Patient Coordinator I

Job Summary

The Patient Coordinator I serves as the first point of contact for patients, either in person or through a call center. Key responsibilities include confirming and updating patient demographics, verifying insurance, and ensuring that patients have the appropriate coverage for the physician they are seeing.

Duties And Responsibilities

• Greet patients in person or via telephone and update their insurance/demographics in the system.
• Ensure the physician accepts the patient's insurance; verify insurance before the visit or upon arrival.
• Communicate with staff about patient arrivals and ensure the patient's medical record is ready for the physician.
• Process and update HIPAA-related paperwork and other institutional forms.
• Collect referrals or insurance authorizations as needed.
• Monitor the waiting room regularly and update patients on wait times.
• Collect co-pays, issue receipts, and follow established cash-control processes.
• Schedule follow-up appointments and provide guidelines for requesting medical records.
• Perform basic charge entry tasks, collect payments, and prepare Cashier's deposit (tasks may vary per employee).
• Answer phones and schedule appointments for the practice.
• Follow HIPAA regulations and handle PHI documents appropriately.
• Initiate reminder calls for next-day appointments.
• Perform other related duties as assigned.
  
  

Work Environment

• Requires manual dexterity for handling charts and using office equipment (computer, keyboard, calculator).
• Ability to stoop, bend, and retrieve files, and move around for extended periods.
• Must navigate the waiting room to interact with patients and photocopy insurance cards.
  
  

Skills

• 1 year of experience in a physician practice environment.
• On-site training of at least one week, provided by the practice.
• Prefer experience in a medical office setting with physician scheduling systems.
• Keyboarding skills necessary.
• Experience with IDX or other practice management systems preferred.
  
  

Qualifications

• Ability to communicate effectively with multicultural and language-deficit patients.
• Strong interpersonal and communication skills; excellent telephone etiquette.
• Knowledge of medical terminology is strongly preferred.
• Ability to adapt to a changing and growing environment.