Appointment Scheduler Job Description

Appointment Scheduler Job Description

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Appointment scheduler provides pre-certification of all procedures to ensure coverage and proper billing procedures; and/or may obtain insurance pre- certification from the referring physician's office and contacts insurance carriers for confirmation; advises clinic and/or patient on co-payment or co-insurance responsibility.

Appointment Scheduler Duties & Responsibilities

To write an effective appointment scheduler job description, begin by listing detailed duties, responsibilities and expectations. We have included appointment scheduler job description templates that you can modify and use.

Sample responsibilities for this position include:

Receives inbound phone calls from service technicians in the field
Handles the call
Places systems on test and views signals for the service techician
Notifies the Coordinator if a service technician cannot complete the job ticket as assigned
Coordinate with doctors, staff, nurses, patients and other medical departments while booking, coordinating and rescheduling appointments over the phone
Responsible for patient management, the flow of patients through the front office in an efficient and professional manner over the counter cash management
Obtain and handle medical record document requests from outside parties, which may include subpoenas, FMLA forms, for response and regulation compliance
Schedules patient procedures in a manner that most efficiently utilizes the time and clinical resources
Performs adminstrative tasks for area or shift
Gather from and provide information to employees pertaining to area of support

Appointment Scheduler Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Appointment Scheduler

List any licenses or certifications required by the position: CHAA

Education for Appointment Scheduler

Typically a job would require a certain level of education.

Employers hiring for the appointment scheduler job most commonly would prefer for their future employee to have a relevant degree such as High School and Associate Degree in Education, Associates, General Education, Information Systems, Computer Science, Hospitality, Supervision, Human Relations, Communication, Business/Administration

Skills for Appointment Scheduler

Desired skills for appointment scheduler include:

Medical terminology
Insurance grid for all services performed
Ability to meet and exceed service components of this position
Insurance concepts and patient registration software
Proven computer skills
Scheduling parameters
VMMC system and providers is necessary to efficiently schedule appointments and answer questions
Business office procedures
Grammar
Punctuation to type patient information

Desired experience for appointment scheduler includes:

1+ years clerical experience in a patient care setting required
Depending on location, employee may be required to operate equipment and may be required to be equipment certified
Experience as a clerk in a warehouse / distribution environment, performing duties such as transportation coordination, inventory, shipping / receiving, coordinating with various carriers, vendor and customers strongly preferred
Knowledge of WMS systems preferred
Equipment certification may be required
Requires strong customer skills

Appointment Scheduler Examples

1

Appointment Scheduler Job Description

Job Description Example
Our growing company is looking for an appointment scheduler. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for appointment scheduler
  • This non-clinical role supports patients, customers and internal stakeholders using a variety of interaction channels, including voice, email, chat, postal mail, and fax
  • Speaks with customers, patients and stakeholders in a pleasant and professional phone voice
  • Performs all components of call processing for inbound and outbound contacts
  • Is receptive to constructive feedback and coaching
  • Easily adapts to changes in work environment or job assignment
  • Greet and assist customers who enter the store showroom & call for service appointments
  • Schedule appointments for service
  • Works directly with Customers to schedule appointments for load and load pick-up deliveries, communicating via phone or email, and using the internet to confirm and book the schedule
  • Enters appointments in the scheduling system, once appointments are confirmed
  • Responsible for ensuring that appointments are timed and scheduled properly taking into consideration the following
Qualifications for appointment scheduler
  • 0-1 + years' experience in medical clinic or healthcare office strongly preferred
  • Candidate must have outstanding Interpersonal communication (verbal & written) and telecommunication skills
  • Candidate will be responsible for multiple daily communications with Clinical Director, HSA, Health Records Assistant, hospitals and specialty physician providers
  • Superior organizational skills required and must be able to aggressively utilize strong multi-tasking abilities to coordinate scheduling patient appointments and managing daily appointment book
  • ERMA schedule management and report utilization will be mandatory
  • The qualified candidate should have excellent attention to detail and be comfortable working under tight timelines
2

Appointment Scheduler Job Description

Job Description Example
Our growing company is looking to fill the role of appointment scheduler. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for appointment scheduler
  • Builds effective partnerships with internal teams to offer and provide exceptional, seamless customer service
  • Support the C
  • Multitask between answering incoming phone calls and responding to emails
  • Schedule appointments via phone, email, and company websites
  • Complete branch requests
  • Ability to build a working relationships
  • Obtaining delivery appointments for selected accounts via phone, e-mail and website
  • Confirming delivery appointments and date change notifications for internal and external customers
  • Rescheduling and managing late or missed loads by working with customers, carriers, plants and Customer Service Associates
  • Researching, analyzing and resolving on-time delivery issues
Qualifications for appointment scheduler
  • 1-2+ years' experience in a medical clinic or a hospital acute unit
  • LPN experience or Medical/Clinical knowledge/experience preferred
  • 0-1+ years working in a medical clinic or healthcare office strongly preferred
  • Two (2) years recent direct experience w/ demonstrated computer literacy
  • Two (2) years recent experience on computerized appointment system
  • Experience on master scheduling within a Primary Care department, preferably one (1) year minimum
3

