JOB SUMMARY: 

The Front Office Clerk is responsible for providing a consistent and reliable flow of communication with patients/staff throughout the clinic and initially preparing patients for an office visit with required paperwork and proper collection of applicable monies.

ESSENTIAL DUTIES AND RESPONSIBILITIES: 

1. Welcome patients/visitors via phone and/or to the clinic by greeting them and attending to their inquiries.
2. Answer and direct telephone calls appropriately.
3. Facilitate patient satisfaction and clinic experience by directing them accordingly and accurately booking appointment(s).
4. Validate/update patient personal information in the electronic practice management (EPM) system as necessary.
5. Provide appropriate form(s) to patients in accordance with patient needs as necessary.
6. Collect and document patient payments; demonstrate accurate credit card/cash handling procedures, according to CHSI Policy and Procedures.
7. Respect and ensure patient privacy and confidentiality with all interactions in accordance with HIPAA and CHSI Policies and Procedures.
8. Responsible for participating in quality improvement projects/activities and accountable for quality and PCMH.
9. Order and inventory office supplies as needed.
10. Perform all other duties as directed either formally or informally, verbally or in writing.

SUPERVISORY RESPONSIBILITIES: 

No direct supervisory responsibilities. 

KNOWLEDGE, SKILLS AND ABILITIES:

• Front Office Clerk | Pg. 1 of 2 
• Bilingual (English/Spanish) preferred.
• Must possess excellent customer service including verbal and written communication. 
• A high standard of professionalism and professional ethics and conduct is expected in speech, manner, attitude and appearance at all times. 
• Possess strong interpersonal skills and ability to work well with others.
• Ability to deal effectively with changing situations and stressful environment.
• Ability to perform tasks related to physical activity to complete the responsibilities of the position. 

EXPERIENCE AND EDUCATION: 

• High school graduate or equivalent required. 
• Minimum 1 year experience answering phones and scheduling preferred. 
• Experience and/or training as a Medical Assistant or Dental Assistant preferred.
• Front office experience in a medical or dental setting preferred. 

This document is for informational purposes only. Signing this document verifies that you have read and understand the contents of the job description. This is not a contract or all-encompassing list of your duties and responsibilities. All CHSI employees are at-will as per California Law.