Skip to main content

Main menu

  • Home
  • Current Issue
  • Content
    • Current Issue
    • Early Access
    • Multimedia
    • Podcast
    • Collections
    • Past Issues
    • Articles by Subject
    • Articles by Type
    • Supplements
    • Plain Language Summaries
    • Calls for Papers
  • Info for
    • Authors
    • Reviewers
    • Job Seekers
    • Media
  • About
    • Annals of Family Medicine
    • Editorial Staff & Boards
    • Sponsoring Organizations
    • Copyrights & Permissions
    • Announcements
  • Engage
    • Engage
    • e-Letters (Comments)
    • Subscribe
    • Podcast
    • E-mail Alerts
    • Journal Club
    • RSS
    • Annals Forum (Archive)
  • Contact
    • Contact Us
  • Careers

User menu

  • My alerts

Search

  • Advanced search
Annals of Family Medicine
  • My alerts
Annals of Family Medicine

Advanced Search

  • Home
  • Current Issue
  • Content
    • Current Issue
    • Early Access
    • Multimedia
    • Podcast
    • Collections
    • Past Issues
    • Articles by Subject
    • Articles by Type
    • Supplements
    • Plain Language Summaries
    • Calls for Papers
  • Info for
    • Authors
    • Reviewers
    • Job Seekers
    • Media
  • About
    • Annals of Family Medicine
    • Editorial Staff & Boards
    • Sponsoring Organizations
    • Copyrights & Permissions
    • Announcements
  • Engage
    • Engage
    • e-Letters (Comments)
    • Subscribe
    • Podcast
    • E-mail Alerts
    • Journal Club
    • RSS
    • Annals Forum (Archive)
  • Contact
    • Contact Us
  • Careers
  • Follow annalsfm on Twitter
  • Visit annalsfm on Facebook
Research ArticleOriginal Research

Patterns of Relating Between Physicians and Medical Assistants in Small Family Medicine Offices

Nancy C. Elder, C. Jeffrey Jacobson, Shannon K. Bolon, Joseph Fixler, Harini Pallerla, Christina Busick, Erica Gerrety, Dee Kinney, Saundra Regan and Michael Pugnale
The Annals of Family Medicine March 2014, 12 (2) 150-157; DOI: https://doi.org/10.1370/afm.1581
Nancy C. Elder
1University of Cincinnati Department of Family and Community Medicine, Cincinnati, Ohio
MD, MSPH
  • Find this author on Google Scholar
  • Find this author on PubMed
  • Search for this author on this site
  • For correspondence: Nancy.elder@uc.edu
C. Jeffrey Jacobson
1University of Cincinnati Department of Family and Community Medicine, Cincinnati, Ohio
2University of Cincinnati Department of Anthropology, Cincinnati, Ohio
PhD
  • Find this author on Google Scholar
  • Find this author on PubMed
  • Search for this author on this site
Shannon K. Bolon
3Bureau of Health Professions, Health Resources and Services Administration, Cincinnati, Ohio
MD, MPH
  • Find this author on Google Scholar
  • Find this author on PubMed
  • Search for this author on this site
Joseph Fixler
4University of Cincinnati College of Medicine, Cincinnati, Ohio
BA
  • Find this author on Google Scholar
  • Find this author on PubMed
  • Search for this author on this site
Harini Pallerla
1University of Cincinnati Department of Family and Community Medicine, Cincinnati, Ohio
MS
  • Find this author on Google Scholar
  • Find this author on PubMed
  • Search for this author on this site
Christina Busick
1University of Cincinnati Department of Family and Community Medicine, Cincinnati, Ohio
BA, BS
  • Find this author on Google Scholar
  • Find this author on PubMed
  • Search for this author on this site
Erica Gerrety
5University of Cincinnati College of Nursing, Cincinnati, Ohio
BSN
  • Find this author on Google Scholar
  • Find this author on PubMed
  • Search for this author on this site
Dee Kinney
6University of Cincinnati Clermont College, Cincinnati, Ohio
MA, RD, CMA
  • Find this author on Google Scholar
  • Find this author on PubMed
  • Search for this author on this site
Saundra Regan
1University of Cincinnati Department of Family and Community Medicine, Cincinnati, Ohio
PhD
  • Find this author on Google Scholar
  • Find this author on PubMed
  • Search for this author on this site
Michael Pugnale
4University of Cincinnati College of Medicine, Cincinnati, Ohio
BS
  • Find this author on Google Scholar
  • Find this author on PubMed
  • Search for this author on this site
  • Article
  • Figures & Data
  • eLetters
  • Info & Metrics
  • PDF
Loading

