Check-In Specialist

Summary/Objective

The Check-in Specialist is essential for managing the front desk operations at our clinic, ensuring a smooth check-in process for patients. This role involves verifying patient information, managing documentation such as HIPAA and consent forms, and updating patient demographics and insurance verification to ensure compliance and accuracy.

Essential Functions

• Greet patients cheerfully and professionally upon arrival.


• Verify patient identity, schedule, and manage check-ins.


• Explain and ensure the completion of necessary forms and compliance documentation.


• Update and confirm patient demographic and insurance details.


• Direct patients to appropriate departments for further care or inquiries.


• Maintain orderly patient records and ensure all forms are complete and in order prior to patient appointments.


• Manage the reception area, ensuring a clean and organized environment.

Performance Factors

1. Attendance and Dependability: The employee can be depended on to report to work at the scheduled time and is seldom absent from work. Employees can be dependent upon to complete work in a timely, accurate, and thorough manner and are conscientious, about assignments.


2. Communication and Contact: The employee communicates effectively both verbally and in writing with superiors, colleagues, and individuals inside and outside the practice.


3. Relationships with Others: The employee works effectively and relates well with others Including superiors, colleagues, and individuals inside and outside the Company.

Qualifications

• Must have computer skills and the ability to navigate the electronic health records system. 


• Strong ability to multi-task with high degree of accuracy, attention to detail a must.


• Strong analytical and problem-solving skills


• Superior verbal and written skills


• Strong interpersonal skills essential


• Concern for satisfied employees and customers; strong sense of mission


• Education: High School diploma is required.  Further education in optometry, or related field preferred.

This document in no way states or implies that these are the only duties to be performed by the employee occupying this position.

Supervisory Responsibility

No direct reports.

Work Environment

This job operates in a clinical setting within a professional office environment. This role routinely uses ophthalmic equipment and standard office equipment such as computers, phones, copiers, scanners and filing cabinets.

The work week: Monday through Friday, 40 hours a week. 

Travel: None

Additional Expectations

As with all employees, this role is to be a part of the team, which means there is a standing expectation of willingness to accept other duties as assigned to support the team and the overall growth and health of the practice.