Summary: A clerical position responsible for greeting patients/visitors in a prompt, courteous, and professional manner; registering the patient for their appointment(s), assuring that all of their demographic data and contact information is correct and complete; and collecting the appropriate payment due for services rendered following their visit.
Essential Job Responsibilities:
Greet visitors courteously and assist them as appropriate (in person or on the phone depending on clinic location).
Greet patients making eye contact and extending a verbal greeting as they enter the clinic or approach the registration and/or check-out counter.
Assure that all demographic information, including insurance, is correct and complete as it appears in NextGen.
Enter any corrections into the system.
If the patient’s medical history is not in Urochart, give the patient an abbreviated history form to complete and take to the nurse/medical assistant (MA).
Check for referral/authorization as needed.
Request, receive and post co-payments from the patient during check-in process.
Request, receive and posts co-insurance and deductibles during check-out process.
Prepare patient charts for clinical staff.
Check the patient in via NextGen for all scheduled appointments.
Instruct patient regarding any required lab specimens.
Interact with and direct visitors by contacting the appropriate staff member as needed.
Balance individual cash drawer following policy and procedure on a daily basis.
Assist with other operational duties as requested depending on location, patient flow, and staffing.
Requests may include scanning/filing medical records and entering lab charges.
May also be asked to room patients occasionally (non-essential).
Education Requirements: High School diploma.
Experience Required: Minimum of one year experience in medical office reception or registration in a multi-physician environment.
Minimum of one year customer service experience.
Other Requirements: Attire is business casual.
Performance Requirements (Knowledge, Skills & Abilities):
Knowledge:
Knowledge of medical and insurance terminology, specifically collecting co-pays & co-insurance and of the services provided by the practice;
Knowledge of basic math skills;
Good command of English language.
Knowledge of Spanish is a plus.
Skills in:
Establishing and maintaining effective working relationships with other employees, patients, organizations, and the public; and
Handling large patient volumes, registering patients for multiple physicians, and working under pressure.
Ability:
Ability to communicate in writing, over the telephone, and in person with office staff and patients.
Ability to recognize, evaluate, solve problems, and correct errors.
Ability to multi-task and stay focused on the immediate task.
Ability to interact with patients, medical and administrative staff, and the public effectively.
Elicits appropriate information to route calls and assist persons with their needs.
Prevents, calms, or defuses irate or upset patients by working with them to identify concerns and find assistance for them.
Equipment Operated: Standard office equipment including computers, fax machines, copiers, printers, scanners, telephones, etc.
Work Environment: Position is in a well-lighted, temperature-controlled office environment.
Mental/Physical Requirements: Daily activity is 80 percent sitting and 20 percent walking or standing.
Requires corrected vision and hearing to normal range.
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