Check In

US-FL-Wesley Chapel
# Positions
Job Status
Regular Full-Time

Job Description

Check In

Department:           Orthopaedics Wesley Chapel

Job Summary:        Manages all traffic at the front check in window.

Reports to:                 Office Manager

Position Level:           4



Essential Functions of the Position:

  • Prepares e-chart prior to visit
    • Prints encounter form, demographic verification form (DVF), other necessary forms per patient or provider
    • Verifies eligibility of insurance
    • Ensures referral is present if needed
    • Completes patient verification processes
    • Verify photo ID is scanned into Intergy
    • Verify all records are properly received for all Worker’s Compensation patients
    • Verify all payments are received for all pre-pay appointments
    • Verify patient’s copay and denote if they are in a global period
    • Updates patient demographics as needed, including insurance and preferred pharmacy.
    • Alert front desk of insurance issues, payment information or any problems with patient’s account
    • Enters referral authorization information into Practice Management System
  • Assist traffic at front window
    • Manages sign in sheets
    • Schedules appointments
    • Takes messages
    • Assists with medication refill requests
    • Handles customer requests or needs
    • Assists vendors
    • Monitors the lobby for cleanliness and patients in distress
    • Daily logging of diagnostic films from outside facilities
  • Completes patient check in processes
    • Distributes and collects new patient forms
    • Verifies HIPAA and Privacy signatures are obtained
    • Confirms photo ID is scanned into Intergy
    • Confirms insurance cards are scanned into Intergy and keyed correctly
    • Obtains patient signature on DVF at each visit
    • Updates patient demographics as needed, including insurance and preferred pharmacy
    • Updates work flow event to “check in”
    • Notifies MA or nurse when patient is ready
    • Records “no show” appointments in the system
    • Collects co-payment amounts
    • Collects patient balance dues
    • Balances journal and locks it
    • Secures deposit and imprest funds
    • Prints next day appointment schedules
    • Post “no show” fees for any Worker’s Compensation appointments
    • Addresses Intergy tasks in a timely manner

Additional Responsibilities:

  • Maintains an organized and clean work area
  • Participates in maintenance of front office supplies
  • Performs other incidental and related duties as required and assigned

Physical and Mental Demands:

  • Normal physical ability; able to sit for long periods
  • Normal concentration and normal complexity of decision making
  • High level verbal and written communication skills
  • Above average ability to manage multiple tasks simultaneously

Occupational Exposure:

  • Low risk exposure to bloodborne pathogens and chemical hazards

Job Qualifications:

  • High school graduate or GED equivalent
  • Strong customer service orientation
  • Excellent telephone etiquette
  • Strong team player
  • Basic computer proficiency
  • Medical office experience preferred


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