Senior Medical Scheduler & Team Lead

Position purpose

Schedule patients for office visit and procedure appointments.

• Assist with high call volume
• Maintain physicians schedules – scheduling office visits and procedures (may be done via phone or face‑to‑face)
• Take triage call messages for medical staff
• View patient visit notes, identifying problems & diagnosis listed and physician orders
• Assist in patient registration and financial transactions
• May schedule radiology/lab
• May include recall scheduling
• Assist with check‑in patients upon arrival at the office as well as check‑out upon departure
• Assist in collecting patient and insurance payments and reconcile charges on a daily basis
• File records in appropriate sections of patient charts in EMR
• Prepare patient charts in advance and scan documents into charts in EMR
• Perform other duties as assigned

• Excellent written and verbal communication skills
• Excellent customer service skills are required
• Experience working in a medical office
• Ability to multi‑task and work in a fast‑paced environment
• Detail‑oriented
• Basic understanding of healthcare plans
• Be able to read and understand medical benefits
• Bilingual is a plus

High school diploma or equivalent

Minimally 5 years of prior medical scheduling is required

• Should be a leader and viewed as a leader by other staff
• No performance or disciplinary actions in last year
• Serves as mentor/trainer for new hires in field
• Considered as subject‑matter expert in areas by peers, management, and physicians

• Excellent communication skills, both written and verbal
• Proficient technical (computer) skills
• Ability to multi‑task and prioritize
• Self‑motivated with initiative

Strong sense of ethics.