I. BASIC FUNCTION:
Acts as a member of the Operations Team in the role of one or more of the following positions: Telephone Operator, Front Desk Receptionist, Appointment Scheduler, Medical Records Clerk, or Interpreter Services.
All employees of FCHC must ensure service standards are delivered, including:
FCHC Core
• Demonstrates a commitment to FCHC mission and vision.
• Demonstrates a positive attitude towards patients, employees, role, and the health center.
• Demonstrates FCHC core values (accountability, courtesy, excellence, flexibility, integrity, respect).
Customer Service and Professionalism
• Smiles and makes appropriate contact, greets individuals upon entry into building and space.
• Is customer service oriented to both internal (colleagues) and external (patients, clients, vendors, etc.)
customers. Treats patients, customers and colleagues with dignity and respect.
• Provides timely response to requests, tasks, and inquiries. Demonstrates good service turnaround.
• Demonstrates good communication skills and communicates in a tactful manner.
• Exhibits conflict resolution skills in order to foster effective working relationships and embraces a team
approach.
• Adheres to FCHC’s dress code policies. Employee appearance and grooming appropriate.
Show(s)
• Consistently shows commitment to position and team performance (i.e., attendance and punctuality).
• Consideration and acceptance of cultural differences of others; works well with individuals of diverse
backgrounds, supporting a culture of justice, equity, diversity, and inclusion.
• Participates in training and professional development and completes required trainings in a timely manner.
Safety
• Adheres to and promotes a culture of safety and cleanliness.
• Adheres to HIPPA/Confidentiality standards.
• Respectful of FCHC property, properly and safely uses Health Center Equipment.
II. INTRADEPARTMENTAL RELATIONSHIPS:
Department Officer: Chief Operations Officer
Reports to: Operations Director and/or Patient Access Manager and/or Lead Operations Specialist
Supervises: None
JOB DESCRIPTION
DEPARTMENT: HEALTH OPERATIONS
JOB TITLE: OPERATIONS SPECIALIST
OPERATIONS SPECIALIST
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III. PRIMARY RESPONSIBILITIES:
A) TELEPHONE OPERATOR:
1. Receives incoming telephone calls. Answers all incoming phone calls, schedules patient appointments and creates a task with a detailed message for appropriate staff.
2. Screens incoming calls for Providers. Routes calls to appropriate provider or clinical staff using established criteria.
3. Reschedules patients/cancels providers’ schedules when necessary.
4. Orients new staff to the telephone system.
5. Performs other duties as assigned.
B) FRONT DESK RECEPTIONIST:
1. Greets incoming patients and visitors utilizing excellent customer service skills as noted under Service Standards.
2. Ensures all necessary consent forms are completed by patients annually.
3. Obtains financial documentation from each patient/family unit in order to acquire information necessary for the Center’s Sliding Fee Scale Program. Obtains insurance information and verifies coverage prior to patient appointments.
4. Utilizes the telephone and paging system to help patients receive services as necessary.
5. Creates and updates patients’ electronic health record (EHR). This includes scanning the registration forms which are reviewed for completion and placed into the appropriate categories in the electronic health record.
6. Updates patient record for changes in any demographic information. Makes appropriate changes in the electronic health records (EHR).
7. Connects patients to the appropriate resource to handle or answers patients’ inquiries regarding sliding fee schedule, insurance, collections, etc.
8. Assists patients in participating in special programs by giving out applications and assisting patients in the completion of applications.
9. Collects payments of fees for current or previous visits. Provides receipts of payments to patients.
10. Promotes activities such as patient portal enrollment to improve clinic engagement.
OPERATIONS SPECIALIST
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11. Submits money collected and payment journal at the end of the day.
12. Secures money drawers at all times.
13. Performs other duties as assigned.
C) APPOINTMENT SCHEDULER:
1. Schedules appointments for patients in person or via telephone, monitors cancellations, and reschedules appointments, primarily responsible for the recall list, if applicable.
2. Schedules appointments for specific patient populations at the direction of clinical staff.
3. Performs other duties as assigned.
D) MEDICAL RECORDS CLERK:
1. Ensures all loose chart forms, including consult notes, progress notes, lab reports, and immunizations are scanned and filed appropriately on the electronic health records. These documents are imported into the patient’s electronic health record and forwarded to staff at FCHC following FCHC’s medical standard operating procedure (SOP) for FCHC scanning procedure.
2. Requests medical records from outside entities as directed by the provider.
3. Downloads medical records from health record systems and imports medical records into a patient’s electronic health record. These records are downloaded, imported and forwarded to staff FCHC following FCHC’s medical records standard operating procedure.
4. Faxes appropriate correspondence as needed.
5. Picks up medical records information from providers and nursing staff and faxes, mails or delivers electronically any necessary information to outside entities as requested by provider.
6. Performs other duties as assigned.
F) INTERPRETER SERVICES:
1. Schedules interpreters for all patients (both in person and utilizing Video Remote Interpreting - VRI).
2. Schedules transportation for all patients as needed.
3. Verifies insurance for all non-English speaking patients. Works with non-English speaking patients on identifying health insurance options.
4. Performs other duties as assigned.
OPERATIONS SPECIALIST
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IV. PERIODIC DUTIES:
1. Contributes to Health Center community health activities outside of regular job responsibilities.
2. Participates in Health Center staff problem solving groups.
3. Attends and participates in department meetings, etc. as assigned.
4. Performs other duties as assigned.
V. WORKING RELATIONSHIPS:
Inside Health Center: All inclusive.
Outside Health Center: Patients/Clients, students, vendors, community health agencies, hospitals, insurance companies, Medicare/Medicaid, physician offices, etc.
VI. QUALIFICATIONS:
1. High School Diploma or G.E.D. equivalent required.
2. One (1) year medical office work experience or equivalent required.
3. Ability to type 40 WPM preferred.
4. Knowledge of medical terminology preferred.
5. Must possess excellent computer, communication and customer service skills.
6. Must possess excellent organizational skills.
7. Bi-lingual speaking skills a plus.
OPERATIONS SPECIALIST
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VII. CONFIDENTIALITY:
Respect for and maintenance of client and staff confidentiality is required.
The above responsibilities/duties describe the chief function (requirements) of the job (holder) and are not to be considered a detailed description of every responsibility/duty (requirement) of the job (holder).