Practice Assistant (Plano, TX)

Geode Health•Plano, TX

5d•Onsite

About The Position

Geode Health is seeking a Practice Assistant for its Plano office to support the mission of making mental healthcare more accessible, affordable, and effective. The Practice Assistant is a key member of the office and an important first point of contact for patients, supporting both administrative and clinical operations in a fast-paced outpatient mental health practice. The role manages front-office activities, supports providers, coordinates patient needs, and helps ensure the office operates efficiently and patients receive a welcoming, responsive, and compassionate experience.

Requirements

Excellent communication, customer service, and computer skills.
Comfort and ease answering the phone; this is a firm expectation.
Ability to learn new technology platforms and systems.
Organized, dependable, and able to take ownership in a fast-paced environment.
Strong time-management skills and a self-starter, go-getter approach.
Flexible, team-oriented, and willing to take on tasks wherever needed.

Nice To Haves

At least 1 year of medical office or healthcare experience.
Mental health or outpatient clinical experience.
Associate or bachelor's degree.

Responsibilities

Welcome patients and provide exceptional, compassionate customer service in person and through phone, text, email, and the Athena EMR.
Respond to patient questions, concerns, and requests, and help create an environment where providers can focus on patient care.
Manage daily schedules, appointment confirmations, cancellations, and waitlists to optimize provider schedules and reduce no-shows.
Support appointment check-in and check-out and ensure patients are prepared for visits.
Coordinate patient intake and assist with referrals, authorizations, forms, and follow-up needs.
Support communication between patients, providers, and the practice team.
Maintain accurate and secure patient records and support efficient office workflows.
Assist providers and clinical staff with administrative needs and day-to-day clinical and administrative workflows.
Collect and accurately document copays, coinsurance, outstanding balances, and other patient payments in accordance with established policies.
Assist patients with payment questions and available financial options.
Maintain patient confidentiality and follow HIPAA, organizational policies, and professional standards.
Follow established safety and emergency procedures, including assisting during crisis situations.
Complete other responsibilities as assigned by the supervisor.