Medical clerk job description
Updated March 14, 2024
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Example medical clerk requirements on a job description
Medical clerk requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in medical clerk job postings.
Sample medical clerk requirements
- High school diploma or equivalent.
- Knowledge of medical terminology.
- Computer proficiency.
- Ability to multi-task.
- Proficiency in medical coding.
Sample required medical clerk soft skills
- Excellent organizational skills.
- Strong customer service focus.
- Attention to detail.
- Able to work independently.
Medical clerk job description example 1
Alameda Health System medical clerk job description
SUMMARY: Under general supervision, to do medical clerical work of a difficult and specialized nature; and to do related work as required.
DUTIES & ESSENTIAL JOB FUNCTIONS: NOTE: The following are the duties performed by employees in this classification. However, employees may perform other related duties at an equivalent level. Not all duties listed are necessarily performed by each individual in the classification.
1. Extracts from medical records information concerning condition, treatment, tests, medications, operative procedures, and final diagnoses of patients discharged from County hospitals; and sends to appropriate legal, health care, and other agencies.
2. Analyzes patients' medical charts for completion and accuracy, prepares statements of diagnosis and treatments, and extracts other information required for the completion of forms received from patients' insurance carriers.
3. Takes and transcribes doctors' orders, case histories, physical examination notes, and related permanent medical records information and reports containing a wide variety of specialized medical terminology.
4. Acts as a receptionist in a clinical setting; answers telephone calls from providers, patients, doctors, nurses, visitors; screens patients over the phone to correctly refer to medical and specialty clinics; delivers messages to nursing staff, doctors, and ancillary department personnel; makes clinical appointments for patients; and uses intercom system.
5. Uses computer to request lab work, diet orders, x-rays, consults, medical records, medication amounts and schedule, physical therapy, EKG's; uses computer to charge patients for services provided; gathers and inputs appropriate information in computer to complete the billing process or for case management/financial eligibility purposes; and enters information on RAND sheet.
6. Orders and restocks supplies for the hospital ward or department.
7. Prepares paperwork for admissions, discharges and transfers of patients; reviews medical papers received by mail and appropriately distributes or files; pulls and files charts, medical and lab sheets, etc. in medical records; assists with preparation of payroll and scheduling documents; and types forms, letters, memoranda, etc.
8. Delivers specimens to laboratory following established procedures to insure proper specimen identification and correct test request.
MINIMUM QUALIFICATIONS:
Education: High School diploma or GED with additional training a minimum. College graduate preferred.
Minimum Experience: Either one year of experience in the class of Clerk II or an equivalent higher level clerical class with AHS; or equivalent of one year full-time experience in clerical work that requires using and interpreting a wide variety of medical terminology; or completion of a medical terminology course or medical assisting program at an accredited college or university, plus the equivalent of one-year full-time experience in clerical work.
Required Licenses/Certifications: CPI -Crisis Prevention Intervention Training (required for all positions at John George Psychiatric Pavilion; and preferred for certain positions in the Emergency Department).
DUTIES & ESSENTIAL JOB FUNCTIONS: NOTE: The following are the duties performed by employees in this classification. However, employees may perform other related duties at an equivalent level. Not all duties listed are necessarily performed by each individual in the classification.
1. Extracts from medical records information concerning condition, treatment, tests, medications, operative procedures, and final diagnoses of patients discharged from County hospitals; and sends to appropriate legal, health care, and other agencies.
2. Analyzes patients' medical charts for completion and accuracy, prepares statements of diagnosis and treatments, and extracts other information required for the completion of forms received from patients' insurance carriers.
3. Takes and transcribes doctors' orders, case histories, physical examination notes, and related permanent medical records information and reports containing a wide variety of specialized medical terminology.
4. Acts as a receptionist in a clinical setting; answers telephone calls from providers, patients, doctors, nurses, visitors; screens patients over the phone to correctly refer to medical and specialty clinics; delivers messages to nursing staff, doctors, and ancillary department personnel; makes clinical appointments for patients; and uses intercom system.
5. Uses computer to request lab work, diet orders, x-rays, consults, medical records, medication amounts and schedule, physical therapy, EKG's; uses computer to charge patients for services provided; gathers and inputs appropriate information in computer to complete the billing process or for case management/financial eligibility purposes; and enters information on RAND sheet.
