What are the responsibilities and job description for the Patient Registration - Bilingual position at Desert Sage Health Centers?
DESERT SAGE HEALTH CENTERS
Job Description
MEDICAL / BH / DENTAL PATIENT REGISTRATION
A. GENERAL DUTIES: Schedule appointments and provide the necessary front office support for
organization; answer telephone, retrieves voice messages and returns calls; maintain tracking
system and data collection activities.
B. SUPERVISION RECEIVED
1. Work under the daily supervision of the Clinic Manager.
2. Responsible to report and work under the Clinic Manager according to steps in Health Center
policies, in the absence of the Clinic Manager report to the Operations Manager.
C. PRINCIPAL DUTIES
1. Greets and welcomes all patients/visitors to the clinic in a courteous, helpful and friendly
manner.
2. Determines purpose of visit or phone calls and directs patients/visitors/callers to appropriate
area. In the event of emergency, seeks clinical support staff assistance.
3. Performs intake duties including explaining various forms such as Patient Registration,
Depression Screen, DOT forms, Sliding Scale Discount Availability, Patient Rights, Medical
Releases and Insurance. Explain the Right to Privacy Act (HIPAA’s Notice of Privacy form)
to new patients.
4. Updates and verifies demographic information for established patients to include: addresses,
phone numbers, insurance benefits, and emergency contact. Check for missing information
and collect if appropriate i.e. patient photo, patient portal registration, Healthy Connection
referral as applicable.
5. Registers new patients. This activity includes, but is not limited to, interviewing patients,
offer/explain sliding scale discount eligibility, registration forms, entering data into computer
system, collecting/verifying/scanning insurance for billing, Healthy Connection referral,
upload patient photo, patient portal registration, obtaining necessary signatures, and FQHC
sociological data as required i.e. veteran, agricultural status, race/ethnicity, SOGI, income
levels.
6. Promptly check-in patients arriving for their appointments, monitors time waiting (no more
than 10 minutes) for clinical support staff to take patient to exam rooms and proactively
communicates reasons for excessive wait time with patient and/or clinical support staff.
7. Participate in morning huddles with clinical and/or dental staff to prepare for work day to
include needs for interpretation, available appointments
8. Determine timeframe for appointment requests for new and established patients utilizing
standards of scheduling protocol and the degree of patient’s medical needs.
9. Monitor and update ‘Eligibility and Phone’ reports to verify insurance and monitor patient’s
re-schedule requests from phone reminder calls.
10. Efficiently reschedules return appointments and assess patient for satisfaction of visit when
the patient presents to “check-out” to finish their appointment.
11. Maintain knowledge of the current standard scheduling and tools.
12. Offer and/or update sliding scale discount to every patient (no insurance, under-insured and
insured, & Medicare) information for eligibility for discounted services.
13. Explains the 340B medication program to patients and verifies 340B information is up-todate
and accurate on an annual basis.
14. Collect monies and payments from patients for office visits and any fees due at time of
service (TOS) during “check-in” for patient’s visit and collects Advanced Beneficiary Notice
(ABN) for non-covered services, as appropriate.
15. Direct medication refill requests to the clinical support staff via patient case in electronic
health computer system.
16. Knowledge on how to problem-solve various situations that occur in the medical, behavioral
health and/or dental electronic health record system related to the patient’s statement,
demographics and insurance information.
17. Maintain cash box balancing at the beginning and end of each day. Conduct/complete the
daily close for each site at day’s end by balancing cash box to Transaction Detail Balancing
Report and other closing duties. i.e. lock front door, sets night/holiday on-call provider phone
messaging for after-hours calls, check out all patients, secure cash box, secure keys, turn
lights off, set security alarm, etc.
18. Assist with cyclic statements at end of each week; stamp and mail as assigned, GF site only.
19. Knowledge of policy on setting patients up on payment plans as assigned.
20. Works in collaboration with Patient Accounts to problem-solve accounts, as appropriate.
21. Maintains strict patient confidentiality at all times.
22. Familiarity/adoption of Meaningful Use (MU) criteria, completing accurate data collections
and adoption of PCMH model by participating with health care teams on PDSAs to make
improvements to patient’s care.
23. Clean and maintain work space, lobby area, computers, printers, and photocopiers on a
regular basis according to equipment maintenance procedures.
24. Awareness/acceptance of cultural competency aspects and sensitivity.
25. On a rotating basis with other staff work occasional evenings and Saturdays as applicable.
26. Assist in training new patient registration staff as necessary.
27. Ability and transportation to rotate between three health center locations as needed.
28. Perform all other duties as assigned.
D. MINIMUM QUALIFICATIONS:
1. High school diploma or GED equivalent.
2. Preferred six months working in clinical setting.
3. Preferred bilingual in English and Spanish.
E. KNOWLEDGE, SKILLS AND ABILITIES
1. Strong verbal communication skills. Courteous and empathic personality.
2. Ability to operate electronic health computers/keyboard and phone system.
3. Ability to work under pressure and handle multiple tasks.
4. Prefer at least one-year public contact experience.
5. Ability to maintain confidentiality per the Privacy Act.
6. Possess good judgement about handling clinical emergencies and behavioral problems.
Job Description
MEDICAL / BH / DENTAL PATIENT REGISTRATION
A. GENERAL DUTIES: Schedule appointments and provide the necessary front office support for
organization; answer telephone, retrieves voice messages and returns calls; maintain tracking
system and data collection activities.
