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Pre-Visit Planning Coordinator

MAHEC, Mountain Area Health Education Center
Asheville, NC Full Time
POSTED ON 4/25/2025
AVAILABLE BEFORE 5/19/2025

JOB SUMMARY :

The Pre-Visit Planning Coordinator will serve patients by receiving, reviewing and reconciling patient registrations, clinical checklists, incoming medical records, required consents and screening tools in advance of scheduled provider appointments while providing an excellent patient and provider experience.

SPECIFIC RESPONSIBILITIES :

  • Receive and review patient demographic information and required signatures
  • Use clinical checklists to ensure appointment type requirements have been received
  • Outreach to patient for any missing or additional required information
  • Regular review and scheduling of annual wellness visit and well child visits
  • Upload approved documents into EHR for provider review
  • Documentation in Electronic Health Record and MAHEC IT systems to flag or relay information with the providers
  • Monitor work queues for incoming patient or providers messages
  • Re-schedule appointments when required
  • Confirms preferred pharmacy information.
  • Coordinate interpreting services for patients
  • Answer phones, checks and respond to voicemails
  • Outreach to referral sources and / or to prior authorization team for additional information if needed
  • Participate in orientation and training of new staff
  • Participate in process improvement of new and existing workflows
  • Actively embraces and supports divisional and organizational initiatives
  • Participate in outreach initiatives, community events, and seasonal clinics
  • Performs outreach and reminder calls to high risk and high acuity patients as defined
  • Obtain patient's legal documentation related to decision-making for Risk review
  • Float within Pre-Access Scheduling functions as needed

This role description is a general description of the essential job functions. It is not intended to describe all the duties the Pre-Visit Planning Coordinator may perform.

KEY COMPETENCIES :

  • Communication Skills
  • Effectively and respectably communicate with other individuals, whether it be a colleague, patient, or patient's family member and appropriately enumerate information in a manner easily understood by all parties. We do this to foster a culture of understanding between all parties, especially in complex and difficult situations, to ultimately provide the best care possible to our patients and their families.

  • Decision Making
  • Ability to make the most appropriate decision in a given situation and then taking the next steps to ensure appropriate and timely completion. This requires conflict resolution skills, critical thinking skills, confidence in your ability to make the right decision in most situations. This also includes ability to prioritize your workday appropriately to ensure the most important tasks are completed on time.

  • HealthCare Knowledge
  • Having the drive to keep yourself abreast and up to date on MAHEC programming and services offered as well as required trainings for job duties and MAHEC's organizational training. Finally, the ability to apply the depth of knowledge maintained and gained through this process in real life scenarios as appropriate.

  • Interpersonal Skills
  • Showing the ability to meet difficult situations with grace, professionalism, and understanding. Within your area of expertise, showing respect and showing empathy where appropriate with your colleagues, patients, and their family at all times, even when its most difficult to do so. This is done, in part, by effective listening, being your authentic self, showing responsibility and dependability, and being patient with others.

  • Organizational Values
  • Adherence to MAHEC's founding principles and incorporating them every day. This includes, among others, having integrity and accountability, reverence for other cultures and equitable practices, ability to manage change, and displaying a clear understanding of organizational dynamics. Doing these things creates a culture where people want to do the best for each other and gives personal ownership towards the goal of helping people in their time of need.

  • Problem Solving
  • Having an analytical mind and ability to work autonomously to solve complex problems that may arise. The wherewithal to think logically through a difficult problem and come to an appropriate resolution for a given issue. Multi- tasking ability between incoming and outgoing work. Measuring success by understanding where we are currently and where we want to go and then applying new ideas to affect positive change.

    SPECIFIED SKILLS

  • COMPUTER
  • Advanced computer skills as related to working with medical office software program(s)

  • Experience with Electronic Health Records; patient privacy and security tenants
  • FOREIGN LANGUAGE
  • Ability to speak Spanish strongly preferred

  • OTHER
  • Knowledge of medical office functions including business office workflows

  • Basic medical terminology proficiency preferred
  • PHYSICAL DEMANDS

  • Not Applicable.
  • SUPERVISORY RESPONSIBILITIES :

  • Not Applicable.
  • EDUCATION AND EXPERIENCE

  • MINIMUM QUALIFICATIONS :
  • Any combination of education and experience equivalent to the following : High school diploma or equivalent, two years of relevant experience, or comparable combined education and / or experience required.

  • PREFERRED QUALIFICATIONS :
  • Previous experience in a medical office / clinical environment / call center preferred.

    REQUIRED LICENSES :

  • Not Applicable.
  • SCHEDULE :

    Regular attendance on-site is an essential function of this position. Typical business hours are Monday - Friday, 8 : 00 am to 5 : 00 pm (or flexed to best meet the needs of the clients and / or the Division); 40 hours per workweek; weekend, holiday, or evening coverage is occasionally required. Work hours will need to be flexible in order to respond to special work assignments, or evening activities, as requested by the team leader.

    Position Compensation : $20.43, full time with full benefits available

    Salary : $20

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