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Welltality

Role overview

Qualifications

  • Certified Medical Assistant (required)
  • Previous experience in phone-based or call center work
  • Excellent communication and patient engagement skills
  • Tech-savvy with experience using EMRs and Microsoft Office

Responsibilities

  • Conduct Annual Wellness Visit questionnaires over the phone with patients
  • Make outbound calls to schedule and complete screenings
  • Accurately document patient information in EMR systems
  • Identify eligible patients and assist with scheduling

Key facts

Other skills

  • Microsoft Office
  • Communication
  • Time Management
  • Reliability
  • Detail Oriented

About the company

Welltality logo

Welltality

We approach preventative medicine with its original intent, to improve patient outcomes while reducing cost. Our founding principle for Welltality is to deliver a win-win-win situation. A win for the patient, physician, and the payer. We believe that if you use best practice preventative techniques, listen to the patient, and then enact change, as a result patient outcomes, life expectancy, quality of life, and the patients’ Annual Wellness Visit experience can all be remarkably positive. At the same time, we improve primary care physicians’ quality measures, patient engagement, and revenue. Finally, we reduce costs in the system for Medicare by making patients healthier, reducing expensive future care, and driving simple behavioral changes with more caring, individualized attention from less expensive providers. The healthcare system today, through the Annual Wellness Visit, has a great opportunity to make a massive positive impact. It requires relentless high-quality execution, outreach, and patient focus. That is what we aim to deliver, and why we started Welltality.

Company details

Company size11 - 50

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Job description

Welltality is seeking a dependable, detail-oriented Certified Medical Assistant (CMA) to join our growing remote team. This role is ideal for someone who thrives in a structured, phone-based environment and enjoys making a direct impact on patient care.

As a CMA with Welltality, you will play a key role in completing Medicare Annual Wellness Visit (AWV) pre-screenings and helping patients stay on track with their healthcare.

💻 What You’ll Do

  • Conduct Annual Wellness Visit questionnaires over the phone with patients
  • Make outbound calls to schedule and complete screenings
  • Accurately document patient information in EMR systems (NextGen, etc.)
  • Identify eligible patients and assist with scheduling
  • Maintain clear, professional communication with patients and clinic staff
  • Ensure all documentation is complete, accurate, and compliant
  • Meet daily and monthly performance expectations

📊 What Success Looks Like

  • Comfortable handling high call volume daily
  • Ability to maintain efficient call times (typically under 30 minutes)
  • Consistently meeting productivity expectations (~1.1 screenings/hour)
  • Strong attention to detail with minimal errors
  • Reliable attendance and consistent communication

✅ What We’re Looking For

  • Certified Medical Assistant (required)
  • Previous experience in phone-based or call center work strongly preferred
  • Excellent communication and patient engagement skills
  • Comfortable working in a fast-paced, metrics-driven environment
  • Highly dependable with strong time management and accountability
  • Tech-savvy with experience using EMRs and Microsoft Office
  • Bilingual (Spanish) is a plus

🏡 Work Environment Expectations

  • This is a fully remote position (32–40 hours/week)
  • Must have a quiet, distraction-free workspace
  • Must be able to remain fully engaged and available during scheduled hours
  • Reliable internet connection required

💲 Compensation & Perks

  • $17–$18/hour based on experience
  • Monthly performance-based bonus opportunities
  • Consistent full-time hours
  • Supportive team environment with ongoing coaching and feedback

📌 Why Join Welltality?

At Welltality, we focus on delivering meaningful healthcare support that improves patient outcomes. Our team plays a vital role in helping patients stay proactive with their care while supporting physician practices nationwide.

We value accountability, teamwork, and continuous improvement, and we’re looking for individuals who take pride in their work and want to grow with us.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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