6. Orders and restocks supplies for the hospital ward or department.
7. Prepares paperwork for admissions, discharges and transfers of patients; reviews medical papers received by mail and appropriately distributes or files; pulls and files charts, medical and lab sheets, etc. in medical records; assists with preparation of payroll and scheduling documents; and types forms, letters, memoranda, etc.
8. Delivers specimens to laboratory following established procedures to insure proper specimen identification and correct test request.
MINIMUM QUALIFICATIONS:
Education: High School diploma or GED with additional training a minimum. College graduate preferred.
Minimum Experience: Either one year of experience in the class of Clerk II or an equivalent higher level clerical class with AHS; or equivalent of one year full-time experience in clerical work that requires using and interpreting a wide variety of medical terminology; or completion of a medical terminology course or medical assisting program at an accredited college or university, plus the equivalent of one-year full-time experience in clerical work.
Required Licenses/Certifications: CPI -Crisis Prevention Intervention Training (required for all positions at John George Psychiatric Pavilion; and preferred for certain positions in the Emergency Department).
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Medical clerk job description example 2
Gotham Companies medical clerk job description
The Administrative Assistant II is an experienced administrative support person who provides a wide variety of administrative support services including budget preparation and control activities, preparation and control of records, statistics and reports regarding operations and personnel matters. She/he may serve as administrative liaison with others related to purchasing, human resources, facilities and operations.
Duties and Responsibilities
Researches, locates and compiles information for reports. Assembles and categorizes figures for computation and calculations. Prepares statistical reports
Prepares and monitors budgets and grant allocations, and maintains accruals. Prepares documents required to maintain balanced accounts for review and approval.
Maintains departmental employee files, and ensures compliance with regulatory standards. Initiates and follows through on human resources and payroll transactions. Generates weekly payroll submission. Maintains liaison with human resources and payroll to coordinate and resolve issues and problems
Assists in the planning and logistical arrangements for forums, conferences, seminars, meetings and/or visiting professorships. Assist in the development and coordination of informational packets for participants. Transcribes and distributes minutes.
Investigates, evaluates and resolves typical administrative or operational problems or situations affecting the work unit.
Checks materials submitted for supervisor's attention to ensure all relevant data, authorizations and pertinent information are included.
Ensures adequate restock of supplies for department. Takes inventory or examines merchandise to identify items to be reordered or replenished. Requisitions merchandise from supplier and collaborates with Purchasing to secure the best pricing for equipment and supplies. Tracks expiration of vendors' contracts and renews as needed.
Serves as a liaison with other departments or external parties to as necessary to accomplish objectives and or complete projects or assignments.
May participate in the completion of grant applications, special projects and JCAHO and other survey preparations.
May make travel arrangements and accommodations. Prepares travel reimbursements and expense reports.
May screen and prioritize incoming mail for needed action and follow up. Responds to mail where appropriate or distributes mail requiring attention to appropriate individual(s).
May screen telephone calls, answer inquiries or direct caller to the appropriate individual for further information and/or resolution.
May screen and schedule patient appointments, schedule referrals of special testing or doctor's visits, and keep record of patient billing for submission.
Performs other related duties.
Schedule Notes:**Russian Speaking Strongly Preferred**
Skills: Required
MICROSOFT
ADMINISTRATIVE SUPPORT
OPERATIONS
ADMINISTRATIVE
Additional
MS
INCOMING MAIL
PREPARATION
HUMAN
LIAISON
PATIENT BILLING
PURCHASING
TIME
BUDGETS
BUYING/PROCUREMENT
CONTRACTS
INVENTORY
PRICING
SELF MOTIVATED
TRANSCRIBES
TRAVEL ARRANGEMENTS
Education: Associate's degree or equivalent combination of experience (Bachelor's preferred).
; Languages: English(
Speak, Read, Write
)
Spanish(
Speak, Read, Write
)
Job Category: Indir.PatientCare-NonClinical-Admin/Clerical
Duties and Responsibilities
Researches, locates and compiles information for reports. Assembles and categorizes figures for computation and calculations. Prepares statistical reports
Prepares and monitors budgets and grant allocations, and maintains accruals. Prepares documents required to maintain balanced accounts for review and approval.
Maintains departmental employee files, and ensures compliance with regulatory standards. Initiates and follows through on human resources and payroll transactions. Generates weekly payroll submission. Maintains liaison with human resources and payroll to coordinate and resolve issues and problems
Assists in the planning and logistical arrangements for forums, conferences, seminars, meetings and/or visiting professorships. Assist in the development and coordination of informational packets for participants. Transcribes and distributes minutes.
