Annual Wellness Visit Coordinator CMA - Colonial Healthcare

Opportunities with Colonial Healthcare, part of the Optum family of businesses. Join our team and advance your career within a leading primary care and specialty medical practice that prides itself on family-focused, patient-centric care. With over 25 years of experience, offices across Sumter, Columbia, Camden, and Manning, SC, and a commitment to reducing wait times and integrating cutting-edge medical advancements, we offer a supportive environment where you can grow professionally. Our dedication to improving the quality of life for our patients through coordinated care and advanced diagnostic services is unwavering. Be part of a network that values Caring. Connecting. Growing together.

The Annual Wellness Visit Coordinator (AWVC) is responsible for reviewing a patient's chart and paperwork in preparation of the patient's wellness visit to ensure they are up to date with all medical information, procedures, vaccinations, testing, etc. and providing this information to the provider team.

Primary Responsibilities:

Patient Care (may include but not limited to)

• Accurately documenting medical history, and patient forms information for the provider
• Intake of Vitals (B/P, Height, Weight, Glucose, HR, BMI)
• Education to patients on procedure, treatment, medications and assisting with questions from the Annual Wellness Packet
• Maintain patient confidentiality on all encounters (HIPPA)
• Partner with other departments to facilitate quality of care (radiology, lab, pharmacy, nuclear medicine etc.)
• Other duties as assigned such as new models of quality care and value if they are due for any testing they inform the provider etc.

Administrative Tasks (may include but not limited to)

• Schedule patients for follow up/lab appointments
• Scan in patient information/ documents
• Maintain clinical compliant logs for Practice Health & Safety
• Assisting providers by closing care gaps on Optum ProPortal, Cozeva and other insurance requirements i.e. (BCBS, Humana, Aetna, etc. as plans and value grow)

Clinic Operations/General Responsibilities (may include but not limited to)

• Float to other clinics as needed
• Cross training on Nurses Station, Lab, Front Desk and Scribe
• Proactively identity any safety concerns to Site Manager
• Train other clinical staff on job duties

You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications:

• High school degree or equivalent
• Certified Clinical Medical Assistant (CCMA)/ Certified Residential Medical Aide (CRMA) or a Licensed Practical Nurse (LPN) or Registered Nurse (RN) License or education of higher
• Knowledge of federal, state and local laws and regulations including OSHA and HIPAA requirements
• Knowledge of computerized information systems (EMR) used in clinical management settings
• Knowledge of medical terminology

Preferred Qualification:

• 1+ years working in a healthcare setting

Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $16.15 to $28.80 per hour based on full-time employment. We comply with all minimum wage laws as applicable.

At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.

UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.

Client-provided location(s): Sumter, SC

Job ID: UHG-2347211

Employment Type: OTHER

Posted: 2026-04-11T00:45:16