About this role
Receptionist
Position Summary The Receptionist serves as the first point of contact for patients and plays a vital role in delivering a professional, welcoming, and efficient patient experience. This role is responsible for front desk operations, patient check-in and check-out, scheduling, phone and portal communication, and insurance verification. The Receptionist works closely with clinical staff, providers, and central support teams to ensure smooth clinic flow and accurate administrative processes.
Key Responsibilities
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Patient Check-In & Check-Out
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Check patients in upon arrival by verifying and scanning required identification and insurance cards.
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Ensure completion of all required new patient and follow-up forms.
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Collect time-of-service payments, including copays and self-pay balances, in accordance with clinic policy.
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Check patients out following provider instructions documented in EMR tickler notifications, including:
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Printing and providing patient education materials.
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Printing laboratory, imaging, and referral orders.
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Scheduling follow-up appointments.
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Completing infusion drug start forms via DocuSign on clinic iPads.
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Scheduling & Referral Management
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Schedule new patient appointments for both faxed referrals received through the EMR and self-referred patients.
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Contact patients to collect required demographic, insurance, and referral information and enter data accurately into the medical record.
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Select appropriate appointment types, dates, and times based on clinic guidelines.
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Verify that patient insurance is accepted and communicate coverage information clearly to patients.
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Request PCP referrals and HMO authorizations when required.
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Enter and track new patient referrals in the clinic’s referral tracking spreadsheet.
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Request additional HMO authorizations for established patients as needed.
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Phone, Voicemail & Portal Management
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Answer incoming patient phone calls related to administrative and scheduling questions in a courteous and professional manner.
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Manage patient voicemails and route messages appropriately.
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Monitor and manage the front desk inbox and personal inbox within the EMR.
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Respond to patient portal messages and complete assigned administrative tasks from the office team and central support teams in a timely manner.
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Insurance Verification
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Verify patient insurance eligibility and benefits prior to scheduled appointments.
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Contact patients and/or insurance companies as needed to resolve coverage questions.
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Utilize payer portals such as Availity and individual insurance websites to confirm eligibility and authorization requirements.
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Other Duties
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Perform additional duties as assigned to support front desk operations, clinic efficiency, and patient satisfaction.