Investigates, evaluates and resolves typical administrative or operational problems or situations affecting the work unit.
Checks materials submitted for supervisor's attention to ensure all relevant data, authorizations and pertinent information are included.
Ensures adequate restock of supplies for department. Takes inventory or examines merchandise to identify items to be reordered or replenished. Requisitions merchandise from supplier and collaborates with Purchasing to secure the best pricing for equipment and supplies. Tracks expiration of vendors' contracts and renews as needed.
Serves as a liaison with other departments or external parties to as necessary to accomplish objectives and or complete projects or assignments.
May participate in the completion of grant applications, special projects and JCAHO and other survey preparations.
May make travel arrangements and accommodations. Prepares travel reimbursements and expense reports.
May screen and prioritize incoming mail for needed action and follow up. Responds to mail where appropriate or distributes mail requiring attention to appropriate individual(s).
May screen telephone calls, answer inquiries or direct caller to the appropriate individual for further information and/or resolution.
May screen and schedule patient appointments, schedule referrals of special testing or doctor's visits, and keep record of patient billing for submission.
Performs other related duties.
Schedule Notes:**Russian Speaking Strongly Preferred**
Skills: Required
MICROSOFT
ADMINISTRATIVE SUPPORT
OPERATIONS
ADMINISTRATIVE
Additional
MS
INCOMING MAIL
PREPARATION
HUMAN
LIAISON
PATIENT BILLING
PURCHASING
TIME
BUDGETS
BUYING/PROCUREMENT
CONTRACTS
INVENTORY
PRICING
SELF MOTIVATED
TRANSCRIBES
TRAVEL ARRANGEMENTS
Education: Associate's degree or equivalent combination of experience (Bachelor's preferred).
; Languages: English(
Speak, Read, Write
)
Spanish(
Speak, Read, Write
)
Job Category: Indir.PatientCare-NonClinical-Admin/Clerical
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Medical clerk job description example 3
Signature Performance medical clerk job description
Who We Are:
Signature Performance is working hard at lowering healthcare administrative costs for federal government agencies, payers, and providers. At Signature, our mission is to improve the health of our clients' business and making the lives of the people we work with better. We do that by leading with our values of Passion, Courage, Integrity, and Respect in all interactions.
What We Offer:
Signature believes in fully developing each one of our Associates. We deliver a performance-driven atmosphere with competitive pay, world-class training and development classes, resources, and events, an award-winning culture to thrive in, and so much more.
Summary:
This position provides clerical/administrative support in the Referral Management Center for customer service, referral tracking, referral appointing, and reporting activities. This position will support the daily functions of specialty care referral appointing, referral review and coordination, beneficiary counseling and referral tracking at the MTF.
Basic Qualifications:
* A fully qualified typist with a minimum of 50 WPM is required.
* General medical ethics, telephone etiquette, and excellent communication and customer service skills.
* General office administrative and clerical skills to perform receptionist duties and answer telephones.
* Ability to communicate effectively, both orally and in writing.
* Education; High school diploma or General Educational Development (GED) equivalency.
Preferred Qualifications:
* Preferred two (2) years of healthcare administrative experience in either an inpatient or outpatient care setting within the last three (3) years.
Work Environment/Physical Requirements:
* The work is primarily sedentary. However, there may be some physical demands. Requirements include prolonged walking, standing, sitting, or bending.
Unique Military Health Care Systems/Procedures:
* The Composite Health Care System (CHCS) and the newest version, Armed Forces Health Longitudinal Technology Application (AHLTA), or other MTF ICD-B programs must be utilized for referral management services. Access will be granted by local MTF connectivity, and the contractor shall comply with MHS communications and Government IT security standards and policies. The military facility will provide system accounts for Referral Case Management (RMC) personnel after required training and security procedures have been completed by the contractor. If the Military Health Service processes moves away from specified systems, the government will modify the task order accordingly.
Performance Outcomes:
* Greets patients/visitors at a front desk, referral center or office setting.
* Answers main office phone line(s). Directs telephone calls to appropriate section for assistance, handles independently or takes messages as required.
* Reviews referrals for administrative completeness and research covered benefits prior to processing.
* Determines patient eligibility for services and arranges and schedules medical appointments for referred care.
* Provides general instructions to patients and ensures patients have necessary documentation for referred health care services.
