of patients’ health backgrounds to identify contraindications to exercise and participation in cardiac or pulmonary rehabilitation programs based on Carda Health protocols. • Apply working knowledge of cardiac and pulmonary medications to support effective medication reconciliation and identify risks that could compromise safe participation. • Index and cross-reference files for easy retrieval and efficient record management. • Input patient data into the medical records system, including updates to demographics, medical history, and treatment plans. • Provide general administrative support and assist with other tasks to maintain smooth operations in the medical office. • Work directly with founders and clinical team to innovate and improve our cutting-edge digital care delivery model. • Utilize excellent communication skills between our patients and their physicians offices to appropriately facilitate safe patient care. • Minimum of two years of experience in a medical office setting, preferably in cardiac and pulmonary rehab. Good To Have • 2+ years in a similar role • Remote work experience • ACSM Clinical Exercise Physiologist Certification • AACVPR CCRP certification • Registered Health Information Technician (RHIT) or similar credential • Enthusiastic and reliable, demonstrating a positive and professional attitude. • Flexible and able to work effectively in a fast-paced and changing environment. • Proactive and willing to take the initiative to improve processes and ensure the highest quality of record management. • Good interpersonal skills, with the ability to collaborate with colleagues and healthcare providers. About Carda Rehab is a pain. So much so that only 10% of qualifying Cardiac and Pulmonary patients attend, which results in complications for patients and at least $190B in costs. At Carda Health, we’ve re-imagined rehab. Our program allows patients to complete engaging, compassionate, and life-saving rehabilitation remotely. Who are we? We are a team of data scientists, mathematicians, repeat entrepreneurs, and clinicians. And one recovering financier. Our united belief is that technology and data, when applied ethically and compassionately, can transform individuals’ lives and fundamentally change even the most entrenched industries. Carda was founded by Harry and Andrew, two friends from Wharton who share a family history of heart disease and experience with Cardiac Rehab. We now work with some of America’s largest and top-ranked hospitals and most innovative insurers. We are fortunate to be backed by some of the best seed investors in the business who have also backed the likes of Livongo, Mammoth Biosciences, and Ro to name a few. Who are you? You are a meticulous professional passionate about managing and organizing medical data for Cardiopulmonary Rehab patients? You, like us, believe in the power of telehealth to expand access to life saving care and ultimately reinvent the way Americans receive healthcare. If you are passionate about doing whatever it takes to help people in need and transforming the way millions of people receive life saving care then please apply! The Chronic Care Management (CCM) Assistant – Clinical Check Specialist plays a critical role in private partnership programs, supporting the delivery of safe, personalized care through thorough clinical checks, data accuracy, and proactive patient assessment. This role ensures accurate documentation, evaluates medical appropriateness for exercise-based programs, and supports the team in maintaining a high standard of care aligned with clinical guidelines. In this role, you will: • Ensure the privacy and accuracy of patient information in compliance with HIPAA regulations. • Maintain medical records accurately and timely, ensuring proper organization and confidentiality. • Respond to inquiries from healthcare providers regarding patient records and information. • Obtain patient information from healthcare professionals and convert data into EMR systems for Chronic Care Management programs. • Help collect, organize, and review comprehensive Past Medical History, ensuring the best care options are available and accurately reflected in patient records. • Conduct thorough PMH reviews of patients’ health backgrounds to identify contraindications to exercise and participation in cardiac or pulmonary rehabilitation programs based on protocols. • Apply working knowledge of cardiac and pulmonary medications to support effective medication reconciliation and identify risks that could compromise safe participation. • Index and cross-reference files for easy retrieval and efficient record management. • Input patient data into the medical records system, including updates to demographics, medical history, and treatment plans. • Provide general administrative support and assist with other tasks to maintain smooth operations in the medical office. • Work directly with founders and clinical team to innovate and improve our cutting-edge digital care delivery model. • Utilize excellent communication skills between our patients and their physicians offices to appropriately facilitate safe patient care Work Skills That We Look For: • A Bachelor's degree in Clinical Exercise Physiology / Exercise Science • Minimum of two years of experience in a medical office setting, preferably in cardiac and pulmonary rehab. • Proficiency with medical records systems and software. • Excellent attention to detail and accuracy in data entry and record management. • Knowledge of medical terminology and understanding of medical record documentation. • Strong organizational, problem-solving, and communication skills. • Familiarity with HIPAA regulations and commitment to patient privacy and confidentiality Bonus Points: • 2+ years in a similar role • Remote work experience • ACSM Clinical Exercise Physiologist Certification • AACVPR CCRP certification • Registered Health Information Technician (RHIT) or similar credential Character Traits That We Look For: • Enthusiastic and reliable, demonstrating a positive and professional attitude. • Flexible and able to work effectively in a fast-paced and changing environment. • Proactive and willing to take the initiative to improve processes and ensure the highest quality of record management. • Good interpersonal skills, with the ability to collaborate with colleagues and healthcare providers. Sincerely, The Team Apply tot his job