Medical Receptionist Goals and Objectives Examples
Greet patients with a friendly and welcoming demeanor.
Maintain patient confidentiality at all times.
Schedule patient appointments accurately and efficiently.
Verify patient insurance information and coverage.
Answer phone calls and respond to patient inquiries promptly.
Check patients into the system accurately and in a timely manner.
Confirm patient demographic information such as address, phone number or email address.
Follow-up on missed appointments and reschedule as necessary.
Process patient payments accurately and timely.
Monitor and maintain waiting room area clean and organized.
Ensure that all patient paperwork is complete and accurate.
Prepare charts for patient visits.
Collect medical history from patients prior to initial visit.
Educate patients about services offered by medical practice.
Participate in staff meetings to discuss process improvements.
Collaborate with physicians in patient care coordination.
Order office supplies and keep inventory levels up-to-date.
Respond to requests for medical records release in compliance with HIPAA regulations.
Maintain a positive working relationship with colleagues and patients.
Ensure that medical equipment is functioning properly.
Stay current with medical terminology, coding, and billing procedures.
Assist with special projects as assigned by management team.
Take accurate messages and distribute them to the appropriate person or department.
Manage all incoming faxes and route them to the correct recipient.
Ensure that patient charting is complete before closing out encounters.
Keep track of physician schedules and ensure they are updated accordingly.
Monitor reception area for any safety hazards and take appropriate action when necessary.
Handle pharmacy refill requests accurately following established protocols.
Accurately maintain logs of equipment maintenance and service records.
Attend training sessions as required to improve performance skills and knowledge.
Demonstrate sensitivity to cultural diversity among patients, families, and staff.
Prepare billing reports for management review on a regular basis.
Assist with accounts receivable follow up to ensure timely payment.
Follow proper infection control procedures to prevent the spread of contagious diseases.
Handle patient complaints in a professional and courteous manner.
Check patients out after their visit, schedule follow-up appointments if necessary, and collect payment.
Train new staff on medical receptionist duties as directed.
Work collaboratively with other medical personnel to provide efficient care to patients.
Resolve issues related to insurance claims or billing discrepancies.
Demonstrate proficiency in using computer systems and software programs related to medical practice operations.
Manage incoming and outgoing mail in accordance with office policies and procedures.
Adhere to all clinic protocols regarding patient confidentiality, including HIPAA guidelines, and maintain patient privacy.
Collect and compile data on clinic activities, such as number of appointments scheduled, patient demographics, billing information, etc.
Collaborate with marketing team to develop promotional materials for the clinic.
Follow established procedures for handling medical emergencies that occur in the office environment.
Keep track of office expenses to ensure that supplies are ordered within budget constraints.
Demonstrate flexibility in adapting to changes in work assignments or schedules as needed.
Handle all incoming or outgoing correspondence in a timely and accurate manner.
Assist with maintaining electronic health records (EHRs) as necessary.
Maintain accurate logs of equipment and supply orders.
Respond to requests for medical information from insurance companies or other third-party entities accurately and promptly.
Follow proper procedures for handling confidential patient information during telephone conversations.
Perform general administrative tasks as directed by management team.
Attend training sessions as needed to stay abreast of changes in medical terminology or billing procedures.
Demonstrate excellent communication skills when interacting with patients or other medical staff.
Advocate for patients and help to ensure that they receive appropriate care.
Maintain a professional appearance at all times and adhere to clinic dress code policies.
Continuously improve knowledge and performance through self-directed learning or continuing education opportunities.
Demonstrate proficiency in using office equipment, such as copiers, fax machines, and printers.
Respond to requests for medical records from patients or family members in a timely and accurate manner.
Participate in quality improvement initiatives related to patient care or office operations.
Provide exceptional customer service to patients and their families at all times.
Stay current with local, state, and federal regulations regarding medical practice operations.
Assist with the implementation of new technology or software systems to improve office efficiency.
Act as a liaison between the clinic and the community to promote health education.
Demonstrate a commitment to teamwork and collaboration with other medical personnel.
Maintain accurate records of all patient interactions.
Keep track of office supplies and order items as needed.
Conduct reminder calls for upcoming appointments.
Ensure that patients are comfortable and informed throughout their visit.
Demonstrate sensitivity to patients' cultural or religious beliefs during medical encounters.
Collaborate with billing department to resolve payment issues or delinquent accounts.
Handle patient complaints in accordance with established protocols.
Monitor office budget and expenses to ensure that spending is within budget constraints.
Cross-train in other administrative roles as directed by management team.
Demonstrate excellent time-management skills and ability to multitask.
Attend conferences or workshops related to medical receptionist duties as directed.
Assist with maintaining cleanliness of exam rooms or other areas of the clinic.
Address any safety concerns or hazards in the clinic environment immediately.
Demonstrate a commitment to providing high-quality care to patients and families.