Appointment clerk job description
Updated March 14, 2024
10 min read
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Example appointment clerk requirements on a job description
Appointment clerk requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in appointment clerk job postings.
Sample appointment clerk requirements
- High school diploma or equivalent
- Proficiency in using various software applications
- Familiarity with office equipment
- Ability to work with minimal supervision
- Knowledge of customer service principles and practices
Sample required appointment clerk soft skills
- Strong communication skills
- Excellent organizational skills
- Attention to detail
- Ability to handle multiple tasks simultaneously
- Positive and professional attitude
Appointment clerk job description example 1
Avosys Technology appointment clerk job description
Avosys is a growing integrator of professional, technological and management solutions services. Founded in 1998, Avosys provides services nationwide to Federal, Commercial, Local and State clients. We recognize the foundation of our firm is our people and we continue to rise above our competition by hiring the best.
Is it your calling to serve our Nation's Heroes? Avosys is seeking Medical Appointment Clerks to provide outpatient services to the military and their families.
Employment with Avosys
Maximize family time with no weekend, Holiday, or on-call requirements Maintain work-life balance with guaranteed 8-hour shifts Take advantage of our competitive, comprehensive benefits package including medical, dental, vision, life, short-term disability, long-term disability & 401(k)
Responsibilities
Schedules appointments in a government computer system for primary care, specialty and subspecialty medical care. In addition to scheduling requested appointments, this position will call patients or respond to secure messaging submissions to schedule, reschedule, and/or cancel appointments as needed, to include appointments for consult/referral specialty care within the MTF or at civilian facilities.
Schedules medical appointments and determines patient eligibility for services from phone calls, secured messaging or other methods used for appointment requests. Supports PCM by name processing for appointment and appropriate access to care timeframes during allocation of standard appointment types.
Maintains appointment schedules using a Government computer system (Composite Health Care Systems (CHCS), AHLTA or MHS GENESIS.
Validates eligibility through appropriate booking through Defense Eligibility Report System (DEERS). May be required to register patients not already in computer system, such as newborns.
Maintains accurate and up-to-date patient schedules and logs. Utilizes the Government computer system tools and standard protocols (detail codes, freezing slots, and TRICARE on-line usage) to facilitate maintenance of appointment slots, rescheduling options or cancellation processing.
Validates basic patient demographic information prior to booking appointment for patients. Makes required updates.
Call patients or responds to secure messaging requests as needed to schedule, reschedule, and/or cancel appointments. Promotes consult/referral specialty medical care within the MTF or at civilian facilities. Provides patient with specific visit instruction.
Pulls records and files documentation as needed. Confirms medical records are available for upcoming appointments on provider schedules.
May assist in preparation of patient notices (telephonically or form letter formats) for appointment reminders, no shows, or reschedule/cancellations.
Receive and electronically deliver telephone messages (t-cons) to PCMs and/or clinic nurses by using the Government computer system, standard protocols and individual clinic guidelines as needed.
If in the lead clerk position, attendance to the clinic Access to Care Meeting mandatory for central booking representation.
Qualifications
Mandatory knowledge and skills.
A fully qualified typist (computer keyboard) with a minimum of 50 WPM is required.
Clearly speak and understand the English language.
Use of standard office equipment, such as personal computers, copiers, fax machines, and telephone systems.
Is it your calling to serve our Nation's Heroes? Avosys is seeking Medical Appointment Clerks to provide outpatient services to the military and their families.
Employment with Avosys
Maximize family time with no weekend, Holiday, or on-call requirements Maintain work-life balance with guaranteed 8-hour shifts Take advantage of our competitive, comprehensive benefits package including medical, dental, vision, life, short-term disability, long-term disability & 401(k)
Responsibilities
Schedules appointments in a government computer system for primary care, specialty and subspecialty medical care. In addition to scheduling requested appointments, this position will call patients or respond to secure messaging submissions to schedule, reschedule, and/or cancel appointments as needed, to include appointments for consult/referral specialty care within the MTF or at civilian facilities.
