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Clerical Associate – Eagerton Family Practice

Manning, SC



Essential Functions

  1. Responds immediately by acknowledging new arrivals in a courteous manner
  2. Maintains confidentiality in talking with patients, upholding policies and setting an example
  3. Provides phone coverage for team members as needed
  4. Directs patient to complete new patient information forms and insurance information
  5. Verifies established patient information and has patient complete a new patient information form as changes occur to include copies of new insurance cards
  6. Obtains assignment and authorization signatures, copies of insurance cards and necessary claim forms
  7. Collects insurance copayments and documents accurate amount on encounter form
  8. Maintains new patient ID ledger and assures accurate patient ID # is placed on appropriate documentation in the chart
  9. Completes medical records request in a timely manner (7 working days)
  10. Confirms that proper authorization is received with request to include patient signature and date not to exceed six months
  11. Confirms physician review and signature for release of records after copies are made
  12. Confirms that accurate billing for records (per South Carolina guidelines) is complete and billing invoice is included
  13. Processes encounter forms for next day appointments
  14. Inform PSC’s of any charts not pulled for the next day appointments and assures that all charts have been pulled by 5:30pm
  15. Maintains supplies for new patient chart packets and encounter forms and reports in a timely manner when supplies are needed to assure adequate inventory
  16. Displays ability to operate office equipment, such as fax, copier, calculator, etc.

Qualifications /Training

  • Six months to one-year related experience and/or training; or equivalent combination of education and experience


  • HS diploma preferred/GED preferred from an accredited school

Work Schedule

  • Full-time, 80 hours bi-weekly

Full time


Manning, SC, United States


Full time

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