Job Details

Job Type

Full-time

Description

Scheduler/Referral Coordinator

***Medical Office Experience Required

Description

I. Job Summary / Job Purpose

Under direct supervision, Scheduler/Referral Coordinator is responsible for performing a variety of general administrative support duties associated with the patient intake process and performs routine duties within the clinic.

II.Key Responsibilities

• Answer phone calls and direct them appropriately.
• Schedule appointments according to office guideline.
• Obtain accurate patient and insurance information, collecting copays (TOS) and deductible amounts.
• Copy/scan patient access related hardcopy materials (e.g. ID, referrals, insurance cards, etc.) into the correct location in the electronic medical record.
• Prepare charts for patient appointments making sure all necessary information is complete.
• Conduct all functions associated with patient check-out including pricing services, collecting patient responsibility payments and scheduling follow-up appointments.
• Perform duties involving record filing and retrieval and assisting with the filing of registration documentation in electronic medical records.
• Confirm next day appointments and alerts patients as to what documentation is needed, including details associated with time-of-service payment.
• Follow up with patients regarding the Missed Appointment Policy and send out the appropriate communications.
• Provides initial contact for referring physicians' offices to schedule new patient appointments
• Receives patient records via fax or email for review prior to scheduling appointment
• Put appointments on appointment book, notify patient and referring physician's office of time and date
• Mails out new patient packets
• Answers phone calls and instant messaging regarding new patient appointments
• Perform other duties as assigned.

III. EngageMED Core Expectations

At EngageMED, we expect all our employees to live the values of Reverence, Integrity, Compassion and Excellence at work by:

• Honoring and caring for the dignity of all persons in mind, body, and spirit
• Ensuring the highest quality of care for those we serve
• Working together as a team to achieve our goals
• Improving continuously by listening, and asking for and responding to feedback
• Seeking new and better ways to meet the needs of those we serve
• Using our resources wisely
• Understanding how each of our roles contributes to the success of CHI.

IV. Core Job Competencies

Core EngageMED Behaviors: The following behaviors have been identified as critical to all staff roles at EngageMED:

• Teamwork Orientation: works cooperatively & collaboratively with others toward the accomplishment of shared goals.
• Service Orientation: desire to serve and focus ones efforts on discovering and meeting the needs of internal and external customers.
• Achieves Results: reflects a drive to achieve and outperform. Continuously looking for improvements. Accepts responsibility for actions and results.
• Learning and Growth: has a commitment to continuous professional and organizational learning
• Communication: practices attentive and active listening and can restate opinions of others; communicates messages in a way that has the desired effect.

Role-Specific Behaviors: these additional behaviors are necessary in the role:

• Knowledge of insurance authorization/billing requirements.
• Demonstrate strong customer service and communication skills.
• Organizational and time management skills.
• Proficient computer skills.
• Knowledge of clinic procedures and regulatory requirements.
• Possess a strong work ethic and a high level of professionalism.
• A team player who handles multiple projects simultaneously in a fast paced environment.

Skills, Knowledge or Abilities critical to this role:

• Language Ability: Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to common inquiries or complaints from groups of managers, clients, customers, and the general public.
• Math Ability: Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
• Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Computer Skills: Must be proficient with the Microsoft Office Suite, Internet navigation, database management, desktop publishing, spreadsheet, and graphic presentation packages.

V. Job Requirements / Qualifications

1. Education / Accreditation / Licensure (required & preferred):

• High school diploma or equivalent required.

1. Experience (required and preferred):

• Medical office experience required.

VI. Disclaimers

• This job description reflects EngageMEDs assignment of essential functions, it does not prescribe or restrict the tasks that may be assigned.
• Critical features of this job are listed above. They may be subject to change at any time due to reasonable accommodation or other reasons.