Pre-Visit Planner

EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Gather all necessary information, documentation, and test results prior to a patient's appointment. This role supports care teams by reviewing charts, coordinating referrals, and communicating with patients to meet our quality metrics while improving visit efficiency and quality of care.

• Perform detailed chart reviews, within the EMR, to close identified gaps in care.
• Call patients to collect necessary information and schedule annual visit if necessary.
• Contact other providers and check lab and radiology portals to obtain reports, consults, results, and hospital discharge reports.
• Collaborate with practice administrators, providers, and other care team members via email, phone, or EMR to ensure coordination of care.
• Gather and input data into the Pre-Visit Planning template, then upload template to the patient's chart.
• Additional tasks may be assigned based on departmental needs.
• Create chase lists for varying quality measures.
• Assist in training and new employees

Exempt/Non-Exempt Non-Exempt

SB Administrative Services, LLC

Full-Time/Part-Time Full-Time

• Proficient computer skills, including Microsoft Office (specifically Teams and Excel).
• Confidence to communicate and outreach to other community health care organizations and personnel.
• Self-disciplined, energetic, passionate, and innovative.
• Demonstrates strong attention to detail.
• A team player that can follow a system and protocol to achieve a common goal.
• Highly organized and well-developed oral and written communication skills.
• Demonstrates sound judgment, decision‑making and problem‑solving skills.
• Able to maintain confidentiality with all aspects of information in accordance with practice, State and Federal regulations.
• 2-5 years’ experience in a clinical setting preferred.
• Bilingual (English/Spanish) preferred

Salary range:$21-$25 per hour

Pre-Visit Planner must be able to sit for extended periods of time and possess the manual dexterity required to operate computer systems and keyboard. Lifting 10
-15 pounds may be expected on any given day.

Tags Benefits, Life insurance, PTO, 401K, Student loan reimbursement. After 3 month probation; hybrid position.

Salary Range $22.50-$25 per hour

Position Pre-Visit Planner

Open Date 7/21/2026

This position is currently accepting applications.