PATIENT CHECK OUT CLERK

Patient Checkout Clerk

The Patient Checkout Clerk plays a key role in creating a positive patient experience from check-in through checkout. In addition to greeting, assisting, and registering patients, accurately updating demographic information in the electronic system, collecting co-pays, deductibles, and other payments, scheduling appointments, and answering telephones, the Patient Checkout Clerk performs a variety of administrative, reception, and clerical duties. This position may also require occasional travel to and coverage at other offices and/or facilities as needed.

Key Responsibilities:

• Greeting and providing information to assist customers or referring them to the appropriate contacts, either within the clinic or elsewhere.
• Patient registration, reception duties, telephone interactions, and scheduling duties as needed.
• Accurately verifying, adding, and updating patient demographic information.
• Accurately collecting and copying insurance information and verifying that insurance coverage is in effect at the time of service.
• Acknowledging patients' arrivals electronically to ensure the office is aware they have arrived.
• Accurately collecting and processing co-pays, deductibles, and payments on outstanding balances.
• Presenting, explaining, and collecting customer signatures on all applicable required documents.
• Accurately maintaining, balancing, and closing the batch and cash drawer at the end of each shift.
• Scheduling follow-up appointments, procedures, or referrals as directed by providers.
• Providing patients with visit summaries, instructions, or educational materials as needed.
• Ensuring proper documentation of all check-out procedures in the EMR system.
• Answering incoming phone calls promptly and professionally.
• Performing all tasks in close adherence to clinic policies, procedures, and regulatory compliance standards.
• Carrying out other clerical duties such as filing, mailings, and distributing handouts.
• May require travel to other offices and/or facilities and floating between satellite offices, departments, or facilities.
• Cross-training may be required in scheduling, pre-authorizations, referrals, rooming patients, etc.
• Other duties as assigned or necessary.

Qualifications:

• Prior experience in a medical office, clinic, or healthcare setting required.
• Proficiency with Electronic Medical Records (EMR) systems and the ability to learn new software quickly.
• Strong customer service skills with a focus on professionalism, courtesy, and patient satisfaction.
• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Ability to multitask in a fast-paced environment while maintaining accuracy.
• Knowledge of medical terminology, HIPAA compliance, and OSHA requirements preferred.

Education:

• High School diploma or GED required