JOB TITLE:  Open Access Scheduler

GENERAL SUMMARY OF POSITION:  This position is responsible for reviewing patient referrals to determine the appropriateness for scheduling procedures and office visits.

IMMEDIATE SUPERVISOR:  Reports to the Open Access/Recall Supervisor

JOB SUPERVISORY RESPONSIBILITIES:  None

ESSENTIAL FUNCTIONS:

1. Review all patient information forms and referrals to determine how to schedule a patient based on Open Access program guidelines.
2. Schedule patients for office visits and procedures based on scheduling guidelines.
3. Review patient medical questionnaire and inform patients about pre procedural prep process and how to take prep medication.
4. Perform all follow-up patient touchpoint requirements based on Open Access workflow guidelines through appropriate communication tools i.e., patient portal messages, phone calls, etc.
5. Create Patient accounts in electronic medical record system.
6. Enter patient insurance, demographic information, and medical history forms in the electronic medical record system.
7. Complete all documentation required by Open Access workflow.
8. Create and load all external and self-referrals into electronic medical record system from faxes and CGH website request.
9. Prepare and send patient packets to patient via the appropriate method mail, patient portal, etc.
10. Reschedule and cancel patient appointments as necessary based on patient request and provider availability.
11. Adapt to updates and changes in electronic medical record system.
12. Maintain confidentiality.
13. Keep current with healthcare trends and practices.
14. Attends required meetings and participate in committees as requested.
15. Reports any issues and concerns to manager to ensure quality patient service.
16. Other general office duties as assigned by Open Access/Recall Supervisor

EDUCATION:  High School Diploma

EXPERIENCE:  Minimum six (6) months appointment scheduling experience within a large medical office.  Front desk experience will be considered if appointment scheduling was one of assigned tasks.

QUALIFICATIONS (Knowledge, Skills, and Abilities):  The job holder must demonstrate current competencies applicable to job position including but not limited to:

1. Good verbal and written communication skills.
2. Good telephone skills.
3. Good computer skills.
4. Good medical terminology skills.
5. Ability to establish priorities and meet deadlines.
6. Must demonstrate initiative and problem-solving skills.
7. Knowledge of computer systems, programs, and applications.
8. Knowledge of medical terminology.
9. Knowledge of HIPAA guidelines.
10. Knowledge of patient account policies and practices of the clinic.
11. Knowledge of organizations’ policies and procedures.
12. Ability to schedule medical appointments based on availability.
13. Skill in general office procedures, data entry, and telephone etiquette.

ENVIRONMENTAL/WORKING CONDITIONS:

Normal office environment.  Involves frequent contact with staff, patients, and the public.  Work may be stressful at times. 

PHYSICAL/MENTAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear.  The employee will be sitting 6-8 hours a day.  The employee must occasionally lift and/or move up to 25 pounds.  Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.  Must operate normal office equipment such as phone, computer, fax machine, and copy machine.

FLSA DESIGNATION: Non-Exempt

This description is intended to provide only basic guidelines for meeting job requirements Responsibilities, knowledge, skills, abilities and working conditions may change as needs evolve.

Charlotte Gastroenterology and Hepatology P.L.L.C. is proud to be an Equal Opportunity Employer. We do not discriminate based on race, color, gender, disability, protected veteran, military status, religion, age, creed, national origin, gender, identity, sexual orientation, marital status, genetic information, or any other basis prohibited by local, state, or federal law.