General Summary: A nonexempt, clerical position responsible for making appointments for patients following medical/ Dental practice procedures. Tasks may be integrated into another position.
Essential Job Responsibilities:
- Schedules appointments for patients either by phone or in person. Clinic offers after-hours/one-day appointments, representative will schedule these appointments following walk-in protocols.
- Uses electronic medical record program to match physician/clinician availability with patient's preferences in terms of date and time.
- Maintains scheduling system so records are accurate and complete and can be used to analyze patient/staffing patterns. Ensures that updates (e.g., cancellations or additions) are input daily into master schedule.
- Uses customer service principles and techniques to deal with patients calmly and pleasantly.
- Collects patient demographic information (ie address, income verification, ID) and other paperwork as needed.
- Explains financial requirements to the patient and collects co-pays as required. Balances cash drawer daily.
- Demonstrates understanding of HIPPA and protects patient information.
- Other duties as assigned.
Education: High school diploma.
Experience: Minimum one year of experience in an appointment scheduling position, preferably in a medical/Dental practice setting.
Other Requirements: None
Performance Requirements:
Knowledge:
- Knowledge of medical/ Dental practice protocols related to scheduling appointments and health insurance.
- Knowledge of computerized scheduling systems.
- Knowledge of customer service principles and techniques.
Skills:
- Skill in communicating effectively with physicians/clinicians about scheduling preferences.
