Receptionist Medical Clerk

Care Resource Community Health Centers, Inc.•Fort Lauderdale, FL

19d

About The Position

The Receptionist Medical Clerk supports the agency’s front desk and administrative operations by welcoming and directing patients, managing appointments and communications, maintaining accurate records in electronic health record and other agency systems, verifying insurance information, and assisting with patient billing. The role also helps ensure required documentation is collected and recorded, supports patients with portal access and referrals, and maintains a professional and welcoming reception area. The position is expected to follow agency policies and procedures, HIPAA requirements, applicable regulatory standards, and safety procedures. It also requires courteous, attentive, competent, and proactive service to patients, clients, staff, and vendors; completion of required training; participation in agency developmental activities; and performance of other duties as assigned.

Responsibilities

Direct clients and patients to appropriate areas within the agency.
Answer incoming calls, check voicemail, and return messages promptly and professionally.
Assist with front desk duties, including scheduling telehealth, phone, and in-person appointments and making patient reminder calls.
Follow up on no-show and cancelled appointments according to established procedures.
Check patients in for appointments using the correct events in the Electronic Health Record (EHR).
Update patient demographics in agency data systems, including NextGen, Casewatch, and Provide.
Ensure patient photo identification and insurance cards are scanned and maintained, as applicable.
Ensure required consent forms are signed and scanned into the EHR.
Check patients out after appointments and provide follow-up appointment details.
Provide a Clinical Visit Summary to each patient.
Help patients access the Patient Portal, provide portal PIN letters, and explain enrollment.
Print and provide information about referrals issued by providers.
Ensure patient documentation is accurate and recorded in the appropriate agency database.
Verify insurance carrier and coverage before visits and ensure billing information is accurate using approved verification methods.
Respond to correspondence and assigned tasks through the patient portal in a timely, professional manner.
Record and maintain patient health records in agency databases and other required systems or records.
Collect external third-party documentation, including lab results, consultations, and reports, and enter it into the patient’s EHR through scanning, provider tasking, or order-resulting processes.
Anticipate patient concerns, answer questions within scope, and maintain a professional, welcoming reception area.
Monitor office supply inventory, including business and appointment cards, toner, and paper, and ensure supplies are stocked.
Collect co-payments, deductibles, and balances at check-in.
Assist the supervisor with follow-up on denials and pending third-party payer claims.
Address patient billing issues and assist with their resolution, escalating matters as appropriate.
Keep required online training current.
Ensure medical operations comply with agency policies and procedures, HIPAA requirements, and applicable regulatory standards.
Participate in required agency developmental activities.
Greet patients, clients, staff, vendors, and other customers courteously and respectfully, using appropriate eye contact, professional tone, and nonverbal communication.
Listen attentively, confirm understanding of customer requests, and provide appropriate options, assistance, or resolutions within scope.
Follow established protocols and seek additional support when needed to ensure appropriate services are delivered.
Take initiative, anticipate customer needs, engage customers in the process, and follow up as needed.
Prioritize customer requests to provide prompt, effective, and professional responses.
Follow CDC handwashing guidelines.
Understand and appropriately perform assigned responsibilities within the Emergency Code System.
Understand and perform assigned responsibilities in the agency’s Continuity of Operations Plan (COOP).
Perform other duties as assigned.