* Obtains updates and files medical records as needed.
* Organizes and researches patient records, extract needed information, and review records for referral results within established guidelines.
* Request medical records and ensures arrival of medical records prior to appointment(s).
* Initiates and locates patient medical records as needed.
* Obtains documentation as requested by healthcare providers (test results, or documentation not yet filed in records).
* Ensures referral results are returned to the referring provide and to the medical record within required timelines. Assists with follow up, written or verbal, as necessary.
* Utilizes the referral tracking data collection tool. Calculates metrics, and compiles monthly reports, as directed by the MTF.
Additional Information:
* Applicants must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.
* Certain positions may be subject to additional background screening depending on client need and access to certain systems.
* This position will require you to have the ability to effectively operate the current computer system, telephone system, and other office machines such as copier and fax machines.
* You will be responsible for conducting business and personal affairs in a manner that is always a credit to the company. Must maintain a good credit rating while employed with the company.
* The above statements are intended to describe the general nature of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
Monday - Friday 7:30 -4:30Full-time
Signature Performance is working hard at lowering healthcare administrative costs for federal government agencies, payers, and providers. At Signature, our mission is to improve the health of our clients' business and making the lives of the people we work with better. We do that by leading with our values of Passion, Courage, Integrity, and Respect in all interactions.
What We Offer:
Signature believes in fully developing each one of our Associates. We deliver a performance-driven atmosphere with competitive pay, world-class training and development classes, resources, and events, an award-winning culture to thrive in, and so much more.
Summary:
This position provides clerical/administrative support in the Referral Management Center for customer service, referral tracking, referral appointing, and reporting activities. This position will support the daily functions of specialty care referral appointing, referral review and coordination, beneficiary counseling and referral tracking at the MTF.
Basic Qualifications:
* A fully qualified typist with a minimum of 50 WPM is required.
* General medical ethics, telephone etiquette, and excellent communication and customer service skills.
* General office administrative and clerical skills to perform receptionist duties and answer telephones.
* Ability to communicate effectively, both orally and in writing.
* Education; High school diploma or General Educational Development (GED) equivalency.
Preferred Qualifications:
* Preferred two (2) years of healthcare administrative experience in either an inpatient or outpatient care setting within the last three (3) years.
Work Environment/Physical Requirements:
* The work is primarily sedentary. However, there may be some physical demands. Requirements include prolonged walking, standing, sitting, or bending.
Unique Military Health Care Systems/Procedures:
* The Composite Health Care System (CHCS) and the newest version, Armed Forces Health Longitudinal Technology Application (AHLTA), or other MTF ICD-B programs must be utilized for referral management services. Access will be granted by local MTF connectivity, and the contractor shall comply with MHS communications and Government IT security standards and policies. The military facility will provide system accounts for Referral Case Management (RMC) personnel after required training and security procedures have been completed by the contractor. If the Military Health Service processes moves away from specified systems, the government will modify the task order accordingly.
Performance Outcomes:
* Greets patients/visitors at a front desk, referral center or office setting.
* Answers main office phone line(s). Directs telephone calls to appropriate section for assistance, handles independently or takes messages as required.
* Reviews referrals for administrative completeness and research covered benefits prior to processing.
* Determines patient eligibility for services and arranges and schedules medical appointments for referred care.
* Provides general instructions to patients and ensures patients have necessary documentation for referred health care services.
* Obtains updates and files medical records as needed.
* Organizes and researches patient records, extract needed information, and review records for referral results within established guidelines.
* Request medical records and ensures arrival of medical records prior to appointment(s).
* Initiates and locates patient medical records as needed.
* Obtains documentation as requested by healthcare providers (test results, or documentation not yet filed in records).
* Ensures referral results are returned to the referring provide and to the medical record within required timelines. Assists with follow up, written or verbal, as necessary.
* Utilizes the referral tracking data collection tool. Calculates metrics, and compiles monthly reports, as directed by the MTF.
Additional Information:
* Applicants must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.
* Certain positions may be subject to additional background screening depending on client need and access to certain systems.
* This position will require you to have the ability to effectively operate the current computer system, telephone system, and other office machines such as copier and fax machines.
* You will be responsible for conducting business and personal affairs in a manner that is always a credit to the company. Must maintain a good credit rating while employed with the company.
* The above statements are intended to describe the general nature of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
Monday - Friday 7:30 -4:30Full-time
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Updated March 14, 2024