New Patient Coordinator

Job Summary: This role is focused on welcoming and supporting new patients seeking medical care, guiding them through the onboarding process. Key responsibilities include verifying insurance or self-pay options, accurately registering patients, explaining the sliding-fee discount, collecting income documentation when applicable, and scheduling initial appointments. Additional duties involve managing business office tasks, answering inquiries, confirming active insurance a day prior to appointments, making reminder calls, and other related activities.

Responsibilities:

• Professionally manage incoming and outgoing calls, particularly for new patient referrals.
• Support patients in completing all required intake paperwork.
• Create and maintain new patient charts within the practice management and EMR systems.
• Verify demographic details and insurance information.
• Conduct insurance checks pre-scheduling to ensure in-network eligibility.
• Schedule new patients according to referral and practice guidelines.
• Obtain relevant medical records from outside providers for initial appointments.
• Track new patient metrics for the administrative team.
• Protect patient privacy in compliance with HIPAA guidelines.
• Communicate and coordinate with other departments to support a seamless patient experience.
• Uphold office policies and procedures to maintain smooth daily operations.
• Provide translation services when required.

Key Competencies:

• Strong verbal and written communication skills.
• Ability to build and maintain effective working relationships.
• Excellent customer service, assessment, and critical thinking skills.
• Emotional resilience to manage stress, emergencies, and sensitive situations.
• Self-motivated and resourceful, with strong collaborative skills.
• Ability to prioritize, organize, and meet deadlines.
• Proficient in multitasking and clear communication with patients, families, healthcare teams, and administrators.

Qualifications:

• High school diploma or equivalent.
• Proficient in grammar, typing, and basic computer skills.
• Excellent customer service skills.
• Familiarity with medical terminology.