Appointment Clerk - Health and Wellness Clinic

Duties/Responsibilities:

• Ensure accuracy of patient information and benefits/eligibility during registration.


• Greet patients and visitors. Determine their needs and directs them accordingly.


• Answer non-medical questions and give non-medical information to patients within practice guidelines.


• Gives routine non-medical instructions in preparation for the patient’s visit to the practice.


• Prints patient information sheet for established patients to be reviewed at the time of check-in.


• Explains financial policy as required, and collect payments when applicable.


• Prepares encounter form and attached it to the medical record for use in conjunction with the patient visit.


• Researches computer to determine if patient has visited the practice before.


• Checks with the patient for any changes in the patient’s address, phone number, name, or insurance information. If any changes, makes the necessary changes on the medical record to be updated by the cashier at the time of check-out.


• Obtains copy of insurance card, driver’s license, or state issued identification card for patient file and verifies when needed.


• Responsible for overseeing and monitoring the waiting area. Maintains a neat and orderly waiting area.


• Participates in cross-training to assist with other job functions where qualified.


• Adheres to the policies and procedures established by the clinic and by Lane Regional Medical Center.


• Demonstrate a high level of customer service.


• Schedules patient appointments according to established office policies and procedures.


• Obtain information regarding visit in order to slot appropriate length of time for visit.


• Takes and relates the majority of clinic messages via telephone; routes messages to nurse when necessary.


• Updates patient demographics in computer system.


• Makes reminder calls prior to the day of service.


• Obtains and distributes schedule for the next day of service.


• Assists with retrieving charts when necessary.


• Completes end of day activities within practice guidelines; follow financial guidelines and policy.


• Performs other duties as assigned.