About The Position

The Scheduler I manages daily patient and physician scheduling using the Practice Management system, including lab and diagnostic test orders, doctor visits, follow-up appointments, and hospital procedures and surgeries. The role schedules appointments to support patient satisfaction, provider time, and treatment-room utilization; confirms appointments; and scans orders into the Electronic Medical Record (EMR). Assignments may involve confidential information and require judgment and discretion. The position also provides front-office and clerical support, including phone and message handling, calendar management, greeting visitors and patients, patient registration and check-in/check-out, insurance and referral verification, payment collection and reconciliation, correspondence processing, EMR work-queue management, and office supply and reception-area upkeep.

Requirements

  • High school diploma or equivalent.
  • One to three years of customer-service experience.
  • Required skills with a copier, fax machine, telephone system, postage equipment, and computers, including Microsoft Outlook, Word, and Excel.
  • Ability to multitask and maintain confidentiality.
  • Must pass skills assessment tests.
  • Strong verbal and interpersonal skills for respectful interactions with patients, physicians, visitors, co-workers, and drug representatives in person and by telephone.
  • Excellent customer-service skills.
  • Computer skills to use EMR and Practice Management systems for locating and printing records, scanning records and identification, checking patient history, and entering registration data.
  • Knowledge of health insurance coverage and requirements.
  • Basic math skills to make change, post co-pays, and balance the payment log.
  • Analytical skills to make decisions based on the facility and clinical situation.
  • Knowledge of and compliance with HIPAA privacy requirements.

Nice To Haves

  • Medical office experience.
  • One year of prior scheduling experience.

Responsibilities

  • Manage daily patient and physician scheduling using the Practice Management system, including labs, diagnostic tests, office visits, follow-ups, and hospital procedures and surgeries.
  • Schedule appointments to optimize patient satisfaction, provider time, and treatment-room utilization; confirm appointments and scan orders into the EMR.
  • Answer and direct telephone calls, make daily calls, receive and route messages and documents, and perform phone-system and answering-service functions.
  • Manage the physician’s Outlook calendar as needed.
  • Greet patients and visitors and perform patient check-in and check-out, including full registration when necessary.
  • Determine and record insurance coverage as primary, secondary, tertiary, and so on; complete required patient paperwork.
  • Respond courteously to inquiries from patients, prospective patients, drug representatives, and visitors.
  • Collect co-pays and outstanding balances; maintain the cash drawer, log payments, reconcile balances, and prepare and reconcile deposit slips as needed.
  • Obtain, record, and update patient personal and financial information and signatures in accordance with applicable Medicare, state, and federal guidelines.
  • Stay current on insurance rules and policies; verify referrals and perform pre-certifications as appropriate.
  • Type, mail, and fax correspondence, including patient letters and new-patient paperwork.
  • Manage EMR work queues as needed.
  • Order office supplies and maintain cleanliness of the front office and reception area.
  • Perform other clerical duties as assigned.
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