Receptionist Duties
Below is a list of duties that are assigned to the receptionist. Others may help but this person is responsible. The receptionist should regularly review this list at least every quarter during his/her regular performance review.
Mantra: "Greet all by Name and Not Lose Them"
Primary Duties
1. Open the Office (10 min. early, check e-mail, voice mail).2. Create checklist and all claims (at beginning of shift).
3. Setup/verify "doctor patient" insurance.
4. Greet each patient with a smile.
5. Monitor flow/schedule of ALL patients (call patient 5 min. if not arrived).
6. Answer the phone and monitor e-mail.
7. Send claims, Dr. follow-up call e-mail, pt e-mail & text reminders, enter portal numbers, close the office.
8. Confirmation Phone Call and Pt e-mail & text reminders
Secondary Receptionist duties (if you get to them)
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**If the coordinator is busy or not working, also do the coordinator's duties**
- Complete Assistant Checklists.
- Manage mail.
- Tetris the schedule & confirm appointments two days in advance.
- Create and call labs for pickup.
- Check NEA program for claims that need attachments daily.
- Prepare/pre-fill forms for new patients before they come.
- Gather/enter new patient information (forms, picture, etc).
- Keep front entrance/reception/beverage bar area clean.
- Keep magazines, organized, subscribed, and filtered.
- Clean patient bathrooms.
- Maintain the copier & inventory administrative supplies.
- Resolve account questions or forward them to our account specialist.
- Keep ASAP list.
- Send recall and confirmation post cards & e-mails.