Medical Phone Intake Representative

About This Role

Serve as the initial point of contact for patients, facilitating a seamless and welcoming experience by managing incoming calls, documenting patient information, and scheduling appointments for a clinical team.

Responsibilities

• Answer incoming calls promptly and professionally, serving as the first point of contact for patients
• Obtain and accurately document patient demographics, insurance details, and referral information in the EHR
• Identify and record the reason for each call (e.g., new patient intake, referral, insurance verification, appointment scheduling)
• Schedule consultations, diagnostic tests, and follow-up appointments according to practice protocols and physician availability
• Ensure new patients are scheduled within an appropriate timeframe
• Reschedule missed appointments in compliance with practice guidelines
• Confirm upcoming appointments and provide patients with any required instructions

Requirements

• 1+ year of recent medical office administrative experience
• Ability to communicate effectively with facility staff
• Self-directed multitasker

Qualifications

• 1+ year of recent medical office administrative experience or medical scheduling experience in a call center or medical environment

Nice to Have

• Previous EMR system experience

Skills

* Required skills

Benefits