● Greeting patients professionally both in person and on the phone

● Answer phone calls, Practice Fusion messages, and in-person inquiries

● Communicate with patients to set up and schedule optimal appointment times

● Gather and track medical information from patients

● Scan and label correctly all forms provided by the patients and inform the correct department

● Inquire and process patients’ health insurance (scan form in the system and inform the correct department for verification

● Verify health insurance, phone number, email, and address from patients.

● Support office with administrative and secretarial task

● Keep your voice low when talking to patients and co-workers

● Answer the phone before the third ring, do not let the phone ring constantly

● Stay at your workstation, do not walk around, clean your area, and make sure it is clutter-free

● Understand and maintain HIPPA regulations

● Communicate with the internal office team and providers to ensure patients are helped and everyday tasks are accomplished

● Assisting patients with filling out our forms and answering their questions

● Scheduling appointments and follow-ups for patients

● Processing payments for patients

● Keep the waiting and reception areas clean and inviting

● Maintaining a working relationship with the rest of the office staff

● Post payments immediately to the correct patient

● Take your lunch on time unless there are many calls on hold

● Collect Copays and Outstanding balances

● Pay attention to the Pin on Practice Fusion

● Check Tebra for balances

● Minimize your time on the phone

● Keep your phone volume high

● Keep your cell phone on the drawer

● If you need to contact another department, send a message via practice fusion or call, do not walk around unless is an emergency

● Do not place patients on hold

● Make sure you sanitize your workstation, phone, keyboard, computer, desk

● Make sure to use the bathroom and eat your food during your lunchtime.

● If you need to use the bathroom, make sure 3 employees are at their desks and you need to inform your teammates.

● If you are making an appointment and the patient has zero balance and zero copay, check the patient In, do not leave the appointment pending.

● Keep the front window closed when no patients are present

● Make sure you make one appt per day, no M.D, Therapist, IOP, TMS on the same day, only one appt.

● Make sure ADHD form is sign and upload in the system prior of bringing the patient for testing.