Client Liaison

Job Description

Responsible for greeting incoming clients and visitors, relaying incoming phone calls, and performing various clerical duties in a professional manner.

Essential Functions

• Answer multi-line telephone system, take accurate messages, screen and direct telephone calls to the appropriate person in an efficient manner.
• Greet and identify patients and visitors as they enter the office in reference to the daily schedule and obtain additional patient information as needed.
• Request patients and visitors be seated in the waiting room in a courteous manner and communicate unexpected delays when necessary.
• Review patient charts to ensure proper documentation and information are enclosed in accordance with practice guidelines.
• Acquire necessary medical records and documents for patient charts by communicating via telephone, facsimile or in person with other office locations or office personnel.
• Maintain a neat and organized waiting room and order supplies as needed.
• Schedule patients for appointments and “re-call” appointments in an efficient and productive manner.
• Apply knowledge of sterile techniques and OSHA regulations.
• Receive payments from patients for services rendered and prepare bank deposits on a daily basis.
• Maintain accounts receivable records and place necessary collection calls to patients and insurance companies in a professional manner.
• Create financial arrangements with patients for all treatment.
• Enter financial transactions and miscellaneous correspondence on computer.
• Maintain exam rooms in a neat and clean manner at all times.
• Comply with patient needs at all times.
• Escort patients from waiting room to examination rooms.
• Review patient charts to ensure they contain all pertinent information and are placed in designated areas for Physicians’ use.
• Alert Physicians of patients’ allergies prior to beginning exams.
• Assist Physicians with injections and/or other procedures as necessary.
• Monitor supply levels, and replace as needed.
• Instruct patients regarding information needed once they leave the office to include: medication usage and therapy instruction.21. Photocopy information given to patients, and place copies in appropriate charts.
• Perform other related duties as assigned.

Required Skills

• Oral Communication Skills
• Written Communication Skills
• Technical Communication
• Telephone Etiquette
• Customer Relations
• Diplomacy
• Filing
• Math Aptitude
• Organization
• Professionalism
• Reading Skills
• Time Management

Education/Training

Degree: High School Diploma or Equivalent
Medical Assistant Certification (If Applicable)

Experience

Prior secretarial experience beneficial.