Medical Office Clerical


To greet patients, activate patient files, and move patients through a predetermined schedule of appointments at a physician’s office. Reviews requests for authorization and referral obtains information needed to authorize the procedure or medicine request.


  1. Welcome patients and visitors to the medical office by greeting patients and visitors in person in a professional manner. Answers inquiries or refers questions to other staff members.

  2. Schedule appointment electronically

  3. Assist and processes new patient paperwork; setting up demographics in the EMR system, scanning insurance cards, and Identification cards.

  4. Processes updates and verify  patient demographics and insurance information

  5. Verify patients insurance via the internet or over the phone.

  6. Collect co-pays/ outstanding balances and balance cash drawer

  7. Participates in the medical office emergency routine, when required. Summons nurse and ambulance of EMS in case of patient or visitor emergencies. Assist other staff members as needed.

  8. Assist patient who is in need of transportation services.

  9.  Wheelchair assistance; assisting patients to open and lock wheels.

  10.  Responds to request for authorizations and referral

  11.  Obtains necessary information to approve the request

  12.  Electronic communication indicating approval for procedures or medicines.

  13.  Schedule medical record reviews

  14.  Ensures Medical  records are prepared for the ROI company

  15.  Assist in billing functions; adjustments, collection or any other clerical task as needed.

  16.  Assist with training employees on front office duties. Cross-trained in all aspects of front office duties.



  17. Opens the office at the beginning of the day and locks the front door at the end of the day.

  18. Distributes pre-packed sample medicines to patients.

  19. Maintains reception area in neat and orderly condition at all times.

  20. May assist other staff members with their duties as workload dictates.

  21. Attends annual OSHA,  HIPAA, and all internal offered in-services

  22. Perform other duties as requested     



  • High School graduate or equivalent

  • Ability to act independently and work in a fast-paced environment

  • Personality and demeanor to deal with the public and assist ill, older, or distraught patient.

  • Good computer skills

  • Excellent communication skills

  • Graduate of certified medical office training course or medical office working knowledge.

  • Good sense of organizational skills

  • Basic office skills such as typing, filing, and printing



  • Sitting behind a desk the majority of the day

  • Lifting less than 30 lbs.

  • Ability to read small print


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