Clerical Job Description
Clerical Duties & Responsibilities
To write an effective clerical job description, begin by listing detailed duties, responsibilities and expectations. We have included clerical job description templates that you can modify and use.
Sample responsibilities for this position include:
Clerical Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Clerical
List any licenses or certifications required by the position: BLS, CRCS, CPR, CNA, ASE, CME, IAT, OSHA, MIDAS, EMR
Education for Clerical
Typically a job would require a certain level of education.
Employers hiring for the clerical job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Education, Healthcare, Health, Medical Assistant, Medical Office Assistant, Associates, Graduate, General Education, Technical
Skills for Clerical
Desired skills for clerical include:
Desired experience for clerical includes:
Clerical Examples
Clerical Job Description
- Coordinating the return of goods to vendor for repair, credit or exchange
- Preparing new charts in advance for specific employees
- Receiving employees, recording the visits, and retrieving charts for the provider/nurse
- Answering telephone and transferring calls appropriately
- Answering questions of employees regarding procedures and policy according to scope of practice
- Preparing / retrieving charts for pre-employment, annual assessment, visits, and follow-up for provider review
- Filing lab reports and other documents into charters in proper order
- Logging lab reports in book and giving reports to the provider to review
- Addressing letters to employees for follow-ups of PPDS, abnormal findings, vaccinations, annual assessments and follow ups
- Scheduling appointments for pre-employment physical exams and annual assessment
- Making copies of laboratory results or other information when required
- Total daily statistics for monthly report
- Checking satisfactory supplies, repairing charts, and initiating second chart when needed
- Retrieve Cardiac Cath Lab Referrals from online referral system and work closely with the Referral Office to ensure completeness of referrals
- Perform moderately difficult data entry work using a computer or paper form
- Adhere to hospital's patient safety protocol
Clerical Job Description
- Meeting and greeting visitors and helping them to the appropriate areas
- Answering multi-phone line system
- Photocopying and collating
- Envelope stuffing/sealing and sorting mail
- Document administration
- Assist with maintaining an accurate base line of patients with diabetes and other chronic diseases in the registry
- Contact patients by phone and/or letter for appointment reminders, to update lab work, to attend self-management education, or deliver other instructions as directed by their providers
- Outreach to patients whose diabetes is in poor control or who are at risk of becoming lost to follow up and bring them back into care
- Schedule appointments for patients with their provider or provider team
- Assist with registry data collection and the monthly preparation of status reports to Senior Leadership
- Print and distribute provider reports as directed
- Prepare statistical reports for group education
- Answer telephones, retrieve and convey message in a timely and accurate manner
- Greeting patients and making appointments for all modalities of Cardiology
- Contacting patients on a daily basis about scheduled appointments
- Rescheduling missed appointments of the above mentioned modalities
Clerical Job Description
- Answering the phones and faxing as needed
- Scheduling appointments for patients with their provider or provider team
- Assisting with Registry data collection and the monthly preparation of status reports to Senior Leadership
- Printing and distributing provider reports as directed
- Answering telephones and retrieving and conveying messages in a timely and accurate manner
- Act as a liaison between nurses, physicians and other staff
- Filing and data entry work
- Meet and greet visitors and show them to appropriate areas
- Perform general office functions such as photocopying, collating, envelope stuffing and sealing, and sorting mail
- Facilitate bilingual communication for the Maintenance in Care Program
- Maintain professional demeanor
- Knowledgeable in computer platforms
- Facilitate transportation needs of patients to keep their medical and social work appointments
- Purchase office supplies and all durable equipment for patients
- Assist the Social Work Coordinator with the required reports and tracking of patient's primary care attendance
- Provide secretarial and clerical functions
Clerical Job Description
- Schedule appointments for identified Cardiac Cath patients
- Retrieve Cardiac Cath Lab Referrals from online referral system
- Adhere to hospital's patient safety protocol prior to registration/administrative processing of patients
- Register patients, obtain all necessary information, and update the patient identification, registration, and billing systems
- Open and close visits
- Answer incoming calls and assist patients in resolving issues/complaints via telephone
- Obtain medical record numbers for new patients
- Provide administrative /secretarial support within Pathology / Blood Bank unit
- File and complete data entry tasks
- Perform clerical tasks as assigned
- Input orders into the computer
- Stock and order supplies for the floor
- Page doctors for nurses, assign papers, or answer call lights
- Ensure that all incoming supply and dry ice shipment requests are registered and processed in the logistics software database according to the applicable SOPs
- Ensure that sufficient investigators manuals, instruction leaflets, requisition forms and other trial specific related documents are prepared and made ready for shipment
- Ensure that a sufficient stock of all paper goods is maintained for the printing of all trial specific related documents
Clerical Job Description
- Answer telephones and record messages
- Perform other related task as assigned/necessary
- Provide administrative /secretarial support within the Medical Records department
- Oversee filing, data entry, reception work, schedule meetings, typing and preparing correspondences
- Supervise indexing, operating office equipment (fax, computer, photocopier) and other clerical functions
- Answer questions of employees regarding HR questions
- Handling coding
- Use typewriters or personal computers to maintain or produce basic information in established formats, or to complete forms
- File and retrieve files, records and documents
- Sort, collate, assemble, and distribute documents, mail and other written materials
- Fax and duplicate documents
- Direct phone calls to appropriate persons
- Maintain basic numerical information
- Utilize basic set-ups of personal computers or remote data terminals to post, check or obtain basic information
- Act as an internal courier by delivering mail and documents within facility
- Assist others with projects by performing tasks such as copying, faxing, posting