Office Assistant, Primary Care

Trinity Health System – Dover, OH

Clerical;
Full Time, Monday‑Friday, Days

The Office Assistant is under the direction of the clinic supervisor/administrator. The Office Assistant performs a variety of business office and reception duties accurately and with minimal supervision. These responsibilities include, but are not limited to: answering and routing phone calls in accordance with practice policies; scheduling patient appointments; greeting and registering patients; collecting, verifying and updating patient demographic, copays, and insurance information;

and general administrative support duties.

• Perform patient check‑in at the time of visit and complete all paperwork necessary to ensure the admitting process is efficient and all clinic and regulatory policies are in compliance.
• Answer phone calls and direct them appropriately.
• Schedule appointments according to office guidelines.
• Obtain accurate patient and insurance information, collecting copays (TOS) and deductible amounts.
• Copy/scan patient access related hard‑copy materials (, referrals, insurance cards, etc.) into the correct location in the electronic medical record.
• Prepare charts for patient appointments ensuring all necessary information is complete.
• Conduct all functions associated with patient check‑out including collecting patient responsibility payments and scheduling follow‑up appointments.
• Perform duties involving record filing, retrieval, and assisting with the filing of registration documentation in electronic medical records.
• Confirm next‑day appointments and alert patients as to what documentation is needed, including details associated with time‑of‑service payment.
• Follow up with patients regarding the no‑show guidelines and send out appropriate communications.
• Manage the flow of inter‑departmental, outgoing, and incoming mail.
• Support office supply ordering and inventory procedures as needed.
• Notify appropriate clinical staff of each patient’s arrival and assure patients are informed of any appointment delays.
• Perform cash drawer reconciliation.
• Perform other duties as assigned by management.

• High School Diploma or equivalent.

• A ‑OE certification preferred.
• BLS required.

• One year of customer service experience, clerical, or business‑related experience preferred.