Greeting patients professionally both in person and on the phone
Answer phone calls, Practice Fusion messages, and in-person inquiries
Communicate with patients to set up and schedule optimal appointment times
Gather and track medical information from patients
Scan and label correctly all forms provided by the patients and inform the correct department
Inquire and process patients’ health insurance (scan form in the system and inform the correct department for verification
Verify health insurance, phone number, email, and address from patients.
Support office with administrative and secretarial task
Keep your voice low when talking to patients and co-workers
Answer the phone before the third ring, do not let the phone ring constantly
Stay at your workstation, do not walk around, clean your area, and make sure it is clutter-free
Understand and maintain HIPPA regulations
Communicate with the internal office team and providers to ensure patients are helped and everyday tasks are accomplished
Assisting patients with filling out our forms and answering their questions
Scheduling appointments and follow-ups for patients
Processing payments for patients
Keep the waiting and reception areas clean and inviting
Maintaining a working relationship with the rest of the office staff
Post payments immediately to the correct patient
Take your lunch on time unless there are many calls on hold
Collect Copays and Outstanding balances
Pay attention to the Pin on Practice Fusion
Check Tebra for balances
Minimize your time on the phone
Keep your phone volume high
Keep your cell phone on the drawer
If you need to contact another department, send a message via practice fusion or call, do not walk around unless is an emergency
Do not place patients on hold
Make sure you sanitize your workstation, phone, keyboard, computer, desk
Make sure to use the bathroom and eat your food during your lunchtime.
If you need to use the bathroom, make sure 3 employees are at their desks and you need to inform your teammates.
If you are making an appointment and the patient has zero balance and zero copay, check the patient In, do not leave the appointment pending.
Keep the front window closed when no patients are present
Make sure you make one appt per day, no M.D, Therapist, IOP, TMS on the same day, only one appt.
Make sure ADHD form is sign and upload in the system prior of bringing the patient for testing.
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