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POSITION SUMMARY:
Performs various clerical duties for office manager, or providers including: answering
telephones, taking messages, scheduling appointments, copying, and creating/scanning charts.
Responsible for data entry and patient account follow up, as well as monthly reports.
DUTIES AND RESPONSIBILTIES
• Answer and screens high volume telephone calls in a courteous manner, and record
messages for providers and other personnel.
• Schedule patient appointments and procedures according to established policies and
• procedures.
• Check-in patients upon arrival at the office as well as check-out upon departure.
• Obtain accurate information from patients and ensure all registration forms are complete.
• Collect patient and insurance payments and reconcile charges on a daily basis.
• Verify account balances and refunds for accuracy. Provide information to patients
regarding unpaid balances.
• File records in appropriate sections of patient charts in EMR.
• Prepare patient charts in advance and scan documents into charts in EMR.
• Transcribe letters and create forms as needed.
• Maintain files and records in a confidential manner.
• Maintain organization and efficiency of front office, including office supply inventory.
• Maintain patient confidentiality.
• Perform other related duties as directed or assigned
QUALIFICATIONS/ REQUIREMENTS
• High school diploma or GED.
• Minimum of 2 years of experience in a medical office, front office or scheduling experience.
REQUIREMENTS FOR LEVEL I STATUS:
• Entry level (1-4 years’ experience) and/or meet the basic requirements of the job with the
need for additional supervision
• Excess of 4 years’ experience if meeting only the basic requirements of the job with need for additional supervision
PERFORMANCE REQUIREMENTS
• Knowledge of clinic policies and procedures.
• Knowledge of computer programs and applications.
• Knowledge of basic arithmetic to make calculations, balance and reconcile figures, and
make changes accurately.
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