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Clinical Office Assistant

Advocate Health Care Fond Du Lac, Wisconsin, US

About the Role

Job Title

Greets patients and visitors in a prompt, courteous, and helpful manner, collects insurance co-payments, and responds to routine requests for information.

Schedules and maintains calendar of appointments, meetings, and travel. Coordinates related administrative aspects such as agendas, site selection, food/beverage selections, audio-visual arrangements, and document preparation.

Schedules patients and enters information into the computer system. Coordinates patient appointments with other areas or physician offices as needed.

Answers and screens telephone calls, triages clinical calls and resolves problems appropriately.

Assembles, copies, and releases patient medical records. Works with Medical Records Department regarding requests for notes/additional information.

Generates basic reports, modifies/updates existing reports, and distributes reports as needed.

Opens, sorts, and distributes mail and department documents efficiently. Operates and maintains office equipment (fax, printer, photocopier, etc.) and may order office supplies.

Completes referrals, tracks, and follows up on need for re-authorizations, processes patient registration, and obtains required information.

May process billing/reimbursement forms and other department records. Maintains logs and reports; performs simple calculations as needed. Assists with gathering, organizing, and compiling data for reports, meetings, etc.

Licensure, Registration, and/or Certification Required:

None Required.

Education Required:

High School Graduate.

Experience Required:

Typically requires 1 year of experience in performing scheduling, customer service, and administrative/clerical support duties.

Knowledge, Skills & Abilities Required:

Ability to multi-task, route calls, greet patients, and maintain a schedule of appointments/meetings.

Proficient in the use of Microsoft Office (Excel, Power Point, Access and Word) or similar products, including maintaining, tracking, and entering data in a database and/or spreadsheet software.

Strong organizational skills and attention to detail.

Ability to effectively communicate (written, and verbal), build rapport, and relate to all people.

Ability to operate standard office equipment.

Physical Requirements and Working Conditions:

Ability to sit, walk, stand, bend, and lift frequently throughout the workday.

Must be able to occasionally lift items weighing up to 20 lbs.

Must have functional speech, vision, and hearing.

Operates all equipment necessary to perform the job.

Exposed to a normal office environment.

Responsibilities

  • Greet patients/visitors
  • Schedule and coordinate appointments
  • Handle administrative tasks and records

Qualifications

  • High School Diploma
  • 1 year admin/clerical experience
  • Proficient in Microsoft Office

Required Skills

customer service calendar management data entry phone screening records management

Keywords

office administration medical office patient scheduling records management front desk

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