Scheduling/Referral Clerk

Scheduling

• Scheduling testing as ordered by the physician
• Explaining testing instructions to patients
• Filling out order forms and obtaining precertification for the scheduled testing
• Verifying patient insurance
• Calling to confirm patient appointments
• Completing insurance and physician referrals
• Maintaining an electronic log of scheduled testing and referrals

Documentation and Compliance

• Adhering to HIPAA regulations regarding protected health information (PHI)
• Scanning and indexing documents into patient charts

Communication

• Relaying instructions from the physician to a patient
• Documenting those messages in the patient’s medical record
• Explaining general office procedures to patients