Description:.Duties
1. New Patient Onboarding
Explain visit costs, lab fees, appointment duration, and cancellation policies
Collect patient information (contact details, DOB, payment information)
Send new patient paperwork and assist with portal setup
Ensure all paperwork is completed at least 24 hours before appointments
2. Patient Follow-Up & Coordination
Manage patient billing and send receipts as requested
Reschedule appointments as needed
Monitor incoming lab results
Upload lab reports into the EHR system
Contact labs regarding missing or delayed results
Ensure labs are received 24 hours prior to appointments or coordinate rescheduling
Proactively review schedule:
1 day ahead: identify urgent issues (labs, scheduling conflicts)
1 week ahead: ensure all upcoming visits are properly prepared
3. Patient Communication
Answer and route phone calls from current and prospective patients
Respond to general inquiries
Forward important messages to the physician via the patient portal
4. Communication with Physician
Coordinate all non-urgent communication through the clinic portal
Maintain clear, concise, and organized updates
Submit week-end summaries of work performed during the prior week
Qualifications
Required:
Prior experience in a medical office, telehealth practice, or similar administrative role
Strong organizational and communication skills
Reliable internet, phone access, and computer during daytime hours
High attention to detail and ability to manage multiple tasks
HIPAA training
Preferred:
Experience with Charm EHR
Familiarity with Gmail and Mailchimp
Experience handling patient onboarding and medical records
Located in or familiar with Pacific Time Zone workflows
Ideal Candidate:
Excellent and natural communicator
Proactive and anticipates needs before they arise
Comfortable working independently in a remote environment
Professional, friendly, and patient-focused
Tech-savvy and quick to learn new systems.
Job type: Part‑time
Work mode: remote
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