Duties and Responsibilities:

• Answer incoming calls and triage patient needs
• Listen to and transcribe voicemails into EMR
• Intake new patients into the practice.
• Chart processing
• Pull chart list
• Send tasks to perspective
• Patient Navigators
• Lab Orders, Radiology Orders, and DME orders
• Medication questions/follow up
• Records requests
• Referrals to specialists
• Referrals for PT/OT/SN
• Post visit calls completed for every chart processed (excluding facility).
• Review orders and medication changes with patient, let them know Patient Navigator will f/up with specifics.
• Send follow up task to scheduling. “We will be in contact with you to schedule your next appointment in ___ weeks.”
• Provide verbal orders for PT/OT/SN when appropriate:
• Work clinical faxes via folders in clinical email:
• Hospital discharge follow ups.
• Call patient and gather TCM information.
• Wet Signature processing
• Fill out basic demographic information.
• Let provider know if clinical Information is needed
• Complete upon return if they give you appropriate visit note
• Keep tracker up to date
• Records requests – upload to chart and assign to requesting provider
• POST Forms – upload to chart, print, and mail to patient