Clerical
for section headings. Use - for any list of duties/requirements/benefits, and
for prose. Do not repeat job title as heading. Do not put Job ID etc as headings; fold minor metadata into short
or drop it. Remove boilerplate etc. Preserve all substantive info.
We need to decide which sections to include based on content.
We have:
- Primary function: description of role. Could be "About the role".
- Responsible for: performing general clerical duties as well as daily patient charges and assisting with maintaining efficient operation. Could be "Responsibilities".
- Special demands: list of personal attributes: accept responsibility, respect authority, good judgement, common sense, willingness to work under pressure, accept constructive criticism, hold in confidence medical records, work with individuals of all ages. Could be "Requirements" or "Skills". Might be "Requirements".
- Qualifications: Education: completed twelfth grade. Experience: background of secretary/receptionist work. Could be "Qualifications".
- Primary Duties: list of duties (coordinates and schedules appointments, maintains records, records charges, tracks deductibles, performs receptionist duties, processes dictation, etc). Could be "Responsibilities" as well.
- Receptionist Duties: detailed sub-duties (answering phone, new patient, checking in/out, scheduling). Could be part of responsibilities.
- General source of workers: recruited individuals with clerical background on aptitude. Could be "Qualifications" maybe.
- Promotion: Insurance Clerk/Office Manager. Could be "About the role" maybe not needed.
- Supervised by: Office Manager and Clinical Director. Could be "About the role".
We need to avoid filler sections like Benefits, Pay, Schedule unless present. Not present.
Thus we can have sections: About the role, Responsibilities, Requirements, Qualifications. Possibly Skills if we separate special demands as Skills. But we can combine.
We need to use
- for any list of duties/requirements/benefits. So for lists we need
. For prose we use .
We must not repeat job title as heading. Title is "ClericalID:9561Location:Clanton, ALDepartment:50-Office.Clerical1Status:Full Time Front Office/Receptionist". We'll not use that.
We need to include all substantive info. Let's extract.
Primary function: "The Receptionist is a non-licensed worker who has completed an on-the-job training program. The primary function of the Receptionist is to perform office-related duties."
Responsible for: "Performing general clerical duties as well as daily patient charges and assisting with maintaining the efficient operation of the facility."
Special demands list:
- Must be able to accept responsibility and respect authority.
- Must demonstrate good judgement and common sense.
- Willingness to work under pressure.
- Must be able to accept constructive criticism.
- Must be able to hold in confidence medical records of all patients.
- Must be able to work with individuals of all ages.
Qualifications:
- EDUCATION: Must have completed the twelfth grade level of school.
- EXPERIENCE: Background of secretary/receptionist work.
Primary Duties list:
- Coordinates and schedules patients’ appointments.
- Maintains all aspects of patient medical records, including scheduling 30-day re-evaluations and re-certifications for Medicare.
- Records daily patient charges and assists with deposit.
- Tracking and collection of patient’s deductibles and copayments.
- Performs general receptionist/secretarial duties such as answering phone, phone messages, filing, etc.
- Processes all dictation, copies and forwards to referring doctor to include Medicare recerts.
- Any other duties as assigned by the Office Manager/ Clinical Director.
Receptionist Duties sublist (maybe we can incorporate into responsibilities). But we need to preserve all detail. Could create a nested list? Probably just a flat list under Responsibilities.
Let's list them:
Answering phone:
- Answer phone before third ring using a pleasant voice state "Good Morning/Afternoon, company name and who is speaking".
- If the person calling is trying to reach someone who is not available, always offer to take a message.
New patient:
- When new patients call to schedule appointments they should be given an appointment within 24-48 hours, if possible.
- Obtain patient's name, phone number, diagnosis, referring doctor, frequency and duration as stated on prescription and insurance information.
- Use new patient referral sheets to log this information.
- Call insurance company for verification of insurance, percentage of coverage for rehab services, deductible information and if this has been met and precert rehab services if required.
- If patient is workman's comp, then prior authorization for frequency and duration must be done prior to patient's first appointment.
- Fill out workman's comp authorization form, be sure and obtain a(employer’s name, file or claim number, address) mail claims and length of authorization.
- Pre-cert workman's comp if indicated by adjuster and log precert information on bottom of workman's comp authorization form so future authorization will be easily noted to precert.
Checking in patients:
- Greet patients upon arrival and provide them with a sign in sheet.
- Always use patient's name when addressing them, if possible.
