Lead Front Desk Coordinator
Job Type

Job Summary:

The Front Desk Coordinator is responsible for patient check-in/out, as well as treating all patients in a professional and courteous manner. The Front Desk Coordinator reviews patient chart to verify necessary information and signatures have been obtained. The Front Desk Coordinator enters new patient information into computer and collect patient payment amounts. Ensure the patient feels welcome to the practice and continues to return.


1. Greets patients in a prompt, courteous and helpful manner

2. Assists patients with personal requests or needs

3. Registers patients, obtains email address, verifies, and updates information as requested in medical record

4. Update patient recall status in computer per documentation in chart

5. Daily chart preparation: New, established and surgery patients – labels, required paperwork and test results filled in appropriate section

6. Prepare daily charge ticket and review for accurate billing/fee information

7. Discuss & explain insurance coverage to patients

8. File vision plans

9. Collect payment for services rendered including refraction fees, co-pays and outstanding balances

10. Review A/R Insurance Balance report bi-weekly for proper reimbursement 

11. Review charge tickets upon patient check out for accuracy

12. Make follow-up appointments and issue appointment cards to patients

13. E-scribe

14. Scan patient charts into EMR system

15. Monitor patient wait time and alert clinic manager if wait time is over 20 minutes

16. Monitor reception area for cleanliness and adequate reading materials

17. Back up on phones when needed

18. File appropriate paperwork in patients chart as required

19. Pull and file charts as needed

20. Print daily schedules as needed

21. Copy and send medical records as requested by medical record release forms

22. Perform daily recall to maintain full daily schedule

23. Turn lights on/off, unlock/lock doors as indicated for the day

24. Maintain patient confidentiality in accordance with HIPAA and practice guidelines

25. Maintain positive working relationship will all staff members

26. Other duties as assigned 


 Essential Skills and Abilities:

1. Excellent customer service and communication skills

2. Ability to work as a team member

3. Manage multiple tasks simultaneously

4. Highly motivated and organized

5. Empathetic with patients’ needs and concern

6. Excel under pressure

7. Attention to detail

8. Treat patients and co-workers with respect

9. Windows based operating software knowledge

Education and Experience:

1. High school diploma or equivalent

2. Minimum five (5) years experience in medical practice

3. Minimum five (5) years experience in a lead or supervisory role