About The Position

The Clinical Services Specialist serves as an ambassador of care for patients before and after visits and as a resource supporting clinics and providers. The role supports departmental workflows, processes, and procedures to maintain consistency and patient satisfaction. Responsibilities span patient communication and support, clinic administration, scheduling, data management, and pre-visit planning, preparation, and registration.

Requirements

  • High school diploma or GED.
  • At least 2 years of equivalent experience.
  • Excellent customer service skills.
  • Ability to multitask and work independently.
  • Excellent interpersonal skills.
  • Ability to train others as needed.

Nice To Haves

  • Associate degree.
  • 3–5 years of equivalent experience.

Responsibilities

  • Communicate appropriately with patients and families, provide clear treatment instructions, and involve families or guardians in assessment and care as appropriate.
  • Recognize and respond appropriately to patient needs, including physical limitations, behavioral health concerns, cultural or religious needs, and signs or symptoms of abuse or neglect.
  • Perform treatments, administer medication, or operate equipment safely, as applicable.
  • Answer telephone calls and direct them to the appropriate person when needed.
  • Manage providers’ Outlook calendars and communicate with patients about scheduling by phone and in person.
  • Manage incoming office mail; prepare charts and obtain records for upcoming clinics; prepare FMLA and disability paperwork at provider direction.
  • Serve as the clinic point of contact for supply ordering and inventory control.
  • Train new employees and internal transfers when needed.
  • Schedule and coordinate appointments, surgeries, tests, and other procedures; manage operating-room block time in provider calendars when applicable and according to department guidelines.
  • Conduct pre-visit screenings, document and communicate cancellations or time changes, review daily schedules as needed, and alert leadership to needed changes or discrepancies.
  • Coordinate scheduling needs between staff and procedural areas.
  • Assist providers with notes, orders, and prescriptions by setting them up in the electronic medical record for provider review, editing, and sign-off.
  • Track patient forms, date forms upon arrival, obtain missing documentation or signatures, and follow up as needed.
  • Audit patient records and registration for insurance billing and compliance.
  • Verify patient information during registration and collect co-payments; provide exam-preparation instructions and reminder calls; record cancellations to make clinic appointments available.
  • Create EPIC accounts, complete required documentation, perform pre-authorizations and pre-certifications when needed, and register, pre-register, greet, and sign in patients.
  • Perform other duties as assigned.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service