Clinic Assistant I, II, III, IV, V
On-siteFort Wayne, Indiana, United States
Job Summary
Greet patients and visitors professionally while collecting co-pays, calculating sliding fee scale income, and maintaining patient flow through appointment scheduling and check-out support. Manage front desk inventory, initiate HIPAA forms, and run daily money reconciliation. Handle pre-certification requests by contacting insurance carriers for eligibility and prior approvals, then document outcomes in the eClinical Works system. Coordinate with triage nurses for urgent walk-ins, schedule appointments across various clinic types, and manage referral paperwork and lab tracking. Perform medical assistant duties including escorting patients, measuring vital signs, preparing exam rooms, and assisting physicians during visits. Maintain patient confidentiality, update demographics, and ensure compliance with all organizational policies while adapting to changing priorities across all five Clinic Assistant levels.
Required Qualifications
- HIPAA policies and procedures
- eClinical Works (eCW)
- Front Desk responsibilities
- Appointment Scheduling responsibilities
- Pre-Certification responsibilities
- Referral responsibilities
- Medical Assistant Back Office Support responsibilities
- Maintain confidentiality of patient's private protected medical information
- Maintain current demographics and insurance information
- Review any eligibility issues on all patients prior to visit
- Master the ability to identify and assign correct insurance on patient accounts including subscriber information required for proper billing
- Establish Competency eClinical Works (eCW) Check Off Learning Modules
- Master eCW Workflow to Check Out patients, Schedule New & Recheck, Print Patient Summaries, Labs, Appt. Reminders, and Patient Instructions
- Initiate and Update HIPAA Forms
- Run Self Pay Checklist and Medicaid Eligibility
- Perform opening and Closing Reception Service duties
- Coordinate with the Triage Nurse
- Answer all incoming calls in a professional, courteous, and efficient manner
- Schedule appointments according to NH policy and protocols
- Run eligibility inquiry on all patients prior to scheduling
- Take detailed messages via email from caller when voicemail is not an option
- Initiate calls to patients to reschedule or fill gaps
- Work in coordination with the Health Care Workers
- Obtains precertification, prior approval, or pre-determination authorization for medications, procedures/tests, services, medical supplies and durable medical equipment ordered by physician
- Contacts patient's insurance company, including workman's compensation carriers, for eligibility, pre-existing, or exclusions
- Determines if prior approval is needed and notifies the appropriate department staff of outcome
- Contact patient to resolve any issues that occur during the verification process prior to their visit
- Assists in answering patient questions when they present regarding insurance coverage for a procedure
- Documents in the computer system the precertification, prior approval or pre-determination authorization information from the insurance company
- Merge lab results
- Daily checks the schedule for possible add on patients that had not been previously approved through the precertification, prior approval, or predetermination process
- Obtain records for patient encounters
- Interacts with physicians, nurses, coders, and other Clinic staff to gather patient information needed for precertification, prior approval, or pre-determination process
- Prioritize urgent requests
- Obtain a retrospective review on those services where prior authorizations were not obtained
- Document in eCW all information provided by the insurance representative
- Document completion of tasks in eCW
- Notify patient when authorization has been obtained/denied
- Notify pharmacies, hospitals, DME providers, and vendors when authorization has been obtained/denied
- Communicate any changes in pre-certification requirements to relevant staff
- Collaborate with staff on referral needs and payer requirements
- Seeks guidance from licensed staff when needed
- Run eligibility reports on all patients
- Participates in contacting patients prior to office visits to ensure appropriate information is on chart and to clarify reason for appointment
- Tracks On Call to ensure patients are getting timely medical advice while clinic is closed
- Checks recent ER patients through hospital system, determine if they are patients and if so, contact for follow up
- Schedule referral appointments for testing, specialty physicians, outpatient needs, and any other scheduling as determined by the physician during the office visit
- Track referrals, labs, and radiology reports
- Schedule for PT, OT, Speech Therapy, Home Health, or Dietitian/Nutritionist
- Performs basic clerical duties including photocopying, sorting and filing of reports
- Updates patient demographics if inaccuracies are found
- Inspect patient's EMR to ensure completeness prior to appointment
- Escort patient to exam room, interviews patient, measures vital signs such as weight, blood pressure, pulse, temperature, and documents all information in patient's chart within required timeframe
- Assist physician in exam room as needed
- Provide instructions to patient as instructed by physician
- Ensure all related reports, labs, and information is filed and available in patient's medical records prior to appointment
- Keep exam rooms stocked with adequate medical supplies, maintain instruments, prepare sterilization as required
- Anticipates physician's needs, prepares patient appropriately for appointment
- Tracks All Call to ensure patients are getting timely medical advice while clinic is closed
- Assist with scheduling referral appointments for testing, specialty physicians, outpatient needs, and any other scheduling as determined by the physician
- Assist with resulting labs as designated by Clinical Leadership Team
- Maintains current information and knowledge base
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