About The Position

The Offsite Patient Coordinator is the first point of contact for patients, greeting them in person or by telephone. The role confirms and updates patient demographics, schedules appointments, and verifies insurance so patients have appropriate coverage for the physician they are seeing. The coordinator also supports patient check-in, communication with practice staff, medical-record availability, paperwork processing, payment collection, and follow-up scheduling.

Requirements

  • High school graduate or GED.
  • One year of physician-practice experience.
  • Complete a minimum of one week of on-site training provided by the practice.

Nice To Haves

  • Experience in a medical office setting.
  • Experience using a computer system for physician scheduling.

Responsibilities

  • Greet patients in person or by telephone and update insurance and demographics in the practice management system.
  • Confirm that physicians accept the insurance presented by patients and verify insurance before or at arrival when it has not already been verified.
  • Communicate patient arrivals to appropriate staff and ensure the patient's medical record is available for the physician.
  • Process or update HIPAA-related paperwork and other institutional forms as needed.
  • Collect or retrieve referrals and insurance authorizations as required.
  • Monitor the waiting room and keep patients informed about wait times.
  • Ensure co-pays are paid or collect them under billing staff direction, and provide receipts according to cash-control processes.
  • Schedule follow-up appointments as needed.
  • Provide instructions for requesting medical records when necessary.
  • May perform simple charge-entry tasks or enter patient payments and prepare a cashier's deposit; these duties are mutually exclusive and may not be performed by the same employee.
  • Answer practice phones and schedule appointments.
  • Follow HIPAA and other applicable governmental or state requirements for handling protected health information documents.
  • May make reminder calls for appointments scheduled for the next day.
  • Perform other related duties.
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