Schedules medical appointments and determines patient eligibility for services from phone calls, secured messaging or other methods used for appointment requests. Supports PCM by name processing for appointment and appropriate access to care timeframes during allocation of standard appointment types.
Maintains appointment schedules using a Government computer system (Composite Health Care Systems (CHCS), AHLTA or MHS GENESIS.
Validates eligibility through appropriate booking through Defense Eligibility Report System (DEERS). May be required to register patients not already in computer system, such as newborns.
Maintains accurate and up-to-date patient schedules and logs. Utilizes the Government computer system tools and standard protocols (detail codes, freezing slots, and TRICARE on-line usage) to facilitate maintenance of appointment slots, rescheduling options or cancellation processing.
Validates basic patient demographic information prior to booking appointment for patients. Makes required updates.
Call patients or responds to secure messaging requests as needed to schedule, reschedule, and/or cancel appointments. Promotes consult/referral specialty medical care within the MTF or at civilian facilities. Provides patient with specific visit instruction.
Pulls records and files documentation as needed. Confirms medical records are available for upcoming appointments on provider schedules.
May assist in preparation of patient notices (telephonically or form letter formats) for appointment reminders, no shows, or reschedule/cancellations.
Receive and electronically deliver telephone messages (t-cons) to PCMs and/or clinic nurses by using the Government computer system, standard protocols and individual clinic guidelines as needed.
If in the lead clerk position, attendance to the clinic Access to Care Meeting mandatory for central booking representation.
Qualifications
Mandatory knowledge and skills.
A fully qualified typist (computer keyboard) with a minimum of 50 WPM is required.
Clearly speak and understand the English language.
Use of standard office equipment, such as personal computers, copiers, fax machines, and telephone systems.
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Appointment clerk job description example 2
Baylor University appointment clerk job description
What We Are Looking For
Baylor University Health Center is seeking a full-time Appointment Clerk-Receptionist. In this position you will be responsible for creating a welcoming environment for patients and visitors to the health clinic. The primary responsibilities for this position will be working the front desk receiving area of the health clinic to check-in patients, and answering phone calls. An ideal candidate would be able to demonstrate the following:
A High School Diploma, two years relevant experience, and an active Christian faith are required. Three years relevant work experience are preferred. Experience will not be considered in lieu of the educational requirement.
Applicants must be currently authorized to work in the United States on a full-time basis.
What You Will Do
What You Can Expect
Explore & Engage
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Baylor University Health Center is seeking a full-time Appointment Clerk-Receptionist. In this position you will be responsible for creating a welcoming environment for patients and visitors to the health clinic. The primary responsibilities for this position will be working the front desk receiving area of the health clinic to check-in patients, and answering phone calls. An ideal candidate would be able to demonstrate the following:
- Understand the needs of a diverse student population within a Christian higher education setting and have an openness to cultural humility
- Be punctual and courteous to fellow co-workers. Be available to work 1 to 2 Saturdays each month, 9am-1pm
- Be successful communicating and interacting with other staff members in the health clinic as well as all campus populations including, students, faculty, and staff
A High School Diploma, two years relevant experience, and an active Christian faith are required. Three years relevant work experience are preferred. Experience will not be considered in lieu of the educational requirement.
Applicants must be currently authorized to work in the United States on a full-time basis.
What You Will Do
- Greet and check patients in and out of the Health Clinic through an electronic medical records system
- Answer phones
- Assemble and pull patient charts
- Support and assist other Health Services staff in other administrative tasks as needed
- Schedule patient appointments
- Provide excellent customer service
- Comply with University policies
- Maintain regular and punctual attendance, attend staff meetings
- Observe all confidentiality guidelines
- Perform range of administrative functions to different departments within Student Life as needed
- Perform all other duties as assigned to support Baylors mission
What You Can Expect
-
As part of the Baylor family, eligible employees receive a comprehensive benefits package that includes medical, dental, and vision insurance, generous time off, tuition remission, and outstanding automatic retirement contributions. Baylor has a comprehensive benefits plan that supports you and your familys wellbeing and allows you to be a part of the life of a vibrant and active college campus. To learn more, go to Baylor Benefits & Advantages
Explore & Engage
-
Learn more about Baylor and our strategic vision, Illuminate . Also, explore our great hometown of Waco and the many opportunities to engage locally. If you are new to Central Texas, This is Waco!
