Medical Office Assistant Goals and Objectives Examples
Schedule patient appointments accurately.
Maintain patient records according to office policy.
Coordinate referrals to other healthcare professionals.
Answer phone calls promptly and courteously.
Verify patient insurance coverage before appointments.
Follow up on missed appointments with patients.
Prepare patient charts for upcoming appointments.
Obtain necessary authorizations for patient visits.
Update and maintain inventory of medical supplies.
Order medical supplies when necessary.
Keep exam rooms clean and stocked with necessary supplies.
Ensure that the waiting area is clean and comfortable.
Greet patients warmly upon arrival.
Check in patients and verify their information.
Collect co-pays and payments from patients as needed.
Manage medical records requests from patients.
Retrieve and file medical records accurately.
Input patient information into electronic health records.
Assist physicians with procedures as needed.
Monitor patients' vital signs and record them accurately.
Provide education materials to patients as directed by physicians.
Administer medications as directed by physicians.
Communicate test results to patients accurately.
Schedule follow-up appointments for patients.
Attend staff meetings and provide input as needed.
Support other office staff as needed.
Balance daily financial transactions accurately.
Adhere to all HIPAA guidelines and regulations.
Maintain a clean and organized work area.
Keep track of physician schedules and availability.
Perform basic lab tests as directed by physicians.
Maintain equipment and report malfunctions immediately.
Respond to patient inquiries in a timely manner.
Display a friendly and professional demeanor at all times.
Meet or exceed office productivity standards.
Identify areas for process improvement and suggest solutions.
Attend conferences and training events as directed by supervisors.
Follow office policies and procedures consistently.
Participate in quality assurance initiatives.
Complete administrative tasks as assigned.
Monitor patient flow and adjust schedules as needed.
Keep accurate logs of patient interactions and outcomes.
Evaluate patient satisfaction and report findings to management.
Serve as a liaison between physicians and patients when necessary.
Maintain patient confidentiality at all times.
Provide CPR if needed.
Assist with medical emergencies as directed by physicians.
Monitor patient compliance with treatment plans.
Educate patients on preventive care measures.
Manage phone and email inquiries in a professional manner.
Stay up-to-date on changes in healthcare regulations.
Ensure that patient information is accurate and up-to-date.
Utilize electronic health records proficiently.
Prepare patient charts for referral appointments.
Verify credentialing for other healthcare providers.
Assist with medical billing as needed.
Identify opportunities to increase revenue for the office.
Provide feedback to physicians regarding patients' conditions.
Maintain an accurate calendar for physician schedules.
Uphold written policies and procedures related to patient care.
Stay updated on medical advances and new treatments.
Organize patient education events or classes.
Attend training sessions to improve medical assistant skills.
Consistently use medical terminology, abbreviations, and acronyms correctly.
May be required to obtain certification as a medical office assistant.
Monitor office inventory and re-order supplies as needed.
Organize and maintain electronic files and databases.
Data-entry of patient information into computer systems.
Accurately record and track medical expenses for billing purposes.
Demonstrates a commitment to excellence in customer service.
Handles confidential information discreetly and professionally.
Works collaboratively with teams and independently.
Maintains appropriate certifications and licensure.
Actively contribute to the development of policies and procedures.
Demonstrates initiative in identifying process improvement opportunities.
Maintain a safe, clean, and organized work environment.
Actively participates in office meetings and committees.
Adhere to all safety protocols related to medical equipment, bloodborne pathogens, and hazardous materials.
Responds appropriately to emergency situations.
Committed to ongoing education, including pursuing additional certifications or degrees.