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Scheduling/Referral Clerk

Job Description - Scheduling/Referral Clerk

Job Summary:
We are a large, privately owned, primary care office located on the campus of St. Vincent's in Birmingham. Our scheduling clerks work closely with our physicians and medical assistants daily to maintain quality care for our patients. 



Education and Experience:
High school diploma or equivalent required.
Basic understanding of medical terminology is required.

Experience with Medical Records (EMR) and with medical scheduling is preferred.



Job Duties Include:



  • Scheduling testing as ordered by the physician, and explaining testing instructions to patients.

  • Filling out order forms and obtaining precertification for the scheduled testing.. 

  • Verifying patient insurance.

  • Calling to confirm patient appointments.

  • Completing insurance and physician referrals.

  • Adhering to HIPAA regulations regarding protected health information (PHI).

  • Maintaining an electronic log of scheduled testing and referrals, to ensure patient compliance. 

  • Scanning and indexing documents into patient charts. 

  • Relaying instructions from the physician to a patient and documenting those messages in the patient’s medical record.

  • Explaining general office procedures to patients.

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