Clinical Support Assistant

Primary Responsibilities

• Patient Support & Flow
• Room patients and complete intake documentation.
• Check out patients and provide follow-up care instructions.
• Generate work notes, orders, and other documentation per provider directive.
• Ensure patients have signed all required documents, including HIPAA and Financial Policies.
• Scheduling & Communication
• Schedule and reschedule patient appointments, including internal referrals and OrthoCare (urgent care) follow-ups.
• Answer and direct incoming calls promptly and appropriately.
• Listen to and return voicemails.
• Send and respond to triages, emails, and MS Teams messages (Medent, Outlook, MS Teams).
• Chart Preparation & Documentation
• Perform patient chart prep prior to appointments:
• Enter x-ray orders
• Verify demographics and insurance
• Obtain necessary medical records
• Manage Medent tanks including documents, general orders, diagnostic imaging, therapy and lab orders.
• Review and distribute daily progress notes to primary and referring physicians.
• Complete and distribute disability paperwork; log forms and form fees per office protocol.
• Ensure compliance with collecting patient outcomes and quality reporting.
• Clinical Suite Responsibilities
• Maintain suite stocking and cleanliness.
• Support overall clinical workflow.
• Perform other team-related responsibilities as needed.

Qualifications

• Education: High School Diploma or equivalent required.
• Experience: One to two years of experience in a healthcare provider’s office or hospital setting preferred.
• Skills & Competencies: Excellent communication and customer service skills; strong organizational and multitasking abilities; ability to work in a fast-paced, team-oriented environment; high attention to detail; commitment to maintaining patient confidentiality and adhering to HIPAA regulations.