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Clerical Associate, McLeod Plastic and Reconstructive Surgery

Florence, SC



1. Maintains a professional image and exhibits excellent customer relations to patients, visitors, physicians, and co-

workers in accordance with our Service Excellence Standards and Core Values

2. Greets visitors and patients and handles incoming telephone calls in a friendly and courteous manner:

a) Responds immediately by acknowledging new arrivals in a courteous manner

b) Answers telephone within three rings using good customer service skills to ascertain the nature of the call

c) Delivers accurate and legible messages to appropriate person within 15 minutes of the call

d) Maintains confidentiality in talking with patients, upholding policies and setting an example

e) Provides phone coverage for team members as needed

3. Responsible for timely and accurate patient registration and check-in:

a) Directs patient to complete new patient information forms and insurance information

b) Verifies established patient information and has patient complete a new patient information form as changes

occur to include copies of new insurance cards

c) Obtains assignment and authorization signatures, copies of insurance cards and necessary claim forms

d) Collects insurance copayments and documents accurate amount on encounter form

e) Maintains new patient ID ledger and assures accurate patient ID # is placed on appropriate documentation in

the chart

f) EPIC experience preferred.

4. Responsible for processing medical records request:

a) Completes medical records request in a timely manner (7 working days)

b) Confirms that proper authorization is received with request to include patient signature and date not to

exceed six months

c) Confirms physician review and signature for release of records after copies are made

d) Confirms that accurate billing for records (per South Carolina guidelines) is complete and billing invoice

is included

5. Performs a variety of clerical support functions:

a) Processes encounter forms for next day appointments

b) Scheduling and triaging incoming referrals.

c) Inform PSC’s of any charts not pulled for the next day appointments and assures that all charts have been

pulled by 5:30pm

d) Maintains supplies for new patient chart packets and encounter forms and reports in a timely manner

when supplies are needed to assure adequate inventory

e) Displays ability to operate office equipment, such as fax, copier, calculator, etc.

6. All other duties as assigned


Job Requirements

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.





Full time


Florence, SC, United States


Full time

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