JOB SUMMARY: With a customer service orientation, accurately perform assigned portions of telephone answering, appointment scheduling, check in, and check out. Telephone Answering and Appointment Scheduling
Answers the telephone pleasantly, and by the third ring as often as possible; routes call or takes message
Receives fax referrals from physician and other sources. Contacts patients to schedule appointments. Explains to patient which pieces of information they are to bring, provides a range of potential charges for the visit and the patients financial obligation, provides patients several scheduling options, follows scheduling guidelines
Schedules all other telephone appointments. Explains to patient which pieces of information they are to bring, provides a range of potential charges for the visit and the patients financial obligation, provides patients several scheduling options, follows scheduling guidelines
Pre-registers new patients over the telephone before they arrive for their appointment
Verifies patients insurance eligibility using batch eligibility and online tools
Obtains payor-required authorizations for office visits, including those for Workers Compensation patients.
Makes reminder phone calls or uses automated systems 48 hours before designated patient appointments
Check In and Registration
"Opens" the office each day, according to protocol
Runs the daily schedules one day ahead and makes a copy for the physician, and the front desk
Prints face sheet for all new patients scheduled
Greets patients as they arrive for scheduled appointments
Provides new patients appropriate paperwork for required signatures
Confirms demographic and insurance information for new and established patients, according to protocol; scans each patient's insurance card and photo ID, front and back
Confirms that electronic insurance eligibility was completed, or repeats prior to visit
Explains financial and collection policies to new patients and provides written guidelines to each patient
Ensures all patient paperwork is complete before patient is seen and flags the chart for the clinical staff
Informs patients in the reception area when the physician or other providers are running behind and offers to reschedule them
Collects copayments from patients at the time of their visit and the goal is to collect at least 90% of all collectable charges daily and posts payments into the computer and provides patient with a computerized receipt
Screens visitors and responds to routine requests for information
Keeps the patient reception area neat and clean at all times throughout the day
Check Out
Requests payment in addition to the day's services from patients with outstanding account balances -post payments into the computer and provides patients with a computerized receipt
Ensures physicians have entered CPT and ICD-9-CM codes for the visit
Posts daily charges and payments from each encounter form into the computer system
Schedules follow-up appointments for patients before they leave the office provides an appointment card
Facilitates requests for referrals; schedules tests and specialist appointments as needed
Pre-certifies referrals for CT and other tests as needed.
Balances daily over-the-counter transactions and reconciles encounter forms; prepares deposit slip and delivers "daily close" packet to the Manager
"Closes" the office each day, according to protocol
Other Shared and Common Duties
Ensures all faxes are routed throughout the day
Sorts incoming reports and directs to appropriate person
Opens, date stamps, and delivers mail daily
Facilitates any physician or manager requests throughout the day
Maintains patient confidentiality; complies with HIPAA and compliance guidelines established by the practice
Maintains detailed knowledge of practice management and other computer software as it relates to job functions
Attends all regular staff meetings
Performs all other tasks and projects assigned by the Manager