Lead Patient Access Coordinator

Job Summary

Performs a variety of clerical and related tasks in a medical office environment. Answers phones and takes legible messages with correct spelling into the medical record. Review doctor schedule and schedules appointments for patients to establish care. Ability to answer questions in relation to scheduling system in EMR. Oversees daily duties of the Patient Access Coordinator(s) while also responsible for compiling and reporting data metrics. Attends outreach events and necessary meetings when needed. Completes all other duties assigned by direct manager.

Supervises the Following Positions

Positions: N/A

Physical Requirements

• The ability to perform the duties and responsibility of the position, with or without reasonable accommodations for disabilities.
• The ability to consistently lift, push or pull loads of up to fifty (50) pounds. (Unless nursing 50)
• Sufficient strength, mobility and stamina to make frequent location and position changes, assist with patient care, and perform other physical activities of average difficulty.
• Candidates whose disabilities make them unable to meet the requirements will still be considered fully qualified if they can perform the essential functions of the job with reasonable accommodations.
• May be exposed to infectious or contagious disease.
• May have to handle emergency situations.
• May be subject to irregular hours.
• May be required to wear protective equipment such as eye protection, face protection, masks, sterile/nonsterile gloves, isolation gowns.
• May be exposed to toxic/caustic/chemicals/detergents.
• Physical activities include continuous sitting, and occasional walking, standing, bending, squatting, climbing, kneeling and twisting.
• Activity Conditions (Occasionally, Frequently, Continuously):
  • Sitting- Continuously
  • Walking- Frequently
  • Standing- Frequently
  • Bending-Occasionally
  • Squatting- Occasionally
  • Climbing-Occasionally
  • Kneeling-Occasionally
  • Twisting-Occasionally

Visual and Hearing Requirements

• Must be able to see with corrective eye wear.
• Must be able to hear clearly with assistance

Working Conditions

Primarily Works in a well-lighted and air-conditioned environment with period of heavy workload and stress. This role may include working in less-than-ideal home conditions, which can include exposure to extreme temperatures and environments that may not meet typical cleanliness standards such as clutter, unkept surfaces, and homes with pets. Works in various conditions.


Performance: Essential Functions

Decision Making: Ability to make decisions and takes appropriate action based on the information they have. Recognizes own limitations and consults with the supervisor, manager, or team member when appropriate.

Time Management: Works efficiently and manages duties to ensure that tasks are completed with accuracy and within the scheduled shift or reasonable amount of time.

Quality & Quantity: Demonstrates accurate, knowledge and skill to carry out job duties. Follows departmental work policies and procedures. Speed and consistency of output and time utilization of job duties.

Computer Knowledge & Electronic Equipment Use: Demonstrates ability to consistently utilize electronic equipment and online computer programs to perform job duties, including electronic documentation, and order entry.

Resource Utilization: Consistently utilizes and maintains supplies and equipment to minimize lost charges and unnecessary equipment repair-replacement.

Confidentiality: Adheres to established policies on privacy and security requirements for compliance with the Health Insurance Portability and Accountability Act (HIPAA), as applicable by Shannon Policy.

Performance: Position Specific Essential Functions

• Responsible for checking MyChart email account and Matchmaker email account on a daily basis.
• Responsible for generating Matchmaker productivity reports on a weekly, monthly, quarterly and annual basis.
• Responsible for generating phone reports and providing phone data when requested.
• Assists with dismissal letters and ensures process is completed with Dr. Koenig/Clinic Administration.
• Liaison between Matchmaker team and Dr. Koening/Clinic Administration.
• Reviews percentile data and communicates with Dr. Koening/Clinic Administration on 50th percentile or below primary care providers.
• Serves as local administrator for TxEver (Texas electronic death certificate system) and assists physicians with process as needed.
• Attends all New Provider Task Force meetings and MyChart Steering Committee meetings.
• Attends Shannon events, ASU events and other community and outreach events to promote MyChart adoption.
• Oversees and attends, as needed, MyChart training in out-of-town clinics.
• Responsible for running and presenting provider template usage data during PCP Access meeting.
• Schedule appointments by use of the clinic computer systems. Assist and answer patients questions regarding scheduling or establishing care
• Answers phones, directs calls and takes messages. Check voicemail and return calls. Identify calls with your department and your name.
• Maintains patient and medical information in a confidential manner. Maintains current knowledge of job task and office procedures.
• Performs other duties as assigned.

Qualifications

Education

• Required
  • High School Diploma, GED, or equivalent

Experience:

• Preferred
  • One year of Clerical or Medical Office experience

Certification/Licensure: N/A