Job Description

Duties Include:

• Check patients in and verify demographics including telephone numbers, addresses, guarantor and insurance information at each visit
• Scan Insurance card and link insurance in patient’s chart
• Update new paperwork yearly
• Obtain proper documentation for SFS applicants and calculate household income accurately and acquire second signature for verification
• Capture picture of the patient if not already done
• Distribute patient questionnaires when necessary
• Answer telephones courteously and send patient messages to appropriate staff
• Schedule appointments
• Call and remind patients of their upcoming appointments
• Collect co-pays, deductibles and outstanding balances on patient accounts
• Post co-pays and SFS payments as pre-payments
• Check eligibility on patients not included in the daily batch, i.e. walk ins or work ins
• Review insurance eligibility and address any errors with eligibility as the patient checks in at each visit
• Scan paper documents into patients chart when completed
• Must be able to perform check out duties as well on days covering both positions
• Ensure daily workflow is maintained
• Other duties as assigned

Requirements

Education: High school diploma.

Experience: Minimum one year of experience in a medical setting, preferably in a scheduling role.

Other requirements: Proficient medical terminology skills,

Performance Requirements:

Knowledge:

• Knowledge of medical practice protocols related to scheduling appointments.
• Knowledge of manual/computerized scheduling systems.
• Knowledge of customer service principles and techniques.

Skills:

• Skill in communicating effectively with providers and Medical Assistants about scheduling preferences.
• Skill in maintaining master appointment schedule via manual or computerized means.
• Skill in producing reports about appointment patterns as needed.

Abilities:

• Ability to multitask effectively, dealing with phone calls, in-office patients, staff, and others pleasantly.