Billing, Call Centers, Co-Payments, Communication Skills, Customer Support/Service, Demographics, High School Diploma, Insurance, Liability Insurance, Medical Office, Microsoft Exchange Server, Orthopedic Surgery, Patient Care Authorizations, People Management, Primary Care, Team Lead/Manager
Pre Registration/Call Center Customer Service Secretary
- Syracuse
- Administrative, Secretarial & Clerical
- Full-time
- Opening on: Jul 21 2026
- Orthopedic Surgery
- MedBest
- Medical Secretary, G3
- 90518
- N/A
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Job Summary:
Knowledge of EPIC appointment scheduling and ability to schedule, cancel, and work in patient appointments. Obtains required demographics and insurance data and enters information into EPIC.
- Capable of setting up accounts, adding and/or changing demographics and insurance information, understands procedures needed to ensure accuracy.
- Follows protocol to merge duplicates.
- Proficient in following provider preference scheduling protocols and office wide scheduling protocols to ensure patients are scheduled appropriately and with the proper sub-specialty.
- Accurately prepares add on charts. Obtains necessary notes, reports and results from referring providers.
- Communicates the necessity of diagnostic testing films and reports needed for the appointment as appropriate.
- Possesses strong customer service skills. Ability to listen effectively to maintain patient confidence and trust.
- Ability to effectively communicate in both a verbal and/or written manner with patients, providers, co-workers and management. Knowledgeable in all aspects of insurance referrals.
- Obtains necessary insurance authorizations from primary care offices as needed. Informs patient of authorization responsibilities as appropriate.
- Documents authorization information in EPIC.
- Accurately registers all patients; proficiently obtains and enters all demographic and billing information;
- Properly documents notes in account.
- Consistently identifies when referrals are required, submits appropriate requests to the authorization team and/or notifies patients to obtain.
- Knowledgeable in current billing information/plans and office billing protocols/policies.
- Keeps up to date information regarding participation and referral information.
- Routinely documents the reason for the appt, referring MD and all necessary information requested by secretarial and patient care staff.
- Uses appropriate triage questions to determine appointment urgency.
- Consistently reminds patients to bring insurance cards, co-pays and any reports, notes or imaging scans (as required).
- Effectively and consistently communicates office policies with patients: Par vs. non-par insurance and thoroughly explains options self-pay, payment due and thoroughly explains options, liability and/or school insurance and thoroughly explains options on Health Exchange, par vs. non-par and thoroughly explains options willingly.
- Performs other assignments and duties as requested by supervisor and does so in a complete manner. Other duties and tasks as needed and directed by Supervisor or Team Leader
Minimum Qualifications:
High school or equivalent and two years of directly related medical secretary/office experience. Will consider equivalent combination of education and experience.
Preferred Qualifications:
Work Days:
Monday - Friday 8:30 am - 5:00 pm
Message to Applicants:
Our benefits package includes health, dental and vision insurance, eligibility for employer 401k funding after 1 year (3% quarterly/5% annual on vesting schedule), tuition reimbursement, generous paid time off, including vacation and personal time, paid sick leave, holidays and floating holidays
G3: $18.50 - $28.36
Please note the salary information shown is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as internal equity, market and business considerations.
Recruitment Office: MedBest Medical Management
S
SUNY Upstate Medical University