Receptionist Medical Clerk

Direct clients/patients to the appropriate areas within the agency.

Answer incoming calls, check voicemail, and return messages in a timely and professional manner.

Assist with front desk duties as required, including telehealth, phone, and in-person appointment scheduling, as well as patient reminder calls.

Follow up on no-show and cancelled appointments in accordance with established procedures.

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

Update patient demographics in agency data systems, including NextGen, Casewatch, Provide, and other applicable systems.

Ensure photo identification and insurance cards are scanned and maintained for all patients, as applicable.

Ensure all required consent forms are signed and scanned into the electronic health record.

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

Provide a Clinical Visit Summary to all patients.

Provide patients with access to the Patient Portal, including patient portal PIN letters, and instruct patients on enrollment for their benefit.

Print and provide information for referrals issued by providers.

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

Verify patient insurance carrier and coverage prior to the visit and ensure accurate billing information based on the Insurance Verification report, insurance provider portal, Availity, or other approved verification methods.

Respond to correspondence and assigned tasks through the patient portal in a timely and professional manner.

Record and maintain patient health records in agency databases, including NextGen, Provide, and other data systems and/or patient records as required.

Ensure external third-party documentation, including labs, consultations, reports, and related records, is collected and entered into the patient’s electronic health record through appropriate scanning, tasking of the provider, or resulting of orders in the EHR.

Support patients by anticipating concerns, responding to questions within scope, and maintaining a professional, welcoming reception area.

Monitor office supply inventory, including business and appointment cards, toner, paper, and related materials, and ensure the office remains appropriately stocked.

Fiscal Duties:

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

Assist the supervisor with follow-up on denials and/or pending claims with third-party payors.

Address and assist in resolving patient billing issues when presented, escalating matters as appropriate.

Quality Assurance/Compliance:

Maintain current completion of all required online training.

Ensure medical operations are performed in compliance with agency policies, procedures, HIPAA requirements, and applicable regulatory standards.

Participate in agency developmental activities as required.

Other duties as assigned.

Culture of Service: 3 C’s

Compassion

Greets internal and external customers, including patients, clients, staff, and vendors, with courtesy, appropriate eye contact, a professional tone, and respectful nonverbal communication.

Listens attentively to internal and external customers, confirms understanding of requests, and provides appropriate options, assistance, or resolution within scope.

Competency

Provides required services by following established protocols and, when needed, seeking additional support to ensure appropriate services are delivered.

Commitment

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

Prioritizes internal and external customer requests to ensure prompt, effective, and professional responses.

Safety:

Ensure proper handwashing in accordance with Centers for Disease Control and Prevention guidelines.

Understands and appropriately performs assigned responsibilities within the Emergency Code System.

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

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 ScreeningClearinghouse Education and Awareness website.

Innovative : Consistently introduces new ideas and demonstrates original thinking

Team Player : Works well as a member of a group

Detail Oriented : Capable of carrying out a given task with all details necessary to get the task done well

Motivations

Preferred

Flexibility : Inspired to perform well when granted the ability to set your own schedule and goals

Self-Starter : Inspired to perform without outside help

Education

Required

High School or better.

Experience

Required

At least two years of work experience in medical settings, specifically front desk operations.

Preferred

HIV/AIDS trainings preferred.

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.