Experienced Medical Receptionist

MR-2: Entry-Level Medical Receptionist 

Experience Requirement: 0–2 Years Focus: Skill Acquisition, Accuracy, and Protocol Adherence 

Key Responsibilities 

• Manage front desk operations independently

• Opening the office at 7:45am Mon - Fri. 

• Begin to verify insurances for all patients scheduled overnight 

• Verifying insurance for next day

• Check in and greet patients kindly. Setting the tone for creating a positive experience for every single office visitor. 

• Educate patients on our office policies and procedures. Assist patients on navigating their insurance information and educate them on things such as deductibles, copays and denials.  

• Collecting outstanding balances & copays, including deductibles, coinsurances, etc. 

• Kyruus/Athena check-in  (keep up with Kyruus arrival management & Ins inbox)

• Assignment of benefits, expired signatures, collecting copays/balance, verifying demographics, confirming pharmacy, updating preferred lab, ets

• Collecting balances at the front/Communicate balance and insurance information to patient 

• Taking/uploading patients' picture

• Scanning/updating patient’s insurance card

•  Verifying the PCP on file prior to patient’s appointment 

• Scanning/updating patient’s DL

• Checking out patients 

- Printing referrals

-Printing labs orders

-scheduling follow up appts

• Creating ticklers for annual physicals

• Keep Pre-op log up to date

• Creating a case for the billing dept for miscellaneous charges ( forms,ppd skin test, etc)

• Educate patients on how to connect to Telem appts if needed

• Monitor Athena staff chat and respond accordingly in a timely manner

• Collect and Deposit any cash collected into the safe every evening

• Close the batch at the end of their shift, reconcile the cash with Athena and dropping the money into the safe

• Calling new patients to verbally confirm appointments (for any pending, Aries assists)

• Scanning paper documents daily (progress notes, vaccine consent forms, etc
  Create patient payment plans
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Mentorship 

· Acts as a preceptor for externs 

· Assists with onboarding and orientation of MA-1 staff 

Competency Level 

· Fully independent in daily duties 

· Demonstrates strong front desk judgment 

· Trusted to manage complex workflows 

Qualifications 

· Strong EHR proficiency and organizational skills 

· Ability to prioritize and work independently