Intake Representative

About This Role

Serve as an Intake Representative, responsible for gathering patient information, managing records, and providing excellent customer service within a medical clinic setting.

Responsibilities

• Interview patients or their representatives to obtain identifying and verifying information (e.g., name, address, age, DOB, SSN, occupation, insurance)
• Obtain authorization for services
• Operate a computer to input and retrieve data
• File patient reports and retrieve patient records
• Demonstrate effective telephone etiquette
• Greet patients and visitors in a polite and courteous manner
• Multi-task to manage an efficient workflow
• Utilize age-specific techniques to communicate with diverse patient populations (neonatal to geriatrics)
• Maintain proficiency in medical terminology
• Complete special projects or other assignments within specified timeframes

Requirements

• Ability to operate a computer to input and retrieve data
• Effective telephone etiquette and polite communication skills
• Ability to multi-task and manage workflow efficiently
• Proficiency in medical terminology

Nice to Have

• Previous experience as a medical office assistant within a medical clinic or similar experience
• Knowledge of medical terminology