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POSITION SUMMARY
Provides medical office assistance according to established policies and procedures; greets patients and responds to inquiries; obtains necessary information for accurate billing; ensures patients have information necessary for registration process, follow-up appointments, and future communications. The Registration Representatives are the “voice” of the health centers and often give customers their first impression of CCHS. This position fields incoming calls and questions, referring callers to appropriate sources, transferring callers efficiently, and taking detailed and accurate messages for staff members.
 KEY RESPONSIBILITIES
1. Greets patients. Answers questions from patients, when possible, or refers questions to appropriate alternative source.
2. Facilitates completion of registration forms.
3. Obtains updated patient demographic information and enters it into the practice management information system.
4. Verifies insurance and PCP selection, if applicable.
5. Establishes method of payment and collects co-payment (s), deductibles and payment for insurance and/or sliding fee.
6. Schedules some outpatient tests and procedures dictated by providers in accordance with insurance company guidelines.
7. Completes Daily Activity Reports at the end of the business day.
8. Counts monies collected and totals cash drawer at the end of each business day.
9. Schedules appointments via computer scheduling system, taking into account doctors’ weekly schedules, including on-call schedules.
10. Takes detailed phone messages for administrators, physicians, nurses, and other staff members, including date, time, and operator’s initials; emails messages to nurses from physician offices.
11. Schedules appointments and makes reminder calls for patient appointments and recall services within the health centers and dental centers.
12. Answers and routes all incoming telephone calls, ensuring callers are directed to appropriate location properly and quickly; uses overhead paging system effectively, when needed.
13. Performs other duties as required.
JOBS THIS POSITION DIRECTLY SUPERVISES
 If no supervisory duties, leave blank
 POSITION REQUIREMENTS
Education: High school diploma.
Experience: Bilingual with two to four years of clerical experience, preferably in a medical setting.
Licenses or Certifications: N/A
Mental Requirements:
Level 1 – Requires some concentration and normal attention. Generally, once the job is learned, the tasks can be performed more or less automatically. | |
X | Level 2 – Requires high periods of concentration intermittently and normal attention. Generally, even once the job is learned, tasks will require normal attention to deal with recurring variables. |
Level 3 – Requires a high level of concentration and high level of attention intermittently. Generally, the approach to tasks may be consistent, but the number of steps required and/or the number of variables involved creates the possibility of errors unless the incumbent pays close attention. |
Physical Requirements
Activity | Approximate % of Time | Comments |
Sitting | 70% | |
Standing | 15% | |
Walking | 15% | |
100% |
Approximate percentage of time spent lifting, pulling and/or pushing:Â 30%
Maximum number of pounds required (with or without assistance): 15 pounds
Types of objects the incumbent is required to lift/pull/push. Boxes
Machines and Equipment Used:
Machines, Equipment, Tools | Approximate % of Time | Degree of Hand:Eye Coordination Required |
| 95% | Normal |
| 100% | High |
| 85% | Normal |
| 100% | Normal |
| 15-20% | Normal |
Approximate percentage of time incumbent spends in “on-the-job” travel, excluding commuting to regular work location: 0%
Working Conditions
Clinic setting with no barriers from the patients; risk exposure to infectious disease.
Other Requirements:
The specifics of each position will vary somewhat from one location to another.
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