The Clinical Support Assistant reports directly to the Director of Forrest Health Institute of Neuroscience. Must be optimistic, decisive, and organized in order to ensure smooth operations of various processes that contribute to the productivity and services of the department.

The Clinical support assistant occupies and manages the front desk.  This includes, but is not limited to, politely and efficiently greeting patients and visitors, answering the phones and taking phone messages for staff. The Clinical support assistant will accurately enter information of patients in the EPIC system as it relates to the office visit. The Clinical support assistant will collect insurance information and verify insurance, schedule and reschedule patients appointments. The Clinical support assistant will check patient in and out doing the office visit, collect co-pays and patient due balances. The Clinical support assistant will cashier cashier report for reconciliation at the end of each day.

Is responsible for a systematic approach to collecting, aggregating, and analyzing data to support decision-making processes.   Assist Director with running reports, collecting data, aggregating data, and analyzing data as assigned.  Generates statistical and productivity reports as needed.  Coordinates office functions.  Performs other job duties as assigned. Demonstrates knowledge and skills to appropriately communicate and interact with the patients, families, and visitors of all age groups while being sensitive to their cultural and religious beliefs.

Performance Expectations:

Demonstrates ability to order supplies and forms using the Lawson software system. 

Demonstrates ability to manage and upload the required Documents through Taylor Document System.   

Able to effectively run reports from EPIC, collect data and analyze data as needed.  

Effective technical use of Microsoft Word, Excel, PowerPoint.  Organization skills of general office duties. 

Adheres to and promotes the established values of the organization i.e. customer service, safety, compliance standards and practices We CARE philosophy in all aspects of the co-worker interactions. 

Demonstrates skills to maintain a safe and clean work environment. 

Communicates pertinent staffing information to director

Demonstrate the ability to communicate and interact with patients, families, visitors, vendors, employees, physicians and management effectively

Oversee patient care by scheduling appointments, coordinating financial arrangements (including billing and insurance), maintaining patient records, and following up on delinquent accounts

Monitor incoming patient referrals within EPIC to make appointments appropriately

Assure the practice property is clean, professional, and well-kept, all clinical and office equipment is kept in proper working order

Keep the providers and clinical staff productively busy throughout the day

Answer phones/take appropriate staff messages or create telephone encounters to best serve the patient's needs

Update patient records for each day's schedule

Schedule all appointments with detail notes and time needed

Maximize time efficiency in scheduling by utilizing appropriate time slots

Check all notes and diagnostic testing have been received before appts.

Check messages every morning for cancellations of appts.

Greet patients by name and update addresses, telephone numbers, and insurance information as appropriate

Alert appropriate staff of patient arrival

Monitor the schedule throughout the day to ensure all runs smoothly

Schedule return visits for each patient seen to ensure no one is missing

Call any patient who is 15 minutes late to determine their status and inform the clinical staff

Register new patients and provide necessary forms

Keep patients informed of expected wait time if the doctor is behind schedule

Confirm appointments with patients two days in advance of the app intment

Record no-show appointments and send letters notifying patient to call/reschedule appts.

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