About The Position

Schedules patient care activity in the office and facilitates the flow of information between physicians, patients, and referring physicians. The Scheduler II manages patient and physician scheduling, supports the clinical team, handles communications and administrative documents, coordinates physician meetings and travel, and assists with patient checkout and follow-up. The role also handles referrals, pre-certifications, patient care policy updates, cash drawer reconciliation, deposits, fee-ticket batches, and may serve as a Super User for the Electronic Medical Record. Assignments may involve confidential information and require judgment and discretion. Other duties may be assigned.

Requirements

  • High school diploma or equivalent required.
  • Two years of medical office experience required.
  • One year of prior scheduling experience required.
  • Skills using a copier, fax, telephone system, postage equipment, and computers, including Microsoft Outlook, Word, and Excel.
  • Excellent organization and communication skills.
  • Ability to multitask and maintain confidentiality.

Nice To Haves

  • Associate degree or Medical Secretary Certification preferred.
  • Administrative or secretarial experience preferred.

Responsibilities

  • Manage daily patient and physician scheduling, including use of appropriate systems for lab orders, diagnostic test orders, and scheduling.
  • Provide clerical support to the clinical team.
  • Obtain records, films, and other materials in preparation for the daily schedule.
  • Handle confidential assignments with judgment and discretion.
  • Answer the telephone and make daily calls to patients, physicians, and others.
  • Transcribe, distribute, and file correspondence and administrative documents.
  • Coordinate meeting plans and travel arrangements for the physician.
  • Attend meetings and take minutes.
  • Open and sort mail.
  • Order supplies as needed.
  • Check out patients, answer questions, schedule follow-up appointments or testing, and collect co-pays.
  • Verify referrals and perform pre-certifications as appropriate.
  • Manage and update patient care policy volumes.
  • Assist with training new schedulers.
  • Maintain the cash drawer, reconcile balances, prepare deposits and deposit slips, and potentially take deposits to the bank.
  • Batch fee tickets, check them for accuracy and completion, complete batch header documentation, and submit batches to CBO daily.
  • May act as Super User for the Electronic Medical Record.
  • Perform other duties as assigned.
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