Med Office Scheduler I

Healthcare Outcomes Performance Company•Fort Myers, FL

About The Position

The Med Office Scheduler I schedules clinic appointments, including consultations and follow-up visits, using the EMR, scheduling tools, and referral system. The role collects patient demographic, insurance, and medical information; checks insurance eligibility when scheduling; processes referrals; contacts patients; and imports referral documents into patient charts. The position maintains phone coverage Monday through Friday from 7:30 a.m. to 6:00 p.m., handles outbound calls and requests, and provides backup for incoming calls. It also triages messages to appropriate staff, communicates potential patient concerns to supervisors or leads, and works with the pre-registration team to process appointment requests. The role requires maintaining confidentiality of health records and member information and following HIPAA guidelines and organizational policies.

Requirements

  • High school diploma or equivalent.
  • Medical terminology knowledge.
  • Basic typing and keyboarding skills.
  • Strong organizational and interpersonal skills.
  • Customer service experience.
  • Familiarity with computers and other office equipment.
  • Ability to maintain confidentiality of sensitive information.
  • Ability to prioritize responsibilities.
  • Ability to act calmly and effectively in busy or stressful situations.
  • Knowledge of insurance plans and procedures.
  • Adherence to policies and procedures, including standards for safety, attendance, punctuality, and personal appearance.
  • Ability to establish and maintain effective working relationships with managers and peers.
  • Occasional ability to lift up to 25 pounds unassisted.
  • Ability to perform frequent bending, reaching, repetitive hand movements, standing, walking, squatting, and sitting.

Responsibilities

  • Maintain phone coverage Monday through Friday between 7:30 a.m. and 6:00 p.m.
  • Schedule clinic consultations and follow-up visits using the EMR and scheduling tools.
  • Collect patient demographic, insurance, and medical information.
  • Use scheduling tools and the referral system to schedule patient appointments.
  • Confirm insurance eligibility when appointments are scheduled.
  • Process referrals, contact patients to schedule appointments, and import referrals and documents into patient charts.
  • Resolve outbound calls and requests in a timely and accurate manner.
  • Provide backup in answering and resolving incoming calls and requests in a timely and accurate manner.
  • Communicate potential patient concerns to supervisors and/or leads.
  • Triage and relay necessary messages to appropriate staff members.
  • Work with the pre-registration team in daily processing of patient appointment requests.
  • Maintain strict confidentiality of health records and member information and meet HIPAA guidelines.
  • Perform other duties as assigned.
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