1. Greet each patient

2. Verify name and address

a. Get updated patient registration

b. Scan insurance cards

c. Pull Insurance benefits

3. Review demographics and change as needed

4. Remember to verify insurance on all new patients and all physicals.

5. Collect co-pay / forward to billing to discuss any outstanding balances

6. How patient paid should be correctly written on fee slip

7. Take fee slip to clinic area and place in physician specific area

8. Other front office duties as needed or as requested by management

9. Reminder calls for physicals and annual wellness

10. Complete PAF sheets prior to patient appointments

11. Scan

12. Fax

13. Copy Medical Records

Check-Out Position

1. Give patient information sheet and prescriptions

2. Book future appointments as needed

3. Inquire about lab work

4. Separate charts to be filed and take to medical records; charts pending lab results; charts pending referrals; charts pending demographic information that were not completed at check in

5. Reminder calls for next day appointments

6. Other office duties as needed or as requested by management or to assist the check-in team.

Telephone

1. Answer all incoming calls by the third ring

2. After determining the nature of the call, forward all calls to appropriate voice mail or person