Scheduler Bonita Beach Family Practice

18240 - Central Scheduling




None / Not Applicable

High school diploma or GED required

The Scheduler is responsible for accurately and timely scheduling patient appointments with the appropriate information obtained. The scheduler is responsible for obtaining all information to ensure verification and authorization of services provided can be obtained. Scheduler duties will vary based on the business unit or office associated with the Scheduler role.


• Schedulers input/output procedures for various NCH Healthcare System teams.

• Obtains appropriate authorization and/or pre-certification for referrals from insurance companies; notifies patients and physician of referral completion; may schedule patient appointment with specialists under instructions of physician.

• Accurately enters charges for all services performed and enters payment information for each payment collected as necessary.

• Examines patient charts for referral authorizations, documents and updates medical records as necessary; obtains appropriate physician signatures.

• Educates patients and practice staff regarding insurance requirements, benefits, and procedural preparation.

• Obtain required personal information necessary to identify all new and existing patients and the correct demographic and preliminary financial information to enable the creation of new patient medical records and the pre-processing of required authorization / pre-certifications before the appointed visit.

• Prioritize all insurance coverage – primary / secondary / tertiary etc. Enter properly into demographic record.

• Accurately identifies patients using appropriate search methods (DOB, SSN, etc.) to identify.

• Enter diagnostic, specialty, and surgical referrals in the automated system. Track the test until results have been signed and dated by providers. Notify patient of test outcome. Close referral in the automated system.

• Copies insurance cares and scans into Centricity. Obtain and photocopy all pertinent insurance information, other healthcare, or financial assistance program documents, driver's license, etc.

• Verifies patient information on file is accurate and updated as per company standards; updates patient data when insurance, address, or other information has changes. Understands when to correct data or create new file.

• Inputs data to MTDS to meet FDA required tracking.

• Obtain all consents for treatment, including forms for the release of medical information and patient's acceptance of financial responsibility for all services rendered, when applicable.

• Completes required Medicare questionnaires (ABN Forms) for appropriate patients and tests under Medicare guidelines.

• Serves as point of first contact for physicians, providers, nurses, regarding surgery scheduling operations.

• Accurately and completely processes physician's referrals and orders and enters the tests into NextGen; should be well versed with NG templates and ordering.

• Maintain patient clinical forms (i.e. prescriptions, laboratory requisitions, etc.) for patient pick-up.

• Ensures respective patient medical record information, all collected forms and photocopied documentation, are placed in the patient chart or Next Gen/EMR in the proper location.

• Give Patient standardized preliminary clinical instructions and directions in preparation for a scheduled office visit, radiological test, or procedure as needed.


• High school diploma or equivalent required.

• 1 years of experience in health related or human service organization preferred.

• Familiar with basic medical terminology and medical terminology associated with the specialty business preferred.