- Provide new patients with patient information sheet and either financial or workman's comp information sheet.
- Obtain rehab prescription and copy of insurance cards.
- Make patient's chart according to instructions in PATIENT CHARTS.
- Make up charge ticket for therapist inputting patient's name, date and therapist initials.
- Notify appropriate office personnel that patient is ready to be brought back for treatment.
Checking out patients:
- Have designated office personnel discuss patient's account, insurance coverage and inform them of their ESTIMATED portion of their bill.
- Set up payment schedule and have patient sign appropriate promissory note if applicable.
- Collect patient's co-payment daily.
- Schedule patient for next appointment.
Scheduling patients:
- Schedule patients on a weekly/daily basis for their appointment times, trying to accommodate work schedules when necessary.
- Inform patient if they require specific appointment times to schedule their appointments early for the coming week.
- When scheduling patient for the next weeks appointments, ask if they have a return appointment with their physician and write 'Letter to Doctor" above their name on appointment book prior to M.D. visit.
General source of workers:
- Recruited individuals with clerical background on aptitude.
Promotion:
- Insurance Clerk/Office Manager
Supervised by:
- Office Manager and Clinical Director
We need to decide sections.
Option: About the role: combine primary function, responsible for, general source, promotion, supervised by? Might be too much.
Better: About the role: primary function and responsible for (short prose). Responsibilities: list of duties (primary duties + receptionist duties). Requirements: special demands (personal attributes). Qualifications: education + experience + general source? Actually general source is about recruitment, could be part of qualifications. Promotion and supervised by maybe not needed but could be included in About the role.
We must not invent sections with filler. So we include only those with content.
Thus sections:
About the role
The Receptionist is a non-licensed worker who has completed an on-the-job training program. The primary function of the Receptionist is to perform office-related duties, including performing general clerical duties as well as daily patient charges and assisting with maintaining the efficient operation of the facility. The role is recruited from individuals with a clerical background, offers potential promotion to Insurance Clerk/Office Manager, and is supervised by the Office Manager and Clinical Director.
That captures primary function, responsible for, general source, promotion, supervised by.
Responsibilities
- Coordinates and schedules patients’ appointments.
- Maintains all aspects of patient medical records, including scheduling 30-day re-evaluations and re-certifications for Medicare.
- Records daily patient charges and assists with deposit.
- Tracks and collects patient’s deductibles and copayments.
- Performs general receptionist/secretarial duties such as answering phone, phone messages, filing, etc.
- Processes all dictation, copies and forwards to referring doctor to include Medicare recerts.
- Answers phone before third ring using a pleasant voice stating "Good Morning/Afternoon, company name and who is speaking"; offers to take a message if the requested person is unavailable.
- When new patients call to schedule appointments, provides an appointment within 24-48 hours if possible, obtains patient details, logs on new patient referral sheets, verifies insurance coverage, handles workman's comp prior authorization and precertification as needed.
- Greets patients upon arrival, provides sign-in sheet, uses patient's name, provides information sheets, obtains rehab prescription and insurance cards, creates patient chart and charge ticket, notifies office personnel when patient is ready for treatment.
- At checkout, has office personnel discuss account and insurance coverage, informs patient of estimated portion, sets up payment schedule, obtains promissory note if applicable, collects co-payment daily, schedules next appointment.
- Schedules patients weekly/daily, accommodates work schedules, informs patients of specific appointment times, asks about return physician appointments and notes 'Letter to Doctor' on appointment book prior to M.D. visit.
- Performs any other duties as assigned by the Office Manager/Clinical Director.
Requirements
- Must be able to accept responsibility and respect authority.
- Must demonstrate good judgement and common sense.
- Willingness to work under pressure.
- Must be able to accept constructive criticism.
- Must be able to hold in confidence medical records of all patients.
- Must be able to work with individuals of all ages.
Qualifications
- Education: Must have completed the twelfth grade level of school.
- Experience: Background of secretary/receptionist work.
We need to ensure we didn't miss any detail: "Primary Duties" list includes "Coordinates and schedules patients’ appointments." etc. We included those. Also "Processes all dictation, copies and forwards to referring doctor to include Medicare recerts." included. "Any other duties as assigned by the Office Manager/ Clinical Director." included.
We also included "Records daily patient charges and assists with deposit." and "Tracking and collection of patient’s deductibles and copayments." Good.
We included "Performs general receptionist/secretarial duties such as answering phone, phone messages, filing, etc." Good.
