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What is the role of a clinical assistant?

By Zippia Team - Mar. 3, 2022

The role of a clinical assistant is to work with doctors to provide patients with various health services. Their job usually consists of a combination of medical and administrative tasks. Most often, clinical assistants work in outpatient facilities or medical offices.

Common duties that the role of the clinical assistant include receiving, screening, interviewing, and registering patients or clinical research subjects. The clinical assistant also takes and records vital signs as appropriate to clinic operations and may assist with routine medical procedures as appropriate to training or certification.

They also take on many administrative duties such as answering phone inquiries from patients and others, screening calls to determine the nature and urgency of inquiry, and referring calls as appropriate.

The clinical assistant role also covers the following:

  • Obtains patient histories and insurance approvals as appropriate

  • Prepares and updates medical charts and associated records

  • Enters patient data into files and automated databases

  • Collects, verifies, records, and maintains clinical activity and research

  • Prepares associated reports as required

  • Orders and maintains inventories of supplies, as required to support day-to-day unit clinical and administrative operations

  • Obtains and verifies patient billing information as appropriate to the unit's activities

  • Processes patient accounts and maintains records

What is the role of a clinical assistant?

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