§ Greets all incoming patients in a friendly manner.
§ Verifies and obtains demographic and financial data from the patient or their representative and updates patient record as necessary. Need to update patient information yearly.
§ Verifies patient identity, scans identification card to EMR if not already present and updates annually.
§ Copies/scans new insurance cards, and forwards patient demographics to the Business Office, along with making changes to patient record at the clinic. Verifies insurance information at each appointment.
§ Observes strict patient confidentiality in dealing with patients, clinic and hospital matters.
§ Notifies nurse or provider as patients check in.
§ Attends required meetings and participates in committees as needed.
§ Makes all future appointments for patients.
§ Makes appointments over the telephone.
§ Updates the schedule and makes all schedule changes.
§ Answers all incoming calls within three rings whenever possible.
§ Properly routes calls that need immediate handling.
§ Takes messages on calls to be returned and ties them with correct patient.
§ Requests fees from the patient upon check in and issues a receipt.
§ Balances the day and cash drawer as well as petty cash drawer/receipts.
§ Checks and deletes all no-show and cancelled tickets.
§ Maintains professional demeanor at all times with patients, providers and co-workers.
§ Accurately and efficiently registers all patients.
§ Pulls and routes patient records for patient care encounters.
§ Copies patient’s records as indicated per requestor and obtains necessary releases.
§ Sorts and routes mail.
§ Places transcribed reports into correct record.
§ Pulls obsolete records and files in storage area
§ Interactions with internal customers (i.e. materials management, business office, other physician offices), physicians, patients and patient’s families require tact, good judgment and thoughtful consideration.