Clinical Assistant

The Clinical Assistant provides essential support in patient intake, communication, financial management, and office operations. This role ensures a welcoming environment, smooth administrative processes, and compliance with healthcare regulations.

• Manage check-in and check-out procedures
• Collect and update patient information (address, phone, emergency contacts)
• Ensure HIPAA privacy notices and consent forms are signed and scanned
• Communicate with patients regarding wait times to maintain satisfaction
• Verify insurance coverage and patient eligibility
• Collect and process co-payments
• Communication & Triage
• Handle heavy phone volume and route calls appropriately
• Schedule appointments using EMR software (Epic)
• Balance provider schedules efficiently
• Office Maintenance
• Maintain cleanliness and organization of the lobby and patient areas

• High school diploma or equivalent
• Strong communication and organization skills
• Experience with patient intake and administrative tasks in a healthcare setting
• Familiarity with HIPAA compliance and patient confidentiality standards
• Proficiency in EMR systems (Epic preferred)
• Must have at least 2 years of recent experience in the specialty within the past 2 years.

• Previous experience in a clinical or medical office environment
• Knowledge of insurance verification processes

• None required; medical office administration certification is a plus