Article Figures & Data

Tables

  • Additional Files
    • View popup
    Table 1

    Case Studies of Clinician-MA Relationships

    Office 1: Mature practice, physician couple owned
    At this decade-old, 2-physician–owned office, the physicians personally hired all the MAs. Physicians and a senior MA who functions as a supervisor shared daily management. There was little socializing, but there were regular meetings held between the physicians and the MAs. No regular evaluations of the MAs were performed by the physician or the supervisor. There was low MA turnover. The physicians did not allow the MAs to answer patient questions without physician permission, but the MAs stated they performed this function independently. Follow-up: office has not applied for NCQA PCMH certification.
    Office 2: Mature practice, formerly physician owned, now health system owned
    This decade-old, 3-clinician (2-physician, 1-FNP) office was recently purchased from the physician owners by a nonprofit health system. The physicians initially hired the MAs, who were managed by the office manager; however, responsibility for these tasks was less clear under the new ownership. Frequent socializing occurred between clinicians and MAs within the office setting, and regular meetings were held between the staff and clinicians. The office manager has performed evaluations of the MAs with clinician input in the past, but not recently. There was low MA turnover. The clinicians felt they had adequately trained the MAs over the years and trusted their medical acumen to answer patient questions and provide patient education. Follow-up: office has NCQA PCMH certification.
    Office 3: Mature practice, physician owner retired, now health system owned
    This decades-old solo physician office was recently purchased by a nonprofit health system when the owner retired. A relatively new physician was hired for the office. The MAs included those who worked with the previous physician and new hires by the health system. The physician socialized and ate lunch with the MAs and held regular meetings with the staff. Neither the physician nor the MA supervisor performed regular evaluations of the MAs. There was MA turnover during the sale of the practice, but little since then. The clinician felt she knew the MAs from their meetings and frequent conversations and trusted their medical acumen to answer patient questions and provide patient education. Follow-up: office has NCQA PCMH certification.
    Office 4: New practice, health system owned
    This 2-year-old, 3-physician office was started by a nonprofit health system to build a practice that in the future might house a family medicine residency. The physicians were recent graduates. All the MAs were hired by the health system with no physician input. No physician had responsibility for training or overseeing the MAs; the MA supervisor and office manager for several primary care offices provided direct management to the MAs. There was minimal socializing at lunch or breaks between MAs and clinicians. The physicians and staff held regular meetings. There was no regular evaluation or feedback of MA performance. There was high MA turnover. The clinicians did not trust their MAs’ clinical acumen, but they did not train or oversee them. Follow up: major physician and staff personnel changes, office has NCQA PCMH certification.
    Office 5: Mature practice, physician owned
    At this decades-old, 2-clinician (physician, nurse practitioner), physician-owned office, the physician personally hired all the MAs and provided day-to-day management. MAs and clinicians frequently lunched on site together, there were regular meetings between staff and clinicians, and each year, the practice closed for several days and the physician took all the staff on a short vacation together. Although there was some business conducted, it was primarily a social event. The physician clearly defined both the clinical and clerical roles, but regular evaluation and feedback was inconsistent. Communication between MAs and between MAs and clinicians occasionally escalated to tears. There was little staff turnover. There were strict protocols for what clinical advice MAs could give to patients, and work was in a central area where physician was able to observe patient-MA interactions. Follow-up: office has not applied for NCQA PCMH certification.
    • FNP = family nurse practitioner; MA = medical assistant; NCQA = National Committee for Quality Assurance; PCMH = patient-centered medical home.

