About The Position

The Patient Coordinator greets patients and serves as their first point of contact, in person and by telephone. The role confirms and updates patient demographic and insurance information, verifies that the physician accepts the patient’s insurance, and helps ensure the medical record and any required referrals or authorizations are available for the visit. The coordinator communicates patient arrivals to appropriate staff, processes HIPAA-related and institutional paperwork, monitors the waiting room and advises patients about wait times, and collects co-payments or handles them under billing staff direction. Additional duties may include scheduling appointments, providing guidance on medical-record requests, entering charges or payments and preparing cashier deposits (with these duties mutually exclusive and not performed by the same employee), and calling patients to remind them of next-day appointments. The role follows HIPAA and other applicable governmental and state requirements for handling protected health information.

Responsibilities

  • Greet patients in person or by telephone and update insurance and demographic information in the practice management system.
  • Confirm that the physician accepts the patient’s insurance; verify coverage before the visit or, at minimum, upon arrival if it has not already been verified.
  • Notify appropriate staff of patient arrivals and ensure the patient’s medical record is available to the physician.
  • Process or update HIPAA-related paperwork and other institutional forms as necessary.
  • Collect or retrieve referrals and insurance authorizations as required.
  • Review the waiting-room status routinely and keep patients informed about wait times.
  • Ensure the patient has paid the co-pay or collect it under billing staff direction, and provide a receipt according to established cash-control processes.
  • Schedule follow-up appointments as needed and provide guidance on how to request medical records when necessary.
  • May perform simple charge-entry tasks or enter patient payments and prepare the 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.
  • May call patients to remind them of next-day appointments.
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