About The Position

The Patient Service Rep/Clinical Assistant supports front- and back-office operations in a physician practice. The role greets patients, handles calls, checks patients in and out, maintains patient and financial records, schedules appointments and referrals, and assists with testing and clinical procedures within the appropriate scope of practice. The position works Monday through Friday for 40 hours.

Requirements

  • High school diploma or equivalent.
  • Previous customer service experience.
  • Ability to perform the duties within the appropriate scope of practice.
  • No license or certification is required.

Nice To Haves

  • Specialized training in office administrative skills, such as computers, software, and data entry.
  • One or more years of office administrative experience and customer service.

Responsibilities

  • Check patients in and out of the medical office and obtain required registration documents.
  • Greet patients courteously and respond to phone calls; accurately document patient messages.
  • Schedule appointments and arrange referrals for testing, specialists, and hospital admission, ensuring medical orders are met.
  • Register patients and update demographic, insurance, and electronic medical record information.
  • Maintain, secure, organize, and scan patient records and files in a timely manner and in compliance with requirements.
  • Collect co-payments and outstanding balances; receive payments, prepare bank deposits, balance and batch electronic credit card transactions, verify deposit totals with a supervisor, prepare financial documents, and reconcile the cash drawer.
  • Process and distribute interoffice mail and faxed documentation; enter drug samples when requested; maintain educational and office supplies and communicate supply needs.
  • Use computers and office equipment for scheduling, registration, recordkeeping, and related tasks.
  • Comply with applicable hospital and department policies, procedures, protocols, and recordkeeping requirements.
  • Notify management of workload changes, follow up on challenging situations, maintain a positive and cooperative attitude, and contribute to team building and performance improvement activities.
  • Attend staff meetings, assist other departments when needed, and perform other duties as assigned.
  • Prepare patients for provider examinations, testing, or procedures within the appropriate scope of practice.
  • Obtain and record detailed medical history, current medical information, and gaps in preventive care.
  • Measure and record at least three vital signs per patient visit.
  • Perform EKGs and other medical-office testing and procedures.
  • Perform required phlebotomy and venipuncture and cleanse wound or lesion sites according to CLIA requirements.
  • Provide patients with accurate and timely education.
  • Maintain waiting rooms, examination rooms, lab rooms, and offices.
  • Work in the front office as needed, including check-in, answering phones, chart organization, and appointment scheduling.
  • Train other Clinical Assistants.
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