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Dealing with hard-to-fill positions? Let us help.
Appointment clerk job description example 3
Kaiser Permanente appointment clerk job description
This position provides high level member assistance by scheduling various appointments requested, transferring calls appropriately, composing messages, and providing general information.
Essential Functions:
- Upholds Kaiser Permanente's Policies and Procedures, Principles of Responsibilities and applicable state, federal and local laws.
- Operates in a high volume, highly structured call center environment by responding to incoming calls.
- Determines the type of appointment requested or needed, reviews scheduling mix of various physicians/providers, and them makes appointment utilizing appropriate guidelines.
- Prioritizes member needs and offers alternatives to members when appropriate.
- Utilizes superior customer service skills to provide service to members when diffusing difficult member encounters.
- Uses tact and diplomacy in handling difficult interactions with members.
- Determine if calls are urgent or emergent by listening to the member, following established guidelines, and then transferring the call to a Registered Nurse when appropriate.
- Composes messages for physician/providers, Registered Nurses or other medical staff based on member requests.
- Responds in a courteous and professional manner to general questions, using on-line databases to provide information to any member or other personnel calling the center.
- Identifies ways to improve quality of service to members and recommends steps used to accomplish these changes.
- Must perform all of the above duties while meeting established standard of performance for quality and productivity.
- Performs clerical duties which may include assigning new members a primary care physician, processing self-referral requests, calling patients and booking appointment for specialty appointments, calling members to cancel and reschedule appointments.
- Principle Job Duties and Skills:
- Answer incoming calls.
- Determine type of appointment needed, determine appointment availability and schedule appointments.
- Prioritize member's need and offer alternatives to member when appropriate.
- Determine if calls are urgent or emergent and refer to RNs as appropriate following established guidelines.
- Compose messages to providers or other medical staff based on member requests.
- Utilize databases to give information to members and other callers as requested.
- Refer members to eligibility department as appropriate.
- Notify members of appointment/scheduling changes by telephone as directed.
- Schedule, reschedule and/or verify appointments.
- Answer member inquiries.
- Contact appropriate department to obtain medical record numbers of new enrollees.
- Assist in resolving problems related to duplicate medical record numbers.
- Initiate change of physician requests.
- Initiate change forms for corrected medical record numbers.
- Verify and update member demographics.
- Perform on-line inquiry functions.
- Perform data retrieval of computerized data.
- Record and maintain activity logs.
- Clear paper jams and other routine maintenance of printers/copiers.
- Recommend procedure changes.
- Train and orient new or less experienced personnel.
- Serve as resource persons to co-workers and assist in problem solving.
- Perform other activities and duties as directed.
- Initiate telephone calls to physicians or other medical office staff when indicated to assist members.
- Assume other activities and responsibilities from time to time as directed.
Pay Grade: 13
Basic Qualifications:
Experience
- One (1) year of customer service experience in a service related industry, preferably healthcare.
Education
- High school diploma or equivalent.
License, Certification, Registration
- N/A.
Additional Requirements:
- Effective telephone communication skills and excellent interpersonal skills.
- Must obtain passing score on Customer Care Simulation assessment.
- The Customer Care Simulation assessment score must be current within one (1) year (contact Local HR Office for testing).
- Must be able to effectively communicate, verbally and in writing, in English.
- Must complete Service Orientation Assessment.
- As part of applicant process, must take Proofreading Assessment for non KP employees only.
Preferred Qualifications:
- Preferred knowledge of data entry/ charting for electronic medical records (Epic Medical Record System).
- Bilingual English/Spanish speaking preferred.
Notes:
- This is an on-call position, days and hours may vary.
- Schedules may vary (Sunday to Saturday from 8 am to 8 pm).
- Start and end times may vary.
- Days of the week may vary.
- Be available for premium days (Friday, Saturday and Sunday) and holidays.
Kaiser Permanente is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status.
External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with federal and state laws, as well as applicable local ordinances, including but not limited to the San Francisco and Los Angeles Fair Chance Ordinances.
