Pre-Visit Planner

JOB SUMMARY: Gather all necessary information, documentation, and test results prior to a patient's appointment. This role supports care teams by reviewing charts, coordinating referrals, and communicating with patients to meet our quality metrics while improving visit efficiency and quality of care.

JOB DUTIES:

• Perform detailed chart reviews, within the EMR, to close identified gaps in care.
• Call patients to collect necessary information and schedule annual visit if necessary.
• Contact other providers and check lab and radiology portals to obtain reports, consults, results, and hospital discharge reports.
• Collaborate with practice administrators, providers, and other care team members via email, phone, or EMR to ensure coordination of care.
• Gather and input data into the Pre-Visit Planning template, then upload template to the patient's chart.
• Additional tasks may be assigned based on departmental needs.
• Create chase lists for varying quality measures.
• Assist in training and new employees

Salary Range:

• $22.50-$25.00 per hour

REQUIRED QUALIFICATIONS:

• Proficient computer skills, including Microsoft Office (specifically Teams and Excel).
• Confidence to communicate and outreach to other community health care organizations and personnel.
• Self-disciplined, energetic, passionate, and innovative.
• Demonstrates strong attention to detail.
• A team player that can follow a system and protocol to achieve a common goal.
• Highly organized and well-developed oral and written communication skills.
• Demonstrates sound judgment, decision-making and problem-solving skills.
• Able to maintain confidentiality with all aspects of information in accordance with practice, State and Federal regulations.
• 2-5 years’ experience in a clinical setting preferred.
• Bilingual (English/Spanish) preferred

PHYSICAL DEMANDS:

Pre-Visit Planner must be able to sit for extended periods of time and possess the manual dexterity required to operate computer systems and keyboard. Lifting 10 -15 pounds may be expected on any given day.