What are the responsibilities and job description for the Medical Secretary position at Encompass Wellness?
Benefits : 401(k)
401(k) matching
Competitive salary
Dental insurance
Employee discounts
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Benefits / Perks
Competitive Compensation
Great Work Environment
Career Advancement Opportunities
Job Summary
We are seeking a Medical Secretary to join our team! The Receptionists or Medical / Administrative Secretary is the first line of communication for the individuals accessing our services and are an essential component of making our office run smoothly. Medical / Administrative Secretaries are responsible for scheduling appointments, collecting payments, gathering, and updating records by obtaining the appropriate information from clients and setting up the insurance and pay sources in preparation for billing. Being skilled in Microsoft Office and Azalea are necessary to perform the required tasks. A basic knowledge of how insurance works is helpful but not mandatory. Receptionists must have excellent communication and customer service skills, as well as the ability to multitask and stay organized.
Responsibilities
Treat all clients and staff in a welcoming and professional manner.
Answer phone calls and direct them appropriately.
Ensure clients complete all paperwork necessary to ensure the intake process is accurate and efficient.
Obtain complete and accurate client information, including insurance information.
Collect copays and deductible amounts.
Verify and update client information at each appointment.
Fill in cancellations and no-shows with clients on the waiting list.
Schedule appointments according to office guidelines and providers preferences.
Maintaining the provider’s schedules and preparing for the following day.
Copy and scan client’s hardcopy materials (e.g. ID, referrals, insurance cards, etc.) into the correct location in Azalea.
Use Azalea software to manage client records; reinforce and uphold patient confidentiality as required by HIPAA.
Opening or closing the clinic.
Perform verification of insurance coverage.
Responsible for operating and maintaining office equipment.
Inventory supplies / materials as needed.
Maintain the cleanliness of the reception area.
Alert supervisor to anticipated or actual problems and / or concerns in a timely manner, so that preventive measures and / or solutions may be initiated.
Perform other duties as assigned.
Qualifications
- High School Diploma or equivalent.
- Fluent in the use of Microsoft Word, Excel and other applications.
- Experience working in a medical health environment as receptionist or intake personnel.
- Ability and willingness to work cooperatively with others.
- Maintains and exercises a high degree of discretion when dealing with confidential information.
- Flexibility in workflow
- Ability to multi-task in high-stress situations
- Proficient use or ability to learn multiple technology platforms.