We included the detailed phone answering, new patient, checking in/out, scheduling details.
We included "General source of workers: Recruited individuals with clerical background on aptitude." in About the role.
We included "Promotion: Insurance Clerk/Office Manager" and "Supervised by: Office Manager and Clinical Director" in About the role.
Check for any leftover: "PRIMARY FUNCTION", "RESPONSIBLE FOR", "SPECIAL DEMANDS", "Qualifications", "Primary Duties", "RECEPTIONIST DUTIES", "GENERAL SOURCE OF WORKERS", "PROMOTION", "SUPERVISED BY". All covered.
We must not include Benefits, Pay, Schedule sections.
Now output only HTML fragment.
Make sure to use proper HTML tags: About the role
for prose. Do not repeat job title as heading. Do not put Job ID etc as headings; fold minor metadata into short
or drop it. Remove boilerplate etc. Preserve all substantive info. We need to decide which sections to include based on content. We have: - Primary function: description of role. Could be "About the role". - Responsible for: performing general clerical duties as well as daily patient charges and assisting with maintaining efficient operation. Could be "Responsibilities". - Special demands: list of personal attributes: accept responsibility, respect authority, good judgement, common sense, willingness to work under pressure, accept constructive criticism, hold in confidence medical records, work with individuals of all ages. Could be "Requirements" or "Skills". Might be "Requirements". - Qualifications: Education: completed twelfth grade. Experience: background of secretary/receptionist work. Could be "Qualifications". - Primary Duties: list of duties (coordinates and schedules appointments, maintains records, records charges, tracks deductibles, performs receptionist duties, processes dictation, etc). Could be "Responsibilities" as well. - Receptionist Duties: detailed sub-duties (answering phone, new patient, checking in/out, scheduling). Could be part of responsibilities. - General source of workers: recruited individuals with clerical background on aptitude. Could be "Qualifications" maybe. - Promotion: Insurance Clerk/Office Manager. Could be "About the role" maybe not needed. - Supervised by: Office Manager and Clinical Director. Could be "About the role". We need to avoid filler sections like Benefits, Pay, Schedule unless present. Not present. Thus we can have sections: About the role, Responsibilities, Requirements, Qualifications. Possibly Skills if we separate special demands as Skills. But we can combine. We need to use
- for any list of duties/requirements/benefits. So for lists we need
- . For prose we use
- Coordinates and schedules patients’ appointments.
- Maintains all aspects of patient medical records, including scheduling 30-day re-evaluations and re-certifications for Medicare.
- Records daily patient charges and assists with deposit.
- Tracks and collects patient’s deductibles and copayments.
- Performs general receptionist/secretarial duties such as answering phone, phone messages, filing, etc.
- Processes all dictation, copies and forwards to referring doctor to include Medicare recerts.
- Answers phone before third ring using a pleasant voice stating "Good Morning/Afternoon, company name and who is speaking"; offers to take a message if the requested person is unavailable.
- When new patients call to schedule appointments, provides an appointment within 24-48 hours if possible, obtains patient details, logs on new patient referral sheets, verifies insurance coverage, handles workman's comp prior authorization and precertification as needed.
- Greets patients upon arrival, provides sign-in sheet, uses patient's name, provides information sheets, obtains rehab prescription and insurance cards, creates patient chart and charge ticket, notifies office personnel when patient is ready for treatment.
- At checkout, has office personnel discuss account and insurance coverage, informs patient of estimated portion, sets up payment schedule, obtains promissory note if applicable, collects co-payment daily, schedules next appointment.
- Schedules patients weekly/daily, accommodates work schedules, informs patients of specific appointment times, asks about return physician appointments and notes 'Letter to Doctor' on appointment book prior to M.D. visit.
- Performs any other duties as assigned by the Office Manager/Clinical Director.
- Must be able to accept responsibility and respect authority.
- Must demonstrate good judgement and common sense.
- Willingness to work under pressure.
- Must be able to accept constructive criticism.
- Must be able to hold in confidence medical records of all patients.
- Must be able to work with individuals of all ages.
- Education: Must have completed the twelfth grade level of school.
- Experience: Background of secretary/receptionist work.
