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Medical Secretary
Lady Lake, FL
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Medical Receptionist Check-In / Check-Out Coordinator
Pay: Not specified
Posted: 7 weeks ago
Location: Lady Lake, FL (Onsite)
Last Updated: 3 weeks ago
Hours: Full-Time
Expires: 9/9/2026
Job Description
Position Summary The Check-In/Check-Out Receptionist is responsible for providing exceptional customer service while efficiently managing the patient registration and checkout process. This position ensures accurate patient information, insurance verification, appointment scheduling, referrals, authorizations, and collection of patient financial responsibility while maintaining HIPAA compliance and a professional, welcoming environment. Patient Check-In Greet patients, families, and visitors in a courteous and professional manner. Verify patient identity using two identifiers. Confirm demographics, address, phone number, email, emergency contact, and insurance information. Scan insurance cards and identification into the EMR. Collect required registration forms and signatures. Verify insurance eligibility and benefits. Confirm referrals and authorizations prior to the visit. Collect copays, deductibles, coinsurance, and outstanding balances. Issue receipts for all payments. Notify clinical staff when patients arrive. Maintain HIPAA compliance. Patient Check-Out Schedule follow-up appointments according to provider instructions. Print/review After Visit Summaries when applicable. Schedule diagnostic testing or procedures. Coordinate referrals to specialists. Review patient instructions. Collect remaining balances due. Provide orders, referrals, educational materials, and paperwork. Scheduling Schedule new and established patient appointments. Coordinate provider schedules. Maintain scheduling templates. Monitor cancellations and waitlists. Insurance & Registration Verify insurance eligibility daily. Obtain referrals and authorizations. Document insurance changes accurately. Communicate insurance issues to billing staff. Telephone Responsibilities Answer incoming calls professionally. Route calls appropriately. Schedule appointments. Take detailed messages. Return voicemails promptly. EMR Responsibilities Document patient information accurately. Scan and index documents. Maintain complete patient records. Financial Responsibilities Collect copays, deductibles, coinsurance, self-pay balances, and previous balances. Balance daily cash drawer. Prepare end-of-day payment reports. Customer Service Provide exceptional patient service. Address concerns professionally. Communicate effectively with providers and staff. Administrative Duties Process faxes. Prepare new patient packets. Maintain office supplies. Keep reception area clean and organized. Perform other duties as assigned. Qualifications High School Diploma or GED required. Medical office experience preferred. EMR experience required (Azalea preferred). Insurance verification and scheduling experience preferred. Knowledge Medical terminology HIPAA Medicare and Medicare Advantage Commercial insurance Referrals and prior authorizations Skills Customer service Communication Computer proficiency Typing/data entry Organization Multitasking Attention to detail Physical Requirements Prolonged sitting and standing. Frequent computer use. Lift up to 20 pounds. Performance Expectations Professional appearance and attendance. Maintain confidentiality. Follow office policies. Meet productivity and quality standards. Preferred Experience Azalea Health EMR Availity/TriZetto eligibility portals Vascular, nephrology, urology, or multi-specialty practices Medical billing basics