Primary Responsibilities:

• Responsible for welcoming all patients by smiling and establishing eye contact with patients.


• Responsible for monitoring the waiting rooms, coordinate with clinical staff to notify patients of any delays.


• Responsible for performing patient Check In functions, incl. registration, insurance verification, collecting required co-pays or other payments, administering the sliding scale discount program, and ‘arriving’ patients for their appointments in the EHR.


• Responsible for explaining to patients/parents/guardians their responsibilities ( i.e. arrival and appointment times, form requirements, payment expectations, late and cancellation policy)


• Responsible for entering accurate patient data, telephone encounters, referrals, forms and prescription requests into the Electronic Health Record (EHR).


• Responsible for assisting patients with completing / collecting pre-visit, consent and other forms; processing patient forms, letters or obtaining prescription request information from patients.


• Responsible for assisting patients with appointment scheduling – whether within or across Codman Square Health Center departments.


• Responsible for promoting Patient Portal.


• Responsible for performing patient Check Out, incl. scheduling follow up appointments, specialist appointments, assisting and educating patients on referral process.


• Responsible for performing patient pre-registration.


• Responsible for scheduling same day and follow up appointments, conducting appointment reminder calls, putting patients on recall list, processing patient no shows and cancellations, and performing end of day reconciliations.


• Responsible for coordinating transfer of patients from clinics and Urgent Care.


• Responsible for effectively managing in basket patient related messages in timely manner.


• Must use sound judgment to determine when and to whom to escalate issues to ensure resolution.


• Must adhere to HIPAA and protect the confidentiality and sensitivity of patient information.


• Must meet service level expectations and identified key performance indicators.


• Must meet or exceed call volume, pre-registration and insurance verification productivity and accuracy expectations


• Ensure workstation, patient waiting room and common areas are kept clean.


• Required to follow standard operating policies and procedures, while delivering expedient, professional responses to patients’ inquires and concerns.


• Must attend staff meetings and training, as needed

Other duties as assigned