Intake Specialist

Position Summary

Promotes a professional practice imageby efficient performance to facilitate the smooth flow of patients and workthroughout the organization. Receivesand registers patients and visitors in a prompt and courteous manner; managesthe telephone, schedules appointments, prepares charts, collects patientpayments, processes forms.

Job Responsibilities
• Greetspatients and visitors in a friendly, timely and professional manner, whether inperson or via telephone, determines their needs and responds accordingly.
• Obtainsand enters current & accurate demographic and insurance data, includinginsurance cards into patient registration system prior to EMR check-in.
• Obtainssigned financial policy and HIPAA authorizations on all new and annualpatients.
• Verifiesmedical insurance coverage and documents benefits information.
• Demonstratesworking knowledge of medical insurance terminology and primary v secondary, etc
• Collectsmoney at check-in in accordance with window collection policy.
• Maintainssecure and accurate patient payments
• Preparesdaily deposit of office co-pays collected.
• UtilizesEMR and PM system accurately.
• Schedulespatient appointments according to policy as needed. Ensures physician templateis followed; responds to patient referral requests within 48 hrs.
• PreparesEMR charts for clinic's schedule assigned, obtaining medical records prior toappointment
• Remindseach patient of their appointment for the following day and provides completeinstructions for the visit; notifies patient of applicable payment due.
• Follow-upon patient no-shows; send reminder notices when appropriate.
• Followconfidentiality and HIPAA privacy rules
• Acceptsand signs for mail parcels and other deliveries, notifying recipientimmediately of their arrival.
• Maintainsan orderly, neat and clean front desk area and waiting room.
• Performany other services deemed reasonable by physician or supervisor.

Qualifications

Educationand Experience: High school diploma or equivalent. Aminimum of one year's experience in a medical office or other healthcaresetting preferred.

Knowledge:Modern operational methods inherent to amedical practice; clerical equipment, operations and processes; must have abasic understanding of medical terms and abbreviations; usage of computersystems; the mechanics of health insurance and PPO networks; various medicalforms, reports and processing methods; patient confidentiality/HIPAAregulations; possess a fundamental knowledge of basic billing procedures.

Abilities:Make a great first impression andsustain it; utilize telephone etiquette and professionalism; exhibit stronginterpersonal skills; follow set routines and be alert to variations to actaccordingly; establish and maintain cooperative relationships with staffmembers; create a responsive, caring environment for patients; respond promptlyto physicians' directions; maintain medical records in a concise and accuratemanner; react quickly in emergency situations; recognize and prevent possiblesafety hazards; exercise independent judgment; communicate clearly andconcisely; process a variety of medical reports; understand and enforce thefinancial policy of the practice and recognize and correct costly data captureerrors; fosters a positive working environment that is responsive to patientneeds.