PRACTICE CRD 3

About the Role

The Practice Coordinator 3 serves as the public face of the practice, collaborating with administrative, clinical, and management teams to support operations, customer service recovery, and intervention efforts. This role provides comprehensive support across administrative functions, including CRM messages, telephone encounters, referrals, APeX in-baskets, scanning, filing, authorizations, and billing. The PC 3 maintains routine clerical operations and communications while adhering to UCSF House and Telephone Standards, ensuring sensitivity to the needs of patients, staff, and providers.

This position requires a self-reliant individual who synthesizes knowledge of practice operations to problem-solve, prioritize, and facilitate complex transactions. The PC 3 enhances unit efficiency by ensuring accurate information flow between medical staff, hospital departments, and patients. Flexibility and teamwork are essential, as the role may require working at any UCSF campus as needed.

Responsibilities

• Represent the administrative team as the public face of the practice.
• Support practice operations and customer service recovery/intervention efforts.
• Manage CRM messages, telephone encounters, referrals, APeX in-baskets, scanning, filing, authorizations, and billing.
• Maintain routine clerical operations and communications in compliance with UCSF standards.
• Prioritize and facilitate complex transactions to ensure smooth daily operations.
• Collaborate with administrative, clinical, and management teams to maximize unit efficiency.
• Work flexibly across UCSF campuses as scheduled.
• Complete proficiency training within six months, including (if applicable):
  • Referrals (incoming entry and handling work queues).
  • Pend orders and smart sets.
  • Schedule surgeries.
  • Work applicable work queues.
  • Enter/edit outside test results.
  • Messaging (CRM), including 2nd calls.
  • Telephone encounters and MyChart functions (e.g., staff messages, patient advice requests, scheduling).
  • Letters, pools, patient lookup, check-in/check-out processes, and scanning.

Requirements

• High school graduate or equivalent with four years of related experience; OR college degree with six months of related experience; OR equivalent combination of education and experience.
• Successfully passes fingerprinting protocol and is approved as a cash collector if applicable.
• Strong computer skills, including proficiency in at least two Office-type software programs (e.g., Outlook, Word, Excel).
• Experience navigating multiple patient records systems.
• Ability to sit at a computer terminal with telephone headphones for extended periods.
• Strong analytical skills to prioritize, develop solutions, and make recommendations.
• Ability to work with minimal supervision, exercise good judgment, and work independently under deadline pressure.
• Excellent customer service, communication, and interpersonal skills, both over the telephone and in person.
• Basic math skills.
• Ability to interact sensitively and effectively with a diverse range of patients.
• Excellent organizational, problem-solving, and writing skills (e.g., composing, editing, and proofing documents).
• Demonstrated administrative/office coordination skills and knowledge of medical practice terminology.

Preferred Qualifications

• Experience in healthcare (medical, dental, or veterinary) in areas such as patient scheduling, insurance verification, medical record data abstraction, or patient financial services.
• Prior experience with appointment, ancillary service, or surgical scheduling (or a combination).
• Experience with EPIC.

About Us

The University of California, San Francisco (UCSF) is a leading university dedicated to advancing health worldwide through biomedical research, graduate-level education in the life sciences and health professions, and excellence in patient care. As the only UC campus exclusively focused on health sciences, UCSF brings together global experts in nearly every area of health, including Nobel laureates who have advanced understanding in cancer, neurodegenerative diseases, aging, and stem cells.

UCSF is committed to the PRIDE values: professionalism, respect, integrity, diversity, and excellence. The university fosters a broadly diverse community, nurtures a welcoming and supportive culture, and engages diverse ideas to provide culturally competent education, discovery, and patient care.

Benefits

For details on the benefits of working at UCSF, including total compensation, visit: UCNet Benefits Overview.