Responsible for performing all aspects of the patient encounter from scheduling appointments, registering new patients, screening by phone or in person all patients through the check-out process and charge ticket review, batching and/or direct charge entry within an established & acceptable error rate; collects payments from patients; assumes responsibility for one or more functional areas as described based on daily assignments from Clinic Manager; assures that all paper work, documentation and medical records are ready and available at the time patients arrive for clinic visits.
Daily Operations
- Performs front office and other clerical duties including, but not limited to: answers phones in a courteous and professional manner; greets all patients and confirms their appointment time; directs patient flow to assure smooth activity; pulls the medical record for those calls requiring it; opens and sorts mail; monitors waiting room activities, maintains clean waiting areas.
- Accurately schedules all patient appointments and return appointments based on physician or student doctor and medical specialty; obtains, verifies and records patient demographic information including all insurance information required by the appointment system; verifies financial eligibility of all patients scheduled; obtains necessary authorizations based on patient’s insurance requirements; confirms all appointments within 48 hours of scheduled time; makes referral appointments for patients; performs scheduling maintenance as required by the system.
- Responsible for collection activities in the service area to include co-payments, deductibles, non-covered services and self-pay balances;
- Schedules revisit appointments as needed; conducts patient call backs as directed by provider.
- Receives and processes payments per cash management policy and procedures; balances cash drawer at end of shift/day with daily balancing proof sheet;
- Perform other duties as assigned. Duties will be assigned in other clinic service areas as patient needs required.
Required Skills
- Ability to work with little direct daily supervision.
- Knowledge of data collection procedures.
- Ability to prepare proposals and produce technical documents.
- Ability to express ideas clearly and concisely verbally and in writing, including the ability to analyze and extract data from conversation and document.
- Good interpersonal skills necessary to allow participant recruitment and to establish and maintain effective working relations with other study personnel.
- Reasonable typing skills.
- Knowledge of data base management.
- Knowledge or willingness to learn analytical software such as SPSS, SAS…
- Basic computer skills to include Microsoft Office components (Access, Word, Excel, PowerPoint)
- Must have personal transportation
Required Education and Experience
- High School diploma or equivalent is required.
- Two years of experience as a medical receptionist, insurance processor or a similar position in a medical office, hospital, insurance company, health plan or other health related facility.
- Experience with computerized scheduling and billing systems.
- Bilingual preferred.