In addition to the expanded lead role, he/she performs all the required functions of a Medical Assistant demonstrating proficiency in assigned clinical responsibilities, as well as serving as a role model for promoting excellent care with compassion, maintaining effective and efficient workflows and interacting with patients, families and other colleagues in a friendly manner promoting excellent patient experiences. Completes pre-visit planning which may include, but not be limited to the review of clinical assessments, Health Care Proxy statuses, immunization statuses, ensuring test results and consult reports are received and available and understands the patient’s purpose for the appointment.