Primary Care Scheduler

Responsibilities include, but are not limited to, scheduling new and returning client appointments, operating telephone queue, entering consumers into the EHR system, coordinate scheduling referrals from other CHN services, collecting, processing insurance information and exceptional communication to all other team members as needed all while providing great customer service.

This is a Full-time, benefit eligible position. The schedule is Monday / Tuesday / Wednesday / Friday 8 : 30am-5 : 00pm, Thursday 9 : 00am-5 : 30pm.

ESSENTIAL FUNCTIONS

• Answer high volume of incoming calls from patients wanting to schedule a new appointment or reschedule an existing appointment
• Schedule for multiple primary care providers in several locations
• Provide excellent customer service
• Ability to manage multiple computer applications using dual monitors
• Understanding of Microsoft Teams and Outlook
• Manage and maintain voicemail box with the expectation voicemails are returned within 15-minutes, no later than same business day
• Verify address, phone number, insurance and potential need for updating annual registration paperwork at each call received
• Inform patients if they need to bring anything to appointment (co-pays, insurance cards, ID, paperwork for sliding fee scale)
• Inform parents or legal guardian that they must be present at the first appointment and / or if annual registration is due.
• Inform patients / parent if they need to bring anything to appointment (medication bottles, shot record)
• Coordinate “triage” to determine urgency of appointment need – seeking consultation from the medical provider or clinic nurse, as needed
• Coordinate and schedule an interpreter if needed with follow-up notification to all appropriate staff.
• Enter and / or run Insurance eligibility in the electronic medical record
• Follow-up on patients who missed their appointment the previous day to reschedule
• Monitor schedule for accuracy, cancellations, and back fill openings
• Maintain current information on primary care providers schedules
• Monitor and manage appointment requests, reminders, cancellations and reschedules through Phreesia software
• Work closely with department and front desk staff as needed
• Attend staff meetings as required
• Conducts self in accordance with Compass Health Network’s policies
• Maintains strictest confidentiality; adheres to all HIPAA guidelines / regulations
• Other duties as assigned