Team Leader Medical Office Assistant

Mission Statement
To advance the health and wellbeing of our community with a compassionate and caring spirit.

A Brief Overview
Maintains positive patient oriented services in the provision of medical office services to the patient, family members, visitors and physicians in the office setting. Greets, instructs and directs patients while in the office setting. Assists in scheduling and rescheduling appointments. Obtains demographic, insurance and other information from patients when registering for appointment. Assists in discharge process from medical office including collecting payments, posting charges, issuing receipts and posting payments.


What you will do

• Greets public in a courteous manner and with a smile.
• Maintains patient confidentiality in all activities and at all times. Adheres to HIPAA regulations.
• Utilizes the electronic health record system for new patient registration, including patient demographics, insurance and/or payer information.
• Utilizes the electronic health record system to obtain demographic, insurance and other information from patients when registering for appointments, scans insurance cards, driver’s license, financial and HIPAA forms and records local emergency contacts.
• Distributes new patient information packet.
• Establishes patient registration, including verifying and updating insurance/payer information and patient demographics each visit.
• Schedules and reschedules appointments according to office guidelines.
• Checks in and checks out patients to include knowledge of appropriate ICD-9, CPT or HCPCS guidelines in coding and posting of procedures to ensure accurate billing.
• Checks in and checks out patients to include knowledge of requests and accept payment at time of check-in per insurance guidelines to include co-pays, deductibles and patient due balances and issues receipt.
• Checks in and checks out patients to include knowledge of posting payment as received to appropriate patient accounts.
• Checks in and checks out patients to include knowledge of researching and collecting past due accounts.
• Balances daily cash drawer prior to closing office each day.
• Prepare daily deposits for pick up or gives it to the Practice Manager as defined by office workflow.
• Runs and works the following reports utilizing the electronic health record system. (Referral; patient work queue; PB user batch; cash drawer and scheduling reports)
• Documents in the electronic health record system all no shows or cancellations.
• Prints encounter form labels and prepare routers for the next day's patients.
• Print schedules for physicians, nurses and front desk.
• Answers phones and take messages courteously and in detail as dictated by office policy.
• Directs questions to appropriate staff and acts as liaison between patient and account representative.
• Calls patients the day prior to their scheduled appointment if not using a system.
• Responsible for rolling phone to and from answering services.
• Maintains clean and neat work environment.
• Monitors patient waiting area for patient problems and maintains neatness in the area.
• Opens, distributes and files incoming mail daily. Prepares outgoing mail daily.
• Handles all requests for copies of records with signed requests and authorizations.
• Checks and maintains adequate supplies of all front office stock; requests reorders in a timely manner.
• Maintains current knowledge base through reading Education Alerts and seminar/conference attendance as approved by the Practice Manager.
• Attends staff and other assigned meetings as required.
• Assures safe patient care environment by adhering to OSHA, HFAP and HIPAA guidelines and office policies and procedures.
• Complies with Standards of Employee Conduct.

Education Qualifications

• High School Diploma or General Education Degree (GED) General Required

Experience Qualifications

• Minimum of three years' relevant experience clerical and computer experience Required

Skills and Abilities

• Physician office or clinic setting
• Ability to speak and listen to communicate effectively with patients and family members of all ages, physicians, co-workers and other personnel requiring appropriate information as it pertains to the provision of services at the medical office. Must be able to communicate on a one-to-one basis using appropriate grammar, vocabulary and word usage. Requires clear speech and auditory acuity.
• Ability to apply mathematical concepts such as addition, subtraction and multiplication to calculate amounts.
• Ability to define and resolve problems and implement effective solutions, report appropriately to the Practice Manager
• Requires computer and systems competency in the following areas: enter data; retrieves data; assemble and organize data; uses and analyze data. The ability to learn and use the provided electronic health record system within a reasonable amount of time, as designated by the Practice Manager

Remote Work Capable
No

Physical Demands

• Light Light physical requirements Light Work - Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly (Constantly: activity or condition exists 2/3 or more of the time) to move objects. Physical demand requirements are in excess of those for Sedentary Work. Even though the weight lifted may be only a negligible amount, a job should be rated Light Work: (1) when it requires walking or standing to a significant degree; or (2) when it requires sitting most of the time but entails pushing and/or pulling of arm or leg controls; and/or (3) when the job requires working at a production rate pace entailing the constant pushing and/or pulling of materials even though the weight of those materials is negligible. NOTE: The constant stress and strain of maintaining a production rate pace, especially in an industrial setting, can be and is physically demanding of a worker even though the amount of force exerted is negligible.

Travel



Driving

• Drives personal vehicle for company business 25% or more of the time to perform essential functions of the job No
• Operates company vehicles as essential function of the job No
• Valid Drivers License Required No
• Valid Commercial Drivers License (CDL) Required No

Disclaimer
The duties, responsibilities, and qualifications listed above are intended to describe the general nature and level of work being performed by individuals assigned to this job. This is not intended to be an all-inclusive list of duties, responsibilities, and qualifications. The company reserves the right to modify, add, or remove duties and responsibilities at its discretion. This job description does not constitute an employment contract and the employer retains the right to terminate employment at will, with or without cause, at any time. The company is an equal opportunity employer and prohibits discrimination based on race, color, gender, age, disability, religion, or any other legally protected characteristic.