Description
Assist patients at the front desk with registration, scheduling, insurance and payments; explain policies and coordinate communication to ensure timely access to care.
- • Greet, register, and check patients in/out, verifying demographics and consent forms.
- • Schedule, reschedule, or cancel appointments, referrals, and procedures.
- • Verify insurance eligibility and benefits; obtain authorizations as directed.
- • Explain clinic policies, procedures, billing practices, and available services.
- • Collect co-pays and payments; post charges and apply sliding-scale fees per policy.
- • Coordinate communication between patients, families, clinicians, and administrative staff.
- • Triage and route inquiries or complaints to appropriate staff and follow up for resolution.
- • Interview patients or representatives to identify service barriers or care concerns.
- • Refer patients to clinical services, financial assistance, or community resources.
- • Document patient encounters and updates accurately in the EHR and related systems.
- • Compile and report service metrics or patient feedback; recommend process improvements.
- • Prepare and distribute forms and patient-facing materials; educate on portal and digital check-in tools.
- • Identify and escalate privacy, safety, or quality-of-care concerns in line with policy.
- • Maintain current knowledge of policies, insurance rules, community resources, and customer service; assist in orienting new front-desk staff or volunteers.
Related specializations
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Healthcare & Human Services
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Source
Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
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Sources & Standards:
This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