    • View popup
    Table 2

    Characteristics of Participating Clinicians, MAs, and Offices

    CharacteristicOffice 1Office 2Office 3Office 4Office 5
    Cliniciansa
    Number 2 3 1 3 2
    Sex, % women 50 33100 33100
    Age, mean, y 44 51 30 34 55
    Race, % white 0 66100100100
    Mean years as clinician 13 27 2 7 13
    Mean years at this office 12 19 1 2 9
    MAs
    Number 5 4 5 2 3
    Sex, % women100100100100100
    Age, mean, y 55 45 58 32 53
    Race, % white 60100 80 0100
    Certified (CMA or RMA), % 25 66 25 0 50
    Mean years as MA 13 13 29 116
    Mean years at this office 5 9 5 1 8
    Offices
    Ownership of practicePhysicianHealth systemHealth systemHealth systemPhysician
    Patient composition, %
     Medicare 16 25 55 15 15
     Medicaid/uninsured 16 1 2 51 5
     Private insurance 68 74 43 34 80
    Office locationRural/suburbanUrbanSuburbanUrbanRural/suburban
    • CMA = certified medical assistant; MA = medical assistant; RMA = registered medical assistant.

    • ↵a Physicians and nurse practitioners.

    • View popup
    Table 3

    Perceived Benefits of Nurses and MAs in Family Medicine Offices

    GroupClinician PerceptionsMA Perceptions
    Nurses (RNs and LPNs)Starting IVsStarting IVs
    Ability to answer patient questionsRNs only (not LPNs): ability to answer patient questions
    Assessing and triaging patient clinical concerns
    Teaching patients
    Ability to provide clinical information (eg, results) to patients
    Independence to work with less supervision
    Less on-the-job training needed
    MAsLower salaryLower salary
    Trained in clerical office workTrained in clerical office work
    Able to serve in back and front officeAble to serve in back and front office
    More malleable to on-the-job training
    Often from lower SES; may connect with lower-SES patientsSufficient knowledge to handle all office-based medical questions, education, and care
    • IV = intravenous line; LPN = licensed practical nurse; MA = medical assistant; RN = registered nurse; SES = socioeconomic status.

    • View popup
    Table 4

    Components of the Trust and Verify Model by Office

    OfficeTrust and VerificationMA Hiring and ManagementSocial Familiarity
    Office 1Low trust, low verificationHands onHigh
    Office 2High trust, low verificationHands onHigh
    Office 3High trust, low verificationHands offHigh
    Office 4Low trust, low verificationHands offLow
    Office 5Low trust, high verificationHands onHigh
    • MA = medical assistant.

Additional Files

  • Tables
  • The Article in Brief

    Patterns of Relating Between Physicians and Medical Assistants in Small Family Medicine Offices

    Nancy C. Elder , and colleagues

    Background Medical assisting is one of the fastest growing professions in the United States, and MAs are vital to new primary care practice models, yet little is known about their relationships to the clinicians with whom they work. This study aimed to understand MA roles and describe the clinician-MA relationship.

    What This Study Found MAs' roles in small practices are determined by their career motivation and relationship with the clinician(s) with whom they work. Based on these findings, the authors propose a new model for this relationship, which they call trust and verify, characterized by different configurations of physician trust and verification of MA?s clinical activities.

    Implications

    • These findings may assist small offices undergoing practice transformation and guide future research to improve education, training and the use of MAs in the family medicine setting.
PreviousNext
Back to top

In this issue

The Annals of Family Medicine: 12 (2)
The Annals of Family Medicine: 12 (2)
Vol. 12, Issue 2
March/April 2014
  • Table of Contents
  • Index by author
  • Back Matter (PDF)
  • Front Matter (PDF)
  • In Brief
Print
Download PDF
Article Alerts
Sign In to Email Alerts with your Email Address
Email Article

Thank you for your interest in spreading the word on Annals of Family Medicine.

