We are seeking an experienced and detail-oriented Receptionist/Referral Coordinator to join our growing Optometry practice. This role requires a passion for helping others and the ability to work in a fast-paced environment. The successful candidate will serve as the first point of contact for patients and visitors, providing professional and courteous front desk support while ensuring smooth daily clinic operations.
- Answer high-volume, multi-line phone calls; direct callers to the appropriate staff member or address inquiries as appropriate.
- Greet patients upon arrival, obtain insurance information, and ensure completion of all required intake and registration forms.
- Provide new patients with intake packets, office policies, and legally required documentation.
- Process patient payments, including co-pays, deductibles, co-insurance, and self-pay visits.
- Schedule and confirm appointments for new and returning patients based on provider availability.
- Maintain patient confidentiality and ensure compliance with HIPAA regulations.
- Coordinate all referral-related tasks, including verifying referral requirements, obtaining authorizations, and ensuring referrals are in place prior to scheduled appointments.
- Communicate with external providers and insurance companies as needed to support continuity of care.
- Travel to other clinic locations as needed to provide support.
- Perform other administrative duties as assigned.
Qualifications:
To successfully perform this role, an individual must competently fulfill all essential responsibilities. The requirements listed represent the knowledge, skill, and ability required for the Receptionist/Referral Coordinator position. Reasonable accommodation will be made for individuals with disabilities to perform the essential functions.
- Computer literacy in MS Office Suite (Word, Excel, PowerPoint, Outlook).
- Familiarity with electronic medical record (EMR) systems, such as Nextech, is a plus.
- Strong diction skills and the ability to communicate clearly.
- Exceptional customer service and excellent phone skills are mandatory.
- Strong attention to detail and accuracy in all tasks.
- Adaptable, highly motivated, and able to work independently.
- Strong organizational and time-management skills.
- Familiarity with healthcare regulations, medical law, and HIPAA compliance.
Education and Experience:
High school diploma or equivalent required. Prior experience in healthcare or ophthalmology is preferred but not required.
Language Skills:
Excellent verbal and written communication skills are essential. Bilingual proficiency is a plus.
Reasoning Ability:
Ability to apply common sense and understanding to carry out written, oral, or diagram instructions. Ability to deal with problems involving multiple variables in standardized situations.
Physical Demands:
This role requires regular standing, walking, and use of hands for equipment handling and computer input. Occasional lifting of up to fifteen (15) pounds may be required.
Work Environment:
Work is performed in a clinical optometry office environment with moderate noise levels and regular interaction with patients and clinical staff.