COMPANY: KAISER
TITLE: Appointment Clerk
LOCATION: Downey, California
REQNUMBER: 919971
External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.
Essential Functions:
- Upholds Kaiser Permanente's Policies and Procedures, Principles of Responsibilities and applicable state, federal and local laws.
- Operates in a high volume, highly structured call center environment by responding to incoming calls.
- Determines the type of appointment requested or needed, reviews scheduling mix of various physicians/providers, and them makes appointment utilizing appropriate guidelines.
- Prioritizes member needs and offers alternatives to members when appropriate.
- Utilizes superior customer service skills to provide service to members when diffusing difficult member encounters.
- Uses tact and diplomacy in handling difficult interactions with members.
- Determine if calls are urgent or emergent by listening to the member, following established guidelines, and then transferring the call to a Registered Nurse when appropriate.
- Composes messages for physician/providers, Registered Nurses or other medical staff based on member requests.
- Responds in a courteous and professional manner to general questions, using on-line databases to provide information to any member or other personnel calling the center.
- Identifies ways to improve quality of service to members and recommends steps used to accomplish these changes.
- Must perform all of the above duties while meeting established standard of performance for quality and productivity.
- Performs clerical duties which may include assigning new members a primary care physician, processing self-referral requests, calling patients and booking appointment for specialty appointments, calling members to cancel and reschedule appointments.
- Principle Job Duties and Skills:
- Answer incoming calls.
- Determine type of appointment needed, determine appointment availability and schedule appointments.
- Prioritize member's need and offer alternatives to member when appropriate.
- Determine if calls are urgent or emergent and refer to RNs as appropriate following established guidelines.
- Compose messages to providers or other medical staff based on member requests.
- Utilize databases to give information to members and other callers as requested.
- Refer members to eligibility department as appropriate.
- Notify members of appointment/scheduling changes by telephone as directed.
- Schedule, reschedule and/or verify appointments.
- Answer member inquiries.
- Contact appropriate department to obtain medical record numbers of new enrollees.
- Assist in resolving problems related to duplicate medical record numbers.
- Initiate change of physician requests.
- Initiate change forms for corrected medical record numbers.
- Verify and update member demographics.
- Perform on-line inquiry functions.
- Perform data retrieval of computerized data.
- Record and maintain activity logs.
- Clear paper jams and other routine maintenance of printers/copiers.
- Recommend procedure changes.
- Train and orient new or less experienced personnel.
- Serve as resource persons to co-workers and assist in problem solving.
- Perform other activities and duties as directed.
- Initiate telephone calls to physicians or other medical office staff when indicated to assist members.
- Assume other activities and responsibilities from time to time as directed.
Pay Grade: 13
Basic Qualifications:
Experience
- One (1) year of customer service experience in a service related industry, preferably healthcare.
Education
- High school diploma or equivalent.
License, Certification, Registration
- N/A.
Additional Requirements:
- Effective telephone communication skills and excellent interpersonal skills.
- Must obtain passing score on Customer Care Simulation assessment.
- The Customer Care Simulation assessment score must be current within one (1) year (contact Local HR Office for testing).
- Must be able to effectively communicate, verbally and in writing, in English.
- Must complete Service Orientation Assessment.
- As part of applicant process, must take Proofreading Assessment for non KP employees only.
Preferred Qualifications:
- Preferred knowledge of data entry/ charting for electronic medical records (Epic Medical Record System).
- Bilingual English/Spanish speaking preferred.
Notes:
- This is an on-call position, days and hours may vary.
- Schedules may vary (Sunday to Saturday from 8 am to 8 pm).
- Start and end times may vary.
- Days of the week may vary.
- Be available for premium days (Friday, Saturday and Sunday) and holidays.
Kaiser Permanente is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status.
External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with federal and state laws, as well as applicable local ordinances, including but not limited to the San Francisco and Los Angeles Fair Chance Ordinances.
COMPANY: KAISER
TITLE: Appointment Clerk
LOCATION: Downey, California
REQNUMBER: 919971
External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.
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Updated March 14, 2024
Updated March 14, 2024