Medical Receptionist/Scheduler-Santa Cruz Clinic

GENERAL SUMMARY OF DUTIES:

Under the direct supervision of the Clinic Manager, answer multi-line phone system, take messages using the clinic's Electronic Medical Record, register and schedule patients, collect copayments and follow office payment policies, check-out patients and schedule follow-up visits, and perform various other clerical duties.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Answer phones quickly (by the second ring) and courteously, using approved telephone techniques and etiquette. Telephone skills must be exceptional. Determine nature of call and direct the caller to the appropriate department and/or take a message using correct grammar by typing into the patient's electronic medical record (EMR) and route to the physician or nurse. Register patients by obtaining patient demographics and other information, and schedule appointments by following physician preferences using the EMR. Explain insurance contracts and payment policies to patients.

Greet and check in patients, using the physician EMR. Obtain patient demographic and insurance information, and enter into the physician practice EMR. Verify demographic information for all patients. Assist medical and clinic staff with triaging patients and expedite rooming patients in exam rooms and treatment areas.

Collect patient co-pays, deductibles and payments for services, strictly following the practice's payment policies.

Filing/Scanning. Perform clerical duties (e.g., photocopying, scanning, typing, forms, mailing, faxing, etc.)

Perform patient "callbacks" as requested by the Manager, Supervisor, and/or Physician. Reminder calls to patients regarding follow-up office visits and scheduled appointments.

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

EDUCATION and/or EXPERIENCE
High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience. This person must be bi-lingual. Must demonstrate receptionist experience or ability to manage incoming phones for small to medium-sized businesses. Basic computer skills are required; must be able to use computer-based e-mail systems and Electronic Medical Record (EMR). Experience with computer word processing (MS Word) and spreadsheet (MS Excel) preferred.

LANGUAGE SKILLS
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Must be able to speak well and clearly, using appropriate grammar. Must have a pleasant voice and telephone demeanor. Bilingual, fluent in English and Spanish is preferred.

MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

REASONING ABILITY
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

CONDITION OF EMPLOYMENT:

Due to the state mandate for Healthcare Workers, we will require you to prove that you have received the COVID-19 vaccine or have a valid religious or medical reason not to be vaccinated.