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MAJOR FUNCTION
Provides point of contact interface between patients/clients/other customers and clinical units within health
centers in accordance with established the philosophy of the health center; administrative support clerical
functions to unit business operations, including but not limited to ESSENTIAL FUNCTIONS.
ESSENTIAL FUNCTIONS
• Consistently greets all patients/clients/customers via telephone or directly in a culturally sensitive,
personal and professional manner.
• Consistently exhibits behaviors which demonstrate concern and consideration for patient/client/customer
needs.
• Consistently processes all patient and business-related documentation including medical records in a
timely and efficient manner while ensuring confidential integrity of patient-related materials.
• Completes patient referral documents and pre-certifications in time frames determined by the Health
Center. Follow the referral guidelines and provide appropriate clinical information to specialists.
• Adhere to team daily chart check list for patient chart preparation prior to and during patient visits.
• Consistently strives to verify/update computerized patient files as necessary to assure accuracy of data
maintained in information systems.
• Demonstrates ability to work effectively with others by interfacing with clinical teams and other non-
clinical staff to assure efficient patient flow. Coordinates with the clinical teams and patient access teams
to support patient access to care at all times.
• Demonstrate team collaboration to facilitate joy in the work place.
• Provides support to clinical operations by performing and prioritizing clerical functions including, but not
limited to, filing, record-keeping, appointment scheduling, taking prescription requests and requesting
medical records.
• Retrieving information from the fax machine in a timely manner and other general office duties as
assigned.
• Participate in daily team huddles.
• Inputs information in the electronic medical record and scans documents in appropriate locations
according to the tabs. Scans lab and reports in chart according to tabs and filing system.
• Prepares and assist on departmental projects, form completions, and reports.
ADDITIONAL RESPONSIBILITIES:
• Monitors supply quantities and submit requisitions as necessary
• Assist staff with Spanish interpretation if bilingual in Spanish.
• Attend job related training as mandated.
• Performs other duties and assumes other responsibilities as apparent and/or as assigned by Nurse
Care Manager. Duties, responsibilities and activities may change or new ones may be assigned at any
time with or without notice.
Requirements
EDUCATION & EXPERIENCE:
• High school diploma or general education degree (GED) required; minimum one (1) year related
experience and/or training; or equivalent combination of education and experience.
LICENSURE AND/OR CERTIFICATIONS:
• Additional requirements such as certifications, industry-specific experience and the experience working
with certain equipment
KNOWLEDGE, SKILLS, ABILITIES AND OTHER (KSAO’s)
• Meets dress code standards; appearance in neat and clean.
• Completes annual educational requirement.
• Maintains regulatory requirements.
• Reports to work on time and as scheduled; completes work within designated time.
• Wears identification while on duty; uses computerized punch time system correctly.
• Maintains patient confidentiality at all times.
• Completes in-services surveys and returns in a timely fashion.
• Attends annual review and department in-services, as scheduled.
• Attends a minimum of 10 staff meetings annually; reads monthly staff meeting minutes.
• Represents the organization in a positive and professional manner.
Benefits
Medical (with company-funded HRA), Dental, Vision, Flexible Spending Account (FSA), vacation leave, sick leave, personal days, 401k retirement plan
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