B. SUPERVISION RECEIVED
1. Work under the daily supervision of the Clinic Manager.
2. Responsible to report and work under the Clinic Manager according to steps in Health Center
policies, in the absence of the Clinic Manager report to the Operations Manager.
C. PRINCIPAL DUTIES
1. Greets and welcomes all patients/visitors to the clinic in a courteous, helpful and friendly
manner.
2. Determines purpose of visit or phone calls and directs patients/visitors/callers to appropriate
area. In the event of emergency, seeks clinical support staff assistance.
3. Performs intake duties including explaining various forms such as Patient Registration,
Depression Screen, DOT forms, Sliding Scale Discount Availability, Patient Rights, Medical
Releases and Insurance. Explain the Right to Privacy Act (HIPAA’s Notice of Privacy form)
to new patients.
4. Updates and verifies demographic information for established patients to include: addresses,
phone numbers, insurance benefits, and emergency contact. Check for missing information
and collect if appropriate i.e. patient photo, patient portal registration, Healthy Connection
referral as applicable.
5. Registers new patients. This activity includes, but is not limited to, interviewing patients,
offer/explain sliding scale discount eligibility, registration forms, entering data into computer
system, collecting/verifying/scanning insurance for billing, Healthy Connection referral,
upload patient photo, patient portal registration, obtaining necessary signatures, and FQHC
sociological data as required i.e. veteran, agricultural status, race/ethnicity, SOGI, income
levels.
6. Promptly check-in patients arriving for their appointments, monitors time waiting (no more
than 10 minutes) for clinical support staff to take patient to exam rooms and proactively
communicates reasons for excessive wait time with patient and/or clinical support staff.
7. Participate in morning huddles with clinical and/or dental staff to prepare for work day to
include needs for interpretation, available appointments
8. Determine timeframe for appointment requests for new and established patients utilizing
standards of scheduling protocol and the degree of patient’s medical needs.
9. Monitor and update ‘Eligibility and Phone’ reports to verify insurance and monitor patient’s
re-schedule requests from phone reminder calls.
10. Efficiently reschedules return appointments and assess patient for satisfaction of visit when
the patient presents to “check-out” to finish their appointment.
11. Maintain knowledge of the current standard scheduling and tools.
12. Offer and/or update sliding scale discount to every patient (no insurance, under-insured and
insured, & Medicare) information for eligibility for discounted services.
13. Explains the 340B medication program to patients and verifies 340B information is up-todate
and accurate on an annual basis.
14. Collect monies and payments from patients for office visits and any fees due at time of
service (TOS) during “check-in” for patient’s visit and collects Advanced Beneficiary Notice
(ABN) for non-covered services, as appropriate.
15. Direct medication refill requests to the clinical support staff via patient case in electronic
health computer system.
16. Knowledge on how to problem-solve various situations that occur in the medical, behavioral
health and/or dental electronic health record system related to the patient’s statement,
demographics and insurance information.
17. Maintain cash box balancing at the beginning and end of each day. Conduct/complete the
daily close for each site at day’s end by balancing cash box to Transaction Detail Balancing
Report and other closing duties. i.e. lock front door, sets night/holiday on-call provider phone
messaging for after-hours calls, check out all patients, secure cash box, secure keys, turn
lights off, set security alarm, etc.
18. Assist with cyclic statements at end of each week; stamp and mail as assigned, GF site only.
19. Knowledge of policy on setting patients up on payment plans as assigned.
20. Works in collaboration with Patient Accounts to problem-solve accounts, as appropriate.
21. Maintains strict patient confidentiality at all times.
22. Familiarity/adoption of Meaningful Use (MU) criteria, completing accurate data collections
and adoption of PCMH model by participating with health care teams on PDSAs to make
improvements to patient’s care.
23. Clean and maintain work space, lobby area, computers, printers, and photocopiers on a
regular basis according to equipment maintenance procedures.
24. Awareness/acceptance of cultural competency aspects and sensitivity.
25. On a rotating basis with other staff work occasional evenings and Saturdays as applicable.
26. Assist in training new patient registration staff as necessary.
27. Ability and transportation to rotate between three health center locations as needed.
28. Perform all other duties as assigned.
D. MINIMUM QUALIFICATIONS:
1. High school diploma or GED equivalent.
2. Preferred six months working in clinical setting.
3. Preferred bilingual in English and Spanish.
E. KNOWLEDGE, SKILLS AND ABILITIES
1. Strong verbal communication skills. Courteous and empathic personality.
2. Ability to operate electronic health computers/keyboard and phone system.
3. Ability to work under pressure and handle multiple tasks.
4. Prefer at least one-year public contact experience.
5. Ability to maintain confidentiality per the Privacy Act.
6. Possess good judgement about handling clinical emergencies and behavioral problems.