. We must not repeat job title as heading. Title is "ClericalID:9561Location:Clanton, ALDepartment:50-Office.Clerical1Status:Full Time Front Office/Receptionist". We'll not use that. We need to include all substantive info. Let's extract. Primary function: "The Receptionist is a non-licensed worker who has completed an on-the-job training program. The primary function of the Receptionist is to perform office-related duties." Responsible for: "Performing general clerical duties as well as daily patient charges and assisting with maintaining the efficient operation of the facility." Special demands list: - Must be able to accept responsibility and respect authority. - Must demonstrate good judgement and common sense. - Willingness to work under pressure. - Must be able to accept constructive criticism. - Must be able to hold in confidence medical records of all patients. - Must be able to work with individuals of all ages. Qualifications: - EDUCATION: Must have completed the twelfth grade level of school. - EXPERIENCE: Background of secretary/receptionist work. Primary Duties list: - Coordinates and schedules patients’ appointments. - Maintains all aspects of patient medical records, including scheduling 30-day re-evaluations and re-certifications for Medicare. - Records daily patient charges and assists with deposit. - Tracking and collection of patient’s deductibles and copayments. - Performs general receptionist/secretarial duties such as answering phone, phone messages, filing, etc. - Processes all dictation, copies and forwards to referring doctor to include Medicare recerts. - Any other duties as assigned by the Office Manager/ Clinical Director. Receptionist Duties sublist (maybe we can incorporate into responsibilities). But we need to preserve all detail. Could create a nested list? Probably just a flat list under Responsibilities. Let's list them: Answering phone: - Answer phone before third ring using a pleasant voice state "Good Morning/Afternoon, company name and who is speaking". - If the person calling is trying to reach someone who is not available, always offer to take a message. New patient: - When new patients call to schedule appointments they should be given an appointment within 24-48 hours, if possible. - Obtain patient's name, phone number, diagnosis, referring doctor, frequency and duration as stated on prescription and insurance information. - Use new patient referral sheets to log this information. - Call insurance company for verification of insurance, percentage of coverage for rehab services, deductible information and if this has been met and precert rehab services if required. - If patient is workman's comp, then prior authorization for frequency and duration must be done prior to patient's first appointment. - Fill out workman's comp authorization form, be sure and obtain a(employer’s name, file or claim number, address) mail claims and length of authorization. - Pre-cert workman's comp if indicated by adjuster and log precert information on bottom of workman's comp authorization form so future authorization will be easily noted to precert. Checking in patients: - Greet patients upon arrival and provide them with a sign in sheet. - Always use patient's name when addressing them, if possible. - Provide new patients with patient information sheet and either financial or workman's comp information sheet. - Obtain rehab prescription and copy of insurance cards. - Make patient's chart according to instructions in PATIENT CHARTS. - Make up charge ticket for therapist inputting patient's name, date and therapist initials. - Notify appropriate office personnel that patient is ready to be brought back for treatment. Checking out patients: - Have designated office personnel discuss patient's account, insurance coverage and inform them of their ESTIMATED portion of their bill. - Set up payment schedule and have patient sign appropriate promissory note if applicable. - Collect patient's co-payment daily. - Schedule patient for next appointment. Scheduling patients: - Schedule patients on a weekly/daily basis for their appointment times, trying to accommodate work schedules when necessary. - Inform patient if they require specific appointment times to schedule their appointments early for the coming week. - When scheduling patient for the next weeks appointments, ask if they have a return appointment with their physician and write 'Letter to Doctor" above their name on appointment book prior to M.D. visit. General source of workers: - Recruited individuals with clerical background on aptitude. Promotion: - Insurance Clerk/Office Manager Supervised by: - Office Manager and Clinical Director We need to decide sections. Option: About the role: combine primary function, responsible for, general source, promotion, supervised by? Might be too much. Better: About the role: primary function and responsible for (short prose). Responsibilities: list of duties (primary duties + receptionist duties). Requirements: special demands (personal attributes). Qualifications: education + experience + general source? Actually general source is about recruitment, could be part of qualifications. Promotion and supervised by maybe not needed but could be included in About the role. We must not invent sections with filler. So we include only those with content. Thus sections:
About the role
The Receptionist is a non-licensed worker who has completed an on-the-job training program. The primary function of the Receptionist is to perform office-related duties, including performing general clerical duties as well as daily patient charges and assisting with maintaining the efficient operation of the facility. The role is recruited from individuals with a clerical background, offers potential promotion to Insurance Clerk/Office Manager, and is supervised by the Office Manager and Clinical Director.
That captures primary function, responsible for, general source, promotion, supervised by.Responsibilities
Requirements
Qualifications
About the role