About The Position

The Front Desk Representative handles daily administrative tasks at the front desk for clinics under the direction of the Front Desk Supervisor, Manager, and/or Director of Operations. The role serves patients, physicians, vendors, clients, and staff, requiring organization, attention to detail, prioritization, problem solving, multitasking, and a high level of customer service. The representative greets and checks in patients, visitors, and vendors; handles patient payments and daily collection records; verifies and updates patient demographic and insurance information in the EMR; reviews charts and schedules in advance of clinic visits; and checks out patients and schedules follow-up appointments. The role also manages front desk communications and visitor screening, maintains the front desk and waiting areas, handles documents and deliveries, assists patients with mobility or transport needs, and follows confidentiality and facility security procedures. The position has no supervisory responsibilities. It requires a high school diploma or GED and at least one year of customer service experience in a high-volume environment. A minimum of two years’ experience as a healthcare front desk associate, including basic knowledge of insurance plans, coverage, and procedures, is preferred. The role may require travel to satellite locations and participation in educational courses related to current systems or functionalities.

Requirements

  • High school diploma or GED.
  • At least one year of customer service experience in a high-volume environment.
  • Ability to read and comprehend simple instructions, correspondence, and memos; write simple correspondence; and present information effectively in one-on-one and small-group settings.
  • Ability to sort and file materials using alphabetic and numeric systems.
  • Ability to calculate figures and amounts such as discounts, interest, and percentages.
  • Ability to follow detailed written or oral instructions and handle standardized situations with few or no variables.
  • Knowledge of electronic medical records and computer skills sufficient to use relevant systems and perform front desk tasks.
  • Ability to demonstrate customer service, teamwork, organizational support, dependability, productivity, and job knowledge.
  • Ability to maintain patient confidentiality in accordance with HIPAA guidelines.
  • Ability to meet the physical demands of the role, including sitting, using hands, talking or hearing, standing, walking, stooping, kneeling, crouching, or crawling, and occasionally lifting or moving up to 30 pounds.
  • Flexibility with hours as needed for clinic operations.
  • May be required to travel to one or more satellite locations depending on staffing changes.

Nice To Haves

  • At least two years’ experience as a front desk associate in a healthcare organization, including basic knowledge of insurance plans, coverage, and procedures.
  • Knowledge of Athena Database software.
  • Knowledge of Outlook and MS Word processing software.
  • Experience operating computers and using copying, scanning, and faxing equipment.
  • Ability or willingness to participate in educational courses related to current systems or functionalities.

Responsibilities

  • Greet and check in patients, visitors, and vendors in a courteous, friendly, and professional manner.
  • Check in patients and collect payments; maintain a daily collection log for co-pays, balances, and deposits; balance the cash drawer and submit reconciliation reports at the end of each business day.
  • Assist with preparing deposits and arrange pickup or courier service when working at a satellite location.
  • Maintain the cleanliness and tidiness of the front desk area and patient waiting rooms.
  • Screen visitors and follow company procedures for receiving deliveries.
  • Answer and route phone calls professionally.
  • Verify patient demographic and insurance information and update records in the EMR as needed.
  • Review patient charts and schedules the day before clinic to anticipate intake needs, missing documentation, authorizations, payment amounts, and insurance eligibility.
  • Prepare school and work excuses as needed.
  • Accept X-rays and medical records for prospective new patients and distribute them to the appropriate staff member.
  • Check out patients and schedule return appointments according to provider and practice protocols.
  • Assess patient needs, including wheelchair or ambulation requirements, and arrange transport pickup when needed.
  • Maintain patient confidentiality.
  • Be flexible with hours as clinic needs require.
  • Complete the pod assignment board for the next day’s clinic at the close of each day at applicable locations.
  • Follow security procedures at the end of each day to ensure facility safety.
  • Receive and distribute faxes and incoming mail as needed.
  • Sort and distribute incoming mail as needed.
  • Perform other duties as assigned.
  • Follow company time and attendance policies and complete daily tasks accurately and on time.
  • Communicate with the team about patient care and use resources efficiently to support a positive patient experience.
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