The Lead Clerk greets patients and clients, collects appropriate data from patients for both registration and limited health care purposes, answers incoming calls, schedules patient appointments, and directs tasks, information, and pertinent patient details to the appropriate personnel. He/she will also ensure that all daily front office tasks are performed and serve as the point of contact for any workflow questions or concerns. All Juniper Health employees will adhere to the Patient Center Medical Home (PCMH) model and work to ensure that patients of all ages receive comprehensive, coordinated and patient-centered whole patient care. The employee will maintain confidentiality at all times.
ESSENTIAL FUNCTIONS:
- Registers patients which include obtaining/verifying correct mailing address, phone number, social security number, and correct insurance information in a timely manner.
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Checks and verifies insurance at time of registration.
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Answers incoming calls, determines purpose of callers and forwards to the appropriate personnel or department.
- Takes and delivers messages or transfers calls to the appropriate personnel using patient message, refill request or methods determined necessary within the current practice management system.
- Explains registration forms and/or intake software system to patients and answers any concerns or questions they may have.
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Offers and explains Juniper Healths Sliding Fee Scale (SFS) policy to patients and obtains criteria required to meet SFS qualifications.
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Serves as the main point of contact in the front office to answer inquiries about organization.
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Monitors visitor access and directs to the appropriate place.
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Schedules patient appointments.
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Monitors and distributes incoming faxes.
- Prepares and/or co-signs daily financial logs/deposits. Ensures deposit is taken to the bank daily.
- Maintain printers and copy machines: copies and routes copies as appropriate; contact IT or vendor for assistance, if needed.
- Retrieves and distributes mail to the appropriate personnel.
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Prepares/places all orders for clinic supplies, if needed.
- Consults with maintenance for appropriate requests for building concerns, repairs, etc. Maintenance will then advise accordingly.
- Adheres to business ethics, compliance and HIPAA standards as set in corporate policies.
- Oversees petty cash workflow, including request, reconciliation, and replenishment.
- Other duties as assigned.
REQUIREMENTS:
- Education: High School Graduate or General Education Degree (GED): Required
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Experience: Zero to two years of experience in a medical field or in a related/customer service area is required.
- Computer Skills: Computer data entry, basic computer operating skills, Excel, Word, and EMR (Electronic Medical Record) preferred
- Other: Excellent communication skills, accuracy
WORK ENVIRONMENT:
- Work is typically performed in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
PHYSICAL DEMANDS:
- The physical demands required of the position are representative of those required of comparable professional positions and must be met by the employee to successfully perform the essential functions of the job. While performing the duties of this job, the employee is required to communicate, operate equipment, observe details at a close range, be in stationary or moving positions, and occasionally lift or move up to 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Please see Human Resources to discuss.
TRAVEL:
- Travel to JHI sites and/or external meetings and trainings may be required.
OTHER:
- The employee is expected to work and be available during regular business hours, however, extended hours and weekend work may be required.