Job Details

JOB SUMMARY: Update patient demographic information on EMR software for both new/established patients before their scheduled appointments. Verify insurance eligibility through computer system. Collect monies owed by patient. Schedule follow up appointments for patients. Close clinic on assigned night.

KEY RESPONSIBILITIES:

• Greet Patients as they enter our facility in a friendly and professional manner.
• Verify cash draw three times daily (opening, noon, closing).
• Established Patient:

1. Check patients in for their scheduled appointments by verifying demographics (address, emergency contact, pharmacy, telephone numbers, insurance company, authorization/consent form).
2. Run eligibility on patient's insurance. If unable to verify patient's coverage by using our eligibility and our websites that are available, then we should notify insurance representative for assistance.
3. Collect copays and balances due on accounts.
4. Send patients to appropriate waiting room area to be seen.

• New Patients:

1. Check patients in for their scheduled appointments by adding demographics (address, emergency contact, pharmacy, telephone numbers, insurance company, authorization/consent form).
2. Scan photo ID and insurance cards into system.
3. Run eligibility on patient's insurance. If unable to verify patient's coverage by using our eligibility and our websites that are available, then we should notify insurance representative for assistance.
4. In the note section of the patient's chart, notate any documentation that may be missing and needed by the patient on the next visit ( insurance card copy, photo id, social security number)
5. Collect copays and balances due on accounts.
6. Have patient complete history and physical forms for those physicians that require this form to be completed prior to the visit as well as the medication form.
7. Send patients to appropriate waiting room area to be seen.

• Answer incoming phone calls regarding prescriptions, medical records, follow up appointments and general information.
• Maintain patient written prescriptions, samples, forms /letters in a locked cabinet while requiring patients/authorized persons to have required identification in order to receive any of the listed items.
• Maintain a log book for signatures to be obtained for all items to be signed off for in item E.
• Scan the daily obituaries and make documentation on charts for any deceased patients, giving the physician a copy of obituary notifying him/her of patient's passing.
• Send messages to physicians/nurses from walk in patients requesting various items (prescriptions, referrals, forms to be completed, and lab results).
• Direct patient's to different areas of the clinic (lab, x-ray, specialist)
• Work in fax server putting documents in patient folders when time permits to help with workload in scan room.
• Prepare receipts for end of day by balancing all credit card slips, cash and checks and then handing them over to poster.
• Count cash drawer verifying it balances then putting in a way for night in designated secure area.

Disclaimer: The job description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties. The responsibilities, tasks, and duties of the jobholder might differ from those outlined in the job description and that other duties, as assigned, might be part of the job.

Requirements

Knowledge, Skills, Abilities and Personal Characteristics:

• Knowledge of medical terminology.
• Knowledge of insurance.
• Customer service skills.
• Basic computer and ten key skills.
• Ability to multi-task.
• Professional phone etiquette and compassionate attitude.

Outcomes:

• Provide excellent customer service skills
• Input demographic information with minimal errors.
• Collect patient balances in a professional manner.
• Communicate with Schedulers and Insurance Department to better serve our patients.

Minimum Qualifications:

• High School Diploma or GED.
• Computer experience a must!

Physical Requirements: Lift up to 10 lbs., must be able to bend, stoop and sit for lengthy periods of time.