Receptionist/Referral Coordinator- PT (Tuesday, Wednesday and Friday)

Description

We are seeking an experienced and detail-oriented Receptionist/Referral Coordinator to join our growing Optometry practice. This role requires a passion for helping others and the ability to work in a fast-paced environment. The successful candidate will serve as the first point of contact for patients and visitors, providing professional and courteous front desk support while ensuring smooth daily clinic operations. 

Requirements

• Answer high-volume, multi-line phone calls; direct callers to the appropriate staff member or address inquiries as appropriate.
• Greet patients upon arrival, obtain insurance information, and ensure completion of all required intake and registration forms.
• Provide new patients with intake packets, office policies, and legally required documentation.
• Process patient payments, including co-pays, deductibles, co-insurance, and self-pay visits.
• Schedule and confirm appointments for new and returning patients based on provider availability.
• Maintain patient confidentiality and ensure compliance with HIPAA regulations.
• Coordinate all referral-related tasks, including verifying referral requirements, obtaining authorizations, and ensuring referrals are in place prior to scheduled appointments.
• Communicate with external providers and insurance companies as needed to support continuity of care.
• Travel to other clinic locations as needed to provide support.
• Perform other administrative duties as assigned.

Qualifications:

To successfully perform this role, an individual must competently fulfill all essential responsibilities. The requirements listed represent the knowledge, skill, and ability required for the Receptionist/Referral Coordinator position. Reasonable accommodation will be made for individuals with disabilities to perform the essential functions.

• Computer literacy in MS Office Suite (Word, Excel, PowerPoint, Outlook).
• Familiarity with electronic medical record (EMR) systems, such as Nextech, is a plus.
• Strong diction skills and the ability to communicate clearly.
• Exceptional customer service and excellent phone skills are mandatory.
• Strong attention to detail and accuracy in all tasks.
• Adaptable, highly motivated, and able to work independently.
• Strong organizational and time-management skills.
• Familiarity with healthcare regulations, medical law, and HIPAA compliance.

Education and Experience:

High school diploma or equivalent required. Prior experience in healthcare or ophthalmology is preferred but not required.

Language Skills:
Excellent verbal and written communication skills are essential. Bilingual proficiency is a plus.

Reasoning Ability:
Ability to apply common sense and understanding to carry out written, oral, or diagram instructions. Ability to deal with problems involving multiple variables in standardized situations.

Physical Demands:
This role requires regular standing, walking, and use of hands for equipment handling and computer input. Occasional lifting of up to fifteen (15) pounds may be required.

Work Environment:
Work is performed in a clinical optometry office environment with moderate noise levels and regular interaction with patients and clinical staff.