Clinic Clerk

Overview

Special Instructions

Responsibilities

• Greets patients courteously, determines their needs, and provides appropriate assistance.
• Registers patients by completing required procedures, including preparation of records, reports, notices, service charge slips, and payor information.
• Interviews patients, relatives, or other responsible parties to determine payment arrangements and refers unusual cases to the immediate supervisor.
• Assists self-pay patients with establishing payment arrangements for balances due beyond initial deposits or third-party payments, as appropriate.
• Responds to patient account inquiries and advises patients regarding insurance benefits.
• Receives payments and deposits, issues receipts, and ensures proper accounting of all funds received.
• Posts charges to patient accounts on a daily basis.
• Posts payments to patient accounts on a daily basis.
• Bills patients in accordance with established policies and procedures.
• Determines appropriate billing methods for third-party payors.
• Maintains required registers for Medicare, Medicaid, and other payors as required.
• Contacts insurance carriers and agencies to obtain precertification for ancillary services, admissions, and surgical procedures.
• May transport patients by wheelchair as needed.
• Operates office equipment, including copiers, fax machines, and other assigned equipment.
• Maintains income registers and reports of adjustments to accounts receivable.
• Operates communication systems, including answering and placing telephone calls, paging staff, and maintaining related records.
• Maintains records of incoming toll-charge calls.
• Serves as a clinic receptionist by providing non-clinical information or directing inquiries to the appropriate individual.
• Provides general information regarding a patient's condition or status in accordance with guidelines established by nursing or other authorized personnel.
• Schedules and maintains appointments for clinic physicians.
• Obtains required signatures on reports and records related to the release of information in accordance with clinic policies.
• Assists physicians and nursing personnel as needed.
• Contacts patients, physicians, and other parties to obtain information necessary for accurate insurance and billing processes.
• Types memos, correspondence, billing forms, and other related documents as needed.
• Maintains files, including patient charts, in accordance with established procedures to support efficient clinic and business office operations.
• Compiles periodic reports, statistical reports, and other data as directed.
• Maintains logs of patient charts, including issued and missing records.
• Maintains a clean and safe work environment.
• Performs other related duties as assigned.

Qualifications

Required Education

• High School Diploma or GED equivalent required, preferably with coursework in filing, office methods, and business English.

Required Skills, Knowledge, and Abilities

• Basic computer proficiency in Microsoft Word and Excel.
• Knowledge of medical terminology, CPT coding, and ICD-9 coding.
• Ability to accurately type a minimum of 60 words per minute (WPM).
• Ability to operate various office machines and equipment.
• General knowledge of clerical and business office procedures.
• Strong organizational skills and the ability to work effectively under stressful conditions.

Required Training

• Three (3) to six (6) months of on-the-job training required to attain proficiency in assigned duties and responsibilities.