Medical Office Specialist

Job Summary: This position is responsible for answering incoming telephone calls, verifying the insurance of patients, medical record processing, making appointments for diagnostic scan and the general practice appointments following medical practice policies and procedures. Tasks may be integrated into another position, including surgical coordination, or check-in and check-out receptionist. This position may also be responsible for certain day-to-day administrative and general office duties.

Primary Job Responsibilities:

1. Verifying insurance for patients by electronic means or by telephone and communicating by telephone to all patients regarding their insurance benefits and what they will have to pay out of pocket during their visit to our practice.
2. Coordinate medical records processing.
3. Assist with surgical coordination, when needed.
4. Schedules appointments for patients by phone when they call in.
5. Checks messages on various phone lines throughout the day.
6. Maintains scheduling system so records are accurate and complete.
7. Communicates as needed with physicians/clinicians and other staff about any patient concerns/issues related to insurance verification and scheduling.
8. Uses customer service principles and techniques to deal with patients calmly and pleasantly.
9. Follow all policies and procedures of the practice.
10. Performs other duties as assigned.

Additional Requirements:

• Willingness to travel to auxiliary offices, when needed
• HS Diploma or Equivalent

Performance Requirements:

Knowledge:

1. Knowledge of medical practice protocols related to verification of insurance and scheduling appointments.
2. Knowledge of other staff responsibilities in order to direct patient inquiries to the proper person within our practice.
3. Knowledge of various insurance companies “on-line” resources for insurance verification.
4. Knowledge of customer service principles and techniques.
5. Knowledge of medical terminology and organization services.
6. Knowledge of HIPAA and OSHA rules and regulations.
7. Knowledge of basic math and modern office procedures.

Skills:

1. Skill in communicating effectively with physicians/clinicians about insurance verification and scheduling preferences.
2. Ability to exercise a high degree of diplomacy and tact while multi-tasking.

Abilities:

1. Ability to multitask effectively, dealing with phone calls, in-office patients, staff, and others pleasantly.
2. Ability to communicate calmly and clearly with patients in all circumstances including when they are ill or have an emergency.
3. Ability to analyze situations and respond appropriately.
4. Ability to competently use EClinicalWorks practice management software.

Equipment Operated: Standard office equipment with emphasis on telephone and computer hardware/software, fax machines, scanners, and copiers.

Work Environment: Well lighted medical office. Possible exposure to communicable diseases and other conditions related to clinic setting. Work may be stressful due to a busy office.

Mental/Physical Requirements: Must possess the physical and mental abilities to perform the tasks normally associated with an insurance verification specialist involving sitting approximately 90% of the day with occasional standing, walking, and reaching. Periodic stress occurs from handling many task, phone calls and dealing with patient requests.

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