Clerical Assistant

Duties and Responsibilities

Patient Referral Coordination

• Coordinate and expedite appointments for patients referred from community-based healthcare providers.
• Provide compassionate, patient-centered service by contacting patients to:
  • Confirm appointment preferences and availability.
  • Verify demographic and insurance information to determine eligibility.
  • Guide patients through the scheduling process and answer questions.

Referral Review and Scheduling

• Review referrals for completeness prior to scheduling appointments by ensuring:
  • The receiving clinic is accepting community referrals.
  • All required referral information and supporting clinical documentation have been received.
  • Patient pre-registration is completed accurately and thoroughly.

Communication and Documentation

• Collaborate with clinic service coordinators to schedule patient appointments in a timely manner.
• Maintain accurate, detailed, and timely documentation of all patient, provider, and staff communications within Epic referrals.
• Transcribe manual (e-FAX) referrals into Epic and create new patient records as necessary.
• Prepare and send appointment confirmation letters with visit details, location information, and required financial and clinical documentation.
• Notify referring providers through Epic Care Link In-Basket when patients cannot be reached and request updated contact information.
• Communicate effectively with internal departments and external providers through Epic In-Basket to facilitate continuity of care and address patient needs.

Process Management and Quality Assurance

• Protect the confidentiality, privacy, and integrity of all patient records in compliance with HIPAA and organizational policies.
• Monitor referral queues to ensure timely processing, minimize delays, and prevent referral backlogs.
• Respond professionally to incoming referral calls while providing exceptional customer service and patient-centered support.

• Professionalism and Team Collaboration

• Demonstrate dependable attendance, punctuality, and accountability.
• Foster a respectful, collaborative, and positive work environment through effective communication and teamwork.
• Take ownership of assigned responsibilities, follow tasks through to completion, and apply sound judgment when resolving issues.
• Welcome feedback, pursue continuous learning, and contribute to process improvement initiatives.
• Work independently while effectively managing priorities in a fast-paced healthcare environment.
• Adhere to all corporate, departmental, regulatory, and compliance policies while maintaining the highest standards of professionalism, ethics, and integrity.

• Two years experience
• Prior medical office experience and knowledge of medical terminology preferred.
• Experience verifying insurance and scheduling appointments required
• Bilingual Spanish (basic proficiency at minimum) is MUST.

• High School Diploma/ GED

• 9:00 AM-5:00 PM
• 40 hours/week
• 5 days week

• TRANSFER ACCESS CAPACITY CENTR

ATD Technology, LLC is a certified minority woman owned business that creates opportunities to match qualified individuals with client programs while meeting all parties' financial and technical goals. ATD is a full service provider with offerings in Contract, Permanent and Temp-to-Perm staffing solutions. We serve Fortune 1000, mid cap and small cap companies in the Commercial, Public and Government sectors.