A. Reception activities
1. Answer telephone
2. Transfer telephone
3. Place phone party on hold
4. Complete telephone messages
5. Identify and greet patients
6. Obtain patient registration and health history information
7. Obtain “consent” signatures
8. Schedule in patient and out patient appointments
9. Maintain appointment book
10. Maintain safe and clean medical office facility
11. Process incoming and outgoing mail
12. Observe purchasing and inventory maintenance procedures
B. Working with patient files
1. Employ appropriate filing procedures
2. Make corrections to files
3. Correctly document all pertinent information in the patient’s files
4. Maintain patient confidentiality
C. Collection
1. Assist with handling time-of-visit payments
2. Process statements correctly
3. Observe procedures for handling of delinquent accounts
D. Bookkeeping procedures
1. Assist with patient ledger card files
2. Make appropriate journal entries
3. Check invoices for accuracy
4. Assist with office booking measures
E. Insurance procedures
1. Assist with obtaining all pertinent information
2. Accurately code diagnosis and procedures using CPT-4 and ICD-9-CM
3. Collect copayments when applicable
4. Observe follow-up procedures for unpaid insurance claims
F. Written communications
1. Compose and type collection letters
2. Compose and type general information letters
3. Type physician reports