MAJOR FUNCTION

Provides point of contact interface between patients/clients/other customers and clinical units within health
centers in accordance with established the philosophy of the health center; administrative support clerical
functions to unit business operations, including but not limited to ESSENTIAL FUNCTIONS.

ESSENTIAL FUNCTIONS

• Consistently greets all patients/clients/customers via telephone or directly in a culturally sensitive,
personal and professional manner.
• Consistently exhibits behaviors which demonstrate concern and consideration for patient/client/customer
needs.
• Consistently processes all patient and business-related documentation including medical records in a
timely and efficient manner while ensuring confidential integrity of patient-related materials.
• Completes patient referral documents and pre-certifications in time frames determined by the Health
Center. Follow the referral guidelines and provide appropriate clinical information to specialists.
• Adhere to team daily chart check list for patient chart preparation prior to and during patient visits.
• Consistently strives to verify/update computerized patient files as necessary to assure accuracy of data
maintained in information systems.
• Demonstrates ability to work effectively with others by interfacing with clinical teams and other non-
clinical staff to assure efficient patient flow. Coordinates with the clinical teams and patient access teams
to support patient access to care at all times.
• Demonstrate team collaboration to facilitate joy in the work place.
• Provides support to clinical operations by performing and prioritizing clerical functions including, but not
limited to, filing, record-keeping, appointment scheduling, taking prescription requests and requesting
medical records.
• Retrieving information from the fax machine in a timely manner and other general office duties as
assigned.
• Participate in daily team huddles.
• Inputs information in the electronic medical record and scans documents in appropriate locations
according to the tabs. Scans lab and reports in chart according to tabs and filing system.
• Prepares and assist on departmental projects, form completions, and reports.

• Participate with population management in collaboration with the clinical and care teams as directed
• Demonstrates the ability to use Microsoft Word, and prepare memo’s and documents as assigned
• Coordinates scheduling of patient appointments directly or via telephone in a manner which assures
efficient utilization of clinical resources follow up with no show patients to reschedule appointments.
• Notify patients to bring appropriate documents for registration and insurance verification as
needed. Insurance eligibility when scheduling patient appointments.
• Performs check-ins and check-outs for patients in the EHR.
• Adhere to scheduling rules for scheduling of appointments, confirmation calls as directed, and follow-up
for no shows as indicated
• Consistently utilizes appropriate lines of authority as necessary.
• Demonstrates interest in improvement of work environment by maintaining awareness of current trends
in medical office operations and shares such information with co-workers.
• Demonstrates self-directed learning through participation in staff education and in-service programs.
• Maintains flexibility and demonstrates cooperation in providing staffing coverage in all units including all
satellite health center locations as needed

ADDITIONAL RESPONSIBILITIES:

• Monitors supply quantities and submit requisitions as necessary
• Assist staff with Spanish interpretation if bilingual in Spanish.
• Attend job related training as mandated.
• Performs other duties and assumes other responsibilities as apparent and/or as assigned by Nurse
Care Manager. Duties, responsibilities and activities may change or new ones may be assigned at any
time with or without notice.

EDUCATION & EXPERIENCE:

• High school diploma or general education degree (GED) required; minimum one (1) year related
experience and/or training; or equivalent combination of education and experience.

LICENSURE AND/OR CERTIFICATIONS:

• Additional requirements such as certifications, industry-specific experience and the experience working
with certain equipment


KNOWLEDGE, SKILLS, ABILITIES AND OTHER (KSAO’s)

• Meets dress code standards; appearance in neat and clean.
• Completes annual educational requirement.
• Maintains regulatory requirements.
• Reports to work on time and as scheduled; completes work within designated time.
• Wears identification while on duty; uses computerized punch time system correctly.
• Maintains patient confidentiality at all times.
• Completes in-services surveys and returns in a timely fashion.
• Attends annual review and department in-services, as scheduled.
• Attends a minimum of 10 staff meetings annually; reads monthly staff meeting minutes.
• Represents the organization in a positive and professional manner.

• Actively participates in performance improvement and continuous quality improvement (CQI) activities.
• Complies with all organizational policies regarding ethical business practices.
• Communicates the mission, visions and goals of the facility, as well as the focus statement of the
department.
• Bilingual -English/Spanish preferred
• Pass proficiency testing in Spanish (if bilingual) within 30 days of notification of testing requirement.
• Ability to read and comprehend instructions, short correspondence and memos. Ability to
write correspondence; effectively present information to individuals and in group situations to customers,
clients and other employees of the organization.
• Skill in the application of modern office techniques and practices and the use and care of office machines
and equipment. Working knowledge of various computer programs; willingness to learn new software
packages.
• Computer literacy and proficiency. Capable of working with computers and business software
applications such as Microsoft word, excel, and power point
Ability to work well with others and to assist the public cooperatively and courteously.
• Excellent communication and interpersonal skills.
• Ability to maintain client confidentiality.

PHYSICAL & WORK REQUIREMENTS

The physical demands described here are representative of those that must be met by an employee to
successfully perform the essential functions of this job. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions.

This position requires the manual dexterity sufficient to operate phones, computers and other office equipment.
The position requires the physical ability to kneel, bend, and perform light lifting. This person must have the
ability to write and speak clearly using the English language to convey information and be able to hear at normal
speaking levels both in person and over the telephone. Specific vision abilities required by this job include close
vision, depth perception and the ability to adjust focus. Generally, the working conditions are good with little or
no exposure to extremes in health, safety hazards and/or hazardous materials.

Medical (with company-funded HRA), Dental, Vision, Flexible Spending Account (FSA), vacation leave, sick leave, personal days, 401k retirement plan