Receptionist Medical Clerk

JOB RESPONSIBILITIES

Administrative Duties:

Route client/patients to the appropriate areas within the agency.

Answer phones, check and return voice messages in a timely manner.

Assist with front desk duties as required (i.e. Telehealth, phone, or in-person appointment scheduling. Patient reminder calls).

Responsible for follow-ups with no show/cancellation appointments.

Check patients in for their appointments in a timely manner using the correct events in Electronic Health Record (EHR)

Update patient demographic in agency data systems (NextGen, Casewatch, Provide – as appropriate).

Ensure photo ID and insurance cards are scanned for all patients.

Ensure that all consent forms are signed and scanned into electronic health records.

Check patients out at the end of their appointment and provide follow-up appointment details.

Provide a Clinical Visit Summary to all patients.

Provide access to the Patient Portal (using patient portal pin letters) and instruct the patient to enroll for their benefit.

Print and provide information for referrals issued by providers.

Ensure patient documentation is completed and recorded in the agency database.

Verify patient insurance carrier/coverage prior to visit and ensure accurate billing based on Insurance Verification report or through insurance provider portal/Availity.

Respond to correspondence and tasks in a timely manner via patient portal.

Record and maintain patient health records in an agency database (i.e. NextGen, Provide) and other data systems and/or patient records as required.

Ensure external 3rd party documentation (i.e. labs, consultations, reports, etc.) is collected, entered in the patient’s electronic health records (EHR) via scanning and tasking the provider or resulting the order in the EHR.

Comfort patients by anticipating patient anxieties, answering patients’ questions, and maintaining the reception area.

Conduct inventory of all office supplies (i.e. business/appointment cards, toner, paper) and ensure the office is fully

Fiscal Duties:

Collect co-payments, deductibles, and balances at time of check-in.

Assist supervisor in following up on denials and/or pending claims with 3rd party payors.

Address and problem-solve patient billing issues when presented.

Quality Assurance/Compliance:

Ensure online training is current as required.

Ensure that medical operations fully comply with agency and HIPAA requirements.

Participate in agency developmental activities as required.

Other duties as assigned.

Culture of Service: 3 C’s

Compassion

• Greets internal or external customers (i.e. patient, client, staff, vendor) with courtesy, making eye contact, responding with a proper tone and nonverbal language.

• Listens to the internal or external customer (i.e. patient, client, staff, vendor) attentively, reassuring and understanding of the request and providing appropriate options or resolutions.

Competency

• Provides services required by following established protocols and when needed, procure additional help to answer questions to ensure appropriate services are delivered

Commitment

• Takes initiative and anticipates internal or external customer needs by engaging them in the process and following up as needed

• Prioritize internal or external customer (i.e. patient, client, staff, vendor) requests to ensure the prompt and effective response is provided

Safety

Ensures proper handwashing according to the Centers for Disease Control and Prevention guidelines.

Understands and appropriately acts upon the assigned role in Emergency Code System.

Understands and performs assigned roles in the organization’s Continuity of Operations Plan (COOP).

Contact Responsibility

The responsibility for external contacts is constant and critical.

Physical Requirements

This work requires the following physical and sensory activities: constant sitting, hearing/ visual acuity, talking in person and on the phone. Frequent, walking, standing, sitting and bending. Work is performed in office and laboratory setting.


Other

Participates in health center developmental activities as requested.

Other duties as assigned.

Legal Compliance Notice: This careers website is maintained by Care Resource Community Health Centers, Inc. a qualified entity, in support of compliance with House Bill 531 (2025). As required by law, Care Resource includes a clear and conspicuous link to this resource on its website and provides the link in all job vacancy advertisements and postings issued by the health center. For more information, please see the link to the new Care Provider Background Screening Clearinghouse Education and Awareness website.

Equal Opportunity Employer


This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.