Appointment Scheduler Job Description

Job Description Example
Our company is looking to fill the role of appointment scheduler. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for appointment scheduler
  • Working closely with internal and external groups to meet changing customer needs
  • Responsible for scheduling all physician orders, new referrals and schedules appropriate field staff member on a daily basis
  • Faxes or scans patient information to field staff as needed
  • Schedules any changes or corrections per MD orders in EMR
  • Ensures that the new referral is staffed with an RN and any other staff members needed to make sure what was ordered by physician is scheduled correctly
  • Contacts field staff regarding missing outstanding documentation on a weekly basis
  • Updates schedules frequently to remain in compliance with the current physician order
  • Retrieves lab results from previous day
  • Communicates all new orders and new referrals with contract therapy staff
  • Communicates frequently with management on unassigned patient visits to ensure that all patients are seen within the time frame needed per physician orders
Qualifications for appointment scheduler
  • Ability to understand & communicated effectively & diplomatically w/ all levels of personnel
  • General knowledge of organizational procedures & the ability to apply them to various situations
  • 2 Years related experience in healthcare environment preferred
  • Ability to work a multi-line phone
  • Experience in the educational field is a plus!
  • 2+ years' experience with performing in a goal-driven & customer-focused environment preferred
4

Appointment Scheduler Job Description

Job Description Example
Our company is looking for an appointment scheduler. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for appointment scheduler
  • Follows up with CTM’s, case managers, DME dept in reference to new orders, patients information to ensure patient’s needs are addressed
  • Updates patient information into the EMR with changes occurs
  • Runs active census’s weekly-schedules discharges with field staff and appropriate tasks to ensure accurate active census’s is up to date
  • Responsible for processing discharges-updating patients schedule to reflect discharge date and notifying medical records so they can break down patient’s active chart
  • Responsible for scheduling per physician order and ensuring re-authorization department has updated order in order to obtain authorization from physician office
  • Prints out all therapy evaluations from EMR-fills out fax cover sheet with recommendation and faxes to MD office ensuring effective communication with between physician’s office and home health agency
  • Participates with on-call rotation for home health approximately once per month
  • Performs other job tasks / duties as assigned by manager
  • This person will be on the phones all day for most of the day
  • Take calls from queue and make patient appointments per next available time slot
Qualifications for appointment scheduler
  • Demonstration of progressively responsible experience requiring effective prioritization, troubleshooting, strong attention to detail, and working independently
  • Proven excellent verbal and written communication skills and interpersonal skills
  • Demonstrated ability to handle multiple items simultaneously and produce high-quality work in a timely, accurate and efficient manner
  • Demonstrated work ethic and reliability
  • Ability to respect and protect confidential information
  • Can work independently, but within a team environment
5

Appointment Scheduler Job Description

Job Description Example
Our company is hiring for an appointment scheduler. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for appointment scheduler
  • Cancel and re-schedule appointments as requested by patients/doctors and advise appropriate staff of re-schedules
  • Obtain needed PCP referrals prior to office visits and procedures
  • Review doctor's schedules as needed ensuring no holes in physician schedules
  • Confirm patient's insurance and demographic information in the computer system
  • Load referrals into NextGen
  • Prepare and mail new patient packets
  • 2+ years of medical office experience - scheduling appointments, verifying insurance, taking referrals
  • Supporting the functions of the nursing unit by performing and arranging outside appointments while patients are in the hospital, and/or supports the functions of the case management department by communicating with referring doctors/UR case managers and setting up appointments for after discharge for follow up
  • Serving as a resource for patients, families, physicians, staff who may be requesting an appointment currently while patient is in the hospital
  • Coordinating the flow of medical resources and referrals for the delivery of safe, quality patient care
Qualifications for appointment scheduler
  • Positive attitude and willingness to help
  • Ability to be flexible and focused in a sometimes fast paced, ever-changing environment
  • Possess strong technical skills in Microsoft Office products such as Word, Excel, PowerPoint, and particularly Outlook
  • Associates degree and at least three years of administrative support experience
  • Prior health care, scheduling and/or research experience
  • Must have one year experience in a medical business office

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