The Virtual Concierge is responsible for serving patients by greeting and helping them, scheduling appointments, maintaining records and accounts, answering all inbound calls and outside referrals.
Job Description
• Optimizes patients’ satisfaction, provider time, and treatment room utilization by scheduling appointments in person or by telephone.
• Obtains revenue by recording and updating financial information; recording and collecting patient charges; controlling credit extended to patients; filing, collecting, and expediting third-party claims.
Other Duties include:
• E-Fax Management and delivery to appropriate employees.
• Received Outside Post ops- filed A-Z in appropriate binder.
• Received Outside H&P, EKG, etc- filed A-Z in appropriate binder.
• Received Non-Urgent Review- Letters from MDS -filed A-Z in appropriate binder
• Manage outbound referrals.
– In Management Plus (DLV referred to)- document appropriately
– Outbound referral binder
• Keeps patient appointments on schedule by notifying provider of patient’s arrival; reviewing service delivery compared to schedule; reminding provider of service delays.
• Follow up to ensure letters are received and reviewed by the Dougherty Laser Vision Clinical Director
– Send letters to referring doctors from referred patients within 24 hours
– Work directly with Clinical Director to ensure letters are completed and sent for all referred patients
• Purge and Store Files within 2 Years
• Keep Records Tidy & Alphabetized
– Manage Records Release Forms & handle within 24 hours.
– Obtain doctor’s signature on all medical release forms.
– Mail patient medical records as needed.
– Create, manage, and maintain medical records release log.
• Taking and posting phone payments to patients accounts.
Required Qualifications
• Clear and coherent in both written and verbal communication skills, with the ability to engage with individuals across all organizational tiers, including executive leadership.
• Proficiency in Microsoft Office suite, facilitating efficient task execution and documentation.
