Receptionist Clerical Float

Job Title: Clerical Float
Department: Clerical
Position Reports To: Clerical Supervisor
FLSA Status: Non-Exempt


Clerical floats cover clerical desks when employees are on vacation or out sick. Floats cover 6 areas for clerical staff and trains for 8 reception desks, Registration, Cashier, Switchboard, Mail Room, and Medical Records. Floats are to greet patients, activate patient files, and move patients through a pre determined schedule of appointments at a physician’s office.

1. Welcomes patients and visitors to the medical office by greeting patients and visitors in person
and on the telephone, and answering inquiries or referring questions to other staff members. 2. Checks in patients and schedules appointments for the physicians and physician assistants 3. Verifies and scans insurance information 4. Collects and post copays or payments on patient accounts. 5. Endeavors to keep patients on schedule by reminding provider of service delays. 6. Assists ill or distraught patients as necessary. Telephones taxis or family members, where
necessary, for transportation. 7. Maintains reception area in neat and orderly condition at all times. 8. Assist in training of new clerical employees to the clinic.
9. May assist other staff members with their duties as work load dictates.

In the course of seeking treatment, patients entrust us with, or allow us to gather, sensitive information in relation to their health and other matters. They do so in confidence and have the right to expect that staff will respect their privacy and act appropriately In the performance of the duties outlined in this Job Description, the clerk may have access to confidential information relating to patients and their carers, practice staff and other healthcare workers. They may also have access to information relating to the practice as a business organisation. All such information from any source is to be regarded as strictly confidential
Information relating to patients, carers, colleagues, other healthcare workers or the business of the practice may only be divulged to authorised persons in accordance with the practice policies and procedures relating to confidentiality and the protection of personal and sensitive data.

Good, solid judgment and discretion needed when using customer service skills in conjunction with set policies and procedures. Clear and conceptual thinking ability, ability to handle work related stress; ability to handle multiple priorities simultaneously

Use computer, office software, and standard office equipment such as: multi line telephone, calculator, fax/copier, and mailing equipment

1. One year medical receptionist background preferred
2. High school graduate or equivalent required
3. One year clerical experience required

1. Personality and demeanor to deal with the public and assist ill, older, or distraught patients.

2. Must have advanced computer skills

3. Must have excellent customer service, time management, and multitasking skills

4. Good sense of organization.

5. Must pay attention to detail, have telephone skills, and be professional at all times.

Regularly required to sit; frequently required to reach with hands and arms, walk, stoop, kneel, crouch, talk, hear, and see; must be able to lift objects up to twenty-five (25) pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The statements above are intended to describe the general nature and level of work performed by people assigned to this job classification. They are not intended to be an exhaustive list of all responsibilities and duties required of people assigned to this job classification. Management reserves the right to change the duties or add to the duties of this job whenever it deems necessary.

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