Pre-Visit Planner

JOB SUMMARY: Gather all necessary information, documentation, and test results prior to a patient's appointment. This role supports care teams by reviewing charts, coordinating referrals, and communicating with patients to meet our quality metrics while improving visit efficiency and quality of care.

JOB DUTIES:

• Perform detailed chart reviews, within the EMR, to close identified gaps in care.
• Call patients to collect necessary information and schedule annual visit if necessary.
• Contact other providers and check lab and radiology portals to obtain reports, consults, results, and hospital discharge reports.
• Collaborate with practice administrators, providers, and other care team members via email, phone, or EMR to ensure coordination of care.
• Gather and input data into the Pre-Visit Planning template, then upload template to the patient's chart.
• Additional tasks may be assigned based on departmental needs.
• Create chase lists for varying quality measures.
• Assist in training and new employees