NOTE: We only request your email address so that the person you are recommending the page to knows that you wanted them to see it, and that it is not junk mail. We do not capture any email address.

Enter multiple addresses on separate lines or separate them with commas.
Patterns of Relating Between Physicians and Medical Assistants in Small Family Medicine Offices
(Your Name) has sent you a message from Annals of Family Medicine
(Your Name) thought you would like to see the Annals of Family Medicine web site.
CAPTCHA
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.
12 + 6 =
Solve this simple math problem and enter the result. E.g. for 1+3, enter 4.
Citation Tools
Patterns of Relating Between Physicians and Medical Assistants in Small Family Medicine Offices
Nancy C. Elder, C. Jeffrey Jacobson, Shannon K. Bolon, Joseph Fixler, Harini Pallerla, Christina Busick, Erica Gerrety, Dee Kinney, Saundra Regan, Michael Pugnale
The Annals of Family Medicine Mar 2014, 12 (2) 150-157; DOI: 10.1370/afm.1581

Citation Manager Formats

  • BibTeX
  • Bookends
  • EasyBib
  • EndNote (tagged)
  • EndNote 8 (xml)
  • Medlars
  • Mendeley
  • Papers
  • RefWorks Tagged
  • Ref Manager
  • RIS
  • Zotero
Get Permissions
Share
Patterns of Relating Between Physicians and Medical Assistants in Small Family Medicine Offices
Nancy C. Elder, C. Jeffrey Jacobson, Shannon K. Bolon, Joseph Fixler, Harini Pallerla, Christina Busick, Erica Gerrety, Dee Kinney, Saundra Regan, Michael Pugnale
The Annals of Family Medicine Mar 2014, 12 (2) 150-157; DOI: 10.1370/afm.1581
Twitter logo Facebook logo Mendeley logo
  • Tweet Widget
  • Facebook Like
  • Google Plus One

Jump to section

  • Article
    • Abstract
    • INTRODUCTION
    • METHODS
    • RESULTS
    • DISCUSSION
    • Footnotes
    • References
  • Figures & Data
  • eLetters
  • Info & Metrics
  • PDF

Related Articles

  • PubMed
  • Google Scholar

Cited By...

  • Barriers and Facilitators to Expanding Roles of Medical Assistants in Patient-Centered Medical Homes (PCMHs)
  • Teamlets in Primary Care: Enhancing the Patient and Clinician Experience
  • In This Issue: Building Blocks for Improving Practice
  • Google Scholar

More in this TOC Section

  • Teamwork Among Primary Care Staff to Achieve Regular Follow-Up of Chronic Patients
  • Shared Decision Making Among Racially and/or Ethnically Diverse Populations in Primary Care: A Scoping Review of Barriers and Facilitators
  • Convenience or Continuity: When Are Patients Willing to Wait to See Their Own Doctor?
Show more Original Research

Similar Articles

Subjects

  • Methods:
    • Qualitative methods
    • Cross-disciplinary
  • Other research types:
    • Professional practice
  • Core values of primary care:
    • Relationship
  • Other topics:
    • Patient-centered medical home

Keywords

  • allied health personnel
  • work relationships
  • interpersonal relations
  • medical staff
  • practice dynamics
  • teams
  • primary care
  • practice-based research

Content

  • Current Issue
  • Past Issues
  • Early Access
  • Plain-Language Summaries
  • Multimedia
  • Podcast
  • Articles by Type
  • Articles by Subject
  • Supplements
  • Calls for Papers

Info for

  • Authors
  • Reviewers
  • Job Seekers
  • Media

Engage

  • E-mail Alerts
  • e-Letters (Comments)
  • RSS
  • Journal Club
  • Submit a Manuscript
  • Subscribe
  • Family Medicine Careers

About

  • About Us
  • Editorial Board & Staff
  • Sponsoring Organizations
  • Copyrights & Permissions
  • Contact Us
  • eLetter/Comments Policy

© 2025 Annals of Family Medicine